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Taking a Clue: Solving the Case of Developing a Training Program for Sponsored
Programs Administration
Krystal Toups, CRA, Director, Grants
Amaris Ogu, MBA, Clinical Research Financial Analyst
Tiffany Sagers, Sr. Sponsored Projects Specialist
John Valenta, MS, Sr. Sponsored Projects Specialist
Clue©
Team7 Person Project Team Consisting of Members from:
• Grants• Contracts• Post Award Finance• Clinical Research Finance• Systems & Reporting
Our ObjectivesBusiness Objective:
To develop, coordinate, and administer quality sponsored projects administration training opportunities for research administrators at UTHealth.
Learning Objective: Cover basic to advanced level topics on UTHealth Sponsored Projects Administration policies, procedures, award lifecycle, regulatory compliance, and also provides resources and contacts for future use.
Project Time Line
• 1 Year Project Total• Brainstorming/Analysis: 2-3 months• Design/ Development: 5-6 months• Testing/Pilots: 2 months• Revisions: 1 month• Marketing: 2 months
• Follow-Up/Evaluation Phase will begin after the Launch• Marketing will take place 2 months before each training course
Brainstorming/Analysis
Design/Development
Testing/Pilots Revisions Marketing Launch
Target AudienceOpen to all sponsored project administrators and/or facilitators of sponsored project which includes:
- Research Administrators- Clinical Research Coordinators- PI/PD- Fellows, Post Docs- Research Nurse- Etc.
FeedbackPolled 23 people across 17
departments
Face
to Face
FAQ
Guide/Check
listIndex
Newsle
tter
No Form
at Req
uested
One on O
ne Sess
ions
Online C
ourse
Printab
le Man
ual
Small
Group Se
ssions
Table
of Conten
ts
Web
site R
evisio
n0
1
2
3
4
5
6
7
8
9
Consultants HR E-Learning CTCR/ CCTS Public Affairs/Communications
Training Program Structure
SPA Training Course
o 3 day training course
o Basic to intermediate topics
o SPA and guest presenters
o Hands on experience
o 1st Session: October
o 2nd Session: April
Online Modules
o Advanced Topics
Websiteo Internal
Training Opportunities
o External Training Opportunities
o Tips and Toolso go.uth.edu/
SPATraining
ObstaclesNo budgetNo extra resources Limits on training site location, licenses for software, equipment, etc.
SPA Training Course Held 3 Pilots (2 with non-SPA
members & 1 with SPA members) 3 Day Course
• Class size: 24 • Cost: $150 for all 3 days• Must register for all 3 days• Breakfast and Lunch Provided each day• Located in TMC Library• Provide reference materials, workbook, and bag
of goodies to each participant• Utilized Secure Share for presentations• Considered using Blackboard• Solicit Speakers in Mid June
Training Course
DAY 1
Overview of Training ProgramKrystal Toups, Director, Grants, SPA
SPA Overview Jodi S. Ogden, AVP for SPA
Finding Funding Opportunities
Eric Solberg, AVP, EVPARA
Proposal DevelopmentAmaris Ogu, CRF Analyst, SPA
Kiana Epps, Sr. Grants and Contracts, SBMIMichelle Acas Hyun, Sponsored Projects Specialist, SPA
Deanne Hernandez, Director, EVPARAKrystal Toups, Director, Grants, SPA
William Mitchell, Supervisor S&R, SPATiffany Sagers, Sr. Sponsored Projects Specialist, SPAAnna Henry, Sr. Grants and Contracts, MS Internal
Medicine
DAY 2
Systems and ReportingWilliam Mitchell, Supervisor S&R, SPA
Proposal SubmissionDax Swinke, Sponsored Projects
Specialist, SPA
Progress ReportingSylvia Magallan, ASO, MS Biochemistry
& Molecular Biology
RCOILoretta Davis, Manager, Inst. Compliance
ContractsKaren Niemeier, Director, Contracts, SPA
Daniel DeLeon, Sr. Sponsored Projects Specialist, SPAJohn Valenta, Sr. Sponsored Projects Specialist, SPA
Clinical Research FinanceHeather Cody, Supervisor CRF, SPA
Amaris Ogu, CRF Analyst, SPATrae Rohan, Sr. CRF Analyst, SPA
Clinical Trials BudgetChristopher Denman, Sr. Adm. Manager, MS IM
Marilyn Perry, Program Manager, MS IM
DAY 3
Award Receipt
Keith Comfort, Institutional Wide Financial Analyst, SPA
Award ManagementSantos Perez, Sr. Institutional Wide Financial Analyst, SPA
Financial ReportingKeith Kaptchinskie , Institutional Wide Financial Analyst,
SPA
Effort ReportingFarrah Adegbite, Specialist S&R, SPA
William Mitchell, Supervisor S&R, SPA
Online Modules HR- ELearning helped develop
modules & reviewed for Launch Plan Developed 21 modules across our
areas
Online Resources/ Website
Index/Table of Contents Checklist (9 total) Website:
• Training Homepage: provides intro to SPA Training Program
• Internal Training Opportunities: List of relevant training opportunities within the institution
• External Training Opportunities: List of relevant training opportunities outside the institution
• Tip & Tools: place to house forms and resources associated with the SPA training program
Branding/ Marketing Worked with Public Affairs Branding FYI Monitors List serves Newsletters
Feedback & Observation
Training Program– Training Course– Online Modules– Online Resources
Maintaining Cost
References SPA Training
https://www.uth.edu/sponsored-projects-administration/training/internal.htm
Clue images http://www.hasbro.com/common/documents/dad2885d1c4311ddbd0b0800200c9a66/2bfaec9e5056900b102c3859e9ac6332.pdf
Sponsored Projects [email protected]
(713) 500-3999
