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.
Stage 1 :Establishment of the interdepartmental project teamWho : Hcéres
Stage 2 :Campaign launch, meeting with participants, adaptation of the processWho : Hcéres
Stage 3 :Characterisation form for the region/territorial coordinationWho : Hcéres
Stage 4 :Formation of panels of expertsWho : Hcéres
Stage 5 :Submission of self-evaluation report and strategic priorities of the territorial coordinationWho : Establishments
Stage 6 :Identification of the territorial coordination’s expectationsWho : Hcéres
Stage 7 :Panel of experts approved by the territorial coordinationWho : Establishments
Stage 8 :Preliminary work by experts on the panelWho : Experts
Stage 9 :Visit including interviews with:
Who : Experts
- 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),
Stage 10 :Transmission of the provisional reportWho : Hcéres
Stage 11 :Joint consultation phaseWho : Establishments
Stage 12 :Final validated version of the report on the territorial coordinationWho : Hcéres
Stage 13 :Evaluation report on the territorial coordination’s strategyWho : Hcéres
Stage 14 :Final summaryWho : 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.
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
Documents to be submitted on the PELICAN exchange platform:
The documents listed below provide more detailed information to assist sites with their self-evaluation process.
Reference documents to be consulted:
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 firstname.lastname@example.org, 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:
- 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.
- 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.
If you encounter problems
- concerning the content of the files to be submitted: consult the list of contacts for each type of evaluation;
- of a technical nature (e.g. login issues, problems locating your file): please email email@example.com.
FAQ / Contact
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