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The group reviewed reporting format options, including a hybrid approach that updates language while maintaining clarity for 143 reporting units. 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Attendance & Membership Updates  \n• New Representatives:  \no Sharman Siebenthal (Academic Affairs, replacing Victoria)  \no Latisha “Tish” Cooper (Staff Senate)  \n• Transitions:  \no Greg Wood stepping off (no longer chair of college assessment)  \no Representation from College of Humanities, Arts, & Sciences TBD  \no Yum to represent College of Education, Behavioral & Health Professions (Dean’s Office)  \no Janet Mattern to represent assessment for the same college  \no No current college assessment representative for College of Business, Engineering, Computing & Analytics – follow-up with Dean  \no Sarah Wilhelm and Denise Murphy are departing committee.  \n• Continuing members: Randy (Library), Tim (Administration & Finance), Jennifer Walsh (DARE), Jessica Grater/Sean Morton (Admin reports), John Lombardi (Faculty Senate rep), Jeff Graham (Student Affairs), etc.  \n2. Reports from Last Year (FY25)  \n• Reports for FY25 have been submitted to President & CCD (AIEC, SLAG, GLAG reports) .  \n• Middle States compliance requires closing the loop for FY25 – cannot skip reporting for the prior year.  \n3. Strategic Planning Transition  \n• Current Situation: Transitioning from previous Strategic Plan reporting to the OKR (Objectives & Key Results) model.  \n• President’s Expectation: Midpoint review in January 2026; year-end evaluation in June 2026.  \n• Challenge: Avoid duplicating effort while ensuring compliance with Middle States and institutional continuity.  \n• Consensus:  \no FY25 report will be completed in a simplified format incorporating some OKR language.  \no Departments should align FY26 OKRs with lessons learned from FY25 outcomes.  \no OKRs will not fully replace the existing reporting this year; hybrid approach.  \n4. Reporting Format Discussion  \n• Options considered:  \no Table format (Goals → Actions → Metrics → Results → Continuous Improvement)  \no Maintain narrative format but integrate OKR terms (Objectives, Key Results)  \n• Concerns:  \no Table may overwhelm due to 143 reporting units.  \no Need for clarity and simplicity to encourage compliance.  \n• Decision:  \no Start with last year’s template, revise language to introduce OKRs.  \no Possibly add a short OKR section at the end linking FY25 results to FY26 objectives.  \n5. Data Storage & Submission  \n• Proposal to collect reports via Microsoft Teams site:  \no Shared Governance Team site recommended (broad access, no extra permissions needed) .  \no Departments upload Word or PDF reports.  \n• Portal Development:  \no Tim Pelesky paused full portal buildout until OKR framework is finalized.  \no Future portal could display institutional → division → department OKRs with real-time progress tracking.  \n6. Action Items  \n1. Sara-Beth – Share last year’s reporting template with group; update language for hybrid OKR approach.  \n2. All Members – Review revised template and provide feedback.  \n3. Sara-Beth/Jessica – Set up Teams structure for report submissions.  \n4. Sara-Beth – Schedule follow-up meeting within 2 weeks to finalize template and communication plan.  \n5. Committee – Develop PowerPoint/training materials once template and storage location are finalized.  \n6. Sara-Beth – Run proposed reporting format by President & Provost for approval.  \n7. All Members– Begin drafting updates to the Institutional Effectiveness Plan to reflect new framework.  \n7. Next Steps & Meetings  \n• Follow-up AIEC meeting within two weeks to finalize FY25 template and FY26 OKR integration approach.  \n• Campus communication and training to be prepared after approval.  \n• Continued coordination with Tim on portal/OKR tracking tool.  \nAdjourned.  \nMeeting Notes  \nDate: August 25, 2025  \nTime: 3:31 PM  \nRecorder: Sara-Beth Bittinger  \nAttendees  \n• Sara-Beth Bittinger  \n• Gregory J. Wood  \n• Tim Pelesky  \n• John Lombardi (Faculty Senate representative)  \n• Keith Terry  \n• Sudhir [Dean’s Office]  \n• Terry [Dean’","cbCaitAlzByXz7V7","https://ap.wps.com/l/cbCaitAlzByXz7V7","pdf",157983,"English","# Attendance & Membership Updates\n## Reports from Last Year (FY25)\n## Strategic Planning Transition\n## Reporting Format Discussion\n## Data Storage & Submission\n## Action Items\n## Next Steps & Meetings","[{\"question\":\"What major transition did the AIEC discuss for strategic planning reporting?\",\"answer\":\"The meeting focused on transitioning from prior strategic plan reporting to an OKR (Objectives \\u0026 Key Results) model, with a midpoint review in January 2026 and a year-end evaluation in June 2026.\"},{\"question\":\"How will FY25 reporting be handled given Middle States compliance?\",\"answer\":\"FY25 reports must be completed to close the loop and cannot be skipped. The consensus was to use a simplified format that incorporates OKR language.\"},{\"question\":\"What platform and workflow were proposed for collecting departmental reports?\",\"answer\":\"The group proposed collecting reports via a Microsoft Teams site, with departments uploading Word or PDF reports to a Shared Governance Team site structure.\"}]","AIEC Monthly Meeting Minutes - August 11, 2025 | PDF",1789277113]