Carnegie Faculty of Sport and Education

Guidelines on Work Allocation to Academic Staff 2015-16

1. Introduction

These guidelines aim to explain the range of activities allocated to academic staff in the. They apply to staff on grades 7, 8 or 9. They are informed by, and should be read in conjunction with, university work allocation guidelines and other Human Resources policies and documentation available on the HR section of the university website.

2. Principles

In drawing these guidelines, the faculty working group has adhered to the following principles:

Balanced profile

There is a danger of an over-reliance on a purely numerical and mechanistic approach. The aim of work allocation must be to provide individual lecturers with a balanced profile or workload, working to their strengths and enabling their professional growth and development whilst meeting the needs of the area and the strategic plan of the university. The balance also needs to recognise the importance of the student experience and that academic staff are professionals, work flexibly and undertake a wide and varied range of activities.

The allocation process uses hours as the unit of measure but does not capture all the tasks, duties or responsibilities of academics.

Final profiles are expressed in terms of percentages around the key areas of a lecturers profile: 1. Teaching: Scheduled teaching activity [FST] and associated TRA2. Servicing: Teaching Related Duties and Academic Management and planning3. Research and income generation and special projects

Trust, fairness and transparency

This model rests on trust in professional judgement and aims to ensure parity of practice and transparency across the faculty. For those reasons:

1. The process is anchored around the individual deployment meeting led by the Principal Lecturer responsible for deployment/Head of School 2. All senior staff in the schools of the faculty responsible for deployment of academic colleagues adhere to these principles and guidelines3. A summary of final profiles will be made available to other members of the academic group4. It is acknowledged that the faculty operates a diverse curriculum with specific discipline requirements and trust in colleagues is essential. Profiles from other groups across the school will be available with a narrative 5. Delivery of teaching needs to reflect published information to students (KIS) and will be to the MATs.6. Deployment discussions need to take into account activities which will allow the faculty to meet its Key Performance Indicators and contribute fully to the University Strategic Plan. Priorities will be identified on a yearly basis and feed into deployment of staff as necessary. The faculty objectives for 2015-16 are stated in the annual submission document available on our University intranet at 7. Profiles are the outcome of a negotiated process; they are also part of an iterative process as individuals may wish or be required to become involved in different projects during the academic year which will modify their profile and potentially those of colleagues in the group/academic area.

Finally as the nature of assessment, teaching and learning continues to change, these guidelines must be seen as flexible and will be kept under review on an annual basis.

3. indicative workload allowances

3.1 Teaching (50-60% of profile)

Teaching includes both scheduled teaching activities (FST) and TRA and is expected to be 50 60 % of the allocation of a profile, depending on other commitments. A minimum of 50% is normally expected.

Formal scheduled teaching (FST) is inclusive of all teaching delivery, including formal on line delivery.

Teaching related activities (TRA) include, for example, marking and assessment of students, attendance at course meetings, invigilation, internal moderation, preparation for teaching, preparation of learning materials (including X-Stream). TRA is allocated at the fixed ratio of 1:1 (FST:TRA) for undergraduate teaching and 1:1.3 (FST:TRA) for postgraduate courses. With regards to delivery overseas please refer to the university guidelines for UK and international travel.

It is important to acknowledge the overall number of students a member of staff will interact with, and in particular the associated burden of assessment/marking. Whilst acknowledging differences resulting from the variety of delivery and assessment methods across the faculty portfolio, the outcome will always be based on the same practice of an individual discussion between the academic member of staff and their profiler and the exercise of professional judgement.

1

Section 1 Scheduled teaching activity

ActivityUnitAllocationComment

Class contact made up of Lectures, Seminars, Workshops and Studio workPer timetabled hourAs per MAT

Tutorials and other feedback/support sessionsPer timetabled hourAs per MAT

PhD/Prof Doc SupervisionPer student75 hours per full-time student for the supervisory team Pro-rata for part-time student (normally 37.5 hours for the team)There is no TRA attached to this activity

Independent study including projects, Major Projects, MIS, dissertationsPer student16 hours per studentBased on a 40 credit module. Factored to reflect credits e.g. 12 hours for a 30 credit module etc. There is no TRA attached to this activity

Off site working and Field CourseIncluding ResidentialsNo of Field Courses 37 hoursFactored by 2 for field course leader/organiser. Based on the field course being a full working week in duration. Pro-rata for reduced duration. There is no TRA attached to this activity

Distance Learning teachingPer module1 hour for each timetabled hour per weekThis allowance relates only to modules wholly taught through distance learning. To be agreed with Head of School

Notes on Section 1:1. Allowances do not include the 150 hours scholarly and research activity allocated within colleagues contract or the definition of how this is to be deployed which is discussed as part of the PDR process2. Allocation calculated directly from the individuals published timetable.3. Maximum 550 hours allowable in this section.4. Local specialist allocations may also be defined (e.g. QTS Link Tutoring).5. Group size/total number of students a member of staff delivers to and related marking load should be taken into account and additional hours can be allocated in discussion with the Head of School if need be

3.2 Servicing: Teaching related duties and academic management (30-40% of profile)

It is recognised that staff also take on a range of other roles within the group, faculty and university, commensurate with their grade. These may include, for example, personal tutoring, research ethics, research mentoring, partnerships, course and level leadership etc. These will normally be acknowledged by an additional allocation depending on the actual demands of the role.

This section relates to the main activities applicable to all staff across the faculty. Due to the wide spectrum of disciplines across the faculty, some activities are school specific and will be recorded as such.

Academic management responsibilities will be allocated within course teams and will vary with the size of the course. The total number of hours available to course teams will depend on student numbers. On larger courses, where a course leader receives formal support from colleagues as level leaders for example the allocation needs to be calculated accordingly. Similarly, there must be scope for individual negotiations based on distinctive characteristics of a course, in particular at post-graduate level.

ActivityUnitAllocationComment

Personal tutorshipPer student1.5 hours per Yr 1 student(U/G or P/G)1 hour per student for all othersTypically, some element of the role will be carried out through the delivery of specific modules. Teaching on those modules attracts separate and specific FST hours Rates per year

Course LeaderMixed(1)

100 hrs basic per course+ 2hrs per FTE student averaged across levelsAs in previous yearsAdditional allowance to be considered for courses with Professional Body requirements (QTS)

Year Tutor/Level Leader (where applicable)Mixed100 hrs basic + 1hr per FTE student in the levelAs in previous yearsAdditional allowance to be considered for courses with Professional Body requirements (QTS)

Module Leader

Per module10 hrs basic + 5 hrs per 30 FTE studentsAs in previous years

Distance Learning Module LeaderPer moduleSame as above

On-line material developmentPer moduleAllocation agreed by Head of School

Open Day AttendanceNumber of events7.5 hours per full day eventAs agreed with HoS. Factored for less than full day.

Work placementsPer student per year6 hoursMay be increased/decreased by negotiation depending on distance travelled for visits

CDCTo be agreed with the HoS will vary as provision lessens

Local Research Ethics Co-ordinator60 hours

Academic Integrity Officer60 hours

Mitigation officer60 hours

Research MentorPer mentee3 hours

Research MenteePer year3 hours

New staff/new role mentorPer staff 10 hours

Peer ObservationPer mentee3 hours

Specific management and administration duties allocated by Head of SchoolPer hourAllocation agreed by Head of SchoolThis may include local arrangements for specific roles as well as allocated managerial responsibilities

Link tutor for franchised delivery overseasPer hourAllocation agreed by Head of School

D/L Academic authoringPer hourAllocation agreed by Head of SchoolApplicable to brand new modules where content was never taught before

Faculty or institutional representativePer appointment18 hoursLibrary, Equality and Diversity or Health and Safety reps

Course Development including Periodic ReviewBy negotiationIncludes programme development and agreed by HoS with Dean (maximum 300 hours to be shared within team.)

Faculty or School approved Committee chairHoursBy negotiation to a maximum of 74 hoursIncludes Chairs of Faculty Research Ethics Committee, REF Co-ordinator, Healthy and Safety etc

Faculty or School approved Committee memberHours12 hours per committeeAs agreed with HoS

Union or other remissionAs agreedAs advised by HR

Induction/GraduationHours12 hours

External representation Maximum 20 hoursTo be agreed with HoS.

Notes on Section 2:(1) Mixed allowances include a base rate plus an allowance per student.(2) Additional allowances for interviewing applicants will be applied locally.(3) Further allowances can be made here for staff teaching overseas.

4. Research and Income generation and special projects (10-30% of profile)

Research should be understood in its broad HEFCE definition and in line with the University Strategy as encompassing Enterprise activities. These will vary from individual to individual and should be recorded following negotiations in the deployment discussions.

All academic staff are allocated 150 hours of RSA time as a contractual agreement. This represents the 10 per cent minimum time allocated for research. PhD supervision comes under section 1 (FST) and is in addition to the 10-30%. Additional hours will be allocated for conference presentation and other research and enterprise activities as agreed through the PDR process. Please use the university work allocation model and its metrics for reference. Administrative research (LREC, preparation for committees etc) come under Services, see above.

Once external funding is brought into the faculty through enterprise activities, staff have the option to use part of this funding to buy out time from their existing profile, once they have reached the 50:60 per cent teaching boundary line, in order to pursue these activities. This should be in negotiation with their line manager and in line with agreed faculty parameters.

5. Conclusion

These guidelines should be read in conjunction with documentation from Human Resources relating to the procedures and guidance concerned with the allocation of lecturers duties. These guidelines aim to provide the flexibility needed to ensure that each member of staff has a balanced profile taking into account the variety of provision in the portfolio, whilst ensuring parity of treatment and transparency.

Finally these guidelines must be seen as flexible and will be kept under review on a yearly basis.