Month One

Area Extension Director/Baltimore City Extension Director

✔	Task	Date Completed
▢	Set up cluster meeting (for the specific program area) in collaboration with Program Leader.
▢	Review UMD College of Agriculture and Natural Resources (AGNR) Strategic Plan and Initiatives
▢	Review UME Strategic Plan
▢	Review UME Diversity, Equity, Inclusion, Respect Plan
▢	Discuss UMD Policies reviewed on UME Answers.
▢	Review UMD Faculty Handbook
▢	Review UMD Faculty Benefits
▢	Review the ARES website (Concur, payroll, etc.).
▢	Review the Administrative Services website.
▢	Explain UME Forms on UME Answers
▢	*Train on Affirmative Action Describe the Affirmative Action process and related record-keeping UME Compliance Show faculty member the Affirmative Action Central File and his/her program area section. Explain its’ use Discuss approaches for reaching diverse audiences and how to document the efforts for the AA file Explain Internal Compliance Review (every three years) Review UME Sexual Harassment Guidelines and UMD Policy and Procedures on Sexual Harassment
▢	Explain Extension Advisory Committee/Board and its function, both fiscal & advisory. Populate upcoming meeting dates on Google Calendar.
▢	Review ongoing/annual UME county events and expectations for faculty member involvement.
▢	Review expectations for county-based UME-Annual Reports.
▢	Discuss various agencies to begin networking.
▢	Orient faculty member to community and set up meetings with local collaborators.
▢	Provide email subscription information for relevant county activities (e.g., news and alerts), as appropriate.
▢	Explain county government structure and expectations.
▢	Discuss areas and opportunities for potential professional development during the year. Review UHR training opportunities.
▢	Write bio/intro w/photo for local newspapers and UME Newsline.
▢	Complete UMD online bio and add a photo.

Program Leader (In-Person)

✔	Task	Date Completed
▢	Review basic program development process including community scans and asset mapping to determine needs to address.
▢	Review Extension Programming Framework for program area.
▢	Have an in-depth discussion of statewide initiatives (including UME strategic plan, action or work teams, signature programs, etc.)
Reporting Procedures
▢	Explain Faculty Reporting Expectations
▢	Individual Extension Plan (IEP) Assist in developing program priorities within state identified priorities and cluster needs Assist with development and implementation of one-year plan of action Review IEP documents Identify local needs and develop a draft IEP to submit to C/AED and PL before next month’s meeting
▢	Teaching Effectiveness (Immediate submission to Field of Operations office) Last annual submission due no later than Nov 15 Describe the teaching effectiveness forms Teaching Effectiveness Form Train-the-Trainer Form Administrative/Peer Form
▢	University of Maryland Extension Reporting System (UMERS) Explain UMERS and expectation of monthly entry
▢	Impact Statement
▢	Curriculum Vitae (CV)
▢	Self-Evaluation process & form
▢	Faculty Activity Reporting – Watermark Faculty Success
▢	Annual Faculty Review (AFR) (Conducted March-April) Discuss the Annual Faculty Review Process including CV development, UMERS entry, impact statements,self evaluations, teaching effectiveness, etc.
▢	Discuss Promotion and Tenure process (tenure-track faculty). Policy Helpful documents Criteria View recorded training
▢	Review mentoring process Identify an experiential mentor and a programmatic mentor. Review UME mentoring guide
▢	Discuss areas and opportunities for potential professional development during the year, and available state funding.
▢	Explain purposes, format and responsibilities of annual statewide training conferences including: workshops, conferences, and regional trainings
▢	Set next month’s call. Date: ________________ Time: ________________

Administrative Assistant

✔	Task	Date Completed
▢	Explain programmatic budget process, EAC/EAB, Pcards, Tcards, etc.
▢	*Reinforce the Affirmative Action process and provide electronic copies of the AA statement, special assistance statement, official UME logos, and training log Public Policy Notification: Entire Document (15 pages) including Procedure / 7 Program Assurance Statements / Program Complaint Flow Chart / Program or Facility Complaint Form. UME Logo Style Guide (PDF) UME Word Mark UME and Program Logos

✔

Task

Date Completed

▢

Explain programmatic budget process, EAC/EAB, Pcards, Tcards, etc.

▢

*Reinforce the Affirmative Action process and provide electronic copies of the AA statement, special assistance statement, official UME logos, and training log

Public Policy Notification: Entire Document (15 pages) including Procedure / 7 Program Assurance Statements / Program Complaint Flow Chart / Program or Facility Complaint Form.
UME Logo Style Guide (PDF)
- UME Word Mark
- UME and Program Logos

Program and Organizational Development (POD) Unit Meeting

✔	Task	Date Completed
▢	Schedule meeting with POD team for overview of services and resources
▢	Discuss Extension Academy and Onboarding
▢	Introduce expectation of establishing baseline data via Needs Assessments
▢	Discuss required training for IRB and CITI

Please remember to do the following:

Monthly

▢ Email Orientation checklist to AED/BCED & PL
▢ Email program updates to AED/BCED & PL
▢ Participate in Admin Mondays on the 4th Monday at 9 am
(Tip: login in UMD Zoom account to avoid the waiting room)
▢ Attend county/cluster staff meetings
▢ Submit UMERS electronically each month
▢ Monitor AA compliance & update the training log

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