Strategies for Effective OER Implementation in Institutions

Associate Director, Institutional Relations
Nicole Finkbeiner
OpenStax Institutional
Partner Program
 
INSTITUTIONAL PARTNER PROGRAM
2
Goal: Increase the use of ALL OER at institutions
Structured program proven to increase the use of OER at
institutions.
Last year’s institutions impacted an additional 50,000
students (150% increase) with OER
Competitive program: 42 institutions applied for the 11 slots this
year.
Cost:
FREE to the institutions thanks to a William & Flora Hewlett
Foundation grant
Estimated value: $20,000 per institution
 
INSTITUTIONAL PARTNER PROGRAM
3
Goal: Increase the use of ALL OER at institutions
Individualized consulting on your OER effort and strategies
A community of support through a cohort of other institutions in
the program
Up to 10 hours of dedicated tech support for CNX
Campus visit from OpenStax
Up to 3 webinars per year
Monthly institution reports of adoptions/interest
SUNY, as a system, gets:
Effective strategies for
encouraging OER
from working with over 177 colleges and
universities on their OER initiatives
Effective strategy:
Be proactive and persistent
 
DIRECT VS. INDIRECT TACTICS
6
Direct tactics
Should result in one or more faculty members
saying:
Yes
No
I’m interested, tell me more
 
DIRECT VS. INDIRECT TACTICS
7
Direct tactics
You should be able to track, for each direct
strategy:
Faculty who expressed interest (aka
“leads”)
Faculty who adopted
New students impacted
 
DIRECT VS. INDIRECT TACTICS
8
Indirect tactics
“If you build it, they might find it”
Does not result in you getting a yes, no, or I’m
interested from faculty
Helpful, but should not be your main focus
 
PARTNER SCHOOLS: WHAT DOESN’T WORK
9
Stand-alone OER workshops/presentations
Department meeting presentations without a “carrot”
OER website on the college/university site
Student-driven activities
Presentations/booths at other faculty events (not including
orientations)
Display of books
Tactics that didn’t increase interest/adoptions
Do 8 direct tactics in one
academic year
"8 Ball" by Jarno, via
OpenClipArt.org
OER Textbook Display, LibGuides, Website, Committee Meetings, Course Schedule Listings, Library Reserves, On-Campus Advertisements
Open Ed Week
Faculty inservices
Faculty inservices
Bookstore deadline
Senior admin email
Dept. presentations
Faculty office visits
OER Workshops
OER Grant Program
OER Petting Zoo
OER Workshops
Faculty office visits
Student Success conf.
“Zone of
Adoption”
OER Textbook Display, LibGuides, Website, Committee Meetings, Course Schedule Listings, Library Reserves, On-Campus Advertisements
OER Workshops
Student Success conf.
OER Textbook Display, LibGuides, Website, Committee Meetings, Course Schedule Listings, Library Reserves, On-Campus Advertisements
Effective strategy:
“An effective goal focuses
on results, not activity”
Stephen R. Covey
7 Habits of Highly Effective People
For every high intensity/direct
action, goal-set & track 3
things:
- Faculty interest (aka “leads”)
- Faculty adoptions
- Students impacted
 
MEASURE OUTCOMES, NOT ACTIONS
16
“We presented at 10 department meetings (185 faculty total) and 8 faculty
expressed interest right away. From thos
e 8, so far, 2 have agreed to adopt
OER for their courses, a total of 500 students per year impacted.”
Action: Present at department meetings
Goal: 25 interested faculty from presentations
Interest/leads so far from action: 8 (out of 185)
Adoptions so far from action: 2
Students so far from action: 500 per year
If a direct action isn’t resulting
in new interest or adoptions,
stop and refocus 
on actions
that are working
Effective strategy:
It’s going to be a time &
money investment
“You will be pushed further than you
thought possible, but in a nurturing
and highly supportive way.”
Erik Christensen
South Florida State College
Re: OpenStax Institutional Partner Program
Market 
early & often
.
Think 
beyond emails
.
Effective strategy:
Start with momentum
and scale
Focus on scale
What are your top 25 highest-enrolled
courses?
Who teaches those full-time?
Start with easy wins to
impact students 
now
1. Adopt
2. Adapt
3. Create
 
QUESTIONS?
25
OpenStax at Rice University
openstax.org
info@openstax.org
@openstax
Nicole Finkbeiner
nicolef@rice.edu
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The OpenStax Institutional Partner Program aims to increase OER usage in institutions, providing structured programs and support. Strategies include proactive approaches, direct and indirect tactics for engaging faculty, and leveraging experience from multiple colleges and universities. The program offers valuable benefits such as individualized consulting, tech support, webinars, and community support. By implementing these strategies, institutions can enhance OER adoption and impact a greater number of students effectively.

  • OER Implementation
  • Institutional Partner Program
  • OpenStax
  • Education Strategies
  • Faculty Engagement

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  1. OpenStax Institutional Partner Program Nicole Finkbeiner Associate Director, Institutional Relations

  2. INSTITUTIONAL PARTNER PROGRAM Goal: Increase the use of ALL OER at institutions Structured program proven to increase the use of OER at institutions. Last year s institutions impacted an additional 50,000 students (150% increase) with OER Competitive program: 42 institutions applied for the 11 slots this year. Cost: FREE to the institutions thanks to a William & Flora Hewlett Foundation grant Estimated value: $20,000 per institution 2

  3. INSTITUTIONAL PARTNER PROGRAM Goal: Increase the use of ALL OER at institutions SUNY, as a system, gets: Individualized consulting on your OER effort and strategies A community of support through a cohort of other institutions in the program Up to 10 hours of dedicated tech support for CNX Campus visit from OpenStax Up to 3 webinars per year Monthly institution reports of adoptions/interest 3

  4. Effective strategies for encouraging OER from working with over 177 colleges and universities on their OER initiatives

  5. Effective strategy: Be proactive and persistent

  6. DIRECT VS. INDIRECT TACTICS Direct tactics Should result in one or more faculty members saying: Yes No I m interested, tell me more 6

  7. DIRECT VS. INDIRECT TACTICS Direct tactics You should be able to track, for each direct strategy: Faculty who expressed interest (aka leads ) Faculty who adopted New students impacted 7

  8. DIRECT VS. INDIRECT TACTICS Indirect tactics If you build it, they might find it Does not result in you getting a yes, no, or I m interested from faculty Helpful, but should not be your main focus 8

  9. PARTNER SCHOOLS: WHAT DOESNT WORK Tactics that didn t increase interest/adoptions Stand-alone OER workshops/presentations Department meeting presentations without a carrot OER website on the college/university site Student-driven activities Presentations/booths at other faculty events (not including orientations) Display of books 9

  10. Do 8 direct tactics in one academic year "8 Ball" by Jarno, via OpenClipArt.org

  11. 7 Student Success conf. Dept. presentations OER Grant Program Senior admin email Bookstore deadline Faculty office visits Faculty office visits Zone of Adoption Faculty inservices Faculty inservices OER Petting Zoo OER Workshops OER Workshops Open Ed Week 6 5 4 Intensity level 3 2 1 OER Textbook Display, LibGuides, Website, Committee Meetings, Course Schedule Listings, Library Reserves, On-Campus Advertisements 0 1-Jul 1-Aug 1-Sep 1-Oct 1-Nov 1-Dec 1-Jan 1-Feb 1-Mar 1-Apr 1-May 1-Jun

  12. 7 Student Success conf. OER Workshops 6 5 4 Intensity level 3 2 1 OER Textbook Display, LibGuides, Website, Committee Meetings, Course Schedule Listings, Library Reserves, On-Campus Advertisements 0 1-Jul 1-Aug 1-Sep 1-Oct 1-Nov 1-Dec 1-Jan 1-Feb 1-Mar 1-Apr 1-May 1-Jun

  13. 7 6 5 4 Intensity level 3 2 1 OER Textbook Display, LibGuides, Website, Committee Meetings, Course Schedule Listings, Library Reserves, On-Campus Advertisements 0 1-Jul 1-Aug 1-Sep 1-Oct 1-Nov 1-Dec 1-Jan 1-Feb 1-Mar 1-Apr 1-May 1-Jun

  14. Effective strategy: An effective goal focuses on results, not activity Stephen R. Covey 7 Habits of Highly Effective People

  15. For every high intensity/direct action, goal-set & track 3 things: - Faculty interest (aka leads ) - Faculty adoptions - Students impacted

  16. MEASURE OUTCOMES, NOT ACTIONS We presented at 10 department meetings (185 faculty total) and 8 faculty expressed interest right away. From those 8, so far, 2 have agreed to adopt OER for their courses, a total of 500 students per year impacted. Action: Present at department meetings Goal: 25 interested faculty from presentations Interest/leads so far from action: 8 (out of 185) Adoptions so far from action: 2 Students so far from action: 500 per year 16

  17. If a direct action isnt resulting in new interest or adoptions, stop and refocus on actions that are working

  18. Effective strategy: It s going to be a time & money investment

  19. You will be pushed further than you thought possible, but in a nurturing and highly supportive way. Erik Christensen South Florida State College Re: OpenStax Institutional Partner Program

  20. Market early & often. Think beyond emails.

  21. Effective strategy: Start with momentum and scale

  22. Focus on scale What are your top 25 highest-enrolled courses? Who teaches those full-time?

  23. Start with easy wins to impact students now

  24. 1. Adopt 2. Adapt 3. Create

  25. QUESTIONS? OpenStax at Rice University openstax.org info@openstax.org @openstax Nicole Finkbeiner nicolef@rice.edu 25

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