Working with College Review
Overview of College Review features The self-assessment structure
Managing performance using balanced scorecard principles Gathering self-assessment information
Outputs from the Balanced Scorecard feature Self-assessment report outputs and improvement management
Strategic analysis using S.W.O.T. principles The options and benefits of scoring management practice

Managing performance using balanced scorecard principles

The Balanced Scorecard feature of College Review is one its most popular features amongst users because it is improves the performance management of Course Teams and overall College performance.

The Scorecard feature also provides a range of report documents and enables the performance of Curriculum Departments to be assessed by bringing together Course Team scorecards. Improvement action points and plans can be defined and monitored.

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To quickly see the features of scorecard open the illustration file for a typical college:

  • within Scorecard go to 'File > Open', select the Illustration Scorecard file and click Open.

The first scorecard screen lists typical key objectives for a College.

These fall under 6 perspectives in the illustration file and can be customised to reflect the objectives of Course Teams, Service Departments or the College as a whole..

The drop down box accesses the 6 perspectives which in this illustration file reflect the section headings of the Common Inspection Framework.

Click 'Performance' to move to the performance screen. This screen holds information on performance and targets for each key objective.

The top section allows navigation of each of the key objectives and then gives space to record the measure used to record the performance of the key objective and to record the current performance of the College (or Course Team).

Space is also provided to set 'traffic light' targets for each key objective against which performance can be measured. Strategy might be to set targets that reflect the performance of the top 10% of Colleges, the national average or targets that the College considers appropriate.

The lower section of the Performance screen enables you to record the 'traffic light' performance for each key objective at regular intervals. The measurement frequency settings can be customised, go to 'Options' on the menubar.

Space is provided to record the Evidence source for the performance decision, Areas for Improvement and Notes on performance.

Click SAR Points to access the screen where you can record information that will support the annual self-assessment return. For the key objective you can record strengths, improvements in the last 12 months, evidence regarding strengths, areas for improvement and summary comment. This information can be transferred to the self-assessment area of College Review. This information can also be compiled into an MS Word document

Click the Action button to access the feature which records necessary action points.

Measuring performance must be done by reference to the College's Management Information System (M.I.S). The M.I.S. button within Scorecard can be customised to access the M.I.S of the College with a single click using 'Options' on the menubar.

If the College's management information is in a number of locations the M.I.S. button should be set to access an index page with a number of hyperlinks which will access all parts of the College's M.I.S.

Click 'View Scores' at the bottom of the screen to view the 'traffic light' performance for all the key objectives for the last 4 periods.

The 'Issues' screen provides a feature to link the each key objective to the relevant quality statements in the self-assessment part of College Review.

This part of College Review can be used to record, maniputate and output the information to support the annual SAR and there is a feature to enable the SAR information in scorecards to be imported to the quality statements. It is, however, important that the relevant quality statements are identified.

These can be done by clicking the SAR Issues button at the bottom of the screens. Relevant quality statements can be identified by using the drop down boxes and then selected by clicking Select. Issues will be listed either as management processes or results. These can be compiled into an MS Word document for printing using the Print feature.

Relevant SAR issues should be selected, and saved. for scorecard templates to provide consistency.

We offer five main recommendations in using Scorecard to manage the performance of Course Teams, and the College, and provide SAR feedback. These are:
  1. Carefully define a template for Course Teams in your College by customising one of the templates included in the program, or as subsequently made available. Colleges in the User Group are sharing their templates with other Colleges in the User Group;
  2. Define a separate scorecard template for the College as a whole which includes key objectives that are inappropriate for Course Teams. Assess the 'traffic light' performance of this scorecard separately.
  3. Encourage managers in Curriculum Departments to set 'traffic light' targets with Course Teams that will focus everyone on the performance level that the College is seeking to achieve;
  4. Provide resources at Department level to enable 'traffic light' performance for Course Teams to be achieved;
  5. Get Course Teams to note their information to support the SAR on a continuous basis.