1. 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

2. Clue Clue ©

3. Team 7 Person Project Team Consisting of Members from: Grants Contracts Post Award Finance Clinical Research Finance Systems & Reporting

4. Our Objectives Business 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.

5. 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/PilotsRevisionsMarketingLaunch

6. Target Audience Open 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.

7. Feedback Polled 23 people across 17 departments

8. Consultants  HR E-Learning  CTCR/ CCTS  Public Affairs/Communications

9. 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 1 st Session: October o 2 nd Session: April Online Modules o Advanced Topics Website o Internal Training Opportunities o External Training Opportunities o Tips and Tools o go.uth.edu/SPATra ining

10. Obstacles  No budget  No extra resources  Limits on training site location, licenses for software, equipment, etc.

11. 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

12. Training Course DAY 1 Overview of Training Program Krystal Toups, Director, Grants, SPA SPA Overview Jodi S. Ogden, AVP for SPA Finding Funding Opportunities Eric Solberg, AVP, EVPARA Proposal Development Amaris Ogu, CRF Analyst, SPA Kiana Epps, Sr. Grants and Contracts, SBMI Michelle Acas Hyun, Sponsored Projects Specialist, SPA Deanne Hernandez, Director, EVPARA Krystal Toups, Director, Grants, SPA William Mitchell, Supervisor S&R, SPA Tiffany Sagers, Sr. Sponsored Projects Specialist, SPA Anna Henry, Sr. Grants and Contracts, MS Internal Medicine DAY 2 Systems and Reporting William Mitchell, Supervisor S&R, SPA Proposal Submission Dax Swinke, Sponsored Projects Specialist, SPA Progress Reporting Sylvia Magallan, ASO, MS Biochemistry & Molecular Biology RCOI Loretta Davis, Manager, Inst. Compliance Contracts Karen Niemeier, Director, Contracts, SPA Daniel DeLeon, Sr. Sponsored Projects Specialist, SPA John Valenta, Sr. Sponsored Projects Specialist, SPA Clinical Research Finance Heather Cody, Supervisor CRF, SPA Amaris Ogu, CRF Analyst, SPA Trae Rohan, Sr. CRF Analyst, SPA Clinical Trials Budget Christopher Denman, Sr. Adm. Manager, MS IM Marilyn Perry, Program Manager, MS IM DAY 3 Award Receipt Keith Comfort, Institutional Wide Financial Analyst, SPA Award Management Santos Perez, Sr. Institutional Wide Financial Analyst, SPA Financial Reporting Keith Kaptchinskie, Institutional Wide Financial Analyst, SPA Effort Reporting Farrah Adegbite, Specialist S&R, SPA William Mitchell, Supervisor S&R, SPA

13. Online Modules  HR- ELearning helped develop modules & reviewed for  Launch Plan  Developed 21 modules across our areas

14. 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

15. Branding/ Marketing  Worked with Public Affairs  Branding  FYI Monitors  List serves  Newsletters

16. Feedback & Observation  Training Program – Training Course –Online Modules –Online Resources  Maintaining Cost

17. References  SPA Training https://www.uth.edu/sponsored-projects- administration/training/internal.htm  Clue images http://www.hasbro.com/common/documents/dad2885d1c4311ddbd0 b0800200c9a66/2bfaec9e5056900b102c3859e9ac6332.pdf http://www.hasbro.com/common/documents/dad2885d1c4311ddbd0 b0800200c9a66/2bfaec9e5056900b102c3859e9ac6332.pdf Sponsored Projects Administration preaward@uth.tmc.edu (713) 500-3999