Performance Management: HEQSF Scorecard
description
Transcript of Performance Management: HEQSF Scorecard
![Page 1: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/1.jpg)
Performance Management: HEQSF Scorecard
David BleazardDirector: Institutional Planning
Presentation to the HEDA User GroupNovember 2013
Performance_Management_Nov2013_1
![Page 2: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/2.jpg)
Objective
• To show how CPUT is adapting the Performance Management Scorecard to track the HEQSF programme development process
![Page 3: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/3.jpg)
Background
• The alignment of qualifications to the new Higher Education Qualification Sub-Framework (HEQSF) is a huge challenge for UoTs– B.Techs being phased out– New qualification types include Higher Certificate, Diploma,
Degree, Professional Degree, Advanced Diploma
• CPUT estimates that it will have to develop about 200 new qualifications during the next five years
• The processes for development and approval of the qualifications are complex, both internally and externally
![Page 4: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/4.jpg)
Stages and Steps
Category A qualifications: Minor amendments required to align to HEQSFApproximately 40 qualifications – mostly postgraduate qualifications
Category B qualifications: Less than 50% change to existing curriculumApproximately 70 qualifications – mostly National Diplomas
Category C qualifications: More than 50% change to existing curriculumApproximately 110 qualifications – more than half are B.Tech qualifications to be phased out and replaced by HEQSF aligned qualifications
![Page 5: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/5.jpg)
Example of Stage & Steps
![Page 6: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/6.jpg)
Applied Technology
• How to keep track of all the processes and their associated documentation?
• The idea arose of using the newly developed Performance Management Scorecard to track and report on progress
• The various stages (and steps within stages) of the HEQSF process have been incorporated within the model
• Custom-built reports have been developed by IDSC to report on progress to Faculties and Departments
![Page 7: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/7.jpg)
Accessing the Module
![Page 8: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/8.jpg)
Plans List
![Page 9: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/9.jpg)
Plan Example
![Page 10: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/10.jpg)
Updating the Plan
![Page 11: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/11.jpg)
Attachments
![Page 12: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/12.jpg)
Attachment Example
![Page 13: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/13.jpg)
Reporting
• Reporting was a primary requirement in the conceptualisation of the HEQSF Scorecard
• Two levels of reporting are currently available– Detailed Report– Overview Report
![Page 14: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/14.jpg)
Accessing the Reports
![Page 15: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/15.jpg)
Detailed Report
![Page 16: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/16.jpg)
Filter Capability
![Page 17: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/17.jpg)
Filter Outcome
![Page 18: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/18.jpg)
Drill-down Capability
![Page 19: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/19.jpg)
Overview Report
![Page 20: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/20.jpg)
Original Conception
![Page 21: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/21.jpg)
Suggested Enhancements
• Alphabetic Order– Alphabetic ordering of Faculties and Departments can be
achieved, but is clumsy
• Entering Performance– When data is entered in the Performance Agreement
window, the cursor jumps to the top of the page; it should stay at the level of the amended item
• Deletion Warnings– Warnings should appear before Faculties, Departments or
Qualifications are deleted
• Removing Documents– It should be possible to remove a document uploaded in
error
![Page 22: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/22.jpg)
Challenge
• The main challenge in using the HEQSF Scorecard arises from the complexity of the process
• A great deal of information for a wide variety of qualifications needs to be captured and updated
• Only one person, the Head of Academic Planning, is managing the process and implementing the tracking
![Page 23: Performance Management: HEQSF Scorecard](https://reader035.fdocuments.net/reader035/viewer/2022062517/56813ba8550346895da4d8f0/html5/thumbnails/23.jpg)
Advantages
• Without something like the Scorecard, the HEQSF alignment process will become unmanageable
• The Scorecard provides reports that can be shared with the Faculties and Departments
• A central view of the process and its progress is available