Joanna Schimizzi
Material Type:
Creative Commons Attribution

Articulating Goals & Targeted Success Indicators

Articulating Goals & Targeted Success Indicators


By the end of this lesson, participants will be able to:

  • Clearly articulate their OER initiative's goals
  • Identify which success indicators they want to track

OER Goals

Articulating your reasons for dedicating people's time and resources to support OER adoption and use is an important place to start. There is not a one-size-fits-all OER goal; institutions are all different, and each institution must consider its unique size, mission, and culture. OER goals can be tied to larger strategic plan goals, such as student recruitment, equitable outcomes in access, retention, and attainment, and/or cost savings. Other important considerations include the needs of student populations and communities, library and instructional design staffing, and resources and budgets. If institutional or system goals are not in place, developing SMART goals can be helpful in narrowing down the focus of an OER Program. SMART stands for specific, measurable, achievable, relevant, and time-bound. Refer to pages 10-11 in the OER Playbook for more information. 

Open education policies and programs, in general, support the three goals of the state’s strategic plan for higher education, Building a Talent Strong Texas:

  1. Attainment of Postsecondary Credentials
  2. Postsecondary Credentials of Value
  3. Research, Development, and Innovation Open education also can support the goals of institutional strategic plans.

For example, the strategic plan for the Austin Community College District (ACCD) includes goals toward achieving equity and access, persistence and engagement, and completion and transition to employment/transfer. In ACCD's 2020-21 Student Success Report, OER initiatives are mentioned as key to supporting the goal of persistence and engagement.

Compton College’s OER Initiative goal is to convert 85-100% of course offerings to rely on OER materials by 2035; ultimately, reducing the cost of course materials for students.

Learn about OER initiatives at San Jacinto College, University of Texas, Arlington, Houston Community College, and Austin Community College here: OER Voices in Texas

Planning Prompt:

Share your SMART goals by replying to the group discussion here

Note: You will need to be logged in and join the OER Playbook Group to be able to reply to the discussion.


OER Success Indicators

After setting attainable and realistic goals for establishing OER programs and ensuring their sustainability, developing metrics for success and collecting data using the metrics is an essential next step. The OER Success Indicators Worksheet, which includes a broad list of possible success indicators that can be a helpful starting point to identify and brainstorm additional metrics to track. Review the list of indicators and identify any that you would like to track and brainstorm additional metrics to track below. Refer to page 12 in the OER Playbook for more information.

Planning Prompt:

Share your OER Success Indicators by replying to the group discussion here

Note: You will need to be logged in and join the OER Playbook Group to be able to reply to the discussion.

OER Success Indicators

Partnership Growth 
​​​​​- ​​​
Number or new or expanded partnerships 
Diversity in the types of partnerships built
Number of individuals adopting the project at the state, district, or school level
- Additional partnership growth metrics:

Increased Awareness & Reach
- Number of tweets about an initiative/project
- Number of references in external publications  
- Number speaking engagements about the project  
- Number of collections or websites that host/refer to the project or resources
- Additional increased awareness and reach metrics: 

Growth in an OER Collection 
- Number of new resources added
- Number of derivative resources added
- Number of user-generated tags added
- Number of reviews or ratings added
- Additional growth in an OER collection metrics:

Impact on Teaching & Learning
- Data showing changes in students’ length of time on the resources in the online environment 
- Percent of educators reporting changes in practice as a result of the OER intervention 
- Percent reporting changes in student engagement
- Improved student test performance
- Faculty and staff trained in OER
- Faculty course adoptions, remixes, and creations
- Faculty and student perceptions of OER
- Additional impact on teaching and learning metrics:

Cost & Other Efficiencies
- Data showing decrease in student spending on course materials
- Percent of educators reporting efficiencies gained from using OER
- Additional cost and other efficiencies metrics:

Additional Success Indicators: