PSU Mark
Eberly College of Science Mathematics Department

Fixed-Trem Faculty Review, Evaluation and Promotion Process

 

Preamble

 

Fixed-term faculty members play a vital part in the instructional mission of the Penn State Mathematics Department.  They teach the vast majority of classes in first and second semester calculus (Math 140 and 141) as well as numerous other classes at the freshman and sophomore level.  Some fixed-term faculty members have served the department for many years; others spend a few years with us before leaving for positions elsewhere.  All are valued colleagues and participants in the department’s life.

 

The purpose of this document is to clarify procedures for the annual evaluation of fixed-term faculty and for their promotion within the fixed-term faculty ranks.  The procedures described here apply to faculty within the instructional ranks only (Lecturer/Senior Lecturer and Instructor/Senior Instructor).  The department also has small numbers of faculty members within the fixed-term professorial ranks and within the fixed-term research ranks.  Those within the professorial ranks will be annually evaluated by the department head, who will charge an ad hoc committee to investigate any case for promotion; those within the research ranks should be annually evaluated by their research supervisor.

 

 

Ranks

 

There are two parallel tracks for fixed-term instructional faculty:

o   Instructor/Senior Instructor (for those who do not possess a Mathematics-related PhD)

o   Lecturer/Senior Lecturer 1/Senior Lecturer 2 (for those who do possess such a PhD)

The following College criteria apply to appointments and promotions to these positions.[1]

 

 

Appointment to the Rank of Instructor

Appointment to the rank of Instructor requires a master’s degree or equivalent knowledge in the academic field related to the work assignment.

 

Appointment to the Rank of Senior Instructor

Appointment to the rank of Senior Instructor requires a master’s degree or equivalent knowledge in the academic field related to the work assignment, together with a record of at least 6 years of experience as an instructor and evidence of excellence in performance.

 

Promotion to the Rank of Senior Instructor

An individual appointed at the rank of Instructor may be promoted to the rank of Senior Instructor with evidence of excellence in teaching ability and/or other specific assigned duties, following at least 6 years of service with Penn State and/or another employer and evidence of excellence in performance.

Documentation to support a recommendation for promotion must include Faculty Activity Reports, current c.v., a record of SRTE scores together with peer evaluations and/or a summary of student comments, and the record of recent performance evaluations. The file of documentation is sent to the Dean along with the Department Head’s recommendation. The department may choose whether or not to involve a departmental committee at this level.

 

Appointment to the Rank of Lecturer

Appointment to the rank of Lecturer requires a Ph.D. or equivalent knowledge in the academic field related to the work assignment.

 

Promotion to the Rank of Lecturer

An individual in the rank of Senior Instructor may be promoted to the rank of Lecturer if he/she obtains a Ph.D. or attains equivalent experience, along with evidence of excellence in performance.

Documentation to support a promotion must include Faculty Activity Reports, current c.v., a record of SRTE scores together with peer evaluations and/or a summary of student comments, and the record of recent performance evaluations, along with any other documentation appropriate to the individual’s particular assignment.

The file of documentation, including a recommendation of a departmental review committee and the Department Head, is sent to the Dean.

 

Appointment to the Rank of Senior Lecturer I

Appointment to the rank of Senior Lecturer I requires a Ph.D. or equivalent knowledge in the academic field related to the work assignment, together with at least 6 years of experience at a similar level at Penn State or with another employer and evidence of excellence in performance.

 

Promotion to the Rank of Senior Lecturer I

A Lecturer may be promoted to the rank of Senior Lecturer I with evidence of excellence in teaching ability and/or other specific assigned duties, following at least 6 years of service with Penn State or another employer at a similar rank and with evidence of excellence in performance.

Documentation to support a promotion must include Faculty Activity Reports, current c.v., a record of SRTE scores together with peer evaluations and/or a summary of student comments, and the record of recent performance evaluations, along with any other documentation appropriate to the individual’s particular assignment.

The file of documentation, including a recommendation of a departmental review committee and the Department Head, is sent to the Dean.

 

Appointment to the Rank of Senior Lecturer II

Appointment to the rank of Senior Lecturer II requires a Ph.D. or equivalent knowledge in the academic field related to the work assignment, generally together with at least 12 years of experience at a similar rank at Penn State or another employer and evidence of excellence in performance.

 

Promotion to the Rank of Senior Lecturer II

An individual in the rank Senior Lecturer I may be promoted to the rank of Senior Lecturer II with evidence of excellence in teaching ability and/or other specific assigned duties, following at least 6 years of service with Penn State or another employer at a similar level.

Documentation to support a promotion must include Faculty Activity Reports, current c.v., a record of SRTE scores together with peer evaluations and/or a summary of student comments, and the record of recent performance evaluations, along with any other documentation appropriate to the individual’s particular assignment.

The file of documentation, including a recommendation of a departmental review committee and the Department Head, is sent to the Dean. The rank of Senior Lecturer II is the highest rank for instructional faculty. Movement into another promotional ladder is possible if the individual’s assignment shifts to include or entirely focus on research.

 

Appointments

 

New appointments to the Instructor and Lecturer ranks will be made by the department head in accordance with definitions found in HR-21, with this guideline, and with departmental standards and needs.  Initial appointments will normally be for one year or shorter (FT-1 or FT-2).  With evidence of continued excellence in instruction and commitment to Penn State, reappointments may be made for 3-year periods (FT-M). 

 

The department head will annually designate a “standard per credit rate” for Lecturer level appointments.  The salary of a new lecturer appointment will normally equal the number of credit hours times the standard per credit rate.  A lower per credit rate may apply to Instructor appointments. The per credit rates will be revised annually in accordance with the general level of increase in the “fixed-term instructor” component of the departmental budget (object codes 0114 and 0174).

 

Reappointments to the Instructor and Lecturer ranks will be made by the department head, taking into account the results of the annual evaluation process described below. 

 

 

Review Process

 

In accordance with University and College policy, instructional faculty will complete an annual activity report at the beginning of each calendar year.  Faculty members who have already determined that they intend to leave Penn State at the end of the academic year are exempt from this requirement.  Instructional faculty members should include SRTE scores and sample student evaluations with their activity report.

 

In addition, the teaching of each instructional faculty member should be reviewed each year by a peer evaluator designated by the Undergraduate Studies Committee (USC).  The evaluator should produce a written report which will be shared with the faculty member concerned and with the USC.  Copies of these reports will be filed in the instructional faculty member’s personnel file.  More frequent visits and reviews may be necessary if an evaluation discloses areas of weakness in which improvement is required.

 

For those instructional faculty (the large majority) who work in multi-section, coordinated courses, the course coordinator will report to the review committee about the faculty member’s contribution to the common tasks of the course.

 

The materials described above will be reviewed in early Spring (February/March) by a Fixed-term Faculty Review Committee[2] comprising

o   The Associate Head for Undergraduate Studies

o   The Coordinator of First-Year Courses

o   One tenured faculty member nominated by the Undergraduate Studies Committee.

Each fixed-term faculty member will receive a brief written evaluation of performance from the Review Committee (the Committee will develop a standard form for this purpose).  Copies of the evaluations will be provided to the department head and will be taken into account in re-hiring and salary decisions for the next year.  The evaluations will also form part of the faculty member’s personnel file.

 

In addition to the written evaluation, any fixed-term faculty member who wishes may schedule a follow-up discussion with the Associate Head for Undergraduate Studies.  If any notes or supplementary written materials result from this discussion, a copy shall be provided to the department head.

 

During the review process, the review board shall consider (in the light of the criteria above) whether the fixed-term faculty member should be recommended for promotion to a more senior rank. 

 

 

 

Promotion Process

 

A recommendation for promotion to Senior Instructor or Senior Lecturer will normally originate from the annual review process as described above.  A faculty member who has served full-time at Penn State for at least six years since appointment or previous promotion may also request the consideration of a promotion at any time. 

 

The Undergraduate Studies Committee shall serve as the departmental review committee for promotion of fixed-term instructional faculty.  They shall evaluate the candidate’s dossier (contents of which are described in the College guidelines above) and make a recommendation to the department head and the dean about the appropriateness of the proposed promotion.  On the normal schedule the USC shall endeavor to compile and evaluate dossiers in late spring in order that promotions may be made as part of the normal summer appointment cycle.

 

An additional salary increment, normally 4%, will apply in case of a promotion.

 

Drafted JR 12/31/08

 

 

 

 

 

 

 


[1] Cited from http://www.science.psu.edu/hr2/FacultyAffairsFolder/GuidelinesforInstr&ResFaculty.pdf

[2] If (as at present) the Associate Head for Undergraduate Studies and Coordinator of First Year Courses are themselves FT faculty members, their activity reports and other materials will be reviewed individually by the department head.