Navigating the Resident Quarterly Development Plan 2017 Eastern States Residency Conference: Preceptor Development Pearl May 2, 2017 Margaret Curtin, Pharm.D., Ph.D., BCPS Residency Program Coordinator

Disclosures I have no relevant financial relationships or commercial interests to disclose for this presentation.

Objectives Describe the purpose of a resident development plan and how often it should be reviewed per ASHP accreditation standards List two examples of modifications that can be made to a resident development plan

Resident Development Plan What is it? Tool to monitor and track resident progress What is it used for? Customize the design and conduct of a residency program to meet specific learning needs and interests How often is it reviewed? Throughout the residency year Adjustments documented as updates

Why is it important? Required by ASHP Accreditation standards: 3.4.d. Residents’ Development Plans 3.4.d.(1) Each resident must have a resident development plan (RDP) documented by the RPD or designee. 3.4.d.(2) On a quarterly basis, the RPD or designee must assess residents’ progress and determine if the development plan needs to be adjusted. *critical factor* 3.4.d.(3) The development plan and any adjustments must be documented and shared with all preceptors. Guidance document for the ASHP accreditation standard for postgraduate year one (PGY1) pharmacy residency programs. August 2015.

Initial Development Plan The RDP Timeline Initial Development Plan 1st Quarter Update 2nd Quarter Update 3rd Quarter Update Initial assessment is done before or during beginning of residency; completed in orientation OPPORTUNITY FOR SELF-EVAL Initial Development Plan Begins with an initial assessment Before or at the beginning of residency year Resident reviews the design and conduct of program Initial assessment submitted as a self-reflection Final plan is shared with preceptors

Initial Assessment Short-term goals (optional) Long-term goals (optional) Incoming strengths Incoming areas for improvement Incoming learning interests related to required or elective learning opportunities (optional) Strengths and areas for improvement- include personal and professional -Professional= in terms of knowledge, skills, abilities related to the educational goals and objectives -Personal= related to being a professional

Updating the Initial Development Plan Examples of adjustments: Modification of schedule Preliminary determination of elective learning experiences Addition of goals and objectives to required or elective learning experiences Change in preceptors’ use of modeling, coaching and facilitation. Components of the customized plan that may be modified to meet resident's needs include: structure/repetitions (required and elective learning experiences and/or their lengths or sequencing) educational goals and objectives (additions or deletions) activities (assignments and projects) the preceptor role used to teach the resident (modeling, coaching and facilitation) the assessment strategy.

Sample Initial Development Plan

Sample Initial Development Plan (contd.)

Active Learning Activity #1 How often should a resident development plan be reviewed and updated? At the beginning and end of residency Only if changes to initial plan are made At least every 3 months At least every 6 months

Quarterly Review Reviewed and documented at least quarterly 1st, 2nd and 3rd quarter updates to initial development plan Adjustments to each quarterly plan are based on review of resident performance relative to previous quarter’s plan Input collected from preceptors and resident Identification of new strengths and areas for improvement Assessment of short- or long-term career goals and interests If there is no need for changes in the development plan, this is documented A system is used to track adjustments to and the effectiveness of adjustments documented in development plans

Sample 2nd Quarter Update 11/12/2018

Critical factor: Quarterly review Resident progress must be assessed on a quarterly basis to determine if the development plan needs to be adjusted Required elements: Initial assessment and plan Quarterly assessment (and changes) made to initial development plan Determination of whether adjustments are appropriate Dates and signatures on plans

how do you track resident progress between quarterly reviews?

The Preceptor Challenge Sources of Information Summative evaluations Patient care activities Presentation evaluations Preceptor feedback Residency Advisory Committee (RAC) Resident self-reflection Student feedback Presentation evaluations- case presentations, JC, in-services, topic discussions, teaching

Pros Cons Proposed solution Continuous tracking of resident progress and feedback on performance Pros Cons Single-document summary, organized by quarter Longitudinal review of progress simplified Specific areas for improvement can be addressed dynamically as they arise (adjustments to plan) Additional document to update May be challenging to scale to larger programs Only focuses on strengths/areas for improvement 11/12/2018

Resident Review Template

Sample Resident Review Assisted NICU staff with calculations during rounds Managed time well during busy staffing shift Detailed minutes at meetings (enjoying administrative duties) Independently designed research protocol 1. Scheduled clinic note reviews Insufficient detail in AC clinic notes 1. Project management grid 2. Stress management Project outline submitted late 10/20/17

Active Learning Activity #2 What are some examples of adjustments to plans made in your program?

Summary Resident plans are customized at the beginning of the residency year based on goals and interests. Quarterly assessment of resident progress is a critical factor per ASHP accreditation standards. The proposed resident review template compiles information on a continuous basis to facilitate documentation of adjustments needed in the program.

QUESTIONS?

Scoring Big with the Resident Quarterly Development Plan 2017 Eastern States Residency Conference: Preceptor Development Pearl Margaret Curtin, Pharm.D., Ph.D., BCPS Residency Program Coordinator