When should I anticipate the major budgetary, mentoring, awards, and personnel actions?
Suggestions to get you started:
- Set up a master calendar and planning system that makes sense for you. (e.g. Microsoft Teams, Outlook, Google calendar.)
- Include the deadlines indicated on the Heads/Chairs workflow below (timelines may vary according to school/college).
- Find the specific dates for each year from the university's personnel, academic, awards and budget planning websites (below) and discuss with your business manager. Review the list of deadlines for academic personnel.
- Add the preparation tasks that proceed those deadlines. For example: get the names of the 'review' letters from those faculty going up for promotion; schedule meetings in anticipation of a personnel related deadlines.
- Plan for personnel changes.
- Review the list of faculty that will undergo a mandatory personnel action during the upcoming academic year and schedule meetings to discuss their personnel actions.
- Create a list of faculty that you anticipate will be going up for promotion and schedule meetings to discuss their personnel actions.
- Create a list of faculty that you anticipate will be going on leave in the next few years to plan for teaching replacements in advance.
Heads & Chairs Workflow
- Assign mentors to new faculty and refer to NFO or other onboarding
- Create your master calendar plan and faculty personnel actions list
- Propose faculty meeting times for the academic year
- Engage in preliminary academic planning with UPD/GPD
- Get access to financial and human resources systems
- Take the Flagship Analytics Training
- Take time to read about being a department leader (see resources)
- Review and draft NTT job descriptions; plan temporary lecturer hires for upcoming semester
- Awards: Applications available for Professional Development Fellowships
- Budget: Begin to engage in budget planning process (late Nov) with faculty consultation discussions
- Personnel:
- Annual Faculty Reviews (usually begin late Nov)
- Reappointment recommendations for NTT
- Sabbatical leave and Professional Development Fellowship applications
- Tenure and promotion case recommendations
- Recruitment and searches
- Meetings with your faculty
- Contact assigned mentors
- Awards:
- Distinguished Professor preliminary nominations
- Provost Staff Excellence Award nominations due
- Budget:
- Continue budget preparation and narrative
- Personnel:
- Annual Faculty Reviews continue (usually begin late Nov)
- Notifications of NTT reappointment or non-reappointment
- Consult with your dean's Academic HR Partner for any templates required. A full listing of partners is available on Academic HR's website.
- Hold a holiday party.
- Awards:
- Conti Faculty Fellowship nominations (early Dec)
- Manning Prize for Excellence in Teaching nominations (early Dec)
- Lilly Fellowship for Teaching Excellence nominations
- Mid-Career Post-Tenure Fellowship applications and endorsement
- Personnel:
- Reappointment recommendations and notifications
- Annual Faculty Reviews
- Mini-Tenure cases
- Budget: Complete budget consultation process (proposed budget to college may be due at this time)
- Academic:
- EEP reports
- Budget:
- Budget due from Dean to Provost
- Personnel:
- Advance tenure and promotion recommendations (APWS)
- Leaves notifications to Deans office
- NTT faculty submit promotion applications
- Notifications of reappointment or tenure consideration
- Periodic mid-year review (PMYRs)
- Meetings with individual faculty
- Awards:
- Distinguished Teaching Awards nominations and letters of support.
- Chancellor's Citation Award nominations for staff
- Personnel:
- Identify outside lecturers to cover courses for next semester
- Notifications of personnel actions.
- PMYRs
- Contact tenure & promotion letter writers
- Contact assigned mentors
- Awards: Distinguished Professor nominations
- Work on graduation event and end of year celebrations
- Personnel:
- Faculty submit all materials for external review
- Notify faculty who are scheduled for PMYR
- Budget:
- End of fiscal year decisions, reconciliations and projections
Academic HR Action Deadlines is a really helpful overview; actions are organized according to the action (e.g. AFR, NTT promotions, Tenure, Sabbatical, etc.) with dates listed.
- The Academic Affairs budgeting and planning process is directed by the Provost's A&F Team; learn more about the process on the Provost's Office webpage: https://www.umass.edu/provost/annual-budget-process. The most current information can be found in SharePoint. Strategic Investment decisions are shared with Deans over the summer, with the official notice of approved investments sent to Deans early in the Fall semester.
- Academic Calendar: Course scheduling is set by the Registrar's Office (which has other forms and policies).
- Awards & Recognition | Office of Faculty Development - UMass Amherst faculty awards