NHS NEW FACULTY EVALUATION WORKSHOP MARCH 29 & 30, 2016

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1 NHS NEW FACULTY EVALUATION WORKSHOP MARCH 29 & 30, 2016

2 OVERVIEW I. Introductions Performance Areas / Important Documents Performance Standards (NHS Evaluation Criteria) II. III. IV. Comprehensive Processes (Policy and Procedures) Dossier Preparation Information Questions

3 IMPORTANT DOCUMENTS Board Policy (Part 8) Faculty Evaluation (purple) NHS Faculty Evaluation and Performance Policies (green) Comprehensive Review Sheet (yellow)

4 PERFORMANCE AREAS Three Areas: 1. Instruction (Teaching) 2. Professional activity (Scholarship/Research) 3. Service (Professional Service and Institutional Leadership) (See, Performance Guidelines (section (2) of the Board Policy Manual purple tab)

5 ACTIVITY 1: PERFORMANCE STANDARDS (APPENDIX A) STEP 1: STEP 2: STEP 3: STEP 4: For each Criteria REVIEW and EVALUATE your current performance in the MEETS EXPECTRATINS COLUMN by (HONESTLY) placing a check mark in each box which applies). For every box checked review the criteria in Exceeds Expectations and Excellent and determine which applies with a check Complete Comprehensive Evaluation Form (Green tab) GROUP DISCUSSION of CATEGORICAL RANKING

6 EVALUATION FORM AND WORKLOAD Faculty assigned a weight for evaluation purposes = 1.0 Basis for the workload of individuals in the college: Fifteen (15) credit hour per semester equated load Many faculty will have a work assignment of: instruction scholarship service Weighting may vary as college or unit needs dictate

7 BASIS FOR TENURE RECOMMENDATION Pre-Tenure Review Level IV or V rating for instruction or professional activity Level III, IV, or V rating for the other two performance areas Tenure Level IV or V rating for instruction or professional activity Level III, IV, or V rating for the other two performance areas Assistant professors may only be granted tenure if promoted to associate professor at the same time Post-Tenure Review An individual is evaluated on his/her assigned workload over a five-year period. To receive an overall satisfactory performance evaluation, the faculty member must be rated as Level III or above overall, which must include a Level III rating in instruction

8 BASIS FOR PROMOTION Promotion from Lecturer to Senior Lecturer: Minimum of 7 years of successful academic performance Level IV or V rating for instruction and Level III, IV, or V rating for the other performance areas included in the faculty member s workload. Promotion from Instructor* to Assistant Professor*: Level IV or V rating for instruction and Level III, IV, or V rating for the other two performance areas. Promotion from Assistant to Associate Professor* Level IV or V rating for instruction or professional activity Level III, IV, or V rating for the other two performance areas Promotion from Associate to Professor* Level IV or V rating for instruction and professional activity Level III, IV, or V rating for service *Earned doctorate in the discipline or other terminal degree specified by the unit or program area is required

9 PRE-TENURE/PROMOTION Mid-point of probationary period Intended as a check on an individual s progress toward tenure Unit-level and College Level Review Only TIME Clock: Years of tenure credit awarded to faculty member Pre-tenure review will occur during the faculty member s 0 Third full academic year 1 Second full academic year 2 Second full academic year 3 Not applicable

10 COMPREHENSIVE REVIEW PROCESS FOR REAL!!! 1. Peer Review (Minimum of 2) (NHS p.3)* 2. Academic Unit review (School/Department) 3. Dean review 4. Provost review 5. President review 6. Board of Trustees review * Only for faculty with workload distribution in Research/Professional Activity

11 UNIT-LEVEL REVIEW Faculty Review Unit Leader Review Both evaluate candidate using specific unit/college standards Instruction, Professional Activity, Service Evaluation Committee and Unit Leader provides an evaluation memo to candidate and Dean

12 Dean Review Dean reviews all application materials, including the candidate s curriculum vitae, dossier and narrative statements, the department/school/program area faculty vote and recommendation, and unit leader evaluation and recommendation Dean s provides evaluation memo to provost and faculty member

13 Evaluatee Feedback Evaluatee will receive evaluation results at each review step (EC, Unit Leader, Dean) Evaluatee will be given the opportunity to provide commentary and additional supporting documentation at each review step Evaluatee may appeal the results of the review process using established faculty grievance procedures BPM

14 TYPICAL TT FACULTY EVALUATION TIMELINE (WITH NO YEARS CREDIT) AY YEAR 1 AY YEAR 2 AY YEAR 3 AY YEAR 4 AY YEAR 5 AY YEAR 6 (Tenure effective) AY YEAR 7 (Tenure effective) 3rd year reappoint (Nov.) Comprehen -sive review (Pre-tenure) Eligible for comprehensive review (T/P) Mandatory comprehen -sive review (T/P) Annual evaluation 2nd year reappoint (Feb.) Annual evaluation 4th year reappoint (~ May) Annual evaluation 5th year reappoint (May) Optional Annual evaluation 6th year reappoint (May) Annual or Biannual evaluation 7th year reappoint* (May) Annual evaluation 7th year reappoint** (May) Terminal year if not awarded tenure 1 st Year 2 nd Year 3 rd Year 4 th Year 5 th Year 6 th Year 7th Year Probationary period = 7 years

15 Questions and Discussion

16 GUIDELINES FOR DOSSIER* PREPARATION BPM it shall be the responsibility of the candidate to document satisfactory fulfillment of the appropriate areas of consideration Dossier portfolio of information relative to performance and accomplishments during the comprehensive evaluation period, which shall include: Updated curriculum vitae in university format Appropriate documentation (evidence) Representative sample of student evaluations Other materials determined by the Unit and Program Area *Appendix C of the NHS Faculty Evaluation document provides specific guidance on the organization and format of the dossier

17 ELEMENTS IN DOSSIER All materials limited to 2-inch loose leaf binder (See Handout [draft Appendix C]) Pocket Materials Appropriate University request forms (signatures) Unit Leader Comprehensive Evaluation includes current year annual/biennial review Faculty Comprehensive Evaluation includes current year annual/biennial review Copies of Annual/Biennial Evaluations forms, faculty reports, unit leader reports, dean reports Comprehensive Performance Report (See handout)

18 CURRICULUM VITAE TAB 1 Current CV in UNC format CURRICULUM VITAE TAB 2 External Peer Reviewed Letters (Required for promotion all levels.

19 CURRICULUM VITAE TAB 3-5 Tab 3: Performance Report of Instruction Supporting Evidence follows the report Tab 4: Performance Report of Professional Activity Supporting Evidence follows the report Tab 5: Performance Report of Service Supporting Evidence follows the report

20 KEYS TO SUCCESS Well prepared, easy-to-read dossier your application will be seen by many people during the evaluation process Carefully follow dossier guidelines - include ALL necessary forms and materials Make materials easy to find and read find examples and have your colleagues provide feedback prior to submission Highlight significance/impact of your efforts Make efforts obvious to those unfamiliar with your area

21 COMMON ERRORS 1. Poorly prepared lacks informative narratives highlighting accomplishments 2. Incomplete dossier missing necessary forms and materials 3. Forms not correctly filled out or containing math mistakes 4. Significance/impact of your efforts not clear no differentiation of what is peer reviewed vs. what is not

22 FACULTY EVALUATION DEADLINES* Comprehensive Reviews - other than pre-tenure reviews (including applications for promotion and/or tenure, and graduate faculty status; and post-tenure review): DUE: NHS Dean s office February 1* Academic Affairs First half of March Pre-Tenure Reviews DUE: NHS Dean s office March 1* *Typical Timelines

23 SOURCES NHS Faculty Evaluation and Performance Policies and Procedures document Board Policy Manual University Regulations

24 Questions and Discussion

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