External Review of the Economics Department at UTM By John Ham, Professor and Chair, Department of Economics, University of Southern California and Michael Veall, Professor and Chair, Department of Economics, McMaster University December 13, 2007 Overview On November 14 and 15, 2007, we visited the University of Toronto Mississauga to conduct our review of the Department of Economics. Our meeting schedule is attached. We are particularly grateful to Economics department secretary Ms. Amber Shoebridge, Administrative Co-ordinator Lorna Taylor, Economics Department chair Varouj Aivazian and Ms. Norma Dotto of the Department of Political Science for their considerable help during our visit. We are also very grateful to impressive Economics undergraduate students Carol Sun and James Zhang for a university tour and for their help during our meeting with approximately 15 undergraduate students from various levels. We had previously examined materials provided by the Assistant Dean including a very effective Department self-study, CV’s of Department members and a variety of university documents such as the UTM Steps Up Academic Plan. Overall, there is good news and there is bad news. The good news is that on a per capita basis, the Department of Economics at UTM is undoubtedly one of the top few Economics research departments in Canada. The principal reason is the amicable and effective arrangement with the St. George Campus, encouraged by a UTM administration that has wisely not tried to impose a one-size-fits-all regimen on the relations between UTM departments and their St. George counterparts. The students we spoke with seemed reasonably representative and they credibly indicated that they were by and large happy with the Department. (And they weren’t happy about everything, e.g. parking.) In particular, they did not complain about access to faculty, which was something we were listening for given that some faculty spend the majority of their time at St. George. But when such faculty are at UTM, many are very giving of their time to students so that UTM Economics students conceivably have better faculty access than their St. George counterparts. The bad news is that the good news is clearly not sustainable at current resource levels. The most critical short-term factor is a shortage of departmental administrative staff (exacerbated by the existing staff not being permitted to use modern software in enforcing minimum grade requirements and prerequisites and more generally by an apparent lack of cooperation from the Registrar’s Office). In the medium-term, more tenure-stream faculty are needed. If that complement is not increased in the next year or two, the high and growing ratio of students to tenure-stream faculty will compromise the quality of education to the point where the quality of a degree from this program will noticeably deteriorate. Faculty and Chair The faculty are very productive in terms of research, and in our view recent hires are probably stronger overall than the faculty hired over the same period at the St. George campus. This quality of faculty is remarkable given how mobile Economics faculty are. The quality of hiring is directly attributable to the close relationship the UTM economists have with those downtown. Any attempt to weaken this connection will result in a rapid outflow of faculty to other universities and an overall decline in faculty quality. As noted, we believe that the students are happy with their classes by and large, so we believe that teaching is at a good level of quality and the faculty are available to the students. However, approximately 40% of classes are taught by non-tenure stream faculty1; while such faculty can sometimes bring useful experience to the classroom, it is easy for them to lose track of the frontier. Non-tenure-stream faculty cannot address the major teaching shortfall emphasized by the students and faculty: the insufficient number of third and fourth year classes. If this cannot be addressed the quality of degree that can be offered by this program will fall, relative to say the same degree offered at the St. George campus. And while sometimes UTM is able to offer smaller class sizes than St. George, there are still serious problems. For example an undergraduate economics statistics/econometrics section of 130 students cannot provide significant “hands-on” applications, which is a serious drawback. (Note that practical econometrics skills are extremely attractive to potential employers, but that a student knowing econometrics only in theory is not nearly as attractive.) The solution is more tenure-stream faculty and finding the space to put them in, given the department appears to be quite constrained in terms of space. The faculty seem relatively happy although they are concerned about the lack of staff support, because, as we discuss below, they feel the staff are overworked. Some faculty mentioned they felt that Economics received low priority when the Registrar’s office allocated rooms for teaching. A number are concerned about who will be the next chair after Dr. Aivazian, who is regarded to be doing a very good job. (More generally, every faculty member we spoke to expressed a concern for the future, with the principal worries being the effect of the growth of enrolment on quality and a concern that the UTM Administration would not support the Department.) Professor Aivazian does face the challenge that many faculty would prefer to teach downtown, and that this can become a negotiating point when faculty get outside offers. The problem is that many faculty live downtown, so that teaching at UTM involves both commuting and being restricted to a one semester graduate class a year. A natural way of dealing with this would be to give faculty an incentive to teach at UTM in terms of a slightly lower teaching load (e.g. one less semester course every few years) or greater 1 This 40% does not include the large number of classes taught by a permanent lecturer, who we believe does an excellent job, but is appropriately deployed to teach first and second year classes. research support. Administrative staff support for faculty has diminished in recent years and is probably lower than that on the St. George Campus, again adding to the pull of faculty downtown.2 There is the issue of whether UTM Economics should develop specialized professional masters degrees. This is a possibility for the future but we believe that UTM Economics is too understaffed for such an undertaking at this point. Further, faculty feel they were promised some of the additional revenue from the Commerce students (they provide about half the courses for this group) and that this revenue never materialized. It is important for the institution to deal with this existing issue before new initiatives are discussed. Students As noted, the students appear quite happy with the program and the attention they are getting. They have an active Economics Club (with 200 members) which could be used to encourage giving to UTM Economics in the future by staying in touch with members, or having a membership category for those who have graduated. The students very much like the opportunities to be TA’s and to have tutorials led by senior undergraduates who have recently taken similar courses.3 Hence we think the current practice of using undergrads as tutorial leaders in the 100 and 200 level courses serves the students well. Graduate TAs still do some tutorials at that level and most of the grading (as is appropriate) and, in any case, undergraduate students have the opportunity of meeting graduate TA’s in more senior level courses. They are also pleased with the job Ruby Mack does in advising them, even though she is overstretched. However, we would note that the students have several concerns that we believe to be legitimate. First, Commerce students resent the fact that there is a separate Commerce placement centre on the St. George campus and that they have the lowest priority at this centre. Students feel that UTM should fund a similar centre on the UTM campus. More generally, it seems likely that there will be growing dissatisfaction as Commerce students pay premium tuition to attend overlarge classes along with students who have not paid the premium. Such dissatisfaction could well compromise undergraduate student recruitment. Both Economics and Commerce students feel that they need better advising in terms of what courses to take to prepare them for graduate school in either Finance or Economics. This should be straight forward, but will require the students being encouraged to take MAT 135 instead of MAT 133. MAT 133 is meant to be a terminal course and is insufficient preparation for graduate school. Further, MAT 133 cannot be used as a 2 One faculty member said the biggest drawback to him with respect to UTM was the bus. If he could work on the bus, he would be happy (and would be prepared to pay higher bus fare). But the bus is too crowded and is not physically appointed (e.g. no interior lights) to allow work. This may seem an unusual point to raise in this review and no doubt it is tough to deal with, but better bus service would be consistent with the institution valuing the time of its faculty and students as they interchange with downtown. 3 Faculty also feel undergraduate TA’s are performing well in this role. prerequisite for the linear algebra class MAT225, which is very helpful for econometrics ECO 327 as well as graduate study. There is some feeling that the Registrar’s office is encouraging students to take 133. Otherwise this is simply a matter of posting on the department web site the suggested course of study. The students also feel there is too much game theory and too little consumer theory and models of asymmetric information in ECO 206 (intermediate micro with calculus) and ECO326 (advanced microeconomic theory). We share this concern since game theory is primarily used in Industrial Organization, and consumer theory and models with asymmetric information are more helpful for courses such as international trade, labour economics, urban economics, public economics and financial economics. Thus we would encourage the department to broaden the content of 206 and 326. Some economics undergraduate students (and most faculty) felt too many weak students were being let into the Economics major. This tends to lower the value of the Economics major both by producing weaker majors, and by the poor students slowing down classes and limiting the amount better students can learn. This is in part the motivation for putting a minimum grade in the core courses before a student can proceed to upper level courses. (USC and McMaster have such restrictions.) Unfortunately this minimum grade is difficult for the staff to impose since the Navigator software used by the Registrar’s office does not allow them to check for grades in core courses; moreover the staff are precluded from using alternative software that would allow them to impose the minimum grade restrictions, and must check grades by hand. This restriction on alternative software makes no sense to us. Finally, a weak link in the admission to the Economics major seems to occur in the beginning of the Fall semester, as we have been told that the Registrar’s office lets transfer students into the Economics major without consulting the department. Staff The department is seriously understaffed in terms of support people and should be allowed to hire the staff member it has requested as soon as possible. This additional staff member would assist Amber Shoebridge in her office duties, and Ruby Mack in counseling students and checking prerequisites and minimum grades. Having a secretarial staff of one for a growing department of this size seems lean beyond reason and the counseling ratio is simply shocking: other universities whose counselors perform similar roles would have two or three counselors for this many students. Given this, we feel Economics would be justified in asking for two additional staff instead of one additional staff member but it has been both creative and restrained in designing a single position that it feels will suffice. We asked for the job description and have attached it for emphasis. Further we believe it is essential that Economics be allowed to use appropriate software for enforcing prerequisites and minimum grades if the Registrar’s office software is not upgraded to do this. Summary and Conclusion This is a first-rate department. It has faculty that are coveted internationally yet has managed to retain most of them largely through a solid relationship with St. George. It has succeeded in maintaining successful degree programs that by and large satisfy students. It is also not a department that whines. Its concerns are real but it is prepared to be cooperative with UTM Administration. Unfortunately, it would also be an easy department to ruin. The fast way would be for the Administration to interfere with the St. George relationship. The somewhat slower way would be for the Administration to let it starve as it takes on more and more students. The support staff situation is pretty close to the breaking point. The need for tenure-stream faculty is not quite as pressing, but if it is not addressed in the next year or so, the Department will take the message that the institution does not really care about the quality of the program and the degrees it issues. Disengagement by the faculty in this situation is certainly possible, and some would argue even likely. APPENDIX A FIRM SCHEDULE FOR DEPARTMENTAL REVIEW Wednesday 14th November 8.55 – 9.00 Met by Chair or Chair’s Secretary In front of main entrance of South Building 9.00 – 9.45 (UTM Dean) Gage Averill 3125 South Building 9.45 – 10.30 (UTM Chair) Varouj Aivazian 251 Kaneff Centre 10.30-11.15 (UTM Faculty) Gueorgui Kambourov, Angelo Melino 251 Kaneff Centre 11.15 –11.30 15 minute break 11.30-12.00 (UTM Faculty) Andres Erosa 251 Kaneff Centre 12.00 – 12.30 Escorted Campus tour ending at CCT Building 12.30 – 1.30 Lunch with Undergraduate Students CCT Building 2112 1.30 – 1.45 Escorted back to Kaneff Centre by Chair’s Secretary 1.45 – 2.15 (St George Chair) Arthur Hosios 251 Kaneff Centre 2.15 – 2.45 (UTM Faculty) Lee Bailey 251 Kaneff Centre 2.45 – 3.15 30 minute refreshment/reflection time 3.15 – 3.45 (Acting Associate Chair) Gordon Anderson 251 Kaneff Centre 3.45 – 4.30 (UTM Faculty) Carolyn Pitchik, Shalini Sharma (after 4.10) 251 Kaneff Centre Thursday 15th November 9.00 – 9.15 Met by Chair or Chair’s Secretary In front of main entrance of South Building 9.15 – 9.45 (UTM Faculty) Andreas Park 251 Kaneff Centre 9.45 – 10.30 (UTM faculty) Rob McMillan, John Maheu 251 Kaneff Centre 10.30 – 10.45 15 minute break 10.45 – 11.15 (Associate Chair) Miquel Faig 251 Kaneff Centre 11.15 – 12.00 (Administrative Staff) Shoebridge, Mack, Taylor 251 Kaneff Centre 12.00 – 12.30 30 minute reflection/ refreshment time 12.30 – 1.00 (UTM Chair) Varouj Aivazian 251 Kaneff Centre 1.00 – 1.30 Final meeting with Principal Ian Orchard (in place of Dean) 1.30 onwards Lunch at Rosewood Inn / further reflection time (if requested) APPENDIX B PROPOSED JOB DESCRIPTION, ADMINISTRATIVE STAFF Position Title: Academic Assistant Department: UTM Economics Purpose: Under the direction of the Associate Chair and reporting to the Administrative Coordinator, the incumbent provides a range of administrative functions to support the efficient running of the undergraduate Economics programs and related student activities. The incumbent assists and advises the Associate Chair with matters pertaining to the hiring, allocation and general management of Teaching Assistants within the Department, prepares and processes contracts and related paperwork for Teaching Assistants and Sessional Lecturers and maintains accurate records of all persons employed as such; assists the Academic Counselor with academic administrative functions such as prerequisite checks and Student Opinion Surveys and may also assist with counseling duties at peak times; assists the faculty members in course related administration such as the preparation of materials and course outlines; reviews and maintains the Departmental website, ensuring the site is regularly updated and posting all advertisements, announcements and student-related materials as necessary; acts as back-up to the Departmental Secretary, covering the Departmental Office for vacation/sickness periods and assisting with general office duties at peak times; acts as liaison between the Department and Student Societies; participates in special projects and initiatives as required by the Chair and Associate Chair. Qualifications: Education: Experience: Other: Undergraduate degree or post-secondary diploma or acceptable equivalent combination of education and experience. Minimum of three years related experience, preferably in an academic environment (this may include working for the Department as a Teaching Assistant.) Thorough knowledge of University and Department policies and procedures and of relevant programs a definite advantage. Proficient use of Microsoft Office software products (particularly Word, Excel and Outlook); knowledge of Dreamweaver (HTML); strong preference given to experience with university systems (ROSI, SAMI, Corporate Time, Blackboard). Must have excellent verbal and written communication abilities with emphasis on exceptional customer service skills; must be self-directed and highly organized with excellent attention to detail; must possess tact and diplomacy, be a strong team player; and have the ability to maintain appropriate levels of confidentiality. Must be able to multi-task and prioritize tasks to meet deadlines. Materials Equipment & Outcomes: Equipment Used: Normal office equipment including PC, fax, photocopier, printer, scanner and telephone with voicemail. Outcome/Consequence of error: Failure to properly prioritize or manage tasks, or meet deadlines could compromise the smooth running of the Department. Errors in judgement and technical accuracy in relation to student records, or incorrect information disseminated, could lead to severe repercussions for students, potentially delaying students’ completion of courses or programs. This could cause severe embarrassment and negatively impact the reputation of the Economics Department and the University. Errors in matters relating to teaching assistant administration will affect the perceived quality of the Economics undergraduate programs and negatively affect student experience. Errors in accuracy of employment advertisements and/or contracts could cause embarrassment and lay the Department open to potential grievance or financial loss. Duties: 40% • • • • • Academic Administration Duties: Assists Associate Chair in administrative matters relating to hiring of teaching assistants and sessional instructors. Assists the Associate Chair with the allocation of teaching assistants, especially in the larger courses. Acts as liaison between the Head TA, the Associate Chair and the instructors in matters pertaining to allocation of teaching assistant support and invigilation issues. Appraises Administrative Coordinator of any changes in teaching assistant support which may affect contracts and/or payroll. Maintains records of all persons employed as Teaching Assistants. Assists in the organization and coordination of tutorials for multi-section courses. Acts as first point of contact with TAs regarding office hours, room bookings and other administrative matters. Prepares and posts in all required formats the advertisements for hiring of teaching assistants and stipend / sessional instructors at appropriate times of the year; circulates the advertisements electronically to members of the Departmental applicant ‘pool’ as required, forwards electronic copies to all required recipients such as the Union. Receives and organizes the applications for the postings, and communicates them to the Associate Chair. Maintains an accurate and up-to-date record of the Department ‘pool’ of applicants. Sends out email notifications to unsuccessful applicants on the direction of the Associate Chair. Ensures that all above hiring • • • • • 30% • • • • • • • 10% • • • processes are done in compliance with the terms of all current University regulations and pertinent Collective Agreements. Under direction of the Administrative Coordinator, prepares the contracts of employment and other relevant paperwork for successful applicants for TA and stipend / sessional instructor positions. Follows up to ensure paperwork has been accurately completed and returned to Department in a timely fashion. Forwards paperwork as directed by the Administrative Coordinator. Maintains, organizes and updates the Department web page. Assists professors in setting up web pages for courses and preparing course outlines. May assist professors with Blackboard setup and use. Prepares teaching evaluation dossiers for individual faculty members at the request of the Associate Chair or Chair. Prepares departmental related statistical reports as requested by the Chair or Associate Chair. Academic Student Related Duties: Assists with the answering of admission enquiries from prospective students, transfer students and parents of prospective students. At peak periods, assists the Economics Academic Counselor in the advising of students registered in the UTM Economics programs by meeting with students individually to determine their needs and answer all of their questions pertaining to program requirements. This includes, but is not limited to course prerequisites, POSt checks, POSAs, possible course selection, and certifying whether they have completed all program and degree requirements of the University to meet their academic career goals. Checks and verifies course prerequisites during course registration. Removes students who do not fulfil the prerequisite requirements from courses, and communicates with them via email to inform them of this action. Assists with the administration of course evaluations in all UTM Economics courses. Arranges for the processing and copying/scanning of the evaluation forms and dissemination of report results to appropriate faculty members and departmental administrators. Prepares annual (or as needed) reports related to course evaluation outcomes. Advises the Associate Chair on the award of scholarships. May assist Academic Counselor with other academic administration duties. Student Activity support Acts as backup departmental liaison with Economics student organizations. Works with Secretary and Economics student groups on special events. Acts as liaison with Commerce and Management program office to promote student activities and events. • • • 20% • • • • • • Maintains listserv for all students registered in Economics programs and circulates (weekly, or as needed) communications that may interest the students contributing to an involved and high-quality student experience. Updates website with news and events of interest to Economics students May sit on various committees or attend meetings relating to the student experience and advise Associate Chair or Chair on matters needing their attention. General administrative duties Acts as back-up for the Economics Secretary by assisting with office coverage and general administrative duties in absences / peak periods. Assists in dealing with student front-of-house queries. Assists with the maintenance of office files in an orderly, up-to-date and confidential condition. Distributing departmental mail including TA mail Photocopying, scanning, typing and general clerical duties Participates in special projects as requested by the Chair / Associate Chair. Advises the Chair / Associate Chair on all matters pertaining to the position. Challenges & Difficulties May Include: The position involves a varied workload which provides vital support to several administrative staff/faculty. The incumbent would need to be capable of working independently and taking initiative on many everyday or key tasks, with some direct supervision and guidance in areas such as assisting with student advising. The incumbent will need to be able to effectively prioritize and plan their workload to meet various deadlines and maintain quality service to the Economics Department, thus directly contributing to an excellent student experience. This position requires excellent organizational and time management abilities with an emphasis on strong customer service skills in relation to both students and faculty. The incumbent must have the ability to interpret and uniformly apply University policies and to use sound judgment in determining when to refer matters or seek approval for unusual situations. The incumbent must show sensitivity, tact, discretion and maintain professional decorum at all times while working with a wide variety of people with diverse backgrounds and under pressure. At times the non-routine nature of the work will require flexibility and creativity in managing duties effectively. Must be able to effectively function both independently and as a member of a team. Contact: These duties are accomplished through daily face-to-face and telephone contact with students, faculty, administrative staff, the Office of the Registrar, student organizations, general public, prospective students and other central University staff or administrative departments.