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INTRODUCTION 

Collaboration

Collaboration 

Communication 

Transferpalooza 

Web Portals 

(3)

COLLABORATION

Statewide Transfer and Articulation

Statewide Transfer and Articulation 

Committees

Faculty Involvement

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(4)

COLLABORATION

Develop a statewide standing

Develop a statewide, standing 

committee to focus on statewide, 

multi‐institutional transfer and 

articulation

.

(5)

COLLABORATION

Massachusetts: Commonwealth

Massachusetts: Commonwealth 

Transfer Advisory Group

Minnesota:  Transfer Oversight 

Committee

Committee

Rhode Island:  Articulation/Transfer 

Committee

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(6)

COLLABORATION

Involve faculty in policy

Involve faculty in policy 

(7)

COLLABORATION

Arizona: Articulation Task Forces

Arizona:  Articulation Task Forces

Hawaii: Policies developed by 

p

y

cross‐sector faculty

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(8)

COMMUNICATION

State‐level Transfer Office/Official

State‐level Transfer Office/Official

Professional Transfer Personnel

Statewide Transfer Events

Encouraging Student Feedback

Encouraging Student Feedback

(9)

COMMUNICATION

Establish a state‐level office and/or

Establish a state‐level office and/or 

official whose sole or primary purpose is 

t f ilit t

t t

id

h t

to facilitate a statewide approach to 

transfer and articulation.

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(10)

COMMUNICATION

Florida: Office of Articulation in

Florida:  Office of Articulation in 

state Dept. of Ed.

Mississippi:  Assistant 

Commissioner for Community and

Commissioner for Community and 

Junior College Relations

(11)

COMMUNICATION

Designate campus personnel as contact

Designate campus personnel as contact 

persons about transfer and articulation.

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(12)

COMMUNICATION

Nevada: Articulation Coordinators

Nevada:  Articulation Coordinators 

on each campus

Ohio: a Ohio Transfer Module 

Coordinator and Transfer

Coordinator and Transfer 

Assurance Guide Coordinator at 

each campus

(13)

COMMUNICATION

Hold statewide events to communicate

Hold statewide events to communicate 

about transfer and articulation.

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(14)

COMMUNICATION

Illinois: meetings of Transfer

Illinois:  meetings of Transfer 

Coordinators group of the Illinois 

Articulation Initiative

Texas: Transferpalooza Dr Janet

Texas:  Transferpalooza ‐ Dr. Janet 

Marling of NISTS at UNT will tell us 

(15)

TRANSFERPALOOZA 

O

d

t t

id t

f

f

i t

d d t

One-day, statewide transfer conference intended to

build upon outcomes of the Transfer Success Summit.

Funded by a $160,000 grant from the Texas Higher

y

,

g

g

Education Coordinating Board, the event was held

simultaneously at 8 regional sites on May 22, 2009.

Over 1 000 individuals registered for the free event that

Over 1,000 individuals registered for the free event that

included lunch and significant take-away resources.

Outcome goals included knowledge acquisition (data

and best practices), preliminary transfer success action

planning, and partnership development.

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(16)

CONFERENCE AGENDA 

9:00 a.m.

Welcome & Keynote Address

Focus on transfer issues & developing partnerships –

p g p

p

John N. Gardner & Betsy O. Barefoot, The Policy Center

on the First Year of College

10:30 a.m. – 11:30 a.m.

Getting to Know Your Transfers

Recommendations from the Transfer Success Summit and related

data understanding regional transfer data and what it means to

data, understanding regional transfer data and what it means to

you and obtaining and utilizing institutional data

11:30 a.m. – 12:15 p.m.

Promising Practices: What are we doing right?

Highlight successful programs and partnerships

12:15 p.m. – 1:00 p.m.

Lunch / Networking

1:00 p.m. – 1:45 p.m.

Plenary Address

Focus on institutional selfevaluation & IPKIT

-Trudy Bers, Oakton Community College

(17)

CONFERENCE EVALUATION

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(18)

SUCCESSFUL TRANSFER ENHANCEMENT 

PROGRAMS

STEP Awards

PROGRAMS 

STEP Awards 

Statewide competition

6 Categories

6 Categories

Adjudicated outside TX

67 entries

67 entries

 57% from 4‐year 

 43% from 2‐year

 43% from 2 year

Monograph to be

(19)

LOGISTICAL CONSIDERATIONS

LOGISTICAL CONSIDERATIONS 

Personnel

Facilities & Scheduling

Core Leadership Team

Site logistics

Curriculum/training

Date selection

Local schedules

Appropriate lead time

Registration

Keynote acquisition & agency 

liaison

Conference Facilitators

Location selection

Regional differences

Population centers

Conference Facilitators

Grant staff paired with local 

professionals  

2‐year/4‐year partners

Facilities

Campus vs. event facility

Ease of access

2 year/4 year partners

Site Coordinators

Training

Compensation

Technology capabilities

Catering

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

Compensation

(20)

CREATING MAXIMUM IMPACT AND 

COLLABORATION

COLLABORATION 

Determine state’s hot transfer topics and 

policy/program strengths and weakness to 

determine possible conference topics

What entities will lend credibility to the 

project and possibly provide funding?

project and possibly provide funding? 

Determine best way to bring together 

2‐year and 4‐year institutions

Create a plan for sustaining the momentum 

beyond the conference

For additional information contact:

(21)

COMMUNICATION

Include student feedback in articulation

Include student feedback in articulation 

and transfer practices or policies.

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(22)

COMMUNICATION

Alaska: anonymous email and

Alaska:  anonymous email and 

“800” phone number

Kentucky: survey of community 

college students

college students

Missouri: policy emphasizes the 

primacy of student needs

(23)

COMMUNICATION

Build a strong presence for transfer and

Build a strong presence for transfer and 

articulation on the web and through 

W b 2 0 t

l

Web 2.0 tools.

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems

(24)

WICHE Survey of State and System Web Portals 

T

f

on Transfer

AL– STARS

MT‐Transferability Initiatives

AZ –Arizona Transfer

AR –Course Transfer System

CA–ASSIST

NH‐NH Transfer

NC‐College Foundation of NC

OH‐Ohio Board of Regents

CA ASSIST

FL–FACTS.org

HI‐System Course Transfer DB 

i

f

OH Ohio Board of Regents

OK‐OKTransfer.orh

OR‐Oregon University System

f

&

i l i

C

IL–iTransfer

IN–TransferIN.net

KY‐GOHigherKentucky

PA‐Transfer & Articulation Center

SC‐Commission on Higher Ed

TX‐Transfer101.org

MA‐MassTransfer

VA‐State Council of HE in Virginia

(25)

Partners and Roles

State/system  higher ed agency roles

Sole responsibility (15), shared w/ partners (8), minor 

(1), no role (1)

Public institutions required to participate? “No” (8)

Public institutions required to participate?  No  (8)

Incentives to participate?

Participation reported to state agency (2)

Institution Roles

Full partners (4);  Active contributors (14); Content 

providers (10); Minimal (1)

providers ( 0); Minimal ( )

State and private/non‐profit financial aid entities in more 

“full service” sites

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems 25

(26)

Goals and Benefits for Students

Create a more seamless and simplified process

Create a more seamless and simplified process 

for students

Address problem of too much too scattered

Address problem of too much, too scattered 

information

48% indicate that other websites [not campus‐

48% indicate that other websites [not campus

specific], exist that address transfer although…more 

than half say they collaborate

(27)

Goals and Benefits to Faculty and Staff

y

Faculty involvement is key

Faculty involvement is key.  

Streamline the work of collaborators, such as 

faculty’s role in the course review process

faculty s role in the course review process

Eliminate routine tasks of reporting, tracking, 

updating

updating

1/3

rd

reported no process to verify the info from 

institutions

institutions

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems 27

(28)

Goals and Benefits to States

Improved communications among partners

Improved communications among partners

Can leverage an existing culture of collaboration, 

e g states/systems with shared technology

e.g. states/systems with shared technology 

infrastructure

State‐level reporting and monitoring to ensure

State‐level reporting and monitoring to ensure 

currency of course info/agreements

Attract participation from all state institutions

(29)

Getting the Word Out!

g

Only 6 of the 24 reported “marketing” in budget [1‐17% of 

y

p

g

g

[

budget allocated]

Marketing strategies include:

Encourage advising/admissions personnel to promote and 

links on campus websites, catalogues, distribute print 

collateral

Media ads, PSAs, Billboard ads

Social media (FB, YouTube, Twitter)

Achieve full participation from all in‐state public and privates 

to push traffic to one single resource

Best Practices in Statewide Articulation and Transfer Systems Best Practices in Statewide Articulation and Transfer Systems 29

(30)

For Further Information:

htt //

i h

d / t

http://www.wiche.edu/stas

Christine Lundt Hezel Associates

Christine Lundt, Hezel Associates, 

[email protected]

Meegan Cox, Hezel Associates, 

[email protected]

Janet Marling, UNT, 

[email protected]

M lli M Gill WCET/WICHE

References

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