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Delivering a professional administration: a case study in fieldwork
                                management

    Speaker: Rosie Williams, Teaching and Learning Administrator, School of
           Environment and Development, University of Manchester


  Co-Speaker: Emma Casey, External Relations, Recruitment and Admissions
Administrator, School of Environment and Development, University of Manchester


           This session looks at the how the School of Environment and
          Development created a discrete role to review and improve the
           administration of student field courses. The School is a multi-
             discipline department coordinating approximately twenty
      international student field courses per year, with a high proportion of
        international student participants. Field courses in the School give
         rise to complex issues around accessibility, immigration, budget
             management, student pastoral care and health and safety.
Aims & Objectives


•To communicate our experience, in managing the professional administration of a
discrete function

•To demonstrate a practical example of aligning operational activity with strategy
and how to bridge the vision and the reality

•To communicate some strategies for improving operational performance in
administration through re-organisation




                                                                                     2
Background to the
  School of Environment and
  Development,
  University of Manchester

•School formed in September 2004 following merger

•Four disciplines Architecture, Planning, Geography and International Development

•Fully co-located and merged administration teams in July 2007

• Fieldwork administration sits within the Teaching and Learning team

• 12 staff within Teaching & Learning Team (further 7 staff in Recruitment & Admissions
Team)

•c.1000 undergraduate students

•c.450 postgraduate taught students

•c.200 postgraduate research students

• 60% of PGT students are International (non UK/EU)
Background to UGT/PGT fieldwork in the School




•Around 20 overseas fieldtrips each   •Mix of Urban and Rural Fieldwork
year                                  • Some practical fieldwork (Physical Geog)
•Around 30 day fieldtrips each year
•c.£450,000 spend per academic year
(c.50% recouped from students)
Recognising the need for change
•Mix of individuals organising fieldwork trips (academic staff, technical staff, admin
staff)

•Fieldtrip planning/organisation impacted on staff in Programme Teams at key
times in student life cycle so was generally done in haste, inefficiently or last
minute

•No standard practice in the organisation of trips across the School (H&S/payment
practices/budgeting)

•No central hub of information about fieldwork trips (timetables, costings)

•Student numbers growing, so fieldtrips grew larger, or increased in number
adding to the complexity

•Higher numbers of international PGT, led to increased issues with visas, financial
problems

•No senior experienced administrator with the capacity for the development of new
processes and practices
Challenges to implementing the change

•Used period of major University change to restructure

•Challenge of changing way PSS staff worked

•Challenge of changing way academic staff worked

•Dealing with increased level of expectation from staff

•Handling student needs

•Rationalising different ways of working across disciplines

•Forming new relationships with central University services
How change was implemented
Stages of implementation

1. Preparation/ Review                                       1 month
Extensive discussion with administrators and academics
SWOT analysis of existing processes

2. Strategy Formulation                                         2 years
Use of external agencies / guidelines to formulate School-level policy,
forming liaisons with central services, documentation of policy -
dissemination across the University AND

3. Centralisation of responsibility and approval                 2 years
Supplier review / contractor appointment, budgetary monitoring, consistency
of health and safety and supervisory procedures

4. Try, try and try again

5. Re-dissemination                                         at 4 years
Benefit analysis of introducing the change


   •Effective management of unforeseen events

   •Oversight of Budgets

   •Ability to forward plan

   •Health and Safety and Risk

   •Standardisation of Practice

   •Ability to find synergies with other areas of the School

   •Signalling to academic colleagues the benefits that PSS staff can bring to
   key tasks

   •Improving the Student Experience
Ongoing Development




 •Widening of hands-on experience

 •Identification of training opportunities

 •Role analysis identifying strategical responsibility to be retained and

 administrative tasks to be disseminated




                                                                            9
10
11
12
Closing Statement/Questions


     Summary:
     •Identifying the need for change
     •Challenges
     •Implementation
     •Timeline
     •Role analysis for re-dissemination

     Lessons Learned
     •Faster dissemination

     Use:
     •An example of benefit to Schools and departments with similar
     characteristics and needs:
     •Disparate disciplines / sub-divisions
     •Disparate working practices
     •Duplication of resource across common activities

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317 - Delivering a Professional Administration - A case study in fieldwork management

  • 1. Delivering a professional administration: a case study in fieldwork management Speaker: Rosie Williams, Teaching and Learning Administrator, School of Environment and Development, University of Manchester Co-Speaker: Emma Casey, External Relations, Recruitment and Admissions Administrator, School of Environment and Development, University of Manchester This session looks at the how the School of Environment and Development created a discrete role to review and improve the administration of student field courses. The School is a multi- discipline department coordinating approximately twenty international student field courses per year, with a high proportion of international student participants. Field courses in the School give rise to complex issues around accessibility, immigration, budget management, student pastoral care and health and safety.
  • 2. Aims & Objectives •To communicate our experience, in managing the professional administration of a discrete function •To demonstrate a practical example of aligning operational activity with strategy and how to bridge the vision and the reality •To communicate some strategies for improving operational performance in administration through re-organisation 2
  • 3. Background to the School of Environment and Development, University of Manchester •School formed in September 2004 following merger •Four disciplines Architecture, Planning, Geography and International Development •Fully co-located and merged administration teams in July 2007 • Fieldwork administration sits within the Teaching and Learning team • 12 staff within Teaching & Learning Team (further 7 staff in Recruitment & Admissions Team) •c.1000 undergraduate students •c.450 postgraduate taught students •c.200 postgraduate research students • 60% of PGT students are International (non UK/EU)
  • 4. Background to UGT/PGT fieldwork in the School •Around 20 overseas fieldtrips each •Mix of Urban and Rural Fieldwork year • Some practical fieldwork (Physical Geog) •Around 30 day fieldtrips each year •c.£450,000 spend per academic year (c.50% recouped from students)
  • 5. Recognising the need for change •Mix of individuals organising fieldwork trips (academic staff, technical staff, admin staff) •Fieldtrip planning/organisation impacted on staff in Programme Teams at key times in student life cycle so was generally done in haste, inefficiently or last minute •No standard practice in the organisation of trips across the School (H&S/payment practices/budgeting) •No central hub of information about fieldwork trips (timetables, costings) •Student numbers growing, so fieldtrips grew larger, or increased in number adding to the complexity •Higher numbers of international PGT, led to increased issues with visas, financial problems •No senior experienced administrator with the capacity for the development of new processes and practices
  • 6. Challenges to implementing the change •Used period of major University change to restructure •Challenge of changing way PSS staff worked •Challenge of changing way academic staff worked •Dealing with increased level of expectation from staff •Handling student needs •Rationalising different ways of working across disciplines •Forming new relationships with central University services
  • 7. How change was implemented Stages of implementation 1. Preparation/ Review 1 month Extensive discussion with administrators and academics SWOT analysis of existing processes 2. Strategy Formulation 2 years Use of external agencies / guidelines to formulate School-level policy, forming liaisons with central services, documentation of policy - dissemination across the University AND 3. Centralisation of responsibility and approval 2 years Supplier review / contractor appointment, budgetary monitoring, consistency of health and safety and supervisory procedures 4. Try, try and try again 5. Re-dissemination at 4 years
  • 8. Benefit analysis of introducing the change •Effective management of unforeseen events •Oversight of Budgets •Ability to forward plan •Health and Safety and Risk •Standardisation of Practice •Ability to find synergies with other areas of the School •Signalling to academic colleagues the benefits that PSS staff can bring to key tasks •Improving the Student Experience
  • 9. Ongoing Development •Widening of hands-on experience •Identification of training opportunities •Role analysis identifying strategical responsibility to be retained and administrative tasks to be disseminated 9
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  • 13. Closing Statement/Questions Summary: •Identifying the need for change •Challenges •Implementation •Timeline •Role analysis for re-dissemination Lessons Learned •Faster dissemination Use: •An example of benefit to Schools and departments with similar characteristics and needs: •Disparate disciplines / sub-divisions •Disparate working practices •Duplication of resource across common activities