OSU COM Center for FAME Faculty Workshop 11.15.13 William E. Smoyer MD/John D. Mahan MD

1. Faculty School: How to Thrive in Academic MedicineThe Professional Mission Statement: Defining Your Career Goals OSU COM Center for FAME Faculty Workshop 11.15.13 William E. Smoyer MD/John D. Mahan MD

2. Chinese Proverb If we don’t change our direction, we are likely to end up where we are headed!

3. Goals • Define and accomplish your professional success • Improve your likelihood for academic promotion • Enhance your individual satisfaction

4. Objectives (at the end of this presentation, the learner will be able to:) • Describe successful professional development strategies • Develop a basic PMS and plan • Utilize the 4/20 Habits for Academic Success • Identify your professional needs, academic resources, value of collaboration, and reasons for use of your faculty portfolio • Clarify your current activities in relation to your PMS (Current Project Sheet)

5. Professional Development:A 5 Part Strategy Develop written plan (PMS): Review with mentor Identify and Utilize Resources: Colleagues, networks, training Achieve + Document Regularly, Comprehensively Dossier/Portfolio Outline a Realistic Vision: Personal priorities, opportunities Ensure recognition: Supervisor, publications, presentations, P&T, marketing

6. Professional Development:A 5 Part Strategy Outline a Realistic Vision: Personal priorities, opportunities

7. The Vision: Key to Defining Your Professional Mission Statement(PMS) • Identify personal goals and interests • What do you value? • What does the organization value? • Share with mentor and colleagues • Revisit often ? Post in office • Define desired rewards • Set priorities! • Ensure productivity – minimize surprises • Identify requirements for the next step

8. Case of Richard • MD now finishing 3rd yr as an Assistant Professor in the Tenure track • Graduated from a top tier fellowship program with excellent research training and intense desire to continue research career • On service only 2 months a year - great reviews as teacher and clinician • Took longer than expected to get research enterprise (people, resources, local collaborators) up and going – has only one local collaborator • Division Director expects him to focus on his research and publish, submit a large national grant each year and present at national meetings • His productivity has been less than desired but he feels that he is getting momentum now – he spends 8-12 hrs each weekend on his research • The Division Director calls him in and explains that he may not qualify for additional internal support due to lack of publications and grant proposals • He needs to submit a NIH grant in the next 6 months – if he does not get a competitive score, his research career will be in jeopardy! • Should he continue to work this hard on his research? What is wrong here? What should he do now? What could have been done earlier?

9. Professional Development:A 5 Part Strategy Identify and Utilize Resources: Colleagues, networks, training Outline a Realistic Vision: Personal priorities, opportunities

10. Identify and Utilize Resources: • Colleagues • Networks • Organizations • Education • Training

11. Academic Career Success:The Toolkit Handout #4 Characteristics of Successful Academic Faculty – 4/20 Habits Handout #1 Define Your Present Academic Career Stage Handout # 3 Define Your Current Project List Handout #2 Your Professional Mission Statement Handout # 5 Define Your Priority Projects Plan: Help define your future priorities

12. Professional Development:A 5 Part Strategy and Toolkit Handout # 3 Define Your Current Project List Handout #2 Your Professional Mission Statement Develop written plan (PMS): Review with mentor Handout #4 Characteristics of Successful Academic Faculty – 4/20 Habits Identify and Utilize resources: Colleagues, networks, training Achieve + Document Regularly, Comprehensively Dossier/Portfolio Handout #1 Define Your Present Academic Career Stage Handout # 5 Define Your Priority Projects Plan: Help define your future priorities Outline a Realistic Vision: Personal priorities, opportunities Ensure recognition: Supervisor, publications, presentations, P&T, marketing

13. Defining Your Professional Mission Statement

14. Professional Mission Statement Draft (Handout #2) • Individual work • Individual revision • Small group share/critique • Final draft

16. PMS: undesirable examples • PMS: To be the best cardiologist I can be • PMS: to be the best faculty teacher of medical students • PMS: to be outstanding in research, clinical care and education

17. PMS: desirable examples • PMS: To become an expert in incorporating patient/parent education in improving care of children with sickle cell disease • PMS: To be a leader in the field of developing new anti-cancer compounds for testing in patients with leukemia • PMS: To be a leader in developing evidence based education in cardiology training

18. Current Projects List (Handout #3)Self-Assessment • Individual work • Compare to PMS • Discussion

19. Characteristics of Successful Academic Faculty4/20 Habits (Handout #4) • Complete Work Sheet • Complete on Your Own • Review Each Year • Outline and Execute Plan to Improve Each Year

21. Academic Assets (Professional Account) • Your asset check list • Used by highly effective faculty 4/20 (20 habits in 4 areas of activity of successful academic faculty): • Colleagues • Environment • Personal style/self management • Citizenship

22. Colleagues • Associate and collaborate with distinguished colleagues • Network: seniors, peers, admin. and staff • Collaborate: writing, teaching, research and administration • Regular contact inside and outside institution • Borrow and offer resources

23. Environment • Local peers academically productive • Supportive work climate / resources • >10% protected time for academics • Institution supports pursuit of topics you deeply value • Chair appreciates and values your work

24. Successful Style • Be productive in first 5 years • Work in small bursts • Attack several projects simultaneously • Pursue topics of personal interest, consistent with your values and mission • Work with some degree of perceived autonomy • Take risks

25. Citizenship • National - Regularly attend national meetings • Regional - Active in regional and national programs • Local - Active on medical school / hospital committees, working groups curriculum committees • Network with other good citizens to drive your agenda (or their agenda)

26. Priority Projects Plan (Handout #5) • Create Your Own Priority Projects Plan

27. Professional Development:A 5 Part Strategy and Toolkit Handout # 3 Define Your Current Project List Handout #2 Your Professional Mission Statement Develop written plan (PMS): Review with mentor Handout #4 Characteristics of Successful Academic Faculty – 4/20 Habits Identify and Utilize resources: Colleagues, networks, training Achieve + Document Regularly, Comprehensively Dossier/Portfolio Handout #1 Define Your Present Academic Career Stage Handout # 5 Define Your Priority Projects Plan: Help define your future priorities Outline a Realistic Vision: Personal priorities, opportunities Ensure recognition: Supervisor, publications, presentations, P&T, marketing

28. Academic Portfolio - Document Your Accomplishments • Statement of philosophy on teaching • Teaching/Learner evaluations • Representative syllabi/course materials • Every new committee, work group, assignment • Every journal you review • Every publication, abstract, invited presentation • Every grant

29. Academic Portfolio - In total - the Portfolio is Your Career!

31. Homework • Develop and refine your PMS • Develop your PMS with input from your Mentor/Supervisor • Re-visit your PMS with your Mentor/Supervisor at least yearly • Re-visit your PMS (quarterly?) as a junior faculty; at least every 6 months as senior faculty • Share concerns with your supervisor • Revisit your 4/20 Habits at least yearly • Intentionally increase your assets • Share with your mentor/Supervisor • Create/use your Priority Projects List • Guidepost/Map • Live your plan

32. Thanks • Deborah Simpson, Ph.D. Professor, Family and Community Medicine, Associate Dean for Educational Support and Evaluation Medical College of Wisconsin • Lewis R. First, M.D. Professor and Chair, Pediatrics, University of Vermont School of Medicine • Ed Zalneraitis, MD. Pediatric Program Director, Professor and Associate Dean, University of Connecticut

33. “Plans are only good intentions unless they immediately degenerate into hard work.”Peter Drucker “Plans are nothing; planning is everything.” Dwight Eisenhower

34. References • Simpson DE, Fincher RM. Making a case for the teaching scholar. Acad Med. 1999 Dec;74(12):1296-9. • Umiker W. Developing a mission statement for self and family. Health Care Superv. 1998 Dec;17(2):39-44. • McCurdy FA. Marcdante K. Setting a personal career direction. J Cardiovasc Manag. 2003 Mar-Apr;14(2):18-21. • Rojas-Guyler L, Murnan J, Cottrell RR. Networking for career-long success: a powerful strategy for health education professionals. Health Promot Pract. 2007 Jul;8(3):229-33.

35. Overview • Background • Case of Richard • Academic Career Planning – 5 Key Steps • PMS Draft (#2) • Break • Current Projects List (#3) • Self-Assessment • Characteristics of Successful Academic Faculty – 4/20 Habits • Define Your Habits (#4) • Priority Projects Plan (#5) • Portfolio discussion • Wrap-up