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"""Generate merit evaluation rubric Excel files for each professor rank."""
import openpyxl
from pathlib import Path
HERE = Path(__file__).parent
def write_rubric(filename: str, data: list[tuple]):
"""Write rubric data to an Excel file.
data rows are tuples of:
(section_or_None, category_or_None, desc_4, desc_3, desc_2, desc_1, desc_0)
Section header rows: section is set, category is None.
Category rows: section is None, category is set.
"""
wb = openpyxl.Workbook()
ws = wb.active
ws.title = "Sheet1"
for row in data:
ws.append(row)
wb.save(HERE / filename)
print(f"Wrote {filename}")
# ── Full Professor with Tenure ─────────────────────────────────────────────────
full_prof = [
# ── TEACHING ──────────────────────────────────────────────────────────────
("TEACHING", None, None, None, None, None, None),
(None, "Student Course Perceptions Scores",
"SCP scores consistently in the top quartile of the department/faculty across all courses taught; received unsolicited commendations from students.",
"SCP scores above department average across courses; positive feedback with no substantive concerns.",
"SCP scores near department average; constructive feedback noted and addressed proactively.",
"SCP scores below department average; contextual explanation provided and improvement steps documented.",
"Serious student concerns raised; formal complaints filed or SCP scores significantly below departmental norms."),
(None, "Course Design",
"Developed 2+ new courses (including, if applicable, online or hybrid formats) or undertook major evidence-based redesigns; exemplary alignment of learning outcomes, assessments, and content; course materials are polished and innovative.",
"Developed 1 new course or significantly redesigned an existing course (including online/hybrid adaptation where applicable); strong outcome–assessment alignment; clear improvement in course coherence.",
"Made meaningful updates to course design elements (learning outcomes, assessments, or materials) informed by feedback or field developments; considered online or hybrid delivery options where relevant.",
"Made minor design changes (e.g., tweaked assignments or updated readings); course structure largely unchanged.",
"No attention to course design; course materials not updated or significant structural problems identified."),
(None, "Teaching Implementation",
"Consistently employs exemplary, evidence-based active learning strategies across undergraduate/graduate courses and seminars; peer observations confirm outstanding delivery; highly responsive to student needs in real time.",
"Uses varied and effective pedagogical approaches across course types (including graduate seminars or online settings where applicable); above-average classroom engagement; responsive to in-class feedback.",
"Adequate delivery with some use of diverse instructional methods; makes adjustments based on student response.",
"Delivery challenges identified; limited use of varied strategies; working on implementation improvements.",
"Serious concerns about teaching delivery; highly passive instruction or documented implementation failures."),
(None, "Development of Teaching Practice",
"Attended 3+ teaching professional development activities (workshops, seminars, EDI-IR training, SoTL conferences); systematically reflects on and applies learning to practice; maintains a comprehensive, up-to-date reflective teaching dossier.",
"Attended 2 teaching development activities and demonstrably applied insights to course revisions or delivery; maintains an updated teaching dossier documenting growth.",
"Attended 1 teaching development activity; reflected on implications for own teaching; has begun compiling or updating a reflective teaching dossier.",
"Minimal engagement with teaching development; attended 1 brief event or completed a required orientation module.",
"No participation in any teaching professional development activities during the review period."),
(None, "Educational Leadership",
"Held a formal teaching leadership role (e.g., teaching mentor, faculty teaching coordinator); led workshops/training for colleagues; developed teaching resources adopted by others; completed 3+ peer reviews of teaching.",
"Mentored a junior colleague's teaching; led or co-led a workshop; developed at least 1 teaching resource for broader use; completed 1–2 peer reviews of teaching.",
"Participated actively in peer review of teaching as a reviewer; or contributed a teaching resource; or mentored a TA with documented outcomes.",
"Served as a PRT reviewer once; or shared course materials informally with colleagues.",
"No educational leadership activities during the review period."),
(None, "Student Supervision & Mentoring",
"Supervising 5+ graduate students/postdocs with at least 1 degree completed and excellent outcomes; exceptional mentorship evidenced by positive graduate supervision evaluations, letters from former students/supervisees, or awards.",
"Supervising 3–4 graduate students/postdocs with strong mentorship and timely progress; proactively supports student career development; positive graduate supervision evaluations or supervisee feedback on record.",
"Supervising 1–2 graduate students; students progressing on schedule; responsive to needs and milestones; can provide evidence of supervision quality (e.g., supervisee feedback or committee assessments).",
"Serving on thesis committees only (no primary supervision); or supervising 1 student with slow progress.",
"No graduate supervision or committee involvement during the review period."),
(None, "Teaching Awards & Honours",
"Received a national or international teaching award or fellowship; or elected to a teaching academy.",
"Received a university-level teaching award.",
"Received a faculty- or department-level teaching award; or recognized through a competitive teaching development program.",
"Nominated for a teaching award (not received); or received informal recognition from students or peers.",
"No teaching awards or honours during the review period."),
# ── SCHOLARSHIP AND RESEARCH ───────────────────────────────────────────────
("SCHOLARSHIP AND RESEARCH", None, None, None, None, None, None),
(None, "Refereed Journal Papers",
"5+ peer-reviewed articles in top-quartile journals; ≥2 as first/corresponding author. Sustained, high-impact productivity.",
"3–4 peer-reviewed articles, at least one in a top-quartile journal; or 5+ in mid-tier journals. Strong, consistent output.",
"1–2 peer-reviewed articles in reputable journals. Adequate productivity with room for growth.",
"No accepted publications but ≥2 manuscripts under review at reputable journals.",
"No publications accepted or submitted. Output does not meet full-professor expectations."),
(None, "Refereed Book Chapters",
"Authored/co-authored a monograph at a reputable press; or contributed 3+ invited chapters to major scholarly volumes.",
"Edited a scholarly volume; or contributed 2 book chapters to reputable collections.",
"Contributed 1 book chapter to a reputable scholarly collection.",
"Book manuscript or chapter under contract or in preparation; or minor contribution to an edited volume.",
"No book-related scholarly output during the review period."),
(None, "Refereed Conference Proceedings",
"4+ refereed conference papers (proceedings or refereed abstract); presented at 3+ distinct national/international conferences.",
"2–3 refereed conference papers; strong presence at national or international venues.",
"1 refereed conference paper or refereed-abstract presentation.",
"1 poster or co-presentation; or an accepted abstract not yet presented.",
"No refereed conference contributions during the review period."),
(None, "Invited Talks & Seminars",
"Delivered 4+ invited talks or seminars at external institutions or conferences; or delivered 1+ keynote/plenary addresses.",
"Delivered 2–3 invited talks at external institutions or conferences.",
"Delivered 1 invited talk or seminar at an external institution or conference.",
"Delivered an invited talk at an internal university event only; or had an invitation pending.",
"No invited talks or seminars during the review period."),
(None, "Patents",
"Awarded 1+ patent; or 2+ patent applications filed with strong commercial or translational potential.",
"Filed 1 patent application advancing through the review process.",
"Submitted a provisional patent application; or initiated the patent disclosure process.",
"Filed an invention disclosure with the university technology transfer office.",
"No patent-related activity during the review period."),
(None, "Research Grants & Funding",
"PI/co-PI on an awarded national or international grant (e.g., NSERC, CIHR, SSHRC, NSF, NIH); new external funding ≥$200K.",
"PI on a provincial/regional grant or co-PI on a national grant; new external funding $50K–$199K.",
"PI on an internal grant or small external grant ($10K–$49K); or a major grant submitted and pending decision.",
"At least one grant application submitted but not funded; or holds carry-forward funding supporting active work.",
"No grant applications submitted and no active external research funding."),
(None, "Research Impact (Citations)",
"h-index grew ≥3 points; 500+ new citations over the review period; work cited in high-profile forums, media, or policy documents.",
"h-index grew 1–2 points; 100–499 new citations; clear evidence of sustained field influence.",
"Steady citation growth (50–99 new citations); h-index stable; recognized within a specialized community.",
"Modest new citations (10–49); existing body of work maintains some presence.",
"Fewer than 10 new citations; little evidence of field impact during the review period."),
(None, "Creative, Applied & Practice-Based Scholarship",
"Sustained and nationally/internationally recognized body of creative, applied, or practice-based scholarly work (e.g., creative writing, design, fine or performing arts, innovative clinical or professional practice, technology transfer); work has undergone rigorous peer or professional adjudication with demonstrated impact.",
"Significant creative, applied, or practice-based scholarly output with clear evidence of peer or professional adjudication; demonstrated quality and impact within the relevant field or profession.",
"Meaningful creative, applied, or practice-based scholarly contribution that has undergone or is actively undergoing peer or professional review.",
"Creative, applied, or practice-based scholarly work in development; submitted for or awaiting professional adjudication.",
"No creative, applied, or practice-based scholarly activity during the review period."),
(None, "Research Awards & Honours",
"Received a national or international research award, fellowship, or named prize; or elected to a learned society/academy.",
"Received a university-wide research award or a significant named lectureship.",
"Received a faculty- or department-level research award or competitive recognition.",
"Nominated for a research award (not received); or received a minor internal recognition.",
"No research awards or honours during the review period."),
# ── SERVICE ───────────────────────────────────────────────────────────────
("SERVICE", None, None, None, None, None, None),
(None, "Departmental Committees",
"Chaired 2+ major departmental committees (e.g., graduate, hiring, curriculum, equity); or chaired 1 major committee while actively serving on 2+ others; or served as a faculty student advisor with a substantial advising load. Total committee/advising workload significantly above average.",
"Chaired 1 departmental committee; or served actively and substantively on 3+ committees with meaningful contributions; or combined committee service with a formal student advising role.",
"Active member on 1–2 departmental committees with meaningful, documented contributions; or took on a student advising or coordination role.",
"Served on 1 committee in a minimal capacity; or attended department meetings without formal committee service.",
"No departmental committee participation during the review period."),
(None, "Faculty Committees",
"Chaired a major faculty-level committee (e.g., promotions, curriculum, research, equity); or served actively on 3+ faculty-level committees with substantial contributions.",
"Active member on 2 faculty-level committees; or chaired a minor faculty committee with documented outcomes.",
"Active member on 1 faculty-level committee with meaningful contributions.",
"Nominal or minimal participation in a faculty-level committee.",
"No faculty-level committee service during the review period."),
(None, "University Committees",
"Chaired a significant university-wide committee (e.g., Senate executive, major policy committee); or held a senior administrative role; or served actively on 3+ university-level committees.",
"Active member on 2 university-level committees; or chaired a minor university committee with documented outcomes.",
"Active member on 1 university-level committee with meaningful, documented contributions.",
"Nominal or minimal participation in a university-level committee or governance body.",
"No university-level committee service during the review period."),
(None, "External & Professional Service",
"Served on an editorial board; organized a major conference; held a leadership role in a professional association; or served on a national granting-agency review panel (e.g., NSERC, CIHR, SSHRC).",
"Served as associate editor or regular reviewer for multiple high-quality journals; or held a committee role in a professional society; or served on a granting-council review panel.",
"Regular peer reviewer for journals or conferences (5+ reviews); or member of a professional society committee.",
"Occasional peer reviewing (1–4 reviews); or nominal professional organization membership.",
"No external service or professional engagement during the review period."),
(None, "Community Engagement & Outreach",
"Led significant public engagement activities (media interviews, public lectures, policy consultation, community partnerships) with broad non-academic reach.",
"Regular public engagement with demonstrated impact; contributed to science communication or knowledge mobilization initiatives.",
"Participated in at least one community outreach activity (public talk, school visit, media appearance).",
"Minimal community engagement; assisted at a single outreach event or activity.",
"No community engagement or public outreach during the review period."),
(None, "Service Awards & Honours",
"Received a national or international award for service or leadership in a professional organization or public sphere.",
"Received a university-level service award or formal recognition for outstanding institutional contribution.",
"Received a faculty- or department-level service award; or recognized for an exceptional service contribution.",
"Nominated for a service award (not received); or received informal recognition for service contributions.",
"No service awards or honours during the review period."),
]
write_rubric("rubric_full_professor.xlsx", full_prof)
# ── Associate Professor ────────────────────────────────────────────────────────
assoc_prof = [
# ── TEACHING ──────────────────────────────────────────────────────────────
("TEACHING", None, None, None, None, None, None),
(None, "Student Course Perceptions Scores",
"SCP scores consistently in the top quartile of the department/faculty; actively sought student feedback and made responsive improvements.",
"SCP scores above department average; positive student feedback with no substantive concerns.",
"SCP scores near department average; engaged in reflective teaching practice.",
"SCP scores below department average; contextual explanation provided and working with teaching support resources.",
"Serious student concerns raised; formal complaints or SCP scores significantly below departmental norms."),
(None, "Course Design",
"Developed 1+ new courses (including, if applicable, online or hybrid formats) or undertook a major evidence-based redesign; exemplary alignment of outcomes, assessments, and content; course materials substantially updated and innovative.",
"Significantly redesigned an existing course—updated outcomes, assessments, or overall structure (including online/hybrid adaptation where relevant)—with measurable improvements to course coherence.",
"Made meaningful updates to course design elements (learning outcomes, assessments, or materials) informed by student or peer feedback; considered online or hybrid delivery where appropriate.",
"Made minor design changes (e.g., tweaked assignments or updated readings); course structure largely unchanged.",
"No attention to course design; course materials not updated or structural problems identified."),
(None, "Teaching Implementation",
"Employs a range of evidence-based active learning strategies across undergraduate/graduate courses and seminars; peer observations confirm strong delivery; highly responsive to student needs in real time.",
"Uses varied and effective pedagogical approaches across course types (including graduate seminars or online settings where applicable); above-average classroom engagement; responsive to in-class feedback.",
"Adequate delivery with some use of diverse instructional methods; makes reasonable adjustments based on student response.",
"Delivery challenges identified; limited use of varied strategies; working on implementation improvements.",
"Serious concerns about teaching delivery; highly passive instruction or documented implementation issues."),
(None, "Development of Teaching Practice",
"Attended 2+ teaching professional development activities and demonstrably applied insights to course revisions or delivery; engaged with SoTL literature; maintains an updated reflective teaching dossier.",
"Attended 1–2 teaching development activities and reflected on implications for own teaching practice; has begun compiling or maintaining a teaching dossier.",
"Attended 1 teaching development activity; beginning to apply insights to practice; aware of teaching dossier as a tool for self-assessment.",
"Minimal engagement; completed a required module or attended a brief event without evident application.",
"No participation in any teaching professional development activities during the review period."),
(None, "Educational Leadership",
"Mentored a junior colleague's teaching; led or co-led a workshop or training session; developed a teaching resource adopted by others; completed 2+ peer reviews of teaching.",
"Actively contributed to peer review of teaching (1–2 reviews); or developed a teaching resource for department use; or informally mentored a junior colleague.",
"Served as a PRT reviewer once; or shared course materials with colleagues; or participated in a structured teaching community of practice.",
"Attended an educational leadership event or expressed intent to participate in peer review of teaching.",
"No educational leadership activities during the review period."),
(None, "Student Supervision & Mentoring",
"Supervising 3+ graduate students/postdocs with strong outcomes; at least 1 completed or near completion; proactively supports student career development; positive graduate supervision evaluations or letters from former supervisees on record.",
"Supervising 2 graduate students with good progress; or led 1 student to completion; writes strong recommendation letters; graduate supervision evaluations are positive.",
"Supervising 1 graduate student; or serving on 2+ thesis committees with active, substantive engagement; can provide evidence of supervision quality.",
"Serving on thesis committees only (no primary supervision); or supervising 1 student with slow progress.",
"No graduate supervision or committee involvement during the review period."),
(None, "Teaching Awards & Honours",
"Received a university-level or higher teaching award; recognized for pedagogical innovation.",
"Received a faculty- or department-level teaching award; or recognized through a competitive teaching development program.",
"Nominated for a teaching award; or commended by peers or students outside of normal course evaluations.",
"Participated in voluntary teaching development workshops or peer observation programs.",
"No teaching awards or honours during the review period."),
# ── SCHOLARSHIP AND RESEARCH ───────────────────────────────────────────────
("SCHOLARSHIP AND RESEARCH", None, None, None, None, None, None),
(None, "Refereed Journal Papers",
"4+ peer-reviewed articles in reputable journals (top half of field); ≥1 as first/corresponding author. Strong and improving research trajectory.",
"2–3 peer-reviewed articles in reputable journals; clear evidence of an active and productive research program.",
"1 peer-reviewed article in a reputable journal. Adequate output; expectation of accelerating productivity.",
"No accepted publications but ≥1 manuscript under review; or 1 article in a lower-impact venue.",
"No publications accepted or submitted. Output falls short of expectations for rank."),
(None, "Refereed Book Chapters",
"Authored a monograph or edited a scholarly volume at a reputable press; or contributed 2+ book chapters to major collections.",
"Contributed 1–2 book chapters to reputable scholarly collections; or a book manuscript under contract.",
"Contributed 1 book chapter or comparable scholarly contribution to an edited work.",
"Book chapter in preparation; or minor contribution to an edited volume.",
"No book-related scholarly output during the review period."),
(None, "Refereed Conference Proceedings",
"3+ refereed conference papers or refereed-abstract presentations; presented at 2+ distinct national/international conferences.",
"2 refereed conference papers or refereed-abstract presentations at reputable national or international conferences.",
"1 refereed conference paper or refereed-abstract presentation.",
"1 poster or co-presentation; or an accepted abstract not yet presented.",
"No refereed conference contributions during the review period."),
(None, "Invited Talks & Seminars",
"Delivered 2+ invited talks or seminars at external institutions or conferences; or delivered 1 keynote/plenary address.",
"Delivered 1–2 invited talks at external institutions or conferences.",
"Delivered 1 invited talk or seminar at an external institution.",
"Delivered an invited talk at an internal university event only; or had an invitation pending.",
"No invited talks or seminars during the review period."),
(None, "Patents",
"Awarded 1+ patent; or 1–2 patent applications filed with strong commercial or translational potential.",
"Filed 1 patent application advancing through the review process.",
"Submitted a provisional patent application; or initiated the patent disclosure process.",
"Filed an invention disclosure with the university technology transfer office.",
"No patent-related activity during the review period."),
(None, "Research Grants & Funding",
"PI on an awarded national or international grant; or co-PI on a major national grant; new external funding ≥$100K.",
"PI on a provincial/regional grant or internal competition; new funding $25K–$99K.",
"PI on a small internal grant ($5K–$24K); or a major grant submitted and pending decision.",
"At least one grant application submitted but not funded; or holds minor carry-forward funding.",
"No grant applications submitted and no active research funding."),
(None, "Research Impact (Citations)",
"h-index grew ≥2 points; 200+ new citations; work gaining clear visibility in major forums of the field.",
"h-index grew 1 point; 50–199 new citations; growing recognition within a defined research community.",
"Steady citation activity (20–49 new citations); h-index stable; work recognized within a niche area.",
"Some new citations (5–19); limited but emerging presence in the literature.",
"Fewer than 5 new citations; little evidence of field impact during the review period."),
(None, "Creative, Applied & Practice-Based Scholarship",
"A notable and growing body of creative, applied, or practice-based scholarly work (e.g., creative writing, design, fine or performing arts, innovative clinical or professional practice, technology transfer) with peer or professional adjudication; recognized quality and impact within the field.",
"Meaningful creative, applied, or practice-based scholarly contributions with clear evidence of peer or professional adjudication; demonstrable quality within the relevant field.",
"At least one creative, applied, or practice-based scholarly work completed or exhibited with evidence of external review.",
"Creative, applied, or practice-based scholarly work in progress; submitted or prepared for professional adjudication.",
"No creative, applied, or practice-based scholarly activity during the review period."),
(None, "Research Awards & Honours",
"Received a national or international research award, fellowship, or early-career prize; or elected as fellow to a learned society.",
"Received a university-wide research award or a competitive early-career recognition.",
"Received a faculty- or department-level research award or competitive internal recognition.",
"Nominated for a research award (not received); or received a minor internal recognition.",
"No research awards or honours during the review period."),
# ── SERVICE ───────────────────────────────────────────────────────────────
("SERVICE", None, None, None, None, None, None),
(None, "Departmental Committees",
"Chaired a departmental committee; or served actively and substantively on 3+ committees; or served as a faculty student advisor with a substantial advising load. Total committee/advising workload above average.",
"Active member on 2 departmental committees with substantial contributions; or served as committee coordinator; or combined committee service with a student advising or coordination role.",
"Active member on 1 departmental committee with meaningful, documented contributions; or took on a student advising or coordination task.",
"Served on 1 committee with minimal engagement; or attended department meetings only.",
"No departmental committee participation during the review period."),
(None, "Faculty Committees",
"Chaired a faculty-level committee; or served actively on 2+ faculty-level committees with substantial contributions.",
"Active member on 1–2 faculty-level committees with documented, meaningful contributions.",
"Participated in a faculty-level committee in a supporting capacity; attended relevant meetings.",
"Nominal or minimal participation in a faculty-level committee.",
"No faculty-level committee service during the review period."),
(None, "University Committees",
"Held a meaningful university-wide committee role with documented contributions; or participated actively in a major institutional task force.",
"Active member of a university-level committee or working group with documented, substantive contributions.",
"Occasional participation in university governance or institutional committees.",
"Minimal or nominal university-level service engagement.",
"No university-level service during the review period."),
(None, "External & Professional Service",
"Serving on an editorial board or national granting-agency review panel (e.g., NSERC, CIHR, SSHRC); organized a conference session or workshop; held a role in a professional society.",
"Regular reviewer for journals (5+ reviews); or served on a granting-council review panel; or member of a conference program committee.",
"Occasional peer reviewing (2–4 reviews); or active professional society membership with some involvement.",
"Minimal peer reviewing (1 review); or nominal professional organization membership.",
"No external service or professional engagement during the review period."),
(None, "Community Engagement & Outreach",
"Led meaningful public engagement activities with demonstrated reach beyond the university; contributed to science communication or knowledge mobilization initiatives.",
"Participated in public engagement events or knowledge mobilization with documented non-academic reach.",
"Participated in at least one community outreach activity (public talk, school visit, media appearance).",
"Minimal community engagement; assisted at a single outreach event or activity.",
"No community engagement or public outreach during the review period."),
(None, "Service Awards & Honours",
"Received a national or international award for service or leadership in a professional organization.",
"Received a university-level service award or formal recognition for outstanding institutional contribution.",
"Received a faculty- or department-level service award; or recognized for an exceptional service contribution.",
"Nominated for a service award (not received); or received informal recognition for service contributions.",
"No service awards or honours during the review period."),
]
write_rubric("rubric_associate_professor.xlsx", assoc_prof)
# ── Assistant Professor (2+ years of experience) ──────────────────────────────
asst_prof = [
# ── TEACHING ──────────────────────────────────────────────────────────────
("TEACHING", None, None, None, None, None, None),
(None, "Student Course Perceptions Scores",
"SCP scores in the top quartile of the department; students note enthusiasm, clarity, and strong engagement.",
"SCP scores above department average; positive feedback with no substantive concerns.",
"SCP scores near department average; demonstrating effort to improve based on student feedback.",
"SCP scores below department average; actively working with teaching support resources to improve.",
"Serious student concerns raised; formal complaints or SCP scores significantly below departmental norms."),
(None, "Course Design",
"Developed a new course (including, if applicable, an online or hybrid format) or undertook a substantial evidence-informed redesign; strong alignment of outcomes, assessments, and content.",
"Made significant revisions to an existing course—updated outcomes, assessments, or overall structure (including online/hybrid adaptation where relevant)—in response to feedback or field developments.",
"Made meaningful updates to course design elements (learning outcomes, assessments, or materials) informed by feedback; considered online or hybrid delivery options where appropriate.",
"Made minor design changes (e.g., tweaked assignments or updated readings); course structure largely unchanged.",
"No attention to course design; materials not updated or structural problems identified."),
(None, "Teaching Implementation",
"Employs evidence-based active learning strategies consistently across undergraduate and graduate settings; peer observations confirm strong delivery and student engagement.",
"Uses varied pedagogical approaches across course types (including graduate seminars or online settings where applicable); above-average classroom engagement; responsive to in-class feedback.",
"Adequate delivery with some use of diverse instructional methods; makes adjustments based on student response.",
"Delivery challenges identified; limited use of varied strategies; working on implementation improvements.",
"Serious concerns about teaching delivery; highly passive instruction or documented implementation issues."),
(None, "Development of Teaching Practice",
"Attended 2+ teaching professional development activities (workshops, seminars, EDI-IR training) and demonstrably applied insights to practice; has compiled or is actively maintaining a reflective teaching dossier.",
"Attended 1–2 teaching development activities and reflected meaningfully on implications for own teaching; has begun developing a teaching dossier.",
"Attended 1 teaching development activity; beginning to apply insights to course delivery or design; aware of the teaching dossier as a self-assessment tool.",
"Completed a required module or attended a brief event; limited evidence of application to practice.",
"No participation in any teaching professional development activities during the review period."),
(None, "Educational Leadership",
"Contributed to peer review of teaching (1+ review); or developed a teaching resource for broader use; or informally mentored a TA with documented outcomes.",
"Shared course materials or pedagogical approaches with colleagues; or participated in a teaching community of practice.",
"Expressed interest in educational leadership activities; attended a session on peer review of teaching or resource sharing.",
"Minimal or no educational leadership activities; still developing familiarity with teaching leadership opportunities.",
"No educational leadership activities during the review period."),
(None, "Student Supervision & Mentoring",
"Primary supervisor of 2+ graduate students making good progress; or 1 student at or near completion; demonstrates effective mentorship supported by positive supervision evaluations or supervisee feedback.",
"Primary supervisor of 1 graduate student with solid progress; or co-supervisor of 2 students; engaged and supportive; graduate supervision evaluations are positive.",
"Co-supervisor or committee member for 1–2 students; beginning to build a supervision record; can provide initial evidence of supervision quality.",
"Serving on 1 thesis committee; or in the process of recruiting a first graduate student.",
"No graduate supervision or committee involvement during the review period."),
(None, "Teaching Awards & Honours",
"Received a university-level early-career teaching award; or recognized for innovative teaching practice.",
"Received a faculty- or department-level teaching award; or recognized through a competitive teaching development program.",
"Nominated for a teaching award; or commended informally by peers or students.",
"Participated in voluntary teaching development workshops, peer observation, or mentored teaching programs.",
"No teaching awards or honours during the review period."),
# ── SCHOLARSHIP AND RESEARCH ───────────────────────────────────────────────
("SCHOLARSHIP AND RESEARCH", None, None, None, None, None, None),
(None, "Refereed Journal Papers",
"3+ peer-reviewed articles in reputable journals; ≥1 as first/corresponding author. Clear research agenda and strong early-career productivity.",
"1–2 peer-reviewed articles in reputable journals; active and productive research program evident.",
"1 peer-reviewed article in any peer-reviewed venue; or 2+ manuscripts under review at reputable journals.",
"No accepted publications but ≥1 manuscript under review; or 1 article in a lower-impact venue.",
"No publications accepted or submitted. Research output falls below expectations for this career stage."),
(None, "Refereed Book Chapters",
"Authored 2+ book chapters in reputable collections; or a book manuscript under contract with a reputable press.",
"Contributed 1 book chapter to a reputable scholarly collection.",
"Book chapter in preparation or submitted; or a minor contribution to an edited volume.",
"Exploring book chapter opportunities; preliminary invitation or discussion underway.",
"No book-related scholarly output or plans during the review period."),
(None, "Refereed Conference Proceedings",
"3+ refereed conference papers or refereed-abstract presentations at national or international conferences.",
"1–2 refereed conference papers or refereed-abstract presentations at reputable conferences.",
"1 refereed conference paper or refereed-abstract presentation.",
"1 poster or co-presentation; or an accepted abstract not yet presented.",
"No refereed conference contributions during the review period."),
(None, "Invited Talks & Seminars",
"Delivered 2+ invited talks or seminars at external institutions or conferences; or delivered 1 keynote address.",
"Delivered 1 invited talk or seminar at an external institution or conference.",
"Delivered an invited talk at an internal university department or institute.",
"Had an invitation to give a talk pending; or co-presented with a senior colleague.",
"No invited talks or seminars during the review period."),
(None, "Patents",
"Filed 1+ patent applications with demonstrated commercial or translational potential.",
"Submitted a provisional patent application; or a patent application in preparation.",
"Initiated the patent disclosure process with the university technology transfer office.",
"Identified a potential invention and exploring patentability with the technology transfer office.",
"No patent-related activity during the review period."),
(None, "Research Grants & Funding",
"PI on an awarded national or major provincial grant; new external funding ≥$75K.",
"PI on a small external grant or competitive internal grant; new funding $15K–$74K.",
"PI on a minor internal grant (<$15K); or a grant submitted and pending decision.",
"At least one grant application submitted but not funded; actively developing a fundable research agenda.",
"No grant applications submitted and no external research funding."),
(None, "Research Impact (Citations)",
"50+ new citations; h-index showing growth; work gaining traction within a research community.",
"20–49 new citations; emerging visibility in a defined research community.",
"5–19 new citations; modest but encouraging early-career citation record.",
"1–4 new citations; early indicators of community awareness of the research.",
"No new citations; work not yet being engaged with by the field."),
(None, "Creative, Applied & Practice-Based Scholarship",
"Emerging body of creative, applied, or practice-based scholarly work (e.g., creative writing, design, fine or performing arts, innovative clinical or professional practice, technology transfer) with evidence of peer or professional adjudication; gaining recognition within the relevant field or profession.",
"At least one completed creative, applied, or practice-based scholarly work that has undergone professional adjudication; evidence of quality and impact.",
"Creative, applied, or practice-based scholarly work completed and submitted for professional review.",
"Creative, applied, or practice-based work in active development with a clear timeline for submission or adjudication.",
"No creative, applied, or practice-based scholarly activity during the review period."),
(None, "Research Awards & Honours",
"Received a competitive early-career award at the national level; or a prestigious fellowship.",
"Received an early-career award at the university level; or a competitive travel or research grant.",
"Received a department- or faculty-level recognition or competitive internal award.",
"Nominated for an early-career award (not received); or received a minor internal recognition.",
"No research awards or honours during the review period."),
# ── SERVICE ───────────────────────────────────────────────────────────────
("SERVICE", None, None, None, None, None, None),
(None, "Departmental Committees",
"Active contributing member of 2+ departmental committees; or took on a meaningful departmental coordination role or formal student advising responsibility.",
"Active member of 1 departmental committee with meaningful, documented contributions; or took on a student advising or coordination task.",
"Participated in departmental activities and meetings; served on a committee in a supporting role.",
"Attended department meetings; beginning to participate in departmental committee life.",
"No departmental service or meeting participation during the review period."),
(None, "Faculty Committees",
"Served actively on 1 faculty-level committee with meaningful contributions; or took on a faculty coordination task.",
"Participated in a faculty-level committee in a supporting role with some documented contributions.",
"Attended a faculty-level meeting or event; beginning to engage with faculty governance.",
"Minimal or emerging involvement in faculty-level activities.",
"No faculty-level service during the review period."),
(None, "University Committees",
"Served on a university-level committee or task force with documented contributions.",
"Participated in university governance in a meaningful capacity; contributed to an institutional working group.",
"Attended or participated in university-wide events or committees in a limited capacity.",
"Minimal or emerging involvement in university-level activities.",
"No university-level service during the review period."),
(None, "External & Professional Service",
"Regular reviewer for journals (5+ reviews); or serving on a conference program committee or granting-council review panel; or joined a professional society committee.",
"Occasional peer reviewing (2–4 reviews); or active professional society membership with some involvement.",
"Completed 1 peer review; or attended professional society events as an engaged participant.",
"Nominal professional society membership; beginning to build an external professional network.",
"No external service or professional engagement during the review period."),
(None, "Community Engagement & Outreach",
"Participated in 2+ community outreach activities; or led an outreach initiative with documented non-academic reach.",
"Participated in 1 community outreach activity (public talk, school visit, media appearance).",
"Made a minor contribution to an outreach event; or assisted with a public-facing university activity.",
"Expressed interest or began planning an outreach activity; or attended a knowledge mobilization workshop.",
"No community engagement or public outreach during the review period."),
(None, "Service Awards & Honours",
"Received a university-level or external service award or recognition.",
"Received a faculty- or department-level service award; or recognized for an exceptional service contribution.",
"Nominated for a service award (not received); or received informal recognition for service contributions.",
"Identified service award opportunities and expressed intent to nominate self or colleagues.",
"No service awards or honours during the review period."),
]
write_rubric("rubric_assistant_professor.xlsx", asst_prof)
# ── New Hire (Assistant Professor, Year 1–2) ──────────────────────────────────
new_hire = [
# ── TEACHING ──────────────────────────────────────────────────────────────
("TEACHING", None, None, None, None, None, None),
(None, "Student Course Perceptions Scores",
"SCP scores above department average in first-time course delivery; students note strong preparation, clarity, and engagement.",
"SCP scores near or at department average; positive reception and a constructive attitude toward feedback.",
"SCP scores somewhat below average; demonstrating awareness of challenges and actively engaging with improvement resources.",
"SCP scores below average; working with a teaching mentor or support centre to develop a clear improvement plan.",
"Serious student concerns raised; formal complaints or very low SCP scores with no evident improvement plan."),
(None, "Course Design",
"Designed a new course from scratch (including, if applicable, an online or hybrid format) with a well-articulated pedagogical approach and strong alignment of outcomes, assessments, and content.",
"Delivered an inherited course with meaningful updates to learning outcomes, assessments, or overall structure; considered online/hybrid delivery options where applicable.",
"Delivered an assigned course with some meaningful adaptation to content, assessments, or delivery.",
"Delivered an assigned course with minimal changes; beginning to reflect on course design principles.",
"Did not deliver an assigned course without satisfactory justification; or significant unresolved course design issues."),
(None, "Teaching Implementation",
"Demonstrates strong early-career teaching delivery; employs varied instructional strategies across lectures, seminars, or online environments; highly engaged with students.",
"Demonstrates solid delivery for a new instructor; uses some varied strategies; responsive to student needs.",
"Adequate delivery; beginning to develop a repertoire of instructional approaches beyond lecture.",
"Delivery challenges identified; primarily reliant on lecture; actively working with teaching support resources.",
"Serious concerns about teaching delivery; passive instruction or documented implementation failures."),
(None, "Development of Teaching Practice",
"Attended 2+ teaching professional development activities (workshops, seminars, EDI-IR training) and applied insights to course delivery or design; has begun compiling a reflective teaching dossier.",
"Attended 1–2 teaching development activities; reflected on implications for own teaching; taking initial steps toward a teaching dossier.",
"Completed mandatory new-faculty teaching orientation and attended at least 1 additional development activity; becoming familiar with the teaching dossier as a self-assessment tool.",
"Completed mandatory new-faculty teaching orientation only.",
"Did not engage with available teaching development resources or mandatory orientation activities."),
(None, "Educational Leadership",
"Shared course materials with colleagues; or participated in a structured teaching community of practice; or assisted with a peer review of teaching.",
"Attended an event on peer review of teaching or educational leadership; exploring opportunities to contribute.",
"Expressed interest in educational leadership activities; becoming familiar with available opportunities.",
"Completed mandatory orientation; beginning to learn about teaching leadership structures.",
"No engagement with educational leadership activities or orientation during the review period."),
(None, "Student Supervision & Mentoring",
"Successfully recruited and actively supervising 1+ graduate student with good early progress, a clear research plan, and appropriate supervision structures in place.",
"Recruited a graduate student; supervision underway in its early stages with appropriate structures in place.",
"Actively recruiting graduate students; serving on 1 thesis committee as an additional member.",
"Beginning to establish conditions for graduate supervision (funding, space, research plan).",
"No graduate supervision or recruitment activity during the review period."),
(None, "Teaching Awards & Honours",
"Received a formal teaching commendation or early-career teaching award from students or the institution.",
"Recognized informally by students or peers for teaching quality; or participated actively in a teaching development program.",
"Participated in institutional teaching development workshops or peer observation as a recipient.",
"Completed mandatory new-faculty teaching orientation; beginning to seek out teaching support resources.",
"Did not engage with any available teaching development resources or mandatory orientation activities."),
# ── SCHOLARSHIP AND RESEARCH ───────────────────────────────────────────────
("SCHOLARSHIP AND RESEARCH", None, None, None, None, None, None),
(None, "Refereed Journal Papers",
"2+ peer-reviewed articles accepted or published (including pre-hire work carried into the period); ≥1 as first/corresponding author during the review period.",
"1 peer-reviewed article accepted or published; or 2+ manuscripts under review at reputable venues.",
"1 manuscript under review; or published 1 paper in a lower-impact venue; clear evidence of active writing.",
"Writing in progress; preliminary results being prepared for submission; or revisions underway on a returned manuscript.",
"No scholarly writing activity or submissions; research program not yet initiated."),
(None, "Refereed Book Chapters",
"Contributed 1+ book chapter to a reputable collection; or a book manuscript in preparation with a clear timeline.",
"Invitation to contribute a book chapter accepted; chapter in progress.",
"Exploring book chapter or monograph opportunities; preliminary discussions or invitations underway.",
"No book-related activity, but a feasible plan for scholarly writing is in place.",
"No book-related scholarly output or plans during the review period."),
(None, "Refereed Conference Proceedings",
"2+ refereed conference papers or refereed-abstract presentations at national or international conferences.",
"1 refereed conference paper or refereed-abstract presentation at a reputable conference.",
"An abstract accepted for presentation; or co-presented with a mentor at a conference.",
"Submitted a conference abstract (outcome pending); or attended a major conference and engaged with the community.",
"No conference submissions or attendance during the review period."),
(None, "Invited Talks & Seminars",
"Delivered 1+ invited talks or seminars at external institutions or conferences.",
"Delivered an invited talk or seminar at an internal university department or institute.",
"Had an invitation to give an external talk pending; or gave an informal research presentation.",
"Attended a conference and engaged with researchers; building visibility for an invitation.",
"No invited talks or seminars during the review period."),
(None, "Patents",
"Filed 1 patent application or provisional application based on research conducted at the institution.",
"Initiated the patent disclosure process with the university technology transfer office.",
"Identified a potential invention and exploring patentability with the technology transfer office.",
"Attended an information session on patents and intellectual property.",
"No patent-related activity during the review period."),
(None, "Research Grants & Funding",
"PI on an awarded external or competitive internal grant; or submitted a major national grant with a strong application.",
"Submitted at least 1 external grant application; or received start-up/bridge funding and deployed it effectively.",
"In active preparation of a grant application with a near-term timeline for submission.",
"In early stages of identifying funding opportunities; or attended grant-writing workshops.",
"No grant-related activity or planning during the review period."),
(None, "Research Impact (Citations)",
"20+ new citations of prior or current work; or a publication gaining clear early traction in the field.",
"5–19 new citations; early evidence of community awareness of the research.",
"1–4 new citations; limited but present early-career visibility.",
"No new citations but research is disseminated through preprints, repositories, or conference abstracts.",
"No citations and no dissemination activity during the review period."),
(None, "Creative, Applied & Practice-Based Scholarship",
"At least one creative, applied, or practice-based scholarly work (e.g., creative writing, design, fine or performing arts, innovative clinical or professional practice, technology transfer) completed, exhibited, or accepted; evidence of professional adjudication.",
"Creative, applied, or practice-based scholarly work submitted for or actively undergoing professional review.",
"Creative, applied, or practice-based scholarly work in active development with a clear completion timeline.",
"Identified a creative, applied, or practice-based scholarly direction; preliminary work or planning underway.",
"No creative, applied, or practice-based scholarly activity during the review period."),
(None, "Research Awards & Honours",
"Received a competitive early-career award, fellowship, or prize.",
"Nominated for a competitive early-career award; or received a travel or research grant.",
"Received a minor internal recognition or competitive internal award.",
"Identified and applied for relevant early-career awards or scholarships.",
"No applications for or receipt of research awards or honours during the review period."),
# ── SERVICE ───────────────────────────────────────────────────────────────
("SERVICE", None, None, None, None, None, None),
(None, "Departmental Committees",
"Voluntarily contributed to 2+ departmental activities or committees beyond normal new-hire expectations; or took on a student advising or coordination role.",
"Contributed meaningfully to 1 departmental committee or task; participated actively in departmental life.",
"Attended departmental meetings and participated in discussions; contributed when called upon.",
"Attended required departmental meetings; becoming familiar with departmental structures and colleagues.",
"Did not participate in required departmental activities without satisfactory justification."),
(None, "Faculty Committees",
"Volunteered for and actively contributed to a faculty-level committee or initiative.",
"Participated in a faculty-level activity or orientation program in a meaningful way.",
"Attended a faculty-level event; developing awareness of faculty governance structures.",
"Completing required faculty onboarding and orientation activities.",
"Did not complete required faculty-level onboarding activities."),
(None, "University Committees",
"Volunteered for and actively contributed to a university-wide committee or institutional initiative.",
"Participated in a university-level activity or institutional orientation program in a meaningful way.",
"Attended university-wide events; developing an understanding of institutional governance structures.",
"Completing required institutional onboarding and orientation activities.",
"Did not complete required institutional onboarding or participate in any university-level activities."),
(None, "External & Professional Service",
"Completed 3+ peer reviews; or joined a conference program committee or granting-council review panel; or took on an active role in a professional society.",
"Completed 1–2 peer reviews; or attended professional society meetings and engaged with the community.",
"Accepted and completed 1 peer review; or maintains active professional society membership.",
"Registered with professional organizations; beginning to build an external professional network.",
"No professional society engagement or external service during the review period."),
(None, "Community Engagement & Outreach",
"Participated in a community outreach activity; or initiated a public engagement project with a clear plan.",
"Made a contribution to an outreach event or public-facing activity.",
"Attended a knowledge mobilization or public engagement workshop; identified concrete outreach opportunities.",
"Expressed intention to engage in outreach; exploring opportunities appropriate to research area.",
"No engagement with community outreach or public-facing activities during the review period."),
(None, "Service Awards & Honours",
"Received a formal recognition or award for service contributions.",
"Nominated for a service award or received informal recognition for a service contribution.",
"Identified service award opportunities and expressed intent to contribute toward eligibility.",
"Becoming familiar with institutional service recognition programs.",
"No engagement with service awards or recognition programs during the review period."),
]
write_rubric("rubric_new_hire.xlsx", new_hire)
print("Done.")