training the next generation: planning, development and ......training the next generation:...

Training the Next Generation: Planning, Development and Implementation of Training

Programs in RD

Samarpita Sengupta, UT Southwestern Medical Center Page Sorensen, University of California San Francisco Joanna Downer, Duke University School of Medicine

#NROAD #RDTraining #RDIntern

#NORDP2019 Providence, RI April 29 – May 1, 2019

Introduction and Summary of Our Offices and Institutions

Panelist Institution ResearchDevelopment Structure

Scope Year founded

Samarpita Sengupta, Ph.D.,Scientific Research Writer

UT Southwestern Medical Center

Center-based (recent move from department based)

2 FTE; Individual grants (faculty, students and fellows), large grants, training, some RA and manuscripts; 100-150 faculty served

2015

University of California, San Francisco

Institution wide

7 FTE; Large grants, team science, limited submissions, training grants, intramural funding, special strategic projects; 3000 faculty

2012

Joanna Downer, Ph.D.,Associate Dean for Research Development

Duke School of Medicine

School-based+ dept. (plus other RD outposts in other Duke units)

5 FTE + 1 hire in process; SOM-ledcomplex research grants, limited individual faculty, & training; Univ-wide resource for NIH/AHRQhuman subjects info; 1800 faculty (all SOM w/research)

2009

Agenda

• NORDP Training Working Group: NROAD to RD framework

• Samar’s program at UTSW• UCSF’s program• Joanna’s program-in-development at Duke SOM• Discussion!

Learning Objectives• To understand the core components of creating a

training program: • Required decisions• Appropriate curriculum components• Evaluation approaches

• To see how these components are reflected in three example training programs

• To set next steps for planning a training program in your office

Why do we need RD trainees?

• Increase visibility of RD institutionally• Introduce trainees to RD and careers in RD• Enhance institutional programming regarding “non-

traditional” careers• Build a pipeline of RD staff and contractors• Test RD training materials relevant to RD staff

onboarding & skill development

What are your goals for a training program?

The NORDP Resource for Organizing and ADapting a Training Program toward developing an RD career

(NROAD to RD) Framework

Samarpita SenguptaUT Southwestern Medical Center

Chair, NORDP Training Working Group



NROAD to RD Developed by the NORDP Training Working Group

Samarpita Sengupta, Chair: UT Southwestern Medical Center

Peggy Sundermeyer: Trinity University

Joanna Downer: Duke University

Page Sorensen: University of California, San Francisco

Sharon Pound: University of Tennessee, Knoxville

Rebecca Latimer: University of Virginia

Nicole Frank: University of Utah

Beth Moser: Maricopa County Community Colleges District

Sarah Messbauer: University of California, Davis

Using resources generously shared by :

University of California San Francisco’s Training program (Page Sorensen),

UT Southwestern Medical Center’s NeAT program (Samarpita Sengupta),

The University of Tennessee, Office of Research & Engagement’s Onboarding Resources (Jennifer Webster)

University of Nebraska–Lincoln’s Onboarding Resources (Kathryn Partlow)

NROAD description• The goal of this resource is to provide RD offices a

framework for developing their own training programs to introduce RD to and to recruit and train people interested in a career in research development.

• How to use the resource:• Use as a guide for decision points• Menu of choices: add and edit as necessary• Suggested assignments + Create exercises as necessary• Work with institutional partners• In conjunction with tips document and other resources• Share feedback with working group to improve the resource

Decisions, decisions….

Program goals Expectations for trainees Eligibility

Size,Structure,

Mentorship

Application and entry frequency

Curriculum modes

Curriculum Modes

Simulated projects

Live projects

Didactic/ Discussion

Shadowing

Self-Study resources

Q: Where will the information/material come from?

Suggested Curriculum Modules

RD Basics

Project Management Large Grants

Individual Grants

Limited Submissions

Team Science/ Collaboration

Diversity & Inclusion in

Research

Other institutional, research-related, or

career topics

Evaluation

Solicit feedback

from trainee

Track trainee outcome

Provide feedback to

trainee

Pre-post test

Survey individuals the trainee

worked with

Accessing NROAD to RD

Expect after #NORDP2019

Blog postCommunication from NORDP Communications WG and

Training WGIn the meantime, email all questions to [email protected]

NeAT: The UTSW Experience

Samarpita Sengupta, UT Southwestern Medical Center



Expectations and Goals• To provide a hands-on learning experience in

Research Development• To understand how manuscript/protocol

writing/editing works

• Work closely with the scientific writer• Participate in meetings with principal investigators• Grant or Writing track• Timely, professional, service-oriented• Must have supervisor sign off on initial agreement• Accept follow-ups after completing program

Program goals?

Expectations for trainees?


Eligibility

SizeStructure

Mentorship


• 4-5 trainees selected per year, only one trainee at a time, 6-8 hours/week on their own time

• Shadowing and working on live projects• Closely mentored• Orientation session enables tailored program.

• Must be employed by UT Southwestern• Relevance to selection criteria

• Annual RFP - grant track/writing track choice• Provide resume, cover letter, and one writing

sample

Curriculum Modes

• Live projects/Shadowing tailored to the trainee’s skills and interests

• Complete recommended readings• Read an RFA• Create a budget justification from a budget and

example• Attend PI meetings and provide feedback• Edit a Specific Aims page• Edit a Protections of Human Subjects document

and match it to NIH requirements

• Self-Study and Simulated Projects in developmentSimulated

projects

Live projects

Shadowing


Curriculum Topics• Recommended readings on RD• Learning to read an RFA• Write and edit grants/related documents• Project management

• Different tasks on different projects at different deadlines

• Individual or large grants depending on current office work and trainee’s interests

• Instructions in one-on-one sessions about relevant content knowledge, campus resources, etc.

• Also have Writing track

Individual Grants

RD Basics

Project Management

Other topics

Large Grants

Evaluation

• Complete a final task• Pre-post questionnaire• Weighted scores (subjective) based on

meeting expectations• Bi-directional feedback

Solicit feedback

from trainee

Provide feedback to

trainee

Pre-post test

NeAT metrics

27.27%

66.67%

20.00%

85.00%

20.83%

80.00%

33.75%

85.00%

44.44%

100.00%

35.00%

74.17%

Successful applicants Traineessuccessful/completed

Average improvementpre-post test

Average weighted scoreon other characteristics

2016-2017 2017-2018 2018-2019 (partial)

NeAT feedback

4.5 4.55.0 5.0

4.55.0

4.65.0 5.0

4.65.0

4.04.7 5.0

4.3

Satisfaction Expectationsmet

NeRDresponsiveness

Sufficientfeedback from

NeRD

Careerpreparation

2016-2017 2017-2018 2018-2019 (partial)

Sliding scale:

1- worst5-best

Challenges met and changes planned

• Increased stakeholder buy-in

• Differentiated RD from grant writing

• Increased advertising

• Directed feedback from trainees led to changes including:• Orientation session to increase networking

opportunities, create a sense of cohort• Encouraging trainees to attend weekly team meetings

• Changes implemented since NROAD• Recommended readings based on what we do within

NeRD• Job simulations• Addition of mentoring component, peer mentoring

NeAT trainees

2016-2017 2017-2018 2018-2019

The UCSF Experience



Expectations and Goals

• To provide a hands-on learning experience in Research Development activities of trainee’s choice

Program goals

Expectations for trainees

• Work closely with program manager of chosen focus program

• Participate in meetings with faculty • Participate in office-wide activities• Bi-monthly check-in with training program

manager• Permission from advisor


Eligibility

SizeStructure

Mentorship


• Only one trainee at a time• 10 week commitment• Shadowing and working on live projects• Work with and closely mentored by manager of

chosen focal program and training program manager

• Orientation to enable tailored program

• Grad students or post docs who can demonstrate permission from their advisor

• Rolling entry, periodic announcements • Provide a resume • Interview with training program manager

Curriculum Modes

Simulated projects


Live projects

Shadowing

• Live projects/shadowing tailored to interests

• Compile F&R• Attend PI meetings and provide feedback• Edit a Specific Aims page

• Variety of simulations written by RDO program managers and others

• Trainee completes and reviews with mentor

• Suggested readings by category• Mentor assigns as they see fit and

discusses with trainee

Curriculum Topics

RD Basics

Project Management

Partnering w/Admin Units

Large Grants

Team Science Limited Submissions

Diversity & Inclusion

Intramural Funding

Communication Leading without Authority

Pivot and Mendeley

Evaluation

• Throughout training and related to performance on discrete tasks

Solicit feedback

from trainee

Provide feedback to trainee

• Complete a final written report. Selection of prompts:o Description of general nature of trainingo What aspects of your training will you carry

forward on your resume, etc.?o Did the program meet your expectations?

Challenges Met & Changes Planned• Under formalized structure, starting Nov. 2018, 2 post

docs have completed trainingo Both dual-focused in Large Grants and Team Science

• Feedback that the program met expectations, provided substantive training, & was an appropriate time commitment

• Suggestion to ensure involvement with the entire process of a given project

o Challenge here is in timing

• Recruitment strategy development underway

• Planned augmentation of reading list based on NROAD

The Duke School of Medicine Experience

Joanna Downer, Duke University School of Medicine



Expectations and Goals• Introduce interested individuals to RD• Create a pipeline of staff/contractors

Program goals

Expectations for trainees

• Satisfactorily complete assignments and achieve core competencies

• Engage appropriately with RD staff and others (including follow-up)

• Complete a final activity (feedback survey and de-brief), and

• Identify and achieve their own goals for their experience

Decisions, decisions….• Post-doctoral fellows at Duke

Eligibility

Size,Structure,

Mentorship


• Up to 3 per cycle, starting with 1 cycle/year• Up to 10 h/week, incl. half-day in office, for 4

months• Training program director is primary mentor;

trainees work with other staff, too

• Once/year to start; goal is twice/year

Key partners

• Office of Post-Doctoral Services• Advice, marketing

• School of Medicine Leadership• Direct supervisor, plus School’s financial

leader and Dean

• Office of Regulatory Affairs• Longstanding internship for grad

students and post-docs• Lessons learned, advice, screening,

mentoring

Curriculum Modes

• Writing/editing self-study• Short quizzes will be used for

Self-Study materials to reinforce key points

• Simulated projects to mimic “final throes”

• Other writing/editing and all PM, sponsor, FOA, team science, and review training will be in context of a specific live project

• Training reinforced by discussion & cohort effect

Simulated projects

Live projects

Didactic/ Discussion

Shadowing


Curriculum Topics

Large Grants

Individual GrantsProject

Management

Team Science/ Collaboration

Diversity & Inclusion in Research

Institutional and Career Information

“About RD” will be embedded in the RFA

RD Basics: FOAs, Writing,

Editing, Sponsors, Reviewers,

Communicating

Evaluation

Solicit feedback

from trainee

Track trainee outcome

Provide feedback to

trainee

Next steps

• Issue RFA!• Review and select first set of trainees• Anticipated start date June 15

Discussion!

Samarpita Sengupta (UTSW): [email protected] Downer (Duke SOM): [email protected]

Gretchen Kiser (UCSF): [email protected]



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