Merit & Promotion Review Merit & Promotion Review Training for Training for

DefiniteDefinite Status Academics Status Academics

Fall 2009Fall 2009

22

PR TrainingPR TrainingAre You in the Right One?Are You in the Right One?

Definite statusDefinite status All All Academic Coordinators/AdministratorsAcademic Coordinators/Administrators New(er) New(er) AdvisorsAdvisors Training 10:30 AM Oct 28 & Nov 10 Training 10:30 AM Oct 28 & Nov 10

Indefinite statusIndefinite status AdvisorsAdvisors only only Successfully completed 3 term reviewsSuccessfully completed 3 term reviews May be eligible to use streamlined meritMay be eligible to use streamlined merit Training 1:30 – 2:45 Oct 28 & Nov 10Training 1:30 – 2:45 Oct 28 & Nov 10

33

PresentersPresenters

Regional DirectorsRegional DirectorsKim Rodrigues, Peggy Mauk & Kim Rodrigues, Peggy Mauk &

Linda Marie MantonLinda Marie Manton

Academic Assembly Council Academic Assembly Council Personnel Committee MembersPersonnel Committee Members

44

Personnel Committee Personnel Committee Coordinates the academic merit & Coordinates the academic merit &

promotion process. promotion process.

Assures process is fair and Assures process is fair and understandable.understandable.

Facilitates training. Facilitates training.

Nominates Ad hoc review committees.Nominates Ad hoc review committees.

Provides Ad hoc committee chair training.Provides Ad hoc committee chair training.

Reviews Ad hoc committee reportsReviews Ad hoc committee reports for for appropriate, mentoring language.appropriate, mentoring language.

55

Thank You for YourThank You for Your Support and Expertise: Support and Expertise:

Carolyn Frazier: Human Resources Carolyn Frazier: Human Resources DirectorDirector

Andra Strads: Academic Personnel AnalystAndra Strads: Academic Personnel Analyst Fe Moncloa: 4-H Youth Development Fe Moncloa: 4-H Youth Development

Advisor Advisor & Former Academic Personnel & Former Academic Personnel FellowFellow

Katherine Webb-Martinez: Principal Katherine Webb-Martinez: Principal AnalystAnalyst

66

OutcomesOutcomes

Increased knowledge of new Increased knowledge of new proceduresprocedures

Understanding of the new thematic Understanding of the new thematic PR formatPR format

Increased knowledge of how to Increased knowledge of how to develop a well written PRdevelop a well written PR

Answers to your PR questions Answers to your PR questions

77

AgendaAgenda

Welcome/IntroductionsWelcome/Introductions Outcomes/Agenda/Training AgreementsOutcomes/Agenda/Training Agreements Overview of Process/RD PerspectiveOverview of Process/RD Perspective New for 2009New for 2009 PR DossierPR Dossier

Walk through Walk through AdvisorAdvisor & & Academic Academic CoordinatorCoordinator thematic thematic formatformat

Provide overview of “one-page” formatProvide overview of “one-page” format Questions/Wrap-upQuestions/Wrap-up

Note:Note: These slides will be posted on the Academic Personnel website These slides will be posted on the Academic Personnel website

88

Training AgreementsTraining Agreements

MuteMute phone until you want to speak. phone until you want to speak. Press *6 to mute and *7 to unmutePress *6 to mute and *7 to unmute

Silence cell phones/other noise makers.Silence cell phones/other noise makers. Do not put call on “hold” (problem with Do not put call on “hold” (problem with

music). music). May type questions via the chat function on May type questions via the chat function on

your computer screen.your computer screen. If you ask questions verbally, state your If you ask questions verbally, state your

name followed by a concise question.name followed by a concise question. One person speak at a time. One person speak at a time.

99

Regional Directors’ Regional Directors’ PerspectivePerspective

Your PR is your chance to tell your storyYour PR is your chance to tell your story Presentation is important because:Presentation is important because:

You want the reviewer to You want the reviewer to enjoyenjoy reading your reading your dossier! dossier!

It needs to be easily understood by people in other It needs to be easily understood by people in other programs.programs.

Each reviewer has a unique perspective:Each reviewer has a unique perspective: Keep in mind the perspectives of those reading your PR: Keep in mind the perspectives of those reading your PR:

supervisor (e.g. CD), Ad hoc Committee and members of supervisor (e.g. CD), Ad hoc Committee and members of SAC.SAC.

Reviewers may not be familiar with your program area.Reviewers may not be familiar with your program area.

1010

Make Your Dossier EnjoyableMake Your Dossier Enjoyableto Read!to Read!

Reviewers find it less enjoyable to read if Reviewers find it less enjoyable to read if they have to tease out information. they have to tease out information.

Write clear goals and objectives.Write clear goals and objectives. Identify your clientele/audiences. Identify your clientele/audiences. State your overarching program themes.State your overarching program themes. Summarize your accomplishments.Summarize your accomplishments. Remember what is obvious to you, may not Remember what is obvious to you, may not

be obvious to all readers -- make it be obvious to all readers -- make it obvious!obvious!

1111

A Good PR is…A Good PR is…

ACCURATE:ACCURATE: Use facts, not feelings.Use facts, not feelings.

BRIEF:BRIEF: Make every word work.Make every word work.

CLEAR:CLEAR: Say what you mean.Say what you mean.

SPECIFIC:SPECIFIC: Use examples.Use examples.

PROFESSIONAL:PROFESSIONAL: Make it look Make it look professional – adhere to format guidelines.professional – adhere to format guidelines.

1212

General TipsGeneral Tips

Start as early as possible.Start as early as possible. Use your records.Use your records. Use web examples referenced in e-Use web examples referenced in e-

books.books. Review and edit; then review and edit Review and edit; then review and edit

some more.some more. Ask questions.Ask questions. Ask peers to review your work.Ask peers to review your work.

1313

Fostering Your SuccessFostering Your Success

Excellent presentation, along Excellent presentation, along with high quality work, greatly with high quality work, greatly helps your supervisor write a helps your supervisor write a strong evaluation.strong evaluation.

1414

Definite Appointments Definite Appointments & Term Reviews& Term Reviews

Processes and review periods vary. Processes and review periods vary. Work with your immediate supervisor to Work with your immediate supervisor to

understand which process to use.understand which process to use.

1515

Any more questions for RD’s?Any more questions for RD’s?

1616

Timeline for PR ProcessTimeline for PR Process

Access now available through your portal Access now available through your portal On-line trainings: On-line trainings:

October 28 October 28 10:30 – 11:45 10:30 – 11:45 (indefinite)(indefinite) October 28 October 28 1:30 - 2:45 1:30 - 2:45 (definite) (definite) November 10 November 10 10:30 – 11:45 10:30 – 11:45 (indefinite)(indefinite) November 10 November 10 1:30 - 2:45 1:30 - 2:45 (definite)(definite)

Deadline for uploading your PR dossier:Deadline for uploading your PR dossier:11:59 PM, February 1, 2010 11:59 PM, February 1, 2010

((note:note: you may upload your documents and make you may upload your documents and make corrections/revisions up until the deadline)corrections/revisions up until the deadline)

Results by July 1Results by July 1

1717

What’s New in the PR What’s New in the PR Process?Process?

New in 2009New in 2009 Option of using a thematic format OR a one-page format. Option of using a thematic format OR a one-page format.

NOTE:NOTE: There are separate e-books for each format and There are separate e-books for each format and for each category of academics (4 books total)for each category of academics (4 books total)

Revised step and rank criteriaRevised step and rank criteria May add ½ page describing the impact the fiscal crisis May add ½ page describing the impact the fiscal crisis

has on your program has on your program Must include Bibliography Summary that indicates the Must include Bibliography Summary that indicates the

number of publications in each category (A through E)number of publications in each category (A through E)

Beginning in 2010Beginning in 2010 All PR dossiers will use the thematic format.All PR dossiers will use the thematic format.

Why Thematic Format?Why Thematic Format?

Current “one-page” format presents unnecessary detail and detracts from overall themes Lots of redundancies Excessive time to write and to read

Thematic is more holistic Provides integrated picture of overall program Emphasizes impacts Easier to align with Strategic Vision Easier for reader to see goals and accomplishments

1919

Recent PR Changes…Recent PR Changes…in case you have not written a PR in several in case you have not written a PR in several

yearsyears((Note:Note: specifics covered later in presentation) specifics covered later in presentation)

You will write You will write eithereither an Acceleration an Acceleration Statement or a Self-Statement. Statement or a Self-Statement.

Report period: October 1 - September Report period: October 1 - September 3030

Bibliography requires publication Bibliography requires publication categories A-E categories A-E

Letters of evaluation for some steps Letters of evaluation for some steps Extension activities reported in tableExtension activities reported in table Impact matters!Impact matters!

E- BooksE- Books Thematic Format - Thematic Format - AdvisorsAdvisors Thematic Format - Thematic Format - Academic Academic

CoordinatorsCoordinators and and Academic Academic AdministratorsAdministrators

One Page Format - One Page Format - AdvisorsAdvisors One Page Format - One Page Format - Academic CoordinatorsAcademic Coordinators

and and Academic AdministratorsAcademic Administrators

2020

http://groups.ucanr.org/Academic_Personnel/Merit_Promotion_Process/

2121

General DirectionsGeneral DirectionsE-books: E-books:

http://groups.ucanr.org/Academic_Personnel/Merit_Promotion_Processhttp://groups.ucanr.org/Academic_Personnel/Merit_Promotion_Process//

Font: Times New Roman 11 or 12Font: Times New Roman 11 or 12 Margins: 1 inch all aroundMargins: 1 inch all around Adhere to page limitsAdhere to page limits

TipTip: Be kind to your readers – use a : Be kind to your readers – use a format that makes your PR readable. format that makes your PR readable.

2222

Questions about general directions Questions about general directions

or format?or format?

2323

Program Review SectionsProgram Review SectionsAdvisorsAdvisors

Components are similar for Thematic and One Page Formats Components are similar for Thematic and One Page Formats

1.1. Position DescriptionPosition Description2.2. Acceleration Statement OR Acceleration Statement OR

Self-statementSelf-statement3.3. Fiscal crisis impact Fiscal crisis impact

statementstatement4.4. Extension, Research, and Extension, Research, and

Creative Activity Creative Activity 5.5. Professional CompetenceProfessional Competence6.6. University and Public ServiceUniversity and Public Service7.7. Affirmative ActionAffirmative Action8.8. BibliographyBibliography9.9. Summary of Publication Summary of Publication

Examples (when Examples (when appropriate)appropriate)

10.10. Publication examples Publication examples1111. Letters of Evaluation . Letters of Evaluation

(when appropriate)(when appropriate)12.12. Letters of publication Letters of publication

acceptance acceptance 1313. Extension Activities. Extension Activities14a. 14a. Project summary table – Project summary table –

Thematic format Thematic format 14b. 14b. Grant & Program Grant & Program

Support (Optional: One Support (Optional: One page format – not needed page format – not needed in thematic)in thematic)

2424

Program Review SectionsProgram Review SectionsAcademic Academic Coordinators & AdministratorsCoordinators & Administrators

Components are similar for Thematic and One-Page FormatsComponents are similar for Thematic and One-Page Formats

1.1. Position DescriptionsPosition Descriptions2.2. Acceleration Statement Acceleration Statement

OR Self-StatementOR Self-Statement3.3. Fiscal crisis impact Fiscal crisis impact

statementstatement4.4. Coordination of Academic Coordination of Academic

Programs/Administrative Programs/Administrative ExperienceExperience

5.5. Professional CompetenceProfessional Competence6.6. University and Public University and Public

ServiceService7.7. Affirmative ActionAffirmative Action8.8. BibliographyBibliography

(if appropriate)(if appropriate)

9.9. Summary of Publication Summary of Publication Examples (when Examples (when appropriate)appropriate)

10.10. Publication Examples (when Publication Examples (when appropriate)appropriate)

11.11. Letters of Evaluation (for Letters of Evaluation (for acceleration)acceleration)

12.12. Letters of Publication Letters of Publication Acceptance (when needed)Acceptance (when needed)

13a. 13a. Project summary table – Project summary table – Thematic format Thematic format

13b. 13b. Grant & Program Support Grant & Program Support (optional—one-page format)(optional—one-page format)

14.14. Extension Activities Extension Activities (optional)(optional)

2525

Position DescriptionPosition Description Same for both formatsSame for both formats

The Position Description provides the The Position Description provides the basis for evaluating your PR:basis for evaluating your PR:

Include all position descriptions that apply to Include all position descriptions that apply to the review period. the review period.

Indicate the time period each was in effect.Indicate the time period each was in effect. Develop documentation (i.e. PD addendum) Develop documentation (i.e. PD addendum)

for special assignments, such as Acting for special assignments, such as Acting County Director or new cross county work.County Director or new cross county work.

15

262614

Acceleration Acceleration Need to answer: Why do you think you deserve an

acceleration? Acceleration requires Acceleration requires exceptionalexceptional achievement in achievement in

at least one criteria – identify the “driver”.at least one criteria – identify the “driver”. Acceleration requires Acceleration requires greater than normalgreater than normal

productivity in productivity in all criteriaall criteria for your rank and step. for your rank and step. Highlight activities that you believe warrant special Highlight activities that you believe warrant special

attention -- do not just repeat descriptions you attention -- do not just repeat descriptions you provide in other sections.provide in other sections.

Basis of acceleration is accomplishments since last Basis of acceleration is accomplishments since last review (not a substitute for career equity review) review (not a substitute for career equity review)

Note:Note: May not apply for acceleration during first term May not apply for acceleration during first term

Thematic: Self-StatementThematic: Self-Statement Provide ContextProvide Context

Describe counties covered, nature of clientele, factors Describe counties covered, nature of clientele, factors that influenced program activities.that influenced program activities.

Describe Program GoalsDescribe Program Goals Include how goals were determined, clientele needs Include how goals were determined, clientele needs

assessments, etc.assessments, etc. Summarize ThemesSummarize Themes

Major activities that address goals. Synthesize project Major activities that address goals. Synthesize project rationales, research efforts, outputs, outcomes, impacts.rationales, research efforts, outputs, outcomes, impacts.

Build Professional CompetenceBuild Professional Competence Describe professional activities that supported or were Describe professional activities that supported or were

derived from themes. derived from themes.

272715

282815

Thematic: Self-Statement Thematic: Self-Statement (con’t)(con’t)

Affirmative ActionAffirmative Action

Describe how Affirmative Action tied into the Describe how Affirmative Action tied into the program themes and activities.program themes and activities.

Highlight your major accomplishments, notable Highlight your major accomplishments, notable achievements.achievements.

Maximum length is one page per year being Maximum length is one page per year being reviewed.reviewed.

Use bullets, indentation, and subheadings to Use bullets, indentation, and subheadings to make your statement more readable. make your statement more readable.

2929

Fiscal Crisis Impact Fiscal Crisis Impact Statement Statement Same for Thematic and One Same for Thematic and One

Page formatPage format Limited to one-half page Limited to one-half page An opportunity to describe the impact the fiscal An opportunity to describe the impact the fiscal

crisis may have had on your program crisis may have had on your program For example:For example:

Reduction in staff who support your work Reduction in staff who support your work Reduction in your timeReduction in your time Time spent advocating for program, finding funding Time spent advocating for program, finding funding Loss of grant funding opportunities for projects or Loss of grant funding opportunities for projects or

loss of clientele who are able to attend workshopsloss of clientele who are able to attend workshops

3030303017

Thematic: Extension, Research, Thematic: Extension, Research, & Creative Activity& Creative Activity

AdvisorsAdvisors

A strategy for writing this section:A strategy for writing this section:

1. List the research projects or creative activities 1. List the research projects or creative activities that you will cover in the PR.that you will cover in the PR.

2. Sort entries according to common features 2. Sort entries according to common features (nature of the issue, clientele need, research (nature of the issue, clientele need, research methodology, biological/human/community methodology, biological/human/community element, ANR division priority or strategic vision element, ANR division priority or strategic vision goal).goal).

3. This sorting process is a good opportunity to 3. This sorting process is a good opportunity to identify unifying concepts and see accomplishments identify unifying concepts and see accomplishments more globally. You can visualize how our individual more globally. You can visualize how our individual projects interconnect with your overarching goals projects interconnect with your overarching goals and provide insights for planning future projects and provide insights for planning future projects with these goals in mind. with these goals in mind.

313117

Thematic: Extension, Research, Thematic: Extension, Research, & Creative Activity& Creative Activity

AdvisorsAdvisors

4. Create an appropriate title (theme) for each 4. Create an appropriate title (theme) for each grouping of projects.grouping of projects.

5. For each theme, synthesize the various projects 5. For each theme, synthesize the various projects so that the following details are included and so that the following details are included and integrated: background and rationale for projects, integrated: background and rationale for projects, problem being addressed, your role, research problem being addressed, your role, research findings, extension, outputs/outcomes, impacts. findings, extension, outputs/outcomes, impacts.

6. Minimize the amount of detail used to describe 6. Minimize the amount of detail used to describe the projects and methods. Do not repeat the the projects and methods. Do not repeat the information included in the project summary table.information included in the project summary table.

3232323217

Thematic: Extension, Research, Thematic: Extension, Research, & Creative Activity& Creative Activity

AdvisorsAdvisors

Maximum length is 5 pages (merit) or 10 Maximum length is 5 pages (merit) or 10 pages (promotion/acceleration).pages (promotion/acceleration).

Write succinctly and do not include fine Write succinctly and do not include fine details (example: no. of replications in an details (example: no. of replications in an experiment).experiment).

A project may be unique and not fit within A project may be unique and not fit within a group; deal with this project in its own a group; deal with this project in its own theme.theme.

Thematic: Sample Outline Thematic: Sample Outline (examples borrowed from UC Delivers)(examples borrowed from UC Delivers)

Conserving water in agricultural systems (Theme)Conserving water in agricultural systems (Theme)

Includes 4 projects: New method for canopy shading Includes 4 projects: New method for canopy shading measurements; erosion reduction in watersheds; vineyard measurements; erosion reduction in watersheds; vineyard cover crop and water usage; polymer additives reduce cover crop and water usage; polymer additives reduce sediment and nutrient losses.sediment and nutrient losses.

Background and rationale: Water resources are severely Background and rationale: Water resources are severely limited in both volume and quality in CA. It is critical to limited in both volume and quality in CA. It is critical to assist clientele in conserving water resources and in assist clientele in conserving water resources and in improving agricultural uses of water. . . .improving agricultural uses of water. . . .

Goal and purpose: Devise improved systems of irrigation and . Goal and purpose: Devise improved systems of irrigation and . . . .. . .

3333

Thematic: Sample Outline Thematic: Sample Outline (examples borrowed from UC Delivers)(examples borrowed from UC Delivers)

Role: I did these assessments, I obtained those grants, I Role: I did these assessments, I obtained those grants, I assembled these research teams. . . . assembled these research teams. . . .

Research: Brief and thorough synthesis of the four projects.Research: Brief and thorough synthesis of the four projects.

Extension: Brief summary of extension activities related to Extension: Brief summary of extension activities related to projects.projects.

Outputs: Findings, writings/publications, new methods and Outputs: Findings, writings/publications, new methods and products.products.

Outcomes/impacts: 20 growers changed practices . . . . Outcomes/impacts: 20 growers changed practices . . . . Runoff reduced in this watershed . . . . 12 growers used Runoff reduced in this watershed . . . . 12 growers used canopy measurement system and altered irrigation canopy measurement system and altered irrigation scheduling in this manner. . . .scheduling in this manner. . . .

3434

353517

Thematic: Coordination of Thematic: Coordination of Programs/Administrative Programs/Administrative

ExperienceExperienceAcademic Coordinators/AdministratorsAcademic Coordinators/Administrators

A strategy for writing this section:A strategy for writing this section:

1. List all projects or areas of responsibility.1. List all projects or areas of responsibility.

2. Sort entries according to common 2. Sort entries according to common features (nature of the issue, need, features (nature of the issue, need, methodology, ANR division priority or methodology, ANR division priority or Strategic Vision goal).Strategic Vision goal).

3. Create an appropriate title (theme) for 3. Create an appropriate title (theme) for each each grouping.grouping.

363617

Thematic: Coordination of Thematic: Coordination of Programs/Administrative Programs/Administrative

ExperienceExperienceAcademic Coordinators/AdministratorsAcademic Coordinators/Administrators

4. For each theme, synthesize the various 4. For each theme, synthesize the various projects so that the following information projects so that the following information is included and integrated: background is included and integrated: background and rationale for projects, problem being and rationale for projects, problem being addressed, your role, outputs/outcomes, addressed, your role, outputs/outcomes, impacts.impacts.

5. Don’t include all the details, let the 5. Don’t include all the details, let the project summary table speak to them.project summary table speak to them.

373715

One Page: Self-StatementOne Page: Self-StatementAdvisorAdvisor or or Academic Coordinator/AdministratorAcademic Coordinator/Administrator

Focus on the big picture:Focus on the big picture: Organize by themes.Organize by themes. Integrate rationale, results, and impacts.Integrate rationale, results, and impacts. Where possible, relate your program Where possible, relate your program

accomplishments to priorities for ANR. accomplishments to priorities for ANR.

Include brief descriptions of:Include brief descriptions of: Program goals and objectivesProgram goals and objectives Clientele/audiences servedClientele/audiences served Methods used to determine clientele needsMethods used to determine clientele needs Major program impactsMajor program impacts

383815

One Page: Self-Statement One Page: Self-Statement (con’t) (con’t) AdvisorAdvisor or or Academic Coordinator/AdministratorAcademic Coordinator/Administrator

Length is one page per year being Length is one page per year being reviewed.reviewed.

Use bullets, indentation, and subheadings Use bullets, indentation, and subheadings to make your statement more readable. to make your statement more readable.

393917

One Page: Extension, Research, One Page: Extension, Research, & Creative Activity& Creative Activity

AdvisorAdvisor

You may include an outline organized into You may include an outline organized into the subsections described in your self the subsections described in your self statement. statement.

You may add a short (½ page) description You may add a short (½ page) description to introduce each subsection.to introduce each subsection.

Describe each project in a single page.Describe each project in a single page.

Research and/or creative activities are Research and/or creative activities are combined with extension activities.combined with extension activities.

4040

One Page:One Page:Sample OutlineSample Outline

Advisor Advisor

PERFORMANCE INEXTENSION, RESEARCH, AND CREATIVE ACTIVITYYouth Education ……………………………………………………………………………………. 13

Camp S.E.A. Lab Monterey Bay ……………………………………………………………. 14Public Education and Extension of Research …………………………………….…. 15

Fishermen – Scientist Discussions ………….…………………………………………….. 16CSU Monterey Bay Graduate Program in Science and Policy ……………………. 17

Public Policy and Improved Resource Management Practices ……………… 18Workshop to Establish Research Priorities for Channel Islands MPAs ..…………19Science Advisory Team to Governor’s Blue Ribbon Task Force on MPAs ..…….20Marine Life Protection Act, Baseline Science-Management Panel ……………….. 21Workshops to Develop Protocols for Collaborative Research ……..…...……….. 22

Marine Fisheries Research ……………………………………………………………………... 23Belize Nassau Grouper Research ……………………………………………………………. 24Mediterranean Grouper Research ………………………………………………………….. 25Collaborative Fisheries Research - Commercial Fisheries ………………………….. 26Collaborative Fisheries Research - Recreational Fisheries …………………………. 27Collaborative Fisheries Research – Marine Reserve Baseline Data …………….. 28Submersible Research – Marine Reserve Baseline Data ………………………..…. 29Fish Movement Research …………………………………….………………………………. 30

4141

One Page: Half Page One Page: Half Page Explanation Explanation AdvisorsAdvisors

Half page explanations should relate back to Half page explanations should relate back to your program’s “big picture” description in Self-your program’s “big picture” description in Self-statementstatement

Provide an explanation for each broad category Provide an explanation for each broad category of Extension, Research, and Creative Activity of Extension, Research, and Creative Activity

Explanations should supply information that Explanations should supply information that could not fit within the page limits of the Self-could not fit within the page limits of the Self-statementstatement

Highlight overall results and impacts in the Highlight overall results and impacts in the explanationexplanation

4242

One Page: Half Page One Page: Half Page ExplanationExplanation

(sample)(sample)

Youth Education Situation and Objectives

For the past two decades in the United States, mean Scholastic Aptitude Test scores havedeclined for all ethnic groups. Gender and racial differences in mathematics and sciences haveincreased, most schools have lost funds needed to keep up with new technologies and ideas,

andteachers have experienced increasing difficulty maintaining proficiency in science literacy. U.S.school children rank poorly in science and math scores compared to other developed

countries,and many people are concerned that we will lose our competitive edge in the global economyunless we train youth to apply scientific methods and new technologies towards the use andmanagement of our finite natural resources.

I continue to work with community leaders to oversee an ocean science camp for children.The residential nature of Camp S.E.A. Lab provides children with the experience of living,working, and learning together. The curriculum emphasizes the development of leadership,stewardship, and team-building skills as a compliment to the educational focus on marinesciences. Children learn through a variety of hands-on outdoor activities, interactive classroomprojects, field seminars, and visits to regional educational exhibits. An important aspect ofCamp S.E.A. Lab is that we recruit ethnically and economically diverse students, includingunderprivileged and at-risk children, as well as those considered as gifted. (AA)

4343

One Page: Project One Page: Project DescriptionDescription

AdvisorAdvisor Each activity/project is summarized in Each activity/project is summarized in ONEONE page. page.

Format:Format:1.1. Project Title and Duration (dates)Project Title and Duration (dates)2.2. Collaborators (if applicable) - provide name of PICollaborators (if applicable) - provide name of PI3.3. Grant/Program Support (if applicable) Grant/Program Support (if applicable) 4.4. Background/Rationale & Objective(s)Background/Rationale & Objective(s)5.5. MethodsMethods

A. Research/creative activityA. Research/creative activity B. ExtensionB. Extension

6.6. My roleMy role7.7. ResultsResults8.8. ImpactImpact

4444

One Page: Coordination of Academic One Page: Coordination of Academic Programs/Administrative ExperiencePrograms/Administrative Experience

AcademicAcademic Coordinator/AdministratorCoordinator/Administrator

You may include an outline organized into You may include an outline organized into the subsections described in your self the subsections described in your self statement. statement.

You may add a short (½ page) description You may add a short (½ page) description before each subsection if you were unable before each subsection if you were unable to fit this information in your self to fit this information in your self statement.statement.

Describe each project in a single page.Describe each project in a single page.

4545

One Page:One Page:Project Description Project Description

Academic Academic CoordinatorCoordinator

Each activity/project is summarized in Each activity/project is summarized in ONEONE page.page.

Format:Format:1.1. Administrative Areas/Program/Project Title Administrative Areas/Program/Project Title

and Duration (dates)and Duration (dates)2.2. Collaborators (if relevant)Collaborators (if relevant)3.3. Grant/Program Support (if relevant) Grant/Program Support (if relevant) 4.4. Background/Rationale & Objective(s)Background/Rationale & Objective(s)5.5. ResultsResults6.6. ImpactImpact7.7. Other: include research methods or Other: include research methods or

extension/outreach methods (if relevant)extension/outreach methods (if relevant)

Differentiate Differentiate Results/OutputsResults/Outputs from from Outcomes/ImpactsOutcomes/Impacts

Same for both formatsSame for both formats

Results may include:Results may include: Products you developed Products you developed (outputs)(outputs)

PublicationsPublications Research findingsResearch findings New methodologies and modelsNew methodologies and models New products (patents, plant or animal varieties)New products (patents, plant or animal varieties) New practical knowledge for decision makersNew practical knowledge for decision makers

Outcomes/Impacts may include: Outcomes/Impacts may include: Clientele gain new knowledge (learning outcome) Clientele gain new skills (learning outcome) Clientele change attitudes (learning outcome) Clientele adopt new practices (behavior outcome) Clientele make better decisions (behavior outcome) Clientele have dollar savings (economic impact)

4747

Outcomes/Impacts (con’t)Outcomes/Impacts (con’t)Same for both formatsSame for both formats

Your description may also include: Affirmative action implications Longer-term social, health, economic,

physical or environmental benefits of your work

How to include long-term impacts? For work in progress, state your

anticipated impacts. Use literature to explain how your work

contributes to already measured impacts.19-20

4848

Impact ExamplesImpact Examples

Weak:Weak: Clientele indicated they enjoyed the Clientele indicated they enjoyed the workshop. workshop. (customer satisfaction)(customer satisfaction)

Better:Better: Workshop evaluations indicated that Workshop evaluations indicated that clientele increased their knowledge of the food clientele increased their knowledge of the food pyramid. pyramid. (learning outcome)(learning outcome)

Better Yet:Better Yet: 90% of clientele increased their daily 90% of clientele increased their daily fruit and vegetable consumption.fruit and vegetable consumption. (quantified (quantified behavior outcome)behavior outcome)

4949

Questions about these dossier Questions about these dossier components?components?

5050

21

Professional Competence & Professional Competence & ActivityActivity

Same for both formatsSame for both formatsIn this section you are providing evidence that you:In this section you are providing evidence that you: Participated in training to become more competentParticipated in training to become more competent Are viewed as competent by peers & clienteleAre viewed as competent by peers & clientele

List activities by themes/topics presented in your PR List activities by themes/topics presented in your PR Divide activities into 2 sectionsDivide activities into 2 sections

Professional Development & TrainingProfessional Development & Training Training, professional society meetings, memberships, Training, professional society meetings, memberships,

etc. etc. Workgroups (not included elsewhere in PR) and role Workgroups (not included elsewhere in PR) and role Non-workgroup activitiesNon-workgroup activities

Evidence of Professional CompetenceEvidence of Professional Competence Editing books, reviewing articles, professional offices Editing books, reviewing articles, professional offices

held, presentations at professional society meetings, held, presentations at professional society meetings, etc.etc.

Awards, recognitionAwards, recognition

5151

University and Public University and Public ServiceService

Same for both formatsSame for both formats Describe your service to the University and to the public. List Describe your service to the University and to the public. List

activities in two sections:activities in two sections:

University ServiceUniversity Service Committees, task forces, workgroups, etcCommittees, task forces, workgroups, etc Leadership rolesLeadership roles

Public ServicePublic Service Activities and events in which you used your professional Activities and events in which you used your professional

expertise to benefit groups or efforts outside the expertise to benefit groups or efforts outside the University. University.

Indicate who benefited.Indicate who benefited. Indicate recognition you received.Indicate recognition you received.

((note:note: activities listed here should relate to your field of activities listed here should relate to your field of expertise or your ANR assignment).expertise or your ANR assignment).

525222

Affirmative ActionAffirmative Action Same for both formatsSame for both formats

This is a place to describe your efforts and This is a place to describe your efforts and successes in reaching under-served successes in reaching under-served

audiences.audiences. Summarize your AA accomplishments as Summarize your AA accomplishments as

related to your position description.related to your position description.

Limit this section to Limit this section to 22 pages. pages.

5353

BibliographyBibliographySame for both formatsSame for both formats

Include a Bibliography Summary that indicates the Include a Bibliography Summary that indicates the number of publications in each category number of publications in each category

Present your bibliography according to the Present your bibliography according to the 55 categories described in the e-book.categories described in the e-book.

You do not have to rearrange your current You do not have to rearrange your current bibliography. Instead, you may simply indicate the bibliography. Instead, you may simply indicate the category (category (A-EA-E) next to each entry.) next to each entry.

For citations added during the current review period, For citations added during the current review period, annotate each multi-author citation with a sentence annotate each multi-author citation with a sentence identifying your activity/role.identifying your activity/role.

Highlight (e.g. bold) or separate (e.g. enclose with Highlight (e.g. bold) or separate (e.g. enclose with border) citations for this review.border) citations for this review.

You must scan and upload a letter of acceptance for You must scan and upload a letter of acceptance for any publication listed as “in press.”any publication listed as “in press.”

5454

Publication ExamplesPublication ExamplesSame for both formatsSame for both formats

Required for: Required for: PromotionsPromotions AccelerationsAccelerations Provide Provide 33 examples: examples:

Choose Choose 33 that best represent your work that best represent your work Precede them with 1 page on which you Precede them with 1 page on which you

describe all three.describe all three.

5555

Letters of EvaluationLetters of EvaluationSame for both formatsSame for both formats

Needed for: Needed for: PromotionsPromotions AccelerationsAccelerations 33rdrd term review term review

Candidate provides names of up to 6 Candidate provides names of up to 6 people; may also give names of those not people; may also give names of those not suitable to write lettersuitable to write letter

Supervisor uses these and may add ones of Supervisor uses these and may add ones of own own

All letters received are included with All letters received are included with dossierdossier

You will not see the letters You will not see the letters

5656

Other DocumentsOther Documents Project Summary Table – Thematic Project Summary Table – Thematic

formatformat Table of extension activities (optional for Table of extension activities (optional for

Academic Coordinators/AdministratorsAcademic Coordinators/Administrators)) Table of grant/program support Table of grant/program support

(optional – one-page format)(optional – one-page format) Letters of publication acceptance (if Letters of publication acceptance (if

applicable)applicable) Definitions of acronyms (if applicable)Definitions of acronyms (if applicable)

Thematic: Project Summary Thematic: Project Summary TableTable

Use the themes/goals you used to organize your Use the themes/goals you used to organize your narrative to subdivide the Project Summary table. narrative to subdivide the Project Summary table.

List projects, including the ones that do not have List projects, including the ones that do not have specific grants or financial support. specific grants or financial support.

Include: title of project and duration; your role; Include: title of project and duration; your role; first initial and last name, and institutional first initial and last name, and institutional affiliation of collaborators; amount of support and affiliation of collaborators; amount of support and its duration (and type if other than money); and its duration (and type if other than money); and the source.the source.

5757

5858

Extension Activities Extension Activities

Only list activities directly related to Only list activities directly related to your program clientele. your program clientele.

List activities for non-clientele groups List activities for non-clientele groups (e.g. students, foreign visitors, scientific (e.g. students, foreign visitors, scientific colleagues) in Professional Competence colleagues) in Professional Competence or University and Public Service sections.or University and Public Service sections.

Format examples appear in e-book.Format examples appear in e-book.

5959

Additional Questions? Additional Questions?

6060

Need More Help?Need More Help?Answers to Questions Answers to Questions

Carolyn.frazier@ucop.edu OR OR (530) 752-7497(530) 752-7497

Andra.strads@ucop.edu OR OR (530) 752-7532(530) 752-7532

ResourcesResources E-booksE-books PR training (this slide set)PR training (this slide set) Helpful websitesHelpful websites PR process/Writing tips (slide sets)PR process/Writing tips (slide sets) Writing impacts and outcomesWriting impacts and outcomes Action verbsAction verbs

groups.ucanr.org/Academic_Personnel/Merit_Promotion_Process/

Important Dates Important Dates Topic Date Action

AE template available 10/01/09 Available via your portal

DANRIS-X completionDANRIS-X retrieval

10/19/0910/22/09

Everyone must complete

PR Training –indefinite statusPR Training – definite statusPR Training – indefinite statusPR training – definite status

10/28 - 10:30 10/28 - 1:3011/10 - 10:3011/10 - 1:30

Adobe Connect + Ready Talk

Annual Evaluation due 11/17/09 Academic must upload by 11:59 PM

AE review by supervisor due 12/17/09 Supervisor meets with academic first

AE review by next level supervisor 1/23/10 Next level supervisor confirms review

PR Dossiers Due 2/1/10 Must be uploaded by 11:59

6262

Thanks!Thanks!