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Priority 1-UB Online Training:
APRs, Record Keeping, and Evaluation

New Online System Now Available: Register as a "New User" and then log in at http://etrio.org/ to access the presentations listed below. Your username will be your complete email address and you will choose your own password. There is no fee for the online training. If you were in the middle of an online training within the old system, we still have a record of what you've done -- simply pick up where you left off.

 

Available Priority 1-UB Presentations

 

Introduction to Priority 1-UB Training
Provides an overview of the Priority 1-UB Training.

  • Federal Authority & Department Requirements for APR, Record Keeping, & Evaluation *
    An introduction to the Priority 1-UB training, presented by Deltha Q. Colvin at the University of Washington TRIO Training in Hot Springs, AR on November 16, 2008.

Annual Performance Reports (APRs)
Provides TRIO personnel with effective strategies for reporting student and project performance to the Department. Includes a number of sessions led by U.S. Department of Education staff.

  • Overview of the Upward Bound Annual Performance Reports *
    The latest update from the Office of Federal TRIO Programs regarding the APR process. Presented by Mr. David Ferguson at the TRIO Training in Hot Springs, AR, November 16, 2008.

  • Critical Fields in the Upward Bound Annual Performance Reports
    A discussion of the critical fields in the UB APR. Find out which fields are used for prior experience points. Presented by Mr. David Ferguson and Mr. Michael Moser at the TRIO Training in Hot Springs, AR, November 16, 2008.

  • The Online Submission Process for the Upward Bound APRs
    See what the new online submission process for the UB APR will look like. Presented by Mr. David Ferguson at the TRIO Training in Hot Springs, AR, November 16, 2008.

  • Techniques for Proofing APR and Other Data*
    Tips and tricks for proofing APR and other data in Microsoft Excel. Presented by Brad James at the TRIO Training in Waikoloa, HI, April 5, 2008.

  • Demo: Proofing Data in Excel
    See Excel proofing techniques in action - Brad James demonstrates quick ways to proof APR data in Microsoft Excel.

  • APR for the Upward Bound Programs 2007-08 [Sept '08]
    Part 1: Presented by Ms. Gaby Watts, Part 2: Presented by Ms. Frances Bergeron
    Presented by U.S. Department of Education staff, Office of Federal TRIO Programs at the COE Annual Conference in Washington D.C., September 18, 2008.

  • Overview of the Annual Performance Report Process [April '08]
    Presented by Ms. Frances Bergeron, Team Leader for the Program Management Development Team within the Office of the Federal TRIO Programs via audio conference on April 4, 2008.

  • Annual Performance Report for the Upward Bound Programs 2007-2008 [April '08]
    Find out what's new in the 2007-2008 APR for Upward Bound Programs. Presented via audio conference by Ms. Kathy Fuller, April 4, 2008.

Record Keeping
Assist participants with identifying effective ways to collect, record and analyze the data that will serve to meet each TRIO program’s objectives.

  • Record Keeping and Documentation Requirements for UB Programs*
    Record Keeping and Documentation Requirements for Upward Bound Programs. Presented online by Mr. David Ferguson, March 16, 2009.

  • Student Records Outline/Checklist Practicum [Activity]*
    Record Keeping Practicum. Please email a copy of your completed form to trio@u.washington.edu with the subject line "Records Form."

  • Higher Education Opportunity Act Overview New! (Access these presentations at http://etrio.org/.)
    These presentations by Mr. David Ferguson focus on the newly enacted Higher Education Opportunity Act. Part 1 is a general overview of the new law with a specific review of the changes for Upward Bound, p    resented online April 9, 2009. Part 2 covers the anticipated changes in the UB regulations as recommended during the Negotiated Rulemaking process, presented online May 18, 2009. Part 3 discusses the impact on participant selection and record keeping, presented online May 29, 2009. Part four covers Prior Experience and Program Evaluation, presented online June 15, 2009.

  • Sample Student Records Forms for Upward Bound Programs [Text Only]
    Sample forms for you to use and modify with your program. Provided by Mr. David Ferguson and used in the California State University Chico Upward Bound Programs.

  • Protecting Your Data (New!)
    Find out how to protect the sensitive data your program collects, such as social security numbers, tax forms, and confidential information. Presented online by Dr. Lynn Churchill on July 24, 2009.

  • Electronic Record Keeping: Storage, Back Up, and Archiving
    Have you ever experienced a laptop or hard drive failure and lost data? Will your data be safe in the event of a natural disaster? Find out more about the different types of storage options available to back up and archive data. Presented by Dr. Lynn Churchill at the TRIO Training in Waikoloa, HI on April 5, 2008.

  • Guidelines for Electronic Record Keeping Systems
    Special session presented by U.S. Department of Education Staff at the Washington D.C. training on March 9, 2007. Are you ready for a site visit or an audit? Learn more about record keeping requirements for TRIO programs.

  • Using the National Student Clearinghouse
    How to use the National Student Clearinghouse online system to track college enrollment, retention & graduation. Presented online by Phillip Dirks.

Evaluation
Provides TRIO personnel with information and resources on how to conduct formative and summative evaluations in order to improve the performance of the project staff and the project as a whole.

  • Techniques for Model Program Evaluation *
    Evaluation is required of all TRIO programs. Learn what is essential for evaluation for each type of TRIO program and see how to use a simple tool to draft an evaluation plan. Presented by Dr. Ben McCune and Dr. Sue Brown.
    Please send an attachment of your completed evaluation planner to trio@u.washington.edu with the subject line "Evaluation Planner."

  • Introduction to Survey Design
    Introduces several important parts of surveying: planning the survey, designing the survey and increasing response rate. A well-constructed questionnaire can provide you with excellent data. A poorly constructed questionnaire will yield inaccurate or unreliable information. This online-only session was created by Dr. Lee Fulmer and is presented by Sharon Primm-Dayot.

  • Non-Statistical Introduction to Survey Sampling
    Designed to teach some of the basic concepts used in survey sampling so that you can better understand evaluations that use this methodology. This online-only session was created by Dr. Lee Fulmer and is presented by Sharon Primm-Dayot.

Final Evaluation [Activity]
Once you have completed the required courses, please fill out the final evaluation.

  • Final Evaluation for Priority 1-UB Training *

*Required to receive a Certificate of Completion. Upon completion, you will be sent a certificate.

 

TRIO 2009