TA Planning in L&S
Academic Year TA Planning Exercise
- Plans for Academic Year 2025-26 are due February 12, 2025 via email to teach.learn@ls.wisc.edu
- Departments/programs should use the Instructional Staffing Request form to send changes outside of this exercise (link to form, form instructions for adding or changing a TA position).
- Note: this exercise is for academic year TAs only. Summer Term TAs are initially requested as part of a Summer Budget Proposal. Changes for summer TAs are also requested through the Instructional Staffing Form.
Overview: TA Planning spreadsheet
The TA Planning spreadsheet is a document assembled by L&S Teaching & Learning Administration based on previous TA plans completed by departments.
TLA will distribute TA Planning spreadsheets each January via department Box folders, and departments/programs will update the spreadsheet with their plans for the upcoming academic year. This exercise is intended to help departments/programs plan how to best deploy their TA resources. This process also documents TA position and workload details in a simple and systematic format for easy reference by L&S administration.
TA Planning Spreadsheet Details & Instructions
Field | Description & Instructions |
---|---|
Course/Assignment |
|
Fall / Spring # of TAs |
Planned count of TAs per semester. |
Appt Structure | Briefly describe the structure of the position, e.g., number of discussions/labs. (ex: 4 discussions/TA) |
Appt % |
Appointment percentage of each position. |
Position Status |
Options:
|
Funding |
Options:
|
Notes |
Add notes if modifying an existing position, or to add additional info as needed, such as other funding source. |
Date of last workload review |
For use by L&S Admin staff, do not modify these dates. |
FTE |
For use by L&S Admin staff, do not modify these cells. |
TA 101 Budget Estimate
At the top of each departmental TA Planning spreadsheet is a TA 101 Budget Balance Estimator. This will automatically update your balance estimate as you make changes to your TA plans in the spreadsheet.
Please note several important caveats:
- The budget estimate is based on the following columns: Fall # of TAs, Spring # of TAs, Appt %, and Funding. You must enter these accurately to receive an accurate budget estimate.
- The budget estimate assumes all TAs are paid at the standard rate. If you use multiple rates, such as a higher rate for head TAs, this tool will provide an underestimate of total costs.
- Reader/grader costs are not captured.
Contacts for L&S Administration
- L&S Teaching & Learning Administration:
- Shirin Malekpour, Associate Dean for Teaching & Learning
- Lynne Prost, Assistant Dean for Graduate Student Affairs
- Cathy Yu, Administrative Assistant for Teaching & Learning
- For Budget Questions:
- Jennifer Klippel, Associate Deal for Innovation and Strategic Budgeting
- Mary Beth Roberts, Assistant Dean for Finance-Budget, Planning & Analysis