Q&A: Sue Martin and John Kleeman discuss steps to building a certification program

Posted by Zainab Fayaz

Certification programs are a vital way of recognizing knowledge, skills and professional expertise, but, during a time of digital transformation, how do you build a program that is sustainable and adaptable to the evolving needs of your organization, stakeholders and the market?

Questionmark Founder and Executive Director, John Kleeman and Sue Martin, certification expert and Business Transformation Consultant will present the upcoming webinar Building a Certification Program in 10 easy stepsat 4pm (GMT) / 11am Eastern / 5pm CET on 12 February 2019. However, before then, we wanted to find out a little bit more about what they’ll be covering during the session, so we’ve interviewed the two experts to gain insight!

Tell us a bit about what you’ll be covering during the webinar:

Sue: During the webinar, we’ll be covering a range of things; from the conceptual steps of building a certification program to the many projects that have evolved from these and the importance of outlining key steps from the very beginning of the process for creating a comprehensive and cohesive certification program.

We will also talk about the value certification program, can add to an organization, not only in the short-haul but also for many years to come. It is important to remember, “why” and “what” you are trying to achieve, and this webinar will provide detail on how the alignment of strategic goals and communication with stakeholders contributes to the success of an adaptable certification program.

John: We’ll be discussing a range of things during the webinar, but here are the ten easy steps that we’ll be describing:

  1. Business goals
  2. Scope
  3. Security
  4. Vendor evaluation
  5. Blueprint and test design
  6. Test development
  7. Pilot
  8. Communications
  9. Delivery
  10. Reporting and monitoring

What influenced the selection of these 10-steps you have identified in building a certification program?

John:  Sue and I sat down to plan the webinar when we were together at the OEB conference in Berlin in December. Although we wanted to cover a bit some of the obvious things like test design and development, we wanted to make sure people think first about the preparation and planning, for example getting organization buy-in and working out how to market and communicate the program to stakeholders. So we’ll be focusing on what you need to do to make a successful program, and that will drive everything you do

Although you’ll be covering the key steps for building a certification program during the webinar, can you advise on three key steps you find to be the most important during the process:

Sue:
1. Planning:
The emphasis of the program’s work should be at the start, in the planning phase – especially in order to build a flexible program which will adapt to the needs of your audience and stakeholders as their needs change over time. In all of the individual project components, whether it be test creation, vendor evaluation or communications rollout, for example, design and plan for the end goal. For example, when it comes to creating an exam, you plan for it right at the start of the project – you hit the ground running! It is not all about item writing, but also the development of the project from the beginning and if you don’t plan; this can lead to the lack of validity in the exam program and inconsistency over time

2. Practical tips and tricks for approaching various elements of your program development: It is important to set out the target audience; identify their learning journey and how they learn – in knowing this, can you go forward and build a certification program that can become integrated and aligns with the learning process

3. Scope: This is very important; setting the scope is a priority. Of course, in the greater scheme of things; you’ll have a mission statement, which provides you with a strategic vision, but when it comes to the finer detail and knowing what countries to enter, the pricing structure or knowing whether to offer remote proctoring; always keep in mind three things: the value contribution, the stakeholders and ask yourselves “yes, but why?”; as this will help align with organizational objectives.

What can attendees take away from the webinar you’ll present?  

Sue: Those attending will learn the value and importance of planning and questioning everything from the start of the process. We’ll share advice on the importance of having a value statement for every part of the process and making sure you know that a certification program is what you are looking for. By attending you can walk away with knowing the operational and strategic steps you must go through in order to build a program that is sustainable; think of it as a checklist!

John: If you’re starting a new certification program, I think this webinar will help guide you and help you create it more easily and more effectively. And if you already have a certification program and want to improve it, you’ll probably be doing a lot of what we suggest already but I hope they’ll be something for everyone to take away and learn.

Want to know more?

If you’re interested in learning more about the steps to building a certification program that meets the needs of your organization and stakeholders; then join John and Sue deliver a webinar session dedicated to Building a Certification Program in 10 easy steps on 12 February 2019 at 4pm (GMT) / 11am Eastern / 5pm CET.

You can register here.

A little bit more about our two experts:

John Kleeman is Executive Director and Founder of Questionmark. He has a first-class degree from Trinity College, Cambridge, and is a Chartered Engineer and a Certified Information Privacy Professional/Europe (CIPP/E). John wrote the first version of the Questionmark assessment software system and then founded Questionmark in 1988 to market, develop and support it. John has been heavily involved in assessment software for 30 years and has also participated in several standards initiatives including IMS QTI, ISO 23988 and ISO 10667. John was recently elected to the Association of Test Publishers (ATP) Board of Directors.

Sue Martin is a trusted advisor to companies and institutions across Europe in the area of workforce credentialing, learning strategies and certification. Her career prior to consulting included a role as Senior Global Certification Director for SAP and several regional and global management roles in the testing industry. She has also held several positions within industry institutions, such as the Chair of the European Association of Test Publishers and is currently a member of the Learning & Development Committee at BCS (British Computer Society).

 

The Nineteen Responsibilities of an Assessment Data Controller under the GDPR

John KleemanPosted by John Kleeman

Back in 2014,  Questionmark produced a white paper covering what at the time was a fairly specialist subject – what assessment organizations needed to do to ensure compliance with European data protection law. With the GDPR in place in 2018, with its extra-territorial reach and potential of large fines, the issue of data protection law compliance is one that all assessment users need to consider seriously.

Data Controller with two Data Processors, one of which has a Sub-Processor

Myself, Questionmark Associate Legal Counsel Jamie Armstrong and Questionmark CEO Eric Shepherd have now rewritten the white paper to cover the GDPR and published it this week. The white paper is called  “Responsibilities of a Data Controller When Assessing Knowledge, Skills and Abilities”. I’m pleased to give you a summary in this blog article.

To remind you, a Data Controller is the organization responsible for making decisions about personal data, whereas a Data Processor is an organization who processes data on behalf of the Data Controller. As shown in the diagram, a Data Processor may have Sub-Processors. In the assessment context, examples of Data Controllers might be:

  • A company that tests its personnel for training or regulatory compliance purposes;
  • A university or college that tests its students;
  • An awarding body that gives certification exams.

Data Processors are typically companies like Questionmark that provide services to assessment sponsors. Data Processors have significant obligations under the GDPR, but the Data Controller has to take the lead.  The Nineteen Responsibilities of an Assessment Data Controller under the GDPR 1. Ensure you have a legitimate reason for processing personal data 2. Be transparent and provide full information to test-takers 3. Ensure that personal data held is accurate 4. Review and deal properly with any rectification requests 5. Respond to subject access requests 6. Respond to data portability requests 7. Delete personal data when it is no longer needed 8. Review and deal properly with any erasure requests 9. Put in place strong security measures 10. Use expert processors and contract with them wisely 11. Adopt privacy by design measures 12. Notify personal data breaches promptly 13. Consider whether you need to carry out a Data Protection Impact Assessment 14. Follow the rules if moving data out of Europe 15. If collecting “special” data, follow the particular rules carefully 16. Include meaningful human input as well as assessment results in making decisions 17. Respond to restriction and objection requests 18. Train your personnel effectively 19. Meet organisational requirementsBack in 2014, we considered there were typically 12 responsibilities for an assessment Data Controller. Our new white paper suggests there are now 19. The GDPR significantly expands the responsibilities Data Controllers have as well as makes it clearer what needs to be done and the likely penalties if it is not done.

The 25 page white paper:

  • Gives a summary of European data protection law
  • Describes what we consider to be the 19 responsibilities of a Data Controller (see diagram)
  • Gives Data Controllers a checklist of the key measures they need from a Data Processor to be able to meet these responsibilities
  • Shares how Questionmark helps meet the responsibilities
  • Comments on how the GDPR by pushing for accuracy of personal data might encourage more use of valid, reliable and trustworthy assessments and benefit us all

The white paper is useful reading for anyone who delivers tests and exams to people in Europe – whether using Questionmark technology or not. Although we hope it will be helpful, like all our blog articles and white papers, this article and the white paper are not a substitute for legal advice specific to your organization’s circumstances. You can see and download all our white papers at www.questionmark.com/learningresources and you can directly download this white paper here.

Special Briefing: Cloud-based Assessment Management for Government and Defense Agencies

Posted by Kristin Bernor

In just two weeks, the special briefing about Questionmark OnDemand for Government, a new cloud-based service dedicated to the needs of U.S. governmental and defense agencies, takes place. You don’t want to miss it!

Join us on Thursday, May 17th in Washington, DC, to learn about how this new service enables agencies to securely author, deliver and analyze assessments, and hear from dynamic speakers including:

  • Jono Poltrack, contributor to the Sharable Content Object Reference Model (SCORM) while at Advanced Distributed Learning (ADL)
  • Ted Stille, Department of State, will discuss the agency’s motivations and experience as project sponsor for Questionmark OnDemand for Government
  • Christina McGhee, Schellman audit team, will discuss the 3PAO role in the FedRAMP authorization process
  • Zaree Singer, FedRAMP PMO Support, will explain the FedRAMP ATO approval process
  • Ganesh Shenbagaraman, Microsoft, will discuss Microsoft Azure’s government cloud service

Space is limited, so register today! Here’s how:

Questionmark has finalized its FedRAMP System Security Plan and this plan, which documents our security systems and processes, is now being reviewed by an accredited FedRAMP Third Party Assessment Organization (3PAO); this means that we are officially in audit. Once this document has been audited it becomes part of the FedRAMP library for Security Officers to review and provide individual agencies with an “Authorization to Operate” (ATO). Note: Briefing attendees will be eligible to receive a pre-release copy of the FedRAMP System Security Plan.

Questionmark is widely deployed by U.S. governmental and defense agencies to author, deliver and report on high-stakes advancement exams, post-course tests for distance learning, job task analysis, medical training and education, competency testing, course evaluations and more. For government agencies currently using the on-premise installed Questionmark Perception, OnDemand for Government provides a cost-effective option to upgrade to a secure, best-in-class cloud-based assessment management system.

We look forward to seeing you in Washington for a morning of learning and networking!

New White Paper Examines how to Assess for Situational Judgment

Posted by John Kleeman

Is exercising judgment a critical factor in the competence of the employees and contractors who service your organization? If the answer to this is yes, as it most likely is, you may be interested in Questionmark’s white paper, just published this week on “Assessing for Situational Judgment”.

It’s not just CEOs who need to exercise judgment and make decisions, almost every job requires an element of judgment. Situational Judgment Assessments (SJAs) present a dilemma to the participant and ask them to choose options in response.


Context is defined -> There is a dilemma that needs judgment -> The participant chooses from options -> A score or evaluation is made

Here is an example: 

You work as part of a technical support team that produces work internally for an organization. You have noticed that often work is not performed correctly or a step has been omitted from a procedure. You are aware that some individuals are more at fault than others as they do not make the effort to produce high quality results and they work in a disorganized way. What do you see as the most effective and the least effective responses to this situation?
A.  Explain to your team why these procedures are important and what the consequences are of not performing these correctly.
B.  Try to arrange for your team to observe another team in the organisation who produce high quality work.
C.  Check your own work and that of everyone else in the team to make sure any errors are found.
D.  Suggest that the team tries many different ways to approach their work to see if they can find a method where fewer mistakes are made.

In this example, option C deals with errors but is time consuming and doesn’t address the behavior of team members. Option B is also reasonable but doesn’t deal with the issue immediately and may not address the team’s disorganized approach. Option D is asking a disorganized team to engage in a set of experiments that could increase rather than reduce errors in the work produced. This is likely to be the least effective of the options presented. Option A does require some confidence in dealing with potential pushback from the other team members, but is most likely to have a positive effect.

You can see some more SJA examples at http://www.questionmark.com/go/example-sja.

SJA items assess judgment and variations can be used in pre-hire, post-hire training, for compliance and for certification. SJAs offer assessment programs the opportunity to move beyond assessments of what people know (knowledge of what) to assessments of how that knowledge will be applied in the workplace (knowledge of how).

Questionmark’s white paper is written as a collaboration by Eugene Burke, well known advisor on talent, assessment and analytics and myself. The white paper is aimed at:

  • Psychometricians, testing professionals, work psychologists and consultants who currently create SJAs for workplace use (pre-hire or post-hire) and want to consider using Questionmark technology for such use
  • Trainers, recruiters and compliance managers in corporations and government looking to use SJAs to evaluate personnel
  • High-tech or similar certification organizations looking to add SJAs to increase the performance realism and validity of their exam

The 40 page white paper includes sections on:

  • Why consider assessing for situational judgment
  • What is an SJA?
  • Pre-hire and helping employers and job applicants make better decisions
  • Post-hire and using SJAs in workforce training and development
  • SJAs in certification programs
  • SJAs in support of compliance programs
  • Constructing SJAs
  • Pitfalls to avoid
  • Leveraging technology to maximize the value of SJAs

Situational Judgment Assessments are an effective means of measuring judgment and the white paper provides a rationale and blueprint to make it happen. The white paper is available free (with registration) from https://www.questionmark.com/sja-whitepaper.

I will also be presenting a session about SJAs in March at the Questionmark Conference 2018 in Savannah, Georgia – visit the conference website for more details.

Badging and Assessment: If they know it, let them show it!

Posted by Brian McNamara

We are delighted to announce the availability of Questionmark Badging!

With Questionmark Badging and Questionmark OnDemand, you can grant “badges” to participants based on the outcomes achieved on assessments such as certification exams, post-course tests or advancement exams.Badges associated with Questionmark assessments provide participants with portable, verifiable digital credentials.

Badges aligned with Questionmark assessments can be tied in with competencies and achievements, helping organizations provide recognition and motivation for increasing knowledge and skills. For credentialing and awarding bodies, they can increase the visibility and value of certification programs.

The new app couples Questionmark’s capabilities in delivering valid, reliable and trustworthy assessments with the industry-leading digital credentialing platform from Credly. More than just a visual representation of accomplishment, digital badges provide participants with verifiable, portable credentials that can be shared and displayed across the web, including social networking sites such as LinkedIn, Facebook and Twitter.

Find more info about Questionmark Badging right here!

Questionmark Conference 2018 – Registration is Open!

Posted by Brian McNamara

We are excited to announce that registration for Questionmark Conference 2018 is now open!

Questionmark customers will gather March 6th – 9th in Savannah, Georgia, for three days of learning, networking and professional development opportunities.   Whether you are a new user or a pro, Questionmark Conference is the ideal place to get vital information, insight and learning about the latest assessment technologies.

Join us at the Westin Savannah Harbor to enjoy southern hospitality with your peers and the Questionmark team to:

  • Learn about new Questionmark features and functions
  • Attend engaging hands-on product training sessions
  • Network with fellow Questionmark users
  • Get valuable tips, insights and best-practice guidance
  • Plan for the future with a sneak peek at the product road map

Registration is now open at special early-bird rates. Visit the conference website today for details!

Questionmark Conference 2018: Assess for Success | March 6-9 in Savannah