Proposed Revisions to Proposed Revisions to Appendix JAppendix J

Areas of PerformanceAreas of Performance

Section IXSection IX

April 26 and 27, 2007April 26 and 27, 2007

Faculty Affairs CommitteeFaculty Affairs Committee

Sue MacConnie, Kinesiology & Sue MacConnie, Kinesiology & Recreation AdministrationRecreation Administration

Diane Benson, NursingDiane Benson, NursingSharon Chadwick, LibrarySharon Chadwick, LibraryBernadette Cheyne, Theatre, Film, & Bernadette Cheyne, Theatre, Film, &

DanceDanceColleen Mullery, AVP Faculty AffairsColleen Mullery, AVP Faculty Affairs

Thanks!Thanks!

Diane Benson Diane Benson

Sharon Chadwick Sharon Chadwick

Bernadette CheyneBernadette Cheyne

Simon Green Simon Green

Ken Fulgham Ken Fulgham

Mary Kay Mary Kay

TK Koesterer TK Koesterer

Robin Meiggs Robin Meiggs

Colleen MulleryColleen Mullery

Scott Paynton Scott Paynton

John TravisJohn Travis

Armeda Armeda Reitzel/Michael Reitzel/Michael Bauer (proxy) Bauer (proxy)

Betsy WatsonBetsy Watson

Evolution of Appendix J Evolution of Appendix J ReviewReview

AY 02/03AY 02/03 Beginning discussions of RTP revisions Beginning discussions of RTP revisions

AY 03/04AY 03/04 RTP RTP process process revised and approved by general facultyrevised and approved by general faculty

AY 04/05AY 04/05 Review of CSU RTP policies, best practicesReview of CSU RTP policies, best practices Forum to discuss criteria for evaluationForum to discuss criteria for evaluation Criteria for early tenure and promotion approved by general Criteria for early tenure and promotion approved by general

facultyfaculty AY 05/06AY 05/06

Survey to facultySurvey to faculty Attend CSU workshop on RTP Best Practices Attend CSU workshop on RTP Best Practices Forum to discuss survey resultsForum to discuss survey results

AY 06/07AY 06/07 Areas of PerformanceAreas of Performance

Key Forum Results (March Key Forum Results (March ‘05) ‘05)

Consider 3 areas of reviewConsider 3 areas of review Define some broad criteria and Define some broad criteria and

expectations for each ancillary area…expectations for each ancillary area…making it clear that some contribution is making it clear that some contribution is required in each area..required in each area.. Departments should expand on the criteria and Departments should expand on the criteria and

expectations in a manner consistent with their expectations in a manner consistent with their disciplinediscipline

Encourage departments to include external Encourage departments to include external review, based upon defined criteria of how review, based upon defined criteria of how the candidate’s relevant activities the candidate’s relevant activities contribute to the professioncontribute to the profession

Create standards of performanceCreate standards of performance

Key survey results (AY 05/06)Key survey results (AY 05/06)

Reduce number of ancillary areas from 3 to 2 Reduce number of ancillary areas from 3 to 2 (66:17)(66:17)

Require each department to develop its own Require each department to develop its own definition (criteria) of scholarship and creative definition (criteria) of scholarship and creative activities (58:19)activities (58:19)

Define some broad criteria and expectations for Define some broad criteria and expectations for each ancillary area making it clear that some each ancillary area making it clear that some contribution is required in each area (56:16)contribution is required in each area (56:16)

Create standards of performance such as Create standards of performance such as “excellent”, etc. and describe how these “excellent”, etc. and describe how these standards translate into the decision-making standards translate into the decision-making process (45:14)process (45:14)

Key forum results (April 18, Key forum results (April 18, 2006)2006)

Develop 2 categoriesDevelop 2 categoriesCombine service categoriesCombine service categoriesStandards of performanceStandards of performanceDevelop proposal for Appendix J Develop proposal for Appendix J

revisionsrevisions

Proposed Revisions to Areas of Proposed Revisions to Areas of PerformancePerformance

Key changes:Key changes:Number of ancillary areas reduced to twoNumber of ancillary areas reduced to twoTeaching effectiveness expanded (IX.B.1)Teaching effectiveness expanded (IX.B.1)Advising emphasis increased (IX.B.1.a.6)Advising emphasis increased (IX.B.1.a.6)Scholarship definition expanded and Scholarship definition expanded and

clarified using Boyer’s model (IX.B.2)clarified using Boyer’s model (IX.B.2)Departmental criteria and evaluation Departmental criteria and evaluation

standards be developed and approved standards be developed and approved (IX.A.1)(IX.A.1)

Proposed Revision #1Proposed Revision #1

Area IX.A.1 – Development of Area IX.A.1 – Development of department/unit criteria and department/unit criteria and standardsstandards

Area IX.B – Assessment of Areas of Area IX.B – Assessment of Areas of Performance for RTP (three areas)Performance for RTP (three areas)

Expanded teaching effectivenessExpanded teaching effectivenessScholarly/Creative Activities – Ernst Boyer’s Scholarly/Creative Activities – Ernst Boyer’s

Scholarship ReconsideredScholarship Reconsidered Service – university, profession, communityService – university, profession, community

Boyer: Scholarship Boyer: Scholarship ReconsideredReconsidered

Scholarship of:Scholarship of:Discovery (research)Discovery (research)Integration (synthesis)Integration (synthesis)Application (practice)Application (practice)Teaching (learning)Teaching (learning)Community engagement (connections)Community engagement (connections)

Boyer, E. Scholarship Reconsidered: Priorities of the Professorate

Assessing Scholarship*Assessing Scholarship*Clear goalsClear goalsAdequate preparationAdequate preparationAppropriate methodsAppropriate methodsSignificant resultsSignificant resultsEffective presentationEffective presentationReflective critiqueReflective critique

*Glassick, C.E., M.T. Huber, & G.I. Meaeroff. *Glassick, C.E., M.T. Huber, & G.I. Meaeroff. Scholarship Scholarship Assessed.Assessed.

Sample Ballot Revision #1Sample Ballot Revision #1 REVISION TO APPENDIX J, “Faculty Personnel Policies REVISION TO APPENDIX J, “Faculty Personnel Policies

and Procedures for Retention, Tenure and and Procedures for Retention, Tenure and Promotion,” Promotion,” HSU Faculty HandbookHSU Faculty Handbook – Section IX.A.1 – Section IX.A.1 and Section IX.B (Areas of Performance for RTP and and Section IX.B (Areas of Performance for RTP and Assessment of the Areas of Performance for RTP) Assessment of the Areas of Performance for RTP) Resolution #19-06/07-FA (Revised), passed by the Resolution #19-06/07-FA (Revised), passed by the Academic Senate at its meeting of March 27, 2007, Academic Senate at its meeting of March 27, 2007, recommends that the General Faculty vote on whether to recommends that the General Faculty vote on whether to accept or reject the attached proposed changes to Sections accept or reject the attached proposed changes to Sections IX.A.1 and IX.B of Appendix J. IX.A.1 and IX.B of Appendix J. (If this proposal were (If this proposal were passed, Appendix J would require every passed, Appendix J would require every department/unit to develop and submit criteria and department/unit to develop and submit criteria and standards, consistent with Appendix J language, by standards, consistent with Appendix J language, by which faculty in their discipline should be evaluated. which faculty in their discipline should be evaluated. Furthermore, it would reduce the non-teaching areas Furthermore, it would reduce the non-teaching areas of performance from three to two and expand the of performance from three to two and expand the Scholarly/Creative Activities section to reflect what Scholarly/Creative Activities section to reflect what today's faculty do, using the model from Boyer's today's faculty do, using the model from Boyer's Scholarship ReconsideredScholarship Reconsidered.).)

Yes, I ApproveYes, I Approve No, I Do Not ApproveNo, I Do Not Approve

Proposed Revision #2*Proposed Revision #2*

IX.A.2: Evaluation IX.A.2: Evaluation Assessment of non-teaching areasAssessment of non-teaching areas Recognizes equal importance of both Recognizes equal importance of both

scholarly/creative activity and service in evaluation scholarly/creative activity and service in evaluation Recognizes diverse roles and responsibilities of Recognizes diverse roles and responsibilities of

faculty with expectations of some contribution in faculty with expectations of some contribution in each area.each area.

Acceptable level of performance defined in Acceptable level of performance defined in department/unit criteria and standardsdepartment/unit criteria and standards

Consistent evaluative terms: excellent, good, Consistent evaluative terms: excellent, good, minimum essentialminimum essential

Sample combinations consistent with an acceptable Sample combinations consistent with an acceptable outcomeoutcome

* Implementation contingent upon acceptance of Revision #1

Sample Ballot Revision #2Sample Ballot Revision #2 REVISION TO APPENDIX J, “Faculty Personnel Policies REVISION TO APPENDIX J, “Faculty Personnel Policies

and Procedures for Retention, Tenure and and Procedures for Retention, Tenure and Promotion,” HSU Faculty Handbook – Section IX.A.2 Promotion,” HSU Faculty Handbook – Section IX.A.2 (Areas of Performance for RTP) – (Areas of Performance for RTP) – NOTE: If approved, NOTE: If approved, implementation of this revision is contingent upon implementation of this revision is contingent upon approval of Ballot Item I. approval of Ballot Item I.

Resolution #19A-06/07-FA, passed by the Academic Senate Resolution #19A-06/07-FA, passed by the Academic Senate at its meeting of April 10, 2007, recommends that the at its meeting of April 10, 2007, recommends that the General Faculty vote on whether to accept or reject the General Faculty vote on whether to accept or reject the attached proposed changes to Section IX.A.2 of Appendix J. attached proposed changes to Section IX.A.2 of Appendix J. (If this proposal were passed, it would change the (If this proposal were passed, it would change the current wording of “compensatory in combination” current wording of “compensatory in combination” as a way of weighting Scholarship/creative activities as a way of weighting Scholarship/creative activities and Service to a criterion-based chart of possible and Service to a criterion-based chart of possible combinations of acceptable performance in those combinations of acceptable performance in those two areas.)two areas.)

Yes, I Approve Yes, I Approve No, I Do Not ApproveNo, I Do Not Approve

Timeline for ImplementationTimeline for Implementation Fall 2007 – Template DevelopmentFall 2007 – Template Development Fall 2007 – Faculty TrainingFall 2007 – Faculty Training Fall 2007 – Department/unit criteria & Fall 2007 – Department/unit criteria &

standards developedstandards developed Fall 2007 – Formation Ad Hoc Review Fall 2007 – Formation Ad Hoc Review

CommitteeCommittee Spring 2008 - Criteria & Standards review Spring 2008 - Criteria & Standards review

by Ad Hoc Review Committeeby Ad Hoc Review Committee Fall 2008 – Implementation of Appendix J Fall 2008 – Implementation of Appendix J

revisionsrevisions

Transition Period ExceptionsTransition Period Exceptions

Those faculty who will be evaluated Those faculty who will be evaluated for promotion and/or tenure during for promotion and/or tenure during AY 2008-09 or AY 2009-10 may use AY 2008-09 or AY 2009-10 may use either the current Appendix J or the either the current Appendix J or the new Appendix Jnew Appendix J

Questions?Questions?

Vote on May 1-2, 2007Vote on May 1-2, 2007

Discussion/feedbackDiscussion/feedback

What is “Acceptable”What is “Acceptable”Performance ?*Performance ?*

Scholarly/creative activities

Service Outcome

Excellent or Good Excellent or Good Acceptable

Excellent Minimum Essential Acceptable

Minimum Essential Excellent Acceptable

Good Minimum Essential Unacceptable

Minimum Essential Good Unacceptable

*in ancillary areas as defined by department criteria/standards

Future Issues to be Future Issues to be AddressedAddressed

Standards for academic rankStandards for academic rankConsistency of language reflecting Consistency of language reflecting

past changes to Appendix Jpast changes to Appendix J