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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
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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
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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!
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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
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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?
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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
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern
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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)
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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
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Decisions, decisions….
Program goals Expectations for trainees Eligibility
Size,Structure,
Mentorship
Application and entry frequency
Curriculum modes
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Curriculum Modes
Simulated projects
Live projects
Didactic/ Discussion
Shadowing
Self-Study resources
Q: Where will the information/material come from?
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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
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Evaluation
Solicit feedback
from trainee
Track trainee outcome
Provide feedback to
trainee
Pre-post test
Survey individuals the trainee
worked with
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Accessing NROAD to RD
Expect after #NORDP2019
Blog postCommunication from NORDP Communications WG and
Training WGIn the meantime, email all questions to [email protected]
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NeAT: The UTSW Experience
Samarpita Sengupta, UT Southwestern Medical Center
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern
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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?
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Decisions, decisions….
Eligibility
SizeStructure
Mentorship
Application and entry frequency
• 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
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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
Self-Study resources
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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
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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
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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)
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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
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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
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NeAT trainees
2016-2017 2017-2018 2018-2019
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The UCSF Experience
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern
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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
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Decisions, decisions….
Eligibility
SizeStructure
Mentorship
Application and entry frequency
• 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
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Curriculum Modes
Simulated projects
Self-Study resources
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
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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
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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?
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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
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The Duke School of Medicine Experience
Joanna Downer, Duke University School of Medicine
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern
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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
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Decisions, decisions….• Post-doctoral fellows at Duke
Eligibility
Size,Structure,
Mentorship
Application and entry frequency
• 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
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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
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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
Self-Study resources
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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
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Evaluation
Solicit feedback
from trainee
Track trainee outcome
Provide feedback to
trainee
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Next steps
• Issue RFA!• Review and select first set of trainees• Anticipated start date June 15
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Discussion!
Samarpita Sengupta (UTSW): [email protected] Downer (Duke SOM): [email protected]
Gretchen Kiser (UCSF): [email protected]
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern