Folks:
The posting below looks at the steps required for building an administrative portfolio. It is from Chapter 8, Building the Administrative Portfolio, in The Administrative Portfolio; A Practical Guide to Improved Administrative Performance and Personnel Decisions, by Peter Seldin, Lubin School of Business, Pace University, Pleasantville, NY and Mary Lou Higgerson, Baldwin-Wallace College, Berea, Ohio. ISBN 1-882982-47-9, Anker Publishing Company, Inc., 176 Ballville Road, P.O. Box 249, Bolton, MA 01740-0249 US. [www.ankerpub.com]. Copyright © 2002 by Anker Publishing Company, Inc. All rights reserved. Reprinted with permission.
Regards,
Rick Reis reis@stanford.edu UP NEXT: Quality and Performance Excellence in Higher Education
Tomorrow’s Academic Careers
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BUILDING THE ADMINISTRATIVE PORTFOLIO
In the preceding chapters, the writers describe what an administrative portfolio is, why and how it can be useful, and delineate the basic ingredients required to create one. This chapter details the process of building an administrative portfolio.
Step 1. Determine the Purpose for Building an Administrative Portfolio
The task of building an administrative portfolio will progress more smoothly if the administrator begins by reflecting on the purpose and audience for the portfolio. Why compile a portfolio? Will it serve as a means to evaluate and improve performance in the administrator’s current position? Will it be used as part of a formal performance appraisal? Will the portfolio to be used to seek another position? Is the administrator preparing the portfolio to leave a written legacy to benefit others who will assume similar responsibilities? The administrator may intend for the portfolio to serve multiple purposes, but it will be important to distinguish between primary and secondary purposes because the priorities for building a portfolio are likely to influence decisions about its content.
Step 2. Identify the Anticipated Readers of the Portfolio
Once the purpose for preparing a portfolio is clear in the administrator’s mind, it should be relatively easy to identify the anticipated readers (self? supervisor? prospective employer? review committee? search committee?). The list of anticipated readers will inform decisions about how best to structure and draft the portfolio narrative. For example, if the sole purpose is self-reflection to further improve job performance, the administrator can abbreviate the explanation of position responsibilities that would be needed if the portfolio were to be read by someone who is less familiar with the administrator’s current responsibilities. If the portfolio will be used to support a job application, the content needs to include description sufficient for readers who have no familiarity with the administrator’s current position and duties. It will be useful to keep the anticipated readers in mind as the administrator moves through the portfolio building process and makes decisions about its content.
Step 3. Develop the Table of Contents for the Administrative Portfolio
It is helpful to develop the overall plan for the portfolio before the administrator begins to write. In Chapter Six of this text, the writers provide some suggestions on what the table of contents might look like for an administrative portfolio compiled for the purpose of evaluation, and how the table of contents might be altered to prepare a portfolio for improvement. The administrator is not bound to use either of these models. Rather, the specific table of contents included in the administrative portfolio should be unique to the administrator and the purpose of building the portfolio. For example, if the administrator is building a portfolio for improvement but also wants the reflective process inherent in portfolio writing to help assess the best job fit, the administrator may want to add a section that details those aspects of the administrator’s current position which are enjoyable and comfortable and those which the administrator finds extremely uncomfortable to perform. Conceptualize the table of contents as a road map that directs the reader in discovering who the administrator is and why the administrator functions as he or she does in the position.
Step 4. Write the Basic Portfolio Information
The portfolio should include certain basic information even though the actual presentation of this information will vary from one portfolio to another. The administrator’s portfolio should include an introduction, a summary of administrative responsibilities, and a description of the administrator’s approach to administration. These three components typically become the first three sections of the portfolio.
The introduction describes the purpose of the portfolio (improvement? personnel decisions? grant? seek employment? legacy?), the institutional context (size, mission, campus culture, public or private), and the administrative unit directed by the administrator (department? division? college? institution?). The overall length of the introduction is usually no more than three or four paragraphs.
The summary of administrative responsibilities should read like an operational position description. It should be more than a list of what the administrator does in that the statement of administrative responsibilities should provide a sense of the breadth and complexity of the administrator’s current duties. For example, rather than merely listing a task force that the administrator chairs, offer a brief description of the responsibility that allows the reader to assess the magnitude of the activity (e.g., chair campus-wide task force appointed by the president). Similarly, if the administrator spends a significant amount of time nurturing untenured faculty, describe the magnitude of this responsibility by giving the number of untenured faculty currently mentored and providing specific examples that illustrate the type of professional coaching offered.
It is helpful to organize the summary of administrative responsibilities so that the reader can easily grasp the magnitude and complexity of each administrative duty. If, for example, the bulk of the administrator’s time is spent on personnel matters because the administrator chairs a department of 40 full-time and dozens of part-time faculty, then the personnel responsibilities of the administrator’s position should be listed first. If during recent years a significant portion of the administrator’s time has been directed toward fundraising and development activities, give this responsibility a more prominent placement in the summary statement.
Do not limit the administrator’s summary to tasks included on the generic position description included in the institution’s policy manual if the assigned responsibilities have changed or expanded beyond those listed. Typically individuals who are very skilled at their job take on more responsibilities than the duties listed in initial position description. One advantage of preparing an administrative portfolio is to illustrate how a particular position has evolved to encompass new responsibilities. The summary should also include any agreement, formal or informal, that the administrator may have made with the supervisor concerning specific and/or additional responsibilities that the administrator has undertaken. The summary of administrative responsibilities rarely exceeds one page in length.
The third item of basic information included in all administrative portfolios is a description of the administrator’s approach to administration. In the table of contents, the administrator may wish to title this statement, “philosophy of administration,” “approach to administration,” “administrative objectives and methodology,” or “administrative strategies.” Whatever the specific title, this statement is a two- to three-page reflective description of the administrator’s perspective on how one should carry out the responsibilities of the position. In this section, the administrator informs the reader about how and why the administrator carries out the assigned responsibilities as he or she does.
The statement will have more meaning if the administrator includes specific examples of administrative practices that show how the methodologies used fit administrative objectives within the context of the institution’s mission and campus culture. In this section, the administrator provides the reader with a sense of the values and priorities that the administrator brings to the position and the administrator’s logic for decision-making, approach to supervising others, and manner for working with colleagues. This section of the portfolio offers the reader a more insightful look at how the administrator does the job than the reader might get from observing the administrator. When assessments are based on third-party observations, the administrator being described or evaluated is at the mercy of those things the observer elects to notice, whereas the administrator controls the content of the portfolio and, therefore, builds the perceptual frame from which the reader will view and assess the administrator’s performance. At a minimum, make certain that the portfolio addresses the key aspects of how the administrator approaches the position responsibilities.
Step 5. Select a Portfolio Mentor
The writers recommend that the administrator use a mentor in building the portfolio. In Chapter Three of this text, the authors describe the benefits of collaboration and suggest who might serve as a mentor for the portfolio process. Depending on the purpose of preparing the portfolio, the ideal mentor may be the administrator’s supervisor or another colleague at the home institution. The administrator may also use a professional colleague from a different institution. The mentor can be anyone the administrator believes can coach him or her through a reflective process in which the administrator analyzes how he or she performs the administrative responsibilities. To be effective, the mentor must have the interpersonal skills and attitude necessary to develop the type of relationship needed for effective mentoring. The administrator’s mentor must also have knowledge of measures and procedures for assessing effective administrative performance.
The administrator will want to select and involve the mentor after determining the portfolio purpose and anticipated readers. If the administrator’s mentor is unfamiliar with the portfolio, the mentor may find it helpful to review this text before beginning work. Once the mentor is briefed on the portfolio, he or she will be ready to review the draft introduction, summary of administrative responsibilities, and statement of administrative philosophy. If the administrator finds it difficult to draft these items, he or she will want to involve the mentor to talk through the content of the first three sections of basic portfolio information.
Please remember that the administrator’s mentor can only be effective in helping prepare the portfolio if the administrator engages openly in a reflective collaboration about his or her administrative responsibilities and job performance. The administrator must resolve to approach this exercise in an objective, analytical manner. If he or she becomes defensive, there is not much that the mentor can do to help, and the administrator will fail to realize the many benefits of preparing an administrative portfolio.
If, for any reason, the administrator decides to self-mentor, the writers recommend that he or she read Chapter Nine on serving as a portfolio mentor and answer the questions recommended for the mentors. The administrator should consider using a colleague to discuss one or more specific issues relevant to the portfolio to help with the decisions that are best made when corroborated. For example, if the administrator is unsure whether a particular illustration evidences a certain skill, the administrator can corroborate the thinking on this one aspect with someone even if the administrator does not have a mentor for the entire portfolio writing process.
Step 6. Select Items for the Portfolio
In addition to the basic portfolio information (introduction, summary of responsibilities, and description of administrative philosophy), the administrator will want to select other items that illustrate his or her administrative style (behaviors) and offer evidence of administrative effectiveness (outcomes). The items that project the style will describe how the administrator approaches such activities as decision-making, planning, organizing, and communicating. The items that indicate the administrator’s effectiveness will inevitably include demonstrable results (awarded accreditation, grants received, increased diversity) and performance evaluation data. The items included in the portfolio should provide the teacher with an assessment of the administrator’s capacity for, and effectiveness in, performing the assigned responsibilities. Collectively, the items included in the portfolio should give the reader a clear impression of such important aspects as the administrator’s knowledge about the position, acumen for resource and personnel management, interpersonal skill, professional judgment, and commitment to professional growth.
The items included in the portfolio may come from oneself or from others. In Chapter Five of this text, the writers present a sampling of the types of items that might be included in a portfolio. While this is not an exhaustive list, it illustrates the range of items that might be selected to evidence the administrative style and effectiveness. It is important to remember that no single item in the portfolio can possibly provide a comprehensive view of the administrator’s performance. Rather, the reader’s impression of that performance will culminate from a summative review of all the items included in the portfolio. The selection of particular items for the portfolio offers comment on the administrator’s personal priorities and preferences, administrative style, and particular responsibilities
Since the portfolio derives from a reflective, collaborative process, it is possible that each new step will cause the administrator to fine tune previous steps. For example, as the administrator chooses the items to be included in the portfolio, he or she may find it necessary to modify the table of contents or to retitle some of the sections of the portfolio. The administrator may even want to reconsider the purpose for building a portfolio and perhaps sharpen the focus of the introduction to the portfolio.
Step 7. Prepare Statements on Each Item
For each of the administrative responsibilities listed, prepare a statement of the administrator’s activities, initiatives, and accomplishments. If, for example, one responsibility is faculty development, the administrator may engage in such activities and initiatives as conducting annual performance counseling sessions with individual faculty, starting a mentoring program for new faculty hires, or implementing a teaching portfolio program focused on improvement of individual faculty. The administrator’s accomplishments might include coaching six untenured faculty through successful tenure application and securing funds from the central administration to support faculty travel to professional conferences. The objective for the statement is to inform the reader of the nature and extent of work performed by the administrator for each position responsibility.
Step 8. Select and Organize the Appendices
The narrative of the typical portfolio is approximately eight to 12 double-spaced pages. The items included in the narrative are supported by documentation that is presented in a series of appendices. Resist the temptation to include many lengthy documents as appendices. The appendices will only serve the intended purpose if they are of a manageable number and length for the reader to digest. The information presented in the appendices serves as supportive evidence for statements made in the portfolio. Documents presented as appendices may include performance evaluation data, reports, letters from accrediting bodies or other external reviewers, and documents or materials prepared by the administrator in performing assigned responsibilities.
The administrator may find it useful to flag the statements made in the draft portfolio that warrant some type of supporting evidence and make certain that there is appropriate and sufficient support for each statement included in the appendices. It is entirely possible that one supporting item can be used to document several statements. For example, if one major responsibility involved preparing a department for accreditation review, the letter from the accrediting agency is likely to address many, if not all, of the varied aspects of this administrative responsibility.
Step 9. Present the Portfolio
It is efficient and practical to organize the portfolio in a single three-ring binder that arranges the various documents and materials in separate sections labeled with identification tabs. Once everything is in final form, the administrator will want to allow his or her portfolio mentor to review it. If the administrator has collaborated with a mentor in building the portfolio, the administrator will discover that the mentor is as invested in the final product as the administrator. Consequently, portfolio mentors are typically excellent proofreaders.
If possible, the administrator may want to have the portfolio reviewed by one or a few individuals who did not collaborate on its preparation to determine if the portfolio achieves the intended purpose. The writers recommend that the administrator meet individually with anyone reading the portfolio to hear firsthand the reader’s reaction to it. The session will be more productive if the administrator resists the temptation to defend what is in the portfolio but asks specific follow-up questions in order to understand how the content was received. Such invited reviews of the portfolio will provide the administrator with useful feedback on whether the portfolio content and presentation serves the intended purpose.