Transcript Helping TRIO Survive: How To Strengthen Your Program In The Midst of Budget Cuts September 27, 2013 3:00 PM.

Helping TRIO Survive:
How To Strengthen Your Program In The
Midst of Budget Cuts
September 27, 2013
3:00 PM
Panelist
• Name: Trent Ball
• Title: Associate Dean of
Students/TRIO
Academic Support Centers
• Senior Consultant: LEAD
Training & Consulting
• Institution: Southeast
Missouri State University
• Email: [email protected]
Panelist
• Name: Valdis Zalite
• Title: Director,
TRIO/Student Support
Services and Academic
Support Centers
• Senior Consultant: LEAD
Training & Consulting
• Institution: Southeast
Missouri State University
• Email: [email protected]
Overview




TRIO programs are vital to the access, collegiate success and degree
attainment of first-generation, low-income students, adult clients,
veterans and students with disabilities.
TRIO programs and services have consistently assisted the population
we serve and have over 2 million alumni across the country. TRIO often
serves as the model for programs focused on retention and completion,
now is the time to strengthen the activities and work of TRIO.
TRIO programs are currently experiencing budget cuts and reductions
that are directly impacting our ability to seek the support and resources
that training and professional development opportunities provide.
This webinar series is designed to offer TRIO staff a venue to acquire
critical training and information related to program improvement,
credibility and sustainability.
Agenda
• Introductions
• Burning Questions/Opening Comments
• Presentation
• Question and Answer Session
Getting to Know You
Which of the following statements best describes your TRIO program(s)?
(Please indicate by selecting the corresponding number)
1 – Interested in submitting a proposal for a TRIO program
2 – First time grantee
3 – Established program for 5+ years
4 – Established program for 10+ years
5 – Established program for 15+ years
Reflection Question
“What is the most challenging part of your TRIO program?”
Please take a moment to think about this and share your thoughts
with your colleagues.
We will have time to discuss this at the end of the webinar.
Overview of TRIO Webinar Series
Upcoming Webinars for Fall 2013
•
October 8, 2013 at 3:00 PM:
 Trent Ball and Valdis Zalite
• TRIO & GEAR UP: An Explanation Of Current Federal Guidelines,
Regulations & Fiscal Policies
•
November 19, 2013 at 3:00 PM:
 Guido Gellis
• External Evaluations for TRIO Programs: Preparation, Processes &
Procedures
•
December 10, 2013 at 3:00 PM:
 Dr. Pinkey Stewart
• Successfully Managing TRIO Programs: Strategies to Address Federal
Compliance, Academic Issues & Future Challenges
October 8, 2013 - Abstract
TRIO and GEAR UP: An Explanation Of Current Federal Guidelines,
Regulations & Fiscal Policies
•
•
•
•
“What do the regs say? Who is EDGAR? OMB says this, but my program
officer said that!
The staff and administrators in TRIO and GEAR UP programs have the
distinct challenge of having to adhere to federal guidelines, legislation,
regulation, OMB circulars and the rules and regulations from their institution
or organization.
This webinar is designed to assist members of the TRIO and GEAR UP
community navigate the many levels of adherence and responsibilities while
also devising ways to make sure that all “I’s are dotted and “T’s’ are
crossed.
Key issues such as priority of authority, legislation versus regulations and
“which circular do I follow” will be addressed and the participants will be
given the opportunity to share any “trade secrets” they have established in
working within the boundaries of the many layers of accountability that we
follow in serving as administrators of TRIO and GEAR UP programs.
October 8, 2013 – Learning Objectives
1) Participants will review the three critical compliance areas – TRIO and
GEAR UP legislation, federal regulations and the Office of Budget and
Management Circular (OMB Circular).
2) Participants will be provided a brief overview of the key changes in the
legislation and regulations after the reauthorization of the Higher Education
Act in 2008.
3) Participants will be encouraged to examine their current compliance
practices and to discuss their institution’s or organization’s approach to key
areas such as time and effort, documenting drawdowns and budget
reconciliation.
4) The final seminar topic will be highlighting the importance of the participants’
developing and sustaining their relationship with the Department of
Education and their assigned program specialist.
November 19, 2013
Webinar Presenter H. Guido Gellis:
•
•
•
•
•
7+ years of experience providing External Evaluations for TRIO programs
He has presented on External Evaluations at numerous state and regional
level conferences
Mr. Gellis served as an SSS Director for 15 years which included Lac
Courte Oreilles Ojibwa Community College (tribal college), Western Oregon
University, and most recently at Northern New Mexico College.
He spent 35 years in higher education administration including counseling,
career planning and placement, teaching, off-campus degree program
marketing and recruitment, trade and technical school director, Adult Basic
Education administrator, and interim Dean of Students.
He was DOE Program Officer Maxine Gibson’s “trouble-shooter” in New
Mexico for five years until her retirement and continues to provide External
Evaluations as a consultant.
Abstract
•
•
•
•
•
•
Are you a New Director, a new staff member, or your institution just got a
new grant, and you do not know the ‘regs’ or how your program is should
operate?
Are you running into roadblocks with your administration, supervisor, staff,
business office, everyone?
Are you afraid you might be getting a “site visit” from DOE and don’t know
how to prepare?
Are you tired of doing things the same old way and want experienced “fresh
eyes” to look your program over and make recommendations?
Does your institution insist you hire an external evaluator to ensure your
program meets institutional and Federal standards or does your grant state
you will hire an evaluator?
Should you call a Director you know, search for a consultant, or call your
state, regional, or national association? Learn practical tools and get
realistic answers to operating your TRIO project through preparing for an
External Evaluation.
Learning Objectives
• Participants will be able to understand External Evaluations and
identify why they need it; when they need it; who should provide it;
and how to prepare for it?
• Participants will identify all the processes and procedures an
External Evaluation covers
• Participants will learn all the departments and personnel involved in
an External Evaluation
• Participants will learn the difference between a federal audit/site visit
and an External Evaluation
• Participants will learn how long an External Evaluation takes and
how to prepare for it
December 10, 2013
Webinar Presenter Dr. Pinkey Stewart:
•
•
•
•
•
A counseling psychologist, consultant, professional development trainer and
employee engagement expert
Over the last 20 years, has provided customized trainings and seminars to
higher education institutions, professional associations, and nonprofit
organizations at the local, state and national level.
Has designed leadership training for the Illinois Association of Educational
Opportunity Program Personnel’s Management Training Institute and the
Emerging Leaders Institute of the Mid-America Association of Educational
Opportunity Program Personnel.
Has written articles on a variety of topics and was the founder and editor-inchief of SuccessZone: Guide to Successful Living e-newsletter.
Currently hosts an Expert Page on SelfGrowth.com and two blogs
dedicated to leadership and career development.
Abstract
• TRIO project administrators are faced with a rapidly growing list of
concerns that affect the successful operation of their respective
projects. The large volume of information TRIO professionals are
expected to know can often be overwhelming, or create "gray areas"
in relation to questions on specific administrative issues. A thorough
understanding of federal regulations, the shifting educational
climate, and institutional challenges are essential to the successful
operation of TRIO projects. In addition, TRIO leaders can utilize
their knowledge to directly impact institutional effectiveness in order
to increase the viability and sustainability of their projects.
• This interactive webinar will focus on developing TRIO savvy
leaders who will be able to utilize their knowledge and skills to
administer projects that are federally compliant, respond to current
academic issues, and address future challenges.
Learning Objectives
• Learn the three essential responsibilities of a TRIO
project administrator
• Review the TRIO Governing Documents
• Discuss the importance of developing an internal system
for continuous improvement
• Explore ways to use program knowledge to drive
institutional effectiveness
• Share their most important concerns regarding TRIO
program governance
Polling Question
The following presentations are possible webinars for Spring of 2014.
Using your chat function, please indicate which webinar(s) you
would be interested in attending?
A) Transition Planning: Assisting Your TRIO Students in Assessing
Their “Dream College”
B) Navigating the TRIO Pipeline: From Student Support Services to
The McNair Scholars Program
C) Developing the “Collegiate Mindset”
D) Helping Dollars Make Sense: Financial Literacy Basics
E) Let’s Talk About Summer Research: McNair Scholars Program
F) Critically Assessing Your Grant: Readers’ Comments
And Now It’s Your Turn!
This is your opportunity to share any questions,
concerns or suggestions!
Thank You for Attending
We appreciate your attendance. If you have any questions that did not
get answered, please feel free to contact either of us by e-mail or
phone using the following information:
Trent Ball
E-Mail:
Phone:
[email protected]
(573) 986-6134
Valdis Zalite
E-Mail:
Phone:
[email protected]
(573) 651-2512