Organizations, small- and medium-sized enterprises, academic and governmental institutions all have mechanisms and plans for auditing and assessing their activities. But just thinking about what’s involved in such processes can be stressful for those involved. Where should your organization start? What data might be useful? What are the meaningful metrics needed to establish best practices and how should your organization be thinking about them as applied to productivity or workflows? Accountability is fraught with sensitive issues like these. This event will bring together a group of experts from across the information community to share their ideas and experiences regarding what works and what doesn’t.
Confirmed speakers include Makala Skinner, Senior Analyst, Ithaka; Valrie Minson, Assistant Dean of Assessment and Student Engagement, University of Florida; Gillian Harrison Cain, Director of Member Programs, Atla; and Bill Kasdorf, Principal, Kasdorf & Associates.
Moderated by Jill O'Neill, Director of Content, NISO
The following questions were addressed by our speakers:
- Please be prepared to provide the NISO audience with a brief description of your background, your role in your organization or institution and the community that you serve.
- Embarking on the process of an audit or of an assessment can be intimidating. The activity may be short or long, conducted formally or informally. In the context of your specific role or organization, how do you begin the process? What is a good starting point for such an activity -- rationale, goals, metrics, development of instruments, etc.?
- In your experience, how do colleagues or clients tend to think about audits or assessment? Is it viewed as something helpful or is it sometimes viewed as more of a barrier to be gotten past?
- What are some of the tips that you might offer to the audience when embarking on an audit or assessment process? Are there roadmaps for gauging time, costs, etc.?
- How do you develop the right instrument for conducting an audit or assessment? How do you know if what you’re working with is appropriate?
- A management consultant once told me that a significant part of her role was trying to anticipate what might go wrong at various points in a project. What can go wrong? How do you adapt if something goes awry?
- How do you foster trust and credibility in the process or in the final outcome?
- What impact does the need (or desire) for remote working have on this type of activity?
- While every project is different, are there particular challenges in presenting results of an audit or assessment exercise? What helps in communicating to colleagues or clients areas for improvement or growth?
- Is there a role for standards setting organizations like NISO in this area? If so, what might be helpful or useful next steps?
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