Workshops

This recently redesigned workshop provides intermediate-level keyholder training, and is specifically designed for individuals who have led IPEDS data submissions at their institutions for at least one full reporting cycle. It features best practices in IR, as well as technical efficiencies in data management through Excel and in review and submission of IPEDS survey data. The workshop expands on the use of IPEDS data for benchmarking to address key institutional questions and needs. Participants should have experience with the “Use the Data” section of the NCES website, and a working knowledge of Excel. 

Note: IPEDS survey component submission instructions and basic benchmarking concepts are not covered in this workshop.

This workshop provides essential beginner-level training and a thorough introduction to the IPEDS data collection cycle and reporting requirements. Workshop topics outline keyholders’ roles and responsibilities and highlight the resources available to assist in the IPEDS planning and reporting processes. Participants are given the opportunity to create an IPEDS planning calendar for the upcoming data collection cycle. Additionally, this workshop serves as a valuable professional networking opportunity for institutional researchers in their new roles.

This workshop prepares individuals to accurately complete the IPEDS Human Resources (HR) survey. It is designed for IR and human resources professionals, as well as other researchers or administrators who want to increase their understanding of these data. Topics include preparing data to increase consistency within the survey, understanding data definitions, classification of employees and alignment of employee function with Bureau of Labor Statistics Standard Occupation Classification (SOC) codes, coordination of effort between stakeholders in and outside of an institution, and planning for efficacy of data beyond the IPEDS HR survey itself. Exercises cover classifying employees properly, preparing for and completing the IPEDS HR survey, and benchmarking with commonly used employee metrics.

This workshop provides foundational training for completing the IPEDS Student Financial Aid Survey using an integrated approach to managing, storing, and extracting financial aid data required for survey completion. Topics include an overview of financial aid concepts and how they intersect IPEDS, how to effectively create frozen data files from enrollment and financial aid systems, how to use these files to answer the respective sections of the survey, and how the files can be leveraged to address additional internal reporting needs. The workshop concludes with exercises focused on how IPEDS financial aid data are used for external purposes as well as for internal benchmarking.

This workshop stresses the importance of accuracy and consistency in data reported to IPEDS. Examples of real IPEDS data used in the public domain are incorporated, enabling participants to understand the role of governmental and non-governmental entities in IPEDS reporting. The workshop includes presentations, discussions, exercises, and demonstrations using IPEDS data tools and resources.

This workshop introduces the fundamentals of benchmarking as a way to demonstrate institutional effectiveness. It is designed for individuals with little to no experience in benchmarking studies. Participants use data from the IPEDS Surveys, Data Feedback Reports, and the “Use the Data” center at the NCES website to learn about the types of comparison groups that can be constructed. Exercises demonstrate establishment of key performance indicators (KPIs) and identification of variables to refine comparison groups. 

This workshop is designed for IR professionals who have no training in finance or accounting, and focuses on a general understanding of higher education finance with an overview of where, how, and why IPEDS Finance data are used. Topics include an introduction to higher education finance; Governmental Accounting Standards Board (GASB) vs. Financial Accounting Standards Board (FASB); key accounting concepts; a review of general purpose financial statements and how they relate to the IPEDS Finance survey; and reporting comparison challenges. Exercises provide participants with experience completing the IPEDS Finance survey and benchmarking with commonly used finance variables.