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Faculty Workload Policy Revisions (FP 102)

The University has completed a two-year revision of the Faculty Workload Policy (FP 102), replacing the 2019 version with a newly revised policy effective for Academic Year 2025–26. 

Why was the policy revised?

The previous policy lacked clear, consistent workload expectations across faculty tracks and appointment types, resulting in confusion and uneven practices among colleges and programs. Additionally, it did not adequately define how non-teaching contributions—such as thought leadership, service, and administrative responsibilities—should be assigned or compensated, leading to inequities in workload planning and recognition.

The FP102 was revised to provide greater clarity, consistency, and equity in how faculty workload is defined, allocated, and supported across academic units. The revision also aligns with recent changes to FP104, including the formal addition of the Teaching Track and the codification of Professional Practice Track faculty’s eligibility for Thought Leadership load. This update aims to ensure a more transparent, equitable, and flexible approach to faculty workload, aligned with the University’s strategic priorities and faculty support goals.

Workgroup and Timeline

This work was completed over two academic years, AY2023–24 and AY2024–25, by a faculty-administrator task force with representatives from:

  • All five colleges
  • The University Library
  • Colleges/Schools
    • College of Psychology and Behavioral Science
    • Graduate School of Business and Leadership
    • Kendall
    • National College of Education
    • School of Nursing
    • Undergraduate College
  • The Faculty Professional Standards and Compensation Committee (FPSCC)
  • The Provost Office

Task Force Co-Chairs

  • Ian Moncrief, Faculty Senate Chair (AY2023–24)
  • Ryan Bartelmay, Vice Provost of Faculty Support

Members (Alphabetical by Last Name)

  • Abdullah Alshboul, Faculty, Assistant Professor (FPSCC/UGC)
  • Ryan Bartelmay, Administration (Provost Office)
  • Seema Imam, Faculty, Professor (NCE)
  • Michael Krause, Faculty, Associate Professor (Kendall College)
  • Amy LeFager, Faculty, Associate Professor (Library)
  • Misty Mann, Faculty, Associate Professor (CPBS)
  • Ian Moncrief, Faculty, Associate Professor (UGC)
  • Rob Morrison, Faculty, Associate Professor (FPSCC/Library)
  • Jon Oelke, Administration (Provost Office)
  • Michael Salzinski, Faculty, Instructor (Kendall College)
  • David SanFilippo, Administrative Faculty (GSBL)
  • Karin Steinbrueck, Faculty, Assistant Professor (FPSCC/UGC)
  • Xiaoli Wen, Administrative Faculty (FPSCC/NCE)

Faculty-Facing Benefits

  • Clarity & Transparency: Clear expectations around teaching, service, and thought leadership for each track.
  • Equity: Administrative roles and special projects now have standard workload values, reducing ambiguity.
  • Flexibility: Overload, summer, and administrative options allow for personalized workload plans.
  • Recognition: Faculty work outside the classroom—like accreditation, grant-writing, or leadership—is explicitly valued.
  • Efficiency: The new planning process helps faculty and supervisors allocate workload aligned with institutional goals.

What's Next?

  • The revised policy will be socialized during the Fall 2025 term.
    • Connection Faculty Association Meeting
    • Faculty Senate Meetings (September and October)
    • College Meeting (September and October)
    • There are planned presentations of the revisions for the following venues:
  • The voting process to ratify the policy will generally adhere to the following timeline:
    • FPSCC—October/November
    • Faculty Senate—November
    • Faculty Association—December
    • Board of Trustees—December 

  • Faculty will begin using the revised policy, if passed at the December 2025 Board of Trustree’s meeting, to plan for AY2026–27.

  • To see the implementation plan, please click on the "FP 102 Implementation Plan" drop-down below.

FP 102 Revision Highlights

Revision: Workload Domain Framework

2019 Policy: Teaching, Service, and Scholarship

2025 Revised Policy: Teaching, Service, Thought Leadership, Academic Administration

Faculty Benefits: Acknowledges broader faculty contributions and aligns with FP104 promotion criteria

Revision: Workload Allocation by Track

2019 Policy: No standardized track-based load

2025 Revised Policy: Specific allocations for Teaching, Professional Practice, and Tenure Tracks

Faculty Benefits: Clarifies expectations and allows tailored workload discussions

Revision: Total Annual Workload

2019 Policy: Implicit expectations

2025 Revised Policy: Explicit workload units: 10-month = 27 SH / 11-month = 33 SH / 12-month = 36 SH

Faculty Benefits: Greater transparency and consistency

Revision: Thought Leadership Load

2019 Policy: Bound to tenure-track faculty and allocates 3 shs for tenure-track faculty engaging thought leadership

2025 Revised Policy: Broadened to be inclusive of all tracks—although only Tenure track and Professional Practice track faculty are required to engage in thought leadership activities. Teaching track faculty can request workload time to engage in thought leadership activities. Each academic year Tenure track faculty allocate 3 SHs/5 QHs for thought leadership engagement and Professional Practice faculty allocate 0-3 SHs/0-5 QHs, to be negotiated with supervisor (Chair/Director/Dean/Academic Head)

Faculty Benefits: Recognizes and guides thought leadership work for all tracks

Revision: Thought Leadership Load Allocation Guidance

2019 Policy: No formal guidance

2025 Revised Policy: In the procedure section of the policy, the Thought Leadership Load Allocation Guidance provides guidance for faculty and administrators to allocate thought leadership load based on proposed thought leadership activities

Faculty Benefits: Clarifies and standardizes an approach to allocating thought leadership load for faculty members

Revision: Term Overload Definition

2019 Policy: No formal guidance 

2025 Revised Policy: Defines overload as more than 9 SHs/15 QHs of workload in a term. Workload in a term above 9 SHs/15 QHs can be compensated as overload or carried to the next term

Faculty Benefits: Clear, consistent definition of overload. Overload = more than 9 SHs/15 QHs of workload in a term. 

Revision: Overload Limits

2019 Policy: Guides only teaching overload; cap = 6 SHs or 10 QHs per term

2025 Revised Policy: Guides teaching and non-teaching overload. Max 9 SHs or 15 QHs per term for all overload—inclusive of teaching and non-teaching

Faculty Benefits: Protects work/life balance and instructional quality

Revision: Summer Contracts

2019 Policy: 1/12 or 1/6 salary options; basic definitions

2025 Revised Policy: More detailed guidance on eligible duties, load thresholds, and compensation (See FAQ for details)

Faculty Benefits: Clearer expectations for compensation and planning

Revision: Defining Faculty with Administrative Load

2019 Policy: No standardized definition of Faculty with Administrative Load

2025 Policy: Definition of Faculty with Administrative Load, including a minimum threshold of teaching load per academic year. Additionally, the policy defines Administrative Staff as staff employees with academic administration responsibilities and no teaching workload. 

Faculty Benefit: Defines and differentiates employees with administrative responsibilities and sets a minimum number of teaching hours for Faculty with Administrative Load. 

Revision: Administrative Load Allocation

2019 Policy: Narrative description only

2025 Revised Policy: Detailed workload tables for Chairs and Coordinators

Faculty Benefits: Increases fairness and equity in admin role recognition

Revision: Course Enrollment Cap and Over-Enrollment Stipends

2019 Policy: No formal guidance

2025 Revised Policy: Guidelines for enrollment caps and over-enrollment stipends

Faculty Benefits: Ensures instructional capacity is balanced with fair compensation

Revision: Table Guiding Service Activities to Workload

2019: No standardized guidance on service activities and workload hours. 

2025: The FP102 task force is currently working on the table and will add it to the draft policy in October 2025. It is currently not complete. 

Faculty Benefit: Provides standardized workload guidance for recurring service activities to increase consistency and equity. 

Revision: Workload Planning Tool

2019 Policy: Not referenced

2025 Revised Policy: Annual workload planning and approval process formalized

Faculty Benefits: Supports proactive faculty-supervisor collaboration

Policy Launch: January 2026

Faculty Workload Planning: May–June 2026

Policy Operational: July 1, 2026 (affecting Summer 2026 forward)

The following implementation plan will guide the Winter and Fall 2026 terms. The main activity that will be impacted by FP102 in the near future is AY2026-27 load planning, which all faculty will engage in May and June 2026. The table below details the actions for each upcoming term. Any process changes related to FP102-guided processes are detailed in the Process Changes column of the table. Note: the only pending process change is that the revised version of FP102 will guide load planning. 

Additionally, FP102 will not be operational until July 1, 2026. The current version of FP102 will continue to guide workload through the remainder of AY2025-26. 

If you have questions, please contact Provosts.Office@nl.edu

Time

Actions

Process Changes

Winter 2026

January - March

  • Email to faculty about adoption and implementation of FP102
  • Convene the Faculty Management Core Team to determine the faculty management tool (including workload operations).
  • Determine if updates can be made to the current Workload Planning Tool (WLP) to align with FP102 revisions
 

Spring 2026

April & May 

  • Resources to support load planning are published on the FP102 Revision webpage.
  • College visits to kick off use of revised FP102 to guide load planning. 
  • Work Group reviews Faculty Management vendors and in-house solution. 
  • Revision of FP102 guides load planning for AY2026-27

June 2026

  • Faculty enter AY2026-27 load into WLP (i.e. current workload tool used at NLU).
  • The Faculty Management Core Team recommends a Faculty Management solution to the Academic Cabinet and the Faculty Senate. 
 

Summer 2025

July & August

  • Revision of FP102 operational.
  • The Provost's Office announces the go-forward decision for the Faculty Management system. 
  • Revision of FP102 adopted on July 1 and used to guide decisions on workload issues. 

Fall 2026

  • The Provost Office releases an implementation timeline and plan for the launch and adoption of a Faculty Management System. 
 

January 2026 — Policy Launch

Email Announcement: Notify all full-time faculty and academic leaders that the revised FP 102 Workload Policy is now active. Include link to the FP 102 Revisions Webpage and summary of upcoming phases.

February–June 2026 — Workload Tool 

Faculty Management System Charter: Concurrently, the University will review and select a vendor partner for a Faculty Management System. You can find the charter for that work here. There are interdependencies in the two workstreams. 

The Faculty Management Core Team will conduct the following objectives: 

  • Evaluate Existing Tool: Assess whether the current Workload Tool can be updated to support ongoing management of workload, overload, and summer contracts.
  • Tool Selection and Implementation: Develop a recommendation, plan, and timeline to adopt a new tool or update the existing Workload Tool, ensuring the operationalization of workload terms on a term-by-term basis. 

April–May 2026 — Faculty Engagement and Preparation

College Meeting Visits: Attend college and department meetings to address faculty questions about workload categories, planning expectations, and the tool's usage.

Planning Guidance: Update FP102 Revision webpage with short guides or FAQs to support faculty with load planning under the new policy.

May–June 2026 — Workload Planning

Faculty Load Entry: Faculty submit their workload plans using the current tool. Administration is aware that the tool has limitations and cannot account for revisions of FP102. The Faculty Management System core team is exploring options for the future and will communicate progress via Faculty Senate meetings.

Chair Review: Department Chairs review and approve submitted plans, ensuring clarity and equity.

Support: Provide assistance to faculty and Chairs during the load entry process.

July–September 2026 — Full Operationalization

Policy in Effect: FP 102 governs all faculty workload decisions, including base load, overload, and summer contracts.

Ongoing Management: Current Workload Tool (WLP) and processes used throughout the year for workload adjustments and approvals.

AY2026-27 — Workload Planning Tool

The Faculty Management System core team will make a recommendation in June 2026, and the Provost's Office will release a plan to implement the recommendation during the Fall of the 2026-27 Academic Year.

Frequently Asked Questions (FAQs)

If the revised policy is approved by the Board of Trustees at their December 2025 meeting, the revised FP 102 Workload Policy goes into effect January 1, 2026, and they will begin using the policy to guide workload planning for Academic Year 2026–27.

Your required annual workload is based on your appointment length:

  • 10-month appointment: 27 semester hours (SHs) / 45 quarter hours (QHs)
  • 11-month appointment: 33 SHs / 55 QHs
  • 12-month appointment: 36 SHs / 60 QHs

This workload is distributed across the academic terms you work, including teaching and other approved domains (e.g., service, thought leadership, academic administration).

Workload is allocated across up to four domains:

  • Teaching: Includes instruction, advising, and course-related work.
  • Service: Includes committee work, governance, and community engagement.
  • Thought Leadership: Includes research, publications, conference presentations, and grant work.
  • Academic Administration: Includes roles such as Program Chair, Coordinator, or project leadership.

The track (Teaching, Professional Practice, or Tenure) determines how much of your load can be allocated to each domain.

Each spring/summer, faculty will use the Workload Planning Tool to propose their annual workload allocation. The proposed plan will be reviewed and approved by your Academic Unit Leader by June 30 each year.

  • If you exceed 9 SHs/15 QHs in a term, you are considered “load heavy,” and the excess may qualify as overload or be carried into the next term.
  • If you are below 9 SHs/15 QHs, you are considered “load light” but must fulfill your full annual base workload by year’s end.
  • Overload is only compensated after the term expectation is met (9 SHs/15 QHs), and overload must be within policy caps—9 SHs/15 QHs.

Faculty may not exceed 9 SHs/15 QHs of total overload per term. Additionally:

  • No more than 6 SHs/10 QHs may be from either teaching or non-teaching overload.
  • Exceptions require Academic Unit Leader approval.

The term “thought leadership” in the revised FP 102 policy replaces and broadens the former use of the term “scholarship.” While both refer to intellectual contributions made by faculty, there are key differences:

2019 Policy (Scholarship)

2025 Revised Policy (Thought Leadership)

Required only for tenure-track and tenured faculty

Applies to all faculty tracks, though expectations vary: required for Tenure and Professional Practice; optional for Teaching 

Narrowly defined and discipline-specific

Defined as the sharing of findings and expertise to inform thought and action externally and, in some cases, at the University. See the Thought Leadership Guidance page for more details.

Viewed as separate from teaching and service

Positioned as a flexible domain that can intersect with teaching, service, research, and applied work

Why the change?

  • The new term reflects a more inclusive and flexible approach to faculty contributions.
  • It aligns better with NLU’s mission and values — particularly equity, innovation, and community impact.

It also ensures that impactful work by faculty—whether academic, applied, or public-facing—is appropriately recognized and supported in workload planning.

Academic administration roles have standardized workload allocations based on the scope and complexity of responsibilities (e.g., number of students, programs, or faculty supervised). Use the Administrative Load Tables in the policy to determine release time.

Summer contracts fall into two categories:

  • 1/12 contract (part-time summer work)
    Teach 3 SH/5 QH and perform additional duties totaling 1–3 SHs, or perform non-teaching duties totaling 4–6 SHs.
  • 1/6 contract (full-time summer work)
    Teach 6 SHs/10 QHs and perform 1–3 SHs of additional duties, or perform non-teaching duties totaling 7–9 SHs.

A list of acceptable additional duties and non-teaching duties appears in the Procedure section of the revised policy. 

All other summer work and any work beyond these thresholds is compensated at the full-time faculty overload rate.

  • Course by Arrangement (CBA) is not eligible for load and is paid by stipend only, unless it was part of your approved annual workload plan submitted before June 30.

Yes—courses with 5 or more students may count toward your workload if approved by your Academic Unit Leader. Final enrollment is determined after add/drop.

If your course enrollment exceeds the published cap, you may receive a stipend (not overload pay). Overenrollment stipends are calculated after add/drop, and the rate is published in the FLAC (Faculty Load and Compensation) rate sheet. The overenrollment stipend pay rate is a per-student rate and is determined as follows: the FLAC credit hour compensation for the course divided by the default doctorate cap. This rate will freeze when it reaches $250 per student. Once the freeze is reached, the University will review the rate and its logic. For the 2025–2026 year, that rate would be $189 per student for a 3 SHs and 5 QHs course, which was calculated by dividing $3402 by the doctoral cap, which is 18 students.

Yes. If your responsibilities shift during the academic year (e.g., new service or admin duties), your workload allocation can be revised in the Workload Planning Tool with supervisor approval.

The revised policy:

  • Supports personalized workload plans aligned with faculty strengths
  • Recognizes non-teaching contributions (e.g., research, service, admin)
  • Provides transparent overload compensation and administrative load equity

Enables custom allocation by track (Teaching, Professional Practice, Tenure)

The table of estimated times was developed by a working group of faculty and administrators over AY 2024-25. The group reviewed NLU practices for thought leadership load assignment and carried out a review of research on faculty scholarship load. The research base called for the importance of a) creating transparent and time-based workload allocation for scholarly tasks and b) ensuring that all stages of scholarship work are reflected in time allocations as faculty work towards the outcomes of publications, presentations, and public scholarship. Please see the reference list here: Reference List (six studies)

The time estimates were drawn from the reported results of a large-scale survey study and then revised and expanded as needed through discussion by the working group.

FP102 Policy as it Stands

 

FP 102 Final Draft

Note: Highlighted portions of the document reflect additions made in response to feedback from college meetings.

Faculty Workload Planning Tool

Full Time Faculty will use the Faculty Workload Planning Tool in Banner. These resources and video walkthroughs will support your through this process.

Guides

Workload Planning Guide - Faculty

Workload Planning Guide - Approver

AY26/27 Workload Planning Guidelines

Walkthrough Videos

Question Catcher

We would love to hear your questions and comments!

FP 102 Revision Overview

Click on the image to access the Faculty Association FP 102 Slides.

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