Guidelines - Nominated and Vice Chancellor's reviews conducted under Policy A-35B.5 Review


Introduction and scope

UniSA policy A-35B.5 Review sets out the scope and responsibilities for a number of categories of review activity that reflect the University's commitment to quality, effectiveness and continuous improvement. These guidelines provide further information and advice on giving effect to the policy for the categories of Nominated, and Vice Chancellor's reviews. The guidelines aim to enhance the value to the University's quality framework of these reviews through attention to:

  • framing reviews
  • selecting and briefing reviewers
  • undertaking reviews
  • evaluating review reports
  • acting on review findings.

These aspects of review are informed by the key principles of the policy.

Key principles

Policy A-35B.5 incorporates a number of important principles-that is, that review:

  • is systematic
  • is evidence based and incorporates benchmarking
  • takes account of stakeholder views
  • utilises an external reviewer
  • informs quality improvement and strategic innovation.

The policy is an academic policy of the University and it is therefore expected that scholarly approaches and standards apply.

Systematic

The requirement for review to be systematic incorporates the expectation that it will be well planned, methodical and well ordered. The relationship will be clear and logical between the scope and terms of reference; identification of the sources of information; methods of information gathering, analysis and interpretation; and formulation of findings.

Evidence based and incorporates benchmarking

It is expected that reviews will identify, gather, analyse and interpret relevant quantitative and qualitative information in forming its conclusions. The policy states that review will utilise key performance and other indicators, and undertake benchmarking against national and international good practice. Review will include comparison of UniSA with other institutions and organisations.

Benchmarking against good practice at a national and international level is an essential component of review to assess UniSA's relative standing, and also to identify areas of good practice that may inform quality improvement or strategic innovation.

External reviewer

The policy requires that an external reviewer conduct a review or join a review panel. This requirement contributes to the value of the process by ensuring broader perspectives and independence from the outcomes of the review. However, this requirement means that it is important to ensure the reviewer is well briefed and oriented to the University and has access to relevant and adequate support.

Stakeholder views

Reviews must take account of stakeholder views. Systematic approaches will include identifying stakeholder groups and the nature of their interest, determining appropriate ways to gather such views, and ensuring that their views are appropriately recorded.

Issues such as the confidentiality or otherwise of responses and the attribution of views in any reporting need to be made clear from the outset.

Depending on the nature of the review, different approaches may be considered, ranging across the provision of opportunities for formal submissions, focus group activity, personal interviews and questionnaires.

The method(s) adopted must be appropriate and encourage input.

Informs quality improvement and strategic innovation

The purpose of Nominated and Vice Chancellor's reviews is to inform planning for both quality improvement and strategic innovation. Review reports are therefore expected to make recommendations. These may suggest improvement activities or the consideration of completely new approaches.

It is also important that review is balanced, and areas of good practice or strength should also be acknowledged and affirmed.

Framing reviews

The review brief needs to provide an external reviewer and the University community with a clear idea of the task to be undertaken, its timelines and reporting arrangements.

Framing the review therefore needs to include:

  • an introduction to the issue and why a review is relevant
  • a clear scope for investigation that defines the boundaries of the investigation
  • the process for submissions and the range of stakeholders from whom submissions will be sought
  • the key 'problem questions' that the review is to address
  • any particular considerations to be taken into account (for example, emerging national higher education priorities, current capacity to undertake a particular function, planning processes)
  • a review schedule setting out the principal milestones, including submission of the final report
  • reporting arrangements-who will the draft report and final report be sent to?
  • supporting arrangements-what resources will the reviewer be able to access in undertaking the review?

Vice Chancellor's approval

The Vice Chancellor must approve the reviewer (or membership of the review panel) and the proposed approach. In seeking such approval, a document must be provided that includes:

  • the review brief
  • a suggested reviewer (or review panel), with information about the qualifications, experience or other factors that make them appropriate to review the issue. The professional relationships, if any, of the external reviewer/s to any key personnel in the area under review must be clarified in order for any real or apparent conflicts of interest to be evaluated.

Selecting and briefing reviewers

As indicated above, reviewers (including the members of a review panel) must be approved by the Vice Chancellor.

The choice of reviewer is important as it will influence the quality of the review and the credibility of findings. Selection of a reviewer therefore needs to include the following considerations:

  • expertise in the subject matter of the review
  • independence and impartiality
  • experience in undertaking reviews
  • standing and reputation
  • availability for the reviewing period
  • preparedness to accept the review brief.

Where a review panel is to oversee the review, then the team as a whole needs to meet these considerations.

The effectiveness of review is indicated by the extent to which review findings are relevant and actionable. Careful selection of reviewer (or panel) that includes consideration of reviewer expertise as well as consideration of any potential risks to the appearance of impartiality in the eyes of stakeholders is therefore essential.

Senior Management Group member responsibility

The effectiveness and efficiency of the review process will depend on:

  • how well the reviewer is briefed on the task
  • the support provided to the reviewer.

Consideration needs to be given to the briefing process, the orientation and induction to relevant University processes, and the availability and access to resources necessary to the conduct of the review. It is the responsibility of the member of Senior Management Group commissioning the review to ensure that these processes and resources are provided.

Undertaking the review

Undertaking a review will involve a number of activities that need to be managed effectively and efficiently.

Review activities can include gathering, analysing and storing relevant information; meeting with relevant stakeholders; undertaking benchmarking; visiting different locations; and drafting reports. Assistance with such matters as diary management, access to relevant information and communication technology, access to information resources, research, travel and accommodation may be required.

Senior Management Group member responsibility

It is important to ensure at the point of framing a review that the organisation and resources underpinning review activity have been anticipated and addressed.

It is also important to ensure that the relevant community is able to participate as appropriate. Relevant staff and stakeholders should, with reasonable notice, be informed of the review, provided with information about the reviewer (or review panel) and advised to make themselves available as required.

Evaluating review reports

The review report will be presented to the member of Senior Management Group who commissioned the review. It is to be submitted in accordance with the reporting requirements in the review brief.

The relevant Senior Manager should evaluate it and the findings against the original brief and, if necessary, discuss and resolve any issues arising with the reviewer (or panel) before formally receiving the report.

Acting on review findings

The following points set out the sequence of actions to be undertaken in response to the review findings.

  • the commissioner of the review will immediately forward a copy of the review report to the Vice Chancellor
  • the commissioner of the review will consult and develop an appropriate response to the review findings-this includes an action plan that addresses each of the recommendations, and includes timelines and accountabilities
  • the report and response will be presented by the review's commissioner first to the Vice Chancellor for discussion and then at a meeting of the Senior Management Group
  • the Vice Chancellor will approve the action plan after discussion with the Senior Management Group
  • where the Nominated review is of an academic area, the report and recommended action plan will be presented to Academic Board and the relevant Standing Committee of Academic Board
  • if the academic area lies within a Division, the report and recommended actions will also be presented to the relevant Division Board
  • progress of reviews and consequent actions is reported by the commissioning member of Senior Management Group in the annual report for their area.

For further information

Policy A-35B.5 Review

 

Approved by Vice Chancellor, 20 September 2005