The 2020 Interfolio Virtual Summit made clearer than ever that a digital transformation around online faculty affairs, academic work, and research impact is well under way—everywhere.

The July 2020 virtual event, held over four days, drew over 830 registrants from 369 higher education institutions and research organizations across the globe.

Here’s a look at four compelling themes around modern higher education faculty and technology that emerged:

  • The digital Faculty Information System as modern necessity
  • Diversity and inclusion in the faculty professional landscape
  • Teaching and digital faculty data
  • Online faculty work (and flexibility) in higher education

1. The digital Faculty Information System as modern necessity

It was clear from the 2020 Interfolio Virtual Summit that faculty affairs professionals today are paying a great deal of attention to the proper role of modern technology in faculty information, workflows, and impact tracking.

“It used to be you spent all available energy just trying to figure out how many faculty there were in the biology department,” said Emory University’s Paul Welty in the opening panel. “Well, now we can answer that question in 30 seconds—and all the rest of that energy can be spent on interesting things… We’re freed from all the tedious work.” 

In this kickoff session (“Establishing the Faculty Information System”) the conversation between Nina Seppala, Deputy Director at University College London School of Management; Charlton McIlwain, Vice Provost for Faculty Engagement & Development at New York University; and Paul Welty, Associate Vice Provost for Academic Innovation and Faculty Affairs at Emory University focused emphatically on how transitioning to a modern online Faculty Information System has contributed to institutional success.

The critical role of the dedicated Faculty Information System was further evident from the lively attendance at the 2020 Interfolio Virtual Summit’s many “how-to” sessions.

We heard how Interfolio has meant a digital transformation of faculty affairs at Tulane University in Louisiana.

From “Innovative Uses of Interfolio Review, Promotion & Tenure” with Alysia Loshbaugh of Tulane University, to “Configuring & Understanding Your University Data” presented by Arizona State University’s Susan Barrett, Lily Roggenkamp, and Katherine Sackman, to many others, it was largely professionals at Interfolio institutions who led these sessions.

Read more on our blog about why Gartner listed Faculty Information Systems as one of the “Top 10 Strategic Technologies Impacting Higher Education in 2020.”

2. Diversity and inclusion in the faculty professional landscape

Across the board, 2020 Interfolio Virtual Summit participants affirmed that inclusivity, diversity, and resistance to patterns of unequal treatment are of pressing concern for the higher education faculty affairs community. 

A highlight of the entire virtual event was the panel discussion on “Achieving a Diverse and Inclusive Faculty Workforce in the 2020s.” (Watch it here)

Interfolio staff moderators Max Swagler and Shawniece Disney highlighted some concrete data on faculty recruitment that is run through the Interfolio hiring module.

The 2020 Interfolio Summit session “Achieving a Diverse and Inclusive Faculty Workforce in the 2020s" includes some data on faculty hiring through Interfolio's technology.

The panel produced a nuanced and open conversation between Genyne H. Boston, Associate Provost for Faculty Affairs and Faculty Development at Florida Agricultural & Mechanical University; Christy Pichichero, Associate Professor of French and History and Director of Faculty Diversity for the College of Humanities and Social Sciences at George Mason University, and Zulema Valdez, Associate Vice Provost for the Faculty and Professor at University of California, Merced, about the past, present, and future of diversity and inclusion in U.S. higher education.

You can watch the recording of this session here. And for more information about how Interfolio helps, check out our recent post, 3 Practical Resources for a Diverse and Inclusive Faculty Workplace.

3. Teaching and digital faculty data

Faculty teaching responsibilities was another main theme that emerged during these discussions about where academic affairs and modern technologies intersect. 

It became evident that when faculty activity data is more systematically tracked and more fully considered, the institution is substantially more equipped to support faculty in their instructional role. 

The 2020 Interfolio Virtual Summit session “Tracking Faculty Accomplishments to Improve Teaching" addressed how activity data can lead to higher education classroom improvement.

Because of the traditionally major role that publishing research plays in a professor’s job security and advancement, and because of the immediate and more marketable connection between high-profile research and revenue, much development in faculty activity reporting has historically been biased toward research.

Yet, in 2020 Interfolio Virtual Summit sessions like “Tracking Faculty Accomplishments to Improve Teaching,” from Andy Goodman of the University of Missouri, attendees expressed great interest in the connection between investment in faculty resources and the institution’s ultimate capacity to deliver quality instruction. Goodman’s session walked users through how to make use of the Interfolio Faculty Activity Reporting module to support faculty professional development around teaching.

Get our free white paper on Data in Faculty Affairs here.

4. Online faculty work (and flexibility) in higher education

The fourth and final major theme we’ll note here from the 2020 Interfolio Virtual Summit was that of agility.

Across the board, it was clear that the pandemic circumstances have produced very different outcomes depending upon how fully an institution is set up to conduct online faculty affairs, and how they manage change.

In best practices sessions on using the Interfolio Faculty Information System, our Professional Services team addressed approaches to digital transformation around higher education technology.

In a number of sessions, including “Enterprise-wide Change Management: Creating Engagement & Buy-in” with UCLA’s Erika Chau, Assistant Vice Chancellor of Academic Personnel, and Penn’s Rob Nelson, Executive Director for Academic Technology & Planning, attendees heard specifically what role various Interfolio modules played in COVID-19 business continuity.

Many higher education academic affairs professionals related how Interfolio has been critical for business continuity during the COVID-19 pandemic.

In “Fostering Success in Decentralized Environments”—featuring Penn’s Julie Orts, Senior Business Systems Analyst, and Michelle Kenney Shears, Associate Director of Faculty Affairs, as well as Yale’s Audrey Bribiescas, Faculty Services Manager and Pam Bosward, Assistant Director of Faculty Affairs—we heard more about how to check in and remain nimble around technology usage throughout the year.

Speakers from UCLA and University of Pennsylvania addressed "Enterprise-wide Change Management" around faculty technology in a 2020 Interfolio Virtual Summit session.

And in “Best Practices for Communicating, Training, and Supporting Your Campus,” Doris Ng of University of Washington School of Medicine addressed both the conceptual importance of thoughtful user support on campus, and the nitty-gritty tactics like which email templates to create.

Speakers from University of Washington School of Medicine and other higher education institutions discussed best practices for transitioning to remote faculty work.

To learn more about Interfolio’s recommendations for making a rapid transition to online faculty evaluations, download our free eBook here.

***


We’re very grateful to our presenters for their valuable insights and to the thoughtful participation of our hundreds of attendees. Ask us about the 2020 Interfolio Virtual Summit here, and keep an eye out for our 2021 Summit next summer!

Higher education leaders have known for many years which gaps need to be closed to create a more diverse and inclusive faculty body. So what are your peer institutions doing successfully? What methods and tools are they using?

If you are involved in ensuring an inclusive environment for faculty at your institution, here are some practical resources you can consult to understand what seems to be working today.

1. How to create transparency around applicant pool data—during the faculty hiring process

It is critical to build as much data as possible about the demographics of faculty job applicants. At some innovative institutions, such as the University of Maryland—Baltimore County or the University of Notre Dame, an appropriate administrative professional such as an associate provost or a chief diversity officer can view the aggregate, anonymized self-reported EEO data for a search, in real time. Then they can compare the search to field-wide data, such as the National Survey of Earned Doctorates. Knowing where the pool falls below national rates of demographic representation can inform the search chair and/or the dean so they can take appropriate action.

Get an overview of how your peers are improving diversity and inclusion in faculty recruitment in our recent white paper, The Modern Faculty Recruitment Playbook.

2. How to make faculty professional review processes transparent, and centrally viewable

One major factor in why inequitable patterns of faculty advancement persist—both in the US and internationally—is inconsistent documentation and communication around actual professional reviews of faculty members.

More and more modern higher education institutions (from Dartmouth College to Haverford College to Tulane University to the majority of California State Universities) are recognizing the transformative value of successfully managing faculty review workflows in a centralized way that both:

  • Defines the official steps and requirements for everyone involved
  • Tracks what actually happened in the decision process along the way

This type of digital transformation goes far beyond efficiency and business necessity. It is about clarity, transparency, and the humanity of the scholars.

Get an overview of how your peers are making faculty tenure, promotion, and professional reviews more equitable in our Best Practices Checklist for Promotion and Tenure Reviews.

3. How to build a reliable source of information about faculty responsibilities and advancement patterns

Finally, a key factor that leaders in higher education faculty affairs are increasingly addressing is the historic invisibility of faculty workload distribution. By strategically approaching how information is gathered and shared—or even simply making the move to treat faculty information as its own need, especially around employment agreements and expectations for success in their role—the college or university eliminates a historic cloud that obscured persistent inequalities.

Learn which concrete challenges to tackle, and how officially tracking faculty employment expectations serves equity, in our free eBook, Mapping Scholar Careers.

We are pleased to announce our full agenda for the Interfolio Virtual Summit, July 9-10, 2020. This two-day event will bring together higher education leaders for networking and knowledge exchange in support of this year’s theme, A Community of Practice: Fostering Engagement & Impact in Higher Ed. In support of our clients in higher education, we have made the Summit complimentary to attend, so that even more individuals can participate, thus amplifying the impact for departments, colleges, and institutions.  

Featured sessions include:

  • Addressing Enterprise-wide Change Management: Creating Campus Engagement and Buy-in with UCLA and University of Pennsylvania
  • Bringing our Vision to Life: New Product Development and Research at Interfolio
  • Innovative Uses of Review, Promotion, and Tenure with Tulane University
  • Fostering Success in Decentralized Environments with Yale University and University of Pennsylvania

The Interfolio Virtual Summit will offer specific tracks for current Interfolio clients, as well as future clients. The Interfolio Professional Services team will present pre-Summit product deep dives for existing clients. Additionally, networking and meet-the-speaker sessions will provide opportunities to meet and learn from peers.

Summit Series

We will continue to build the Community of Practice during our Summit Series, which includes these sessions:

  • Best Practices for the Faculty Information System with the University of Chicago, August 
  • Recruiting Global Talent with King Abdullah University of Science and Technology (KAUST), September
  • How Butler University Highlights Faculty Research, Scholarship, and Creative Activity with Faculty Activity Reporting, October

We believe in the power of community. Indeed, service to the community is one of Interfolio’s core values. We look forward to seeing you, virtually, for the Interfolio Summit.

“It was so great to have the camaraderie of colleagues from across the spectrum who actually know and understand what I do. I’ve been doing this for 20 years and this was the first time that I’ve attended a conference/summit that was focused purely on the peer review process and its necessary tools, rather than the process as part of HR.”

-SUMMIT ATTENDEE, 2019

“Your summit was incredibly well organized and thoughtfully scheduled.”

-SUMMIT ATTENDEE, 2019

“Great experience to connect with Interfolio and peer institutions. It was especially helpful to have an opportunity to problem-solve.”

-SUMMIT ATTENDEE, 2019

This post continues our series, The Smart Scholar, with a focus on five insights to consider when selecting a mentor.

As a higher education faculty or staff member, administrator, or other higher education leader, mentorship is critical to our professional development and growth. In conversations with colleagues, we frequently discuss that we are constantly recommended to find mentors, but not given much advice on what to look for in a mentor. Therefore, for this post I provide five insights I’ve learned to help you in selecting a mentor.

Seek a genuine connection that’s trustworthy

When seeking a mentor it is imperative that you find someone who you trust and can build a genuine connection with. While this is not directly related to the technical aspects of mentoring, I find it hard to be supported by someone who you have no connection with and you feel is not trustworthy. 

What does trustworthy look like to me? I am referring to an individual who is always able to keep your best interests at heart and they’re someone who you can confide in without your conversations being discussed with others. From my experience, you can learn about someone and their character through the current individuals they mentor. Are those individuals satisfied with their mentor/mentee relationship? Sometimes asking other mentees will give you insight into someone you are seeking to be mentored by.

They’re willing to listen, along with give advice

Some of the best mentors I’ve had are those who are willing to listen in addition to giving advice. Listening is an important skill when cultivating a mentoring relationship, and you should look for a mentor who seeks to understand your unique situation and then provides advice tailored to your needs. If you find that you are developing a relationship with a mentor who does not listen to you and your experience, seek another mentor. This one-sided relationship may eventually lead to frustration. Plus, who wants a mentor that isn’t interested in supporting their personal career journey or growth?

Seek someone who will commit time to mentor

As professionals, our lives are pulled in a variety of directions and priorities. I think it’s fair to say that there is often a shortage of time, but when seeking a mentor, it is important to find someone who is willing to find and spend the time mentoring you. I have witnessed a number of individuals who want to be mentored by a recognized name in their field and have found—in some cases—that these mentor relationships do not blossom because the mentor does not have enough time to devote to the mentee. Therefore, I would recommend that you find a mentor who commits the time to interact with you to develop a mentorship.

Find a willingness to provide critical feedback

In order to grow professionally, it is important to have mentors who will push you outside your comfort zone. When looking for a mentor, seek someone who is willing to provide critical feedback. My advice here is to also develop a team of mentors who can provide critical feedback on various aspects of your career such as job and funding applications and interview preparation.

Remember, you also bring value to the mentor

Interestingly, we often seek mentors because they bring us value in a variety of ways. However, when seeking out a mentor, I am always looking for someone that I too can provide value and advice to. This is especially important to me—being a genuine mentor takes time and energy—and I always want my mentors to know that I value them. For instance, one of my mentors suggested we work on a special issue of a journal on a particular topic together.  I leveraged our conversation, went and spoke with a journal editor that I had a relationship with from meeting at an academic conference, and turned the idea into a special issue! My mentor and I served as co-editors on this journal issue, and subsequently are planning a co-edited book. Our mentor relationship has brought us both value!

What do you look for in a mentor? Feel free to send me your responses via Twitter so that we can continue this conversation!


Author Bio: Dr. Ramon B. Goings is an assistant professor of educational leadership at Loyola University Maryland. His research examines gifted/high-achieving Black male academic success PreK-PhD, diversifying the teacher and school leader workforce, and the student experience and contributions of historically Black colleges and universities to the higher education landscape. Dr. Goings is also the founder of The Done Dissertation Coaching Program which provides individual and group dissertation coaching for doctoral students. For more information about Dr. Goings’ research please visit his website www.ramongoings.com and follow him on Twitter (@ramongoings) and for more information about The Done Dissertation Coaching Program visit www.thedonedissertation.com.

Any opinions, findings, and conclusion or recommendations expressed in this material are those of the authors and do not necessarily reflect the view of Interfolio.


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Under the constraints of COVID-19, how are higher education institutions handling faculty personnel processes digitally? What are the traits of a well-prepared institution, and what aspects are most critical to success in a digital transformation of faculty affairs? And what lessons will academic employers carry with them even after the crisis recedes?

Interfolio recently facilitated a digital roundtable conversation asking forward-thinking leaders from a diverse combination of universities to address how they’re currently handling academic personnel processes in the wake of the coronavirus crisis. 

With discussion among academic and administrative leaders at East Stroudsburg University, Vanderbilt University, Tulane University, American College of Education, and University College London, the roundtable event painted an encouraging picture of higher education’s prospects for a digital transformation around faculty affairs.

Online faculty evaluations (and other digital personnel processes) already in place

First of all, it was clear these institutions’ embrace of digital processes for faculty work had put them in a better position to handle the pandemic before it even began.

Several panelists actively pointed out the value of this head start—among them Danielle Certa, Assistant Director of Faculty Appointments in the Office of the Vice Provost at Vanderbilt University; Alysia Loshbaugh, Assistant Vice President for Business Relationship Management at Tulane University; and Nina Seppala, Deputy Director of Academic Affair at University College London.

These institutions’ shift to digital faculty personnel processes some years earlier meant that the administrative routines around faculty work—especially review, promotion, and tenure—faced relatively little need for change or adjustment as a result of the COVID-19 circumstances.

And this modern digital framework for faculty affairs, they stressed, applies not only in crisis scenarios, but as a sustainable daily approach to processes like hiring, activity data maintenance, tenure and promotion candidacy, and committee work.

“Resistance to change is a bit of a luxury”

A recurring theme was the importance of thoughtful change management around faculty technology.

While adopting new technology is hardly painless, several panelists pointed out that it is a perennial workplace phenomenon. And higher education, while distinctive in many ways, is no exception.

“Resistance to change is a bit of a luxury, I think,” said Certa (Vanderbilt), “and I think that people now recognize that we no longer have that privilege. We have to change; we have to adapt. We keep hearing, over and over again, that there’s no going back to the way it was before, so let’s put things in place that will continue to help us move forward. Doing as much as we can digitally is the way to go.”

Speaking of the piles of 3-ring binders historically used for faculty promotion and tenure cases, Bajor (East Stroudsburg) advised: “We do not need to continue to recognize the permanence of this [paper-based] practice as the sole means for evaluating faculty talent. It’s not stated anywhere in the collective bargaining agreement, and it’s not the best method of assessing everyone’s talent.”

A key component of successful change management around faculty technology is communication, as several panelists mentioned.

When it comes to change, ventured Loshbaugh (Tulane), there is no such thing as communicating too much. She emphasized the need for an internal communications strategy, and high volume of communications, to effectively reach the people on campus whose workplace routines you want to change.

And Natalie Pelham, Senior Director of Training and Development at the American College of Education, gave the example of the dozens of self-guided training resources their institution had provided. These specialized materials walk all academic employees through how to do the full scope of their job online.

“Little treasure chests of data”

When it came to advice the panelists would give to institutions considering a move to a faculty information system, the panelists stressed the importance of consulting the right people on campus.

Seppala (University College London) spoke of the highly positive experience she had had when pursuing an innovative and non-traditional use case for their digital platform (Interfolio Faculty Search) that their institution’s situation called for.

“Don’t be afraid to ask for something that doesn’t seem to be in the system,” encouraged Seppala, “because it might be possible.”

Certa (Vanderbilt) advised peers considering the move to a faculty information system to thoroughly interview the individuals on campus who, historically, handle data and paperwork around faculty hiring, tenure, promotion, CVs, and activity reporting.

“It’s very likely,” said Certa, “that all of your areas are keeping little treasure chests of data that they have developed over time… And these might not be higher-level people in the unit. This might be your boots-on-the-ground administrative assistant.”

Faculty rising to the occasion

Overall, all panelists emphatically praised the spirit of giving and goodwill exhibited by faculty, staff, and leadership on their campus during this time.

“I can’t tell you how many faculty members have leveraged this time of crisis to become absolutely fantastic online educators,” says Bajor (East Stroudsburg).

When we asked the panel what the least challenging thing has been, all panelists said some version of “working together as a team.” In various ways, they reported, faculty and staff have displayed admirable flexibility and collaboration, regarding both their student-facing and administrative responsibilities.

“I must say,” said Seppala (University College London), “I just feel that our faculty and our professional services staff have been very flexible, and they’ve been doing more than we ever expected… There’s been a lot of goodwill and effort on the part of our faculty as well as our admin team.”

***

Interfolio is committed to helping the global faculty affairs community and academic leadership continue to play their pivotal role throughout these changing circumstances. 

If you have questions about moving higher education operations online or business continuity in these trying times, we welcome inquiries or conversation at team@interfolio.com

Advice from the Faculty Affairs Community for Your Digital Transformation

Long before the 2020 COVID-19 pandemic appeared, a growing group of colleges and universities had already made the transition to online processes around faculty evaluation, hiring, and data reporting.

This eBook draws upon Interfolio’s recent digital roundtable conversation, as well as an associated survey of faculty affairs professionals, to share what’s challenging, what’s worked, and what steps you should take

Download the free eBook to understand:

  • The primary challenges that faculty affairs professionals face around managing faculty online in the present time
  • What solutions are working to take faculty evaluation workflows, hiring, and data online
  • Advice for success from your peers who have undergone a digital transformation of faculty affairs
Download the eBook:

In Conversation: Adrianna Kezar + Andrew Rosen

Thursday, June 18, 2020 / Noon – 1 PM ET

Join Andrew Rosen and Adrianna Kezar for a discussion about the pressures on higher education and the future of faculty.

As colleges and universities prepare for uncertainty with respect to tuition and research revenue, state funding, and endowments, many institutions are also exploring the expansion of revenue opportunities.

While it is obvious that COVID-19 will have short and long term impacts on the business of higher education, what are the implications on tenure, non-tenure track, and contingent faculty? Are we witnessing the dawn of a new era in this existential crisis?


About our featured guests

About Adrianna Kezar

Adrianna Kezar is the Dean’ s Professor of Leadership, Wilbur-Kieffer Professor of Higher Education at the University of Southern California, and Director of the Pullias Center for Higher Education.  A national expert on change, governance and leadership in higher education, Kezar is regularly quoted in the media, including The New York Times, Wall Street Journal, USA Today, The Atlantic, Boston Globe, Washington Post, PBS, and NPR (national and local stations), among others. At the Pullias Center, Kezar directs the Delphi Project on the Changing Faculty and Student Success, and is an international expert on the changing faculty. Her latest book is The Gig Academy: Mapping Labor in the Neoliberal University (October, 2019). 

About Andrew Rosen

As CEO at Interfolio, Andrew Rosen brings a proven track record of successfully introducing and scaling innovative, problem-solving technologies into new markets. Andrew started his career as an early co-founder of Blackboard where he and the team successfully built and scaled the Learning Management System throughout the education marketplace. After taking Blackboard public, Andrew left to grow Presidium Inc., an early education start-up focused on end user support services and then joined the Education Advisory Board as General Manager of its Education Technology. At EAB, Andrew and his team evolved analytics and predictive modeling technologies to address the rising issues around student retention and student success. Most recently, Andrew served as the Sr. Executive Vice President and Head of Product at MicroStrategy, a world-class enterprise analytics platform company.


Free eBook: Rapid Digital Transformation for your Faculty Affairs Processes

Compiled and published in the time of COVID-19, our free eBook pulls together best practices around online faculty evaluations and professional reviews, planning ahead for future digital transformation, and more.

This post continues our series by a onetime academic job seeker, now academic-at-large, containing advice on how to support grad students, now more than ever.

American grad students, who are already living on small stipends and facing soft job markets, have been hit hard by the coronavirus pandemic. Access to research materials is difficult, with labs and libraries closed and travel curtailed for the foreseeable future. Students with caregiving responsibilities may find themselves with very little time to work with the materials they do have with them. And in many fields, thanks to hiring freezes, the job market has gone from “pretty bad, but you might swing something, if you’re lucky” to apocalyptic—adding a new layer of fear to their pandemic experience. Yet many report that they don’t feel supported by their departments at this time. What can you, a faculty member who works with grad students, do to help?

Don’t assume that “grad student” = young and unencumbered 

If you think of grad students as cloistered and research-driven—garret-dwelling or lab-bound,  without much of a life beyond their work—it might seem that, for them, the pandemic is simply a fine time to get a lot done, without those pesky happy hours interfering. But that’s not necessarily the case. We’ve all heard the famous “Isaac Newton invented calculus while hiding out from the plague” story, but that story isn’t entirely true—and besides, Isaac Newton had no toddlers. Grad students may be caring for children, parents, or sick family members; some may have more time to work, but some may have way less. 

Try to provide as much clarity as you can 

Some of the worst impacts on grad students seem to be related to confusion around expectations. 

  • Some STEM grad students don’t know if they’re supposed to be physically present in their labs
  • Humanities grad students don’t know whether they’ll be given extensions on their funding packages
  • Nobody knows what will happen with the job market in 2021

Several of these unknowns are true unknowns, and some could be clarified by institutions. 

Reporting for Inside Higher Ed, Colleen Flaherty wrote that many departments want to be clearer with their students, but don’t, themselves, have clarity from administrations on what’s going to be expected of grad students during this time. If that’s the case, faculty should try to let grad students know that they are aware of these questions, and that the department is pushing to get them answered ASAP.

Try to make extensions and allowances standard

As with so many things related to the impact of the coronavirus, the impacts on individual grad students are going to be very hard to quantify. It might be better to simply adopt a universal policy relating to coronavirus disruptions, than to make people account in a granular way for what’s happened to them during this strange period. 

Jan Tattenberg, a doctoral student in history at the University of Oxford, argued that systems like his department’s—they require students to log how they spent their time during the pandemic in order to petition for extensions based on harm done to research and productivity—fail to take into account the mental health impacts of isolation during a global pandemic.

“I will lose work time because I will wonder if any of it is worth it, given the state of the world right now,” he tweeted. “I will lose work time because I miss my friends. And I don’t know how I quantify any of this. Or if any of it would be accepted.” 

Consider their immediate financial need

Finally, programs should appreciate the wrench the pandemic has thrown into plans that students may have put in place to support themselves during the summer break—a notably bad time for grad school funding, in the best of years. If there is a way to use institutional funds to provide short-term teleworking jobs, or simple grants in aid, to students who need summer coverage, it should be considered. “Individual faculty,” Duke professor Gabriel Rosenberg suggested in a tweet, “who have fungible research funds previously earmarked for (now impossible) travel and archival work should consider creating and self-funding flexible RAships”—especially if those funds have expiration dates. 

What are some ways you are supporting graduate students right now? Share with us on Twitter.

Across higher education, the COVID-19 pandemic has shown academic affairs and faculty development offices the value of online faculty evaluation systems and personnel processes. 

Obviously, the current circumstances are still forcing a range of very immediate needs to be addressed around the continuity of daily operations at academic institutions. 

However, once immediate continuity needs are somewhat settled, many college and university leaders may now be considering how to achieve a digital transformation around faculty affairs in the longer term. Interfolio has helped many higher education institutions make this transition.

If you are considering how you can successfully and securely manage faculty review workflows online going forward, here are a few early factors to consider:

  1. Audit your faculty review types
  2. Assess how centralized (or not) your processes are today
  3. Assemble the right team
Download our free white paper on evaluating new systems for promotion and tenure:

A Note: Pairing Data with Academic Personnel Decisions

Intentionally, this post focuses on considerations around faculty review, promotion, and tenure workflows—that is, bringing the classic three-ring binder online successfully.

Yet the decision workflow is just one piece of bringing faculty affairs online. Clearly, there is a natural connection between conducting reviews of scholar accomplishments and your institution’s overall handling of faculty activity data. 

You can certainly focus just on what’s needed to get up and running online soon with the formal review processes—many of our clients have done that. 

However, you will see the most far-reaching benefits if you also bring CV information into a devoted faculty data hub. That way, your formal review cases can simply draw upon the existing data and materials in the system. If you’d like to learn more, a great starting point is our free white paper on data in faculty affairs.

Factor 1: Audit your faculty evaluation and review types

Even if your current focus is on complicated, labor-intensive types of faculty evaluations, it would be valuable to consider the broader picture for your future success. 

Before you get too far in your planning, we recommend you make time to list out all the types of academic professional reviews that take place at your institution. Briefly note down which people or offices are involved in each process today. 

Here is a sample list of situations that require formal reviews of scholars’ information and materials:

  • Appointment
  • Reappointment
  • Annual review
  • Tenure
  • Promotion
  • Merit reviews
  • Sabbatical and travel leave
  • Funding and fellowship applications

Of course, in your list, it is best to use the actual terms that your own institution uses—you should not end up having to change them even when you go digital. 

If you approach the solution as not just “taking tenure online,” but rather start to see all faculty professional review scenarios as online activities—because they can be!—you will get the most mileage out of whatever solution you arrive at.

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Factor 2: Assess how centralized (or decentralized) your processes are today

Almost all colleges and universities have a “master” faculty handbook that governs the universal policies around professional reviews of teaching and research faculty members. 

However, beyond that universal handbook, academic institutions differ widely from one another in terms of such aspects as:

  • School-/college-specific requirements
  • Discipline-specific materials
  • Committee evaluation process
  • How involved the candidate is
  • How much information needs to be collected

To understand how centralized (or not) your institution is, you may need to draw out high-level flowcharts for each of your major academic units, such as a school, college, or division. 

Sometimes there is much more variation between academic units than anyone at the top assumed. In other cases, faculty reviews are much more similar between units than the faculty affairs director would have guessed. 

The degree of centralization influences the questions you’ll need to answer, including file type requirements, the need for fielded form data versus uploaded documents, and the transparency needed for faculty candidates.

In Interfolio’s work on taking faculty evaluations online at various higher education institutions, we have found that this “mapping” exercise frequently leads to discoveries that have real impact on the digital transformation effort. 

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Factor 3: Assemble the right team

In order to make a successful transition to online faculty professional reviews, you’re going to need to secure buy-in from a lot of people—including faculty, leaders, and staff. In order to do that, you’ll need a core team of champions in the right positions across campus. 

You don’t need to set your entire team in stone from square one. But you will want to have an idea of who could occupy the following roles:

Project leader (visionary). There needs to be at least one person who is really driving the change forward, maintaining a clear sense of where your school needs to move “from” and “to.” The majority of the time, this is someone in faculty affairs or the provost’s/dean’s office who is explicitly tasked with faculty development or tenure. Or someone else, as long as they really believe in the unique needs of faculty reviews. If this topic really speaks to you… you might be this person!

Institutional implementation lead (Power user!). You’ll need someone who has great first-hand familiarity with the processes as they are today. This person makes sure that all the new technical actions and tools truly meet your practical needs. Often this is someone in a manager or coordinator role in the academic leadership offices (faculty affairs, provost, dean), but it may also be someone in the library, HR, or occasionally IT. Regardless, they must relate to the faculty perspective.

Executive sponsor. This person has the visibility and the authority to show the whole institution—when the time comes—that:

  • This transition is real
  • It matters and is really worth it
  • We are doing it

Often, this is the provost or an associate provost. Identifying and recruiting a strong executive sponsor early on in this process is absolutely essential for faculty, staff, and peer administrators to ultimately embrace the transition.

Institutional technical lead. This is someone in IT who has the familiarity and the authority to ask the right questions and solve potential technical roadblocks. They need not be the CIO/CTO, but they must realize the value of making the change to online faculty reviews and activity data.

Ultimately, other people will get involved. But, as one Interfolio trainer at a major public research university told us: “Start the process as early as possible. I really don’t think it’s too soon to communicate and get out there the idea that change is coming.”

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Thinking about online faculty reviews, data, or appointment management next year? Start with our free white paper on evaluating promotion and tenure systems, and contact us soon with any questions.

View our other COVID-19 resources for faculty and higher ed.

We are pleased to announce that Faculty Information Systems were included as one of the “Top 10 Strategic Technologies Impacting Higher Education in 2020” in a recently released Gartner research report.

Interfolio continues to see strong adoption rates and near-universal renewal among institutions using its unique Faculty Information System, which provides holistic, scholar-first capabilities to support the full academic lifecycle. Gartner’s research points to the Faculty Information System as a strategic technology investment for institutions, noting that “institutions that lack the ability to accurately and quickly leverage faculty information run the risk of falling behind competitors that can use this information to obtain greater research funding and heightened reputation, among other things.”

As higher education faces additional pressure and faculty embrace a shifting role, institutions are looking for solutions built specifically to address and streamline the complex challenges facing the faculty workforce. Higher education leaders need to articulate the collective impact and expertise of faculty to students, funders, communities, and other stakeholders.

FISs identified as a Top 10 Strategic Technology 

Gartner’s research points to Faculty Information Systems as a strategic technology investment for institutions, noting that

“institutions with robust FIS functionality will also gain insights to drive efficiencies and effectiveness by optimizing this valuable HR and key capability in the higher education business model.”

Coupled with the strong market growth we’ve seen, we believe Gartner’s research provides powerful validation of Faculty Information Systems and the strategic capabilities that FISs provide to help institutions support faculty and foster greater trust, transparency, and collaboration.

The research from Gartner found that “in many ways, FISs represent a new category of system, especially when considered as a collection of different tools and modules. They represent a growing need and interest in tracking all aspects of faculty data. These systems will enable the institution to maintain a single source of truth for faculty members on their credentials, careers, teaching, research and support aspects of faculty personnel administration.” 

Faculty drive every aspect of Institutional strategy and success from tuition and funded research revenues, associated costs, student success, governance, equity, reputation and rank; Interfolio’s FIS makes visible the contributions of faculty to enable institutional success while creating significant efficiencies.

Looking ahead 

For more than two decades, Interfolio has developed groundbreaking technology to support faculty at every phase of their academic careers. More than 700,000 scholars worldwide use Interfolio’s Dossier to track and manage academic materials. Over 100,000 researchers have found jobs, and 80,000 have completed a review or gained a promotion using Interfolio in the last 20 years.

In the coming year, Interfolio will continue to focus on greater interoperability between the Faculty Information System and its newest product, Lifecycle Management, which allows for strategic management of faculty appointments. The company will also launch new reporting and analytics capabilities to unlock modern insights into faculty data contained in the Faculty Information System and demonstrate the impact of faculty and institutions.

Gartner, “Top 10 Strategic Technologies Impacting Higher Education in 2020,” March 2020


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