Pre-/Post-conference Education

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Pre- and post-conference educational opportunities are offered as multi-day, full-day, and half-day sessions on Monday, May 27, Tuesday, May 28, and Friday, May 31. Topics range from the development of specific skills, to approaches to institution-wide needs, to a robust data visualization bootcamp. Seats are limited, and additional fees are required (AIR member and non-member prices are listed for each offering). Forum attendees receive a 10% discount.

The schedule below includes the data bootcamp (Monday and Tuesday) followed by half- and full-day offerings on Monday, Tuesday, and Friday


Data Bootcamp

Monday - Tuesday

Monday (8:00 AM – 5:15 PM) and Tuesday (8:00 AM – 11:45 AM)


Workshops

Monday

Monday Full-day (8:00 AM - 4:00 PM)

  • Promoting Equity and Inclusion through Intentional Practice ($300/$350)

    Presenters: Marjorie Dorime-Williams, University of Missouri; Michael Williams, University of Missouri

    There is a noticeable gap between espoused and enacted values around equity and diversity in postsecondary education. While institutions speak about the importance of these issues, dedication is less visible. Institutional effectiveness, institutional research, and assessment professionals have an opportunity to make good on the promise of creating more socially just and inclusive learning environments for students. This workshop provides tools to help us think differently about how to use data to support diverse student constituencies, and how to supplement data collection and analysis strategies with designs that show promise for promoting inclusion.

    Participants in this workshop will:

    • Describe issues that impact equity and diversity at  institutions
    • Identify how issues of equity and diversity impact their individual practice
    • Critique assessment and other data collection methods that may hinder equitable student outcomes
    • Recognize how institutional data can be more effectively used to support marginalized student groups
    • Recommend professional practices that can improve efforts to support institutional goals of equity and diversity


    Note: Participants are not required to bring a laptop to this workshop.

  • Survey Research Methods: Key Aspects and Best Practices ($300/$350)

    Presenters: Liz Williams, University of Massachusetts Amherst; Alicia Remaly, University of Massachusetts Amherst

    This visual-rich workshop will employ real-world examples and small-group exercises to introduce key aspects of survey research methods. The workshop will emphasize the best practices advanced by leading experts and feature ten "modules" that focus on different aspects of survey research. Participants will gain important knowledge useful for considering and evaluating survey data quality, and for planning and conducting self-administered surveys. 

    Participants in this workshop will understand:

    • Key aspects of survey research methods, including survey response theory, sampling, survey modes, question design, visual design principles, online survey software (Qualtrics), survey error, and data management
    • Contemporary challenges in conducting quality survey research.


    Note: Participants are not required to bring a laptop to this workshop.


Monday Half-day Morning (8:00 AM -11:30 AM)

  • Beyond Newcomers: Insights for Continued Professional Growth (CANCELLED)

    Presenters: Gayle Fink, Bowie State University; Becky Brodigan, Colby College; Elizabeth Clune-Kneuer, Prince George's Community College

    This workshop is designed to help mid-level practitioners be proactive and strategic about their professional development. Topics focus on development of soft skills and include reaching beyond routine tasks, being noticed, and building relationships. We will also talk about how institution type and office size can affect roles, and what to look for in future opportunities as you develop as a professional. Participants should have a basic foundation in IR and be comfortable with common jargon used in the field. Participants will be invited to take a personal assessment prior to the workshop to aid in discussion and individualized goal-setting.

    Participants in this workshop will:

    • Gain understandings of ways to take charge of and think strategically about career development
    • Identify strategies for reaching beyond routine tasks, being noticed, and building professional relationships
    • Understand how factors like institution type, office size, and reporting structure affect IR roles
    • Understand where they “fit” professionally
    • Evaluate future opportunities to suit their uniqueness"

    Note: Participants are not required to bring a laptop to this workshop.

  • Introduction to Institutional Research ($150/$175)

    Presenters: Eric Atchison, Mississippi Board of Trustees of State Institutions of Higher Learning; Melanie Sullivan, Providence College 

    This informative and interactive workshop is designed for individuals who are new to the field of institutional research. We review the typical roles and responsibilities associated with IR, highlight useful resources, and learn how to develop connections with others in the field.

    Participants in this workshop will:

    • Gain understandings of common projects and responsibilities in institutional research
    • Identify useful resources to aid their work and professional development
    • Learn how to develop relationships with other professionals in the IR field

    Note: Participants are not required to bring a laptop to this workshop.

  • Introduction to SPSS syntax ($150/$175)

    Presenter: Yuxiang Liu, Yeshiva University

    This workshop is designed for anyone who would like to learn SPSS syntax, including new IR professionals. SPSS is one of several major statistical packages used in institutional research. The workshop will provide hands-on experience for commonly-used SPSS commands and procedures, including running frequencies, crosstabs, and descriptives; formatting or creating variables; giving variable or value labels; reading data from files of other formats such as SAS, STATA, Access, Excel, and text; joining multiple data files; aggregating data; running the index; and running macros.

    Participants in this workshop will:

    • Have a firm grasp of SPSS syntax so that they can perform data manipulation and analyses effectively
    • Use SPSS syntax to accomplish the common tasks of IR
    • Cross-check data, identify data errors, and maintain data integrity

    Note: Participants attending this workshop are required to bring a laptop capable of running IBM SPSS software. Details on available trial versions will be shared in advance of the workshop.  

  • IPEDS Data and Benchmarking: Supporting Decision Making and Institutional Effectiveness ($25)

    Presenters: Erez Lenchner, CUNY John Jay College of Criminal Justice; Vince Castano, Fayetteville Technical Community College

    This workshop introduces the fundamentals of benchmarking as a measure of 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 of Data” section of 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.

    Note: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed.

  • IPEDS Data as the Public Face of an Institution (CANCELLED)

    Presenters: Carrie Mata, Oglethorpe University; Eileen Brennan, Henry Ford College

    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.

    Note: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed.

  • IPEDS Human Resources Training ($25)

    Presenters: Nancy Floyd, North Carolina State University at Raleigh; Hui-Min Wen, New College of Florida

    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.

    Note: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed.

  • Successfully Becoming a Director of IR/IE ($75/$100 *2-hour Session*)

    Presenters: Bill Knight, Miami University; Gregory Rogers, Association to Advance Collegiate Schools of Business

    Are you interested in becoming a director of IR/IE, or did you recently assume the role? What are your questions and concerns? Where are resources that may be helpful to you? The workshop facilitators, who represent over 60 years of IR/IE experience combined, will offer their ideas and guide discussions on the knowledge, skills, and other considerations necessary for success as an IR/IE leader using a flipped classroom format with resources provided for before and after the Forum.

    Participants in this workshop will:

    • Understand and discuss their ideas about the knowledge, skills, and other considerations necessary for success as IR/IE leaders
    • Gain foundations for developing leadership professional development plans

    Note: Participants are not required to bring a laptop to this workshop.


Monday Half-day Afternoon (12:30 PM - 4:00 PM)

  • A Brief Introduction to R ($150/$175)

    Presenters: Brendan Dugan, Indiana University

    This workshop briefly introduces participants to the open-source statistical programming language, R. R’s capacity to flexibly handle a variety of common IR tasks, from data cleaning to reporting, makes it an ideal tool for analysts. Participants will work through foundational concepts for use of R, from vectors and environments to simple functions and automation. R syntax, data files, and resources will be provided. No prior experience with R is required, but familiarity with Excel and other statistical software (SPSS, SAS, or Python, etc.) is beneficial. Participants are expected to install R and Rstudio prior to the workshop.

    Participants in this workshop will:

    • Understand the foundational concepts, syntax, conventions, and broad utility of R
    • Identify strategies for and resources for further learning and reference, and to hone troubleshooting skills
    • Develop a greater understanding of data classes, structures, and manipulation with R

    Note: Participants attending this workshop are required to bring a laptop with R installed.

  • Application of Advanced Data Mining Algorithms to IR Analytical Projects with R Demo ($150/$175)

    Presenter: Ying Lin, Syracuse University

    This workshop features the Cross Industry Standard Process of Data Mining (CRISP-DM) and highlights some of the most common data mining algorithms in IR toolboxes. Detailed discussion of both theory and implementation in open-source data science programming language R will be included. Participants will achieve solid understandings of these important data mining techniques and gain substantial amounts of hand-on experience in putting knowledge to practice through R codes.

    Participants in this workshop will understand:

    • How to carry out CRISP-DM in institutional research projects
    • The theories behind some of the most important machine learning algorithms employed in data analysis
    • How to implement and apply learning algorithms in R programming language

    Note: Participants attending this workshop are required to bring a laptop with R and RStudio installed.

  • Comprehensive Curriculum Mapping for Learning Outcomes Assessment (CANCELLED)

    Presenters: Yongmei Li, Converse College

    Student learning outcomes assessment is crucial for institutional effectiveness. Curriculum mapping, a prerequisite for program learning outcomes (PLOs) assessment, provides a way to align PLOs with curricula. Typically, a curriculum map is comprised of PLOs, courses required for completion of a specific academic program, and levels of learning for each course (i.e., introductory, reinforced, and mastery). However, it is unclear to what extent course learning outcomes (CLOs) align with PLOs and measures used to assess CLOs. This workshop focuses on the use of simple and comprehensive curriculum mapping to align curricula with PLOs, CLOs, and measures.

    Participants in this workshop will:

    • Define each component of simple and comprehensive curriculum mapping
    • Understand how to evaluate a curriculum map
    • Apply techniques to develop, implement, and evaluate curriculum maps at their institutions

    Note: Participants are not required to bring a laptop to this workshop.

  • Data Governance: A Primer (Waitlist Only)

    Presenter: Braden Hosch, Stony Brook University

    Data governance is commonly misperceived to be a technological problem when in fact, at its core, data governance is a set of guidelines for how people behave and make decisions about data. This workshop is designed for participants at institutions where data governance is undeveloped or developing. Six topics will be covered: the major aspects of data governance, including definitions; selling data governance to senior leadership; maturity models; characteristics of a data governance system; technological solutions; and change management. Participants will build prioritized action plans for developing data governance functions at their institutions.

    Participants in this workshop will:

    • Define data governance as an activity that centers on human behavior, not data
    • Describe major components of data governance activities
    • Articulate challenges at their institutions and how data governance will address those challenges
    • Assess their institutions’ cultures and organizations with a data governance maturity model
    • Create outlines for how data governance could fit into existing organizational structures
    • Discuss how technology may assist, but not perform, data governance
    • Explain principles of change management in higher education institutions
    • Construct action plans for next steps to advance data governance at their institutions

    Note: Participants attending this workshop are required to bring a laptop capable of running Microsoft Office.

  • IPEDS Student Financial Aid Training ($25)

    Presenters: John Ingram, Community College of Allegheny County; Wes Marburger, Studio Beauty School

    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.

    Note: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed.

  • Using Tableau to Automate IR Data Reporting (Waitlist Only)

    Presenter: Sarah Gallimore, York College of Pennsylvania

    Automating IR tasks using SAS and R is not new to many large IR offices. However, small IR offices typically lack resources for complex programming. The presenter has designed a flexible automation process with minimal programming using Tableau (Desktop Version) for common IR tasks related to IPEDS, CDS, U.S. News, factbooks, ad-hoc requests, etc. that dramatically increases IR efficiency. This workshop consists of hands-on step-by-step instruction in using Tableau to set up and automate IPEDs and CDS surveys. Also, participants will learn how to use Microsoft OneNote to organize IR tasks. Last, but not least, participants will learn some tips and tricks of using Tableau. By the end of the workshop, participants will have the confidence to begin using Tableau for their own data reporting.

    Participants in this workshop will:

    • Construct the data sets for IPEDs surveys
    • Set up Tableau and get results for IR annual reports, such as IPEDS GR, GR200, OM, Completion surveys and CDS Section J
    • Automate IR tasks in Tableau
    • Use Microsoft OneNote to organize IR tasks

    Note: Participants attending this workshop are required to bring a laptop capable of running Tableau. Details on available trial versions will be shared  in advance of the workshop.


Tuesday

Tuesday Full-day (8:00 AM - 4:00 PM)

  • IPEDS New Keyholders Workshop ($25)

    Presenters: Carrie Mata, Oglethorpe University; Nancy Floyd, North Carolina State University at Raleigh; Eileen Brennan, Henry Ford College

    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.

    Note: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed.

  • R for the IR Professional: Transforming, Visualizing, and Communicating Data ($300/$350)

    Presenters: Josh Barillas , AACSB International ; Olya Musokhranova , The University of Tennessee-Knoxville

    This workshop kindly and briefly introduces analysts to R, a free, open-source programming language. This workshop will cover the typical workflow needed to do data analysis in IR, including data importing, cleaning and transforming data, and visualizing and communicating results in reproducible formats. We will then follow that with advanced topics focused on interoperability between Python, SQL, and R with an example of web scraping. The workshop will be taught via RStudio Cloud, a cloud version of the RStudio IDE, so no external installation will be required.

    Participants in this workshop will:

    • Gain knowledge of the R programming language, the suite of data analysis packages known as the tidyverse, and how to use these tools in a workflow suitable for IR analysts
    • Understand why reproducible data analysis is important and how they can use R to achieve reproducible results
    • Utilize other languages such as Python and SQL in conjunction with R to accomplish their analyses
    • Increase their awareness of new tools introduced by RStudio to allow for data analysis on the cloud

    Note: Participants attending this workshop are required to bring a laptop with Wi-Fi capability.


Tuesday Half-day Morning (8:00 AM - 11:30 AM)

  • Building a Modern Data Governance Structure (Waitlist Only)

    Presenter: Rick Burnette, Florida State University

    Dramatic changes in the data landscape have forced us to redefine effective data governance structures. Many institutions have addressed some dimensions of data governance, but dramatic changes in data and technology have rendered some structures obsolete. Increases in the quantity and types of data, expansion of cloud storage, and greater engagement in data analytics by a wide array of professionals create new challenges. However, effective organizational structures and policies can increase insights and reduce the risk of improper use. This interactive session will help you review your existing structures or allow you to begin planning your first.

    Participants in this workshop will:

    • Create data governance policies, procedures, and roles]
    • Identify and create data governance structures appropriate for their institutions
    • Understand and represent road maps for implementation of data governance strategies at their institutions

    Note: Participants are not required to bring a laptop to this workshop.

  • Conducting a Quality Survey Research Project ($150/$175)

    Presenter: Darlena Jones, Association for Institutional Research

    Survey research is one of the most important areas of measurement in applied social science and provides valuable insight into the student experience. In this workshop, we present the principles of survey research, explore the traits of quality survey instruments, and provide practical tips for reporting. Participants new to survey research will not be overwhelmed, and those needing a refresher will find useful pointers. Learn from a seasoned researcher on ways to incorporate survey research into your data collection.

    Participants in this workshop will:

    • Understand how research questions are translated into survey questions
    • Articulate how to collect high quality survey data by defining the population, setting a timeline for survey administration, and identifying appropriate validity/reliability tests
    • Articulate how to write a quality executive summary that showcases survey research results

    Note: Participants are not required to bring a laptop to this workshop.

  • Equity, Diversity, and Inclusion, Oh My! Engaging & Delivering Equity Related IR/IE Needs at Your Institution ($150/$175)

    Presenters: Priyank Shah, Rochester Community & Technical College; Narren Brown, South Central College; Michael Anthony, Rochester Community & Technical College

    Equity, diversity, and inclusion (EDI) are increasingly part of conversations and work taking place in IR/IE offices. Challenging questions and concerns about how to best pursue equity-related research abound. This workshop will discuss the importance and relevance of equity in IR work, and share practical approaches and examples for implementing equity-related research. We will discuss leveraging data to inform strategic initiatives and consider key challenges in implementing equity research at your institutions. Small group discussions and activities will bring together participants who are at different stages of engaging EDI issues in efforts to share their experiences.

    Participants in this workshop will:

    • Define diversity, equity, and inclusion (definitions and concepts)
    • Identify and understand different institutional stages of using data to inform and advance EDI discussions
    • Calculate equity gaps and communicate equity gaps in relatable manners to different audiences
    • Create strategies to navigate the EDI conversation at their institutions

    Note: Participants are not required to bring a laptop to this workshop.

  • Program Review for Non-Academic Units and IR, Too ($150/$175)

    Presenters: Paula Krist, University of San Diego

    In addition to academic program reviews, many accreditors now expect institutions to conduct regular reviews of student support and administrative units. This session presents a model for non-academic unit review that is used at the University of San Diego. Session participants will examine how an IR office has conducted the self-study component of this review process and will be provided a template for use at their institutions.

    Participants in this workshop will:

    • Identify key elements of non-academic unit self-studies: unit overview, cost analysis, benchmarking, assessment summary, recommendations
    • Describe existing metrics that can support unit review
    • Leave with a self-study template and other resources for conducting unit review for an office of institutional research
    • Bring a model for non-academic unit review back to their institutions

    Note: Participants attending this workshop are required to bring a laptop with Wi-Fi capability.

  • Student Satisfaction Inventory: How to Best Use the SSI on Your Campus ($150/$175)

    Presenter: Julie Bryant , Ruffalo Noel Levitz

    The Student Satisfaction Inventory is a comprehensive assessment that captures the student experience inside and outside of the classroom with both a level of importance and a level of satisfaction. The data identify institutional strengths and challenges compared with external benchmarks and allow for longitudinal trend analyses. This workshop will provide guidelines for analyzing and presenting the satisfaction data, including examples of deeper dives and communication methods. Suggestions will be shared on relevant data elements for enrollment management, student affairs, and academic affairs. Participants will be encouraged to share their own examples of what is working at their institutions.

    Participants in this workshop will:

    • Learn a variety of methods for analyzing and presenting their institutions’ Student Satisfaction Inventory data
    • Receive suggestions for maximizing the data for use by a variety of departments and initiatives
    • Benefit from a targeted event specifically for institutional researchers to get their data analysis questions answered
    • Gain knowledge from the presenter's 20+ years of satisfaction assessment expertise as well as ideas from their colleagues who also work with student satisfaction surveys

    Note: Participants are not required to bring a laptop to this workshop.

  • Using Community College Measures of Effectiveness for Institutional Improvement and Accountability ($150/$175)

    Presenters: Kent Phillippe, American Association of Community Colleges; Vaughn Alexander Hendriex, American Association of Community Colleges

    The Voluntary Framework of Accountability (VFA) is the first national framework for accountability and institutional improvement created by community colleges for community colleges. It includes metrics designed to assess student progress, collegiate outcomes, and post-collegiate outcomes. Join this workshop to explore the rationale and definitions of the VFA’s cohorts and measures, and gain hands-on experience using VFA data. Learn how to utilize the VFA’s data visualization and export tools to perform analyses and create reports that drive institutional improvement and accountability. Participants will return to their institutions with report examples that feature their institutions’ progress and outcomes data.

    Participants in this workshop will:

    • Understand the rationale and meaning of the cohorts and measures in the VFA
    • Learn how to use the VFA data tool to report, view, and benchmark their institutions’ data
    • Learn how to utilize the VFA data and tool to create reports and do analysis that directs improvement, strategic planning, restructuring, data consistency, accreditation, and accountability to internal and external stakeholders

    Note: Participants attending this workshop are required to bring a laptop capable of running Microsoft Office.

  • Using R to Tidy your Data ($150/$175)

    Presenter: Brian Pattiz, University of Denver

    This workshop is targeted to IR professionals with some experience with R who are looking to expand their knowledge of data manipulation, exploration, visualization, and modeling. Tidyverse, a collection of R packages, is designed to provide a systematic approach for working with data. Examples of its uses are: importing a variety of data formats; cleaning untidy data; dealing with special data types, such as character strings and date-times; visualizing data based off a grammar of graphics ; and providing utilities for statistical modeling.

    Participants in this workshop will:

    • Import and work with software-specific data formats from Excel, SPSS, SAS, and Stata as well as internet-based data formats XML and JSON
    • Transform and manipulate data into a tidy format for easy reporting and analysis
    • Create graphics in a systematic way for exploratory data analysis and reporting
    • Use tools that make performing statistical modeling and analysis easier

    Note: Participants attending this workshop are required to bring a laptop with R and RStudio installed.


Tuesday Half-day Afternoon (12:30 PM - 4:00 PM)

  • Building a Narrative Via Evidence-Based Storytelling ($150/$175)

    Presenter: Natasha Jankowski, National Institute for Learning Outcomes Assessment

    This workshop builds on a 2018 AIR pre-conference workshop that featured the concept of evidence-based storytelling. In this workshop, participants will review various tools and lessons learned from the Excellence in Assessment (EIA) designation narrative proposals, the National Institute for Learning Outcomes Assessment (NILOA) Transparency Framework, AIR’s Statement of Aspirational Practice for IR, and the approach of organizational digital narratives to begin crafting their own evidence-based stories. By pulling examples from the field and engaging with participants on how to move reporting and transparency towards effective communication, this workshop will assist participants in transitioning IR into a more central role of meaning making. Participants will leave with a refined narrative about their work.

    Participants in this workshop will:

    • Be aware of tools and resources available as they work to prepare their own evidence-based stories.
    • Engage in peer discussions to support revisions of their institutional stories.
    • Understand their roles in building evidence-based stories.

    Note: Participants are not required to bring a laptop to this workshop.

  • Enrollment Dashboard in a Day with Microsoft Power BI ($150/$175)

    Presenters: Angela Henderson, Stetson University; Resche Hines, Stetson University

    This workshop will introduce participants to Microsoft Power BI, a free dashboard and data visualization tool, and provide step-by-step guidance on creating and sharing interactive visual reports. The first part of the workshop will feature examples of reports developed at the presenters' institution with discussion of the overall implementation experience. Participants will then create a variety of dashboard elements with guidance from the presenters, including graphs, tables, maps, and more. By the end of the workshop, participants will be able to import their own data and customize the provided enrollment template to suit their needs..

    Participants in this workshop will:

    • Learn how one institution transitioned Excel data into interactive dashboards using Power BI
    • Understand the basics of Power BI (importing data, developing visuals, sharing reports, etc.)

    Note: Participants of this workshop are required to bring a laptop with Microsoft Excel and Power BI installed. (Power BI desktop can be downloaded and installed for free through www.powerbi.microsoft.com.)

  • Enrollment Forecasting and Modeling in Tableau (Waitlist Only)

    Presenter: Craig Abbey, University at Buffalo

    This workshop features several enrollment forecasting and modeling techniques. Participants will use Tableau's built-in forecasting features and a cohort-based technique to gain the skills needed to forecast their institutions’ enrollments. Advanced techniques, including table calculations and level of detail calculations and parameters, will be used to create tools to model applications, tuition revenue, and class demand.

    Using enrollment and application data, participants will learn how to:

    • Use Tableau's forecast tool
    • Build a cohort-based enrollment
    • Build tools to project revenue
    • Build tools to forecast enrollment from applications data
    • Build tools to forecast course and seat demand

    Note: Participants attending this workshop are required to bring a laptop that is loaded with Tableau 2018.1 or newer.

  • IPEDS Finance Training for IR Professionals ($25)

    Presenters: Eric Atchson, Mississippi Board of Trustees of State Institutions of Higher Learning; Elizabeth Clune-Kneuer, Prince George's Community College

    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. 

    Note: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed.

  • Program Student Learning Outcomes Assessment: An Evaluator's Perspective ($150/$175)

    Presenter: Yongmei Li, Converse College

    Program-level student learning outcomes (PL-SLOs) assessment is crucial for institutional effectiveness. The major components of PL-SLOs assessment include program mission, target achievement levels, results, and use of results to close the loop. This workshop will focus on what each component is and how to complete each component in order to effectively assess student learning outcomes at the program level. Participants will also learn to evaluate the quality of each component. The presenter will share a template and examples. The participants will leave the session with strategies to apply to PL-SLOs assessment at their institutions.

    Participants in this workshop will:

    • Define each component of program-level student learning outcomes assessment
    • Evaluate a program-level student learning outcomes assessment report
    • Apply the techniques learned to develop, implement, and evaluate program-level student learning outcomes assessment at their institutions

    Note: Participants are not required to bring a laptop to this workshop.

  • SimplifEYE: A Non-Designers Workshop for Designing High Impact Data Visualizations ($150/$175)

    Presenters: Emily Burke, Association of Schools and Programs of Public Health; Christine Plepys, Association of Schools and Programs of Public Health

    Building on the presentation of Stephanie Evergreen at the 2018 AIR Forum, this workshop will begin with a discussion of data visualization theory. Critiquing real-world examples, participants will learn how to identify the elements that make good (and bad) data visualizations, including story-telling and design elements. Each participant will receive a Data (Viz) Dictionary and, using tools that are available to IR professionals, such as Microsoft Excel, PowerPoint, and Word, participants will work together and with the workshop leader to build data visuals. In addition, with the dataset provided, participants will learn how to use and design charts with the built-in chart functionality and design pane. Further, participants will design data visualizations for different purposes and mediums, including presentations, infographics, and reports.

    Participants in this workshop will be able to:

    • Discuss data visualization theory and identify best practices in data visualization design
    • Use Microsoft products to design high quality data visualizations
    • Create a high-quality data visualization for immediate use

    Note: Participants attending this workshop are required to bring a laptop capable of running Microsoft Office.

  • Visualizing Survey Data in Tableau ($150/$175)

    Presenter: Rebecca Barber, Arizona State University

    It can be difficult to create visualizations for survey data that represent a variety of question types. For example, “check all that apply” questions can result in confusing data (does “null” mean “no” or that respondents didn't select any of the answer items?). Also, Likert scales can be hard to compare when visualized with simple stacked bar charts. This session will highlight best practices in preparing and analyzing survey data with Tableau. Participants will use Tableau Prep to prepare survey data for analysis and create several best-practice visualizations.

    Participants in this workshop will:

    • Reconfigure survey data into a structure that supports quality data visualization and analysis
    • Create visualizations that effectively communicate insights from survey data

    Note: Participants attending this workshop are required to bring a laptop that is loaded with either this trial version or with your own Tableau license (if you already have one). AIR will provide participants with a trial version of Tableau in advance of the workshop.


Friday

Friday Full-day (8:00 AM - 4:00 PM)

  • Best Practices for Reporting and Using IPEDS Data to Improve Office Efficiencies ($25)

    Presenters: Braden Hosch, Stony Brook University; Eric Atchson, Mississippi Board of Trustees of State Institutions of Higher Learning; Erez Lenchner, CUNY John Jay College of Criminal Justice

    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: Participants attending this workshop are required to bring a laptop with Microsoft Excel installed.

  • Tableau Fundamentals for the IR Professional ($300/$350)

    Presenter: Craig Abbey, University at Buffalo

    In this workshop, participants will learn the basic features and functions of Tableau through a series of hands-on exercises using higher education data. Participants will acquire the skills to connect to data, filter data, create a variety of visualizations, build basic calculations, and build interactive dashboards they can share with their institutions. Additionally, mapping data, organizing data, and working with data will be covered. Perfect for those with a little or no experience, this workshop will help participants gain Tableau expertise.

    Participants in this workshop will:

    • Increase their knowledge of Tableau terminology
    • Learn how to connect to multiple data sources
    • Gain the knowledge to filter, sort, and group data; format, convert, and bin data; create data visualizations; and use basic table calculations
    • Learn how to map geographical data
    • Enhance their abilities create dashboards and stories
    • Become familiar with parameters
    • Learn how to use and customize tool tips

    Note: Participants attending this workshop are required to bring a laptop that is loaded with Tableau 2018.1 or newer.