susi poli on behalf of the earma professional development working group

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Susi Poli on behalf of the EARMA Professional Development Working Group

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Page 1: Susi Poli on behalf of the EARMA Professional Development Working Group

Susi Poli on behalf of the EARMA Professional Development

Working Group

Page 2: Susi Poli on behalf of the EARMA Professional Development Working Group

Contents

Overview of the theory around research management (RM) and main issues arising from the body of literature

Professionals in HE and who the blended professionals are

Dealing with definitions of research managers (RMs), with the array of positions/tasks and with a minimum set of requirements

Other tricky concepts: working spaces and academic/cultural capital

RMs and all the other professional groups Issues of recognition of role and contribution to research

Page 3: Susi Poli on behalf of the EARMA Professional Development Working Group

The theoretical frameworkProfessionals in HE

HE Professionals can be categorized on the basis of their approach with existing structures and of attitude to respect boundaries among functions and roles

bounded: old style-professionals, shaped around the “definition of own role in terms of maintaining well-defined processes as well as reluctant to deviate from core functions”;

cross-boundary: are performers using “boundaries to construct and modify their identities … actively work across a number of locales to contribute to institutional capacity building”;

unbounded: are those showing “a sense of being keyed into networks that facilitate the exchange of information and intelligence that can be invested in the institution … acting as a pathfinder”;

blended: have “an ability to work in ambiguous space between professional and academic domains … actively using a mixed background to advantage” (Whitchurch, 2006).

Page 4: Susi Poli on behalf of the EARMA Professional Development Working Group

The theoretical frameworkWho the blended professionals are

Blended professionals are hybrid or multi-professional identities, to stress their blend of profiles, both of academia and management; so they appear as those neither part of the senior management team nor of the research staff (Whitchurch, 2008)

They have been recruited through “dedicated appointments that span both professional and academic domains” (Whitchurch, 2008b)

Not necessarily PhD holders, but individuals with academic credentials, such as master’s and doctoral qualifications, performing quasi-academic functions coupled with the possibility of moving into an academic management role (Whitchurch, 2008a)

Page 5: Susi Poli on behalf of the EARMA Professional Development Working Group

The theoretical framework Who RMs are and array of positions and tasks

The array of RM roles seems as much wide as before and positions range from those traditional: research contract officer to outreach programme coordinator; from enterprise officer to information development officer; from national research programmes officer to the EU and regional one, from training officer, so on (Bushaway, 2003)

To the newer ones, met in today’s UK Higher Education (HE) job market, that include: research facilitator, doctoral funding development manager, researcher training & development manager, so on

Page 6: Susi Poli on behalf of the EARMA Professional Development Working Group

The theoretical framework The minimum set of requirements for RMs

A minimum set of requirements for RMs should include: - research skills, the laboratory environment and practice, ICT for research, E-search, introduction into the unit and the wider university, pricing research, working in a research group, IP, setting research goals and measuring attainment, writing successful grants, research results, writing up, contracting; - non-research skills, presentation, writing for publication, setting deadlines, PM, team-playing in research, personal initiative-taking, communication and interpersonal skills (Bushaway, 2003)

Page 7: Susi Poli on behalf of the EARMA Professional Development Working Group

The theoretical framework Working spaces where RMs perform and interact

Working spaces may be seen as inhabited by ambiguity with possibilities for boundary-crossing and fluidity of identity (Allen-Collinson, 2009).

Third Spaces of Collaboration are populated by multi-professional teams working together on long/short-term projects and are frequently characterized by a common spoken language (Whitchurch, 2008a); it seems a fruitful combination of expertise, from the academic and the professional side, aiming to achieve institutional goals

The shifting arena as the shared space of tension, where RM crosses into the academic domain. Reason of such a tension is that research, for its own definition, is intricately associated with academics, so that such a space comes to be the one in which all the tensions and struggles come up with evidence. But an increased understanding of this space could enhance collaboration and maximize effort and outputs (Shelley, 2009)

Page 8: Susi Poli on behalf of the EARMA Professional Development Working Group

The theoretical framework Dealing with academic and cultural capital

Academic capital tells of RMs’ contribution to research and, more often, lies on the evidence that they are more academically qualified (with PhD or post-doc awards) than their counterpart academics (Allen-Collinson, 2009)

And just academic capital seems to belong more to new RMs (to mark the difference between traditional and new RMs) because typically trained as PhDs in the fields in which they work and so more skilled once involved in planning/execution of research projects (Schuetzenmeister, 2010)

Page 9: Susi Poli on behalf of the EARMA Professional Development Working Group

The theoretical framework Dealing with academic and cultural capital

Shared research in the shifting arenas means production of cultural capital for academics and RMs

RMs’ cultural capital stands for accumulation and value of the research support capital that they hold

So that credibility and recognition of contribution to research lie (not on the title) but rather on accumulation of such cultural capital, namely their own form of managing the research activity, influenced by the local cultural context and the broader policy research context of HE (Shelley, 2009)

Page 10: Susi Poli on behalf of the EARMA Professional Development Working Group

The theoretical frameworkRelationships with other professional groups

Issues of “moral exclusion” for RMs that, in some cases, seem to be invisible professionals (no recognition of contribution, role, over-qualification, so on)

Sometimes they have been marked as “others” by academics and, among negative labels, frequently named support or non-academic staff (Shelley, 2009)

But issues of tension come up not only with academics in the shifting arenas, but also with other administrators and professional groups in HE

RMs deemed as “othered” by colleagues and perceived as snobby people (Allen-Collinson, 2009)

Page 11: Susi Poli on behalf of the EARMA Professional Development Working Group

The theoretical frameworkIssues of recognition of role and contribution to research

Over-qualification, academic and cultural capital, all issues impacting on recognition of contribution to research (Shelley, 2009)

What is going on about recognition across Europe: the Report on the Project to Create a Professional Development Framework for Research Managers and Administrators by ARMA (UK), other associations have shaped own frameworks, f.e. Vitae UK and its Researcher Development Framework or AUA UK and the Continuous Professional Development Framework

Research leadership and research management (LFHE tender ): “Investigating ‘Research Leadership’ in the context of a changing research landscape: a scoping study”

Page 12: Susi Poli on behalf of the EARMA Professional Development Working Group

Bibliography Allen-Collinson, J. (2009). "Negative 'marking'? University research

administrators and contestation of moral exclusion." Studies in Higher Education 34(8): 941-954.

Bushaway, R.W. (2003). Managing Research. Open University Press Hockey, J. and J. Allen-Collinson (2009). "Occupational knowledge and

practice amongst UK university research administrators." Higher Education Quarterly 63(2): 141-159.

Schuetzenmeister, F. (2010), “University Research Management: An Exploratory Literature Review”, European Union Center of Excellence, University of California, Berkeley, Institute of European Studies

Shelley, L. (2009). "Research managers uncovered - Changing roles and 'shifting arenas' in the academy." Higher Education Quarterly, 64(1), pp. 41-64.

Whitchurch, C. (2008a). "Shifting Identities and Blurring Boundaries: The Emergence of Third Space Professionals in UK Higher Education". Higher Education Quarterly, 62(4), pp. 377-396.

Whitchurch, C. (2008b). Professional Managers in UK Higher Education: Preparing for Complex Futures. Final Report. London: Leadership Foundation for Higher Education (www.lfhe.ac.uk/publications/research.html).

Page 13: Susi Poli on behalf of the EARMA Professional Development Working Group

Thank you for attention and all comments welcome

Pleased to keep talking about these issues

[email protected]

[email protected]

Page 14: Susi Poli on behalf of the EARMA Professional Development Working Group

Who we are and what we

need?Summary of questionnaire

Kristel ToomTallinn University, Estonia

Page 15: Susi Poli on behalf of the EARMA Professional Development Working Group

Contents

Results of Questionnaire

Purpose

Respondents

Expectations

Professional Development WG

Report

Plans for next year

Page 16: Susi Poli on behalf of the EARMA Professional Development Working Group

Why Questionnaire?

Professional Development WG 2011

WG goals: Training Certification

Need to know what members expect

To get input and

…to map needs

… to start with the PD framework

Page 17: Susi Poli on behalf of the EARMA Professional Development Working Group

About the Questionnaire

The questionnaire was sent out to all members in November 2011

…and later to other professionals

Web Questionnaire

39 correct responses

You still have possibility to participate!

Page 18: Susi Poli on behalf of the EARMA Professional Development Working Group

Responses by CountryUK (26%)Estonia (13%)Spain (8%)Ireland (8%)Germany (8%)Denmark NetherlandsNorwayPortugalUSKosovoSwitzerlandSloveniaItaly Finland Czech RepublicAustria

Page 19: Susi Poli on behalf of the EARMA Professional Development Working Group

Membership Status of Respondents

Status Period

Results

49% individual31% institutional21% non-members

38% members since 2011

Page 20: Susi Poli on behalf of the EARMA Professional Development Working Group

General Information of Respondents

51% 49%

Gender Age

✓ 28%

3%

Results

Page 21: Susi Poli on behalf of the EARMA Professional Development Working Group

Level of Education

Mainly in fields of natural/biosciences 15 and management/economics14

46% have master’s degree

Unfortunately we didn’t ask experience in research…

Results

Page 22: Susi Poli on behalf of the EARMA Professional Development Working Group

Nature of WorkPosition Areas

Position doesn’t show the scope of the work!

Results

Page 23: Susi Poli on behalf of the EARMA Professional Development Working Group

Years of Experience

The majority of more experienced professionals!

(Sphinx moth)

Results

Page 24: Susi Poli on behalf of the EARMA Professional Development Working Group

Expected Events for Professional Development

Annual Conferences (65%)

Working Group Meetings (23%)

Regular Trainings (21%)

Expert Meetings (16%)

Certificate Trainings (15%)

Professional Events (13%)

E-learning (11%)

Country Visits (9%)

44% attend professional trainings on regular basismainly organised by professional associations

The majority have no preference in where trainings take place

72% – organisation has a positive attitude to RM trainings88% – possibly receive resource for participating

Results

Page 25: Susi Poli on behalf of the EARMA Professional Development Working Group

Expected Areas of Trainings

Research Management (27%)

Research Policy (17%)

Project Coordinating (14%)

Cooperation with SMEs (13%)

Funding Opportunities (12%)

Full Costing (12%)

Financial Reporting (11%)

Analysing Research Performance (10%)

Auditing (9%)

Project Writing (9%)

Contracting (8%)

Results

Page 26: Susi Poli on behalf of the EARMA Professional Development Working Group

How long should a training last?

2 days (44%)

1 week (13%)

1 day (10%)

1 month (3%)

1 year (3%)

Depends on training and location

Results

Page 27: Susi Poli on behalf of the EARMA Professional Development Working Group

Regional Groups

Attend (92%) Regularly (46%) Occasionally (46%)

Depends (8%)

Idea for future developments!

Results

We asked how people would feel about EARMA regional groups idea

The response vas very positive

Page 28: Susi Poli on behalf of the EARMA Professional Development Working Group

Professional Certification System

62% has no certification system in their country

28% don’t know

10% have

Importance

very important

Results

How important you consider development of a professional certification system for research managers?

Page 29: Susi Poli on behalf of the EARMA Professional Development Working Group

Purpose of Membership

“It is a great organization”

“To share experience and expertise, to exchange practices, to compare my way of working and thinking about the role with others, to participate in WGs, to explore the filed of research management more in depth.”

“Networking and exchanging information with peers. I also hope that EARMA will develop the training offer to research management offices. I think there is a lack in research policy and research management training (most trainings available concentrate on funding programmes) and I hope EARMA will develop these trainings.”

“It is the reference association for the profession at European level.”

“I think it is a good idea to have a strong European Network for Research Administrators who can influence the EC and build up good research support.”

“Networking…”

Page 30: Susi Poli on behalf of the EARMA Professional Development Working Group

Professional Development

Working GroupReport and Future Plans

Kristel ToomTallinn University, Estonia

Page 31: Susi Poli on behalf of the EARMA Professional Development Working Group

Action Plan QUESTIONNAIREQUESTIONNAIRE

ANALYSISANALYSIS

SKILLSLEVELSSKILLSLEVELS

LEARNING OUTCOMESLEARNING OUTCOMES

LIST OF TRAINERS, CATEGORIES

LIST OF TRAINERS, CATEGORIES

ANALYSIS OF EXISTING

FRAMEWORKS

ANALYSIS OF EXISTING

FRAMEWORKS

LIST OF TRAINING COURSES

LIST OF TRAINING COURSES

CALENDER OF TRAINING COURSES

CALENDER OF TRAINING COURSES

ORGANISING TRAINING COURSES

ORGANISING TRAINING COURSES

EVALUATION OF TRAINERsEVALUATION OF TRAINERs

FEEDBACKFEEDBACK

DESCRIPTION OF MODULESDESCRIPTION OF MODULES

TRAINING PROGRAM FRAMEWORK FOR EARMATRAINING PROGRAM FRAMEWORK FOR EARMA

INTERVIEWS

Page 32: Susi Poli on behalf of the EARMA Professional Development Working Group

Existing frameworks, literature and ideas

Andersen, J. (2011). Global Professional Development: SRA AC: Montreal

ARMA (2011) A Professional Development Framework for Research Managers and Administrators http://www.arma.ac.uk/pdf/overview.xhtml

Bushaway, R.W. (2003) Managing Research, Maidenhead: Open University Press.

Kulakowski, E.C. & Chronister, L.U. (Eds.). (2006). Research administration and management. Sudbury, MA: Jones and Bartlett Publisher.

Schlesinger, P. (2011). Global professional development – a US Perspective: SRA AC: Montreal

UniSA (2011) Fundamentals in World-class Research Administration

Page 33: Susi Poli on behalf of the EARMA Professional Development Working Group

Training Modules

8 modules

3 levels Administratin

g Management Leadership

PROJECT PRE-

AWARD

PROJECT PRE-

AWARD

PROJECT POST-

AWARD

PROJECT POST-

AWARD

REGIONAL RESEARCH

LAND-SCAPE

REGIONAL RESEARCH

LAND-SCAPE

TECHNO-LOGY

TRANSFER

TECHNO-LOGY

TRANSFER

FINANCIAL MANA-

GEMENT

FINANCIAL MANA-

GEMENT RESEARCH POLICY

RESEARCH POLICY

POST-GRADUATE STUDENTS

POST-GRADUATE STUDENTS

BASIC(BEGINNER

INTRO-DUCTION)

BASIC(BEGINNER

INTRO-DUCTION)

Page 34: Susi Poli on behalf of the EARMA Professional Development Working Group

Developing Professional Development Framework for EARMA

Professional Development matrix is based on

Results of the Questionnaire

Existing Frameworks

Literature

Own Experience

Our first unfinished version of PDF reflects

analysis of existing frameworks and literature!

Page 35: Susi Poli on behalf of the EARMA Professional Development Working Group

Relation with other issues

Financial Issues

Legal Issues

Academic Affairs

Marketing

Communication

Statistics

Information dissemination

Personnel issues

RMA

Page 36: Susi Poli on behalf of the EARMA Professional Development Working Group

General Skills/Attributes

Language skills

Team/networking

Computing

Time/Self Management

Critical Thinking

Problem-solving

Communication

Flexibility

René Magritte“The Son of Man” 1964

Integrity

Responsibility

Patience

Helpfulness

Empathy

Commitment

Sense of Humor

Page 37: Susi Poli on behalf of the EARMA Professional Development Working Group

Thank you for your attention!

On behalf of theEARMA Professional Development

Working Group

[email protected]