1. Succession Planning for Academic Family Medicine Departments Rich Lord, Carmen Strickland, Lisa Cassidy-Vu, Shahla Namak, Keli Beck

2. Wake Forest Baptist Medical Center  Describe why succession planning is imperative for family medicine leaders  Describe the difference between acting-chair and interim-chair  Describe our transition at Wake Forest  Describe risks and benefits of having a transition period between the chair and interim-chair

3. Wake Forest Baptist Medical Center  Stimulate interest in Family Medicine leaders to develop succession plans for their departments

4. Wake Forest Baptist Medical Center  Prevents loss of vision  Prevents loss of resources (potential closure of departments)  Allows faculty to develop leadership skills  Allows potential leaders to have input into the transition  Tenure of chairs is declining in all departments

5. Wake Forest Baptist Medical Center  Acting Chair:  Person managing the department in the absence of the chair when the chair is expected to return  Interim-Chair:  Person in managing the department when former chair has left and a new chair will be named

6. Wake Forest Baptist Medical Center  Occurred over a several month period  Discussions with chair and myself  Discussion with Dean and COO  Negotiated length of interim-period  Performed a SWOT analysis of the department and a 2 year plan of action  Announced transition June that transition would occur in October

7. Wake Forest Baptist Medical Center  Benefits:  Gain understanding of department operations and institutional operations  Risks:  Unclear decision making process  Department members wanting quicker turnover  Institutional “lame duck”

8. Wake Forest Baptist Medical Center  Quillen et al. Interim Department Chairs in Academic Medicine. Am J Medicine Oct. 2009 Vol 122(10); 963-68  Rayburn et al First-Time Department Chairs at US Medical Schools: A 29-Year Perspective on Recruitment and Retention; Acad Med 2009 84; 1336-41  Buckley PF, Rayburn WF. Turnover of first-time Chairs in departments of psychiatry. Acad Psychiatry. 2011 Mar- Apr;35(2):126-8.  Grigsby RK, Aber RC, Quillen DA. Commentary: Interim leadership of academic departments at U.S. medical schools. Acad Med. 2009 Oct;84(10):1328-9  Thorndyke L, Grigsby RK. The need for succession planning. Acad Phys Sci. April 2005:2–3.

9. Family and Community Medicine Interim-Chair: What does it mean for us?

10. Wake Forest Baptist Medical Center Objectives Describe what has been negotiated Describe the impact on the functioning of the department Describe the immediate challenges to us Answer questions

11. Wake Forest Baptist Medical Center Interim-chair I have full decision making power as chair The current plan is for no search for chair and none has been instituted 6 month period after which I will be evaluated by you and a committee of other chairs in the institution Should know at that point about long-term plan

12. Wake Forest Baptist Medical Center Impact on Function The department will become Nirvana Utopia Shangri-la If you believe that lets talk after the meeting you may need admission

13. Wake Forest Baptist Medical Center Impact on Function We still have to excel in Clinical Care Education Residents and Students Research All the while keeping space for folks to build careers and lives that are fulfilling

14. Wake Forest Baptist Medical Center Impact on Function Hopefully will have a positive impact on departmental functioning I have requested more information about departmental finances to allow us to make more informed decisions We are currently seen as the experts on PCMH and practice transformation

15. Wake Forest Baptist Medical Center Impact on Functioning I am planning on moving forward as if I will be chair for a long time Our challenge will be to move forward together during this interim period to improve the department and our satisfaction with our careers

16. Wake Forest Baptist Medical Center Immediate Challenges Clinic Faculty Recruitment

17. Wake Forest Baptist Medical Center Clinic Develop our organizational structure for operating the clinic Meetings already underway with this Day to day operations improvements PCMH application Physician Group Reporting Teams of Care

18. Wake Forest Baptist Medical Center Clinic Time to decompress as a department Payer mix shift Access Multitude of other things

19. Wake Forest Baptist Medical Center Why the focus on the clinic? Our curriculum for the residents is the clinic Our livelihood is the clinic Our ability to attract stellar residents and faculty depends on our clinic The first few months I will be working heavily on putting into place the building blocks for improving how we function upstairs

20. Wake Forest Baptist Medical Center Faculty Recruitment Mike is retiring December 31 st We are also down Chip, Kim Case, One maternity care faculty spot We will need to assess in the department how we optimally recruit faculty to our department. How we can “grow” our own faculty as well.

21. Wake Forest Baptist Medical Center Moving Forward Each month we will develop action items that need to be completed We will rank them in importance determine who is responsible for completion and reporting back to the group I have created a SWOT analysis of the department that was shared with Dr. Sibert and Abraham prior to accepting Interim Chair

22. Wake Forest Baptist Medical Center Moving Forward I will be meeting with each of you to determine your view of where you see your career going and what you need from me as chair I am looking for honest feedback on how my leadership is improving or harming the department and will set up a system to make that happen