PROGRAM ASSESSMENT AND MATCHING SYSTEM
20230126133 · 2023-04-27
Inventors
Cpc classification
G06Q50/2053
PHYSICS
International classification
Abstract
Measuring the alignment of priorities or “fit” between applicants for positions and the programs offering the positions may be highly sought after but poorly defined or measured. Priorities may include the institutional or individual mission statements, values, needs, and offerings. Within higher education, current methods of assessing fit, e.g. from personal statements, reference letters, in-person or virtual interviews, typically lack standardization, encourage disingenuity, and expends a great deal of human resources. The assessment system described herein provides quantitative measures of strength of alignment that is standardized, reliable, and defensible for position-filling decision-making. Hundreds or thousands of applicants for only a few dozen positions at a plurality of different programs may be individually prioritized for each program based on each applicant and each program providing a single prioritized list of desired characteristics.
Claims
1. A method comprising: a) providing, by a processor, one or more first graphic user interfaces configured to enable each of a plurality of applicants to enter a respective first prioritized list of a first plurality of characteristics in a first category relating to one or more positions offered by each of a plurality of programs into which the plurality of applicants wish to apply; b) providing, by the processor, one or more second graphic user interfaces configured to enable one or more representatives of each of the plurality of programs to enter a second prioritized list of the first plurality of characteristics in the first category; c) determining, by the processor, a first ranked correlation between each first prioritized list and each second prioritized list; d) generating, by the processor, a corresponding first fit score for each of the plurality of applicants for each of the plurality of programs based on the first ranked correlations; e) generating, by the processor, for each of the plurality of programs, a corresponding ranked list of the applicants that applied thereto, based on the corresponding first fit scores; f) sending the corresponding first fit score to each of the plurality of applicants for each of the plurality of programs that they applied to; and g) sending the corresponding ranked list of the applicants to each of the plurality of programs.
2. The method according to claim 1, wherein the one or more first graphic user interfaces are configured to enable each of the plurality of applicants to enter a third prioritized list of a second plurality of characteristics in a second category relating to the one or more positions offered by each of the plurality of programs into which the plurality of applicants wish to apply; wherein the one or more second graphic user interfaces are configured to enable the one or more representatives of each of the plurality of programs to enter a fourth prioritized list of the second plurality of characteristics in the second category; further comprising: determining, by the processor, a second ranked correlation between each third prioritized list and each fourth prioritized list, and generating a corresponding second fit score for each of the plurality of applicants for each of the plurality of programs based on the second ranked correlations; generating, by the processor, for each of the plurality of programs, the corresponding ranked list of the applicants based on the corresponding first fit scores and the corresponding second fit scores; and sending the corresponding second fit score to each of the plurality of applicants.
3. The method according to claim 2, wherein one or more of the corresponding ranked lists of applicants is based on a disproportionately weighted average of the first fit score and the second fit score; and wherein the one or more second graphic user interfaces are configured to enable the one or more representatives of each of the plurality of programs to enter details of the disproportionately weighted average.
4. The method according to claim 2, wherein step a) includes presenting to each applicant a first series of forced choice comparisons including pairs of the first plurality of characteristics to choose from; and wherein step c) includes determining the first ranked correlations based on results of the first series of forced choice comparisons.
5. The method according to claim 4, wherein step a) includes presenting to each applicant the first series of forced choice comparisons including the pairs of the first plurality of characteristics with a sliding scale to choose from.
6. The method according to claim 4, wherein step b) includes presenting to each representative a second series of forced choice comparisons including the pairs of the first plurality of characteristics to choose from; and wherein step c) includes determining the first ranked correlations based on results of the second series of forced choice comparisons.
7. The method according to claim 1, wherein the first ranked correlation is based on a rank correlation formula, selected from one or more of Spearman’s rho, Kendall’s tau, or Pearson’s correlation.
8. The method according to claim 7, wherein the first fit score is generated according to the formula: fit score = 50 x the first ranked correlation + 50.
9. The method according to claim 2, wherein the one or more first graphic user interfaces are configured to enable each of the plurality of applicants to enter a fifth prioritized list of a third plurality of characteristics in a third category relating to the one or more positions offered by each of the plurality of programs into which the plurality of applicants wish to apply; wherein the one or more second graphic user interfaces are configured to enable the one or more representatives of each of the plurality of programs to enter a sixth prioritized list of the third plurality of characteristics in the third category; further comprising: determining, by the processor, a third ranked correlation between each fifth prioritized list and each sixth prioritized list, and generating a corresponding third fit score for each of the plurality of applicants for each of the plurality of programs based on the third ranked correlations; generating, by the processor, for each of the plurality of programs, the corresponding ranked list of the applicants based on the corresponding first fit scores, the corresponding second fit scores, and the corresponding third fit scores; and sending the corresponding third fit score to each of the plurality of applicants.
10. The method according to claim 1, further comprising: generating, by the processor, for a selected one of the plurality of programs, a guidance report including general features of applicants that did not apply to the selected program, but generated corresponding first fit scores over a predetermined threshold; and sending the guidance report to the selected one of the plurality of programs.
11. The method according to claim 1, further comprising: generating, by the processor, for a selected applicant of the plurality of applicants, a guidance list of the programs that the selected applicant did not apply to, but generated corresponding first fit scores over a predetermined threshold; sending the guidance list to the selected one of the plurality of applicants.
12. A computing apparatus for providing a program assessment comprising: a first processor; and a first memory storing instructions that, when executed by the processor, configure the computing apparatus to: a) provide one or more first graphic user interfaces configured to enable each of a plurality of applicants to enter a respective first prioritized list of a first plurality of characteristics in a first category relating to one or more positions offered by each of a plurality of programs into which the plurality of applicants wish to apply; b) provide one or more second graphic user interfaces configured to enable one or more representatives of each of the plurality of programs to enter a second prioritized list of the first plurality of characteristics in the first category; c) determine a first ranked correlation between each first prioritized list and each second prioritized list, d) generate a corresponding first fit score for each of the plurality of applicants for each of the plurality of programs based on the first ranked correlations; e) generate for each of the plurality of programs, a corresponding ranked list of the applicants that applied thereto based on the corresponding first fit scores; f) send the corresponding first fit score to each of the plurality of applicants for each of the plurality of programs that they applied to; and g) send the corresponding ranked list of the applicants to each of the plurality of programs.
13. The apparatus according to claim 12, wherein the one or more first graphic user interfaces are configured to enable each of the plurality of applicants to enter a third prioritized list of a second plurality of characteristics in a second category relating to the one or more positions offered by each of the plurality of programs into which the plurality of applicants wish to apply; wherein the one or more second graphic user interfaces are configured to enable the one or more representatives of each of the plurality of programs to enter a fourth prioritized list of the second plurality of characteristics in the second category; wherein the instructions that, when executed by the processor, also configure the computing apparatus for: determining, by the processor, a second ranked correlation between each third prioritized list and each fourth prioritized list, and generating a corresponding second fit score for each of the plurality of applicants for each of the plurality of programs based on the second ranked correlations; generating, by the processor, for each of the plurality of programs, the corresponding ranked list of the applicants based on the corresponding first fit scores and the corresponding second fit scores; and sending the corresponding second fit score to each of the plurality of applicants.
14. The apparatus according to claim 12, wherein a) includes presenting to each applicant a first series of forced choice comparisons including pairs of the first plurality of characteristics to choose from; and wherein c) includes determining the first ranked correlations based on results of the first series of forced choice comparisons.
15. The apparatus according to claim 14, wherein a) includes presenting to each applicant the first series of forced choice comparisons including the pairs of the first plurality of characteristics with a sliding scale to choose from.
16. The apparatus according to claim 14, wherein b) includes presenting to each representative a second series of forced choice comparisons including the pairs of the first plurality of characteristics to choose from; and wherein c) includes determining the first ranked correlations based on results of the second series of forced choice comparisons.
17. The apparatus according to claim 12, wherein the first ranked correlation is based on a rank correlation formula, selected from one or more of Spearman’s rho, Kendall’s tau, or Pearson’s correlation.
18. The apparatus according to claim 17, wherein the first fit score is generated according to the formula: fit score = 50 x the first ranked correlation + 50.
19. The apparatus according to claim 12, wherein the one or more first graphic user interfaces are configured to enable each of the plurality of applicants to enter a fifth prioritized list of a third plurality of characteristics in a third category relating to the one or more positions offered by each of the plurality of programs into which the plurality of applicants wish to apply; wherein the one or more second graphic user interfaces are configured to enable the one or more representatives of each of the plurality of programs to enter a sixth prioritized list of the third plurality of characteristics in the third category; wherein the instructions that, when executed by the processor, also configure the computing apparatus for: determining, by the processor, a third ranked correlation between each fifth prioritized list and each sixth prioritized list, and generating a corresponding third fit score for each of the plurality of applicants for each of the plurality of programs based on the third ranked correlations; generating, by the processor, for each of the plurality of programs, the corresponding ranked list of the applicants based on the corresponding first fit scores, the corresponding second fit scores, and the corresponding third fit scores; and sending the corresponding third fit score to each of the plurality of applicants.
20. The apparatus according to claim 13, wherein the instructions that, when executed by the processor, also configure the computing apparatus for: generating, by the processor, for a selected one of the plurality of programs, a guidance report including general features of applicants that did not apply to the selected program, but generated corresponding first fit scores over a predetermined threshold; and sending the guidance report to the selected one of the plurality of programs.
21. The apparatus according to claim 12, wherein the instructions that, when executed by the processor, also configure the computing apparatus for: generating, by the processor, for a selected applicant of the plurality of applicants, a guidance list of the plurality of programs that the selected applicant did not apply to, but generated corresponding first fit scores over a predetermined threshold; and sending the guidance list to the selected one of the plurality of applicants.
Description
BRIEF DESCRIPTION OF THE DRAWINGS
[0022] Some example embodiments will be described in greater detail with reference to the accompanying drawings, wherein:
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DETAILED DESCRIPTION
[0040] While the present teachings are described in conjunction with various embodiments and examples, it is not intended that the present teachings be limited to such embodiments. On the contrary, the present teachings encompass various alternatives and equivalents, as will be appreciated by those of skill in the art.
[0041] In accordance with an example embodiment, illustrated in
[0042] As an optional preliminary step, a list of the categories and a list of the characteristics for each category that both applicants and the programs most value, may be created by the assessment system 1 based on what one or more representatives of the program and/or one or more sample applicants consider to be the priorities and values. A structured method of communication may be conducted with representatives of both groups; these representatives are considered the Subject Matter Experts (SMEs) for the closed environment being addressed. As an example, if the closed environment comprises graduating medical students as Applicants, and United States graduate medical education (US-GME) residency training programs as programs, then two sets of SMEs may be drawn - one from among graduating medical students and one from among representatives of US-GME residency training programs. In open-ended questions, both sets of SMEs may be asked to suggest characteristics (priorities/values/characteristics) they feel important for decision-making. For applicants, what priorities guide their preferences of program; for programs what priorities guide their preference of applicants. Open-ended responses are collated. All characteristics identified by at least a threshold amount, e.g. 50%-60%, preferably 59%, of either of the two sets of SMEs are qualitatively reviewed to combine into thematic categories. A subsequent survey is sent out to the two sets of SMEs to identify, from the surviving characteristics, those that are either duplicative or unhelpful for decision-making purposes. After a second qualitative analysis of this second round of SME feedback, a final set of categorized characteristics may be produced for the specific closed environment being addressed. Typically, there will be preferably 2 –5 categories with each category comprising of preferably 5 –8 characteristics.
[0043] By selecting the categories (themes) and the characteristics each program most values and offers, the assessment system 1 may create a prioritized list of characteristics based on what one or more representatives of each program consider to be the priorities and values of the corresponding program in its current state. The prioritized lists of characteristics, based on perceptions of the program’s representatives, may be used to calculate the average or overall final prioritized list of characteristics for the program’s priorities and values.
[0044] The final prioritized list of characteristics for each program may then be compared to each of the applicant’s corresponding prioritized lists. The comparison will determine how closely the values and program offerings align to those of all the applicants’ values and preferences across a plurality of themes or categories, e.g. work environment, training methods, (pedagogy), and culture.
[0045] Since the assessment system 1 compares a total plurality of characteristics when summing across all categories, e.g. 5-30, preferably 6-24, more preferably 8-21, across a plurality of categories (themes), e.g. 2-8, preferably 2-5, more preferably 3, with each category having a plurality of characteristics within that category e.g. 4-10, preferably 5-9, more preferably 6-8, a plurality of separate assessment or “fit” scores measuring the alignment between each program and each of the applicants, i.e. one fit score for each theme for each program, may be generated.
[0046] With reference to
[0047] There may be a single theme or a plurality of categories (themes) of comparisons, for example: Culture, Training methods, i.e. Pedagogy, and Work Environment, depending on the type of programs and positions. For each category, time may be taken to read and reflect on the plurality of related characteristics to rank the characteristics in order of priority. Culture may be defined as the persisting ethical, collaborative, and psycho-emotional characteristics of a given program. Training methods or Pedagogy may be defined as the teaching and learning methodologies of a given program. Work Environment may be defined as the specific work conditions and setting in which trainees will perform their service. Other categories (themes) are within the scope of the invention depending on the type of programs and positions.
[0048] With reference to
[0049] With reference to
[0050] With reference to
[0051] The program’s overall prioritized list of characteristics 20 may be an average of the total scores or ranks of each representative or by some other means, e.g. weighted averages, in which selected representatives may have more influence on the final prioritized list. The first step 101 and/or the second step 102 may be repeated a plurality of times, e.g. for each category, for each representative, and for each of the plurality of programs participating.
[0052] With reference to
[0053] With reference to
[0054] At step 103, before, after or simultaneously with the first step 101 and the second step 102, each applicant may then be provided access to the assessment system 1 via a graphic user interface 10, as hereinbefore described, to complete the assessment, e.g. a paired comparison assessment 15 binary or scaled, designed to help identify the alignment between the applicants’ and the programs’ values and priorities. As above, there may be at least 500 applicants, and often more than 1000 applicants for each program. Each applicant may apply to only a select number of programs based on their choice or on a predetermined maximum.
[0055] By ranking each applicant’s characteristics across the one or more categories (themes), the assessment system 1 may calculate the alignment between each applicant and each program based on the one or more categories (themes), e.g. work environment, culture and training methods (pedagogy). The assessment system’s comparison may determine how closely the values and preferences of each applicant align to the values and preferences of the programs they are applying to in a more objective way.
[0056] Each applicant ideally only completes the assessment once, which may take about 10-30, preferably 15-20, minutes to complete. Each applicant may be provided more or less time than the representatives or the applicants and the representatives may be given an unlimited amount of time to complete the assessment.
[0057] As above, there may be the plurality of themes or categories of comparisons, e.g. Culture, Training Methods, i.e. Pedagogy, and Work Environment. For each category, time is taken to read the definitions of the plurality of related characteristics.
[0058] As above, the assessment application 1 may provide the characteristics to each applicant via a graphic user interface 10, two at a time, e.g. forced choice, whereby each applicant may select the characteristic and/or their degree of preference that they prefer or value more between only two choices. The selection should be based on a gut reaction, and should not be over analyzed. Accordingly, a warning and/or a time restriction may be implemented when an applicant exceeds a threshold amount of time to answer.
[0059] Finally, the one or more, e.g. three, themes or categories may be ranked by each applicant in relation to one another.
[0060] After each applicant has completed the assessment, a prioritized list of characteristics 30 for each category (theme), (
[0061] The third step 103 and the fourth step 104 may be repeated a plurality of times, e.g. once for each category (theme), and once for each of the plurality of applicants participating.
[0062] For each applicant, a “fit” score may then be calculated by the controller processor 3 via the software application of the assessment system 1, in step 105, for each theme for each program they’re applying to and preferably each and every program, as described herein after. Each fit score may be calculated by comparing their ranking of the characteristics, i.e. applicant’s prioritized list of characteristics 30, within each theme to each program’s overall ranking, e.g. program’s prioritized list of the characteristics 20 within that category (theme).
[0063] The comparison for the “fit” scores may utilize Spearman’s or Kendall’s rank correlation coefficient for paired comparison analysis done without sliding scale, Pearson’s correlation when done with sliding scale, or any other suitable rank correlation method.
[0064] In step 106, the assessment system 1 may send, whereby each program’s representative may receive, e.g. via email or letter, a list 50 including each individual fit score, for each theme, for each applicant that applied to their program, e.g. “Fit: Culture”, “Fit: Pedagogy”, and “Fit: Work Environment”, and/or an overall fit score. At step 107, a ranked list 60 of all applicants interested in the program, whereby each program’s representative, e.g. via email or letter, may be provided in a compiled list in a particular order, e.g. descending overall fit score, as detailed hereinbelow, in a Prep guide.
[0065] All other data collected, e.g. the actual rank of the characteristics within each theme, the ranking of the three themes, may or may not be shared with the programs, at step 110, and research may be conducted on this data to determine where else the programs or the applicants may find meaning and value, and provided to each program for future applicant recruitment, at step 111.
[0066] In step 108, the assessment system 1 may send, whereby each applicant may receive, e.g. via email or letter, each individual fit score for each category for each program they applied to. Each applicant may also receive, at step 109, a compiled and sorted list of all programs they applied to in order of average fit score and/or in order of adjusted fit score based on the adjusted fit score calculation provided by the program. As well, the applicant may receive a list of programs to which they did not apply, but which ranked most highly in strength of fit score to that applicant’s fit score, at step 112. However, each applicant may not receive the adjusted fit score nor their overall rank in each program’s list. The applicant may receive a limited amount of more detailed information regarding their fit with individual programs, at step 113, to enable reconsideration of their application pattern, but to deter gamesmanship, not sufficient detail to allow an applicant to reverse engineer/calculate an individual program’s strength of values assigned to individual characteristics within individual categories (themes).
[0067] The fit scores quantify the strength of the association between the program’s overall ranking of each category (theme) of characteristics, and the applicant’s ranking of the category (theme) of characteristics. The fit score may range from 0 to 100. With paired comparison analysis without sliding scales, with reference to
[0068] With reference to
[0069] With reference to
[0070] Alternatively, with reference to
[0071] Each fit score may be computed by the assessment system 1 by first calculating the rank correlation between each applicant’s ranking of characteristics 30 for each theme, and the corresponding ranking for each program they are applying to, i.e. the program’s overall prioritized list of characteristics 20. The rank correlation may be calculated using a suitable rank correlation formula, such as one of Spearman’s rho or Kendall’s tau or a combination of both, such as Spearman’s rho/ Kendall’s tau, with values ranging from -1 (perfect negative correlation) to +1 (perfect positive correlation), with 0 signifying no association.
[0072] The rank correlation may then be transformed using the following equation
[0073] Fit = 50x + 50
[0074] to derive the final fit score, where x is the rank correlation. The transformation enables easier interpretation of the fit scores, i.e. the scaling (multiplication) transformation makes the scores larger and easier to interpret, and the shift (addition) transformation ensures all scores are positive, with a minimum of 0 and a maximum of 100.
[0075] For the programs, the value of the assessment system 1 includes: [0076] 1) Identifying the small number of applicants whose fit/alignment is at the very opposite end of the spectrum to those of the program; [0077] 2) For use as an additional data point for the small pool of applicants vying for the final interview spots; [0078] 3) For use to prioritize those who highly align with the program’s values and mission for interview invitations; [0079] 4) For use to prioritize applicants during their ranking by the program, for applicants who are otherwise equal in all other respects.
[0080] For the applicants the value of the assessment system 1 includes: helping in identifying those programs whose values most resonate with their own for the purpose of deciding on relative investment of time, money and other personal resources.
[0081] The assessment system 1 may also generate and transmit to one or more selected applicants an applicant guidance report, at step 112, which identifies to each of the selected applicants a list of the programs that they did not select or apply for, but that nevertheless ranked relatively high, e.g. over a predetermined threshold, in the applicant to program alignment fit score calculations. Similarly, the assessment system 1 may also generate and transmit to one or more selected programs a program guidance report, at steps 110 and 111, which identifies general features of applicants, preferably without clear identification, who did not consider that program acceptable despite ranking highly in the applicant to program alignment calculations. The program guidance report may provide insight into general features, e.g. geographic, gender, age, socio-economic, race etc. of applicants, who ranked relatively high, e.g. over a predetermined threshold, in the applicant to program alignment fit score calculations, but did not apply to their program to guide programs for future targeted marketing of their program. The program guidance report may also provide insight into general features, e.g. geographic, gender, age, socio-economic, race etc. of applicants, who did not rank highly in the applicant to program alignment calculations, to guide programs for future changes of their program that may be required.
[0082] The foregoing description of one or more example embodiments has been presented for the purposes of illustration and description. It is not intended to be exhaustive or to limit the invention to the precise form disclosed. Many modifications and variations are possible in light of the above teaching. It is intended that the scope of the disclosure be limited not by this detailed description.