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Seven strategies for enabling faculty success in distance education Scott L. Howell a, * , Farhad Saba b,1 , Nathan K. Lindsay c,2 , Peter B. Williams d,3 a Division of Continuing Education, Brigham Young University, 312 Harman Building, Provo, UT 84602, USA b San Diego State University, North Education Building (286), Mail Code 1182, 5500 Campanile Drive, San Diego, CA 92182, USA c University of Michigan School of Education, Room 2117, 610 East University Avenue, Ann Arbor, MI 48109, USA d Brigham Young University School of Education, 150 McKay Building (MCKB), Provo, UT 84602, USA Received 16 September 2003; received in revised form 6 November 2003; accepted 7 November 2003 Abstract Many challenges associated with distance education and technology integration initiatives focus on faculty issues and concerns. This article analyzes these difficulties by identifying from the literature current trends affecting faculty, faculty motivators, and faculty challenges. Then, following this review and analysis, the article presents seven strategies for university administrators and faculty to consider as part of their own strategic plan to mitigate faculty concerns and ensure program success. The seven strategies discussed include the following: (1) enable colleges and departments to accept more responsibility for distance education activities; (2) provide faculty more information about distance education programs and activities; (3) encourage faculty to incorporate technology into their traditional classrooms; (4) provide strong incentives for faculty to participate in distance education; (5) improve training and instructional support for distance education faculty; (6) build a stronger distance education faculty community; and (7) encourage more distance education scholarship and research. D 2004 Elsevier Inc. All rights reserved. Keywords: Strategies; Faculty success; Distance education; Faculty support; Faculty incentives; Faculty motivation; Faculty challenges; Training 1096-7516/$ - see front matter D 2004 Elsevier Inc. All rights reserved. doi:10.1016/j.iheduc.2003.11.005 * Corresponding author. Tel.: +1-801-361-8910; fax: +1-801-422-0702. E-mail addresses: Scott _ [email protected] (S.L. Howell), [email protected] (F. Saba), [email protected] (N.K. Lindsay), [email protected] (P.B. Williams). 1 Tel.: +1-619-594-6138; fax: +1-619-594-6376. 2 Tel.: +1-734-763-8550. 3 Tel.: +1-801-378-6047. Internet and Higher Education 7 (2004) 33 – 49

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Page 1: Seven strategies for enabling faculty success in distance education

Internet and Higher Education 7 (2004) 33–49

Seven strategies for enabling faculty success in distance education

Scott L. Howella,*, Farhad Sabab,1, Nathan K. Lindsayc,2, Peter B. Williamsd,3

aDivision of Continuing Education, Brigham Young University, 312 Harman Building, Provo, UT 84602, USAbSan Diego State University, North Education Building (286), Mail Code 1182, 5500 Campanile Drive,

San Diego, CA 92182, USAcUniversity of Michigan School of Education, Room 2117, 610 East University Avenue, Ann Arbor, MI 48109, USA

dBrigham Young University School of Education, 150 McKay Building (MCKB), Provo, UT 84602, USA

Received 16 September 2003; received in revised form 6 November 2003; accepted 7 November 2003

Abstract

Many challenges associated with distance education and technology integration initiatives focus on faculty

issues and concerns. This article analyzes these difficulties by identifying from the literature current trends

affecting faculty, faculty motivators, and faculty challenges. Then, following this review and analysis, the

article presents seven strategies for university administrators and faculty to consider as part of their own

strategic plan to mitigate faculty concerns and ensure program success. The seven strategies discussed include

the following: (1) enable colleges and departments to accept more responsibility for distance education

activities; (2) provide faculty more information about distance education programs and activities; (3) encourage

faculty to incorporate technology into their traditional classrooms; (4) provide strong incentives for faculty to

participate in distance education; (5) improve training and instructional support for distance education faculty;

(6) build a stronger distance education faculty community; and (7) encourage more distance education

scholarship and research.

D 2004 Elsevier Inc. All rights reserved.

Keywords: Strategies; Faculty success; Distance education; Faculty support; Faculty incentives; Faculty motivation; Faculty

challenges; Training

1096-7516/$ - see front matter D 2004 Elsevier Inc. All rights reserved.

doi:10.1016/j.iheduc.2003.11.005

* Corresponding author. Tel.: +1-801-361-8910; fax: +1-801-422-0702.

E-mail addresses: [email protected] (S.L. Howell), [email protected] (F. Saba), [email protected]

(N.K. Lindsay), [email protected] (P.B. Williams).1 Tel.: +1-619-594-6138; fax: +1-619-594-6376.2 Tel.: +1-734-763-8550.3 Tel.: +1-801-378-6047.

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S.L. Howell et al. / Internet and Higher Education 7 (2004) 33–4934

1. Introduction

With a growing acceptance of distance education and widespread technology integration most higher

education administrators face technological, organizational, pedagogical, and cultural challenges in

helping their institutions adapt to current changes. Although leaders must address issues in all such areas,

they should be aware that many experts agree that distance education ‘‘is fundamentally an academic

issue, not a technological one. Although IT may be the stimulus or change agent, the essential matters

are complex and will be the purview of academics’’ (Oblinger, Barone, & Hawkins, 2001, p. 15).

Perhaps the group requiring the most attention from administrators is faculty, as they often feel

uncomfortable with and even irritated by the changing university landscape.

Recently, Brigham Young University’s (BYU) Division of Continuing Education revised their

strategic plan. As part of the planning process, staff from the division canvassed the country,

surveyed the literature, consulted experts in the field, reviewed other universities’ strategic plans, and

carefully interviewed students enrolled in current programs. The research and analysis revealed that

many challenges associated with distance education at BYU center around faculty concerns and

obstacles in assimilating distance education practices. This article outlines these findings and

suggests practices to ameliorate the difficulties. Administrators can more effectively facilitate the

transition to distance education and better technology integration by understanding current faculty

trends and issues and by adapting specific strategies suited to the needs and contexts of faculty at

their own institution.

2. Trends affecting the role of faculty

Increased university interest in distance education and the integration of technology into higher

education are two factors among many that are transforming faculty roles. Presented below are four

important trends affecting professors’ livelihood.

2.1. Traditional faculty roles are shifting or ‘‘unbundling’’

The work of professors 10, 20, or 30 years ago differs drastically from tasks currently completed by

many faculty. Instead of having multiple tasks all performed by one person, universities are

disaggregating these tasks and assigning them to specialized teams and professionals (Paulson, 2002).

This deliberate division of labor utilizes more nontenure track staff positions in new ways. These

positions are often filled by graduate and even undergraduate assistants, allowing highly trained faculty

to concentrate on other areas of research and focus (Paulson, 2002).

In this changing context of distance education, the traditional professor often takes on the role of

course manager (Roberson & Klotz, 2002; Scagnoli, 2001). In this capacity, the professor is still

responsible for teaching, organizing, grading, coaching, problem solving, and even facilitating. But some

roles, such as facilitating, are enlarged, while others are appended, such as mentoring, role modeling,

counseling, supervising, and serving as a liaison (Riffee, 2003). In fulfilling these roles, distance

education faculty usually team up with instructional designers, assistants, technologists, graphic and

media artists, and other faculty (Miller, 2001). Thus, the individual artisan must adapt to a more

industrialized, educational model.

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2.2. The need for faculty development, support, and training is growing

The adaptation from traditional to modernized instruction requires faculty to develop new compe-

tencies and increases the need for extensive and continuous training—especially with the integration of

technology. In his 2002 University Computing Study, Green identified helping faculty integrate

technology into their instruction as ‘‘the single most important IT issue confronting . . . campuses over

the next two or three years’’ (p. 7). Similarly, an EDUCAUSE study focusing on the top 10 IT issues for

higher education revealed that faculty development, support, and training was the fifth highest strategic

concern, as well as the number five IT issue most likely to become even more significant in the next year

(Crawford, Rudy, and the EDUCAUSE Current Issues Committee, 2003).

Still, there is a tendency for some faculty to feel that distance education training is unnecessary. As

Dasher-Alston and Patton (1998) found, faculty often initially try to teach at a distance using traditional,

face-to-face techniques. However, they soon realize how crucial the effective use of technology is in

communicating with learners in a distance setting. Despite the initial resistance of some faculty, many

are realizing they must develop new skills to teach effectively at a distance.

2.3. Faculty tenure is being challenged

The unbundling of the faculty role is changing the very nature of the ‘‘faculty’’ position itself, causing

many faculty to retool and receive training in how to integrate technology into their instruction, how to

communicate with and mentor students online, etc. Universities are increasingly using less expensive

labor (i.e., adjuncts, nontenured faculty, and graduate students) to staff their courses and service their

students. Consequently, the need for and meaning of faculty tenure in the academic context of an

increasingly modernized division of labor is coming under further scrutiny and challenge.

There are examples of state, private, and for-profit distance learning institutions who have decided to

eliminate tenure status entirely (e.g., Florida Gulf Coast University and BYU-Idaho). The administrators

for these institutions and many others who are eliminating faculty tenure are not alone in their interest. A

survey of governors from all 50 states found that the least desirable characteristic of a 21st century

university was ‘‘maintaining traditional faculty roles and tenure’’ (de Alva, 2000, pp. 34, 40).

2.4. Faculty attitudes toward distance education and technology are improving as they participate in

distance learning courses

Apparently, shifting roles, added training, and lack of tenure are not completely overwhelming

challenges to those faculty who have actually worked as distance education instructors. A National

Education Association (NEA) survey of college faculty showed that more participating faculty (72%)

viewed distance education favorably than those not participating (51%) (Carr, 2000). The NEA also

found that senior faculty are just as likely as recent graduates to retool to teach distance-learning courses,

partly dispelling the myth that only younger teachers are joining the ranks of distance education (NEA,

2000). Finally, McGraw-Hill (2003) recently found that faculty attitudes toward technology are

improving, as the percent of faculty who view technology as very or extremely important for achieving

success rose from 22% in 1999 to 57% in 2002.

One study exploring faculty attitudes pointed to more practical matters as probable causes for

faculty’s opposition toward distance education and technology integration since ‘‘most teachers (85%)

S.L. Howell et al. / Internet and Higher Education 7 (2004) 33–49 35

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were not philosophically opposed to distance education’’ (Lindner, Murphy, Dooley, & Jones, 2002, p. 5).

The study also supported the finding that teaching at a distance improves instructors’ perceptions of

distance education.

3. Faculty motivation

It is clear that trends affecting faculty’s roles, training, tenure, and attitude all contribute to the

success or failure of distance education efforts and technology integration. However, underlying these

global trends and circumstances are faculty who endeavor to reconcile personal perceptions of and

reactions toward these trends with what motivates (or inhibits) their active participation and

involvement in distance education. This section summarizes some of the key findings from the

research exploring faculty, department chair, and university administrator motivation for participating

in distance education.

In a 2000 study, Schifter found personal desire to use technology and the opportunity to innovate to

be the strongest motivators for faculty involved in distance education and technology. McKenzie’s

(2000) findings concurred with both of these motives and added the desire to involve students more

with technology and the opportunity to meet the needs of students at a distance (Crumpacker, 2003).

Kinley’s (2002) study reported that department chairs’ reasons for becoming involved were similar to

those of the faculty in McKenzie’s findings, as well as to reach new markets (i.e., distance students)

and to provide students with greater flexibility. Incidentally, department chairs also claimed they were

not motivated by pressure from administration, nor did they believe distance education would reduce

the costs or improve the quality of their offerings. Interestingly, administrators reported to have

different ideas regarding what motivates faculty than what the faculty said really motivated them; they

ranked more highly the importance of monetary support and credit towards promotion and tenure

(Schifter, 2000).

Given these insights regarding what motivates faculty, it is also useful to explore what does not. The

study by O’Quinn and Corry (2002) found that the highest deterrents to faculty involvement in distance

education were concerns about faculty workload, lack of monetary support, lack of released time, and,

until the faculty had actually had experience teaching at a distance, concern about the quality of distance

courses. Similarly, Schifter (2000) identified the lack of technical support, lack of release time, concerns

about faculty workload, and concerns about the quality of courses as major inhibitors. Shifter, like

O’Quinn and Corry, found the concern for distance education course quality much higher among those

without experience than those with experience teaching at a distance.

Rockwell, Schauer, Fritz, and Marx (1999) conducted a survey on faculty motivation and asserted

that most incentives for involvement in distance education appeared to be intrinsic, while inhibitors

mostly pertained to time. In contrast, Crumpacker (2003) suggested that deterrents are largely centered

on training and could be minimized by providing faculty with adequate education, assistance, and

support. Lee (2001) expressed a similar sentiment, claiming that ‘‘faculty motivation, commitment,

and satisfaction on distance teaching may be in proportion to instructional support they receive’’ (p.

158). These issues of time and support, as they relate to motivation and successful integration of

technology and distance education, must be understood by administrators and addressed by their

institutions if initiatives to advance distance education and technology integration efforts are to

succeed.

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4. Faculty challenges

If institutions are to effectively involve faculty in their transformation efforts, they must align

institution goals with faculty rewards that meet faculty motivations. However, making these strong

motivational connections are not enough; institutions must also understand the obstacles and barriers

impeding faculty participation and seek to remove or mitigate them. This section examines these faculty

deterrents for participating in distance education in greater detail.

As Michael Moore affirms in Berg and Muilenburg (2001)

The barriers impeding the development of distance education are not technological, nor even

pedagogical. We have plenty of technology, and we have a fair knowledge about how to use it. The

major problems are associated with the organizational change, change of faculty roles, and change in

administrative structures. (Berge & Muilenburg, 2001, p. 41)

Lindner, Murphy, Dooley, and Jones (2002) similarly found that faculty perception of and reaction to

technological integration is more important than the technological obstacles themselves.

These two statements by Moore and Lindner et al. should provide the background for examining

faculty barriers and obstacles. Some studies have found that faculty’s top concerns about distance

education were that faculty will not be adequately compensated for their extra work or intellectual

property and that the quality of education will decline (NEA, 2000; Winsboro, 2002). Some faculty are

even worried that the distance education movement threatens their very livelihood and professional

freedom, increasing instructional accountability and oversight, taking traditional students away from the

classroom, and promoting greater access to other content experts while squeezing some faculty members

out of their profession.

Many faculty do not think they have enough time to do research, teach their normal load, and

participate in distance education. Even though some research findings (Paulson, 2002) suggest

otherwise, although some faculty find teaching at a distance less work than on-campus instruction,

most faculty still seem to be worried about time and workload. These faculty fears are further

substantiated by the NEA survey that revealed that more than half of distance-learning faculty spend

more hours on their distance learning course than on traditional courses. In spite of this, ‘‘84% of faculty

get no course reduction, and 63% are compensated for their distance learning course as if it were part of

their normal course load’’ (NEA, 2000, p. 7). LaCost, Iserhagen, and Dlugosh (2000) similarly assert

that distance education can spread faculty members too thinly. For these reasons, it is not surprising that

‘‘throughout the literature on barriers to distance education, time is consistently ranked highest or near

the highest . . . in impediments to distance education’’ (Berge & Muilenburg, 2001, p. 42).

Faculty also worry that participating in distance education will not help them attain tenure and

promotion. ‘‘Wolcott (1997) reported that distance teaching is neither valued nor well rewarded as a

scholarly activity in [some] universities, and not highly related to promotion and tenure decisions’’ (Lee,

2001, p. 155). Paulson (2002) likewise argues that faculty reward structures, and particularly promotion

and tenure guidelines are among the greatest obstacles to reform. He also cites a study by Hagner (2000),

asserting that faculty rewards do not impede ‘‘early adopters’’ or even ‘‘second-wave’’ faculty from

participating in innovative instruction. However, Hagner indicates that ‘‘third-wave’’ faculty members,

crucial to sustainable reform, participate only when it provides them with the opportunity to advance

their professional careers. Regrettably, as Markel (1999) puts it, ‘‘tenure, promotion, and release-time

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policies at most institutions fail to acknowledge the considerable time—measured in months, not days or

weeks—needed to create a distance course’’.

Lack of time and incentives are not the only faculty concerns. From their teaching experiences,

professors feel that they best understand their own students’ preferences for learning and preferred

modes of presentation and delivery (Oblinger & Kidwell, 2000). Furthermore, they worry that students

do not learn as much from distance courses as they do in face-to-face courses. Similarly, faculty assert

that some subjects are more easily taught at a distance or online than others (Kariya, 2003). This is

sometimes a thinly disguised way of saying that distance education is not right for their particular

subject. Many faculty also feel that student–teacher interaction commands the highest market value

leaving education at a distance as an inferior way of teaching (Anderson, 2002). Another common belief

is that ‘‘distance education should closely resemble conventional on-campus education, and is deficient

insofar as it is dissimilar to the conventional’’ (Jones & Pritchard, 2000). Many faculty also assume that

distance education students are no different from conventional students in higher education (Jones &

Pritchard, 2000).

Another challenge for faculty is a lack of expertise in the design and delivery of course materials

for distance education environments. Although they may be very skilled researchers and experts in

their fields, it is often difficult for faculty to develop online instructional activities because most do

not have formal training in curriculum and lesson planning and multimedia development. Furthermore,

many faculty have not carefully planned interactive activities before the course, or even the lesson,

begins. Instead, as O’Quinn and Corry (2002) stated, ‘‘they are accustomed to relying upon verbal

cues and the spontaneity of classroom discussion to serve as a catalyst for interaction’’ (p. 2). To

compound the problem even more, according to Anderson (2001), ‘‘nearly all distance education

students and teachers, moreover, come from a background of classroom education. As a result, they

retain deeply ingrained models of in-person peer groups, teacher directedness, and paced delivery and

evaluation’’ (p. 31). If the differences in online technique and presentation are not enough to frustrate

faculty, being asked to troubleshoot technical problems by their students becomes the last straw

(Otton, 2003).

Even with time and expertise, instructors of distance courses can feel isolated. Anderson (2001)

observes that ‘‘many of the support structures that are usually established to act as advocates for students

and faculty, such as student unions and faculty associations, are much less developed (or, indeed,

nonexistent) in distance education than in campus-based settings’’ (p. 33). Distance education staff and

instructional designers must therefore anticipate these feelings of isolation felt by instructors and

students participating in distance education. As Childers and Berner (2000) remind us, ‘‘this isolation

may affect instructor satisfaction, motivation, and potential long-term involvement in distance learning’’

(p. 64).

Most of these challenges exist to one extent or another at BYU. BYU is a Research I institution

(Carnegie classification) with faculty focusing heavily on research, publication, and teaching campus

students. Faculty are very busy with their university assignments, have larger families than peers at

other universities, and do extensive church and community service (see HERI study in Olsen, 2002).

Like faculty at many other universities, BYU faculty receive little or no tenure and promotion credit

for participation in distance education efforts. Despite these obstacles, their distance education

offerings are extensive, and faculty attitudes about distance education are not all pessimistic. A study

conducted by Olsen (2002) at BYU exploring the integration of technology found that about half of

BYU faculty feel they are appropriately rewarded to use technology in instruction. Nearly 80% are

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pleased with the technical support they receive in their integration efforts. Finally, about three quarters

of them feel they receive adequate instructional support for the effective application of technology in

teaching. Although these findings are encouraging there still remains much to be done to better

support and provide incentives for faculty as they participate in distance education and technology

integration initiatives.

5. Seven strategies

As summarized so far, it is evident that institutions interested in promoting distance education and

fostering technology integration should formulate a strategic plan to address faculty concerns.

Accordingly, the research team from BYU’s Division of Continuing Education has proposed the

following seven strategies to be adapted and applied as needed by other institutions:

1. Enable colleges and departments to take more responsibility for distance education and technology

integration activities.

2. Provide faculty with more information about distance education programs and activities.

3. Encourage faculty to incorporate technology into their traditional classrooms.

4. Provide strong incentives for faculty to participate in distance courses.

5. Improve training and instructional support for distance education faculty

6. Build a stronger distance education faculty community

7. Encourage more distance education scholarship and research

If faculty concerns are not addressed, one prediction is that ‘‘faculty in traditional colleges and

universities will revolt against technological delivery of courses and programs and against the emerging

expectations for faculty. Unionization and strikes will increase as faculty fight a rear-guard action to try

to slow down or stop the inevitable’’ (Dunn, 2000, p. 37). While most predictions are not as extreme as

Dunn’s, BYU anticipates that adopting these seven strategies will help make its transition to the

‘‘inevitable’’ a little less traumatic and more inviting to faculty. It is similarly hoped that these strategies

will assist other institutions as they consider the impact of distance education and technology integration

activities at their own institution.

5.1. Enable colleges and departments to take more responsibility for continuing-education activities

As innumerable studies in organizational behavior show, involvement in planning, implementation,

and evaluation minimizes resistance among those affected. Applied to this context, the effectiveness of

distance education increases with more ‘‘faculty ownership, buy-in, control, and shared direction

setting’’ (Kinley, 2001, abstract). Success depends on ‘‘collaborative and shared goal setting, support

and facilitation, encouragement and resource allocation, and chair-based role modeling and mentoring’’

(Kinley, 2001, abstract).

When distance education initiatives and strategic goals are established, faculty members must be

involved in the decision-making process (Hawkins, 2003). It is essential that the university community

develop the plan—not just distance education administrators (see Florida Gulf Coast University Strategic

Plan (SP), 1998; University of Nebraska-Lincoln SP, 2002). Unfortunately, ‘‘the temptation for

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university administrators in the face of [the] threats and opportunities [posed by technology] is to try to

respond quickly, that is, without consultation with their existing constituencies in faculty and students’’

(Petrides, 2000, pp. 25–26).

Administrators should encourage departments to create ‘‘distance learning plans,’’ addressing issues

such as ‘‘faculty–student mentoring, cohort group and peer interaction, student organizations, special

events, laboratory and research facilities, and information and instructional resources’’ (University of

Central Michigan SP, 2001, p. 1). Similarly, the distance education program and the department offering

the course should jointly determine issues such as course size and management (see University of

Central Michigan SP, 2001).

Kinley (2002) found that ‘‘the department chairs who were most enthusiastic about distance

education ‘tended to be those that established an articulated direction in advance,’’’ and that ‘‘the

impetus for establishing distance education needs to come from the department rather than from the

administration in order to be successful’’ (p. 8). Respondents to Kinley’s survey suggested that

department chairs do the following: ‘‘set a context and build a framework so faculty understand the

direction the department is taking; articulate a vision of how distance education fits into the

department’s goals; lead by example, . . . [demonstrating] an acceptance of technology at the chair

level; encourage faculty to experiment by providing a safe environment; and provide support and

resources to make it easy for faculty to engage in distance education’’ (p. 8).

Institutions must ensure faculty involvement in the development and implementation of distance

education courses. It is important to give faculty as much control over their content as possible, including

the ability to make corrections themselves and adapt and update material as necessary with as few

technological and policy barriers as possible. San Diego State’s strategic plan states that faculty should

have the ‘‘collective responsibility to ensure the academic quality and integrity of the university’s

courses, programs, and degrees. This responsibility extends to those courses and programs offered

through distance education’’ (San Diego State University SP, 2000, p. 2).

In the area of evaluation, ‘‘departments should explicitly include their distance delivered programs

in ongoing departmental assessment’’ (University of Central Michigan SP, 2001, p. 2). A faculty

committee should ‘‘review all distance education courses and programs, even if the curriculum is

largely derived from existing campus-based courses or programs’’ (San Diego State University SP,

2000, pp. 4–5).

A number of other universities are encouraging more faculty involvement in distance education,

and are working toward buy-in from all stakeholders. For example, Texas Woman’s University

formed a Distance Education Program Evaluation Advisory Committee consisting of students,

faculty, administrators, and staff (Czubaj, 2001). Similarly, Penn State sustained a 3-year ‘‘Innova-

tions in Distance Education (IDE) effort [that] was designed to stimulate a change in the academic

culture that would allow distance education to move closer to the mainstream of academic life

within the University’’ (Miller, 2001, p. 319). Whether they are done in these ways or others

universities must work to enable colleges and departments to assume more responsibility for distance

education.

5.2. Provide faculty with more information about distance education programs and activities

One natural method to better enable colleges and departments to assume more responsibility for

distance education and technology integration efforts is to provide them with more information. Better

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communication between faculty and distance education staff fosters increased collaboration, under-

standing, and goodwill between these two parties who frequently encounter conflict and tension in how

they execute their similar but different missions. Washington State’s strategic plan articulates their desire

to ‘‘increase institutional awareness and encourage additional use of [distance education] services and

resources by departments and colleges through enhanced internal communication’’ (Washington State

University SP, 2001, p. 4). More dialogue with academic areas about distance education, and the

financial support these efforts can produce to support campus activities, can engender trust in faculty that

distance education is legitimate and even laudable.

Distance education administrators must establish a system to provide more data on a consistent basis

to academic chairs and deans about distance education credit programs. Such data might include student

ratings of distance education faculty, student demographics, completion reports, grade point averages,

and enrollment counts—especially highlighting those concurrently enrolled in on-campus courses and

reasons for students enrolling in both, and maybe even some financial data relevant to the academic area.

Some of this information could be distributed through annual meetings between academics and distance

education staff, a campus-wide electronic newsletter; a web site allowing access to only faculty and

administrators; and whenever possible, appending distance education data to existing reports for

academic chairs and deans.

In addition to these resources, universities should continue to create and expand an internal print- and

Web-based library of distance education articles and books for instructional designers, faculty, and others

(see University of Manitoba SP, 2003). In short, every effort should be made to provide faculty with

more information about distance education programs and activities.

5.3. Encourage faculty to incorporate technology into their traditional classrooms

Coupled with efforts to provide faculty with more information, institutions should help them actually

get some experience integrating technology in their campus classrooms. Supporting their efforts to do so

will help facilitate the transition from traditional to distance learning models. Faculty may be more

willing to participate in online education if they are not forced to quickly abandon long-established

practices (O’Quinn & Corry, 2002). Rather, they will gradually gain confidence at one level and feel

prepared to take the next step. Schifter (2000) notes that ‘‘for faculty already comfortable teaching with

technology in the traditional classroom, teaching at a distance is an opportunity to offer flexibility to

students’’ (p. 46).

Some institutions, such as the University of Central Florida, have accordingly developed strategic

goals to ‘‘improve the integration of knowledge and to infuse instructional technologies into the

learning process’’ (University of Central Florida SP, 2000b, p. 13). To achieve this goal, UCF has

devised ‘‘enhanced classes’’ that include ‘‘substantial use of the World Wide Web for content delivery

and learning activities without reducing face-to-face class time’’ (University of Central Florida SP,

2000a, p. 7).

Institutions can make similar innovative efforts to provide technical and training support and thus

accelerate faculty’s integration of technology. For example, at the University of Toledo, staff from the

Distance Learning Design Team provide technology training for faculty. As Rhoda (2002) reports,

‘‘[They are] willing to go to the individual professors’ offices or even their homes to work one-on-one,

demonstrating a great sensitivity to potential faculty embarrassment about not knowing how to deal with

the technology’’ (p. 8).

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5.4. Provide strong incentives for faculty to participate in distance courses

If the encouragement to incorporate technology into campus classes is accompanied by strong

incentives to participate in distance courses, faculty will be more willing to take this step. Padgett

and Conceicao-Runlee (2000) found that the institution’s rewards, workload expectations, and

incentives are crucial in the promotion of new programs for faculty development. Similarly, Green

(2002) observed that, ‘‘one of the continuing (and unfortunate) ironies of campus efforts to promote

the instructional use of information technology is the fact that comparatively few campuses provide

formal recognition and reward for faculty efforts at instructional integration’’ (p. 12). A similar

statement and generalization could certainly be made regarding faculty participation in distance

education.

Administrators should therefore provide appropriate incentives in the areas of tenure, promotion,

release time, workload, recognition, pay, and other rewards faculty may deem valuable. The literature is

consistent in reporting: ‘‘To the extent that distance education is a priority for the institution,

administrators should align distance education goals with the university’s feedback and reward system’’

(Prestera & Moller, 2002, p. 8). If they want faculty involvement to expand distance education offerings,

universities must ‘‘ensure that tenure decisions recognize faculty contributions to [distance education]’’

(Crawford et al., 2003, p. 24). They must also address workload implications and any other possible

incentives to encourage faculty support.

Brogden and Couros (2002) have also found that frequently ‘‘faculty [themselves] must provide . . .research-based evidence [of new learning environments’ impact] on student outcomes before department

chairs and deans will be willing to encourage their faculty to participate in on going innovation efforts’’

(p. 27). Consequently, incentives should reward and academic cultures should promote research and

experimental efforts to foster faculty innovation—arguably the most important intrinsic motivator for

faculty.

Similarly, many administrators and faculty have difficulty determining appropriate compensation for

work in distance education. One suggested starting point is to consider the characteristics of measurable

work for tenure and promotion. Common criteria often include the following: ‘‘(1) the activity requires a

high level of discipline-related expertise; (2) the activity breaks new ground, is innovative; (3) the

activity can be replicated or elaborated; (4) the work and its results can be documented; (5) the work and

its results can be peer reviewed; [and] (6) the activity has significance or impact’’ (Brogden & Couros,

2002, p. 27). Replicating these characteristics in distance education and using them as a standard for

determining compensation models will help to match incentives with distance education efforts and

technology integration.

Although most higher education institutions have been slow to provide adequate incentives for

faculty involved in distance education efforts, some individual examples of positive change do exist.

For instance, San Diego State’s distance education plan suggests that ‘‘university standards [be]

followed in setting course loads per instructor and/or academic unit’’ (San Diego State University SP,

2000, p. 6). Similarly, Washington State’s plan emphasizes the importance of ‘‘faculty [receiving]

recognition and rewards from their college and department for their involvement in [distance

education]’’ (Washington State University SP, 2001, p. 5). Efforts such as these, to provide strong

incentives for faculty, will help institutions strengthen faculty support of distance education and

technology integration initiatives and thereby produce additional critical mass for incremental

improvement.

S.L. Howell et al. / Internet and Higher Education 7 (2004) 33–4942

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5.5. Improve training and instructional support for distance education faculty

Appropriate faculty incentives, as important as they are, will be limited in their impact if faculty do

not know how to accomplish the academic goals established for distance education and technology

integration at their institution. It therefore follows that sufficient distance education training precedes

effective distance education programs. As Padgett and Conceicao-Runlee (2000) note, ‘‘The importance

of faculty support and training to the success of any distance education or instructional technology effort

has been widely acknowledged in the . . . distance education literature’’ (p. 325). It is essential that

institutions provide ‘‘opportunities that enhance faculty members’ ability to create dynamic, interactive

learning communities through a variety of online instructional tools’’ (Roberson & Klotz, 2002, p. 6; see

also Loeding & Wynn, 1999).

Distance education staff should help faculty develop and maintain the IT and information literacy

skills necessary to develop quality distributed learning experiences (Crawford et al., 2003), and

proactively introduce faculty to new software, Web capabilities, and classroom technologies. From

the literature on distance education, ‘‘recommendations for basic skills [training] include sequencing

activities to build on each other, having local staff available for follow-up, finding a balance between

broad and limited foci in training, and providing hands-on experience’’ (Padgett & Conceicao-Runlee,

2000, p. 326).

One common problem, though, in distance education training is an overemphasis on technology.

Schifter (2000) remarks that ‘‘faculty programs tend to be limited to how to use the technology or

software, not on how to teach at a distance,’’ and this must be improved (p. 43). Institutions should

ensure that distance education training and support for faculty include ‘‘course redesign support, training

in the use and application of distance education technologies, training in teaching methods, and media

and technical support’’ (Lee, 2001, p. 153). In assigning distance education personnel to train faculty

about good instructional practice at a distance, they need to cover such issues as how to promote student

participation in an online environment and how to use class communication features (Otton, 2003). If

available, the faculty center can be assigned to facilitate some of the training (see University of Central

Michigan SP, 2001). Providing such support will not only enable faculty to achieve distance education

initiatives, it will also improve their motivation (Lee, 2001).

Once training mechanisms are in place, faculty can be better held accountable to a standard of

preparedness in their distance education efforts. For example, the University of Maryland requires

training for faculty before they teach online (Rubin, 2003). Similarly, the University of Central Florida

SP (2000a) mandates that before teaching online, faculty receiving special funding to produce an online

course must successfully complete a preparatory faculty-development course. However, institutions

should carefully balance training requirements with opportunities to just get in and try it out; if there are

too many requirements, some will never experiment.

Administrators should also be aware that ‘‘time is the biggest obstacle preventing faculty participation

in the [training] opportunities that are available’’ (Chick et al., 2002, p. 1). Knowing this, they can

develop training programs that accommodate varying schedules. One way to increase faculty training

accessibility is to provide it in a distance education format (Moore & Kearsley, 1996). Doing so allows

faculty the ‘‘anytime–anywhere’’ access that will accommodate their schedules and also give them

experience actually participating in the instructional format they will be using to teach their own

students. This is a great opportunity for a master distance educator to provide faculty with an effective

example to follow.

S.L. Howell et al. / Internet and Higher Education 7 (2004) 33–49 43

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Another good strategy, utilizing a similar principle, is to establish a mentoring program that pairs new

or inexperienced distance education faculty with seasoned faculty to foster best practices (see ‘‘Quality

on the Line,’’ 2000). Peer mentoring among faculty can provide ‘‘not only teaching methods and tips on

conducting distance education courses, but also psychological and emotional support to relieve some of

the frustration they experienced with distance teaching’’ (Lee, 2002, p. 39).

There are many examples of institutions that encourage or require faculty members to have an

experienced mentor help them design and develop their first distance course (Milheim, 2001). Such

mentoring programs exist at the University of Maryland, the University of Connecticut (University

of Connecticut SP, 2002), and the State University of West Georgia (West Georgia, 2003). For new

online instructors at the University of Maryland, the first course is taught jointly with an

experienced faculty member (Rubin, 2003). Similarly, facilitating mentoring experiences constitutes

one of the 24 essential benchmarks for quality internet-based distance education at the Institute for

Higher Education Policy (‘‘Quality on the Line,’’ 2000). Whether training be provided in person or

at a distance, with formal or informal mentoring networks, it is most important that institutions find

ways to improve training and instructional support for distance education faculty in a way that

works for them.

5.6. Build a stronger distance education faculty community

The five strategies listed thus far, when carried out, will inherently contribute to a stronger distance

education faculty community. This community, whether formal, informal, or both, will act as a catalyst

in promoting local distance education efforts. Interestingly, informal communication networks and

personal contacts are among the most effective channels in disseminating distance education

information. A study by Chick et al. (2002) found that ‘‘faculty members’ most popular source

(70% of respondents) of information about web-based technology is other faculty members’’ (p. 19).

Administrators can capitalize on this finding by encouraging faculty to train other faculty. Chick et al.

suggest that ‘‘it may be a useful strategy for institutions that want to help their faculty integrate

technology into their teaching to support proficient faculty in taking on this role on a more formalized

basis’’ (p. 19).

Formal channels can be invaluable as well. An annual university conference for faculty on distance

education can serve as such a venue to build camaraderie and share ideas. In such a context, faculty

can lend support to one another while administrators address their concerns and needs. Opportunities

to interact with other faculty during such conferences or training allow faculty to see their peers’

successful strategies in adjusting to new challenges inherent in distance education. Administrators

should allow faculty to see effective models at conferences by giving them opportunities to review and

evaluate each other’s distance education courses. At BYU, the departments of English and Religion

conduct peer reviews on all distance education instructional materials, which not only improves the

quality of instruction but also builds a distance learning subcommunity within the academic

department.

To encourage participation in distance education among incoming faculty, institutions should instruct

them about distance education activities during new-faculty orientations (King, Nelson, & Restauri,

2002). Some universities such as Penn State take this idea one step further and hold continuous distance

education faculty workshops and forums. BYU currently runs a Teaching and Learning with Technology

Faculty Fellowship Program that focuses on technology integration and plans to establish a faculty

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S.L. Howell et al. / Internet and Higher Education 7 (2004) 33–49 45

fellowship specifically targeting distance learning. These methods of community building and distance

education training naturally blend together.

These faculty teamwork initiatives, facilitated through conferences, workshops, and fellowships, often

lead to problem solving and improved use of university resources. As one example of this, Crawford et

al. (2003) suggest facilitating ‘‘collaborative relationships among faculty, instructional designers,

librarians, and media specialists to ensure the development of commercial course management systems

that are pedagogically sound’’ (p. 24). Penn State’s Innovations in Distance Education (IDE) group

implemented a faculty team approach to course development, which they say ‘‘allowed the instructor to

focus on content and resource development . . . and reduced total development time by utilizing team

expertise’’ (Childers & Berner, 2000, p. 64). Teamwork efforts such as these help to build a strong

distance learning community, providing extra support for faculty involvement and improving distance

education offerings.

5.7. Encourage more distance education scholarship and research

As universities focus on improving their distance education programs, campus-wide scholarship and

research on distance education will naturally follow. This scholarly productivity can increase even

more if administrators provide incentives and support encouraging it. For example, Washington State

has committed that in order to be a ‘‘major contributor to the national body of scholarship on distance

and continuing education, pedagogy, student services, and faculty support,’’ it will ‘‘provide seed

funding, data, and/or staff support to encourage faculty research on distance learning’’ (Washington

State University SP, 2001, pp. 2, 5). If resources are made available, this seems to be a valuable

approach; however, administrators should keep in mind that funding is not the only way to encourage

scholarship.

Scholarship is also enhanced if faculty view their new distance education and technology

integration undertakings as innovations or research experiments. Many have advocated that approach-

ing the ‘‘online experience not only as a teaching venture but also as a research obligation’’ can

reduce resistance in the academy (Navarro & Shoemaker, 2000, p. 365; see also LaCost et al., 2000,

p. 64). Penn State’s strategic plan suggests practicing with ‘‘pilot groups or trial projects to gain

confidence and competence with a new distance education model. Start with small groups and limited

enrollments, and expand as experience and skill levels increase’’ (Penn State University Strategic Plan,

1998, p. 12).

More active distance education scholarship and publication can also be achieved through

partnerships with academic areas. The university should provide opportunities for graduate students

to have research, evaluation, and internship opportunities within distance education departments. If

there are no on-campus scholars of distance education, a distance education research position can

be created within the division that has joint appointment with a graduate program. Another

possibility is to create an academic center that specializes in distance learning. Some examples of

this are Penn State’s American Center for the Study of Distance Education, founded in 1986 (Penn

State, 2003), and Texas A&M’s Center for Distance Learning Research (CDLR), founded in 1991

(CDLR, 2003).

As distance education efforts at a university grow, some faculty will doubtless want to disseminate

their findings at conferences and through publications, both in distance education and in their own

disciplines. To both expand and share their expertise, faculty could be involved in distance education

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S.L. Howell et al. / Internet and Higher Education 7 (2004) 33–4946

associations and conferences, such as the University Continuing Education Association (UCEA,

2003), the Association for the Advancement of Computing in Education (AACE, 2003), the ICDE

World Conference on Open Learning and Distance Education (ICDE, 2003), and Annual Conference

on Distance Teaching and Learning sponsored by the University of Wisconsin-Madison (Distance

Education Clearinghouse, 2003). Universities can also encourage such activity by providing travel

support for distance education conferences (Milheim, 2001). There are also many peer-reviewed

journals, such as this one, that publish research findings in distance education. Some other examples

among many include the American Journal of Distance Education (AJDE, 2003), Quarterly Review of

Distance Education (QRDE, 2003), and the Online Journal of Distance Learning Administration

(DLA, 2003). By participating in conferences and publications, participants eager to understand and

implement best practices in the field can further improve and adapt distance learning strategies to their

institution’s unique needs.

6. Conclusion

These are times of change. While distance learning and technological integration in higher

education have met with some faculty resistance and frustration, they have also been embraced by

many, especially when university administrators have been aware of what motivates faculty and what

faculty barriers to innovation need to be mitigated. Furthermore, some researchers have begun to

conduct and publish research exploring the complex challenges and implications of these faculty

initiatives throughout higher education. Based on the trends, motivations, challenges, and strategies

presented herein, there is not only a need for institutions to develop strategic plans suited to their

institutional goals, circumstances, resources, and needs but also a sharing of their research findings

with others so that many more can benefit. These strategic plans must be developed not in isolation at

the institutional level but by engaging those at the department and college levels such that much of the

control for these initiatives is strategically localized. They must also be rigorously evaluated for their

impact on distance education theory and practice and on the appropriate use and integration of

technology.

Similarly, there is a need for institutions to not only plan for their faculty’s future roles but also to

invest in faculty training that emphasizes best practices so that faculty receive the help they will need as

they adapt to distance education and technology innovations. These strategic university actions and

research efforts at many institutions will be further validated as findings and observations are vetted in

distance learning and educational technology journals and professional conferences and associations.

In this period of momentous academic transition, university leaders cannot afford to ignore

concerns voiced by faculty as distance education and technology initiatives revolutionize their

profession. As university administrators better understand the importance of faculty buy-in, training,

and scholarship they will realize significant returns on their faculty investments. As Crawford et al.

(2003) assert, ‘‘The future of technological successes at higher education institutions depends not only

on the availability of technology but also on the extent to which faculty are supported as they develop

innovative ways to integrate technology into the learning and research experience’’ (p. 23). The seven

strategies outlined in this article can provide a helpful framework for other institutions, as they jointly

create their own strategic plan for distance education and technology integration, and as groundwork

for further research.

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