Merit & Promotion Review Training for Indefinite Status Academics Fall 2009.

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

IndefiniteIndefinite Status Academics Status Academics

Fall 2009Fall 2009

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

Indefinite statusIndefinite status AdvisorsAdvisors only only Successfully completed all term reviewsSuccessfully completed all term reviews May be eligible to use streamlined meritMay be eligible to use streamlined merit Training 10:30 – 11:45 AM Oct 28 & Nov 10Training 10:30 – 11:45 AM Oct 28 & Nov 10

Definite statusDefinite status All All Academic Coordinators/AdministratorsAcademic Coordinators/Administrators New(er) New(er) AdvisorsAdvisors Training 1:30 - 2:45 PM Oct 28 & Nov 10 Training 1:30 - 2:45 PM Oct 28 & Nov 10

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PresentersPresenters

Regional DirectorsRegional Directors

Kim Rodrigues, Peggy Mauk & Kim Rodrigues, Peggy Mauk &

Linda Marie MantonLinda Marie Manton

Academic Assembly Council Academic Assembly Council

Personnel Committee MembersPersonnel Committee Members

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

promotion process promotion process

Assures process is fair and understandableAssures process is fair and understandable

Facilitates training Facilitates training

Nominates Ad hoc review committeesNominates Ad hoc review committees

Provides Ad hoc committee chair trainingProvides Ad hoc committee chair training

Reviews Ad hoc committee reportsReviews Ad hoc committee reports for for constructive, mentoring advice that helps constructive, mentoring advice that helps an academic improve in the futurean academic improve in the future

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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

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OutcomesOutcomes

Increased knowledge of new Increased knowledge of new proceduresprocedures

Understanding of the new thematic PR Understanding of the new thematic PR formatformat

Understanding of streamlined merit Understanding of streamlined merit processprocess

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

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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 Streamlined MeritsStreamlined Merits PR DossierPR Dossier

Walk through thematic formatWalk through thematic format Provide overview of “one-page” formatProvide overview of “one-page” format

Questions/Wrap-upQuestions/Wrap-up

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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.

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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 It needs to be easily understood by people in other programs.other 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 SAC supervisor (e.g. CD), Ad hoc Committee, and SAC Reviewers may not be familiar with your program area.Reviewers may not be familiar with your program area.

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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!

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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.

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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.

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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.

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

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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)

AE due November 17 (needed for streamlined AE due November 17 (needed for streamlined merit)merit)

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

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

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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: specifics covered later in presentation)note: specifics covered later in presentation)

Streamlined merits are available for eligible Streamlined merits are available for eligible advisors.advisors.

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

Report period now covers October 1 - Report period now covers October 1 - September 30September 30

Bibliography requires publication categories A-E Bibliography requires publication 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- Book to UseE- Book to Use

Thematic Format E-book ORThematic Format E-book OR One Page Format E-bookOne Page Format E-book

Includes streamlined merit directions Includes streamlined merit directions

(note: there are separate e-books for Academic Coordinators (note: there are separate e-books for Academic Coordinators and Administrators)and Administrators)

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

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General DirectionsGeneral DirectionsE-books: E-books: 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.

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Questions about general directions Questions about general directions

or format?or format?

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Streamlined MeritsStreamlined MeritsProcess/DeadlinesProcess/Deadlines

Must complete & upload AE by Nov 17Must complete & upload AE by Nov 17thth.. Supervisor reviews – if AE is favorable and Supervisor reviews – if AE is favorable and

other eligibility criteria are met, then you other eligibility criteria are met, then you may use the streamlined process.may use the streamlined process. Note:Note: if it is determined that you are not eligible if it is determined that you are not eligible

to use streamlined merit process then you will to use streamlined merit process then you will prepare a dossier using either thematic or one-prepare a dossier using either thematic or one-page formatpage format

Streamlined merit Streamlined merit due February 1, 2010 at due February 1, 2010 at 11:59 P.M.11:59 P.M.

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Streamlined MeritsStreamlined MeritsComponentsComponents

Upload (by November 17, 2009):Upload (by November 17, 2009): This year’s annual evaluation (AE)This year’s annual evaluation (AE)

Upload (by 11:59 PM February 1, 2010):Upload (by 11:59 PM February 1, 2010): Position description(s) for period under reviewPosition description(s) for period under review Self-statement (5 pages maximum)Self-statement (5 pages maximum) Fiscal crisis impact statement (1/2 page maximum)Fiscal crisis impact statement (1/2 page maximum) Bibliography for entire careerBibliography for entire career

Note:Note: Your previous annual evaluations for the period under review are Your previous annual evaluations for the period under review are already on your portal.already on your portal.

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Questions about streamlined merits?Questions about streamlined merits?

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Program Review SectionsProgram Review Sections 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 Acceleration Statement

OR Self-statementOR Self-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 University and Public

ServiceService7.7. 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)page format)

1515. Sabbatical Leave Plan and . Sabbatical Leave Plan and Report (when appropriate)Report (when appropriate)

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Full Title V - VI CoverageFull Title V - VI CoverageSame for both formatsSame for both formats

(something of an anomaly) coverage as follows:(something of an anomaly) coverage as follows:

Years in entire Advisor career: Self-statement & Years in entire Advisor career: Self-statement & bibliographybibliography

Years (typically 3) since last review: Extension activities Years (typically 3) since last review: Extension activities tabletable

Years (typically 12-15) in FT rank: all other componentsYears (typically 12-15) in FT rank: all other components Publication examples can be those submitted in other Publication examples can be those submitted in other

PR’s in Full Title rankPR’s in Full Title rank Include all PD’s from all years in Full Title rankInclude all PD’s from all years in Full Title rank

Note:Note: Use self-statement to show growth and leadership over your entire Use self-statement to show growth and leadership over your entire careercareer

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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.

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Acceleration Acceleration Must answer:Must answer: Why do you think you deserve an

acceleration? Acceleration requires Acceleration requires exceptionalexceptional achievement achievement

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

productivity in productivity in all four criteriaall four criteria for your rank and for your rank and step.step.

Highlight activities that you believe warrant Highlight activities that you believe warrant special attention -- do not just repeat special attention -- do not just repeat descriptions you provide in other sections.descriptions you provide in other sections.

Focus only on the period since the last review. Focus only on the period since the last review.

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

Extension, Research, Creative Activities that address Extension, Research, Creative Activities that address goals. Synthesize project rationales, research efforts, goals. Synthesize project rationales, research efforts, outputs, outcomes, impacts.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.

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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 1 page per year being Maximum length is 1 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.

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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

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

A strategy for writing this section:A strategy for writing this section: List the research projects or creative activities List the research projects or creative activities that you will cover in the PR.that you will cover in the PR. Sort entries according to common features 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).This sorting process is a good opportunity to see This sorting process is a good opportunity to see how your projects align with ANR strategic vision how your projects align with ANR strategic vision goals, and can also provide insights for planning goals, and can also provide insights for planning future projects with these goals in mind.future projects with these goals in mind.

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

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

For each theme, synthesize the various projects 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.

Minimize the amount of detail used to describe 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 information included in the project summary table.table.

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

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 . . . .. . .

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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. . . .

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One Page: Self-StatementOne Page: Self-StatementFocus 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. Relate your work to the new Strategic Vision if Relate your work to the new Strategic Vision if

possible.possible.

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

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One Page: Self-Statement One Page: Self-Statement (con’t)(con’t)

Length is one page per year being Length is one page per year being reviewed: maximum of 8 pages.reviewed: maximum of 8 pages.

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

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

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

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

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.

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One Page:One Page:Sample Outline Sample Outline

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

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

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

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One Page: Half Page One Page: Half Page ExplanationExplanation

SampleSampleYouth 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)

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One Page: Project One Page: Project DescriptionDescription

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

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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 from research Products you developed from research (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)

19-20

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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

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Impact ExamplesImpact Examples Same for both formatsSame for both formats

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)

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

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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

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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 University expertise to benefit groups or efforts outside the 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).

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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.

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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.”

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Publication ExamplesPublication ExamplesSame for both formatsSame for both formats

Required for: Required for: PromotionsPromotions AccelerationsAccelerations Merits to Advisor FT VII – IXMerits to Advisor FT VII – IX 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.

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Letters of EvaluationLetters of EvaluationSame for both formatsSame for both formats

Needed for: Needed for: PromotionsPromotions AccelerationsAccelerations Merits Advisor FT VII to FT IXMerits Advisor FT VII to FT IX

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

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

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

You will not see the lettersYou will not see the letters

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Other DocumentsOther Documents Project Summary Table – Thematic formatProject Summary Table – Thematic format Table of extension activities Table of extension activities Table of grant/program support (optional Table of grant/program support (optional

– one-page format – not thematic format)– one-page format – not thematic format) Letters of publication acceptance (if Letters of publication acceptance (if

applicable)applicable) Sabbatical leave plan and report (if Sabbatical leave plan and report (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 Use the themes/goals you used to organize your narrative to subdivide the Project your narrative to subdivide the Project Summary table. Summary table.

List projects, including the ones that do not List projects, including the ones that do not have specific grants or financial support. have 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 affiliation of collaborators; amount of support and its duration (and type if other than and its duration (and type if other than money); and the source.money); and the source.

5555

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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.

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Additional Questions? Additional Questions?

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

[email protected] OR OR (530) 752-7497(530) 752-7497

[email protected] 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 tipsPR process/Writing tips 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

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Thanks!Thanks!