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Training

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CAPACITY BUILDING

Offered Trainings & workshop

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REQUEST A TRAINING HERE

The Office of Assessment & Planning offers a range of assessment workshops that are open to all Student Affairs staff on a semester basis, along with customizable trainings that departments can request to include in retreats or planning meetings.

Please review the descriptions of the listed trainings and workshops below. To request an existing presentation, ask for a custom one, or suggest a topic, click the "Request a training here" button above.

Description:

This foundational session introduces the core purpose and principles of assessment in Student Affairs. Participants will explore the full assessment cycle, learn key terminology, and understand how assessment contributes to student learning, program improvement, and strategic alignment.

Learning Outcomes:

Participants will be able to:

  • Define a clear purpose for conducting assessment
  • Draft goals and outcomes for a Student Affairs program/services
  • Identify appropriate methods to collect assessment data
  • Identify strategies to interpret and communicate assessment findings
  • Describe the role of Student Affairs educators in the assessment cycle

Duration: 2.5 hours

This training will be offered to the Division semesterly or upon request by departments.   

Upcoming scheduled training(s): September 26, 2025

Description:

This workshop focuses on crafting clear, measurable outcomes that align with divisional and institutional goals. Participants will learn to write student learning outcomes, programmatic outcomes, and develop meaningful KPIs to assess success and impact.

Learning Outcomes:

Participants will be able to:

  • Write at least one measurable student learning or program outcome.
  • Align outcomes with departmental and divisional strategic goals.
  • Develop at least one KPI to assess progress toward an identified outcome.

Duration: 1 hours

This training will be offered to the Division once a semester or upon request by departments.   

Upcoming scheduled training(s): TBD

Description:

This session equips participants with foundational skills for designing effective surveys and using institutional platforms such as Baseline and Qualtrics. Participants will explore how to develop meaningful questions, identify the types of data they need, and select the right format for accurate and actionable results. The training also covers platform navigation and tips for requesting institutional support through Baseline.

This training is required for new Baseline users.

Learning Outcomes:

Participants will be able to:

  • Explain how sample size/distribution/representativeness impact the reliability and generalizability of survey results.
  • Differentiate between question types and identify which types best align with specific assessment goals.
  • Navigate the survey platform’s interface (Qualtrics and Baseline)

Duration: 1.5 hour

This training will be offered to the Division twice a semester or upon request by departments.     

Upcoming scheduled training(s): TBD

Description:

This session highlights a range of methods for conducting assessment. Participants will explore qualitative, quantitative, and mixed-method approaches, including surveys, focus groups, storytelling, reflective prompts, rubrics, and more.

Learning Outcomes:

Participants will be able to:

  • Identify at least three different assessment methods beyond traditional surveys.
  • Match an appropriate assessment method to a given program or learning outcome.
  • Identify strategies to strengthen the rigor of assessment data collection and analysis methods.
  • Evaluate the strengths and limitations of qualitative, quantitative, and mixed-method designs.

Duration: 1 hour

This training will be offered by request.   

Upcoming scheduled training(s): TBD

Description:

Designed to strengthen communication skills, this workshop guides participants in interpreting, visualizing, and narrating assessment results to internal and external stakeholders in clear and compelling ways.

Learning Outcomes:

Participants will be able to:

  • Select appropriate visuals (charts, graphs, infographics) to communicate specific types of data.
  • Draft a data-informed narrative summary based on assessment findings.
  • Apply best practices for tailoring data stories to different stakeholder audiences.

Duration: 1 hour

This training will be offered by request.   

Upcoming scheduled training(s): TBD

Departments may request a tailored half-day or full-day retreat that combines multiple workshop topics into a collaborative learning experience. These retreats are designed to build shared understanding, align departmental goals with divisional priorities, and embed assessment practices into daily work.
 

  • Half-Day Retreat
    A more in-depth version of Navigating Your Assessment Journey, this retreat includes guided workshop time for departments to review, develop, or refine their assessment strategies.

  • Full-Day Retreat
    Includes the extended Navigating Your Assessment Journey session, plus additional content selected from other available workshops. The retreat also incorporates hands-on work time tailored to the department’s specific assessment goals.

Don't see a topic that fits your needs? Feel free to schedule a meeting or share topic suggestions—I’m happy to collaborate on a session that works for your team.

 

Resources

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The easiest snapshot of how your students are doing academically. Include Student ID or 4x4 and who they are (e.g., Greek members, student staff like RAs, DSO executive board members).

This lets us answer: “How do students in our program perform compared to peers?”

Student Affairs Assessment & Planning will reach out at the times below to ask departments to verify their data:

  • Second Monday of October (Monday, October 6, 2025)
  • Confirm/close Fall semester Roster: Early February
  • Second Monday of March (Monday, March 9, 2026)
  • Confirm/close Sping semester Roster: Early June

Must include the following items

  • SoonerID (9-digit number) or OUNetID (4x4)
  • Name (First & Last)
  • Optional: If your roster includes multiple engagement tiers (for example, general members versus student leaders), you can specify their involvement levels.

Record who participates (not just the headcount): attendance scans, advising/coaching appointments, RA intentional interactions, Fit+Rec swipes, workshop sign‑ins, peer‑mentor contacts—with IDs.

This lets us test: “Do students who engage regularly with our office have better outcomes?”

Method/PlatformData CapturedBest forTips for Success
Card SwipeStudent ID via swipe; automatic timestamp.Doors/entries, tabling with a reader.Must coordinate with SoonerCard for readers. Please test prior to the event. Must create an access point into the event.
CORQ/EngageStudent 4x4; automatic timestamp.Doors/entries, tabling with a reader.Must create an event on Engage. Students must have an Engage account and an event pass. May be slow if there are a large number of people. Must create an access point into the event.
QualtricsStudent 4x4; automatic timestamp.QR code at the doorBy using SSO as an authenticator, the department can track engagement at the event (as long as they have a 4x4). The survey content is irrelevant during the check-in process (a recommended singular tick-box question), but departments can still ask attendees quick questions. This is an easy and free way to collect engagement data.

ou.campuslabs.com/app

Baseline is the data collection module within Anthology. It has the ability to collect data via surveys, rubrics, and instant response system. Baseline can connect to other Anthology's platforms such as Engage for seamless integration. Access to data can be by department or at the project level. 

NEW USER REQUEST FORM

Pros Cons
  • Purpose-built for Student Affairs assessment, align surveys directly with learning outcomes and strategic goals.
  • Stores surveys and results in a shared institutional repository.
  • Access to benchmark surveys.
  • Integration with Anthology Engage.
  • More user-friendly for beginners; templates help staff with limited survey experience.
  • Better to manage assessment projects and communications.
  • Access to other institutions’ survey instruments for inspiration (by topic or functional area).
  • Less Flexible Survey Design, limited in terms of advanced logic, branching, and design customization.
  • Does not have robust statistical tools.

survey.ou.edu

Qualtrics is an online survey and analytics tool that can be used by OU faculty, staff, and students to gather data and insights as well as conduct institutional research and generate reports. Qualtrics allows users to send branded surveys and polls in order to gain insights and data as well as easily and quickly generate reports.

ACTIVATE YOUR ACCOUNT

Pros Cons
  • HIPAA compliant.
  • Variety of survey elements allow advanced logic, branching, piped text, and randomization, making it ideal for complex assessment needs.
  • Built-in data visualization, cross-tab analysis, and statistical tools; integrates well with SPSS, R, and Excel.
  • Allows for extensive branding, custom themes, and embedded media.
  • Steeper learning curves with advanced features such as logic and data analysis.
  • Not built specifically for Student Affairs assessment tracking.
  • Data Ownership Risk – Surveys and results reside in individual user accounts. If a staff member leaves without transferring or sharing access, the data may become inaccessible or lost.

kahoot.com

Kahoot! is an interactive game-based platform that allows you to create quizzes, polls, and surveys to engage participants in real time. It’s particularly useful for formative assessment, quick knowledge checks, or gathering feedback during workshops, trainings, or events. Its live leaderboard and competitive elements help boost participation and make assessment feel fun and dynamic. (Check the provided guide for access details.)

KAHOOT USER GUIDE

Pros Cons
  • Game-based format increases participation and energy.
  • Great for knowledge checks or quick learning assessments.
  • Real-time feedback with Instant results visible on a leaderboard.
  • Intuitive design; participants join via code on any device.
  • Can be utilized with virtual engagement opportunities.
  • Best for surface-level knowledge checks, not complex assessments.
  • Competitive format may not ideal for sensitive or reflective topics.
  • Question formats are limited: Multiple choice and true/false dominate;
    limited qualitative responses.
  • Requires strong internet connection: Real-time interaction can lag with weak Wi-Fi.

 

mentimeter.com

Mentimeter is a presentation and polling tool designed to collect real-time input from participants. It supports multiple question types, including multiple choice, ranking, word clouds, and open-ended responses, making it ideal for gauging understanding, gathering opinions, or facilitating interactive discussions. Results update live and can be exported for further analysis. (Check the provided guide for access details.)

MENTIMETER USER GUIDE

Pros Cons
  • Variety of question types: Multiple choice, scales, ranking, word clouds, and open-text responses allow for richer assessment.
  • Visual & real-time reporting with responses display live in clean, professional graphics.
  • Exportable results; can download data for further analysis.
  • Best for surface-level knowledge checks, not complex assessments.
  • Lacking the competitive gaming environment.
  • Requires strong internet connection: Real-time interaction can lag with weak Wi-Fi.

To make assessment easier and more consistent across our division, this guide provides a ready-to-use bank of survey questions that align directly with our Divisional Learning Outcomes and Objectives & Key Results. Departments can copy and paste these questions into their own surveys to measure how well their programs, services, and initiatives are achieving our shared goals for student learning and success. You are welcome to use these questions as-is or adapt them to fit the unique context of your program.

QUESTION BANK DOCUMENT

cas.edu

CAS provides a set of standards and guidelines for over 45 functional areas in higher education, including Housing, Student Conduct, Orientation, Multicultural Services, and more. These standards support program self-assessment, continuous improvement, and external review.

CAS STANDARDS BOOK

How to use CAS in Student Affairs:

  • Conduct a self-study or program review using functional area standard
  • Align program goals with national standards for credibility and accountability
  • Note: CAS is a valuable self-assessment and program improvement tool, not a checklist for compliance or a pass/fail evaluation. While it offers comprehensive standards for functional areas across Student Affairs, it’s not expected that every program will meet every element. Instead, CAS helps you identify strengths, uncover gaps, and reflect on alignment with national best practices. It’s meant to guide growth, not grade performance — so approach it as a supportive framework to enhance your work, not as a test you have to pass.

 

aacu.org/value/rubrics

VALUE (Valid Assessment of Learning in Undergraduate Education) rubrics were created by AAC&U to assess essential learning outcomes such as civic engagement, critical thinking, teamwork, and intercultural knowledge.

How to use CAS in Student Affairs:

  • Adapt rubrics to assess co-curricular learning outcomes (e.g., civic engagement from a leadership retreat)

  • Integrate VALUE rubrics into student reflection forms, portfolios, or capstone projects

  • Train student leaders and advisors to use them as self-assessment or feedback tools

A logic model is a planning and evaluation tool that visualizes data and tracks program evaluation plans. Logic models show linear connections between program activities and their intended student learning outcomes. (Adapted from UNT Student Affairs - Assessment)

Components

  • Inputs are the resources that go into a program or intervention — what we invest. 
  • Activities are events undertaken by the program or partners to produce desired outcomes — what we do. 
  • Outputs are the direct, tangible results of activities — what we get. 
  • Outcomes are the desired results of the program — what we achieve. They are categorized as Foundational, Intermediate and Advanced based on the level, intensity and/or skill achievement needed to master the learning outcome.

How to use Logic Model in Student Affairs:

  • Plan or evaluate programs by connecting inputs (e.g., funding, staff) to outputs (programming & learning outcomes) and outcomes (Student Affairs objectives & key results - OKRs and divisional learning outcomes)
  • Use it to map outcomes to institutional priorities and communicate value
  • Consider the implementation of the activities (e.g. Are the events or activities designed to produce the outcomes we want?)

Bloom’s Taxonomy (Revised) categorizes cognitive processes into six hierarchical levels (with increasing complexity)

  1. Remember
  2. Understand
  3. Apply
  4. Analyze
  5. Evaluate
  6. Create. 

The Dimensions of Knowledge which takes into consideration the type of knowledge you hope students to gain

  1. Factual (facts)
  2. Conceptual (broad concepts)
  3. Procedural (skills)
  4. Metacognitive and Attitudinal (attitudes such as confidence, agreement)

How to use in Student Affairs:

  • Types of knowledge and Bloom's Taxonomy (Revised) help educators identify the learning outcomes in specificity, which dictate assessment methods
  • Write measurable learning outcomes for workshops, programs, and retreats
  • Design reflection prompts and assessments that align with deeper cognitive engagement
  • Evaluate existing programs for learning depth (e.g., are students just remembering or also analyzing and creating?)

NACE Competencies

Developed by the National Association of Colleges and Employers (NACE), the NACE Core Competencies outline eight essential career readiness skills:

  • Critical Thinking
  • Communication
  • Teamwork
  • Technology
  • Leadership
  • Professionalism
  • Equity & Inclusion
  • Career & Self-Development

Career readiness is the attainment and demonstration of requisite competencies that broadly prepare college graduates for a successful transition into the workplace.

How to use in Student Affairs:

  • Map program learning outcomes (e.g., student organization leadership roles) to career competencies
  • Design rubrics or reflection forms to assess growth in specific competencies
  • Help students articulate their experiences in resumes, interviews, and ePortfolios

ACPA/NASPA Professional Competencies

Developed together by ACPA/NASPA, this framework defines 10 competency areas essential for effective practice in Student Affairs. The professional competencies are designed to provide Student Affairs educators with a framework to guide their professional development and practice. The competencies include:

  • Assessment, Evaluation, and Research
  • Advising & Supporting
  • Equity, Diversity, and Inclusion
  • Law, Policy, & Governance
  • Leadership
  • Personal & Ethical Foundations

How to use in Student Affairs:

  • Guide professional development planning for staff
  • Assess team or individual growth using self-assessment rubrics
  • Incorporate into staff evaluations, training plans, or onboarding programs
  • Use the Assessment & Research competency to shape the Division’s capacity-building goals

http://studentaffairsassessment.org/

Student Affairs Assessment Leaders (SAAL) provides the opportunity for educators who coordinate assessment for divisions of student affairs to discuss issues to improve their work. The organization seeks to create an atmosphere where leaders can share and advance conversations related to creating division assessment infrastructure, supporting assessment projects, and documenting student learning as it relates to the academic mission.

Join the SAAL listserv

SAAL also offers a free online course with self-paced curriculum materials and activities focused on assessment knowledge and skills. Registration opens in December, and the course typically begins in the early Spring semester.

SAAL Open Online Course

http://www.cas.edu/standards

The Council for the Advancement of Standards in Higher Education (CAS) provides resources and standards to enhance student learning and development within higher education institutions. CAS offers a framework for student affairs assessment through its functional area standards, self-assessment guides, and learning and development outcomes. These resources help institutions evaluate the effectiveness of programs and services, ensuring they contribute to student success.

If you're interested in self-assessing your department's compliance with CAS standards based on your functional areas or identifying areas for improvement to better support students, please click the link below.

CAS Standards 2023

https://myacpa.org/groups/cae/

ACPA transforms higher education by creating and sharing influential scholarship, shaping critically reflective practice, and advocating for equitable and inclusive learning environments.

Within ACPA, the Commission for Assessment and Evaluation (CAE) promotes assessment skills and knowledge to facilitate and support student learning, development, and effective student affairs practice.

Join ACPA CAE Listserv

The key initiatives CAE offers include: 

  • The Student Affairs Assessment Institute
    The Student Affairs Assessment Institute is an in-person experience offered every June where participants can develop essential assessment knowledge and skills for their professional toolkit. 
  • Student Affairs Assessment Mentoring Program
    The CAE Mentorship Program is designed to connect experienced assessment professionals with emerging practitioners in higher education. Applications open in March.
  • Webinars
    Webinars are offered on a semi-annual basis on emerging topics in student affairs assessment. Visit our YouTube page to view recordings of past webinars.

https://www.naspa.org/constituent-groups/kcs/assessment-evaluation-and-research

NASPA is dedicated to advancing student affairs in higher education. Our programs and services empower professionals to foster student success.

Within NASPA, the Assessment, Evaluation, and Research Knowledge Community (AER) encourages and supports student affairs professionals as they assess learning, evaluate programs, and conduct research. By providing quality education and networking opportunities, AER knowledge community promotes continuous improvement and AER best practices within Student Affairs.

Join AER Community

The key initiatives CAE offers include: 

  • Assessment, Planning, and Data Analytics Conference
    NASPA annually holds an annual conference designed to promote student learning and success by strengthening assessment, improving educational quality, and supporting strategic planning. The AERKC sponsors programs and encourages attendance. 
  • Blog
    AER will be utilizing our blog to start conversations amoung colleagues. We encourage you to make comments, submit questions, and keep the conversation going. We look forward to keeping aassessment, evaluation, and research at the forefront of your thoughts!
  • AER KC Professionals Virtual Writing Group
    The AER KC Professionals Virtual Writing Group provides an opportunity for higher education professionals to gather in a collaborative, supportive, and productive space. Whether you're working on blog posts, newsletter articles, journal submissions, conference proposals, or assessment reports, this group is for you!