Thursday, December 18, 2008

All the best for Christmas

I am conscious that I have slipped up on my commitment ( to myself ) to post on a weekly basis - but the last fortnight has been two weeks from hell, from a workload point of view. Anyway, I am through that now (sort of) and about to take a break. I will be in territory which is seriously challenged from a broadband perspective, so I am not sure when I will next post, although I have a feeling I will be doing a lot of thinking that I would like to share.
I have enjoyed the dialogue on this site - thankyou to those who have shared your views. Next year I will focus on broadening my contacts and participating in discussion on some of the blogs I have been following with interest.
Meanwhile, have a happy Christmas and a relaxing break.
Cheers
Phil

Friday, November 28, 2008

Academic workloads - a few truths and a plea !

I have been dwelling on the analysis of our Work Environment Survey over the last week or so, and in particular that complex issue of workloads. Many Otago Polytechnic staff perceive their workloads as too high and unsustainable, and academic staff report the most dissatisfaction. And of the academic staff the more experienced and higher skilled staff - our principal lecturers - are the least satisfied. Now, I accept we have a major issue here, but it is very complex, to say the least. I have to confess to being somewhat at a loss to know how we can actually deal with this issue, but paradoxically the solutions are obvious!

So, at the risk of incurring some wrath, I would like to put some "truths" on the table:

Truth No 1: the obvious solution - hire more people to do the work we currently do - is simply not affordable. It would be affordable if we had an average EFTS:FTE ratio of 19/20:1, rather than the 14/15:1 we have now. This is about having more students in each class, but if we cannot achieve that we have to do other things - so some more "truths" follow.

Truth No 2: the second obvious solution to too much work is to remove work from the task list. For academics this includes:
- have fewer assessments. One of our Schools comes close to one assessment per course. Most have three/four per course and some have double that and more. But I constantly have discussions about this with academics who think reduced assessment activity is not possible and quality will suffer. This is not necessarily so at all, and even if having one assessment goes too far in some cases, two could work instead of three, three instead of four etc.
- don't spend unnecessary time in the classroom - ensure your time is very well used. And if I am not being too provocative: if you spend more than 10% of the time in class talking to powerpoints or OHTs you are wasting your time and that of the students. Unless of course they cannot read for themselves!

Truth No 3: work gets done faster and to a higher level of quality if we know what we are doing, i.e. if we are highly skilled - and as teachers, this means highly skilled as teachers, not just highly skilled in our discipline or vocation. Two skills in particular are needed: assessment design and course design. Now these are complex matters, but I fear that too many academics believe the contrary. As an interesting aside, try talking to our learning support specialists, who will tell you that a significant number of students present for help because they cannot understand the assessment task they have been set. And it is not because they are stupid, it is because the assessment is poorly specified.
The same is often true of course design - with courses focussed on content rather than the most effective learning strategies.
But a problem I see only too frequently - academics who will not take the time out to "sharpen their axe" ie to acquire the skills that will make their future workload so much easier.

Truth No 4: we each control the key resource which makes our workload sustainable or not - our time:
- we have to prioritise our work
- we have to manage the time we do have
- we choose to embrace options to reduce work or not
- we choose to build our skills, or not, when it is obvious we need more
- we choose to use technology which helps our efficiency - or not

Truth No 5: we all end up with a disproportionate amount of extra work if not everyone in our team pulls their weight. I have observed over the years that one negative person in a team of 10, or one who does not do their fair share, increases the workload of the others by a multiple of that 10%. And certainly leaves the entire team dispirited and feeling badly overworked.

Now I could come up with some other "truths", but these five will do for now. This is NOT "blame the victim". Rather, it is a "truth" (darn - that's the sixth one) that the victim has to be part of the cure. Nor do I resile from the fact that there are and always will be solutions to heavy workloads at the organisational level: streamlined processes, removal of unnecessary compliance and so on. But the organisational "cures" by themselves will simply not make enough of a difference. So, how do we bring about the changes in individual behavior? I am looking for wisdom on this one, so please - help!!

Friday, November 14, 2008

More on funding!

I have had quite a bit of feedback about the recent ODT article - all positive at this point, and some genuine enquiry as to what exactly is going on with tertiary funding. Actually, I tell a fib - one lot of feedback wasn't so complementary - that which came from TEC itself!

Now, it is understandable that TEC is sensitive to criticism about the funding of the sector - afterall, government votes the funding and they merely administer it. And they tell me they have set out to administer funding in a fair and transparent way. So, there are two issues for us to think about: is there enough money to fund an effective, high quality tertiary sector? Is the money that has been allocated to the sector wisely distributed?

Let's look at the adequacy question first of all. My view is a resounding "NO" - the sector suffers from systemic underfunding, and cannot even sustain its core business of teaching and learning, let alone meet a host of other objectives which government has set for us. How do I know this? Simply because there is hard (2007) data now available that shows that on average polytechnics lose money on core business - an average loss of nearly 9% in 2007, although I understand that one or two institutions may have managed a very small surplus. Overall, several institutions did return a small surplus in 2007, but this was a result of things like one off grants, interest earned on retained earnings and cafetaria profits! Bring on the polytechnic weekly cake stall! Actually, if every staff member at Otago Polytechnic baked a cake every week and assuming we could sell all of them we would get a surplus of $200,000 for the year!!

But I digress! No institutions in the polytechnic sector in 2007 actually came within a bulls roar of a surplus of 3% -5%, which the wise men in TAMU constantly cite as our target. Now, it is possible that EVERY polytechnic in the country is extremely inefficient, and that is the reason for the deficits. This is, of course, the view which pervades TEC, but it is simply not credible. Most institutions have been reviewing every activity and pruning costs and laying off staff for nearly 5 years now. And every year costs increase at a rate in excess of the inflation adjustments which government reluctantly grants us, enforcing "productivity " gains as a matter of routine management.

So, the evidence speaks for itself, and has done so for several years. Indeed, just over three years ago the then Minister of Tertiary Education ( or was it the Associate Minister of Education - Tertiary) Mallard called together the CEOs and Council Chairs of the sector to acknowledge that the sector was in some considerable difficulty, to urge us not to take precipitate action ( aka laying off staff) and to announce that Government was setting up a significant fund to help polytechnics through problems he recognised as not of our making. These were problems such as low class sizes and the costs of delivery to regional communities. The fund was the now infamous "Quality Reinvestment Fund".

Less than a year later the then CEO of TEC, Janice Shiner, assured the CEOs in the sector that "once we have right sized you, we will fund you properly" - and went on to clarify that "properly" meant being funded for a surplus. Well, we have all been "right sized" - that is what the "investing in a plan" process is all about. But alas, the funding cupboard is bare, the deficits pile up and the polytechnic infrastructure continues to deteriorate.

I think this bit of potted history is important, because it reminds us that our funding problems have been acknowledged in the recent past. It is also inconvenient, because someone forgot to budget the resources to fix the problems. And none of the underlying problems have gone away. Class sizes in polytechnics generally remain below the optimum, and our regional populations have continued to live in the regions! Jolly unreasonable of them don't you think.

But has TEC done a good job in administering the funding system? Actually, no! First of all, TEC has vigorously held to the view that " there is plenty of money in the sector" and all that needed to happen was for this to be redistributed. Those who had too much would get less, and those who were short on funds would get more. This has not proven to be the case at all. What's more TEC has continued to advise government that there was plenty of money overall, thereby undermining the case for improved funding. It is true that TEC did persuade government to increase funding to the sector this year by some $20m - gratefully received, but short of the mark.

Actually, it is not a huge amount of extra funding that is required - about $40m/$50m pa ( an increase of around 7%/8%) will do the trick. Is this reasonable to expect? Yes, in my view, and especially if we consider that Labour was prepared to increase student support funding by $200m pa, and National is on record to increase research funding to universities by over $300m pa.

We should also highlight that TEC has managed to waste a fair bit of precious funding as well. The central bureacracy has increased exponentially, and whilst the basic investment planning/management process is sound, the stakeholder management process is not. There is literally an army of bureacrats roaming the country with a mission to improve the relationships amongst all of the players in the sector. And micro management is alive and well. It is difficult to get an accurate handle on what money could transfer from the TEC bureacracy to direct funding of provision, but $15m pa will not be far off the mark - about a third of what is needed to fix the sector!

Well, this may read like a bit of a whinge - apologies if that is so. However, funding IS the big issue. If we cannot convince our owners - government- to get the funding right we will never realise the enormous potential our sector has. So, join me - lobby a politician or two, and ensure a few concerned citizens understand the situation polytechnics are in!

Friday, November 7, 2008

Tertiary Policies - who is promising what?

I have been asked if I would offer some views on the tertiary education policies of the various political parties, and I am happy to do so -especially those that relate to polytechnics.
First up, I have to say that across the board the thinking about tertiary education by our politicians is underwhelming, to say the least! What we do not have is any party advocating for New Zealand to have a genuinely world class tertiary system, although all are prepared to go along with that rhetoric. There is some advocacy for boosting the university sector through more research funding - National has just announced an intent to redirect tax write offs for research of $315m into the direct funding of science and research in universities. If I was charitable I would say they have not even given polytechnics a moment's thought, but more likely is that they simply do not understand what we do in these areas. We as a sector must shoulder some of the responsibility for that. However, let's look at some specific key issues.
Labour:
- will stick with the course they have already set for the polytechnic sector, believing that the so called "reforms" have been successful and are supported. They have not and are not! There was initially significant support because the intent was honourable and it appeared that the concerns of the sector had been taken on board. The reality is that the single most important issue - proper funding of the sector - has not been addressed and most institutions face a bleak future of operating on a shoe string with poor quality infrastructure (appalling infrastructure by international standards!) . What's more, the reforms have not delivered a high trust and low compliance cost regime at all - the opposite is the case.
National:
-are promising to reduce the TEC bureacracy, which will be a good thing. Hopefully the first to go will be the stakeholder engagement function and the resources being wasted there being redirected into direct funding of the regional facilitation process. National is also promising a simpler accountability system, but the policy is short on detail, which is where the devil always lies.This system will include publishing more information about institutional performance eg completion and retention rates. Personally I am relaxed about this. Indeed, I would rather see information about educational performance being used to judge institutional success rather than solely financial perfomance as is the case now.Finally, National has a strong commitment to see more young people go into training and will fund free education for 16/17 year olds with a non school provider if this is a better option for the student. This is a good policy in my view, and better than Labour's Schools Plus, which is about keeping kids in schools even if school is nor the right place for them to learn! Both parties seem keen to fund new trades infrastructure in schools, which is a good thing if there is no trade training infrastructure in a region, but which could seriously undermine polytechnic viability if duplicate facilities are established. Neither party appears to have examined the possible consequences of their schools interface policies on the polytechnic sector.
Maori Party:
- understandably is committed to seeing a better set of outcomes for Maori, and that is a good thing. Hopefully they will be in a position to influence better resourcing of Maori educational initiatives in our institutions.The Maori Party also supports the extension of the salary supplement currently enjoyed only by university staff to include polytechnic staff. This is again great to see, as is their belief that more funding per EFTS is necessary for the polytechnic sector. The Maori Party is the only party to recognise explicitly that our sector is not adequately funded. There is hope yet!!
Green Party:
- is generally supportive of improving the sector, but is also generally supportive of what we have now. The only standout for me in terms of their stance is that public education should be prioritised ahead of PTEs. Of course, that is one of the downsides of National's approach - more support for PTEs based on their deeply held views that competition is always good and that it is perfectly sensible to fund other businesses to compete with your own!!
Other parties:
- not worth commenting on in my view, because none have given any indication that they have an agenda for tertiary that would be a "must have" as part of a coalition deal.

To finish, this election will not be won or lost on tertiary education, and all of the policies put forward really are bland at this stage - which is to be expected. What must happen is that the incoming minister, whoever that is, needs to be well briefed on our sector needs and issues. Otago Polytechnic will be providing just such a briefing, and I will cover off the issues in a future posting.

Sunday, November 2, 2008

Back from Shanghai

Certainly an interesting time in Shanghai! Robin and I were well looked after by staff from Shanghai University of Engineering Science, and it was great to have participated in their 30th Anniversary celebrations. The University is proud of the cooperative education focus of its curriculum, and it was clear that they very much want to be known for a "practical" curriculum - so my address was well targetted.

I signed a Memorandum of Understanding with SUES to enable our CAPL project to proceed. This project will be a challenge for both ourselves and the Chinese, because the whole concept of recognising prior experiential learning is not currently part of the way the Chinese see tertiary education. On the other hand, experiential learning is precisely the direction they want to take, so the challenges are worth tackling.
We were really impressed with the level of resources that SUES enjoys, and they are but one of eight universities being invested in on the same site. And "invested in " is the operative phrase - unlike here in New Zealand where our government is hell bent on seeing how little they can get away with in terms of spending on the polytechnic sector. Actually, the lack of investment in polytechnics in NZ is a disgrace, and by international comparison a sick joke! We have a government which urges us to increase export earnings through tertiary education, and has a stated vision of building a world class polytechnic sector - but these really are just hollow words, especially so when one realises that funding in real terms for 2009 is a reduction on 2008.

Shanghai itself is certainly a city of contrasts - rich and poor, old and new - both ways of life as well as buildings and transport. What stood out, though, was that people were very friendly - everywhere - and more often than not had a smile on their faces. In spite of the congestion, the smog and for many the poverty. Perhaps it has something to do with choosing to see the glass as half full, rather than half empty!

I also came away reflecting on what a "cotton wool" society we have become in NZ - manifested in our present day attitudes to health and safety. This appreciation was brought about through experiencing the utter chaos ( from a visitor's perspective) on the roads and footpaths - but especially the latter. Here, bicycles, motorbikes/scooters and pedestrians intermingled with gay abandon, but I did not once hear the screech of tyres nor witness a close call. I also climbed a 1000 year old tower, and was free to do so without signs screaming at me about the dangers - which were pretty obvious.

And talking about the contrast of old and new - one of the thrills of the visit was riding the Maglev, the very high speed electric train from the city to the airport. We reached the phenomenol speed of 431kmph, in almost total silence. And when we passed the train coming the other way it was but a blurr and a whoosh, in a split second. Now, for a long time petrol head ,believe me this was just great!




Tuesday, October 21, 2008

Inspiring Capability

I will be in China late this week and early next, as the guest of Shanghai University of Engineering Science, which is a university with which we are currently developing what we hope will be a mutually beneficial relationship. The project is exciting to say the least - a recognition of prior learning project which will involve assessing experienced Chinese managers against our Bachelor of Applied Management degree, and with the added bonus that it is funded by NZ Trade and Enterprise. As part of the visit I have been asked to speak at the" Fourth International President’s Forum on Education ", on the theme " How to Cultivate Talents With Innovative Spirit and Practical Ability ". So, I have chosen to talk about Otago Polytechnic's focus on developing capability - or should I say "Inspiring Capability" !
As I prepared the speech, most of which follows, I realised that we have not actually described "capability" in a public way for ourselves - although it was discussed at Academic Board last year. So, hopefully my address will have the added value as a reference point for ourselves here at home! Here it is:

"Today I would like to make the focus of my address the development of learner capability, which is the approach to cultivating practical ability which we have adopted at Otago Polytechnic. By learner capability, I mean the development of the power of our learners to perform. This, to us, is what practical ability really means – more than acquiring skills or being able to demonstrate skills. Capable people are those who can take effective action in whatever context they are operating, whether that be in their personal lives, at work or in their community.

At Otago Polytechnic we have set out to develop and implement programmes of learning which have the explicit purpose of building the capability of our learners, and in turn the capability of the communities which we serve - captured in our our mission "Inspiring Capability". We do this through a focus on practical learning, and a single-mindedness in applying theory to practice, supported by “real world” experiences.

What then does capability mean for us at Otago Polytechnic?

We see capable people as those who are confident that they can perform, who can explain what they are about and who have truly learned how to learn. Capable practitioners, which we are preparing our learners to be, not only have specialised knowledge and skill (which is so often what university and polytechnic programmes are confined to developing) but also have a range of personal qualities that enable them to be effective, that enable them to perform. For us, capable practitioners not only have the technical/specialist skills and knowledge required for their chosen trade/professional/vocational area but also they:
Ø are effective communicators of ideas and information, both verbally and in writing
Ø are self aware and self critical. They can take into account their feelings and intuition and reflect on their values.
Ø are prepared to learn and adapt. They can participate effectively in and manage change.
Ø use initiative. They are self starters and can work independently. They can set achievable and relevant goals.
Ø listen to and work effectively with others. They can work in teams, respecting and valuing the contributions of others.
Ø assess the effectiveness of their actions and learn from their experiences. They are reflective.
Ø are critical of and creative in their thinking and actions. They are open to new ways of thinking and acting.
Ø have respect and concern for others. They value diversity.
Ø accept responsibility for their actions. They are willingly accountable for their performance

These personal qualities are an integral part of what capability is, yet they can easily be forgotten when programmes and courses of learning are developed, and, if not acknowledged at best they become part of the informal/hidden curriculum. But if we genuinely want to develop capability in our learners we must be purposeful about building into our programmes explicit opportunities for learners to acquire or enhance these personal skills and abilities. This means designing both appropriate learning experiences and assessment tasks. It also means having a teaching and learning culture that supports the development of learner capability and that will allow learners to exercise control, to experiment and to take risks. This is the approach we are encouraging at Otago Polytechnic.

To be more specific:



If our learners are to leave us as capable graduates who accept responsibility, who are self starters and who have learned how to learn, our programmes must provide them with opportunities to be more responsible and accountable for their own learning. The more demanding and complex the situation within which the learner is actively responsible and accountable the more confident and capable the learner can become.


If our graduates are to be able to work effectively with others and to work in teams, then they must also learn with others and in teams. This means setting team goals and objectives, undertaking peer evaluation and being accountable as a team.

If our graduates are to be socially responsible practitioners then we must provide them with opportunities to explore the relevance of their studies to themselves and to society. At Otago Polytechnic we have adopted for all programmes the theme of sustainable practice as a vehicle for consideration of issues of social responsibility.

If our graduates are to be self aware, self critical and reflective they must as learners have the opportunity within their programmes to acquire the enabling skills and to put them into practice. This means acknowledging the validity of and providing opportunities for self assessment, and providing a safe environment in which learners can be themselves.

Thus, there are significant implications for programme design and delivery if we are to develop learner capability. We need to guard against courses being too tightly structured, over-packed with content and over-taught. These are what militate against capability. Learning must not become just a set of learning tasks. We must be concerned with process at least as much as with content, if not more so. Because capability is developed as much by how people learn as by what they learn. This implies less formal teaching, especially passive didactic strategies, and more learner managed learning, including negotiated contracts of learning and learning in teams.

A key challenge when designing programmes which enable capability development is to provide for the assessment of personal skills and abilities, as well as of subject knowledge and technical skills. Assessment is a powerful force in determining learner behaviour, so in a capability curriculum it is essential to reward the development of the personal qualities I have identified. And this, too is about both what is assessed e.g. critical thinking, reflective capacity, team work, goal setting; and how e.g. self and peer assessment, team assessment.

In summary, students will develop capability if they are required to be capable in their learning and, in particular, if they have experience of being responsible and accountable for their own learning – as individuals and in association with others. Our curriculum challenge is to embed such experiences within programmes, not for them to be an added extra or left to chance.

If we are to develop learners as capable practitioners then there are some challenges for the learners themselves. They must be prepared to take an active part in planning and organising their learning, to monitor their own progress against agreed criteria, to provide evidence of achievement against intended outcomes and to do the above individually and collaboratively.

Finally, there are also significant challenges for teachers if they are to participate effectively in a capability curriculum. They need to create the opportunities for students to plan, organise and evaluate their own learning, and need to shift the emphasis of their personal role from that of being the key content expert to one of providing guidance to learners on appropriate resources and expertise, to enable students to draw on expertise across traditional boundaries (subject, departmental/programme area, institutional) as is relevant to their goals, to offer dialogue and critical support and to stimulate reflection on learning processes and progress towards goals. Thus, teachers need to become more of a coach and less a font of knowledge, more of a guide and less of a lecturer. "

Thursday, October 16, 2008

Bitter sweet

Another week almost gone, and what a bitter sweet week it has been. I arrived back from leave very refreshed indeed, and as an added bonus Dunedin was having a warm spell with temperatures not that far off those on the Gold Coast. Come Thursday, mind you, and Dunedin did what only Dunedin can and temperatures plummetted. I lit the fire !!

The week started in the best possible way with the Prime Minister visiting us to announce $12.5m of capital funding as our share of a new $20m design school to be built as a joint venture between Otago Polytechnic and the University of Otago. This funding is a real vote of confidence by government for the work being done in design education at Otago Polytechnic, and caps several million dollars of other capital funding which we have received for design education over the last four years. We have a vision for Dunedin as a world class centre for design, the pursuit of which is being passionately led by Alistair Regan, our Group Manager for Creative Technologies, and Head of Design. We have had fantastic support from our local design related industries for the new design school, and now we must rise to the challenge of really connecting our educational resources with our businesses to build capability for our region. But this is the kind of challenge we should be rising to, rather than that of trying to keep our doors open on Monday mornings - but more about that later.

Also significant about the design school project is the fact that it is a collaboration with the University. Our relationship with the University is excellent, and I believe our commitment to share this new facility is unique in the NZ tertiary scene. But it is also so sensible - the two institutions will each have their own space in the new building, but we will also have common space, thereby avoiding duplicative investment in expensive technology. And by working together we will harness the Polytechnic's applied teaching with the University's research expertise in the interests of our stakeholders.

But this wonderful start to the week soon turned to custard as I turned my attention to what is without doubt the worst part of my job: announcing a surplus staffing review for our School of Art. What made this particularly difficult is the fact that it is almost a year to the week that I initiated the last review of this School, which saw the loss of four staff. Worse, in the light of that review the Art staff have done a fantastic job in redeveloping their whole undergraduate curriculum, including a new diploma programme, and the new wing for the School is progressing ahead of schedule. It is heartbreaking to cut across once again the growing optimism in the School. And again, today, I have initiated a staffing review for Student Services, an area we have been steadily building as we strive to provide our students with better support services and a more satisfying and successful experience. But we cannot afford to maintain the service levels we desire.

So why are these reviews happening? Simply because we are struggling to place the Polytechnic on a sustainable financial footing. We run a very lean operation, as I am sure all staff will agree, but we simply do not have the resources to maintain the current levels of activity and the current educational infrastructure. And this is because we are inadequately funded, as are most poytechnics in the sector. Unfortunately, this is an inconvenient truth for both our owners ( government) and TEC who are charged with managing the sector on behalf of our owners. Actually, we are our owners - we the public of New Zealand, and in Otago we the citizens of this region. Why is it that we do not stand up and insist that our key community assets be adequately funded and maintained?

And something else worthy of reflecting on: apparently the country can afford to introduce a universal student allowance at an eventual cost of $200m pa, but cannot afford the approximately $50m pa it would take to place every polytechnic on a sustainable financial footing. I do not want to begrudge future students receiving assistance with the costs of their education, but many New Zealanders can afford to support their children. I am one of those, and I am happy to be doing so. I was not expecting my children to be educated entirely on the tax payer, but I guess I should just relax and enjoy it! But I would rather have seen some of that $200m paying for world class polytechnics in which my children could be educated. Surely $150m would go along way towards achieving the objectives of a universal student allowance, with the other $50m used to fund the systm adequately? Rather than the disgrace we have for a polytechnic system at the moment - antiquated plant and equipment, poor building stock and inadequate technology characterise the system in which we expect future generations to be educated. How sensible is that?

Enough! I feel my blood pressure rising and sense a rant coming on. So I will finish on a sweet note. Wednesday saw the launch of the "Tertiary Precinct Development Plan" - a plan to improve progressively that part of the city in which we operate: improved transport, better public facilities, improved housing and a cleaner and more sustainable environment. This plan is the result of several years of collaborative effort by the DCC, Otago Polytechnic and the University of Otago, and is born from our collective determination to ensure that Dunedin continues to be New Zealand's tertiary education capital! I am looking forward to ensuring that we at Otago Polytechnic do our bit to bring the plan to life.

Tomorrow the week finishes for me on a high note: a visioning day for our School of Applied Business. I am really looking forward to this, and to what I am sure will be a veritable feast of ideas to establish our business school as a jewel in the OP crown!