College of Business Administration - Ohio University



College of Business Faculty Workload PolicyThis Workload Policy establishes general guidelines for the assignment of faculty workloads that are consistent with the mission of the College of Business and Ohio University. The balance among teaching, research and service will have some variation by discipline, the career progression of the faculty member, and from year to year as opportunities arise and situations change. In other words, there is no strict formula that will determine the right balance from year to year. Therefore, the following is intended to serve as a guide for Department Chairs/School Directors and the College Dean in the assignment of instructional and service activities and the determination of possible instructional load reductions for research or duties that go beyond the normal expectation for faculty members. While this document is not to be viewed as a rigid formula, its interpretation should be consistent with both COB and departmental Tenure and Promotion guidelines.GENERAL EXPECTATIONS:The legislative definition for faculty workload is 15 credit hours (or equivalent) per term, which would be equivalent to five three-credit courses per semester. The actual instructional load for faculty in the College of Business at Ohio University is reduced by equivalent activities including activities to participate in the governance of the college, sustain academic and/or professional qualifications under AACSB standards, perform administrative duties and engage in professional activities/service. Individual instructional loads may be altered by equivalent activities discussed below. PROCEDURE Each Department Chair, with approval of the Dean, will determine appropriate workloads on a case-by-case basis. Annually, as part of the annual evaluation process, faculty members may request a change in reductions for the following year. Reviews for tenure, promotion and the annual review for salary increase must reflect the agreed upon assignments.WorkloadFaculty workload is defined as the total range of activities provided by faculty in the form of Teaching, Research, and Service (TRS) and, in all cases, a full-time faculty member's effort is expected to sum to 100%.Teaching activities refer to the development, instruction, and continuous improvement of courses and other teaching responsibilities. Teaching activities may also include faculty development activities related to pedagogy and demonstrations of teaching effectiveness. Student evaluations of teaching are a necessary but insufficient component of assessing teaching activities.Research activities refer to sustained engagement activities in the forms of scholarly (academic) engagement through intellectual contributions and practice engagement through continued professional experience. Research activities may also include faculty development activities related to academic and/or practice engagement.Service activities refer to activities involving committees, leadership, administration, shared governance, and other university functions for the department, college, and/or university. Service activities may also include non-teaching student engagement (e.g., recruitment, advising, and career placement), engagement with the profession, and/or engagement with the external community. Overloads are additional contracts issued for teaching or other duties that are performed over and above the normal workload. Persons with overload assignments are expected to complete all normal duties and assignments adequately. WORKLOAD OPTIONS1) Tenure-Track FacultyFor tenure-track faculty developing or continuing an active research program (Scholarly Academic Qualification), the teaching assignment should be reduced by a maximum of 15 credit hours per year with up to 9 credit hours associated with the production of intellectual contributions and 6 credit hours associated with participation in college governance and engaging in professional activity/service. Tenured Faculty (standard workload)In order for a faculty member to continue receiving a reduction from instructional responsibilities based on research activity, a long-term level of intellectual contribution consistent with the workload must be demonstrated. Faculty choosing to maintain qualification through applied/professional engagement (Scholarly Practitioner – SP) would fall under the same workload pattern as non-tenure track faculty (see 2 below). For faculty choosing not to be actively involved in an on-going research and publication program, the normal teaching assignment will increase from 15 credit hours to 18, 21 or 24 credit hours on an academic year basis. Reductions from instructional responsibilities can be 0 to 9 credit hours (CH) per year depending on the intellectual contribution levels as follows:9 CHRequires two peer-reviewed (multiple referees) publications (or other equivalent activities in the Faculty Qualification Policy) during the last five years and participation in professional development activities (conferences, seminars, training, etc.). This five-year rolling average translates roughly into a publication every other year, although many other combinations are possible. Each department will develop a list of the types of acceptable publications for this category (see related policy on journal lists). Allowable workload percentages would be 50-60% for teaching, 30-40% for intellectual contributions and 10-20% for governance and service/professional activity.6 CHRequires at least one peer-reviewed (multiple referees) publication (or other equivalent activities in the Faculty Qualification Policy), during the last five years and participation in professional development activities (conferences, seminars, training, etc). Allowable workload percentages would be 60-70% for teaching, 20-30% for intellectual contributions and 10-20% for governance and service/professional activity.3 CH Requires participation in professional development activities (conferences, seminars, training, etc). Allowable workload percentages would be 70-80% for teaching, 10-20% for intellectual contributions and 10-20% for governance and service/professional activity. At this level, faculty would usually switch from Scholarly Academic to Practice Academic Qualification (see Faculty Qualification Policy)0 CHWhen a faculty qualifies for none of the reduction scenarios above. Allowable workload percentages would be 80-90% for teaching, 0% for intellectual contributions and 10-20% for governance and service/professional activity.Probationary Faculty (standard workload)Consistent with College and department tenure and promotion guidelines, all faculty must demonstrate strength in the areas of teaching, intellectual contribution, professional interaction, and service. In order to develop strength is each of these areas, all probationary tenure-track faculty members should remain on the 15 credit hour load for the first six years, or the term of the probationary period, whichever is shorter. The workload percentage for untenured faculty members should typically be 50% teaching, 40% intellectual contributions and 10% service during the probationary period. To help assure that faculty starting immediately out of a PhD program have ample opportunity to meet the requirements for tenure and promotion this type of new hire should receive an additional three credit hour reduction to an annual load of 12 credit hours during the first two years.Tenure Track Faculty (differential workload)Tenure Track faculty may be hired on differential workload distributions as appropriate to meet the needs of the department/school, but all tenure track faculty should contribute to the teaching, research and service missions of the university. For example, tenure track faculty primarily hired to teach Regional Higher Education (RHE) may have workload distributions different from the standard workload policy. The distribution for a position should be determined by the department/school, as appropriate for the academic unit, and negotiated with the head of the planning unit at the time of position request. When possible and appropriate, the workload for each Tenure Track position shall be clearly indicated at the time of posting. Faculty members in Tenure Track are expected to perform those faculty activities agreed to at the time of hire and/or reappointment.Faculty with Professor Rank (standard workload)Given the leadership expectations for faculty at the rank of Professor (full), these faculty members will be expected to use a 20% weighting for service (includes interaction with the profession for accounting faculty). Exceptions require approval of the Dean or Executive Committee. Depending on the number of reductions earned for intellectual contributions the allowable workload weights would be 50-80% for teaching and 0-30% for intellectual contributions.Administrative AssignmentsTenure track faculty members with administrative assignments such as center directors department chairs, associate and assistant deans, directors, and others may warrant reductions in instructional load commensurate with their duties as follows:Department Chairs / School Directors receive a 9 credit reduction for administrative duties. The evaluation of these duties by the Dean will constitute 60% of the chairs evaluation (see separate Chair evaluation policy). The remaining 40% will be based on the evaluation of their performance as a faculty member as assessed by the department evaluation committee. Teaching will be limited to 6 credits hours (50-60% workload weight), intellectual contributions will be allocated the equivalent of 9 credit hours (30-40% workload) regardless of output levels and service/professional activity will be allocated the equivalent of 6 credit hours (10-20% workload weight).Center Directors receive a 6 credit reduction for administrative duties. The evaluation of these duties by the Dean will constitute 40% of the director’s evaluation (see separate Center Director evaluation policy). The remaining 60% will be based on the evaluation of their performance as a faculty member as assessed by the department evaluation committee. Teaching will be limited to 9 credits hours (50-60% workload weight), intellectual contributions will be allocated the equivalent of 9 credit hours (30-40% workload) regardless of output levels and service/professional activity will be allocated the equivalent of 6 credit hours (10-20% workload weight).Group I "Early Retired" FacultyGroup 1 faculty on early retirement status will be required to teach the equivalent of 6 credit hours per year. Their workload is 100% allocated to teaching.SabbaticalsSabbaticals with a duration of one semester are intended to release a faculty member from their workload for that term as opposed to a specific credit hour reduction. Since the credit hours assigned to a faculty member varies with workload, the reduction associated with the sabbatical will also vary as follows: A one-semester sabbatical will result in a maximum additional 9 credit hours reduction for faculty on a 15-18 credit hour workload. Thus, faculty on a 3-2 course load will be allowed to take the sabbatical during the term they normally would have taught three (3) courses.For faculty with a 21-24 credit hour workload, the sabbatical would result in a reduction of 12 credit hours or four (4) courses. Thus, faculty on a 3-4 course load will be allowed to take the sabbatical during the term they normally would have taught four (4) courses.For faculty with a 2-2 or 2-1 workload, the sabbatical would result in a reduction of six (6) credit hours or two (2) courses For faculty on a 1-1 workload, the sabbatical would result in a three (3) hour or one (1) course reduction2) Instructional FacultyInstructional Faculty members maintaining faculty qualification (see Faculty Qualification Policy) will be on a 21 credit hour instructional load (60-80% workload) with 3 credit hours associated with the maintenance of faculty qualification (10-30%) and 6 credit hours associated with participation in college governance and engaging in professional activity/service (10-20%). If a Instructional Faculty member does not maintain faculty qualification, the instructional load increases to 24 credit hours per year (80-90%) with no weighting for professional qualification and 10-20% for participation in college governance and engaging in professional activity/service.Additional ReductionsInstructional Faculty whose instructional load is teaching 9 credit hours (three sections) of the cluster each term will receive a 3-credit hour reduction to bring their instructional load down to 18 credit hours. Weightings remain the same as above.Executives In Residence (those joining the college with significant executive experience and on-going high-level business interaction) will follow the pattern have normal instructional load of 18 credit hours. Weightings remain the same as above.Executives In Residence serving as Center Directors will receive a 6 credit reduction for administrative duties. The evaluation of these duties by the Dean will constitute 33% of the director’s evaluation (see separate Center Director evaluation policy). The remaining 67% will be based on the evaluation of their performance as a faculty member as assessed by the department evaluation committee. Teaching will be limited to 12 credits hours (60-80% workload weight), maintenance of professional qualification will be allocated the equivalent of 3 credit hours (10-30% workload) and service/professional activity will be allocated the equivalent of 6 credit hours (10-20% workload weight).Visiting FacultyVisiting Faculty are ABD or PhD qualified faculty on short-term appointments. When the appointment is multi-year and requires a performance evaluation, the normal instructional workload will be 21 credit hours or 7 classes (50-60%) with 6 credit hours associated with intellectual contributions (30-40%) and 3 credit hours associated with governance and service/professional activity (10%).3) Special ConsiderationsSpecial Teaching ConsiderationsThe size and level of the class and the availability of teaching assistance may affect instructional load. Other factors affecting instructional load include, but are not limited to, the type of material taught, the number and types of assignments used, the number of new class preparations a year and the total number of class preparations. Special projects, tutorials, independent studies, and courses with only a few students enrolled will normally not be counted in the instructional load but exceptions may be negotiated for semesters where a faculty member is performing duties well beyond that normally expected. In planning the coming year's workload, a faculty member may also negotiate for consideration of accumulated effort in these areas. To assure equity across the college, these must be approved by the Department Chair/Director, the Executive Committee, and the Dean.Special Research ConsiderationFaculty participating in exceptionally heavy research loads that benefit the college and/or those with external support may warrant additional reductions in their instructional load. To assure equity across the college, these must be approved by the Department Chair/Director, the Executive Committee, and the Dean.Special Service ConsiderationFaculty involved in significant professional and/or service activities that are both uncompensated and directly benefit the College of Business may warrant course reductions under exceptional circumstances. To assure equity across the college, these must be approved by the Department Chair/Director, the Executive Committee, and the Dean.APPEALSFaculty members who 1) involuntarily lose a reduction, 2) are denied a reduction, or 3) feel that their annual review for salary increase or promotion fails to reflect the agreed upon assignment may appeal these decisions following existing grievance procedures. ................
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