Methodology
How work proceeds from scoping to final delivery. The same disciplined sequence applies whether the task is a single course comparison or a program-level review.
Seven stages, each with a record
Each stage has a defined output, so progress is visible and every finding can be traced back to its source and reviewer.
Scoping
Agree the purpose, the decision the work supports, who owns that decision, the materials in scope, timelines, confidentiality terms and how AI assistance may be used.
Output: written scope and agreed definitionsSource-material review
Collect outlines, outcomes, assessment information and calendars. Check them for completeness, version and currency, and flag gaps before analysis starts.
Output: source inventory and issues listStructured analysis
Normalize outcomes into comparable statements, noting level, scope and assessment. AI assistance may be used here, within agreed controls.
Output: structured outcome setsMapping
Compare outcomes systematically and classify each as aligned, partial, no match or referred for expert review, citing the supporting evidence.
Output: draft mapping matrix and evidence trailQuality assurance
Consistency checks across the full set, sampling against independent comparison, and verification of every citation.
Output: QA notes and correctionsExpert review
Qualified reviewers, from QACanada or your institution as agreed, confirm, revise or reject findings and resolve referred items.
Output: validated matrix and review logReporting and delivery
Summary report, limitations and recommended next steps, delivered in agreed formats and walked through with your team.
Output: final deliverables and handover
Principles behind the method
Traceable
Every finding links to its source text, its rationale and the person who confirmed it.
Consistent
Definitions and thresholds are fixed in advance and applied uniformly.
Proportionate
The depth of analysis matches the stakes and volume of the decision.
Human-led
AI may assist the analysis; qualified people validate it and the institution decides.
Confidentiality and data handling
Course materials are often unpublished, and PLAR files can contain personal information. Handling terms are agreed during scoping and may include a confidentiality agreement, de-identification of learner information, restrictions on which tools may be used, and return or deletion of materials at the end of the engagement.
[Confirm your standard confidentiality terms, where files are stored, retention periods and whether you will sign institutional agreements.]
Apply the method to your context
We can start with a pilot on a defined sample so you can see the method and outputs before committing further.