Following the adoption of this policy, the faculty of each Unit will develop expected norms for a typical faculty portfolio reflecting its judgment as to the appropriate allocation of effort for its faculty among teaching, research and service. Unit norms must be approved by the Dean in which the Unit is located and by the Provost. Changes in Unit norms must be initiated by the faculty of the Unit and approved by the Dean in which the Unit is located and by the Provost. Faculty members within a Unit may negotiate with the DEO individualized effort portfolios that differ from the Unit norms. Ordinarily, portfolios are effective for a maximum of two years.
Renewals are possible.
Either the individual faculty member or the DEO may initiate discussions for an individualized portfolio. Agreements concerning individualized faculty portfolios that differ from Unit norms shall be formalized in a document to be included in the faculty member's personnel file. Such agreements should reflect a clear understanding of the efforts to be made by the faculty member. The use of individualized portfolios within a Unit must advance the teaching, research or service missions of the Unit or the University, must not significantly compromise the Unit's teaching, research, and service mission, and should be consistent with the career goals of the faculty. Because of this, no faculty member is entitled to, or can be compelled to have, an individualized portfolio.