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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
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
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern
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 samar.sg@gmail.com
NeAT: The UTSW Experience
Samarpita Sengupta, UT Southwestern Medical Center
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern
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?
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
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
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
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern
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
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
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
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
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern
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
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
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
Self-Study resources
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): samar.sg@gmail.comJoanna Downer (Duke SOM): joanna.downer@duke.edu
Gretchen Kiser (UCSF): Gretchen.Kiser@ucsf.edu
#NORDP2019 Providence, RI April 29 – May 1, 2019
#NROAD #RDTraining #RDIntern
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