Chuck’s Draft Self-Assessment for 07/2006 – 06/2007

This is a draft of my self-assessment of my activities for the past fiscal year as part of the UM evaluation process. Thankfully there is no numberic scale that I was forced to rate myself on.
It is only a draft and may be revised in discussions with my supervisor – comments welcome..


A. Define the overall job goal or main purpose of your position.
During the period July 2006 – June 2007 my job was to be the Executive Director of the Sakai Foundation.
B. Describe the major areas of responsibility or categories of work in your position and the percentage of total effort spent in each. Identify the customers you serve (this may include co-workers).
Duties included executive responsibility for the non-profit Sakai Foundation, financial oversight of the Sakai Foundation, supervision of the staff of the Sakai Foundation, setting the long term goals and priorities of the Sakai Foundation, managing the daily activity of the Sakai Foundation, acting as chief architect of the Sakai Foundation, traveling and speaking on behalf of the Sakai Foundation, and fund-raising for the Sakai Foundation.
C. List accomplishments from the prior year (July through June), including projects and skills.
Continued to work on NSF NMI Grant – one year no cost extension – promoting research applications of Sakai
Maintained my relationship with the Mellon Foundation over several meetings – helped in the writing of two final reports of the Sakai Project to the Mellon Foundation.
Travel – Over 50 trips related to Sakai
Over 50 presentations and workshops about various aspects of Sakai
Invited keynote speeches – 6
Wrote a Grant – Sakai Research Edition to NSF – this grant was not funded
Wrote five papers – two accepted for publication in journals
Represented UM and Sakai Foundation at IMS Meetings
Participated in the JSR-286 Expert Group meetings
Worked on many technical aspects of Sakai – primary focus was improving the accessibility and usbility of Sakai’s portal/aggregation layer.
Working with others, added JSR-168 support to Sakai
Worked with others on the refactor of Sakai’s portal software to add support for PDAs, and web 2.0 protocols.
Worked with the uPortal community including adding Pluto 1.1 support to uPortal 3.0
Attended and spoke at four Sakai member meetings around the world
Visited prospective Sakai members to help them make a decision to join Sakai.
Provided technical oversight to the development and release processes of the Sakai.
Mentor the Sakai Foundation staff to increasingly take over leadership activities within the organization.
Developed processes to organization Sakai Foundation business activities.
D. List goals for the coming year, including individual and work group objectives to be met. If you supervise others, please list their names and job titles.
As of July 23, 2007 I will not longer be the Executive Director of the Sakai Foundation. My primary appointment will be with the School of Information as a Clinical Professor.
During September – December 2007 – my primary focus will be my transition back to teaching in the School of Information. I will be teaching a Ruby on Rails and a Java class next semester.
During January – May 2007 I will be pilot teaching a new class for a new Undergraduate Informatics major in LSA. This will be a new course development – the work and planning for this course is already well underway during the summer of 2007 – with weekly meetings to scope out the course and the Informatics undergraduate program.
I will continue to work in Joseph’s DMC lab in addition to my School of Information appointment. My goals for the next year in the context of Joseph’s DMC lab include:
Learning and mastering Ruby and Ruby on Rails
Continue my involvement in the JSR-286 expert group
Become involved in the Apache WSRP4J project and attempt to get WSRP support into Sakai by June 2008.
Continue involvement with the IMS organization – particularly focused on IMS Tool Interoperability
Continuing to work on Sakai as a volunteer contributor
Assisting the new Sakai Executive Director to achieve a successful transition
Develop a series of JSR-168 portlets to show best practices and encourage the Sakai community to make better use of JSR-168 and foster portability between various JSR-168 containers.
Continue to maintain my relationship with organizations like JISC, SURF, Mellon Foundation, Etudes Consortium, Charles Sturt University, Open University (UK), The Open University of Catelonia, Open University of the Netherlands, and other high-profile teaching and learning leaders around the world.
Work with the Learning Activity Management Software (LAMS) to bring the new ideas contained in LAMS into Sakai and IMS Tools Interoperability.
Move Sakai Research Edition forward at a slow pace (since it was not funded) – there are many deliverables in Sakai research edition – it is best if you simply look at the grant description for the scope of Sakai Research Edition.
I would like to increase the number of papers I write about Sakai, Scalable Architectures, and Community Source.
If I have time, I would like to write a book about Community Source.
New activities as opportunities arise and time permits.
It is clear that I will not accomplish all of these goals with an effort level around 30% – but it is good to list the goals that I do have.
E. List specific competencies and skills that you possess (for example