When: Wednesday, March 4, noon PST/3pm EST: Launched in fall 2019, the Regional Leadership for Open Education (RLOE) initiative was inspired by CCCOER members’ growing need to collaborate across institutional and state boundaries to find solutions for issues impacting OER adoption at diverse, multi-institution systems. Many open education leaders face similar issues of advocacy and implementation beyond their home institution and wish for the opportunity to craft common solutions and eliminate duplication of efforts. Leaders from colleges, universities, library consortia, and government agencies were invited to participate in four workgroups to discuss and build solutions. Each workgroup has developed a focus project for pursuing in 2020 and will share early efforts and invite community feedback Policy & Strategy: focusing on a bibliography of open education policies and building a video repository of statewide OER policy clips. Stewardship: focusing on emerging frameworks for stewardship of open education resources and student privacy and data. Professionalism: focusing on building a matrix of emerging “open education” roles and their associated competencies to better identify training needs. Sustainability: focusing on building a virtual file cabinet of higher education infrastructure documents/templates integrating open education. Featured Speakers: Denise Cote, Reference Librarian, College of DuPage James Glapa-Grossklag, Dean, Educational Technology, Learning Resources, and Distance Learning, College of the Canyons Amy Hofer, Coordinator, Statewide Open Education Library Services, Open Oregon Quill West, Open Education Project Manager, Pierce College District Lisa Young, Faculty Director, Center for Teaching & Learning, Scottsdale Community College Moderator: Una Daly, CCCOER Director

1. March 4, 2020
noon PST
Regional Leaders of
Open Education
(RLOE)
Unless otherwise indicated, this presentation is licensed CC-BY 4.0

2. Agenda
● Introductions
● Overview
● OER Policy & Strategy
● Professionalism of the Open Educator
● OER Stewardship
● OER Sustainability
● Q & A

3. RLOE: OpenEd19 Launch
Organized by:
Policy &
Strategy
Professional
Competency
Sustainability
Stewardship
Data/OER

4. Speakers
Moderator:
Una Daly
CCCOER, Director
Open Education Global
Denise Coté
Professor & Librarian
College of DuPage
James Glapa- Grossklag
Dean Educational Technology,
Learning Resources and
Distance Learning
College of the Canyons
Quill West
Open Education
Project Manager
Pierce College
Amy Hofer
Coordinator,
Open Oregon Educational
Resources
Lisa Young
Faculty Director, CTL
Scottsdale Community
College
Kevin Corcoran
Executive Director,
Digital Learning,
Connecticut State
Colleges & Universities

5. OER Policy & Strategy
Dr. Denise Coté
Professor & Librarian
Illinois
Dr. Lisa Young
Faculty Director, Center
for Teaching & Learning
Arizona

6. OER Policy & Strategy
Bob Awkward, Massachusetts Erin Larsen, California
Boyoung Chae, Washington Mark McBride, New York
Denise Coté, Illinois Richard Sebastian, Achieving the Dream
Cheryl Cullier, Arizona Kylah Torre, Texas
Rebel Cummings-Sauls, Florida Christina Trunnell, Montana
Mike Daly, New York Christina Virden, Missouri
Ryan Erickson-Kulas, Michelson 20MM Foundation Lisa Young, Arizona
Spencer Ellis, Colorado
Brad Fricks, Alabama

7. OER Policy & Strategy
• Describe your state or regional partnership
and how it came about.
• What do you see as the most effective lever
for increasing OER adoption in your
state/region?
• What are your lessons learned?
Video/Audio Series: Key Topics in State & Regional OER Policy

8. OER Policy & Strategy
(DRAFT) The purpose of this document is to collect and summarize policies and procedures that
address the implementation of OER policy at the State and regional levels.
Implementing State Policy: Best Practices
Topics Include:
OER Grant Programs
Course Marking
Statewide or Multi-Institution OER Taskforces/Councils
Compliance with State Reporting Requirements
OER Studies & Surveys
K-12 Partnerships & Dual Credit
ZTC Programs & CTE Programs

9. OER Policy & Strategy
(DRAFT) The purpose of this document is to collect and summarize policies and procedures that
address the implementation of OER policy at the State and regional levels.
Implementing State Policy: Best Practices
OER Grant Programs
Massachusetts Higher Education Innovation Fund
North Dakota University System OER Grant Program

10. OER Policy & Strategy
(DRAFT) The purpose of this document is to collect and summarize policies and procedures that
address the implementation of OER policy at the State and regional levels.
Implementing State Policy: Best Practices
Topics Include:
OER Grant Programs
Course Marking
Statewide or Multi-Institution OER Taskforces/Councils
Compliance with State Reporting Requirements
OER Studies & Surveys
K-12 Partnerships & Dual Credit
ZTC Programs & CTE Programs

11. OER Policy & Strategy
(DRAFT) The purpose of this document is to collect and summarize policies and procedures that
address the implementation of OER policy at the State and regional levels.
Implementing State Policy: Best Practices
General resources
SPARC State Policy Playbook 2020
Creative Commons State Legislative Guide
UNESCO Guidelines on the Development of
OER Policies
OER Policy World Map: OER Policy
Registry

12. Share your feedback with us
Please send your feedback to denisecote@gmail.com

13. Professionalism of the Open Educator
Quill West
Open Education Project Manager
Washington

14. The Team
Phillip Anaya, Texas Stephanie Pierce, Arkansas Nathan Smith, Texas
Debbie Baker, Arizona Michelle Pilati, California Paul Stacey, British
Columbia
Alexis Clifton, New York Elaine Plourde, New York Sue Tashjian, Massachusetts
Emily Frank, Louisiana Lauren Roberts, Arizona Tina Ulrich, Michigan
Lori-Beth Larsen, Minnesota Andrea Scott, Utah Suzanne Wakim, California
Cailyn Nagle, California Kelsey Smith, California Linda Williams, Virginia
Ron Oxford, California

15. Our Current Questions
What are professional practices of open educators?
How do people find out about those practices?
Why should newcomers be invested in our field?
What do employers evaluate in terms of identifying people who will be
successful in open education roles?

16. Method
Define the “what” of open education professions. (Roles)
Describe the “how.” (Competencies and Skills)
Explore the “how to.” (Professional Development Opportunities)
Combine our findings into a useful matrix.
Controlled vocabulary
Cross-Walked skill sets
PD outcomes mapped to roles
Recommendations for needed skills

17. Existing Tools
• Collections of job descriptions (Salt Lake Community College)
• Open Educational Resources Competency Framework
(International Organisation of La Francophonie
• Adapted and annotated by Maricopa Community College District
• Our own experience in the field of OER

18. Sample: Revise OER
Maps To
Discipline faculty, Publishing Librarian, Instructional Designer, K-12
Teacher, Educational Technologist, Faculty Developer Trainer, others
as specified by position
Professional Development Opportunities
Affordable Learning Georgia: Tutorial 2

19. Eventually
People can use the matrix to find professional development
opportunities, help write job descriptions, have better conversations
about what it means to be a professional in open education.

20. Share your feedback with us
Please complete this web form:
https://forms.gle/MNav5G4dGtVgjXa76

21. OER Stewardship
James Glapa-Grossklag
Dean, Educational Technology, Learning
Resources and Distance Learning
California

22. Matthew Bloom, Scottsdale College Michael Mills, Montgomery College
Cindy Domaika, Nicolet College Judith Sebesta, Digital Higher Education
Consortium of Texas
Brittany Dudek, Colorado Community
Colleges
Deepak Shenoy, Deep Consulting
James Glapa-Grossklag, College of the
Canyons
Preston Davis, NOVA
Andrew McKinney, CUNY Nathan Smith, Houston Community College
Stewardship

23. Stewardship
“Stewardship is an ethic that embodies the responsible
planning and management of resources…. generally
recognized as the acceptance or assignment of
responsibility to shepherd and safeguard the valuables of
others.”
Stewardship, Wikipedia

24. Existing Resources & Next Steps
The CARE Framework (2018), Doug Levin, Lisa Petrides, Eddie Watson
• Expand / adapt existing CARE Framework to reflect emerging
awareness of privacy issues and to make more actionable in the field.
Student Bill of Rights, Student Voice
• Build on existing Student Bill of Rights for interacting with OER,
particularly as regards privacy and surveillance.

25. Share your feedback with us
Please share your feedback!
James.Glapa-Grossklag@canyons.edu

26. OER Sustainability
Amy Hofer
Coordinator,
Open Oregon Educational
Resources
Kevin Corcoran
Executive Director,
Digital Learning

27. Sustainability
Thomas Ayers, Iowa Leslie Kennedy, California
Marilyn Billings, Massachusetts Nathaniel King, Nevada
Virginia Clinton, North Dakota Wayde Oshiro, Hawaii
Jennifer Cournoyer, New Hampshire Sunyeen Pai, Hawaii
Ann Fiddler, New York Rodney Powell, North Carolina
Regina Gong, Michigan Eileen Rhodes, Connecticut
Bill Hemmig, Pennsylvania

28. Vision for Sustainability: Infrastructure
● OER is core to what we do
● Integration with student success
● This is already our job
● The funding already exists

29. Scope of Sustainability Workgroup Project
● The purpose of this spreadsheet is to collect examples of
open education embedded in existing processes,
workflows, and procedures.
● We hope that this will be a living, growing document as
we find more examples to share.
● We also hope that sharing these examples will lead to
more consideration of including open education in
mainstream institutional processes.

30. SUNY Sustainability Toolkit
https://oer.suny.edu/oer-sustainability/
● OER Field Guide
● Self Assessment Tool
● Planning Guide
OER Sustainability Self-Assessment
“It’s More Than Money”
"OER Sustainability Framework" by rpk GROUP is licensed under CC BY-NC-SA 4.0

31. https://tinyurl.com/rloesustainability

32. Request!
• Please add more in-scope examples to the tabs
• Let us know about relevant pipeline projects
• https://openoregon.org/contact/

33. Moving Forward Summer & Fall 2020
Spring/Summer
- Continuing to develop projects
- Looking at methods of sharing workgroup outputs in order to
incorporate ongoing updates and feedback.
Fall
- Aug/Sept Webinar: Outcomes of year-long exploration
- Invitation to open education community to provide more feedback
- OpenEd 2020: Pre-conference meetup and panel proposal

34. Questions?

35. Contact Info:
@unatdaly -- unatdaly@oeglobal.org
@cccoer Liz Yata -- lizyata@oeglobal.org
Thank you!