Note: When preparing for the General Exam, enroll for credits under HCDE 600, CR/NC.
The General Exam is administered by a three-member faculty committee and is overseen by a fourth committee member serving as the Graduate School Representative (GSR). The members of the committee are responsible for drafting and evaluating the charge for the student’s Written Exam and Oral Defense.
General Exam Process
- Establishing a General Exam Committee
- Preparing for the General Exam
- Scheduling the Written Exam and Oral Defense
- Taking the Written Exam
- Taking the Oral Defense
- Criteria for Evaluation
The Doctoral Supervisory Committee must consist of at least four members: a minimum of three graduate faculty and a fourth faculty member who serves as a Graduate School Representative (GSR). HCDE requires that at least two of the doctoral supervisory committee must be HCDE graduate faculty. Once the minimum committee makeup is met, non-graduate faculty and affiliates may be appointed.
To determine if a faculty member is eligible for supervisory committee work or to serve as a GSR, please search the Graduate Faculty Locator.
- The student should choose one or more HCDE graduate faculty members to be the General Exam Committee Chair or co-chairs. At least one co-chair must be a member of the HCDE graduate faculty member who holds a doctoral degree (PhD, D. Phil, J.D. or equivalent in the specific field of study). The other co-chair can be an HCDE adjunct or affiliate faculty member. Generally, the General Exam Committee Chair is the faculty member most likely to chair the student’s dissertation; however, this is not a requirement. See the Graduate School Supervisory Memo for specific information.
- The committee chair, together with the student, will choose the remaining committee members.
- To officially appoint a committee, the student must send a list of the committee members (with respective roles) to the HCDE Director of Academic Services.
Students taking the General Exam in a given period will be required to submit to their committee an approximately 2-page precis describing (1) their intended area of study, (2) a summary of existing research, and (3) a general idea of directions they hope to pursue for their thesis proposal. The intention of this precis is to help the student develop a reading list collaboratively with their committee and to help the committee draft a charge to strike a balance between the breadth of the field and how it applies to each student’s area of interest.
Once the precis is provided to the committee, the student will work with their committee members to prepare a reading list covering three areas: Theory, Method, and Concentration. If the student wishes, they may designate a committee member to each of the three areas or they may have the committee weigh in on all three components of the list. The reading list will vary in length and content from student to student and may consist of books, journal articles, conference papers, or any other relevant readings to the three topic areas covered by the General Exam. For Concentration, this will relate to the student’s self-defined course of study relevant to their research as part of their course curriculum.
Students with disabilities may request accommodations for their exams and should reach out to their committee chair and the Graduate Program Coordinator to create a plan for accommodation.
Students must first take their Written Exam over a 14-day period and then have a 2-hour Oral Defense that takes place within one month after completing the Written Exam (occasionally, scheduling constraints may require this be longer than a month - if you find yourself in this situation, please talk with your mentors and academic services manager). The PhD student must schedule the General Exam Oral Defense through MyGrad in advance of the written exam, and must also secure a room for the event. The Director of Academic Services will approve the exam request in MyGrad. Students are required to have a Graduate Student Representative (GSR), a UW graduate faculty member from outside of the department of HCDE, physically present at the Oral Defense.
When determining the dates for the Written Exam, the student selects a 14-day period no greater than 1-month prior to the Oral Defense. They should plan to receive the committee’s charge, instructions, and deadline for submission from the committee chair on or before the first day of the 14-day written exam period and submit responses on the 14th day.
Once the student and their committee have determined the dates for the Written Exam and Oral Defense, the student must:
- Schedule the General Exam Oral Defense defense through MyGrad in advance of the Written Exam, after which the Director of Academic Services will approve the exam request;
- Identify and reserve a suitable location for the General Exam Oral Defense, with help as needed from the department’s student assistants; and
- Email committee members and the HCDE Director of Academic Services with the dates, times, and locations of both the Written Exam and Oral Defense so they will have the charge prepared in time.
- If a student chooses to take the Written Exam on campus and does not have ready access to a location, they can request that one of the department’s student assistants reserve a suitable room for the Written Exam. If the student plans to use a department laptop, they should also request that through the department’s student assistants.
Scheduling cautions: Because of processing time with the grad school for generals, we recommend not scheduling your oral defense for the last few days of the quarter. Additionally, you must be enrolled for credits during the quarter in which you take your general exam. Because most summer quarter appointments are hourly and do not include tuition, summer quarter general exams rarely work -- if you have questions, please talk with Kathleen, Sean, your summer funding source, and your advisor(s).
On the first day of the scheduled 14-day period, the student will receive a written charge from their committee that details three components of the exam covering the areas of Theory, Methods, and one related to their declared Concentration. The charge may consist of a list of questions to answer, essays to write, and/or specific prompts relevant to the student’s research (e.g., a statistical analysis, description of a designed artifact, development of a design space). The student should self-pace their response, but should expect the exam to take no more than 8 hours per question (including both writing and editing), for a total of 24 hours for the three components across the 14-day period. Students can divide up the writing however it works best for their schedule (e.g., doing it all in a few days, breaking the time for each question across the 14 days, etc.). Student responses are expected to be between 2500-4000 words per question, unless otherwise specified by their committee. The department encourages students to use the time for both writing and revising the answer for each component of the charge. Students may use literature, notes, or other preparatory materials made while studying for the exam.
The Oral Defense will be a 2-hour discussion between the candidate and their General Exam committee members. The Oral Exam will engage students in a discussion of issues related to their responses on each of the three areas on the Written Exam.
Committee members may use this opportunity to ask for further elaboration and clarification on responses, with the format and agenda determined by the Committee Chair or co-chairs. A typical agenda is:
- 5 minutes for introductions, as needed
- 10 minutes for committee members to privately discuss priorities and process for the oral defense, based on the written responses,
- 5 minutes for the student to share any reflections since the written responses
- 20 minutes of discussion per question (60 minutes)
- 10 minutes of discussion across questions
- 15 minutes for the committee to privately discuss, including the outcome and recommended next steps for the student's scholarship
- 10 minutes to share the outcome and discuss next steps
but this may be tailored based on the student's written responses or other considerations.
The committee will evaluate the candidate’s responses from both the Written Exam and the Oral Defense based on the evaluation criteria described below. At the end of the Oral Defense, the committee will recommend an outcome for the entire General Exam.
Exams may be in-person or completely virtual, see guidance from the Graduate School.
The General Exam committee will evaluate both the Written Exam and the Oral Defense components of the exam. Possible outcomes of the General Exam are:
- Candidate is encouraged to proceed with studies leading to the doctoral degree.
- Candidate must be reexamined after a further period of study; requires resubmission of a Request for General Examination to the Graduate School.
- Candidate is not recommended for further work towards the doctoral degree. The effect of this recommendation is termination of the student’s enrollment in the doctoral program.
The criteria for evaluation for the General Exam are based on the student’s ability to (1) engage with, analyze, synthesize, apply, and critique the material covering the three areas of the exam, and (2) express ideas both in written and oral format in a complete and scholarly manner. Students are encouraged to speak with their committee members about how these criteria may be explicitly applied to their area of study.