succession planning for academic family medicine departments rich lord, carmen strickland, lisa...
TRANSCRIPT
![Page 1: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/1.jpg)
Succession Planning for Academic Family Medicine DepartmentsRich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck
![Page 2: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/2.jpg)
Wake Forest Baptist Medical Center
Objectives
Describe why succession planning is imperative for family medicine leaders
Describe the difference between acting-chair and interim-chair
Describe our transition at Wake Forest
Describe risks and benefits of having a transition period between the chair and interim-chair
![Page 3: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/3.jpg)
Wake Forest Baptist Medical Center
Goal
Stimulate interest in Family Medicine leaders to develop succession plans for their departments
![Page 4: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/4.jpg)
Wake Forest Baptist Medical Center
Succession Planning Importance
Prevents loss of vision Prevents loss of resources (potential
closure of departments) Allows faculty to develop leadership
skills Allows potential leaders to have
input into the transition Tenure of chairs is declining in all
departments
![Page 5: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/5.jpg)
Wake Forest Baptist Medical Center
Acting vs Interim
Acting Chair: Person managing the department in the
absence of the chair when the chair is expected to return
Interim-Chair: Person in managing the department
when former chair has left and a new chair will be named
![Page 6: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/6.jpg)
Wake Forest Baptist Medical Center
Wake Transition
Occurred over a several month period
Discussions with chair and myself Discussion with Dean and COO Negotiated length of interim-period Performed a SWOT analysis of the
department and a 2 year plan of action
Announced transition June that transition would occur in October
![Page 7: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/7.jpg)
Wake Forest Baptist Medical Center
Risks and Benefits of Transition Period
Benefits: Gain understanding of department
operations and institutional operations Risks:
Unclear decision making process Department members wanting quicker
turnover Institutional “lame duck”
![Page 8: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/8.jpg)
Wake Forest Baptist Medical Center
Literature
Quillen et al. Interim Department Chairs in Academic Medicine. Am J Medicine Oct. 2009 Vol 122(10); 963-68
Rayburn et al First-Time Department Chairs at US Medical Schools: A 29-Year Perspective on Recruitment and Retention; Acad Med 2009 84; 1336-41
Buckley PF, Rayburn WF. Turnover of first-time Chairs in departments of psychiatry. Acad Psychiatry. 2011 Mar-Apr;35(2):126-8.
Grigsby RK, Aber RC, Quillen DA. Commentary: Interim leadership of academic departments at U.S. medical schools. Acad Med. 2009 Oct;84(10):1328-9
Thorndyke L, Grigsby RK. The need for succession planning. Acad Phys Sci. April 2005:2–3.
![Page 9: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/9.jpg)
Family and Community MedicineInterim-Chair: What does it mean for us?
![Page 10: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/10.jpg)
Wake Forest Baptist Medical Center
Objectives
• Describe what has been negotiated
• Describe the impact on the functioning of the department
• Describe the immediate challenges to us
• Answer questions
![Page 11: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/11.jpg)
Wake Forest Baptist Medical Center
Interim-chair
• I have full decision making power as chair
• The current plan is for no search for chair and none has been instituted
• 6 month period after which I will be evaluated by you and a committee of other chairs in the institution
• Should know at that point about long-term plan
![Page 12: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/12.jpg)
Wake Forest Baptist Medical Center
Impact on Function
• The department will become
• Nirvana
• Utopia
• Shangri-la
• If you believe that lets talk after the meeting you may need admission
![Page 13: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/13.jpg)
Wake Forest Baptist Medical Center
Impact on Function
• We still have to excel in
• Clinical Care
• Education Residents and Students
• Research
• All the while keeping space for folks to build careers and lives that are fulfilling
![Page 14: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/14.jpg)
Wake Forest Baptist Medical Center
Impact on Function
• Hopefully will have a positive impact on departmental functioning
• I have requested more information about departmental finances to allow us to make more informed decisions
• We are currently seen as the experts on PCMH and practice transformation
![Page 15: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/15.jpg)
Wake Forest Baptist Medical Center
Impact on Functioning
• I am planning on moving forward as if I will be chair for a long time
• Our challenge will be to move forward together during this interim period to improve the department and our satisfaction with our careers
![Page 16: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/16.jpg)
Wake Forest Baptist Medical Center
Immediate Challenges
• Clinic
• Clinic
• Clinic
• Faculty Recruitment
![Page 17: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/17.jpg)
Wake Forest Baptist Medical Center
Clinic
• Develop our organizational structure for operating the clinic
• Meetings already underway with this
• Day to day operations improvements
• PCMH application
• Physician Group Reporting
• Teams of Care
![Page 18: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/18.jpg)
Wake Forest Baptist Medical Center
Clinic
• Time to decompress as a department
• Payer mix shift
• Access
• Multitude of other things
![Page 19: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/19.jpg)
Wake Forest Baptist Medical Center
Why the focus on the clinic?
• Our curriculum for the residents is the clinic
• Our livelihood is the clinic
• Our ability to attract stellar residents and faculty depends on our clinic
• The first few months I will be working heavily on putting into place the building blocks for improving how we function upstairs
![Page 20: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/20.jpg)
Wake Forest Baptist Medical Center
Faculty Recruitment
• Mike is retiring December 31st
• We are also down Chip, Kim Case, One maternity care faculty spot
• We will need to assess in the department how we optimally recruit faculty to our department.
• How we can “grow” our own faculty as well.
![Page 21: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/21.jpg)
Wake Forest Baptist Medical Center
Moving Forward
• Each month we will develop action items that need to be completed
• We will rank them in importance determine who is responsible for completion and reporting back to the group
• I have created a SWOT analysis of the department that was shared with Dr. Sibert and Abraham prior to accepting Interim Chair
![Page 22: Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck](https://reader035.vdocument.in/reader035/viewer/2022062717/56649e615503460f94b5bc6f/html5/thumbnails/22.jpg)
Wake Forest Baptist Medical Center
Moving Forward
• I will be meeting with each of you to determine your view of where you see your career going and what you need from me as chair
• I am looking for honest feedback on how my leadership is improving or harming the department and will set up a system to make that happen