Evaluation of clusters of higher education and research institutions

Evaluation campaign 2019-2020 (group A)

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.

Integrated evaluation and evaluation of territorial coordination / Evaluation process of institution

Presentation made for the 2019-2020 evaluation campaign (group A) by Annie VINTER, director of the evaluation department of territorial coordinations, Michel ROBERT, director of the evaluation department of insitutions, Laurent DAUDEVILLE, 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
    Who : Hcéres
  • 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 A evaluation process, from its launch to the transmission of evaluation reports, shall cover the period from November 2018 to September 2020.

November-December 2018

Kick-off meetings for the in situ evaluation campaign

22 February 2019

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

April – May 2019

Launch of the PELICAN platform and training for users on its use

3 June 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

What to check/drop

    The documents listed below provide more detailed information to assist sites with their self-evaluation process.

    Self-evaluation files are submitted via the PELICAN joint exchange platform (https://www.collecte.evaluation-contractualisation.fr) established by Hcéres and the French Ministry of Higher Education, Research and Innovation. The information entered and transmitted by institutions and organisations is used by Hcéres and experts to perform the evaluations.

    The application period will begin in April-May 2019 to enable institutions to start submitting their files prior to the deadline for submissions. Access to the application procedure is secure and requires a username and password. These will be issued by Hcéres after receipt of the generic email address that will be used as the username, which must be transmitted by each institution to aide.pelican@collecte.evaluation-contractualisation.fr, by 22 February 2019. 
    Hcéres will also use this address to send institutions information about the half-day presentations on the PELICAN platform, the start of the application period, and the transmission of the institutions’ evaluation reports.

    Evaluation files are submitted in 2 stages:

    1. Checking and addition of information to the pre-entered data on the forms. The online forms are used to provide a description of each evaluated entity (managers, contact details, parent institutions and bodies, disciplines, etc.). Certain data are pre-entered according to the lists of entities to be evaluated that are sent to Hcéres, and/or standards known to the Ministry (RNSR, etc.). For the best results, institutions are strongly advised to complete these forms as soon as the PELICAN platform is launched. This will save time when it comes to the final submission of the documentation included in the self-evaluation files.  
    2. Submission of different files followed by confirmation of the submission. 

    Until the submission of the files has been confirmed, changes can still be made to the files and the evaluation cannot begin. Users requiring any additional information about the PELICAN platform can consult the online user guides which require no prior authentication, and the guides to the submission of files for each type of evaluation (territorial coordinations, institutions, research, study programmes and doctoral schools). The files must not exceed 50 MB in total, which means that the number of logos, images and copies of Web pages must be minimised.

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