Evaluation of clusters of higher education and research institutions

Evaluation campaign 2018-2019 (group E)

What there is to know

In a context of attaching greater importance to clusters of institutions and the strategies they develop, combined with the trend towards greater institutional autonomy and responsibility, Hcéres designs a scheme that takes account of the interdependency of the different entities involved in the territorial coordination strategy and the need to coordinate evaluations.
With the Department of Evaluation of Clusters of Higher Education and Research Institutions coordinating all activities, Hcéres’ goal is to perform a consistent global evaluation of territorial coordinations and their entities subject to evaluation:

  • by analysing the implementation of the strategy of the territorial coordination’s lead institution and how it relates to the implementation of the specific strategies of each of the territorial coordination’s constituent institutions;
  • by ensuring the exhaustiveness and continuity of all evaluations (territorial coordination, institutions, training and research);
  • by limiting any overlaps between the areas analysed in these different evaluations and avoiding the submission of redundant requests to institutions;
  • by making a value-added contribution to the strategic management of a site and its entities by producing a final summary of the integrated evaluation of the territorial coordination and different evaluation reports for each of the entities inspected, with each of these reports accompanied by recommendations designed to contribute to the continuous improvement process.

The design and implementation of the evaluation processes for territorial coordinations and their entities are coordinated in the form of an integrated evaluation, carried out by adopting a “V”-shaped approach:

  • the evaluation of the territorial coordination’s strategy is carried out prior to the evaluations of the constituent institutions of the site in question, and its results partially determine the content of these institutional evaluations (in a “top-down” approach). The activities of the site’s evaluated entities (institutions, doctoral schools, study programmes, research units, etc.) are, to a certain extent, examined in light of the territorial coordination’s stated goals, according to their analysis in its self-evaluation report. In addition, the plans of the site’s constituent entities are, to a certain extent, examined in light of the territorial coordination’s declared strategic priorities for the next contract;
  • the evaluations relating to the activities and results observed for research units, doctoral schools and study programmes are gradually consolidated in site summaries at the site level (in a “bottom-up” approach), and these summaries are, in turn, integrated to produce a final summary document that highlights the site’s strengths and helps improve the quality of its management.

Workshop on evaluation processes of clusters of higher education and research institutions

Presentation made for the 2018-2019 evaluation campaign (group E) by Annie VINTER, director of the evaluation department of territorial coordinations, Michel ROBERT, director of the evaluation department of insitutions, Robert FOUQUET, scientific advisor and coordinator, Stéphane ONNÉE, scientific advisor coordinator.

  • Preparation

    Stage 1 :

    Establishment of the interdepartmental project team
    Who : Hcéres
  • Stage 2 :

    Campaign launch, meeting with participants, adaptation of the process
    Who : Hcéres
  • Stage 3 :

    Characterisation form for the region/territorial coordination
  • Stage 4 :

    Formation of panels of experts
    Who : Hcéres
  • Stage 5 :

    Submission of self-evaluation report and strategic priorities of the territorial coordination
    Who : Establishments
  • Stage 6 :

    Identification of the territorial coordination’s expectations
    Who : Hcéres
  • Stage 7 :

    Panel of experts approved by the territorial coordination
    Who : Establishments
  • Stage 8 :

    Preliminary work by experts on the panel
    Who : Experts
  • Visit

    Stage 9 :

    Visit including interviews with:
    • President of the territorial coordination,
    • Senior management team,
    • The Council of Members,
    • Members of the Administrative Board/Academic Council,
    • Local authorities,
    • Socio-economic partners,
    • Research bodies,
    • SATT (technology transfer acceleration companies),
    • etc.
    Who : Experts
  • Reporting back

    Stage 10 :

    Transmission of the provisional report
    Who : Hcéres
  • Stage 11 :

    Joint consultation phase
    Who : Establishments
  • Stage 12 :

    Final validated version of the report on the territorial coordination
    Who : Hcéres
  • Stage 13 :

    Evaluation report on the territorial coordination’s strategy
    Who : Hcéres
  • Integration

    Stage 14 :

    Final summary
    Who : Hcéres

The Group E evaluation process, from its launch to the transmission of evaluation reports, shall cover the period from November 2017 to September 2019.

November-December 2017

Kick-off meetings for the in situ evaluation campaign

22 February 2018

Transmission to Hcéres of one generic email address per institution which will be used as the login name for the submission of self-evaluation files to the Pélican platform, as well as the consultation of the evaluation reports and the submission of comments about it on the Hcéres electronic document management (EDM) system.

31 May 2019, at the latest

Deadline for submission of self-evaluation files for territorial coordinations and of the document presenting the strategic focuses for the next contract.

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