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New ALO
Orientation
Barbara Gross Davis
Maureen Maloney
Geoffrey Chase
Lisa Bortman
Wednesday April 22, 2015
9:00 a.m. – 11:00 a.m.
Attendee Directory
New ALO Orientation
Wednesday, April 22, 2015
9:00 am – 11:00 am
First Name
Cathy
Sonny
Lorraine
Shannon
Toni
David
Dave
Donna
Mark
Gitanjali
Dennis
David
James
Nicola
Garrett
Michael
Jung Woo
Justin
Sophia
Sandra
Scott
Angela
Tom
Nga
Debra
Randall
Matthew
Carol
Lisa
Peggy
Marina
Emily
Nathan
Ann
Heather
Karen
Last Name
Corcoran
Leomiti
Williams
Nash
Johnson
Schecter
Evans
Wiley
Carrier
Kaul
Nef
Connors
Solomon
Pitchford
Galvin
Higgins
Lih
Lingenfelter
Gu
Gonzalez
Donaldson
Schmiede
Engfer
Phan
Ballard
Lavender
Brandstetter
Rinkoff
Bortman
Dove
Karavokiris
Laurance
Long
Miller
VanVolkinburg
Chan
Institution
Academy of Art University
American Samoa Community College
Ashford University
Aspire Public Schools
Brooks Institute
California State University, Bakersfield
California State University, Chico
California State University, East Bay
CSU Dominguez Hills
CSU Dominguez Hills
CSU Fresno
CSU Los Angeles
CSU Northridge
Dominican University of California
Franciscan School of Theology
Franciscans School of Theology
Fuller Theological Seminary
Hobsons
International Technological University
Kaiser Permanente
Life Chiropractic College West
Menlo College
Title
Vice President of Accreditation Compliance & ALO
Director of Institutional Effectiveness
Provost
Chancellor Operations & Compliance
Director of Academic Affairs
Associate Vice President, Faculty Affairs
Vice Provost
Director of Assessment
Associate Vice President
Dr.
Director, Academic Programs and Accreditation
Director of the Office of Assessment and Program Review
VP for Academic Affairs and Dean of the Faculty
Associate Dean
Doctoral Progrm Manager
Account Executive, HE Sales
Director of Academic Services
Director of Graduate Medical Education
VPAA
Dean of Academic & Professional Success
Musicians Institute College of Contemporary Music Dean of Compliance and Assessment
NewSchool of Architecture and Design
Exec. Dir. of IR & Assessment
Otis College of Art and Design
Chair, Liberal Arts and Science
Otis College of Art and Design
Provost
Pacific College
Director of Education
Pacific Oaks College & Children's School
Dean, Academic Affairs
Pepperdine University
Asst. Provost, Institutional Effectiveness
Reach Institute for School Leadership
Intern Program Coordinator
Saint Katherine College
Dean of Admissions/Registrar
San Francisco Conservatory of Music
Saybrook University
Simpson University
Assoc. Provost
Southern California University of Health Sciences Dean,Office in Support of Institutional Effectiveness
St. Patrick's Seminary & University
Email
ccorcoran@academyart.edu
s.leomiti@amsamoa.edu
cheryl.rogers@ashford.edu
shannon.nash@aspirepublicschools.org
TJohnson@brooks.edu
dschecter@csub.edu
dgevans@csuchico.edu
donna.wiley@csueastbay.edu
lcarrier@csudh.edu
gkaul@csudh.edu
dennisn@csufresno.edu
david.connors@calstatela.edu
james.solomon@csun.edu
nicola.pitchford@dominican.edu
ggalvin@fst.edu
mjhiggins@fst.edu
jwlih@fuller.edu
casey.deephouse@hobsons.com
gsophia@itu.edu
sandra.may.gonzalez@kp.org
sdonaldson@lifewest.edu
angela.schmiede@menlo.edu
tengfer@mi.edu
nphan@newschoolarch.edu
dballard@otis.edu
rlavender@otis.edu
donnawoo@gmail.com
crinkoff@pacificoaks.edu
lisa.bortman@pepperdine.edu
pdove@reachinst.org
mkaravokiris@stkath.org
elaurance@sfcm.edu
nlong@saybrook.edu
amiller@simpsonu.edu
heathervanvolkinburg@scuhs.edu
karen.chan@stpatricksseminary.org
Attendee Directory
New ALO Orientation
Wednesday, April 22, 2015
9:00 am – 11:00 am
Judith
Diane
George
Kem
Tracy
Judith
Doug
Carl
Kimberly
Troy
Obadiah
Debashish
Lora
Doretha
Nelson
Waryas
Del Hierro
Saichaie
Molidor
Stepan-Norris
Carlson
Gutierrez-Jones
Peterson
McVey
Harris
Banerji
Laird
O'Quinn
The Sanville Institute
Touro University Nevada
Trident University International
UC Davis
UC Irvine
UC Irvine
UC San Francisco
UC Santa Barbara
University of California, Office of the President
University of Guam
University of Philosophical Research
University of Philosophical Research
University of Spiritual Healing & Sufism
Vanguard University
ALO
Associate Vice President
Academic Success Manager
Educational Specialist
Interim Assistant Vice Provost
Interim Dean of Undergraduate Education
Manager, Academic Planning Analysis
Associate Dean
President
Dean, Academics
dean
Provost/ Vice President for Academic Affairs
ALO@sanville.edu
diane.waryas@tun.touro.edu
george.delhierro@trident.edu
kemsaichaie@ucdavis.edu
tmolidor@uci.edu
jstepann@uci.edu
doug.carlson@ucsf.edu
carlgj@ltsc.ucsb.edu
kimberly.peterson@ucop.edu
tmcvey@triton.uog.edu
obadiahharris@uprs.edu
debbanerji@uprs.edu
nuralaird@gmail.com
doretha.oquinn@vanguard.edu
Orientation for New ALOs
April 22, 2015
Barbara Gross Davis, Vice President
Maureen A. Maloney, Vice President
Agenda
• Introductions
• What Should a New Accreditation Liaison
Officer (ALO) Know about WSCUC?
• Roles of the ALO
• What Makes a Good ALO?
• Voices of Experience
• Advice for a New ALO?
Introductions
• Name
• Institution
• Role at Institution/Title
Agenda
• Introductions
• What Should a New Accreditation Liaison
Officer (ALO) Know about WSCUC?
• Roles of the ALO
• What Makes a Good ALO?
• Voices of Experience
• Advice for a New ALO?
What Should a New ALO
Know About WSCUC?
Based on a survey of ALOs, what is the top response?
A. Staff want to be helpful to ALOs and their institutions.
B. WSCUC is more about improvement and transformation
than compliance.
C. WSCUC is flexible.
D. WSCUC appreciates candor.
E. You can usually count on a quick turnaround when you
contact the WSCUC office with a question or concern.
Agenda
• Introductions
• What Should a New Accreditation Liaison
Officer (ALO) Know about WSCUC?
• Roles of the ALO
• What Makes a Good ALO?
• Voices of Experience
• Advice for a New ALO?
Roles of the ALO:
The Three “R’s”
• Reviews
• Responsibilities
• Resource
The Three R’s: Reviews
ALO as Leader/Facilitator of the
Institutional Reviews:
• Self-study
• Reports
• Visits
ALO as Leader/Facilitator of the
Institutional Reviews: Self-Study
•Provide leadership for establishing committees
that will conduct self-study and prepare report.
•Consult with the assigned WSCUC staff liaison
for guidance.
•Create timelines and follow-through mechanisms
and monitor progress.
ALO as Leader/Facilitator of the
Institutional Reviews: Reports
– Institutional Report for Seeking or
Reaffirmation of Accreditation
– Mid-Cycle Review
As needed:
– Progress Report(s)
– Interim Report(s)
– Special Visit Report(s)
ALO as Leader/Facilitator of the
Institutional Reviews: Visits
• Consult with WSCUC staff liaison and team re visit
plans and schedule.
• Prepare draft schedule and revise as needed.
• Arrange hotel, local transportation and other logistics
before and during the visit.
• Set up and manage team room.
• Respond to requests for additional materials before and
throughout the visit.
• Receive WSCUC invoices and ensure they are paid.
Roles of the ALO:
The Three “R’s”
• Reviews
• Responsibilities
• Resource
What mistake should a new
ALO try to avoid?
Based on a survey of ALOs, which is the top response?
A. Putting your head in the sand because you don’t want to
deal with a thorny problem.
B. Waiting until the last minute to prepare any WSCUC
submission.
C. Being hesitant or afraid to ask for help from WSCUC
staff.
D. Assuming the entire responsibility of accreditation and
doing all the work by yourself.
E. Not reading communications from WASC.
The Three R’s: Responsibilities
• First Responsibilities
• Annual Responsibilities
- Report
- Dues
• Ongoing Responsibilities
(no particular schedule)
– Substantive Change Proposals
– Complaints
Responsibilities: First
•Contact your WSCUC Liaison for an
overview of WSCUC
•Inform WSCUC about the email address to
use for communication between you and
WSCUC offices
•Learn box.net
Responsibilities: Annual
ALO as Keeper of Annual Deadlines
•Prepare and submit the Annual Report
– The reporting website opens May 1 and closes May
31
– Includes updated information on enrollment, key
personnel, finances, substantive change matters,
etc.
•Receive Commission invoices for Annual Dues,
distributed in May, to ensure invoices are routed to the
right office and paid by September 1
Responsibilities: Ongoing
ALO as Substantive Change Manager
• Learn substantive change policies so you know when a new
initiative needs WSCUC approval.
[http://www.wascsenior.org/content/substantive-changemanual]
• Establish a process to ensure that all institutional substantive
changes are submitted to WSCUC .
• Review substantive change proposals before submitting to
WSCUC .
• Keep current on the institution’s Distance Education programs
and Off-Campus Location programs that are regularly reported
to WSCUC .
Responsibilities: Ongoing
ALO as Responder to Complaints
•Receive letters and documentation of complaints
submitted to WSCUC.
•Respond in a timely fashion to letters re complaints with
full documentation and explanations.
•Cooperate in resolving issues that affect compliance with
WSCUC CFRs and policies.
Roles of the ALO:
The Three “R’s”
• Reviews
• Responsibilities
• Resource
The Three R’s: Resource
ALO as Resource to the Institution
– Interpreter and Communicator
– Repository of Information
ALO as Resource to Other Institutions
– Member of the WSCUC ALO Community
Resource to the Institution
ALO as Interpreter and Communicator
•Keep current on changes in WSCUC Standards, processes and
policies.
•Determine how new policies and other changes affect the
institution.
•Establish new processes as needed to ensure conformity with
changes.
•Communicate changes to the right people in the institution.
•Disseminate information to stakeholders and answer questions
about WSCUC .
Resource to the Institution
ALO as Repository of Information
Maintain or know where to find accreditation materials:
• Institutional reports
• Team reports
• Data exhibits
• Visit materials
• Correspondence including Commission letters, Interim
Report Committee letters, Substantive Change actions,
etc.
• WSCUC Handbook and other resources
Resource to Other Institutions
ALO as Member of WSCUC ALO Community
•Attend ALO workshop at Annual Resource
Conference (ARC) and other special events and
meetings.
•Share information and advice with other ALOs.
•Provide WSCUC with feedback on proposed
policies, procedures, reports, etc.
•Serve on teams and committees as requested.
Agenda
• Introductions
• What Should a New Accreditation Liaison
Officer (ALO) Know about WSCUC?
• Roles of the ALO
• What Makes a Good ALO?
• Voices of Experience
• Advice for a New ALO?
What Makes a Good ALO:
Characteristics
Based on a survey of ALOs, which is the top response?
A.Sense of humor
B.Patience
C.Attention to detail
D.Readiness to lead change
E.Credibility within the institution (full trust of faculty and
administration)
F.Excellent writing and editing skills
What Makes a Good ALO:
Knowledge
Based on a survey of ALOs, which is the top response?
A. 2013 Handbook of Accreditation
B. Substantive Change Manual
C. “How to Host a Visit”
D. The Standards and Criteria for Review
E. Assessment and Program Review
F. “How to Deal with Difficult People”
Agenda
• Introductions
• What Should a New Accreditation Liaison
Officer (ALO) Know about WSCUC?
• Roles of the ALO
• What Makes a Good ALO?
• Voices of Experience
• Advice for a New ALO?
Voices of Experience
• Geoffrey Chase, Dean of Undergraduate Studies
and ALO, San Diego State University
• Lisa Bortman, Assistant Provost and ALO,
Pepperdine University
Agenda
• Introductions
• What Should a New Accreditation Liaison
Officer (ALO) Know about WSCUC?
• Roles of the ALO
• What Makes a Good ALO?
• Voices of Experience
• Advice for a New ALO?
What’s the Best Advice for a
New ALO?
Based on a survey of ALOs, which is the top response?
A. Follow the guides prepared by WSCUC.
B. Visit the WSCUC office and get to know your liaison.
C. Regularly network with ALOs and establish a mentoring
relationship with an experienced ALO from a similar
institution.
D. Determine the challenges facing your institution and see
whether WSCUC’s Standards or Criteria for Review can
bolster your case.
E. Stay calm…..
Questions? Comments?
Contact:
Barbara Gross Davis
bdavis@wascsenior.org
510 748-9798
Maureen A. Maloney
mmaloney@wascsenior.org
510 748-9795
Pepperdine University
Accreditation Liaison Officer (ALO)
WASC Senior College and University Commission (WSCUC)
Summary Based on WSCUC Criteria
Every accredited institution must have an ALO. ALOs assist the University’s CEO in addressing
accreditation matters. The ALO is the individual the WSCUC Commission relies on to communicate
matters of accreditation between the Commission and the University. ALO’s are expected to stay
knowledgeable about accreditation policies and processes, keep the campus informed about
accreditation changes, promote an understanding of the Commission’s accreditation Standards,
facilitate submission of timely reports to the Commission, and stay in contact with Commission staff.
Institutional Leadership
1. In collaboration with the CEO and others, facilitate development and sustainability of the
processes for institutional self-evaluation.
2. Encourage a campus culture that relies on research and data analysis to plan and implement
improvements to institutional quality and educational effectiveness.
3. Encourage a campus culture that values a focus on student learning and student achievement.
4. Assist in the creation and distribution of the self-evaluation of Education Quality and
Institutional Effectiveness Report ( formally self-study).
Knowledge and Interpretation
1.
2.
3.
4.
Stay knowledgeable about Commission Standards, policies, procedures and activities.
Keep current on changes to WSCUC Standards, processes and policies.
Determine how new policies and other changes affect the institution.
Establish new processes as needed to ensure conformity with changes.
Communication
1. Keep the campus and the CEO informed about information received from the Commission.
2. Communicate changes to the right people in the institution.
3. Disseminate information to stakeholders and answer questions about WSCUC.
Annual Responsibilities
1.
2.
3.
4.
Receive WSCUC invoices and ensure they are paid.
Ensure payment of dues is current.
Consult with the assigned WSCUC staff liaison for guidance.
Submit and review Annual Reporting information.
Ongoing Responsibilities
1. Facilitate production of reports to the Commission:
a. Establish committees that will conduct self-study and prepare the comprehensive
review report
b. Oversee the development of and submission of Interim Reports, Progress Reports,
Special Visit Reports
c. Create timelines and follow-through mechanisms and monitor progress
2. Support WSCUC team visits to the University:
a. Consult with WASC staff liaison and team re visit plans and schedule;
b. Prepare draft schedule and revise as needed
c. Arrange hotel, local transportation and other logistics before and during the visit,
d. Set up and manage team room
e. Respond to requests for additional materials before and throughout the visits
3. Maintain a file of or know where to find accreditation materials:
a. Institutional reports
b. Team reports
c. Data exhibits
d. Visit materials
e. Correspondence including Commission Action Letters (CAL), Interim Report Committee
letters, Progress Report Letters, Substantive Change actions
f. WSCUC Handbook and other resources such as guides and manuals
g. Act as an archivist of institution’s accreditation documents and history
4. Provide consultation and assist with communication about Substantive Change proposals
a. Learn Substantive Change policies so you know when a new initiative needs WSCUC
approval.
b. Establish a process to ensure that all institutional Substantive Changes are reported to
WSCUC and, where required, seek approval.
c. Review Substantive Change proposals before submitting to WSCUC.
d. Keep current on the institution’s Distance Education programs and Off-Campus Location
programs that are regularly reported and to WSCUC and, in some cases, require WSCUC
approval.
5. Complaints
a. Receive letters and documentation of complaints submitted to WSCUC.
b. Respond in a timely fashion to letters regarding complaints with full documentation and
explanations.
c. Cooperate in resolving issues that affect compliance with WSCUC Criteria for Review
(CFRs) and policies.
6. ALO as Member of WASC ALO Community
a. Attend ALO workshop at Annual Resource Conference (ARC) and other ARC and WSCUC
educational programming events and meetings.
b. Share information and advice with other ALOs.
c. Provide WSCUC with feedback on proposed policies, procedures, reports, etc.
d. Serve on teams and committees as requested.
Other Duties
1. Update WSCUC About on Key Personnel (CEO)
2. Set up an email account: alo@institution.edu to receive information from WSCUC.
The ALO should be knowledgeable and able to communicate information regarding the:
1. The Standards of Accreditation
2. Increased Institutional Effectiveness through Program Review, Integrated Planning and Resource
Allocation ( Redesign)
3. Rubric for Evaluating Institutional Effectiveness
4. Commission Resources
5. ALO Discussion Board
6. The Importance of Evidence based decision making
7. WSCUC guidelines for Substantive Changes
8. Box.net