Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
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SP0073-14-1004 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Introduction
This report covers the period 1 May 2003 to 30 April 2004.
PRESIDENT’S REPORT There were matters that have occurred and are reported on within the Annual Report that are ATEM is proud to publish this Annual Report for of particular note. One that gave us all great the period 1 May 2003 to 30 April 2004. I was pleasure was the award of an ATEM Honorary elected to the position of President of ATEM Fellowship to Professor Fay Gale in September with effect from 1 October 2003, but I have 2003. Professor Gale had been our Patron, and been part of the progress that has been made this was a popular and most appropriate award. during the period of this Report. We will show Also in September 2003, the very successful a year of consolidation and then growth for the Tertiary Education Management Conference was Association. We are moving into a period when held in Adelaide, South Australia. This was the all of the previous planning, preparation and first of the new ‘TEM Conferences’ which the structural changes can be activated to make marked the beginning of a more formal and ATEM the strong professional association that equal partnership between ATEM and Tertiary we all require in our professional lives. Education Facilities Management Association in The structural and operational decisions have initiating and running what is fast becoming the now been taken, after due debate. In this period peak Australasian conference for those in the ATEM has confirmed that it is a professional tertiary education management and association whose key role is the support and administration profession. professional development of all those who work in the management and administration of The restructuring of the ATEM Council and the tertiary institutions in Australasia. That work is Branches was completed following our first carried out within a vibrant structure based electronic referendum of members in March around strong branches coordinated by an 2004, and the new Constitution is on the ATEM Executive, and supported by an effective website. The changes are important signals that Secretariat. ATEM is moving forward along the path set by previous presidents and councils, and which In the early part of 2004, many of the matters will lead to greater professionalism throughout that had been under debate for some time were the Association. The Council and Executive finalised by putting them out to Branches and now have a rolling Action Sheet of items to members for discussion and confirmation. be completed between meetings, and we have The underlying role of ATEM in developing introduced the use of the ‘flying minute’ to and strengthening the profession of tertiary ensure that important developments are not education management and administration held up waiting for meetings to occur. The was confirmed, and with the structural changes greater use of electronic communications has agreed, ATEM is now positioned to give effect assisted ATEM to move forward more rapidly to the aspirations of all those involved in this year. the Association. Of particular note is the relationship which is now being developed between ATEM and the Australian Vice-Chancellor’s Committee. I had the pleasure of meeting with John Mullarvey (CEO of AVCC) in Canberra early in 2004 to explore the possibility of greater complementarity and cooperation between ATEM and AVCC in professional development.
1 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Those discussions have moved forward well and The year under review has been a busy but quickly, and although this is outside the period successful year, and much has been achieved. of this Annual Report, I am pleased to say that I need to pay special tribute to my predecessor at the May meeting of the ATEM Council, John as President, Maree Conway, who initiated Mullarvey and Susan Scott from AVCC worked much of the discussion and provided her own with the ATEM Executive to identify areas of intellectual input into the development of ATEM cooperation and mutual benefit. In particular, as a professional association. In my period as a decision was made that some AVCC courses President, and with the strong support that offered in Australia, where because of travel I have enjoyed from the Council and the costs and availability, or where demand for a Executive, I intend to continue to address course is higher than can be met by AVCC the remaining issues around the development alone, we will ‘joint badge’ selected courses and direction of ATEM, and to ensure that the and ATEM will offer them through the Branch Association is one we will all be proud of in the structure. At the same meeting, ATEM Council future. I am very grateful for the ready help and had decided to move to a graduated advice given to me by the Association Executive membership system, and to introducing and Secretariat. professional development requirements I also want to thank all those others who have on members who want to move from one worked so hard for ATEM over the 12 months membership status to another, or to maintain under review. My special thanks go to Branch their existing membership status. Again, Presidents and their Executive Committee this gives ATEM a more obvious role as a members, who are the driving force for ATEM professional association in the sector, and also across Australasia. fitted in well with the discussions with AVCC on the delivery of courses. Through my role at the Tom Gregg University of Canterbury, I was invited to attend President, ATEM Inc. the AVCC Senior Administrative Staff seminar in Cairns in July 2004. As a follow-up to the good progress made with AVCC in May, I was also invited to speak to a session of the Seminar on the changes and developments in ATEM, and to seek the support and involvement of those senior staff in the operation and development of ATEM. That input was well received. I anticipate that the ongoing support of leading tertiary managers, and the support of those institutions which are Corporate Members, will both help to maintain our strong momentum.
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HIGHLIGHTS ATEM’S STRUCTURE AND
Preliminary discussions were held with the FUNCTION AVCC Executive Director John Mullarvey A referendum of Members in March 2004, the and the Director of Training Susan Scott. first which was run electronically on the website, This initiative will prove to be significant received an overwhelming positive response with to ATEM, and will be reported in full in the a large majority of the voting members endorsing next reporting year. the changes proposed by Council. The changes Award of ATEM Honorary Fellowship to were as follows: Fay Gale on the recommendation of the (a) Councillors at Large to be appointed, not elected. President in September 2003. The Citation Yes: 85 (89.47%) No: 10 (10.53%) is displayed at the end of the report. A very successful Tertiary Education (b) Branches be allowed to choose if they have one Management Conference in Adelaide, or two Vice-Presidents. South Australia. Yes: 92 (96.84%) No: 3 (3.16%) Major improvements to the ATEM website, (c) Immediate Past Presidents serve for one year only. including the introduction of e-commerce, Yes: 92 (96.84%) No: 3 (3.16%) and a new Membership Coordinators’ Page. In the New Zealand Ballot, 16 members voted An extra edition of the Journal of Higher ‘yes’ to all questions. Education and Management, resulting in three editions per annum. Further administrative changes were introduced, including Standing Orders for Council Meetings, The restructuring of the ATEM Council and the use of Flying Minutes between meetings and Branches following a referendum of to streamline decision making and implementation members in March 2004. of policy.
2003–2004 targets ATEM has adopted four themes on which we base our programs and against which we measure our progress. These are:
Knowledge Identification – where we identify the intellectual framework required for our members to succeed in their work;
Knowledge Creation – where we find through research and collaboration better definitions of, and standards for, the conduct of our work;
Knowledge Dissemination – where we encourage the wider understanding of how good professional practice can be achieved by our members and by the institutions in which they work;
Knowledge Application – where we put into practice at the individual and institutional level the improvement of our work. 3 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Set out below are the most significant steps Another aspect of Knowledge Creation is the forward that we have taken along this path individual creation of knowledge in the minds in the past year. of the members. To this end ATEM has decided to produce a new edition of the Reading List of KNOWLEDGE IDENTIFICATION the Classics in Tertiary Education Management for publication during the next reporting year. The Association continued to encourage The work is being undertaken by two members members to publish their work on the of the Emeritus Faculty at the Australian Association website. The sites are scattered National University. through the web pages, and include being published in the proceedings of Branch KNOWLEDGE DISSEMINATION Conferences and the Annual TEM Conference, and in ‘Occasional Papers’ and in ‘Research The Journal of Higher Education Policy and Undertaken by Administrators’. Management, ‘ATEM Matters’, the website chat rooms, and the conferences and seminars run KNOWLEDGE CREATION by the Association and the Branches, are all places where knowledge is shared and where ATEM continued to develop its Professional our work becomes more effective through our Education and Training Framework during participation in a learning society. We also 2003–2004, and has identified the broad benefit by being able to participate at the knowledge and skill areas that ATEM members international level. ATEM Delegates attended require to work effectively in tertiary education a number of overseas conferences and share institutions. The Framework aims to underpin their experiences on returning home. all professional development programs offered by ATEM, ensuring that there is a consistent The TEM Conference approach to, and basis for, professional ATEM once again joined with Australasian education across the Association. Association of Higher Education Facilities The Professional Education and Training Managers (AAPPA) in running the re-named and Committee, chaired by Linda McLain, jointly-badged Tertiary Education Management Manager, Professional Development at Conference (TEM) which was hosted by the Edith Cowan University, facilitated the further South Australian Branch. For the first time the development and implementation of the Australian Association for Institutional Research Framework during 2003–2004 with the (AAIR) brought their Conference into the assistance of her Committee. TEM Conference, making it a larger event than ever before. It was certainly a great success, ATEM will implement the Framework in being attended by 594 delegates. There were collaboration with peak groups for piloting 105 speakers. The Conference grossed in Australia first and at a later date in New $485,621.81 in income and made a surplus Zealand. Early discussion with the AVCC have of $89,384.35, of which $37,606.67 came to been particularly useful. The program will be ATEM. At the end of the Conference AAPPA rolled out in NZ after the Australian program changed its name to the Tertiary Education is underway. Facilities Management Association (TEFMA).
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The Conference attracted excellent industry Journal of Higher Education Policy support, with the following sponsorship: and Management Major Sponsor The Journal of Higher Education Policy and Technology One Management continued to flourish under the direction of two new Joint Editors: Ian Dobson Other Sponsors of Monash University and Angel Calderon of TAC Pacific RMIT. This year the Publishers recommended Microbits an extra (third) edition on the grounds that Screen Check there is plenty of material and it could be Genesys Conferencing achieved at no extra cost. Council agreed to the recommendation. ATEM’s publishing Invensys contract with Carfax of Oxford goes through AGL to January 2006. United KG The University of Adelaide ATEM Matters Flinders University ATEM’s popular electronic newsletter ‘ATEM MATTERS’ edited by Association Secretary, University of South Australia Margie Cole, continued its successes, with Trade Exhibitions were again popular editions posted on the website in March, and included: June and November 2003 and February 2004. Automated Logic Corp A new Editor, Toni Hodge of Canterbury BEIMS – Facilities Management Software University, took over in September 2003. ATEM is gratified by the number of Camatic Ltd contributions coming in to the newsletter. Corporate Express EventMAP Ltd Good Practice Guides Jade Software Corp Ltd The Association continued to purchase the Mosaic Software Development ‘Good Practice Guides’ produced by the Association of University Administrators Screen Check Australia Ltd (United Kingdom and Ireland). These are TAC Pacific on-sold to members at the Annual Conference Taylor & Francis and to Branches. Guides on sale at the time of Technology One writing include: ‘Milestones Along the Critical Wormald Fire Systems Path: project management in higher education’, ‘Can I Quote You on That: a guide to working with the media’, ‘Just A Minute: a guide for committee secretaries’ and ‘Supporting Research: from proposal to publication’.
KNOWLEDGE APPLICATION
Knowledge Application works at two levels – the application of knowledge by individual members, and the application of knowledge by the Association. 5 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
ATEM WEBSITE ALLIANCES
The further development and refinement of the International ATEM Interactive website continued with the We continued our strategic alliances with our addition of a new page called ‘Membership four overseas sister organisations as listed on Coordinators’. This page gives members our website: the Association of University information about the identity of the Administrators (UK and Ireland), the American Membership Coordinator for their institution Association of University Administrators and the or region and also provides an e-mail facility American Association of Collegiate Registrars for communication between Membership and Admissions Officers (ACRAO); and the Coordinators. Association of Caribbean Higher Education Hit rates to the site were (calendar years): Administrators, the latter being a new alliance 1999: 14,918 entered into this year. 2000: 17,000 Visits to and/or communications with other 2001: 21,200 Associations, also listed on our website, continued and included: For 2002 we instituted a new way of collecting web statistics based not on hits, but on visitor American Association of Community sessions. The series began in September 2002. Colleges On an annualised basis, the site was at that Committee of Scottish Higher Education time attracting around 60,500 visitor sessions Principals in a year. This is a massive increase on the old Committee of Vice-Chancellors and site, whichever way you look at it. Principals (UK) For the reporting period this year we have International Association of Universities achieved the following: International Meeting of University 65,155 visitor sessions Administrators 224,213 page views Nordic Association of University Administrators 1,868,633 hits (if counted according to the old format of 1999–2001)
This is now our new benchmark and references to old figures will now end.
Some hundreds of papers continue to be added to the website in ‘Occasional Papers’ and in the Archived Conference Papers section for Branch Conferences and the TEM Conference.
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Local ATEM AWARDS
ATEM has strong alliances with local ATEM makes a number of awards annually organisations, especially with AAPPA/TEFMA to assist members to further develop their and AAIR which join us in the TEM Conference. professional practice, and to recognise their These alliances include: achievements in this area. ATEM Awards made Association of Polytechnics of New Zealand in 2003–2004 were: Australasian Association of Higher Education Honorary Fellow Facilities Managers (AAPPA) now TEFMA Fay Gale (South Australian Branch) Australian Association for Institutional Peter Karmel International Travel Grant Research Chris Jeffery (Western Australian Branch Australian Council for Private Education Study Scholarship and Training Karen Hill (ACT Branch) Australian National Training Authority and President’s Award TAFEs in Australia Jan McAdam (Victorian Branch) Australian Universities Quality Agency Meritorious Service Awards Australian Vice-Chancellors’ Committee Jenny Coggins (ACT) Russell Hillbrich (Vic) New Zealand Vice-Chancellors’ Committee Lorraine Parker (NZ) Links to each of these sister institutions can be found at this URL: http://www.atem.org.au/activities_professional_ links.cfm
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MEMBERSHIP Membership Coordinators’ to modified and put into use by the Branches. The development All of our aims can only be achieved by of the Membership Coordinator concept is the a growing and ever more involved and last, the most important, and the most difficult committed membership. part of the McAdam Marketing Plan. It is still in To this end, Council continued to implement its early stages and results, which should be an the Marketing Plan, which was created by increased membership, are not yet apparent. Councillor at Large, Jan McAdam, in May 2001. Stages one and two are complete. The first stage Membership statistics saw a redesign of the membership brochure, Membership statistics trended downwards a poster, business cards and the ATEM website, this financial year. Membership has fluctuated all having the same modern style and looking from 1,519 in 2001 to 1,669 in 2002 and compatible. Stage two is now implemented, 1,727 in 2003. The 2004 result of 1,525 was and involved a completely new ‘back end’ to a disappointment which has been reversed the ATEM website which allows Branches to since the 2004 Census. Corporate Membership access and manage their own data and contains continues to be popular with our leading a much better mass e-mailing facility. The last institutions, but it also dropped slightly in part of the project was the implementation of 2003–2004. e-commerce to the website. Membership statistics are a dynamic. Members Council also revised the concept of Institutional leave the profession and come into it every day Coordinators, renamed them as Membership of the year. Below is a snapshot of April 2003 Coordinators, and adopted a ‘Brief for compared to April 2004.
Branch Financial Unfinancial New Corporate Emeritus Total Members All types Applications Members Members
2004 2003 2004 2003 2004 2003 2004 2003 2004 2003 2004 2003
ACT 36 30 16 28 23 32 10 21 85 111 NSW 209 245 74 4 49 61 5 6 337 316 NT 21 21 13 14 6 12 40 47 NZ 93 154 139 50 1 65 98 3 1 300 304 QLD 103 163 79 101 28 24 29 3 2 209 323 SA 66 53 18 24 15 14 2 3 101 94 Tas 46 48 15 18 10 15 71 81 Vic 179 187 55 73 5 25 41 2 259 308 WA 72 75 26 34 2 20 25 1 2 119 138 Other 2321 1 45
Total 827 979 437 347 37 237 327 24 37 1525 1727
(Notes: The columns show 2004 compared to 2003 for Financial Members, Unfinancial Members, New Applications (applications which are in the pipeline), Corporate Members (individuals, not institutions) and Emeritus Members (retired members). ATEM has a rolling membership year and there is a 90-day grace period before a person’s membership is cancelled. This explains the large number of members in the Unfinancial Category, as March is when most members become unfinancial, and the Census date is in April. 8 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
THE ATEM FOUNDATION In hard dollar terms our support has been as follows: The ATEM Foundation is a vehicle for creating a permanent endowment for ATEM Grants and for 2000: Sponsor of the ATEM Conference Education and Training Programs. Annual Dinner, $500. 2001: Sponsor of the ATEM Conference The ATEM Emeritus Chapter (a Chapter of the Annual Dinner, $500. ATEM Council for retired members), was asked to spearhead a Bequests and Annual Giving 2002: Sponsor of the ATEM Conference program for the Foundation, and the Report of Annual Dinner, $500. that Chapter follows. 2003: Commissioning of the Bust of our Founder, Maurie Blank, $500 THE EMERITUS CHAPTER 2004: Annual giving program to date, $2,000
Report from Colin Plowman, Convenor of Emeriti Five Year Total: $3,000
The ATEM Council has requested the Emeritus Chapter to spearhead a bequests program for VISITS BY THE ATEM the ATEM Foundation. The Chapter’s members SECRETARIAT have already have made two commitments in The Secretariat aims to visit Branches whenever this regard. Also the annual giving program possible. During the reporting period: has so far yielded $2,000 to 30 March 2004. This amounts to $5,200 on an annualised basis. Giles Pickford attended:
Our record of support over the years has The ACT Branch AGM in August and the been good. Christmas Function in December 2003; The New South Wales ‘Higher Education Many of our number have assisted ATEM projects Update’ in July 2003 and the Orientation at the Council and Branch level. For instance Program in November 2003; Emeritus Members worked in a semi-volunteer basis in the ATEM Secretariat (Burgess, Pickford, The Queensland Branch Conference in Scardoni), in the NSW Branch (Chapman), and March 2004. the New Zealand Branch (Wills). In addition, four Peter Scardoni attended: Emeritus Members of the ACT Branch (Cameron, Pickford, Plowman and Scardoni) sponsored the The NSW Branch ‘Higher Education Update’ ACT Branch 2003 Christmas Function. in July 2003; The ACT Branch Christmas Function in December 2003.
Both attended the TEM Conference which gave them a chance to catch up with the South Australian Branch.
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PROFESSIONAL New South Wales Branch DEVELOPMENT AND Performance Management – May 16 2003, RELATED ACTIVITIES Kay Hempsall, Anna Bounds and Sharon Litchfield. Full day. 8 attendees. Branches are responsible for the organisation and delivery of professional development Higher Education Update – Friday 18 July activities to their members. These range from 2003, Dr Carol Nicoll, Prof Grant Harman, seminars, workshops, conferences, meetings Professor Di Yerbury and Mr Stephan and short courses. Some Branches also Wellink. Full day. 59 attendees. provide financial assistance to members for Managing Difficult People – Friday 22 August professional development activities. Branches 2003, Kay Hempsall and Mark Kneen. were busy during 2003–2004 and offered Half day. 15 attendees. the following activities. Orientation Program – Wednesday 26 to Friday 28 November 2003, Prof Grant ACT Branch Harman, Maria Fernandez, Giles Pickford, The first PD/Mentoring luncheon was on Prof Denise Kirkpatrick, Ivan Skaines, Steve Wednesday 9 July 2003 at ACU at which about McFarlane, Louise Hanlon, Maree Conway, 25 attended. Michael Werts gave a brief talk Rick Nelson, Prof Stephen Marshall, Kay about ATEM. Hempsall, Bronwyn Pearson and Sue Kirk. Three days. 29 attendees. The next PD event was held at the ANU on Wednesday 5 May 2004 and Professor Marie Membership Coordinators and other major Carroll gave a brief talk on Quality Assurance branch activities and the recent Audit. About 20 attended Appointment of Membership Coordinators at this event. all Universities in New South Wales and one The most recent PD event was a luncheon, TAFE Coordinator. held at UC on Wednesday 7 July 2004 and I NSW Branch has financial Corporate gave a talk on the history of ATEM and where Membership at every University in NSW, we hope to go. Universities Admissions Centre and Higher Education Systems. ACT Branch members are entitled to 50% discount on courses held through the ANU Centre for Continuing Education and 20% discount on courses held through UC Professional Development Programs. This is mentioned on the branch page on the ATEM website.
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Northern Territory Branch New Zealand Branch Surviving and Thriving in Times of Change, NZ Branch Conference, AUT, July 2003, Hugh Kearns, Flinders University. 1.5 hours. Various presenters. 2 days. 94 attendees. 20 attendees. Project Management, UNITEC, October How the New Privacy Act Will Affect Your 2003, Michael Nolan. 2 days. 24 attendees. Employment at NTU, Zoe Marcham, NCEA seminar, Christchurch, Ministry. Department of Justice. 1.5 hours. 68 attendees. 17 attendees. NCEA seminar, Wellington, Ministry. Creating your Powerpoint Presentations, 60+ attendees. Doug Gillanders, NTU. 3 hours. 10 attendees. Social networking meeting, UNITEC Time Management Skills, Mark James, Auckland, Warwick Nicoll. Employee Assistance Service. 3 hours. Forum at Massey Albany, Auckland, 16 attendees. Dr Kaye Turner, Acting Chair of TEC. How to Deal with Difficult Customers, Lunchtime. 50 attendees. Employee Assistance Service. 3 hours. 12 attendees. Member support activities Toni Janes Massey University: NZ Branch Stress Management, Employee Assistance Travel award to attend the TEM conference Service. 3 hours. 7 attendees. in Adelaide. Bullying in the Workplace: Its Consequences, Lorraine Parker, Immediate Past President was Employee Assistance Service. 3 hours. awarded a Meritorious Service Award by 11 attendees. ATEM at the 2003 TEM conference. Mentoring, Christine Edwards, Enterprises Pty Ltd. 3 hours. 13 attendees. Other major branch activities The NZ Branch ATEM President attended Member support activities meetings of the Tertiary Consultative Group Two early bird offers for the TEM Conference Meeting (TCG) convened by the Minister were advertised but no members took advantage of Education. of the offer made by the NT Executive. The Branch successfully nominated Membership Coordinators and other major Dr Juliet Gerrard as the ATEM nominee for branch activities the Minister’s advisory task group on the Ms Vivian Topham was appointed as the proposed Performance Based Teaching fund. Membership Coordinator. The Executive has agreed that commencing 2004:
One of the incentives for joining the NT branch will be that all new members, who have joined ATEM in the previous twelve months, will be entered into a draw for one of the Conference Early Bird rates. A function is to be held in the first half of each year to welcome new members, meet the Executive and to have a tour around the ATEM website. 11 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
South Australian Branch Institutional Coordinators and other major branch activities Professional Development The incoming Branch Executive has moved The management of the 2003 TEM Conference quickly to appoint from its membership an which was held in Adelaide in September 2003 Institutional Membership Co-ordinator for each completely consumed the energies of the South institution in South Australia. The benefits in Australian Branch for the year. This was a major improved communication with members, exercise for a small Branch and was an intensive and a significant boost in membership numbers, professional development activity in itself. are already apparent. A significant number of members from the Branch were engaged in one way or another Tasmanian Branch in the planning and presentation of the Tour of Australian Maritime College, conference. They were involved in a range of Rob Jones and Peter Pryce-Jones. Evening. activities not always associated with their 12 attendees. normal workplace roles, and developed new Leadership and Management of Workplace skills and competencies that will serve them Areas, Tracey Thomas. Evening. 23 attendees. well in their future endeavours in the ‘industry’. Administrative Reviews, Professor Rudi Lidl. As a consequence of this activity, the Branch Lunch. Professional Enhancement Program was put The Role of the Academic Senate, Professor on hold for the year. A largely new Branch John Williams. Lunch. 22 attendees. Executive took over the reins following the Tasmanian Law Reform Institute, Professor conference and has worked quickly to capitalise Kate Warner. Breakfast. 21 attendees. on the momentum and energy generated by the conference by actively recruiting new members Rural Health Issues, Professor Judy Walker. and embarking on an active professional Lunch. 20 attendees. development program for the coming year. New Developments in Student Accommodation, Jacinta Young. Breakfast. Member support activities 23 attendees. Up to two study scholarships (the John Emery Scholarships) are awarded annually by the Tour of Fine Arts Works, Malcolm Bywater. Branch Executive to assist Branch members to Morning. 8 attendees. undertake studies related to their professional Christmas Lunch, Presented by all. Lunch. development. The Scholarships provide a grant 35 attendees. of up to $1,000 towards costs of tuition. Masterful Leadership: Unmasking your Only the one application was awarded for 2003 Inner Wisdom, Yvonne Bottomley. 2 days. to Michael Koorndyk, who is enrolled part-time 16 attendees. in a PhD program. University Governance, Dr Mike Vertigan. Lunch. 38 attendees. The Branch has also normally awarded two Travel Grants to members attending the annual TEM Nursing – Current Research and Future Conference but, as the 2003 Conference was held Directions, Professor Gerry Farrell. Lunch. in Adelaide, these were suspended for the year. 15 attendees. Rural Health Up-date, Judi Walke. Lunch. The incoming Executive has embarked on a 24 attendees. major review of the terms and conditions of Separation Science, Professor Paul Haddad. these Branch-based awards with a view to 12 broadening their appeal to the membership. Lunch. 18 attendees. Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Victorian Branch Western Australian Branch Report/Business Writing, Rosemary Chang. Academic Misconduct including Plagiarism – 1 day. 23 attendees. ECU’s policy, Dr Jim Millar, Director, New Administrators program, Various Learning and Development Services, ECU. presenters. 1 day. 30 attendees. 32 attendees. Middle Managers Program, Des Penny and Shared services – OSH, Chris Pepper, various presenters. 3 days. 30 attendees. EduSafe. 11 attendees. Minute Taking 2 (and language), One day conference: Higher Education at Jennifer Robinson. Half day. 16 attendees. the crossroads – Reflections on the impact of the Nelson reforms, Prof Deryck Schreuder, Understanding Yourself and Others through UWA; Prof Millicent Poole, ECU; Prof John MBTI, Maddy McMaster. Half day. Yovich, Murdoch; Prof Lance Twomey, 27 attendees. Curtin; Dr Jane Den Hollander, Curtin; Customer Service, Terrie and Fofi. Half day. Prof Jeff Gawthorne, Murdoch; Peter Walton, 22 attendees. Curtin; Michelle Hoad, Central West TAFE; Communication Skills for Women who Lead, Prof Pat Garnett, ECU; Prof Robyn Quin, Julie Warnock. 1 day. 19 attendees. ECU; and Prof Robyn Owens, UWA. Setting and Managing Priorities, 122 attendees. Adam Le Good. 1 day. 18 attendees. Post Conference 2003 – Outcomes Shaping Minute Taking 1, Jennifer Robinson. Half day. the Post-Nelson Agenda in WA, Rob Brown, 23 attendees. ECU. 38 attendees. Managing Poor Staff Performance/Behaviour, Retirement Income Streams, Bill Jarrott, Des Penny. 1 day. 29 attendees. Murdoch. 20 attendees. Managing Cultural Diversity, Jan Drew. What is TISC? Steve Hoath, TISC and Judy 1 day. 30 attendees. Cresp, TISC. 24 attendees. Working with Asian Names, Fiona Price. Performance of the National TAFE System, 1.2 day? 17 attendees. David Lloyd, ECU. 18 attendees. Resume Writing/Interview Skills, Dianne A Nelson Stocktake: Where did it come Racinger. Half day. 20 attendees. from? What did it change? What might happen? Rob Brown, Edith Cowan University. 50 attendees. Workplace Investigations: The Dos and Don’ts of Conducting a Misconduct Investigation, Glen Bartlett and Steve Heathcote, Clayton Utz Lawyers. 47 attendees. Collaboration with Industry, Prof Bill Loudon, Executive Dean, ECU. 26 attendees.
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Queensland Branch Expanding Your Influence, Hilary Langford, Managing ourselves in the Workplace: Oliver and Langford Pty. Ltd. 3 days. The ultimate time management course, 21 attendees. Darryl Krook, CPEM Consulting Group. Personal Development Workshop for 1 day. 12 attendees. Women 2, Michelle Moynihan, MM Pty. Ltd. Presentation Skills, Dr June Dunleavy, 1 day. 21 attendees. CCS Pty. Ltd. 1 day. 14 attendees. Dealing with Conflict and Difficult People at Personal Development Workshop for Work, Hilary Langford, Oliver and Langford Women, Michelle Moynihan, MM Pty. Ltd. Pty. Ltd. 2 days. 14 attendees. 1 day. 14 attendees. Committee Skills, James Moloney, QUT. Towards Middle Management, Eve Ash, 1 day. 23 attendees. 7 Dimensions, Melb; Darryl Krook, CPEM Marketing Education, Dr Stephen Holmes, Consulting Group; Celia Roots, Psychologist, S.H. and Associates. 1 day. 14 attendees. Fernvale; and Alan Finch, Bond University. Getting Published, Getting Promoted, 3 days. 45 attendees. Gavin Moodie, Griffith University. Half day. Copyright Workshop, Tom Joyce, University 24 attendees. of Queensland. Half day. 20 attendees. Personal Development Workshop for Customer Service Workshop 2, Dr Stephen Women, Michelle Moynihan, MM Pty. Ltd. Holmes, S.H. and Associates. 1 day. 1 day. 14 attendees. 12 attendees. ATEM (Qld) 2004 Conference, Prof Peter Cross Cultural Issues for Tertiary Managers, Coaldrake, VC, QUT; Dr Carol Nicoll, Jiri Martinek, Qld Premier’s Department. Higher Education Division, DEST; plus 1 day. 14 attendees. 17 practitioner presentations. 1 day. Bullying and Discrimination Minefield, 57 attendees. Michelle Moynihan, MM Pty. Ltd. Half day. Contract Issues for Non-Lawyers, Kerrin 8 attendees. Anderson and Tania Kearsley, Senior Writing for Publication 2, Professor Royce Associates, Francis Abourizk Lightowlers, Sadler, Griffith University. Half day. Half day, 29 attendees. 28 attendees. Customer Service Workshop, Dr Stephen Masterful Leadership: Unmasking Your Inner Holmes, S.H. and Associates. 1 day. Wisdom, Hilary Langford, Oliver and 14 attendees. Langford Pty. Ltd. 2 days. 28 attendees.
The Queensland Branch gave five scholarships worth $715.00 each for attendance on the 2003 Towards Middle Management program. Annually these scholarships are offered to staff from more remote institutions on the basis of Central Queensland University (two scholarships); James Cook University (two scholarships); Universiti Brunei Darussalam (one scholarship) and University of the South Pacific (one scholarship). On this occasion the USP did not take up the offer. 14 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Balance Sheet
As at 30 April 2004
30 April 2003 30 April 2004
EQUITY
42,647 Members Funds 38,876
CURRENT ASSETS
43,851 Cheque Account
Investment
Recoverable Expenses 8,139 Foundation Adelaide Conference income receivable 18,808 1,020 Prepaid expenses Council 2,627 Prepaid expenses Hobart Conference 1,636 Recoverable Hobart Conference expenses 5,310 14,841 Branch funds owing to Council 1,696 Sundry debtors 20 481 GST recoverable
68,332 TOTAL ASSETS 64,206
CURRENT LIABILITIES
Accrued Expenses 25,000 Loan from Tasmania 25,000 685 GST clearing 330
25,685 TOTAL LIABILITIES 25,330
42,647 NET ASSETS 38,876
15 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Operating Statement
For the period ended 30 April 2004
30 April 2003 30 April 2004
REVENUE 93,685 Branch levies 93,685 46,750 Corporate Membership 53,550 30,000 Conference and professional development 24,979 120 Good Practice Guides 170 Ghost Lunch 4,180 Advertising 300 10 Sundry income 127 -434 Accural adjustment 71 Interest 62 170,202 TOTAL REVENUE 177,073
EXPENSES Journal 19,598 3,500 Journal Editorial Honorium 1,000 44,500 Secretariat 44,956 8,667 Secretariat expenses 1,541 Branch Conference expenses 268 Equipment Ghost Lunch 4,180 6,000 Fellowships/Scholarships 10,805 16,702 Council/Executive meeting expenses 9,466 Expenses prepaid 2002/3 1,020 1,996 Travel 2,634 11,000 Branch share of Corporate Memberships 12,600 2,717 Annual Conference expenses 3,875 1,600 Corporate Membership campaign 1,869 Membership brochures 2,542 466 Printing/Stationery/Postage/Telephone 903 1,000 Internet site 1,182 10,385 Website maintenance 7,912 8,561 Website development 33,655 12,636 Website development back end (Stage 2) eCommerce setup 640 3,106 Bank charges 3,479 Interest on loan 1,691 Good Practices Guide 325 Foundation 2003/4 returns 520 Write-off of Foundation setup costs 8,139 New Zealand establishment costs 3,062 200 Records archiving 200 Insurance 1,741 1,131 Sundry expenses 1,042 134,167 TOTAL EXPENSES 180,845
36,035 Surplus (Deficit) of Revenue over Expenses -3,772 6,612 Members funds as at 30 April 2003 42,647 42,647 Members funds as at 30 April 2004 38,876 16 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Consolidated Operating Statement
for the year ended 30 April 2004
Council NSW VIC WA TAS CANB NT SA QLD Journal Cons. ($A) NZ ($NZ)
REVENUE
Membership subscriptions 28,240 16,409 2,290 5,441 4,810 3,040 2,904 63,134 24,255
Fees and charges 0
Branch contributions 93,685 93,685
Corporate membership 53,550 1,000 54,550 16,802
Sponsorship 0
Victorian branch repayment 0
Scholarship receipts 0
Conference income/surplus 24,979 20,250 8,856 6,296 60,381 4,726
Ghost lunch 4,180 4,180
Good Practice Guides 170 170
Interest 82 92 7,906 1,409 2,325 345 1,553 516 907 15,135 1,555
PD activities 34,210 124,201 6,589 8,750 3,563 1,010 113,685 292,008 14,060
Other 427 291 600 595 7,000 8,913
Total Revenue 177,073 62,542 148,807 30,538 17,116 6,750 8,156 10,382 123,792 7,000 592,156 61,398
continued on next page 17 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Consolidated Operating Statement
for the year ended 30 April 2004
Council NSW VIC WA TAS CANB NT SA QLD Journal Cons. ($A) NZ ($NZ)
EXPENDITURE Journal 19,598 19,598 Journal Editorial Honorium 1,000 1,000 Council contributions 18,750 16,500 1,998 4,955 4,590 2,495 10,239 59,527 33,740 Executive/branch administrative support 44,956 6,758 5,867 3,216 20,000 80,797 7,500 Corporate membership 14,469 14,469 Membership expenses 2,542 66 2,608 Meeting expenses 10,486 3,836 1,859 4,274 20,455 3,270 Professional development 15,750 56,746 6,182 6,403 406 4,307 716 85,755 176,265 8,913 Social activity 1,496 1,496 Prizes, scholarships and fellowships 10,805 298 1,000 12,103 Printing, postage, telephone and stationery 1,171 1,554 4,122 119 9,913 1,178 18,057 1,540 Good Practice Guides 0 Bank charges 3,479 1,391 1,346 199 16 6 12 563 2,036 184 9,232 Interest on loan 1,691 1,691 Campus support/parking 5,154 5,154 Computing/web expenses 43,389 1,324 44,713 Travel 2,634 2,153 4,787 2,000 18 continued on next page Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Consolidated Operating Statement
for the year ended 30 April 2004
Council NSW VIC WA TAS CANB NT SA QLD Journal Cons. ($A) NZ ($NZ)
EXPENDITURE continued Depreciation 487 487 496 Audit fees 450 150 375 450 308 1,733 675 Referendum 0 Marketing plan 0 Branch reconciliation Adjustment 0 Incorporation/legal fees 3,062 3,062 Foundation 8,659 8,659 Ghost lunch 4,180 4,180 Insurance 1,741 1,741 National initiatives 0 Venue hire 220 220 Conference expenses/ distribution 5,416 9,023 539 14,978 GST remitted 304 187 491 Other 1,567 603 5,141 358 7,669
Total Expenditure 180,845 45,206 85,334 20,618 20,869 9,090 7,922 2,583 133,284 9,421 515,172 58,134
SURPLUS/DEFICIT OF INCOME OVER EXPENDITURE -3,772 17,336 63,473 9,920 -3,753 -2,340 234 7,799 -9,492 -2,421 76,984 3,264
19 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
Consolidated Balance Sheet
as at 30 April 2004
Council NSW VIC WA TAS CANB NT SA QLD Journal Cons. ($A) NZ ($NZ) to 31/12/01
Equity Members funds 38,876 33,378 189,934 56,745 37,643 55,445 48,489 22,124 89,839 7,012 579,485 27,586 Current Assets Cash at bank 34,109 32,143 76,745 7,455 3,777 51,231 12,188 7,468 14,839 12 239,967 14,347 Suspense account 0 2,217 Sundry debtors & prepayments 28,401 2,012 2,180 3,946 388 36,927 6,105 Term deposits 123,672 52,079 10,370 268 36,463 15,000 75,000 312,852 26,965 Loan to Council 25,000 25,000 Branch funds owing to Council 1,696 1,696 Accrued revenue 848 7,000 7,848 Petty cash 200 200 100 500 Non Current 0 Equipment 1,445 1,445 1,950 Investments 0
Total Assets 64,206 35,800 200,417 62,562 39,347 55,445 49,039 22,568 89,839 7,012 626,235 51,584
Liabilities 0 Sundry creditors and accruals 827 817 1,704 550 3,898 18,878 Branch funds held (loan from Tas) 25,000 25,000 Unearned income/paym’ts in adv. 1,595 10,483 12,078 GST clearing account 330 444 774 Conference see capital 5,000 5,000 Subscriptions in advance 0 5,120
Total Liabilities 25,330 2,422 10,483 5,817 1,704 0 550 444 0 0 46,750 23,998 20
NET ASSETS 38,876 33,378 189,934 56,745 37,643 55,445 48,489 22,124 89,839 7,012 579,485 27,586 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
THE ATEM COUNCIL – ENQUIRIES 2003–2004 For enquiries about ATEM, please contact the At January 2004, the ATEM Council comprised: Association Secretariat or visit the Association website: www.atem.org.au Executive Tom Gregg President ATEM Secretariat Chris Jeffery Vice President Giles Pickford: 0411 186 199 Peter Scardoni: 0411 498 462 Richard Easther Vice President Margie Cole Association Secretary PO Box 6050, O’Connor ACT 2602 Australia Neil Voyce Association Treasurer Toni Hodge Councillor at Large Phone: +61 2 6125 5300 Fax: +61 2 6125 5262 Ion Wallace Councillor at Large Email: [email protected] Non-Executive (Ex Officio) Members – Branch Presidents: Kay Hempsall New South Wales Bob Whalan Northern Territory Michael Werts Canberra Richard Easther Tasmania Ginny Ferguson New Zealand Chris Jeffery Western Australia Roger Byrom Queensland Gerard Toohey Victoria Lucy Schulz South Australia
21 Association for Tertiary Education Management Inc ANNUAL REPORT 2003–2004
CITATION FOR FAY GALE Commissioner, Australia Heritage Commission 1989–95 Fay Gale was ATEM’s second Patron, following on after Peter Karmel. President, Institute of Australian Geographers 1989–90 Fay served ATEM with distinction for three Member, Australian Institute of Aboriginal years, from 2000 to 2002. She attended every and Torres Strait Islander Studies since 1964 Annual Conference, and many functions run by the South Australian Branch where she was a Honorary Life Member, Institute of Australia most familiar face. ATEM is stronger through Geographers since 1996 Fay’s interest and dedication to the Association She has received the following medals and its objectives, which she still maintains and honours: today well after her term of office as Patron The Griffith Taylor Medal has ended. The John Lewis Medal Emeritus Professor Fay Gale, AO 1998, BA The Elin Wagner Fellowship (Hons1), PhD, DUniv (Adel); Hon D.Litt (WA); FASSA, FAIM was born in Balaklava on the Gulf The Catherine Spence Scholarship St Vincent and educated in the Methodist Ladies The British Council Award College, the University of Adelaide and the She has published widely in the fields of University of Western Australia. aboriginal studies, women’s studies, She is currently an Honorary Research Fellow environment and heritage studies and in Geographical and Environmental Studies at juvenile justice. the University of Adelaide, a post she accepted Fay Gale was a much loved Patron of ATEM. in 1998. On a lighter note when you look at our first She has served in the following high posts: three Patrons you notice that all three have been Vice-Chancellor of a South Australian President of the Australian Academy of the University, two have been Vice-Chancellor Social Sciences, 1998–2000 of the ANU, and one has been a woman. Vice-Chancellor of the University of Western Australia, 1990–97 We wish Fay well in all her current endeavours and we are honoured that she has accepted the Pro Vice-Chancellor of the University of highest award that ATEM can bestow. Adelaide, 1988–89 President of the Association of Asian Social Ian Chubb Science Research since 2000 Patron 30 September 2003 Member of the Australian Research Council, since 1999 Member of the UNESCO National Committee since 1999 President of the Australian Vice-Chancellors Committee 1996–97
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P.O. BOX 724 RSL ARCADE CRAWFORD STREET QUEANBEYAN NSW 2620 QUEANBEYAN NSW 2620
FAX 02 6299 4138 ABN 27 029 615355
ASSOCIATION FOR TERTIARY EDUCATION MANAGEMENT INC.
AUDITOR'S REPORT
I have examined the Consolidated Operating Statement and Consolidated Balance Sheet of the Association for Tertiary Education Management Inc for the period ended 30 April 2004 in accordance with the Australian Auditing Standards; and:
In my opinion:
(a) The accompanying financial statements of the Association for Tertiary Education Management Inc are property drawn up so as to present a true and fair view of the financial position of the Association for Tertiary Education Management Inc as at the 30 April 2004; and
(b) The accompanying financial statements are a consolidation the Association for Tertiary Education Management Inc Branch reports each of which have been independently audited by the that Branch's auditor. It is noted that the Association is moving to introduce one accounting software package throughout all its branches which should improve the financial reporting within the Association.
KEITH E FRANCE Auditor Dated this: 24th day of September 2004
Keith France BA, MNIA Wal Harrison MNIA
"Liability limited by the National Institute of Accountants Scheme, approved under the Professional Standards Act 1994 (NSW),