Faculty Annual Workload Plan - Annual Workload Plan Template Rev - May 2025

Sep 11, 2026

Annual workload plan template for University of North Carolina at Chapel Hill faculty, covering required planning process, faculty information fields, and workload allocation by category. The form captures specific outputs and efforts with percentage-based time allocation totaling 100%, including teaching, research/creative activity, service, clinical work, administration, and other items. It also records annual goals (3–5 per relevant category) with measurable outcomes and assessment timelines, plus additional resources needed. Includes signature and dating requirements for faculty and primary chair/dean/designee.

LanguageEnglish

CategoryForms

FormatPDF

Pages5

Reading Time2 min

AccessFree to download

Faculty Information

Annual Workload

Annual Goals

Signature

University of North Carolina at Chapel Hill Faculty Annual Workload Plan Academic Year All faculty covered by the University’s Faculty Workload Policy must have an annual workload plan. Each faculty member will work with their Department Chair, Dean, or Dean’s designee to develop an annual plan, which will follow their school-level guidelines. Each academic school will set and communicate the annual workload plan timeline to unit faculty. FACULTY INFORMATION Faculty Name Primary Department ANNUAL WORKLOAD PID Faculty Rank Appointment Type Service Period | Workload Category | Specific Outputs and Efforts | Time Allocation | | --- | --- | --- | | The essential categories that constitute a faculty member’s workload. | For each applicable category, describe the work that the faculty member is expected to complete in the assigned academic year. These items may be inclusive of long-term department, school, or university initiatives. | Percentage of effort for each assigned category.
(Total percentage must equal 100%) | | Teaching
If listing courses, they must be identified by course prefix and number only. | | | | Research/Creative Activity Briefly describe the planned work (e.g., securing grant funding, producing a paper/book/journal article, and/or similarly describe the activity) | | | | --- | --- | --- | | Service
Indicate the faculty member’s role (e.g., chair, member, or other) for each committee listed. | | | | Clinical Work | | | | Administration | | | | Other (please indicate) | | | | | | TOTAL = 100% | ANNUAL GOALS Each faculty member will work with their Department Chair, Dean, or Dean’s designee to develop specific goals that build towards and align with the expectations of the next comprehensive review that a faculty member undergoes (e.g., reappointment, promotion, tenure, post-tenure review) . The goals will help set a framework for preparing the annual work plan and will be assessed during the annual evaluation. | Workload Category | Goals | Assessment | | --- | --- | --- | | The essential categories that constitute a faculty member’s workload.
(Refer to school-level workload policy for category definitions.) | Develop 3-5 goals per relevant category to support professional growth and guide career development. | Specify measurable outcomes and timelines for each goal, including milestones and progress dates. | | Teaching | | | | Research/Creative Activity | | | | Service | | | | Clinical Work | | | | --- | --- | --- | | Administration | | | | Other (please indicate): | | | | Additional Resources:
List any resources/support needed to achieve goals (i.e. mentoring, training, etc.) | | | Signature: I acknowledge receipt of my annual workload plan and understand that my signature below does not necessarily imply agreement with the contents outlined within the document. The document must be signed by all parties and dated. An electronic signature is permissible. Faculty Signature Date Primary-Chair/Dean/Designee Date

FAQs

What is the purpose of the Faculty Annual Workload Plan?

It provides a required annual plan for faculty members under the University’s Faculty Workload Policy, developed with the Department Chair, Dean, or designee and aligned to school-level guidelines.

How is faculty effort allocated in the annual workload section?

The plan requires percentage of effort for each workload category, and the total percentage must equal 100% for the academic year.

What information is required for annual goals and assessment?

For each relevant workload category, the plan specifies 3–5 goals with measurable outcomes and timelines, including milestones and progress dates.

Sep 11, 2026

Upload by River Wang