The Salford University Technical System for its Workload Balancing Model

1. The Salford University Technical System for its Workload Balancing Model Grahame S Cooper University of Salford

2. IT System Design Principles • Based on basic model structure in next slide • Structured to support School operations • Additional structure to support summary/review • Support local variations within model • Support University-wide analysis & coordination • Including inter-school activities • Central database subordinate to School spreadsheets • The School spreadsheet is the master document. • Central database provides linking, reports & backup

3. Staff George Nichola Edgar Mary Alice Fred 18 Activities “Effort” . . . . . . 13 13 Course tutor . . . . . . Module 1.2 - Knitting 14 9 5 . . . . . . Single “currency” for all activities Basic Structure of the Model (nicknamed: “Wammie”)

4. Staff data Activity data Other Schools Workload allocations Structure of the School Spreadsheet

5. Management Roles Academic Enterprise Dissertations Publishing PhD Supervision Funded Projects Presence Block Activities Research Student Number Initial Figure Adjustment Actual Figure Taught Modules Credits Adjustment Allocations For summary/TR Activities Initial load Actual Workload Spreadsheet

6. Activity Summary Table Mapped into TRAC return headings

7. Module Workload Coefficients • Define up to 3 sets of coefficients to approximate different learning/teaching methods • Coefficients set by the School • Flexibility (subject to viability) (Initial) Workload = WC*C + WCN*C*N

8. Percentage Workloads • “Standard Workload” • Usually set to median for school • Used to calculate percentage workloads: • Head of School (50%) • Unit of research allocation (10%) • Dean (75%)

9. Calculate new standard workload Set or clear the activity leader Show or hide columns Allocate all or part of the current activity (inserts a formula) Using the Spreadsheet

10. E.g. allocate 60% of a module to a staff member E.g. allocate the rest (40%) to another staff member E.g. Use for dissertations, Project supervisions, etc. E.g. allocate a whole activity to a staff member. Total no of dissertations Workload per dissertation Allocating workloads

11. Database School1 Faculty1 School4 School2 School3 Faculty2 Integration via University Database Inter-School Information Workload Information

12. Database Reports • Individual staff workload profiles • Inter-school activities • Status report • Staff workloads summary • Workload allocations by activity • List of activities • More can be added later

13. Workloads Chart ±5% about standard workload

15. Process Monitoring

16. Inter-school provision