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SBA Portfolio Handbook

Use the hyperlinks below to work through the step-by-step process in developing your portfolio
Step 1: Reading ~ Step 2: Research ~ Step 3: More research ~ Step 4: Your own goals
Step 5: Personal SWOT analysis ~ Step 6: Inventory of evidence ~ Step 7: Selecting evidence
Step 8: Reflection ~ Step 9: Action plan ~ Step 10: Assembling the portfolio

Introduction to the portfolio requirement

The School of Business faculty has implement a portfolio requirement for all BBA students who declare a business major in 2003-2004 and after. The portfolio is designed to demonstrate attainment of critical competencies. While the concepts and process of the portfolio are integrated into the curriculum, we believe that students will benefit from having easy access to a Web-based tutorial which will enable them to make progress on their portfolios independently of enrollment in specific classes.

Objectives

A digital portfolio offers students an opportunity to document their academic achievements in the competency and knowledge areas identified in the School of Business objectives. Students who have carefully developed career goals are better able to use their portfolio evidence make a persuasive case with potential employers. 

The objective for this on-line module is to enable each student develop his or her own digital portfolio with a minimum of frustration. In this Web module you will compile an inventory of your academic and co-curricular achievements to date, create the structure and basis for your own digital portfolio, and develop objectives for the remainder of your academic career. Specifically, this means that students who complete the entire module will:

  1. Identify their primary and secondary academic objectives (career path(s), academic prerequisites for the relevant career path(s), co-curricular interests and the linkage between those interests and career choices) 
  2. Perform a personal SWOT (strengths, weaknesses, opportunities and threats) analysis to determine what they have accomplished in their academic careers to date and what learning experiences will be most effective and important in achieving the objectives identified in #1, above.
  3. Compile an inventory of significant academic and co-curricular work to date, including but not restricted to term papers, semester projects, class presentations, case analyses, student leadership positions and internship/work experience. 
  4. Students will examine existing portfolios and learn to constructively critique what others have done in order to better display their own work.
  5. Determine how best to represent their accomplishments to date using selected artifacts to show both development (i.e., evolution) and achievement of skills and abilities.
  6. Prepare a reflection on their academic and co-curricular experiences. (e.g., What was learned from doing this piece of work? How did I learn it? How can I now (and in the future) apply this learning? 
  7. A software package called Uedit is available for portfolio development. You may use this or any standard Web development toll you wish.
  8. Develop an action plan to ensure that their individual academic and co-curricular objectives will be achieved.

Contact

The Portfolio Development Web was prepared by Professor Gerry Myers of the PLU School of Business. If you have questions about the portfolio development process or suggestions for the improvement of this Website, please contact him at myersgm@plu.edu.

Texts and materials

All materials for the completion of this module are available electronically. Appropriate hyperlinks are provided in the descriptions of the steps in the process.

Portfolio Evaluation

The evaluation of your portfolio hinges on the answer to two questions. The answer to both questions must be "yes" to complete the portfolio requirement. Question 1 is "Did you get the job done?" In other words, did you develop a working portfolio which appears to be a credible reflection of your skills, capabilities and achievements? Question 2 is "Is the student's portfolio worthy of the imprimatur of Pacific Lutheran University?" Your portfolio need not be a work of art, but it should reflect favorably on you and the institution. Remember that a portfolio is essentially a public document, so you want it to be something that you wouldn't be embarrassed to have others see. Unprofessional or sloppy work will be evaluated accordingly. Things like spelling errors, poorly written work and poor formatting reflect unfavorably on you and on the school, and diminish the value your degree and the degrees of all those who call themselves "Lutes."

Portfolio format

As noted in the Portfolio Handbook, all portfolios will be in digital format. Students who elect to do so may use their own space on the PLU server. alternatively, portfolios may be accessed through the Digital media Center Website. Some students will choose to make use of audio and video clips from faculty members or other who are able to attest to the quality of their work. While this is an excellent way to present some information, inclusion of audio and/or video testimony in your portfolios is strictly optional. If you lack the technical expertise to do such things well, it is probably best to avoid doing them at all.

Steps in the process

It is important that you work through the steps below in order. Skipping around may be more interesting, but I can guarantee that you will spend more time than if you work through everything step by step. I suggest that you read through the entire process before you actually start work on step 1. The whole business will make more sense if you have the big picture as you move along.

There is a potential benefit to working on this project with someone else who you know and trust. The advantage in having a partner is that you can share ideas, critique each others' work and provide feedback. If you are fortunate enough to be able to work with such a person, that's all to the good, but it is not necessary. 

The specific steps required to complete your portfolio are outlined in the Portfolio Handbook. Use the hyperlinks below to access the individual sections of the handbook.

This handbook is designed to give faculty and students a handy, online reference that should answer most questions about the portfolio process and requirements. I will try to update the page regularly as faculty decisions are made and as new materials for guidance and instruction become available.

What is a portfolio and what purpose does it serve? <Next topic>

The portfolio is an opportunity for students to document progress and achievement in specific areas of competency and knowledge. The portfolio should not be seen as a repository for all of a student’s work. It does provide a framework for organizing and presenting evidence that each student has developed the abilities that we in the School of Business seek to deliver in all of our graduates. The process of accumulating the evidence over the course of completing the business major is intended to keep the student’s focus on developing these abilities. The portfolio should be sufficiently terse to allow quick access and an easy review of the evidence presented. The portfolio may contain a variety of examples of student performance, as well as testimonials from faculty, internship supervisors, and others. Inclusion of such content is at the discretion of the student and relevant faculty or outside individuals. It is also important to note that a portfolio should not limited to exemplary work. As discussed further in a subsequent section of this document, a major purpose of portfolios should be to document progress and the evolution of one’s ability in a discipline. If the only exemplary work is included, there can obviously be no documentation of progress.

A portfolio documents progress and achievement in ways that a conventional transcript cannot. A transcript merely reflects grades. A portfolio shows what is behind the grades:

bulletpapers
bulletprojects
bulletspeeches
bulletperformances
bulletpresentations

A portfolio might also include evidence of learning and experience in student activities

bulletcommunity or volunteer work
bulletparticipation in student government
bulletcommittee membership
bulletinternships
bulletcertifications
bulletawards
bulletstudy abroad
bulletinterviews
bulletsports
bullethonors projects
bulletfield work
bulletwork experience
bulleta current resume

Thus, a portfolio demonstrates intellectual and professional growth during undergraduate years; it may also be a means of highlighting qualifications in discussion with prospective employers or graduate school admissions offices.

Four required components in a portfolio <Back> <Next>

The portfolio should demonstrate the skills of life-long and independent leaning. Thus, it should include evidence of:

  1. Goal-Setting: The establishment of clear, specific, and measurable goals, and the steps needed to achieve them.
  2. Assessment of Achievement: Your own self-assessment of how well you’ve accomplished the objectives of specific assignments, specific courses, your major, and the core.
  3. Self-Reflection: This might include some evaluation of where you are in relation to the overall University Objectives, the objectives of your major, and your own chosen goals and career plans: what you have achieved and what you need to achieve.
  4. Selection of Work: Careful evaluation and selection of the most appropriate material for your portfolio

There is obviously a close relationship between the content of your portfolio and the objectives of the University, the School of Business, and the individual courses in which you enroll. You should have become acquainted with the mission and objectives of both the University and the School of Business, but they are included below for reference.

What are the PLU learning objectives? <Back> <Next>

The Pacific Lutheran University Mission Statement reads as follows:

Long committed to providing an education distinguished for quality, in the context of a heritage that is Lutheran and an environment that is ecumenically Christian, PLU continues to embrace its primary mission: the development of knowledgeable persons equipped with an understanding of the human condition, a critical awareness of humane and spiritual values, and a capacity for clear and effective self-expression.

For all who choose to seek a PLU degree, the university offers opportunity to pursue a variety of programs of academic worth and excellence. Its standards of performance demand a finely trained faculty as well as highly skilled administrative and support staff. In its institutional emphasis on scholarship, the University views the liberal arts as providing the necessary and essential foundation for the technical training and education in the professions which modern society requires.

The university aims to cultivate the intellect, not for its own sake merely, but as a tool of conscience and an instrument for service. The diversity and variety of cultural programs and personal services offered by the university are intended to facilitate this positive development of the student as a whole person in order that our students might function as members of society.

In other words, PLU affirms that realization of one's highest potential as well as fulfillment of life's purpose arise in the joy of service to others. To aid its students in sharing this understanding, the university seeks to be a community in which there is a continuing and fruitful interaction between what is best in education and what is noblest in Christian edification.

This deliberate and simultaneous attention to the religious dimension of the total human experience and to the standards of scholarly objectivity, coupled with clear recognition of the integrative impulse in each, is the essence of PLU.

The PLU faculty has adopted the following Integrative Learning Objecitves as the goals of a PLU education:

Critical Reflection
bulletconsider issues from multiple perspectives
bulletevaluate assumptions and consequences of different perspectives in assessing possible solutions to problems
bulletselect sources of information using appropriate research methods
bulletunderstand and explain divergent viewpoints on complex issues, critically assess the support available for each, and defend one's own judgments.
Expression
bulletcommunicate clearly and effectively in both oral and written forms
bulletcreate symbols of meaning in a variety of expressive media, both verbal and nonverbal
bulletadapt messages to various audiences
Interaction with Others
bulletwork creatively to identify and clarify the issues of concern
bulletdevelop and promote effective strategies and interpersonal relationships
bulletacknowledge and respond to conflicting ideas and principles, and identify common interests
Valuing
bulletarticulate and assess one's own values, with an awareness of the communities and traditions that have helped to shape them
bulletrecognize how others have arrived at values different from one's own
bulletdevelop a habit of caring for oneself, for others, and for the environment
bulletapproach moral, spiritual, and intellectual development as a life-long process
Multiple Frameworks
bulletrecognize and understand how cultures profoundly shape different assumptions and behaviors
bulletidentify issues and problems facing people in every culture
bulletcultivate respect for diverse cultures, practices, and traditions

What are the School of Business learning objectives? <Back> <Next>

The School of Business has identified a number of learning outcomes consistent with the University ILOs:

  1. Knowledge is defined as learning, understanding, and internalization of business curriculum content, and includes disciplinary content, concentration content (where relevant), global perspective, effective use of technology, and ethical decision making. Disciplinary and concentration content refer to the specific academic content of business core and concentration courses (e.g., accounting finance, human resources management, etc.).  Follow the hyperlinks to learn more about the School of Business faculty's definitions and attributes of global perspective, effective use of technology, and ethical decision making.
  2. Competencies represent the ability to apply knowledge and awareness, to draw conclusions, and to promote action. Competencies include written and oral communication, critical thinking, and interpersonal relationships.
  3. Core values are the enduring beliefs that guide behavior. Our core values are professionalism, ethical conduct, and service to the community

Clearly, some of these are more relevant to some courses than others. For example, interpersonal relationships may be stressed in relatively few courses, while many, if not all, courses will provide experience in critical thinking and written or oral communication.  School of Business faculty have agreed to provide descriptions of the relationship between their course assignments and the knowledge areas, competencies and core values cited above. Selection of which of those assignments you may want to use to highlight the development or your capability in a specific area is part of the process of development of your portfolio. Some assignments may be more representative of your capabilities than others. Remember that your portfolio is not simply a storage bin for every assignment. Rather, it is a set of materials selected specifically to demonstrate growth and achievement. Choose materials carefully so that you can show a progression of your capability in each area, rather than overwhelming the reader with sheer volume of material. 

Portfolio Format <Back> <Next>

School of Business student portfolios will be in digital format, which provides several advantages compared with a hardcopy version. A digital portfolio can be posted on line, recorded on a floppy or zip disk, or burned onto a CD. There are a number of advantages to maintaining your portfolio electronically:

bulletIt can include more material than a hard copy version (e.g., a 3-ring binder)
bulletIt can have more than one organizational scheme
bulletIt allows for easy cross-referencing
bulletIt is more portable and accessible.

One way of organizing your portfolio would be to have a table of contents, with each item hyper-linked to the various projects, papers, and other artifacts, each of which is represented in a separate digital file (e.g., .doc, .ppt, .xls, .pdf, etc.). The initial table of contents could also provide hyper-links to alternative organizational structures; materials might be organized by course, major vs. minor, or by area of competence (communication, interpersonal relations, critical thinking). Use your imagination to determine what will best "tell your story."

How should you go about constructing your portfolio? <Back> <Next>

Your portfolio is a semi-public presentation of yourself. It will be a means of demonstrating a wide variety of academic and co-curricular accomplishments. You may well want to use it to support your applications for employment after graduation, or applications for graduate school. Therefore, it is important to be thoughtful about the materials you select and how they are organized. We suggest a systematic process such as the following:

  1. Identify your primary and secondary academic objectives (career path(s), academic prerequisites for the relevant career path(s), co-curricular interests and the linkage between those interests and career choices) 
  2. Perform a personal SWOT (strengths, weaknesses, opportunities and threats) analysis to determine what they have accomplished in their academic careers to date and what learning experiences will be most effective and important in achieving the objectives identified in #1, above. (Note: "challenges" may be a better word than "threats" in this context.) What are you good at? How do you know? What do you like to do? Note that it's important to be as objective and honest as possible here. Puffery and exaggeration will be discovered sooner or later, typically to one's detriment. Sometimes it's hard to get past preconceived notions and the well-intended comments or advice of others. On the other hand, it's important not to shortchange yourself. A fair amount of introspection may be required to develop a realistic assessment of your capabilities. Conversations with others who you can trust to be both candid and constructive may be useful as you develop your self-assessment 
  3. Compile an inventory of significant academic and co-curricular work to date, including but not restricted to term papers, semester projects, class presentations, case analyses, student leadership positions and internship/work experience. How do your co-curricular achievements reinforce your academic accomplishments? Leadership on the soccer field may translate into leadership in teamwork for a class assignment. Class presentations may be a breeze for someone who has experience in speech and debate. The relationship may work the other way. Perhaps organizational and leadership skills in a class project stimulated your interest in leadership in athletics. 
  4. Examine existing portfolios (a Web search will get you lots of hits) and learn to constructively critique what others have done in order to better display your own work. Remember that you are looking for both content and appearance. What sorts of artifacts do you find that really enable you to get a sense of a student's capablities? For those using the ePLU interface, appearance will not be a serious problem, but if you design your own web site (or include links to it from your ePLU page), think about what color combinations work together. Black print on a purple background this is black Arial 12 point doesn't show up very well. Textured or variegated backgrounds often make the text very difficult to read; click here for an illustration found at one portfolio site. Also remember that red and green combinations (e.g., red type on a green background) don't work for those afflicted with color blindness. Script fonts (e.g., Brush) may look nice under some conditions, but may be extremely hard on the eyes or virtually unintelligible against some backgrounds; click here for an example.
  5. Determine how best to represent your accomplishments to date using selected artifacts to show both development (i.e., evolution) and achievement of skills and abilities. Except in isolated cases, the items you select for your portfolio don't stand for themselves. You will need to provide a brief description of why you have selected each item. What role does it serve? How does this artifact demonstrate your improved ability in, say, written communication? 
  6. Prepare a reflection on your academic and co-curricular experiences. (e.g., What was learned from doing this piece of work? How did I learn it? How can I now (and in the future) apply this learning? You may want to have your advisor or a trusted faculty member read over your work to provide constructive comments. 
  7. Develop an action plan to ensure that their individual academic and co-curricular objectives will be achieved.
  8. Assemble your portfolio!

Remember that a portfolio is a dynamic entity. Just as your capabilities evolve and change with each new experience, your portfolio should evolve to reflect those changes. You are in the initial stages of a process of lifelong learning. Use your portfolio as a way of documenting that process and the outcomes from it.

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This page is maintained by Professor Gerry Myers, School of Business, Pacific Lutheran University, Tacoma, WA 98447. Address communications to me at myersgm@plu.edu
Page last edited on 06/16/04 01:31 PM

 
Copyright © 2008 Gerald M. Myers
Last modified:09/05/2009 01:52:14 PM