2021 Transfer Action Caucus

The University Transfer Office is leading a transfer action caucus, mapped over eight (8) weeks, designed to respond to the 21 standards of transfer friendliness adopted by IU. The framework of the caucus is 21by21 – addressing the 21 standards in 2021 with a focus on Students + Credit. Campuses were asked to respond to 21 transfer friendly standards by marking the standard as met, in-progress, or not-met. Early results show 60% of standards are met. Standards were cast into four working themes: 1) Infrastructure and handoffs, 2) data and tracking, 3) rules/systems & communications, and 4) policies. Throughout the eight-week process, campus transfer representatives with support from UIRR, USSS, OOE and UTO meet weekly to discuss leaks in the pipeline, best practices, benchmarks, and next step decisions aimed at consistency, accuracy and authority, transparency, and promptness. To learn more or get answers to caucus related questions contact UTO at uto@iu.edu.

The Action Caucus is focused on immediate actions to fully activate the 21 standards and related results. To accomplish this vision TAC members have been appointed by the leadership of each respective campus.

University Administration

• (Chair) Carolyn Gentle-Genitty, Assistant Vice President for University Academic Policy, and Director of the University Transfer Office (cgentleg@iu.edu)

• Donneisha Baker, Program Management Assistant, University Academic Policy and University Transfer Office (donsquir@iu.edu)

• Oniffe Grizzle, Assistant Director for Regional Campus Institutional Research, University Institutional Research & Reporting (ogrizzle@iu.edu)

• Amber Huff, Transfer Manager, University Transfer Office (adepree@iu.edu)

• Dan McDevitt, Director of Admissions Shared Services, University Student Services & Systems (dmcdevit@indiana.edu)
• Jeff Weber, Assistant Program Director, University Academic Policy, University Transfer Office (weberj@iu.edu)
• Whitnie Shay, Director of Enrollment Management & Student Services, Office of Online Education (wshay@iu.edu)

Bloomington

• Sacha Thieme Arterberry, Assistant Vice Provost & Executive Director of Admissions (sthieme@iu.edu)

IUPUI

• Stephanie Lovett, Senior Assistant Director for Strategic Operations,Office of Undergraduate Admissions (smroe@iupui.edu) 
• Scott McIntyre, Director of Enrollment Management, Indiana University Purdue University Columbus (samcinty@iupui.edu)
• Dave Chappell, Director of Enrollment Management, Indiana University Fort Wayne (dachapp@iufw.edu)

East

• Michelle Malott, Executive Vice Chancellor for Academic Affairs (mimalott@iue.edu)
• TJ Rivard, Associate Vice Chancellor for Academic Affairs (trivard@iue.edu)

Kokomo

• Christina Downey, Associate Vice Chancellor for Academic Affairs and Student Success (downeyca@iuk.edu)

Northwest

• Kathy Spicer, Admissions Counselor and Transfer Specialist (kmspicer@iun.edu)

South Bend

• Raman Adaikkalavan, Associate Professor of Computer Science and Informatics (radaikka@iu.edu)

Southeast

• Donna Dahlgren, Associate Vice Chancellor for Academic Affairs (ddahlgre@ius.edu)

The Action Caucus is focused on immediate actions to fully activate the 21 standards and related results. To accomplish this vision TAC members

• Must have been appointed by their respective campus leadership
• Must be acknowledge as the person to facilitate transfer decision making on their campus
• Must have established a supporting workgroup with whom to consult to allow for expedient decision making (may include stakeholders and data persons).
• Must host any number of consultative meetings, calls, discussions, or the like outside of the weekly meeting times with other campuses, units, and own campus personnel.
• Must be willing to co-lead at least one week’s targeted area. A team of at least 2 campus will be assign to lead and work with UTO for each focus area. Co- leads lead work and check in with campus, data, persons, host conversations, and report out in Thursday morning meetings using meeting template.
• Must be willing to attend all Thursday meetings and only substitute with a delegate from workgroup who has been engaged from the start with the work of the TAC and can be charged with similar decision making powers.
• Must be willing to work swiftly each work, upload relevant documents to the TEAMS account and dashboard.
• Communicate often and consistently via TEAMS through IMs, notes, questions, discussions with each other, questions across campus, inputting data, sharing links, sharing resources/templates, etc.

To ascertain where we are, each campus completed a mindmap. At the start of the mind map was a rating of the 21 standards. Of the 21 standards, just about 60% have been met. When sub-divided into the four (4) work groups (1-Infrastructure and Handoffs, 2-Policy, 3-Rules/Systems/Communications, and 4-Data & Tracking), policy is the area where there have been the most success, reporting a current overall rating of  81.5% met. Data and tracking had the least items met with a rating of 29%. The Caucus members are activly socializing the challenges and responding to the leaks we know. By the end of the 8-week Caucus process closure, we will report movements on each item.