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Texas State University

CBAPPS 5.06 Workload Policy

CBAPPS 5.06

Workload Policy

PURPOSE

This policy statement explains the faculty workload policy. The major components of this process are:

1. Activity Plans and Reports;

2. Workload Plans

The purpose of this policy statement is to broadly define workload plans available to McCoy College faculty. Another important goal of this policy statement is to promote a collegial environment that encourages excellence and emphasizes academic professionalism.

UNIVERSITY POLICIES

AA/PPS 04.01.40 (7.05) Faculty Workload

AA/PPS 04.02.20 (8.10) Tenure and Promotion Review

AA/PPS 04.02.10 (8.09) Performance Evaluation of Continuing Faculty and Post-Tenure Review

MCCOY COLLEGE POLICIES

No current policy is specific to the Annual Activity Plan or Annual Activity Report. For information concerning teaching, research, and service, see the following CBAPPS:

2.01 - 2.16 Curriculum Policies

3.01 - 3.12 Academic Requirements and Advising Policies

4.01 - 4.13 Teaching

5.01 - 5.03 Scholarly Activities & Grants

GENERAL INFORMATION

ANNUAL ACTIVITY PLAN AND REPORT

1. By January 31st, each faculty member will update their data in the Faculty Qualifications System. The Department Chair will retrieve their current vita from the Faculty Qualifications System and will evaluate the faculty member based on performance that is clearly documented in the Annual Activity Report including (but not limited to) student evaluations, published materials, etc. After evaluating all departmental faculty, the Chair will meet with each faculty member to review his/her report and performance evaluation. Supporting materials will be returned to the faculty member after performance decisions are made if the material(s) is (are) not necessary for further performance review(s).

FACULTY WORKLOAD PLANS

2. Each faculty member will be assigned to one of the following plans. This determination is normally made once a year in the spring as part of the annual faculty evaluation process. As per current University policy, faculty in each of the following plans will be assigned twelve workload credits per semester.

3. Plan A – This plan is for full-time tenured and tenure-track faculty members. The Annual Activity Plan, approved by the Department Chair, will identify anticipated activities to support an active research agenda that will ensure faculty remain in the Scholarly Academic (SA) category. Faculty approved for this plan will normally teach nine workload credits per semester with three workload credits per semester assigned for research. An additional three or six workload credits per semester may be assigned to those holding endowed chairs or professorships, or other significant activities related to research, service or other contributions recognized in University PPS 7.05. Faculty members who did not maintain the SA status will move to Plan F.

4. Plan B - This plan is for full-time tenured Practitioner Academic (PA) faculty members. The Annual Activity Plan, approved by the Department Chair, will identify anticipated activities to support an active practitioner interaction agenda that will ensure faculty remain in the Practitioner Academic (PA) category. Faculty approved for this plan will normally teach twelve workload credits per semester with up to three workload credits per academic year assigned for significant and substantial professional activities that are unpaid, identifiable or specifically assigned. Faculty members who did not maintain the PA status will move to Plan F.

5. Plan C – This plan is for full-time non-tenure track Scholarly Academic (SA) faculty members and Clinical Faculty. The Annual Activity Plan, approved by the Department Chair, will identify anticipated activities to retain SA status. Faculty approved for this plan will normally teach twelve workload credits per semester with up to three workload credits per academic year assigned for research. Faculty members who did not maintain the SA status will move to Plan G.

6. Plan D – This plan is for full-time non-tenure track Scholarly Practitioner (SP) faculty members and Faculty of Practice. The Annual Activity Plan, approved by the Department Chair, will identify anticipated activities to retain SP status. Faculty approved for this plan will normally teach twelve workload credits per semester with up to three workload credits per academic year for practitioner research and interaction. Faculty members who did not maintain the SP status will move to Plan G.

7. Plan E – This plan is for full-time non-tenure track Instructional Practitioner (IP) faculty members. The Annual Activity Plan, approved by the Department Chair, will identify anticipated activities to retain status. Faculty approved for this plan will normally teach twelve workload credits per semester. Faculty members who did not maintain the IP status will move to Plan G.

8. Plan F – This plan is for tenured and tenure-track faculty members who fail to retain SA or PA status. For tenure-track faculty members, failure to retain SA status will cause the department to consider whether reappointment is warranted. Tenured faculty in this plan will normally teach twelve workload credits per semester, with up to three workload credits per semester for improvement. In addition, the Chair and faculty member will design a limited-time only improvement plan to help the tenured faculty member regain SA or PA status. Once the improvement plan has been implemented, the faculty member will be evaluated during the following two regular, annual department evaluation cycles. Once the objectives of the improvement plan have been achieved, the faculty member will be moved to Plan A or B. Failure to complete the improvement plan may result in the faculty member remaining in the AACSB-designated “Other” category and teaching twelve workload credits per semester.

9. Plan G -- This plan is for non-tenure track faculty members who fail to retain SA, SP or IP status. Faculty in this plan will normally teach twelve workload credits per semester. In addition, the Chair and faculty member will design an improvement plan to help the faculty member regain SA, SP or IP status. Once the improvement plan has been implemented, the faculty member will be evaluated during the following regular, annual department evaluation cycle. Within one year when the objectives of the improvement plan have been achieved, the faculty member will be moved to Plan C, D or E. Failure to complete the improvement plan may cause the department to consider whether reappointment is warranted.

10. Other Considerations – Decisions about course reductions are made at the discretion of the Chair in consultation with the affected faculty and subject to approval by the Dean. Any workload reduction must take into consideration the needs of the Department/Program, the College, and the University as well as the individual’s professional goals. Course reductions may be requested by a faculty member for one, or a combination, of the following workload credit generating activities:

A. significant research activities that result in extensive publications in peer reviewed journals;

B. external grants submitted and funded as principal investigators or co-principal investigators;

C. major administrative activities;

D. teaching of large sections;

E. chairing four completed theses over a three-year period;

F. significant university-related committee work;

G. engaging in prominent professional responsibilities at the local, state, regional, and/or national level; and,

H. other activities recognized in University PPS7.05.

CERTIFICATION STATEMENT

This CBAPPS has been approved by the reviewers listed below and represents the McCoy College of Business Administration policy and procedure from the date of the document until superseded.

Last Update: February, 2021

Review Cycle: E5Y

Next Review Date: September 1, 2025