FOR GENERAL DISTRIBUTION Discussion Guide: This discussion guide is an accompaniment to the draft Faculty Complement Foundational Document and provides context to the document as well as posing a few focused questions to guide the discussion of the draft document. Focus Questions: 1. What are the top three ideas addressed in the document? 2. What ideas expressed in the document should be redefined? 3. What gaps do you see in the document? Feedback: Please provide written feedback to the steering committee by contacting Kyla Shea, strategic planning and projects officer, institutional planning and assessment. Email: kyla.shea@usask.ca Phone: (306) 966-4685 Context and Purpose of the Foundational Document As excerpted from the Terms of Reference approved by University Council on March 7, 2005. With roughly one-third of the nation’s faculty expected to retire by 2010, the Strategic Directions appropriately identified the global competition for faculty as a hallmark of the first decade of the 21st century. Given the defining nature of decisions associated with the faculty complement for the University of Saskatchewan over the next 30 years, and the turnover of faculty we anticipate in the immediate future, there is a pressing need to be certain that we have the policies and processes in place to support our goals and aspirations and that we deploy all of the university’s resources most effectively to our teaching, research, and outreach mandates as we seek to become one of the most distinguished universities in Canada and the world. The University of Saskatchewan is already in the midst of significant turnover of its faculty complement; this is expected to accelerate to 2010 and slightly beyond. The Strategic Directions provide guidance on who we should attract: “intensify our commitment to the recruitment, support and development of faculty who meet international standards” and the changes we need to contemplate: “create a university complement plan which provides more flexibility within the appointments process, encourages faculty who embrace the teacherscholar ideal, and facilitates collaboration across units and disciplines to build critical mass.” A Framework for Action: The University of Saskatchewan Integrated Plan 2003 – 2007 calls for (page 39) a Faculty Complement Foundational Document “to address a full range of issues related to faculty recruitment and retention.” It suggests that the Foundational Document “is likely to propose different kinds of faculty appointments including genuine joint appointments and appointments to units other than departments and colleges.” Discussion Guide Purpose The primary purpose of the Faculty Complement Foundational Document is to provide an overarching vision for the nature, composition, recruitment and retention of the University of Saskatchewan faculty complement over the first 20 years of the millennium. Building on best practices at other universities, in Canada and elsewhere, as well as the initial work completed in the development of College Complement Plans for the 2004-2007 planning cycle, the Faculty Complement Foundational Document is expected to, as a starting point: Define what is meant by the term “faculty” in the context of the broad institutional commitment of the university and its partners to the creation, integration and application of knowledge within a dynamic framework of teaching and learning; Develop an institutional plan for appointment categories to realize this broad institutional commitment, including: providing guidance on the relative proportion and mix of our faculty complement; exploring opportunities for joint appointments with co-located non-university organizations; ensuring equity and other diversity goals are realized; and providing the flexibility that is needed to make the most of research groups and interdisciplinary initiatives; Project the future size of the faculty complement and the financial and infrastructure support required for the university as part of a growing province and community; Provide guidance on strategies to attract and retain outstanding faculty, and to engage and fully utilize the expertise and skills of retirees, adjunct faculty and community based clinical faculty; and Develop a set of principles to take maximum advantage of the existing pool of talent and expertise available on the campus and to provide opportunities for faculty to contribute to the overall institutional goals by meeting individual and institutional objectives. Through the development of a Faculty Complement Foundational Document, the University of Saskatchewan has committed to investing in dialogue and research aimed at the nature and composition of its teaching and research faculty and the technical and support staff required to ensure that they meet their potential. The vice provost will lead this dialogue, which will require a broad-based consultative approach. Discussion Guide The following timeline shows the development of the Faculty Complement Foundational Document (FCFD) as well as relevant changes which have arisen through collective bargaining. 2004–05 Steering committee formed; initial meetings and draft work plan developed; background documents and statistics reviewed. Key issues in FCFD identified as: joint appointments; teaching or alternative faculty stream; recruitment of faculty and compensation issues (salary and merit); and workload and continuous contributions of faculty. March 7, 2005 Terms of Reference approved by University Council April 2, 2005 Workshop to discuss key issues 2005–07 Faculty bargaining underway Work on FCFD suspended until bargaining concluded 2007 New collective agreement covering 2005-07 and 2007-09 signed Joint appointments Memorandum of Agreement on flexibility on starting salaries Letter of Understanding on refreshing university and college standards for clinical appointments Continuous contributions through Article 11 assignment of duties FCFD steering committee reactivated and begin reviewing plans for drafting document. September 2008 – March 2009 Steering Committee meets regularly Discussion draft shared with department heads, deans and Planning and Priorities Committee, Human Resources, U of S Faculty Association (USFA) 2008–09 Begin bargaining with USFA for a one-year agreement 2009 2009–10 2010 Sign one-year extension with USFA for agreement 2009–10 Competitive salaries More merit funds available Begin faculty bargaining for a three-year agreement MOA on scope signed to bring all full-time faculty into USFA, irrespective if funding source Work on FCFD suspended until bargaining concluded Sign new collective agreement 2010–13 Academic programing appointment MOA #14 now integrated into CBA More merit funds added to CBA MOA on spousal hires MOA on teaching by non-members September 2010 – April 2011 Steering Committee meets regularly Focus groups to inform the document June 2011 Draft is shared with community Discussion Guide