Teaching and Learning Quality Process Review Report


UNIVERSITY GRANTS COMMITTEE OF HONG KONG TEACHING AND LEARNING QUALITY PROCESS REVIEW of THE CHINESE UNIVERSITY OF HONG KONG MAY 1996

Teaching and Learning Quality Process Review (TLQPR)

The Chinese University of Hong Kong

Introduction 1. The Chinese University of Hong Kong takes pride in its culture of teaching quality, and the TLQPR Panel found considerable evidence to support this view. The teaching and learning climate is good, and the academic staff appear to be conscientious about teaching despite the recent emphasis placed by the institution on research. Well-qualified people are doing good things--because they want to. This is consistent with the University's stated philosophy: that its goal is to provide the space needed to allow students and staff to develop in their own ways. 2. The terms of the TLQPR preclude any direct assessment of teaching and learning quality. However, the Panel is satisfied that, given the University's culture, sufficient improvement and assurance processes are in place to warrant a satisfactory degree of confidence about the University's current quality of teaching and learning. But the Panel also believes that the University should make more explicit and integrated efforts to maintain and improve teaching standards in the face of conflicting pressures and changing conditions. In particular, we observed significant instances where the lines of accountability for quality assurance are insufficient. Fixing such accountability lines should be a strong institutional priority. The last section of the report describes some areas for improvement identified by the Panel. 3. Annex A presents a framework for the Teaching and Learning Quality Process Review. As described in paragraph 2 of the framework, the goals of the TLQPR are: (a) to focus attention on teaching and learning as the primary mission of Hong Kong's tertiary institutions; (b) to assist institutions in their efforts to improve the quality of teaching and learning; and (c) to enable the UGC and the institutions to discharge their obligation to maintain accountability for the quality of teaching and learning. The Panel focused on the following five teaching and learning process elements, which should exist in some form at every academic programme level :- - curriculum design - pedagogical design - implementation quality - outcomes assessment - resource provision Readers may wish to consult Annex A, which illustrates the kinds of questions used to define each process element, before proceeding further. 4. The following CUHK processes, in particular, currently provide noteworthy support for teaching and learning quality. - The Committee on Academic Policy and Development (which has responsibility for teaching quality) - Teaching as a required element of staff review - Mandatory student course evaluation questionnaires - Teaching awards - The Teaching Development Unit - Teaching orientation sessions and assistance for new staff - A broadened remit for the visiting examiner system - Dependence of one-line budgets on student numbers, and hence on quality and relevance as perceived by students The Task Force on Teaching Quality, organized to prepare for the TLQPR and chaired by the Vice-Chancellor, also appears to have made a significant contribution--however, it is not clear whether the Task Force will be continued on a permanent basis. Likewise, we found instances where the External Examiner System has been supplemented with comprehensive internal Departmental Reviews, but this does not appear to be a general policy. Review Process 5. In June 1995 the University, at the request of the UGC, submitted an outline of its TLQPR document. Following the Panel's acceptance of the outline, the University submitted, in July 1995, its full twenty-page document describing its quality improvement and assurance processes. Subsequently, at the request of the Panel, the University submitted a supplementary document (together with supporting documentation) relating its QA process to the five sub- processes outlined in paragraph 6 of Annex A. (Copies of both these documents can be obtained from the University.) 6. The Panel held a discussion session with a cross- section of academic staff and students of the University in September 1995. At this session the purposes and methods of the Review were outlined and explained. The Panel's formal Review Visit took place on 4 - 5 January 1996 and followed the pattern described in paragraph 3 of Annex A. Institutional Self-Assessment 7. The University provided the Panel with a description and self-assessment of its teaching and learning quality processes. Summaries are provided in the following paragraphs, along with comments by the Panel where applicable. More extensive comments are presented in the last section of the report, "Areas for Improvement." Overview 8. The University believes that provision of a quality education to students is its primary function. The introduction of the Research Assessment Exercise seems to have accentuated the importance of research. Hence it is important that all members of the University should be sensitized to the primary function of the University and urged to pursue quality in teaching and learning. The TLQPR has served well in providing an impetus in this regard. The University emphasizes that research and teaching are not two exclusive activities. Research by its outcome in the creation of knowledge will ultimately enrich teaching and learning. This has been true in every leading university world-wide. 9. The University believes strongly that the best approach to teaching and learning quality is to provide freedom for teachers and students to undertake self- motivated improvement activities. People are urged to pursue quality, but the university's most important quality goal is to create space for people to continuously improve on their performance. 10. The aforementioned principle of providing freedom and space for teachers and students to improve and to excel represents the cornerstone of the University's academic strategy. As a result, day-to-day decision-making processes are largely decentralized to the faculty/department level--though they remain subject to certain university-level policies. The University believes strongly that it should function mainly as an enabling body, that it should strive to provide an institutional environment which is as conducive as possible to quality teaching and learning. It recognizes that procedures and their documentation are useful in pursuing quality improvement, but it believes that over-organization could be dangerous. 11. The University is concerned lest over- bureaucratization of quality assurance processes become counter-productive in enhancing teaching and learning quality. It points out that quality assurance frameworks cannot simply be copied from somewhere else, and to require excessive documentation and reporting would turn the process into a time-consuming paper exercise. Instead, the framework should be evolved within an institution as part of an on-going process of self-reflection and self-evaluation. The Panel agrees, but notes that the quality assurance system that does evolve within the institution should be strong and effective. 12. Generally, the University feels that it has good systems for assuring quality in place already and they are largely subscribed to and followed by the various units of the University. However, it feels there are areas, described in the following paragraphs, to which more discussion and efforts should be devoted to help build a more effective framework. The Panel agrees that over- organization would not be desirable, but, as stated under "Areas for Improvement," we are concerned about a possible undue reliance on implicit quality processes. We believe that greater self-consciousness about the processes that contribute to teaching and learning quality can be achieved without bureaucracy, and that the results of greater attention to quality processes will be worthwhile. Curriculum Design 13. The University believes it has adequate procedures for the design, review and improvement of programme curricula. In addition to the expertise and knowledge of the serving teaching staff which form the main input, views are sought from students, visiting scholars, and external/visiting examiners, graduates, and where appropriate, employers and professional bodies. 14. The external examiner gives advice on the appropriateness of the curricula and the areas for further improvement and advancement. The system has been in place since the inception of the University and has been periodically reviewed and improved for greater impact on the curricula and teaching. It has evolved from a system that was mainly concerned with the output standard (degree examination) to an expanded system which also provides expert advice on design, review and improvement of the curricula. As noted in paragraph 33, the Panel endorses the expanded external examiner concept, but would like to see more explicit integration with the University's other teaching and learning quality improvement programmes. 15. In many departments which do not train students to take up a specific profession, the solicitation of views and feedback from alumni and employers lacks a systematic framework, although the Office of Student Affairs conducts a general Graduate Employment Survey annually with a view to identifying general employment trends and views of graduates on their first career placement. There is however an intrinsic difficulty with most departments, particularly those in the humanities, social sciences and general science which are not vocational subjects: the employment of graduates has been so diverse that it is extremely difficult to canvass employers' opinions on the strengths and weaknesses of the education graduates received. Pedagogical Design 16. The Panel agrees with the University's statement that for many years, teaching and learning were activities that could easily be taken for granted, but that teachers and students now are becoming more aware of educational effectiveness or the lack thereof and the possible ways and means of improvement. (Indeed, students no longer see themselves as the passive receiving end of the teaching process.) In recent years, as tertiary education transforms from elitist education to mass education, the ability span of the incoming students stretches wider and teachers feel the need to adjust teaching methods. The University recognizes that an institutional framework should be set up to help teachers adjust their teaching methods more responsively, and the Panel emphatically agrees. 17. With the advance of information technology, new modes of teaching and learning have begun to capture the interest of teachers and students. The University reports growing awareness among departments that exploration of new teaching methods is worthwhile, and hence that resource requests to support such activities are increasing. They also report a burgeoning demand for workshops and seminars on pedagogical methods. All in all, there appears to be heightened awareness of the need for improvements. 18. The establishment of the Teaching Development Unit (TDU) helps serve this need. The University's earlier efforts in its early days in setting up an Office of Instructional Development had failed to bear fruit as teachers then did not see the linkage between the research- based experimentation and their day-to-day teaching tasks. The remit of the new Unit therefore focuses on the cultivation of an environment for teaching and learning enhancement. It aims to make available the facilities and expertise required to encourage and facilitate teachers to engage in teaching development activities. To help promulgate a reflective mood on teaching, workshops, seminars and forums on teaching developments are organized to provide opportunities for interested teachers to get together and exchange views. The Panel endorses the TDU's remit. We believe the University should take steps to ensure that such activities become an integral part of the culture of all departments, not just the responsibility of the TDU. Implementation Quality 19. The University reports that teaching performance has always been an independent assessment criterion for staff appraisal purposes (during substantiation, promotion, or crossing efficiency bars). While recognizing that there are limited incentives for good teaching, the University has made conscious efforts to reward excellent teaching performance. Promotion had in the past been effected even to the Reader level for a teacher whose research was not that outstanding, but who had performed very well in teaching. However, the number of such cases is small. The University will continue to find ways to provide incentives for good teaching, and the Panel strongly endorses the University's efforts in this regard. Recently measures have been introduced in some faculties or departments to reward good teaching e.g. Best Teacher Award Scheme. While such a scheme may be worthwhile, the Panel cautions that its inauguration should not be regarded as a substitute for the careful consideration of recognition of teaching in the existing, extrinsic reward structure of the University. 20. Student course evaluation is a compulsory exercise at the University. Its implementation is devolved to the faculties, thus providing flexibility for each faculty to design a course evaluation programme which will best suit its requirements and circumstances. With effect from 1995- 96, course evaluation has been used as one of the elements in teaching staff appraisal exercise. For the first time, there is a more objective and comprehensive set of data on teaching performance to enable the University to implement the policy of using teaching performance as a criterion for staff appraisal. 21. The University states that it places a high priority on improving the perceptions of both teachers and students with respect to course evaluation. Some teachers are not yet convinced that all students approach the exercise with the necessary degree of maturity and some students are not yet convinced that teachers take the findings from the evaluation seriously. The University takes the view that the majority of teachers and students are participating in the exercise in a mature and serious manner. It believes that improvements will be possible as experience accumulates, and as more and more research and discussions are held regarding validity of these findings. The Panel congratulates the University on its forthright assessment of the situation, which it confirmed with its own observations, and endorses the idea that addressing the need for improvement in perceptions should be a matter of high priority. Outcome Assessment 22. The University reports a universal framework for the grading and assessment of students. Examination Panels are set up to monitor both the methods and outcomes of assessment. The external/visiting examiner system provides an outside input in the assessment of students and ensures that the University's academic standard will be on a par with good universities in other parts of the world. 23. Statistics on the distribution of academic abilities of new entrants and overall performance of students after admission are monitored at various institutional levels for the purpose of detecting trends which might require adjustments to curricula and teaching methods. But the University cautions against mechanically linking outcome assessments to teaching and learning quality, on grounds that no reliable measures of the value added by the teaching process have as yet been developed. Resource Provision 24. Under the University's one-line budget system, increased flexibility is provided to enable the deployment of resources to priority areas as seen by the budget holder. Additional funding to build extra excellence in teaching and research is also available on a competitive basis. However, the University encounters difficulty mounting small group teaching given the existing resource level. The Panel agrees that the one-line budget system provides a sound base upon which continuously to improve the quality of teaching and learning. However, as indicated in paragraph 32 below, we feel the University has not yet organized itself to take full advantage of this potential. Unit-Level Observations 25. During the Panel's visit to the University on 4 - 5 January 1996, Panel subgroups visited twelve academic units in addition to holding plenary meetings with institutional leaders, academic staff with specific responsibility for quality, and students. Our conversations revolved around several underlying themes: (a) do colleagues have a degree of agreement and a sense of collective responsibility concerning their academic discipline and teaching quality; (b) how do they relate to one another in collegial terms; (c) how do they relate to their students as recipients of their services and as future colleagues; (d) how do they relate to the changing needs and demands of the larger university environment and of society? 26. From the subgroup conversations, we were able to detect certain tensions which have significant impact on teaching quality: tensions between centre and department, between teaching and research, between formal and informal channels of communication and practice, and between established traditions/cultures and new policy demands. The subgroup meetings went well, though in at least one case a breakdown of communication within the University about the need to provide documentation prior to the Panel's visit hindered our efforts. 27. Annex B records our main observations arising from the sub-group visits and conversations. These observations are drawn from the reports from the Panel sub-groups to the Panel as a whole during and after the visit. Because the material is not based on formal reviews at the unit level, the observations are intended to be illustrative only. (That is why they have been placed in an annex.) The units are not identified, except for the Teaching Development Unit (TDU), which we felt should be identified because of its special nature and importance to the University's teaching and learning programmes. 28. The Panel notes that changes in Hong Kong's overall higher education environment (i.e., the dramatic recent increase in participation rates and attendant change in student characteristics), an increasing degree of career- orientation on the part of students, and the decentralized character of academic institutions are putting great pressures on faculties and departments. 29. The issues illustrated in Annex B should not be viewed as criticisms of the individual operating units. The Panel is convinced that the illustrations are representative on average, but given the brief nature of the unit-level reviews we cannot vouch for the accuracy of all the details. The issues should be addressed by the University as a whole institution. Therefore, it would serve no useful purpose to focus criticism primarily on the individual units. Areas for Improvement 30. While the Panel believes that the University should be commended for its encouragement and support of teaching quality, and the level of quality that has evidently been achieved, we do have some concerns. Our main concern is that there may be an undue reliance on implicit quality processes, and upon the University's extant culture of quality in teaching and learning. The Panel fully endorses the principles that implicit processes must carry the main burden of quality improvement and assurance, and that a culture of quality is a prime requisite for effective teaching. However, we believe that a certain emphasis on explicit processes is essential to maintain the efficacy of implicit processes and cultural norms, and to adapt to changing circumstances. 31. The improvement of explicit processes begins with greater self-consciousness, at all institutional levels, about the improvement and assurance of teaching and learning quality. Such self-consciousness should involve vigorous discussion and debate about teaching quality issues. The debate should be informed by energetic and systematic review of best practices and potential innovations in relevant organizational units within the institution and elsewhere, and by similar inquiries of students and external groups. However, we found more indications than we would have liked that CUHK's quality processes are implicit to the point of breeding passive cooperation rather than bubbling ferment. This is not to say that teaching is passive--we are speaking here of the meta-processes that sustain and improve teaching. The Panel believes that active self-consciousness is a necessary condition for quality teaching and learning over the long run. 32. More explicit processes would also improve the integration of quality programme elements. For example, the Committee on Academic Policy and Development might collaborate with the Resource Allocation Committee to develop a method by which faculty and departmental quality assurance systems would become central elements of the University's five-year planning processes and planning and the effectiveness of these quality assurance systems would become significant determinants of the faculty and departmental one-line budgets. The Panel recognizes that student perceptions about teaching quality currently influence budgets via enrolment shifts, but we believe further improvements can be achieved by making teaching and learning quality processes an explicit central University priority. This also would address our concern that the University's plan to increase the weighting of research performance in budget determination (which may well be a good idea) might, over time, erode the staff's focus on teaching unless mitigated by a counterbalancing force based on teaching quality. 33. The visiting examiner system provides another example of how teaching quality might be improved by more explicit and integrated planning. We endorse the expansion of the visiting examiner remit to include curricular and pedagogical design and teaching quality, but suggest that the examiners look as well at teaching quality process questions. Improvements also might be made in the selection and perhaps the number of examiners, and in the specificity of their terms of reference. Likewise, there could be more analysis of the performance of examiners to make sure they are fully covering the expanded remit. The Panel does not wish to discourage the use of visiting examiners, but rather cites the system as another example of how a more self- critical and quality-centred approach could pay dividends. 34. Our review unearthed evidence that all is not well with the 'bilingual setting' which is claimed by the University to be an essential aspect of its TLQ. It appears that there are serious differences of opinion on matters of language policy and a lack of co-ordination in the organization and resourcing of the University's English language programmes (remedial as well as enhancement): some students get a great deal, others little or nothing. In the laissez-faire philosophy that underpins the system, a student can leave the University without having had any English language teaching. (We heard of students who left with less English proficiency than when they entered.) The Panel urges the University to address the bilingual aspect of its TLQ programme as a matter of high priority. 35. In summary, the level of teaching quality at CUHK appears good, and progress has been made in stimulating improvement. Nevertheless, the Panel believes that the University should implement explicit and integrated QA processes to maintain and improve teaching standards in the face of conflicting pressures and changing conditions. Our inquiries suggest that some departments and staff might welcome additional guidance-including guidance about how to develop workable explicit processes-in support of their efforts to sustain and enhance teaching and learning quality. Furthermore, institutional leaders at all levels should increase their efforts to ensure that operating units within their purview maintain their accountability for teaching and learning quality. UGC Secretariat May 1996
Annex A

Framework for the Teaching and Learning

Quality Process Review

1. This Annex describes the framework used by the UGC in conducting and reporting on the first round of Teaching and Learning Quality Process Reviews. The framework, which emerged during preparation for the reviews and during the reviews themselves, provides a way of thinking about teaching and learning quality in tertiary education institutions. The UGC and its Review Panel will continue to develop the framework during subsequent TLQPR rounds. TLQPR Goals 2. The goals of the TLQPRs are as follows: (a) to focus attention on teaching and learning as the primary mission of Hong Kong's tertiary institutions; (b) to assist institutions in their efforts to improve the quality of teaching and learning; and (c) to enable the UGC and the institutions to discharge their obligation to maintain accountability for the quality of teaching and learning. The UGC, the TLQPR Panel, and the institutions share these goals and view the review as a collegial process. TLQPR Methods 3. The TLQPR process begins with a preliminary visit by the Panel to each institution for the purposes of familiarizing staff with the purposes and methods of the Review, and the preparation by the institution of a twenty- page document describing its quality improvement and assurance processes. The Review visit lasts one and one-half days, which are utilized as follows: - The first half day is devoted to three meetings: with the institution's senior leadership, with the leadership plus academic staff associated with the quality improvement and assurance programme, and with students. - The second half day involves meetings at the faculty level or with academic departments or quality programme support units. The Panel divides itself into six sub-groups for this purpose. Each subgroup meets with academic staff, students, and the leadership from two operating units, which allows visits to twelve units in all. - The third half-day begins with a private session where the Panel formulates its preliminary impressions about the visit. The visit ends with a final meeting with the leadership and staff involved in quality assurance, where the preliminary impressions can be conveyed and discussed. 4. The TLQPR Panel consists of eighteen people: nine (including the Chair) members of the UGC's Quality Subcommittee; two non-UGC overseas members with experience in higher education quality assurance; and one member from each of the seven Hong Kong institutions. The local members were designated by a larger TLQPR Consultative Committee of local- institution representatives, which has assisted the UGC in designing the TLQPR methodology. Because the TLQPR is collegial, the local Panel members participate fully in the reviews of their institutions. Report Preparations 5. Report preparation proceeds in several stages. First, the institution's self-analysis and discussion notes from the early plenary sessions are scrutinized for emergent themes and examples of exemplary and questionable practice. (The self-analysis summary uses the institution's language to the extent possible.) The subgroup reports are similarly scrutinized, and a summary is prepared. The draft of this part of the report is reviewed by the Panel, and then by the institution for factual accuracy before submission to the UGC's Quality Sub-Committee. The "Areas for Improvement" section is drafted concurrently and reviewed by the Panel, the Quality Sub-Committee, and the UGC before the final Report is transmitted to the institution. The institutions, in turn, have committed to make the reports public along with a statement describing the actions they plan to take by way of improvement. TLQPR Dimensions 6. Teaching and learning quality can be viewed from two different perspectives. First come the teaching and learning processes themselves; in other words, the activities performed by academic and support-unit staff in performing their duties. Second come the methods by which institutions, faculties, departments, and similar units work to continuously improve teaching quality and assure themselves that the activities are appropriate and well executed. 7. The Review Panel recognizes that decisions with respect to both quality perspectives must be made by the institutions themselves, and that variety among and within institutions is necessary for an effective tertiary sector. The Panel's fundamental standard, therefore, lies not in specifying any particular approaches to teaching and learning quality, but rather in asking whether institutions and academic staff have given careful thought to both of the quality dimensions and whether they can articulate and defend the choices made. Teaching and Learning Processes 8. Teaching and learning processes can be described in terms of the following five sub-processes, which form one dimension of the Panel's inquiry. Each sub-process is illustrated by questions which might be asked of an institution, a faculty, a department, or an individual staff member. However, the questions are presented by way of example only. The Panel does not presume that all the questions, or indeed any of them, are applicable in any particular situation. However, we do ask the institutions to organize their documentation in terms of the five sub-processes and we refer frequently to the five in our deliberations. 9. Curriculum design: by what processes are programme curricula designed, reviewed, and improved? Some useful process elements follow: (a) Design inputs from the academic discipline, mainly staff-based (b) Design inputs from employers, feedback from current outcomes assessments, past students, professional bodies (where applicable), and other inputs dealing with "fitness for use" (c) Integration mechanisms: how are these two kinds of inputs brought together? How are controversies resolved? (d) Faculty and institutional review mechanisms; what are they and how do they work? (e) External review mechanisms; e.g., visiting committees 10. Pedagogical design: by what process are the methods of teaching and learning decided and improved? (a) To what extent are pedagogical methods the subject of active consideration by staff, departments, faculties, etc.? Do staff spend sufficient time working together on these matters? (b) How broad is the definition of "pedagogical method"? For example, does it focus on learning as well as teaching? Does it integrate feedback about learning attainment with the delivery of academic content? (c) Degree of innovation in pedagogical method? Have the methods been changing over time? For example, have they been trending toward active as opposed to passive learning? Have they been taking sufficient advantage of information technology? 11. Implementation quality: processes related to how well the staff perform their teaching duties (a) How broad is the definition of "teaching"? Does it include out-of-class student contact (including advising) and student assessment (including feedback about the assessments) as well as class contact? (b) What are the incentives for good teaching? What are the disincentives? (It is important to consider staff perceptions as well as the programmes themselves.) (c) How is teaching performance evaluated? (Possible mechanisms include self-evaluation, student evaluation, and peer evaluation.) (d) How are teaching evaluations utilized? For example, are they used in staff evaluation reviews? Are they shared among staff as part of a mutual-improvement process? Do they result in specific self-improvement efforts, such as utilization of teaching improvement centres? 12. Outcomes assessment: how do staff, departments, faculties, and the institution monitor student outcomes and link outcomes assessments to teaching and learning process improvement?" (a) Academic performance: for example, normed examinations and the use of external examiners (b) Other performance; for example, satisfaction as expressed in exit conferences, success in the job market (c) Feedback from past students, employers, etc.? (d) Are processes for working with students to help them achieve the desired teaching and learning outcomes in place and fully functioning? 13. Resource provision: are the human, technical, and financial resources needed for quality made available when and where needed? (a) Are the activities needed to achieve and assure teaching and learning quality given an appropriately high priority in the institution's resource allocation process? (b) How do staff recruitment processes promote and safeguard the quality of teaching and learning? (c) How does the institution's incentive and reward environment further the teaching and learning quality agenda? (d) To what extent does the institution offer technical assistance and training to staff who wish to improve their teaching and learning quality performance? To what extent are these resources utilized by staff? Quality Improvement and Assurance 14. The Panel does not approach its task with any preconceived view of what an appropriate quality improvement and assurance programme should look like. On the contrary, we emphasize that the institutions should define their own processes-that the Panel's job is to see whether such processes have in fact been defined and, once defined, whether they are being followed diligently. This view is consistent with the emergent international understanding of teaching quality in tertiary education, and with the fact that universities in Hong Kong are self-accrediting. 15. Certain broad areas of consideration for successful quality assurance have emerged from the Panel's queries and discussions, and these are presented below. We use them to convey examples of potentially useful quality assurance and improvement methods and to provide an organizing paradigm for our reports, but not as a template for judging an institution's quality programme. However, the Panel does believe that to be fully effective, the assurance and continuous improvement of quality require a degree of self- consciousness and articulation-which should be observable in the Review documents and site visit. 16. Quality programme framework: mission, vision, and policy statements pertaining to quality and quality assurance, expressed at the institutional level and at the level of faculties, departments, and other operating units. The framework provides a road map for individual and group action aimed at furthering and assuring teaching and learning quality. 17. Direct quality programme activities: undertaken by mainline teaching and administrative staff at the institutional level and at the level of faculties, departments, and other operating units. These activities are organized to assure quality levels and continuous quality improvement in the teaching and learning activities described in paragraph 6. 18. Quality programme support: funded special projects or activities undertaken by special teaching development or similar units organized to aid mainline teaching and administrative staff in performing their duties. 19. Values and incentives: the motivational environment for the improvement and assurance of teaching and learning quality-driven by institutional, faculty or departmental values (intrinsic rewards) and formal or informal incentives (extrinsic rewards). Sample Approaches 20. The following matrix presents some examples of how the four quality improvement and assurance methods can be applied to the five teaching and learning process dimensions. We observed each example in at least one of the institutions we visited, either centrally or at the level of a faculty, department, or other operating unit. The examples illuminate our framework for the TLQPR, but they are not intended to be definitive or prescriptive. Discussion of the various items and observations relevant to the individual institutions we visited is contained in the body of the report.
Sample Approaches +-----------------+------------------+-------------------+-------------------+------------------+ | | Quality | Direct quality |Quality programme | Values and | | | programme | programme | support | incentives | | | framework | activities | | | +-----------------+------------------+-------------------+-------------------+------------------+ |Curriculum |-Programme mission|-Curriculum review |-Visiting |-Intrinsic values | |design | statements | committees | scholars, | based on the | | |-Course goal |-Departmental | consultants | academic | | | statements | reviews | | discipline | | | |-External | |-Accreditation by | | | | examiners | | professional | | | | | | bodies | +-----------------+------------------+-------------------+-------------------+------------------+ |Pedagogical | |-Departmental |-Teaching |-Views about how | |design | | workshops on | improvement units | to achieve | | | | teaching method | workshops and | educational | | | | innovation | consultation | quality | | | | (e.g., using | |-Desires to save | | | | information | | time or money | | | | technology) | | | +-----------------+------------------+-------------------+-------------------+------------------+ |Implementation |-Written |-Student |-Teaching |-Caring about | |quality | statements on | evaluation | improvement units | students | | | teaching quality | questionnaires |-Assistance on the |-Professional | | | & the balance of |-Student-staff | design and | pride | | | teaching and | consultative | processing of |-Teaching awards | | | research | committees | teaching |-Inclusion of | | |-Policies |-Peer review of | evaluation | teaching | | | regarding student| teaching | questionnaires | evaluation in | | | feedback on |-Workshops on | | staff reviews | | | teaching quality | improving one's | | and promotion | | |-Policies | teaching | | committees | | | regarding use of | | | | | | teaching | | | | | | improvement units| | | | +-----------------+------------------+-------------------+-------------------+------------------+ |Outcomes | |-Tracer studies of |-Research projects | | |assessment | | graduates | dealing with | | | | |-Discussions with | student outcomes | | | | | employers | | | +-----------------+------------------+-------------------+-------------------+------------------+ |Resource |-Planning |-One-line |-Special funds for |-Desires to | |provision | processes | budgeting based | teaching | maintain or | | | associated with | on student | improvement | enhance staff | | | resource | numbers ("market | projects | size | | | allocation | forces") | |-Teaching | | | | | | evaluation at | | | | | | the time of | | | | | | appointment | +-----------------+------------------+-------------------+-------------------+------------------+
Annex B

Unit-Level Observations

This department provides a good example of a group working toward high quality in teaching and learning using the 'standard' set of processes such as external examiners, end of year student questionnaires, etc. Staff believe in individuals' self motivation and discount outside influences and accountability. They are confident, but somewhat complacent in their attitudes. They did show some slight interest in other TLQ ideas that might be used on other departments. The students feel that their input is taken seriously, but they would like to have feedback on how their input is used and why certain ideas cannot be implemented. In summary, the departmental staff have a strongly internalized culture of quality except for not being particularly interested in possible innovations nor in benchmarking their teaching quality processes. This department displays a rather top-down collective approach to teaching and research based on the intellectual pride and confidence of its senior members. The leadership believes that the centre is prepared to support teaching quality, but is not sure about formal, quantitative methods of evaluation. To them, teaching and learning should remain a gentleman's pursuit. The department is exemplary in several aspects. Its written documentation is concise. Supplementary materials were referred to during the presentation by the chair. Comments from other colleagues and students complemented each other. The degree of preparation and involvement in the self assessment highlights a sense of commitment and collective responsibility towards teaching and learning quality. Staff members expressed appreciation for this exercise as a balance to the research emphasis triggered by the RAE. Relationships in the department (including the students) seemed relaxed and democratic. In sum, the department inspires confidence in its collective effort to treat teaching and research as an integrative process and to find creative ways to provide multiple channels of communication among its staff and students. The key University processes for TLQ assurance were found to be present in the department. The teachers and students were very positive about the teaching and learning environment. The fact that the department is popular with students probably contributes to this atmosphere. The staff were tuned in to the new initiatives in the University to assure TLQ. The department had quite a few additional interesting processes, like academic advisor system, electronic bulletin boards, alumni surveys. The staff we saw were all quite young, reflecting rapid growth of the department in recent years, and this helped to create an open atmosphere among teachers and between teachers and students. The key University processes for TLQ assurance were found to be present in the department. One senior faculty member proclaimed that it was pure joy to teach such excellent students as found in the department, and he volunteered to teach an additional course. We came away with a strong feeling that this is a confident and outgoing department, and that the students are enthusiastic and positive about the teaching and learning environment. The basic processes for quality assurance as mandated by the University are in place and are apparently functioning well. We had the impression that there is very effective communication between teachers, students and alumni. On the other hand, the extent and scale of the formal processes is unimpressive compared with similar schools in the US, where student and alumni inputs are eagerly canvassed. The teaching award programme represents an interesting innovation, especially the idea of setting some absolute standard which has long term positive individual incentive effects. When asked what other efforts they would undertake to enhance TLQ in the future, they failed to give anything concrete beyond their aspiration to become one of the leading programmes of their type in the world. The sub-group found a good deal of enthusiasm in this department. Staff members are committed to both research and teaching, and they interact well with the students. The department exhibits an open and lively atmosphere. Its policy seems to be in tune with those set down by the central management and the staff members were positive in the face of constraints. The department is flexible in adapting to changing situations. Staff have their own culture of good teaching and concern for learning. They do, however, feel detached from the central culture, and they would benefit from a central, coordinated set of policies and processes. The department benefited from several cross-departmental contacts within CUHK, but at the same time was somewhat of an island in the Faculty, where the department felt left to itself for most practical purposes. Students felt that they had adequate formal opportunities to give their opinions, but a major obstacle was the lack of energy in students to participate in the relevant meetings. The students did feel themselves occasionally overworked during their project work. A major concern was the need for more intermediate feedback from and to teachers. However, the students did not feel themselves taken seriously and they shied away from pressing issues such as the lack of follow up on course evaluations. This is a department with a positive attitude towards quality in teaching and some distinct results in pedagogical design. However, the quality structure and processes need tightening up. The Faculty is broadly supportive of TLQ and doing some good things to encourage it. However it is still in a state of flux on encouraging and implementing teaching and learning quality (TLQ) processes. The Faculty's Teaching Quality Assurance Review Committee is surveying TLQ efforts in the departments, but it apparently has no remit beyond this survey. The members at our meeting welcomed the UGC's emphasis on TLQ and our review and indicated that they would welcome the University establishing more specific rewards and incentives to help the Faculty in encouraging TLQ. The Faculty feels that some teaching development money from the block grant or from UGC Teaching Development Grants could be well spent at the Faculty level rather than primarily at the TDU. The students felt quite strongly that the old, four-year degree structure was better than the three-year scheme as it allows them taking more general education courses and a smoother transition into university life. In summary, quality processes seemed well in hand, except that the Faculty appeared to feel that TLQ was only marginally supported by concrete overall university procedures. The Faculty's documentary submission included examples of the design, planning and review of programmes as well as details of the various Faculty committees and the quality assurance process. The presentation was comprehensive and the processes appeared well embedded and effective. The Faculty has accepted responsibility for quality matters, and both executive and committee responsibility was clear. Emphasis is placed on the departmental meeting as the forum for serious debate on curricula and pedagogic issues, but Faculty committees are required to endorse proposals first. Course evaluation is taken seriously and students feel that there was sufficient opportunity, formal and informal, to make their views known. Student questionnaires have been mandatory on all courses for 10 years. The Faculty is well-networked locally and has systematically sought and used feedback in course design. Peer review of teaching is still under consideration, although it has so far been rejected by departments. However some team teaching takes place and various forms of staff monitoring are in use. On-going curriculum review and development was reported. Major reviews take place from time to time. This is a cohesive and professionally committed Faculty with active and open student involvement. Their discussion of quality issues was lively and self-critical. Design inputs from variety of sources are actively utilized and integrated; feedback loops are operating effectively. The relevant forum of decision and policy-making is not the Faculty Board, but the Executive Committee of dean, associate deans, sub-deans, and heads of departments. In this context, the relationship between Faculty leadership and heads of departments was described by the former as one of 'passive cooperation.' The Faculty leadership gives clear signals about the high priority it places on the teaching quality. This priority has not produced any real controversy and the subgroup was not able to provoke any discussion on this theme. In the documentation from the Faculty, a concern is visible that not all students will have sufficient maturity to provide feedback on teaching quality without bias. In contrast, the students interviewed considered the formal conditions and atmosphere of dialogue with departments and staff on the whole satisfactory. Concerning course evaluations, students could rarely perceive a direct feedback on critical remarks, but in several cases follow up and positive action on student criticism might eventually be identified. Though this Faculty takes a more top- down approach than most, it can point to noteworthy achievements in setting up the formal procedures and mechanisms for assurance of quality. But at the same time, it is a Faculty with a task ahead in terms of assuring dissemination and acceptance in departments of the focus on quality in teaching. Teaching Development Unit The Teaching Development Unit was established in February 1995 within the Faculty of Education, using 50% of CUHK's Teaching Development Grant for 1994/95. Total establishment is 5, but additional staff are promised for 1996-97. The TDU draws on expertise of the Faculty of Education. The TDU's precursor, the Office of Instructional Development, was reportedly unsuccessful because it failed to win over Faculty and departmental staff and because it focused on provision of teaching packages. Therefore, the TDU was established in the Faculty of Education. It emphasizes liaison and consultation with academic colleagues. The TDU's mission is to support teaching, specifically not to assess or evaluate teaching quality. Its principal activities are workshops, seminars, orientation programmes for academic staff and induction training (in teaching and research methodology) for postgraduate students. TDU also provides educational technology resources and training: for example, video-taping of teaching as an aid to self-evaluation (voluntary) and introduction to use of the World Wide Web. The TDU was established mainly as a top-down initiative, apparently in response to UGC indications of concern for teaching and learning quality and the provision of teaching development grants. However, its creation does reflect the University's recognition of the need for a teaching support unit. All activities so far have been experimental/pilot schemes. Some departments have been receptive; others resistant or skeptical. There is general acceptance among academic staff of the importance of quality teaching, but concern is widespread that, despite protestations to the contrary by the University authorities (and the UGC), research is and will remain more highly valued for appointment, substantiation and promotion (and funding). The TDU is primarily responsible for providing advice and support services in respect of the how of teaching, not the what or why. It is still at a very early stage of development. Its relationships with other faculties and departments, and its own credibility, have yet to be established, but it already is seen as a useful initiative as a traditional staff development and resource unit. The Unit has a clear brief: to assist in the improvement of teaching. It has realistic targets and has addressed its task effectively and with some success. There are some interesting initiatives: for example, building up a video bank to demonstrate excellence in teaching, and the use of teaching cells to promote dialogue and possibly lead to peer consultancy. The Unit's approach fits well with the culture of the University as a cohesive and caring academic community. Its hope is to build on and enhance collegiality and to enlist peer support in improving both the techniques of teaching and the devotion and commitment of staff to it.

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