Overview
The Assessment Catalyst Toolpack for Planning & Self Study introduces AI-assisted summary generation for Assessment Plan Reports. This feature enables administrators, leads, and contributors to synthesize complex plan data into a cohesive narrative, reducing the time spent drafting conclusions from a blank page.
How to Generate a Plan Summary
- To begin, click into an Assessment Plan.
- The interface displays options to Write Summary with AI and Write Summary Manually.
Choosing the option to write the summary with AI prompts the assistant to analyze a standard set of fields to ensure a consistent structure. The AI draws from:
- Plan Details: Name, year, type, and associated courses.
- Outcomes and Measures: Core goals and the metrics used to track them.
- Results and Statuses: Documented findings and the current standing of each goal.
- Action Items: Descriptions, due dates, progress updates, and budget requests.
- Historical Data: Year-over-year comparisons to highlight trends.
- Click Write Summary with AI and allow the assistant to analyze the data.
- The Assistant will think before generating a summary.
- Once a draft is generated, users may refine the text by providing the assistant with follow-up instructions.
- Additional instructions to consider providing to the AI Assistant:
Adjust Focus: Emphasize specific high-priority outcomes or measures.
Modify Length: Shorten the text for executive summaries or expand sections for detail.
Highlight Priorities: Focus on planned actions and associated resource needs (e.g., budget requests) to better communicate with leadership.
- After the final draft is generated, click Insert This Summary. Users retain full control to manually edit the generated text, fine-tuning the narrative before the report is finalized and saved.