Cyclical Assessment Planning
Creating an Assessment Plan
In order to create an Assessment Plan, a user must first be assigned the Administrator role for Planning & Self Study. With this permission, users can create Assessment Plans by following the steps described below.
The process begins by selecting Plans on the left-hand administrative menu.
On the following screen, all existing Plans will display, along with a Start ...
How to Enter Data in an Annual Assessment Plan
When you log in to Planning & Self Study by Watermark, you will see a page that looks like this, with dashboards for each Organization- such as a program, co-curricular or administrative unit- for which you have been assigned as a Lead contributor to enter assessment and planning data. Each dashboard includes links that take you directly to areas to enter specific conte...
Maintaining Past History in Assessment Plans
Here are some best practices when looking to make changes to your plan:
Mission Statement: Click Revise in Organization Management (not Edit) and assign an effective year to the revised Mission Statement.
Outcomes: Click Revise in Organization Management (not Edit) and assign an effective year to the revised Outcome.
Measures: Add a new Measure within a plan and...
Tracking Actions and Adding Updates
Centralized Tracking of Actions
Program Contributors can see all Program Actions, Track statuses, and report on progress of improvement initiatives from their Program’s profile.
Administrators and Program Leads can access actions created for assessment plans through the Actions tab in the Organization Profile page. Here, these users can view actions for all relevant...
Comprehensive CSV Export of Assessment Plans
The Comprehensive CSV Export of Assessment Plans includes the Findings Summary and Analysis Summary, Actions Items, and Action Status.
This report will export the data for all the input fields results and findings along with the measure actions and their respective updates for an organization.
To locate the report, click on an assessment plan title.
Creating an Assessment Plan Review
In Planning & Self-Study, Program assessment plans are able to be reviewed via rubric evaluation.
Creating a New ReviewThe administrator can create a review for an organization with a unique title, due date, rubric for evaluation and can then allocate it to multiple organizations. You can assign a specific reviewer to a specific organization or to multiple organizat...
Reviewing an Assessment Plan
After an Assessment Plan has been completed, reviewers may be assigned to review the plan using a rubric.
If you are assigned as a reviewer, you will receive an email notification that the plan is ready for review. You'll also receive a reminder email to complete the review within 48 hours of the due date.
As a reviewer, you can also access the assigned revie...
Contributor's View of Review Feedback
Once reviews are completed, Contributors can easily access them through the Docs and Reports tab of the organization profile.
Click the review title under Review Results.
As a Contributor, you'll be able to see the criterion scores and feedback. You also have the option to download as a PDF.
FAQ: Cyclical Assessment Planning
What are the acceptable file types when attaching a file to a measure?
pdf, txt, log, xml, doc, docx, xls, xlsx, ppt, pptx, gif, jpg, jpeg, png, csv
What is the file size limit for file attachments?
If I update a measure, will that measure change in previous plans even though previous plans are marked Complete?
Yes. If you're changing the definition of a meas...