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A. INTRODUCTORY MATERIAL
Brief summary of the context of project/ context leading to the problem
The Director of the Centre for Faculty Development in LaFortune University requested a series
of online lessons as part of a year-long orientation program for new non-tenured faculty. More
specifically, the project consisted of developing a 30-minute lesson that provides tips for
interacting with students in university courses. The purpose of this program was to help new
non-tenured faculty transition into university teaching in order to reduce the high-turnover rates
in these positions due to not feeling prepared for the job. Despite receiving training on how to
interact with students in university courses, the new non-tenured faculty are not using the
strategies that they were taught to make their lectures more interactive, and instead use
traditional methods of lecturing in their courses. As such, a performance needs analysis was
conducted to identify the causes of this performance problem.
It is important to note that since LaFortune university is a fictional university, some of the
information presented in this report will be based on Concordia university’s information.
Brief explanation of how data was collected
The data was collected primarily through documentation. More specifically, the data was
collected through peer-reviewed articles that were accessed through educational databases,
namely PsycInfo and ERIC. Other online sources also include university blogs and handouts that
provided tips for facilitating interactive lectures. The guides and handouts provided on
Concordia University’s Centre for Teaching and Learning (CTL) website were also examined.
However, most of the resources provided on the CTL website are available only through Cspace,
an intranet exclusively for Concordia’s faculty and staff. As such, those resources could not be
accessed.
Given more time, more data would have been collected through interviews with current faculty
and students. Interviews would have been conducted with current faculty in order to learn about
their teaching styles and the strategies they use to make to make their classes interactive and
engaging. Interviews would have also been conducted with students in order to learn about the
types of lectures they have experienced, which ones they have preferred and why, as well as their
attitudes towards interactive lecturing.
lesson that provided tips for interacting with learners in university courses. While some of the
new faculty have teaching experience in continuing education and in corporate training, most of
them do not have experience with university teaching so the training program was designed to
prepare them for university teaching.
Despite receiving training for making their classes more interactive, the new non-tenured faculty
are not using the strategies they were taught to make their classes more interactive and instead
use traditional methods of lecturing instead.
2. State the business need
The business need underlying the request is to contain expenses as the training program is meant
to reduce the high turnover rate of non-tenured track faculty. By providing new faculty with
better training, they are more likely to remain in their teaching positions, thus containing the
costs of having to re-hire new faculty.
3. Describe current and ideal performance
Current performance
• As a narrative:
Professor Lindell is a new non-tenured faculty in the department of History at LaFortune
University who is currently teaching 2 courses: World History and Classical History. Due
to the number of courses he has to teach, he has recently hired some Teaching Assistants
(TAs) to assist him with some of his teaching responsibilities, such as answering
students’ questions about course material and grading assignments. His TAs are all
graduate students within the History Department so he has confidence that they will be
able to help him answer some of his students’ questions.
Since teaching history consists mostly of presenting historical facts, Professor Lindell
usually prepares PowerPoint slides for his lectures. His slides are usually very detailed
and even contain additional information in the notes section that he and his students can
refer to. In order to avoid confusing his students with the material(?), Professor Lindell
only talks about what is presented on the slides and reads the content aloud nearly word
for word.
Although he usually ends the class 5 minutes earlier, when he manages to cover all of the
course material, he concludes his class sessions by asking his students whether they have
any questions about the material presented. When he is met with silence most of the time,
he bids the students farewell and leaves when most of the students have left the
classroom.
Furthermore, when he receives a large volume of emails, he forwards them to his TAs in
case he does not have the time to answer all of the students’ questions. He usually
receives a large volume of emails during the midterms’ and finals period, which is a
crucial time for students as they prepare for their exams.
CAROL KOO PERFORMANCE NEEDS ANALYSIS 3
thus not comfortable with class discussions. Even though participation in class
discussions counts for 5% of her overall grade, she would rather not participate in
these discussions because she is not comfortable with sharing her responses and
opinions.
o Average motivation: Charlotte is an 18-year-old undergraduate student majoring
in Anthropology at LaFortune University. In her Prehistoric Anthropology class,
her professor tends to use an interactive style of lecturing as he incorporates
discussion questions within his course lectures. Despite having done the required
reading and being ahead in class readings, when it comes to class discussions, she
usually freezes and is too shy to contribute. She knows the answer to the question
but does not feel comfortable sharing her questions aloud in front of the entire
class out of fear of embarrassing herself. She only answers the questions when
she is certain that her answer is correct but even so she tends to stutter, much to
her embarrassment. However, since 5% of her grade is for participating in class
discussions, Charlotte tries her best to overcome her shyness and to contribute
more often.
o High motivation: Steven is a 32-year-old undergraduate student who has decided
to go back to school to pursue another degree at LaFortune University because of
his passion for education. He is currently majoring in Early Elementary and
Childhood Education (ECEE) because he hopes to change careers and become an
educator at an elementary school. He is currently taking a course called
Philosophy of Education, where the class sometimes consists of small and large
group discussions but is delivered as a lecture most of the time. In fact, while
most of his classmates do not seem to enjoy the discussion segments of the
course, he happens to enjoy them much more than the course lectures, which he
finds to be a little repetitive and boring at times. He is actually very active during
class discussions and usually has a lot to contribute. He enjoys these class
discussions because he usually has a lot of questions to ask and likes to hear his
classmates’ opinions about the readings. He also finds that the class discussions
help him remember the material better. He would actually prefer it if the
Professor had provided more time for class discussions or at least tried to make
the lectures more engaging and interactive.
5. Describe context
The new non-tenured faculty are currently teaching undergraduate students at LaFortune
University. As they are still new to university teaching, they are primarily teaching in face-to-
face classrooms. As such, they are likely to be teaching larger classes, which may in turn result
in fewer interactions between students and faculty (Bates, 2015a). Due to senior faculty teaching
less and focusing mainly on graduate students, traditional lecturing methods are used to teach
larger classes at the undergraduate level (Bates, 2015b).
6. Describe constraints
CAROL KOO PERFORMANCE NEEDS ANALYSIS 9
• As mentioned in the previous section, new non-tenured faculty may have to teach larger
classes as class sizes increase (Bates, 2015a). As such, class size is a constraint as new
faculty have no control over the number of students they will be teaching.
• In relation to the class size, another constraint may be the sense of anonymity that the
students may experience in larger classes (“Managing the large enrollment course”, n.d.;
Savage, 2017)
• The physical layout of a classroom may also be a constraint as classes may take place in
large lecture halls that have “stadium seating with fold down desktops or tables bolted to
the floor” (University of South Florida, n.d., p. 1). The desk and seat placement within a
classroom may thus make it difficult for new non-tenured faculty to facilitate interactive
sessions.
• The subject matter being taught may make it difficult to incorporate interactive strategies
in the classroom (Strauss, 2017). Traditional lectures may work best for material that
needs to be transmitted as is (Carliner, 2015).
Given the success of the intervention, the business need underlying the request is to contain
expenses by reducing the high turnover rate of new non-tenured track faculty by 10%. By
addressing the performance problem, new non-tenured faculty are more likely to remain in their
teaching positions, thus containing the costs of having to re-hire new faculty.
Performance objectives
New faculty
o Main Objective 1: At the beginning of the semester, identify students’ characteristics
and needs as much as possible
▪ Given the size of the class and the amount of time, ask students to identify
themselves briefly as much as possible
▪ Given the amount of time, ask students to provide information about their
program, year of study, and questions that they may about the course on a
small sheet of paper before the end of the first class
o Main Objective 2: Before the beginning of the semester, create a plan for class
activities before the start of each class session
CAROL KOO PERFORMANCE NEEDS ANALYSIS 10
familiar with other models of teaching (Bates, 2015b). They are not familiar with other
models of teaching because they are hired based on research or work experience, and not
on teaching experience so they may not understand how students learn (Bates, 2015b).
Environment – Resources:
3. New faculty are not provided enough time to prepare interactive sessions because of their
increased workload, which is in turn caused by the increase in class sizes (Bates, 2015a).
Furthermore, they may not have time due to their research responsibilities (Bates, 2015a;
“How to become a college professor”, n.d.).
4. Large and noisy classrooms can make it difficult to facilitate interactive lectures because
of the larger class sizes (Bates, 2015a, 2015c).
Knowledge/Skills Capacity Motives
1. New faculty may not 1. New faculty may be 1. Although this question is
have experience with afraid (Steinert & Snell, important, the answer
interactive lecturing. 1999) and reluctant to do cannot be found.
something different
2. Although this question is 2. New faculty may not
(Bates, 2015b).
important, the answer want to work as hard,
Individual
Individual – Knowledge/Skills:
1. New faculty may not have experience with interactive lecturing, especially at the
university level where they may have to teach larger classes (Bates, 2015a). But, as
mentioned earlier in the PNA, some the new faculty have experience teaching in
continuing education or corporate training.
Individual – Capacity:
1. New faculty may be afraid of using interactive lecturing as they may be afraid of not
being able to control the classroom, not being able to cover all of the content, and not
being able to answer students’ questions (Steinert & Snell, 1999). They may also be
reluctant to use interactive lecturing because they may feel that traditional lecturing
enhances their status as an expert and may find it personally satisfying to talk without
being interrupted (Bates, 2015b).
CAROL KOO PERFORMANCE NEEDS ANALYSIS 14
Individual – Motives:
1. New faculty may not want to work as hard, but work smartly instead, because of their
increasing teaching load as a result of the increase in class size (Bates, 2015a). Because
of the increase in class size, new faculty may be more likely to use traditional lecturing as
it is an efficient way of delivering large amounts of information to a large group of
students (Macdonald et al., n.d).
9. Summative evaluation instruments
• Engagement: Given that forums can be posted on the university’s intranet for faculty
and staff, a poll will be posted to ask faculty whether they have used interactive lecturing
strategies in their teaching and will be asked to select either a “yes” or a “no” response to
the question. The responses will be displayed as a bar graph once they have selected their
response. To measure engagement, the total number of ‘yes’ and ‘no’ responses posted to
the poll question will be counted. Another way of measuring engagement is to post a
question on a forum on the university’s intranet asking faculty how they make their
classes interactive. The number of posts that are posted in response to this question will
be counted and will be used to measure engagement as well.
• Individual performance: In order to measure the individual performance of new non-
tenured faculty, students will be asked to evaluate the performance of the new non-
tenured faculty through a survey (refer to Appendix B for a sample of the survey). The
questions asked on the survey will correspond the performance objectives.
• Organizational performance: In order to keep track of the number of new non-tenured
faculty who remain in their teaching positions, a list of the faculty for each department
will be kept and examined with regard to the number of faculty.
CAROL KOO PERFORMANCE NEEDS ANALYSIS 15
References
10+ Teacher evaluation forms. (n.d.). Retrieved from
https://www.template.net/business/forms/teacher-evaluation-form/
Bates, A. W. (2015a). 1.5 The impact of expansion on teaching methods. In Teaching in a
Digital Age (Chapter 1). Retrieved from
https://opentextbc.ca/teachinginadigitalage/chapter/section-1-5-the-impact-of-expansion-
on-teaching-methods/
Bates, A. W. (2015b). 3.3 Transmissive lectures: Learning by listening. In Teaching in a Digital
Age (Chapter 3). Retrieved from https://opentextbc.ca/teachinginadigitalage/chapter/4-2-
transmissive-lectures/
Bates, A. W. (2015c). 3.4 Interactive lectures, seminars, and tutorials: Learning by talking. In
Teaching in a Digital Age (Chapter 3). Retrieved from
https://opentextbc.ca/teachinginadigitalage/chapter/4-3-interactive-lectures-seminars-
tutorials-and-moocs/
Carliner, S. (2015). Training design basics (2nd ed.). Alexandria, VA: ATD Press.
Centre for teaching and learning. (n.d.). Retrieved from
https://www.concordia.ca/offices/ctl.html
Cspace. (n.d.). Retrieved from
https://cspace.concordia.ca/login.html?redirect=%2fresources%2ffaculty%2fteaching.html
Dawson, D. (2009). Faculty Engagement in Teaching Development: Part 1. Retrieved from
https://teaching.uwo.ca/pdf/research/Reflections_61.pdf
Faure, E. (2018). Dean's awards for excellence-Call for nominations-2017-2018. Retrieved from
http://www.concordia.ca/cunews/artsci/2018/03/13/dean-s-awards-for-excellence---call-
for-nominations---2017-2018.html
How to become a college professor. (n.d.). Retrieved from
https://www.teacher.org/career/college-professor/
How to give interactive lectures. (n.d.). Retrieved from
https://serc.carleton.edu/sp/library/interactive/howto.html
Macdonald, H., Teed, R., Hoyt, G., Imazeki, J., Millis, B., & Vazquez-Cognet, J. (n.d.).
Interactive lectures. Retrieved from
https://serc.carleton.edu/sp/library/interactive/index.html
Major, C.H. (n.d.). Engaging students through interactive lecturing. Retrieved from
http://www.nea.org/assets/docs/Thriving_InteractiveLecturing.pdf
Managing the large enrollment course. (n.d.). Retrieved from
https://serc.carleton.edu/sp/library/interactive/mgtlarge.html
CAROL KOO PERFORMANCE NEEDS ANALYSIS 16
Miller, C. J., McNear, J., & Metz, M. J. (2013). A comparison of traditional and engaging lecture
methods in a large, professional-level course. Advances in Physiology Education, 37, 347-
355. Retrieved from https://www.physiology.org/doi/pdf/10.1152/advan.00050.2013
Resources. (n.d). Retrieved from https://www.concordia.ca/sgs/resources.html
Samson, N., & Shen, A. (2018, March 20). A history of Canada’s full-time faculty in six charts.
University Affairs. Retrieved from https://www.universityaffairs.ca/
Savage, L. (2017). How to make your college lectures more meaningful. Retrieved from
https://blog.cengage.com/how-to-make-your-college-lectures-more-meaningful/
Schwartz, M. (n.d.). Making lectures more engaging. Retrieved from
https://www.ryerson.ca/content/dam/lt/resources/handouts/EngagingLectures.pdf
Shen, A. (2017, November 29). Data on number of professors and their salaries released after
five-year hiatus. University Affairs. Retrieved from https://www.universityaffairs.ca/
Steinert, Y., & Snell, L. S. (1999). Interactive lecturing: Strategies for increasing participation in
large group presentations. Medical Teacher, 21(1), 37-42. Retrieved from
https://med.ubc.ca/files/2012/03/Interactive-Lecturing-Strategies.pdf
Strauss, V. (2017, July 11). It puts kids to sleep – but teachers keep lecturing anyways. Here’s
what to do about it. The Washington Post. Retrieved from
https://www.washingtonpost.com
University jobs in Canada: Everything you need to know. (2017). Retrieved from
https://www.timeshighereducation.com/unijobs/article/university-jobs-in-canada-
everything-you-need-to-know/
University of South Florida. (n.d.). Interactive teaching in large lectures. Retrieved from
https://www.usf.edu/atle/documents/handout-interactive-teaching-large-lectures.pdf
CAROL KOO PERFORMANCE NEEDS ANALYSIS 17
Appendix A
Information Resources Incentives
1. Are the roles and 1. What materials, tools, 1. What financial and
performance and/or resources are non-financial
expectations of new available to help new incentives present?
faculty clearly defined? faculty facilitate How are new faculty
Are the roles and interactive sessions? rewarded for
performance of current How can new faculty facilitating interactive
faculty clearly defined? refer to existing sessions or for their
How are new and current materials, tools, and/or teaching in general?
faculty receiving resources?
feedback? 2. What is the quality of
2. Do new faculty have the work environment?
2. Are there clear and access to experts who Are there opportunities
relevant guidelines that can guide them in for advancement? Are
Environment
Appendix B
Evaluation of Instructor’s Performance
*Notes: The survey below is adapted from 10+ Teacher Evaluation forms
(https://www.template.net/business/forms/teacher-evaluation-form/)
Choose a number that best describes the following statements:
1. The instructor has demonstrated a level of preparation in terms of incorporating class
activities into their lectures (Examples of class activities: small or large group
discussions):
1 2 3 4 5
Strongly Disagree Somewhat Agree Strongly Agree
2. The instructor creates a supportive environment that encourages students to interact with
one another in a safe manner during class activities:
1 2 3 4 5
Strongly Disagree Somewhat Agree Strongly Agree
1 2 3 4 5
Strongly Disagree Somewhat Agree Strongly Agree
4. The instructor demonstrates strategies for breaking the class into groups for class
activities:
1 2 3 4 5
Strongly Disagree Somewhat Agree Strongly Agree
1 2 3 4 5
Strongly Disagree Somewhat Agree Strongly Agree
6. In a few lines, describe how the instructor makes the class more interactive:
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