Form B

This document — also known as the Three-Page Summary of Appointment Recommendation — provides packet reviewers with a standard summary of a candidate's work. Form B is part of candidate packets for both appointments and promotions. This document will be uploaded into M-ACE for appointments, and MARTA for promotions.

Form B includes descriptions of these aspects of a candidate's work, depending on their track. Find track-specific guidance under each section:


Candidates' service contributions should be described in terms of quality and quantity. These activities may include administrative or committee work for departmental, school, University, or national organizations.

Professional Work in Patient Care

Candidates' clinical service, where applicable to their role, should be described in terms of quality and quantity. You may include discussions of the candidate's unique clinical expertise and their relationship to other clinical disciplines. 


Describe and evaluate the quality, originality, and significance of the candidate's research. Include a description of work in progress. Note publications as a practical way of documenting the nominee's contributions. Note service on study sections or membership on editorial boards. Remark on ability to compete successfully for external research funding.


Instructional Track: Discuss subjects taught, rather than course titles. If the candidate shared teaching responsibility for courses, describe his or her role in the work. List the number of hours of teaching activity per year. Describe which groups the candidate has taught, such as medical students, house officers, fellows, students in other units of the University, etc. If the candidate has offered guidance to graduate students and postdoctoral fellows, list that as well, especially if the candidate served as chair of a doctoral committee.

When describing the quality of a candidate's teaching, discuss performance, originality, and significance. Document activities with peer evaluations, student evaluations, awards, and/or invitations to teach at other institutions. Documentation of quality is essential, and should mention the standards of the institution where the teaching was done.

Document leadership and creativity in teaching, such as coordinating the teaching of others; work on curriculum development; innovations in teaching techniques or materials, such as peer-reviewed publications, books, chapters, or multimedia materials.

Research Professor Track: Teaching is a required component of the Research Professor Track duties. Include documentation of quality and quantity of teaching and mentoring activities.

These activities may happen within the context of one or more research programs (e.g., laboratory bench science, social science, or other disciplinary setting) with postdoctoral fellows, junior research colleagues, or students at any level.

Evidence to illustrate teaching and mentoring may include:

  • Letters of evaluation from students or mentees.
  • Evidence of co-authorship with students or mentees.
  • Career placements/career/professional outcomes of for the individual's students or mentees.
  • Letters from colleagues describing the individual's teaching, mentoring or advising.
  • Service on dissertation or thesis committees.
  • Sponsorship of student projects of grants.

Relevant activities to be discussed in the narrative may include:

  • Formal courses.
  • Student summer programs.
  • Professional programs.
  • Organizing and participating in seminar series that include students.
  • Educational outreach programs.
  • Research supervision of students, such as through participation in the University of
  • Michigan's Undergraduate Research Opportunity Program (UROP).
  • Independent study courses for students.

Clinical Track: Teaching is an important component of Clinical Track appointments. Include documentation of quality and quantity of teaching activities.

Recent and Significant Publications

Instructional and Research Tracks: Include the five most significant publications of the candidate since their appointment or last promotion. If the candidate is not the first or the senior author, briefly explain his or her role.

Clinical Track: Include the five most significant publications of the Clinical Associate Professor or Clinical Professor candidate since their appointment or last promotion. If the candidate is not the first or the senior author, briefly explain his or her role. For Clinical Assistant Professors, a minimum of 1 significant publication is required. A maximum of 5 may be submitted.

Evaluators' Comments

Summarize the comments of all peer reviewers. To maintain the confidentiality of peer reviewers, use designations such as "Reviewer A," "Reviewer B," etc.

In choosing quotes from letters, look for sections that will be clear to readers who aren't specialists in the field. Comparisons with other scholars in the field and estimated rankings, nationally and internationally, are especially helpful. Avoid references to the age of the candidate.

Career Development Plan

This plan is required for:

  • Assistant Research Scientists
  • Research Assistant Professors
  • Clinical Assistant Professor
  • Assistant Professor (Instructional Track)

Include an explicit statement on a plan for career development for the candidate. This could include mentorship pairings, academic support such as protected time, needs for space and funding, research plans, travel, and other career development.

Form B Samples

Clinical Track

Research Track

Instructional Track