building a comprehensive new analyst training program · slide 1 building a comprehensive new...

SLIDE 1

Building a

Comprehensive New

Analyst Training

Program

TAIR Conference

February 20, 2014

Addison, Tx

Deseree Probasco, Kent McShan,

Jacqueline Goffney

SLIDE 2

Objectives

• Brief overview of LSCS

• History and need for project

• Project design

• Implementation and results

• Adaptation

• Questions

SLIDE 3

Lone Star College System

• Six campuses, six satellite centers

• Over 76,000 credit students Fall 2013

Introduction

SLIDE 4

Who is ORIE?

Office of Research and

Institutional Effectiveness

Promote a culture of continuous improvement and

data-informed decision making.

Introduction

Planning Reporting Analysis Collaboration

SLIDE 5

ORIE Structure

and Tasks

Institutional Research• Ad Hoc Reporting

• Standardized Reporting

Enterprise Reporting• State Reporting

• Dashboards

• Automated Reporting

Institutional Effectiveness• SACS

• Continuous Improvement

• Student Learning Outcomes

IR

IEERS

Introduction

SLIDE 6

Institutional Research Organizational Structure:

Director

Institutional Research

KENT McSHAN

CF Campus Analyst

JACQUELINE GOFFNEY

System ORIE Analyst

FELIX HERRERA

TC Senior Analyst

TRUDI WHITE

Lead Senior ORIE Analyst

DESEREE PROBASCO

KC Campus Analyst

ANNA GARLAND

NH Campus Analyst

OPEN POSITION

UP Campus Analyst

LATRICE RIDEOUT

MC Campus Analyst

OPEN POSITION

CE / Workforce Analyst

MEI WANG

Introduction

SLIDE 7

• Newly centralized

• Understaffed but rapidly growing

• Implementing new ERP

(Enterprise Reporting- Peoplesoft)

• Rapidly increasing demand

History and Need

SLIDE 8

Training Method in 2010

• Shadowing a Senior Analyst

• Trial and error on tools and

systems

• Review process to correct errors

History and Need

SLIDE 9

History and Need

SLIDE 10

History and Need

SLIDE 11

Trainer Trainee

Lack of confidence

No set training plan

Confusion of Process

Deadlines

No set training plan

Confusion of Process

History and Need

SLIDE 12

History and Need

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14 New Hire Training in Weeks

Deseree

SLIDE 13

Project Design

Find a better way…

1. How do analysts learn?

2. What do they need to know?

3. What can we give them to succeed?

SLIDE 14

Project Design

1. How do analysts learn?

• One on one

• Independent study

• Shadowing at Campus

• Ticket assignments

• Transition to campus

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Project Design

2. What do they need to know?

• ORIE Mission and Goals

• Data Elements and usage

• Data tools and software

• Standard report types

• Workflow and Customer Service

• Data validation and review

SLIDE 16

Project Design

3. What can we give them to succeed?

• Formal Curriculum

• Mentor

• References and Resources/ Handbook

• Standard protocols

• Continuous Improvement

SLIDE 17

ORIE New Hire Training

Objectives:

At the end of this training plan you will be able to:

• Locate and use ORIE Resources and Tools on the shared drive.

• Update tickets and track work in SNOW.

• Use SQL Developer to extract data and modify and use banked iStar queries.

• Use Filemaker Pro to combine and code datasets extracted from iStar.

• Use PivotTable and other Excel functions to create and format reports from

extracted or banked data.

• Create standardized reports in common subject areas, i.e.

• Headcount and enrollments

• Student information like demographics and contact lists, completion and

success, persistence.

• Course data like delivery method, section counts, grade distribution.

SLIDE 18

Syllabus

Training Module: ORIE Overview o Understanding ORIE o Web Tour o Shared Resources and Toolbox o ORIE Work Orders o SNOW o Data Tools

Training Module: SQL o Anatomy of a SQL Query o SQL Developer o Practice Assignments

Training Module: Filemaker Pro o Converting files o Sort, Find, and Replace functions o Combine datasets o Import and Export data

Training Module: Excel o Pivot Tables o ORIE Style Guide o Quick tips on report formatting in Excel

Training Module: Headcount and Enrollments

Training Module: Enrollments by Delivery Method

Training Module: Completion and Success

Training Module: Contact Information and Methodology

SLIDE 19

Start where you are. Use what you have. Do what you can.

—Arthur Ashe

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ORIE Analyst Toolbox Protocol Bank

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Implementation and

Results

Jacqueline Goffney

SLIDE 27

Implementation and

Results

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14 New Hire Training in Weeks

Deseree Jacqueline

SLIDE 28

Implementation and

Results

SLIDE 29

Adaptation

Dream Big…

SLIDE 30

Adaptation

1. Adapt what you have.

2. See. Try. Do.

3. Create electronic resources.

Deseree Probasco

Deseree.M.Probasco@lonestar.edu

www.lonestar.edu/ORIE