The Self-Study Report for a six-year review should be organized using the outline below. The annual reports should be organized to collect information needed for sections 3, 4, 5 and 7. These sections can be customized for individual research centers/institutes, with approval from the Dean (or Primary Dean, Vice Provost for Research when appropriate).
- Center/Institute History and Goals
- Provide a concise statement of the research center/institute’s purpose. Include publicly stated vision and mission and comment how they relate to UWM’s vision and mission.
- Provide a brief history of the center/institute.
- Describe the specific goals the center/institute expects to accomplish and how success is measured in relation to goals (e.g., research expenditures, scholarly output, honorific awards, outreach services).
- Organizational Structure and Membership
- Describe the organizational structure of the unit (e.g., leadership structure, reporting structure, location).
- Provide a list of participants in the research center/institute during the six-year review period.
- Key Accomplishments
- Provide a bulleted synopsis of the most important accomplishments of the center/institute during the six-year period (e.g., grants and other sponsored projects received, significant partnerships, workshops and conferences organized, honorific awards).
- Assessment of Center Activity and Finances
- Assess the activities of the center during the previous six years in relation to the goals
- Assess and explain any trends in the financial outlook for the research center/institute during the previous six years.
- Comment on strengths and weaknesses of the center/institute.
- Describe how the center/institute helps researchers become more competitive for external funding
- Facilities
- Describe the physical resources of the facility
- Marketing/Publicity/Member Recruitment
- Describe how the activities and services of the center/institute are made known internally and externally
- Comment on the main attractors and benefits that draw the active researchers to associate with the center.
- Comment on the main detractors and obstacles to active member involvement.
- Future Strategic Plans (second last section)
- Describe and discuss the major strategic goals and planned activities for the next six years.
- Provide a bulleted list of issues/challenges affecting the research center/institute’s ability to achieve its objectives in the coming years and suggest possible solutions.
- Describe the process of assessing user satisfaction with the services or facilities provided, and how those responses are incorporated into the planning process.
- Other (last section)
- Provide information not requested elsewhere that you feel is relevant for campus administrators and/or external reviewers.
Add as relevant following section 6 and renumber subsequent sections
- Core Facilities
- Describe the user demand for your facilities, and your ability to meet that demand
- Describe the process for allocating resources to users
- Describe the availability of training on facility/equipment use
- Connection to Academic Programs
- Describe the unit’s involvement in undergraduate or graduate education, and relationship of teaching and research within the mission of the unit.
- Discuss potential opportunities for involvement of other academic programs with the unit.
- Community Outreach
- Describe community outreach activities (e.g. workshops, training).
- Connection to Industry
- Discuss the role and performance of the unit in relation to its relevant Industries.
- Direct Support of Research Projects
- If the center/institute provides direct support for projects, describe the solicitation and selection process, and list projects that received direct support during the past six years.
Supporting documents: To be completed by all centers/institutes
Attachment 1 – Listing of Scholarly Output for Activities Conducted through the Research Center/Institute
- Provide a list of all peer-reviewed publications by year.
- Provide a list of presentations at national and international meetings (denote invited talks).
- Provide a list of other publications and creative works.
- Provide a list of honors received by faculty, staff, and students associated with the center/institute.
- Provide a list of graduate degree recipients whose theses and dissertations were enabled by the center/institute.
Attachment 2 – External Proposal Activity
- Provide a list of external funding proposals submitted through the research center/institute (or that were within the scope of the center/institute) during the last six-years. Include lead PI Name, funding agency, grant name, proposal title, budget request, and award outcome (funded/not funded). If funded, add award amount and duration of funding.
Attachment 3 – Financial Reports (based on UWM fiscal year cycle; use Excel template provided)
- Funding and Expenditures: Enter funding from all sources by fund code/type, e.g. State General Purpose Revenue (101), F&A (150), General Operations Receipts (136), Gifts (233), Federal grants and contracts (144), Non-federal grants and contracts (133). Do the same for expenditures. Add rows as needed for other fund codes. Provide narrative for financial reports in Section 4 above.
- Operating Costs: Provide detail on non-grant-related operating costs (e.g. salaries, maintenance fees, travel, S&E). Add rows as needed. Provide narrative for financial reports in Section 4 above.
Attachment 4 – Charter Document
- Attach charter documents (if any) that were submitted for approval in establishing the center/institute.