Before the Promotion Panel process

After the deadline for applications, the Secretary of the Promotion Panel circulates a list of applicants and the full application documentation to each member of the panel.  In advance of the Promotion Panel meeting, the Chair and Secretary, in consultation with the panel members by circulation, confirms for each applicant: 

• Whether the application is multidisciplinary (and if so, decides whether further information from and/or consultation with an additional person(s) is required). 
• Whether any Contextual Factors have been declared (identifying what action to take and seeking advice from the relevant HR Business Partnering Teams where necessary).
• The choice of references that will be taken forward. The Promotion Panel must also check the referees for suitability, as per the guidance in the References section of this document. The Secretary of the Promotion Panel requesting the reference will also include the full application (without the Contextual Factors) and refer the referee to the relevant Assessment Criteria and Indicators of Excellence.
• What action may be required having reviewed the gender and ethnicity balance of the applications and seeking further information from the relevant Head of Institution as appropriate.
• The appropriate person (usually the Head of Institution but may be delegated to another senior academic officer) to provide the Institutional Statement.
• Whether the application is for the appropriate level of office/post (and, in exceptional cases, whether a new application for a different office should be submitted).
• If the applicant has made reference to their contribution to clinical work and postgraduate medical teaching and training, the Chair of the Promotion Panel should request a statement from the appropriate NHS Trust to provide comment on their role and effectiveness.
• If the applicant has made reference to their contribution to clinical work including postgraduate veterinary teaching and training, the Chair of the Promotion Panel should request a statement from the appropriate Clinical Manager to provide comment on their role and effectiveness.
• If an applicant requests that their College teaching should be taken into account, the Chair of the Promotion Panel should request a statement from the Senior Tutor of the College at which the applicant has regularly undertaken the greater part of their College teaching. The Senior Tutor should be asked to provide a factual description of the scope and amount of such teaching work, and comment on the effectiveness of the applicant’s contribution.