Designing a Thorough and Inclusive Selection Process for Strategic Planning, Assessment, and E-Portfolio SoftwareR-14_Roundtable 2011


This session was held on Monday, December 5, 2011 from 5:30 – 6:30 p.m.


Roundtable Focus  


The University of North Florida embarked on a process to select commercial software to replace homegrown systems for assessment and strategic planning, and to add capability for student e-portfolios. In this roundtable, we share our design of a thorough and inclusive software selection process and related documents. Lessons learned include

  • allowing plenty of time;
  • opting for thoroughness over speed;
  • communicating early and often with stakeholders;
  • building enthusiasm for the process from the start; and
  • insisting on seeing how candidate products will work with your data and in your context.

This session is recommended for administrators, staff, and faculty involved in the selection of software for management of strategic planning, assessment, and/or e-portfolios.



 The Facilitators 


Dr. Judith E. Miller, Executive Director of Assessment

University of North Florida

1 UNF Drive

Building 1, Suite 2700

Jacksonville, FL 32224

(904) 620-2765

Shawn W. Brayton, Director of Academic Programs and Accreditation Liaison

University of North Florida

Office of the Provost/Academic Affairs

1 UNF Drive

Building 1, Suite 2500

Jacksonville, FL 32224

(904) 620-2700


 Handouts Provided 


1. Handout Packet Cover Sheet

6. Strategic Planning Demo Script

2. Requirements  

7. Assessment Demo Script

3. Presentation to Chairs

8. Student Portfolio Software Script

4. Invitation to Negotiate

9. Demo Attendee Feedback

5. Proposal Evaluation Matrix

10. Committee Ballot