1. 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

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

3. 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

4. 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

5. 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.

6. 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

7. 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

8. 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.

9. Sample Initial Development Plan

10. Sample Initial Development Plan (contd.)

11. 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

12. 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

13. Sample 2nd Quarter Update
11/12/2018

14. 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

15. how do you track resident progress between quarterly reviews?

16. 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

17. 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

18. Resident Review Template

19. 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

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

21. 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.

22. QUESTIONS?

23. 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