IP Library Granted Patent US 8,340,992
Granted Patent B2
US 8,340,992 · App. 11/398,240 · Granted Dec 25, 2012

Method and system for an assessment initiative within a multi-level organization

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Quick Facts
Patent No.
US 8,340,992
App. No.
11/398,240
Granted
Dec 25, 2012
Kind
B2
Abstract

A system of hardware and software provides a systematic and systemic method for performing assessment of the effectiveness of different levels within an institution. The system includes template driven definitions that span multiple tiers of hierarchically arranged operating units within the institution thereby providing flexibility and customization to handle a user-definable model of the institution's organization. In particular, one or more concurrently active assessment projects may be associated with an assessment initiative. In this way, portions of data collection and reporting may be shared within the program initiative and its various, associated assessment projects.

Claims (134)

1. A computer-implemented method for performing an assessment initiative within a multi-level institution, comprising:

a programmable computer configured to perform the steps of:

receiving first input identifying a first assessment project;

receiving second input identifying a second assessment project, the second assessment project being active concurrent with the first assessment project;

creating an association between goals or objectives of the first assessment project and goals or objectives of the assessment initiative, and an association between goals or objectives of the second assessment project and goals or objectives of the assessment initiative,

wherein each of the first assessment project and the second assessment project comprises an assessment of an effectiveness of an associated project,

wherein at least one of the first input and the second input comprises a selection of a template including a form to be completed for the first assessment project or the second assessment project,

wherein the template is selected based on a level of the multi-level institution associated with the project, and

wherein the template is specific to the level of the multi-level institution associated with the project.

2. The computer-implemented method of claim 1 , further comprising the step of:

receiving initial input identifying the assessment initiative.

3. The computer-implemented method of claim 1 , further comprising the step of:

storing a model of a plurality of organizational levels of the multi-level institution, wherein each organizational level includes at least one respective, associated node.

4. The computer-implemented method of claim 3 , wherein the first and second assessment projects are related to one of the at least one respective associated node.

5. The computer-implemented method of claim 3 , wherein the first assessment project relates to a first node from among the at least one respective, associated node and the second assessment project relates to a second node from among the at least one respective, associated node; the first node and second node being different.

6. The computer-implemented method of claim 3 , wherein the first assessment project and the second assessment project relate to one of the plurality of organization levels.

7. The computer-implemented method of claim 3 , wherein the first assessment project relates to a first level of the plurality of organizational levels and the second assessment project relates to a second level of the plurality of organizational levels; the first level being different than the second level.

8. The computer-implemented method of claim 3 , further comprising the steps of:

identifying a particular node associated with the first assessment project;

creating for and presenting to the user at least one customizable assessment project template associated with that node; and

completing the at least one customizable assessment project template based, at least in part, on third input received from the user.

9. The computer-implemented method of claim 3 , further comprising the steps of:

identifying a particular node associated with the second assessment project;

creating for and presenting to the user at least one customizable assessment project template associated with that node; and

completing the at least one customizable assessment project template based, at least in part, on third input received from the user.

10. The computer-implemented method of claim 1 , further comprising the steps of:

collecting first information related to performance of the first assessment project;

collecting second information related to performance of the second assessment project; and

combining a portion of the first information and a portion of the second information in a report related to the assessment initiative.

11. The computer-implemented method of claim 1 , wherein the first assessment project relates to a first multi-level institution and the second assessment project relates to a second multi-level institution.

12. The computer-implemented method of claim 1 , wherein data collected as part of the first assessment project is shared with the second assessment project.

13. The computer-implemented method of claim 1 , wherein data collected as part of the second assessment project is shared with the first assessment project.

14. The computer-implemented method of claim 1 , further comprising:

receiving other input identifying at least one other assessment project; and

associating the at least one other assessment project with the assessment initiative.

15. A system for performing an assessment initiative within a multi-level institution, comprising:

a programmable computer configured to:

receive first input identifying a first assessment project;

receive second input identifying a second assessment project, the second assessment project being active concurrent with the first assessment project;

create an association between goals or objectives of the first assessment project and the assessment initiative, and an association between goals or objectives of the second assessment project and the assessment initiative,

wherein each of the first assessment project and the second assessment project comprises assessing an effectiveness of an associated project,

wherein at least one of the first input and the second input comprises a selection of a template including a form to be completed for the first assessment project or the second assessment project,

wherein the template is selected based on a level of the multi-level institution associated with the project, and

wherein the template is specific to the level of the multi-level institution associated with the project.

16. The system of claim 15 , further comprising:

memory accessible by the programmable computer and storing a model of a plurality of organizational levels of the multi-level institution, wherein each organizational level includes at least one respective, associated node.

17. The system of claim 16 , wherein the first and second assessment projects are related to one of the at least one respective associated node.

18. The system of claim 16 , wherein the first assessment project relates to a first node from among the at least one respective, associated node and the second assessment project relates to a second node from among the at least one respective, associated node; the first node and second node being different.

19. The system of claim 16 , wherein the first assessment project and the second assessment project relate to one of the plurality of organizational levels.

20. The system of claim 16 , wherein the first assessment project relates to a first level of the plurality of organizational levels and the second assessment project relates to a second level of the plurality of organizational levels; the first level being different than the second level.

21. The system of claim 16 , wherein the programmable computer is further configured to:

identify a particular node associated with the first assessment project;

present to the user at least one customizable assessment project template associated with that node; and

complete the at least one customizable assessment project template based, at least in part, on third input received from the user.

22. The system of claim 16 , wherein the programmable computer is further configured to:

identify a particular node associated with the second assessment project;

present to the user at least one customizable assessment project template associated with that node; and

complete the at least one customizable assessment project template based, at least in part, on third input received from the user.

23. The system of claim 15 , wherein the programmable computer is further configured to:

collect first information related to performance of the first assessment project;

collect second information related to performance of the second assessment project; and

combine a portion of the first information and a portion of the second information in a report related to the assessment initiative.

24. The system of claim 15 , wherein the first assessment project relates to a first multi-level institution and the second assessment project relates to a second multi-level institution.

25. The system of claim 15 , wherein data collected as part of the first assessment project is shared with the second assessment project.

26. The system of claim 15 , wherein data collected as part of the second assessment project is shared with the first assessment project.

27. The system of claim 15 , wherein the programmable computer is further configured to:

receive other input identifying at least one other assessment project; and

associate the at least one other assessment project with the assessment initiative.

28. A computer-based assessment system for a multi-level institution comprising:

a first assessment project, identifiable by a first input, stored in computer-accessible memory;

a second assessment project, identifiable by a second input, concurrently stored in the computer-accessible memory; and

an assessment initiative associated with both the first and second assessment projects stored in the computer-accessible memory;

a report module configured to report information associated with the assessment initiative and create an association between goals or objectives of the first assessment project and the assessment initiative, and an association between goals or objectives of the second assessment project and the assessment initiative,

wherein each of the first assessment project and the second assessment project comprises assessing an effectiveness of an associated project,

wherein at least one of the first input and the second input comprises a selection of a template including a form to be completed for the first assessment project or the second assessment project,

wherein the template is selected based on a level of the multi-level institution associated with the project, and

wherein the template is specific to the level of the multi-level institution associated with the project.

29. The system of claim 28 , wherein the first assessment project and the second assessment project reference at least a portion of common data within the computer-accessible memory.

30. The system of claim 28 , wherein the assessment initiative includes a link identifying both the first assessment project and the second assessment project.

31. The system of claim 28 , further comprising at least one additional assessment project associated with the assessment initiative.

32. A computer-implemented method for creating an assessment initiative within a multi-level institution, comprising:

a programmable computer configured to perform the steps of:

receiving first input identifying the assessment initiative;

creating the assessment initiative;

creating a plurality of assessment projects; and

associating goals or objectives of the plurality of assessment projects with goals or objectives of the assessment initiative,

wherein at least one of the plurality of assessment projects is created based on a selection of a template including a form to be completed for the at least one assessment project,

wherein the template is selected based on a level of the multi-level institution associated with the project, and

wherein the template is specific to the level of the multi-level institution associated with the project.

33. The computer-implemented method of claim 32 , wherein the step of creating a plurality of assessment projects further includes the step of:

receiving identification of at least some of the plurality of assessment projects from a user.

34. The computer-implemented method of claim 32 , wherein the step of creating a plurality of assessment projects further includes the step of:

automatically generating at least some of the plurality of assessment projects based on the assessment initiative.

35. The computer-implemented method of claim 34 , wherein the at least some of the plurality of assessment projects is based on one or more templates identified by the assessment initiative.

36. The computer-implemented method of claim 35 , wherein the step of creating a plurality of assessment projects further includes the step of:

automatically completing a portion of the one or more templates.

37. The computer-implemented method of claim 35 , wherein the step of creating a plurality of assessment projects further includes the step of:

receiving second input related to completing a portion of the one or more templates.

38. A system for creating an assessment initiative within a multi-level institution, comprising:

a programmable computer configured to:

receive first input identifying the assessment initiative;

create the assessment initiative;

create the plurality of assessment projects; and

associate goals or objectives of the plurality of assessment projects with goals or objectives of the assessment initiative,

wherein at least one of the plurality of assessment projects is created based on a selection of a template including a form to be completed for the at least one assessment project,

wherein the template is selected based on a level of the multi-level institution associated with the project, and

wherein the template is specific to the level of the multi-level institution associated with the project.

39. The system of claim 38 , wherein the programmable computer is further configured to:

receive identification of at least some of the plurality of assessment projects from the user.

40. The system of claim 38 , wherein the programmable computer is further configured to:

automatically generate at least some of the plurality of assessment projects based on the assessment initiative.

41. The system of claim 40 , wherein the at least some of the plurality of assessment projects is based on one or more templates identified by the assessment initiative.

42. The system of claim 41 , wherein the programmable computer is further configured to:

automatically complete a portion of the one or more templates.

43. The system of claim 41 , wherein the programmable computer is further configured to:

receive second input related to completing a portion of the one or more templates.

44. Computer readable media containing programming instructions for performing an assessment initiative within a multi-level institution, that upon execution thereof, causes one or more computer processors to perform the steps of:

receiving first input identifying a first assessment project;

receiving second input identifying a second assessment project, the second assessment project being active concurrent with the first assessment project;

creating an association between goals or objectives of the first assessment project and the assessment initiative, and an association between goals or objectives of the second assessment project and the assessment initiative,

wherein each of the first assessment project and the second assessment project comprises assessing an effectiveness of an associated project,

wherein at least one of the first input and the second input comprises a selection of a template including a form to be completed for the first assessment project or the second assessment project,

wherein the template is selected based on a level of the multi-level institution associated with the project, and

wherein the template is specific to the level of the multi-level institution associated with the project.

45. Computer readable media containing programming instructions for creating an assessment initiative within at multi-level institution, that upon execution thereof, causes one or more computer processors to perform the steps of:

receiving first input identifying the assessment initiative;

creating the assessment initiative;

creating a plurality of assessment projects; and

associating goals or objectives of the plurality of assessment projects with goals or objectives of the assessment initiative,

wherein at least one of the plurality of assessment projects is created based on a selection of a template including a form to be completed for the at least one assessment project,

wherein the template is selected based on a level of the multi-level institution associated with the project, and

wherein the template is specific to the level of the multi-level institution associated with the project.

46. The computer-implemented method of claim 1 , wherein assessment initiative comprises a common theme between the first assessment project and the second assessment project.

47. The computer-implemented method of claim 46 , wherein the common theme comprises an accreditation.

Assignments (19)
RELEASE OF SECURITY INTEREST Recorded Mar 2, 2026
From: ALTER DOMUS (US) LLC
To: BLACKBOARD LLC
Reel/Frame 073942/0611 →
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From: ANKURA TRUST COMPANY, LLC
To: BLACKBOARD LLC (F/K/A BLACKBOARD INC.); BLACKBOARD CONNECT INC.; TEACHERWEB, INC.; PARLANT TECHNOLOGIES, INC.
Reel/Frame 073932/0199 →
SECURITY INTEREST Recorded Oct 1, 2025
From: BLACKBOARD LLC
To: ALTER DOMUS (US) LLC
Reel/Frame 072440/0589 →
ENTITY CONVERSION Recorded Jul 13, 2025
From: BLACKBOARD INC.
To: BLACKBOARD LLC
Reel/Frame 071930/0172 →
SUCCESSION OF AGENCY (REEL 058081 / FRAME 0073) Recorded Jul 11, 2025
From: UBS AG, STAMFORD BRANCH
To: ANKURA TRUST COMPANY, LLC, AS SUCCESSOR AGENT
Reel/Frame 071890/0005 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Apr 19, 2024
From: BLACKBOARD LLC (F/K/A BLACKBOARD INC.)
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 067172/0148 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL Recorded Oct 27, 2021
From: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
To: BLACKBOARD INC.; BLACKBOARD CONNECT INC.; EDLINE LLC; TEACHERWEB, INC.
Reel/Frame 057941/0752 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL Recorded Oct 26, 2021
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: BLACKBOARD INC.; BLACKBOARD CONNECT INC.; BLACKBOARD COLLABORATE INC.; PARLANT TECHNOLOGY, INC.; TEACHERWEB, INC.
Reel/Frame 058298/0577 →
FIRST LIEN SECURITY AGREEMENT Recorded Oct 26, 2021
From: BLACKBOARD INC.; BLACKBOARD CONNECT INC.; TEACHERWEB, INC.; PARLANT TECHNOLOGIES, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 058081/0025 →
SECOND LIEN SECURITY AGREEMENT Recorded Oct 26, 2021
From: BLACKBOARD INC.; BLACKBOARD CONNECT INC.; TEACHERWEB, INC.; PARLANT TECHNOLOGIES, INC.
To: UBS AG, STAMFORD BRANCH
Reel/Frame 058081/0073 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Nov 7, 2019
From: BLACKBOARD, INC.; BLACKBOARD CONNECT INC.; BLACKBOARD COLLABORATE INC.; PARLANT TECHNOLOGY, INC.; TEACHERWEB, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 050965/0354 →
RELEASE OF SECURITY INTEREST IN PATENT RIGHTS Recorded Nov 7, 2019
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: BLACKBOARD INC.; BLACKBOARD COLLABORATE, INC.; BLACKBOARD CONNECT INC.; PARLANT TECHNOLOGY, INC.; TEACHERWEB, INC.
Reel/Frame 050953/0361 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Oct 20, 2016
From: BLACKBOARD INC.; BLACKBOARD COLLABORATE INC.; BLACKBOARD CONNECT INC.; PARLANT TECHNOLOGY, INC.; TEACHERWEB, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
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RELEASE OF LIEN ON PATENTS Recorded Nov 19, 2013
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To: BLACKBOARD INC.; EDLINE LLC; BLACKBOARD CONNECT INC.; TEACHERWEB, INC
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SECOND PATENT SECURITY AGREEMENT Recorded Oct 6, 2011
From: BLACKBOARD INC.; BLACKBOARD CONNECT INC.; EDLINE LLC; TEACHERWEB, INC
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 027027/0497 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Oct 6, 2011
From: BLACKBOARD INC.; BLACKBOARD CONNECT INC; EDLINE LLC; TEACHERWEB, INC.
To: BANK OF AMERICA, N. A., AS COLLATERAL AGENT
Reel/Frame 027027/0328 →
RELEASE OF PATENT SECURITY INTEREST Recorded Oct 4, 2011
From: JPMORGAN CHASE BANK, N.A.
To: BLACKBOARD INC.
Reel/Frame 027015/0787 →
SECURITY AGREEMENT Recorded Aug 5, 2010
From: BLACKBOARD INC.
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 024794/0340 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 29, 2008
From: YASKIN, DAVID; RITTER, GREG
To: BLACKBOARD, INC.
Reel/Frame 021464/0884 →