Preparing for Your Annual Merit Review (AAUP/AFT Selective Salary Program)

(For Clinician-Educator Faculty)

Wayne State University School of Medicine

Omar Khan, M.D. (okhan@med.wayne.edu)

Stephen A. Lerner, M.D. (slerner@med.wayne.edu)

Topics

• Annual Merit Review

– Curriculum Vitae

– Faculty Activity Summary

– Teaching Grid

• Optimizing your annual meeting with your Chair/Division Chief

• Preparing for your academic career and promotion

The Annual Merit Review (AAUP/AFT Selective Salary Review)

• Mandated by the WSU-AAUP/AFT Contract

• Provides an opportunity to take stock of academic accomplishments and to develop plans for the future

• Provides possibility for Merit increases in salary for Scholarship, Teaching, and Service, in addition to the Across-the-Board increase

Elements of the Annual Merit Review Packet

• Annual Activity Summary (Faculty Activity Summary): List Scholarship and Service for the preceding calendar year

• Teaching Grid: Tabulate teaching for the preceding calendar year (Plus Teaching Grids for the two years before that)

• CV (WSU format)

• Report from the Chair/Division Chief

• Recommendations from the departmental Salary Committee (scores for Scholarship, Teaching, and Service; nominations for Teaching Excellence and Research Excellence Awards )

Salary Distribution of Merit Review Awards

• Scholarship - 3/7 of merit pool

• Teaching - 3/7 of merit pool

• Service - 1/7 of merit pool

• Scoring system: • 1 - 4 in increments of 0.5, with 1 being highest and 4 lowest

• The review by the SOM Executive Committee includes the departmental scores, but the Executive Committee scores are final

What is your CV?

•Concrete representation of YOU and your Academic Career – Education and training

– Your career, past and present

Preparing an Effective CV

CV Format (http://facaffairs.med.wayne.edu/):

See under Promotion and Tenure

• SCHOOL OF MEDICINE CV FORMAT Revised December, 2008

• Date of Preparation: __________________________ Signature

• NAME • Office Address: Home Address: (Optional) • Office Telephone: Home Telephone: (Optional)

• Office Fax Number: (Optional)

• E-mail Address:

• For each category in the CV, list items in chronological order. Please indicate dates in entries when applicable. Eliminate any heading for which there is no entry.

CV Format

• EDUCATION List name of institution, location, and date of degree

• List internships, residencies, fellowships, etc.

• FACULTY APPOINTMENTS

• HOSPITAL OR OTHER PROFESSIONAL APPOINTMENTS Limit to key appointments.

Wayne Samuel Underdog, M.D.

Assistant Professor

Office address: Dept of ___________

Office, phone, FAX, e-mail

Education

1984-1988 A.B., magna cum laude, Hungry College, Hamsville,

Texas

1988-1992 M.D., Full of Hope School of Medicine, Heartland, Ohio

Training

1992-1995 Residency in ___________ University of Connecticut Health Center, Farmington, CT ??? 1997-1998 Fellowship, Infectious Basis of Humor Massachusetts General Hospital, Boston, MA Gaps in time need to be explained

An example:

Faculty Appointments

1998-2000 Assistant Professor of Pediatrics, Division of Infectious Diseases

Northwestern University School of Medicine, Chicago

2000-2008 Assistant Professor (Clinician-Educator) of Pediatrics

Division of Infectious Diseases

Wayne State Univ. School of Medicine, Detroit, Michigan

2008- Present Associate Professor (Clinician-Educator)

Division of Infectious Diseases

Wayne State University SOM, Detroit, Michigan

2004- Present Director, IDF (???), Department of Pediatrics, Wayne State

University SOM

No acronyms! Explain. Director of Infectious Diseases Fellowship

CV Format

• MAJOR PROFESSIONAL SOCIETIES

• MEDICAL LICENSURE

• BOARD CERTIFICATION

– Include certification number and date of expiration.

• HONORS/AWARDS

• Annotate/explain any entry that is not obvious or clear – in this section and in all others in the CV

Major Professional Societies

American Society for Microbiology (1998-),

National Secretary 2009-2010

International Infectious Disease Society (2003-)

Honors

WSU SOM Teaching Excellence Award: 2005, 2008

Hershel H. Homer Award, 2006 (What is this?)

Betty Crocker, Best Apple Pie Recipe 2008 * (???)

Master Gardener, Michigan Extension Service 2006 *(???)

* Leave out honors irrelevant to your career no matter how happy

they make you! Community and other honors for your

professional successes are fine!

CV Format: Service (Indicate the activity and your role)

• Department/Division

• UPG or other physician practice plan

• Affiliated Medical Institutions

• School of Medicine

• University

• Medical/Professional/Scientific Societies

• Government

• Community (presentations to lay audiences, educational outreach, media presentations)

• Other

CV Format: Scholarly Service (requested because of scholarly expertise/reputation)

• Manuscript reviews

• Editorial board

• Abstract review for meetings

• Organization of scientific session at meeting

• Grant review committees (study sections)

• Diagnostic/Treatment guidelines

• FDA expert panels

• Data and safety monitoring boards

• Other

Patient Care -

Professional consultation - none

Journal/Editorial activity

Reviewer Journal of Biochemical Aspects of Humor ???

Reviewer Infection and Humor ???

Editorships/Editorial Boards - none

National and international boards/committees

2008 Humor and Humility Study Section, NIH, NIAID

Memberships/offices in public/professional agencies – none

State and local boards and committees

2000-present Michigan Society for Mental Health, Treasurer, 2004-2005

WSU Committees

DMC Committees

Committees at Other Universities - none

Example: Dr. Wayne Samuel Underdog’s CV (cont’d)

What to Include or NOT and How

• Do NOT highlight your deficiencies by having lots of ‘None’ categories. Delete headings where you have nothing (yet); add them as they become relevant

• Be comprehensive. You know your activity best! If you do not write it down, evaluators will not know! For Grant review committees, indicate if invited but unable to serve as it documents regional or national scholarly reputation

• Annotate items –Unique items whose significance not generally known

–Highly specialized foci

–Indicate time commitments

Journal/Editorial activity Reviewer Journal of Biochemical Aspects of Humor, reviewed 8 papers Reviewer Infection and Humor reviewed 4 papers

National and international boards/committees

2008 Humor and Humility Study Section, NIH, NIAID, Regular member 2009 Wellcome Trust, United Kingdom, ad hoc reviewer (3 grants)

State and local boards and committees 2008-present Michigan Society for Mental Health, Treasurer, 2004-2005

Dr. Wayne Samuel Underdog’s CV (cont’d.)

Wayne State University Service

Department

2004 - 2006 Promotion and Tenure, Dept. of Pediatrics

2006-present Salary Committee, Dept. of Pediatrics

School of Medicine

2008- Admissions Committee

University

2006-2008 Academic Senate

2008-present Human Investigation Committee

Community Service

2009 Television interview on H1N1 influenza

Dr. Wayne Samuel Underdog’s CV (cont’d.)

CV Format (cont’d):

TEACHING

This section is IMPORTANT (especially what is carried out at WSU)!

CV: Teaching

• Years at other colleges/universities (dates; please list institutions)

• Years at Wayne State University (dates)

• Teaching at Wayne State University

• Under the categories below, list course number/title or type of teaching activity and your role. Indicate year(s) when taught.

• Undergraduate students, Graduate students, Medical students, Residents/Fellows, Faculty

CV: Teaching

• Mentorship

– Define and list name of mentees, e.g., student, resident, fellow, faculty.

• Essays/Theses/Dissertations directed

– List students by name, level, title of project. Indicate dates (years).

• Course or curriculum development

• Visiting Professor/Lecturer (e.g., invited short courses or lectures plus interactions with students/trainees)

Courses at Wayne State University

2005 - Year II WSMS Pathophysiology of Humor

(2 contact hr/yr, 275 medical students)

2006 - Faculty mentor, Fellows’ Journal Club (1 hr/wk 52 wk/yr)

Residency Program

2006 - 2008 Humor and the Immune Response in Lupus

Nephritis (2 contact hr/yr, 6 rheumatology fellows)

2004 - present Clinical Immunology Core lectures to Fellows

(1 contact hr x 4/yr; 4 residents, 4 fellows)

Postgraduate Lectures

2002 The Use of Wit and Humor in Therapy of OCD ???

2004 The Neurophysiology and Biochemistry of Mirth

No acronyms!

Detail contact hours and numbers and types of learners

Example: Dr. Wayne Samuel Underdog’s CV (cont’d.)

Course/Curriculum Development

2005 Developmental Aspects of the Sense of the Comic

(developed the course syllabus, assembled materials,

organized lecturers, made exams)

Mentoring

2002 – Group of WSMS years 1-4

2005 – MedStart students (Undergraduates yrs 1-4)

(Teaching GRID: Individual meeting? How often? List names of

individuals mentored & their current positions)

CV: Scholarly Activity

• GRANTS, CONTRACTS, AND OTHER FUNDING Indicate role (PI, Co-PI, Co-I, etc.), title, source, total period of support, total direct costs.

• Active National/International Grants and Contracts

• Active Other Grants and Contracts • Pending National/International Grants and

Contracts • Pending Other Grants and Contracts • Previously funded Grants and Contracts • Previously submitted, not funded Grants and

Contracts

CV: Scholarly Activity

Peer-Reviewed Publications

• Include all formats, including articles in electronic-only journals.

• Reports of Original Observations

• Case Reports

• Review Articles

CV: Scholarly Activity

• CLINICAL TRIALS ACTIVITIES

Include trials in which you have a major role; define your contribution, e.g., PI or co-PI, site PI for multi-center trial, protocol committee member.

• PATENTS

Status, date, number, title, and role (e.g., indicate if primary inventor or co-inventor).

CV: Scholarly Activity

• Publications By an annotation after the entry, describe your

role in each publication where it is not obvious (e.g., middle author). Possible roles: study conception, design, implementation (including patient recruitment), data analysis, manuscript writing.

Indicate with an asterisk any co-author who is a student or trainee, or mention in the annotation.

Area of scholarly activity focus should stand out

– Clarify in FAS if not apparent (impact factors good for some disciplines)

– Clarify journal policies as to the position of most important authors (if the first and last authors are not primary, as in most journals)

Publications (continued)

Original Observations

1. Underdog WS, Smith JR, and Honcho, H. The development of a sense of the comic in infants. J. Pediatrics 45: 456-461, 1998.

2. Glad IM*, Underdog WS, and Honcho H. Confocal localization of neurotransmitters mediating humorous stimuli within the amygdala. Proc. Natl. Acad. Sci. USA 78:1245-1253, 2001.

3. etc.

11. Underdog WS. GABA agonists localized to the amydala with PET scanning during laughter and giddiness. J. Humor 4:34-43, 2004.

* Graduate student or trainee under direct guidance of WS Underdog

Review Articles (distinguish invited from not)

1. Underdog WS and Honcho H. The seventh sense: comic sense. Psychiatry Reviews 45:234-267, 2003 (invited review)

Refereed Case Reports

1. Melan-Cholia T*, Underdog WS and Bliss RE. Woman with episodic hilarity and hypertrophy of the amygdala. Neuropsychiatric Radiology 3:23-25, 2000.

* Graduate student or trainee under direct guidance of WS Underdog

CV: Scholarly Activity

– Editorials/Commentaries

– Letters to the Editor

– Book Authorships, Editorships, and Chapters

– Abstracts

– Other (Please specify)

Educational Materials

1. Static EX, Gloom DM, Underdog WS and Bliss RE. Interactive computer learning modules to teach assessment of humor, wit and comic sense. http/www.comicmedicine.org

(WS Underdog developed the course content and was integrally involved in implementation.)

Published Abstracts

1. Underdog WS, Glad IM, and Honcho H. Use of PET scanning for identifying active emotions. Soc. Emotions and Senses 32:147A, 2004 (presented in plenary session at international meeting)

Other

Unpublished abstracts, perhaps unrefereed case reports

FAS and CV-annotation especially helpful

CV: Scholarly Activity

• Invited Lectures/Presentations – National/International – Local/Regional

Invited Presentations

1. Animal models of humor and stress: confocal microscopy. Keystone Symposium Address, Steamboat Springs, CO. 2003.

2. Noninvasive monitoring of brain responses to humorous stimuli. Freud Visiting Professor, University of Vienna, Austria. Dates?

• Format

• Annotation

• Comprehensiveness

• Truth

• Significance

DOCUMENT! DOCUMENT!

The FACTS about documentation

Consider a ‘Shadow’ CV

• There are many reasons that our CVs might be requested

• You may not want one to include annotation or possibly funding history

• Just be sure to keep both up to date with the relevant sections!

http://facaffairs.med.wayne.edu/

AAUP-AFT Selective Salary Program ANNUAL ACTIVITY SUMMARY (Jan 20xx through Dec 20xx) Name _____________________Department(s) __________________. Rank ___________________________ Track __________________________________ Year of appointment/most recent promotion ___

I. SCHOLARLY ACTIVITY (Published in the preceding calendar year) A. Publications (authors, titles, citations) (The CV includes in press, but the FAS includes only

papers published in the calendar year being considered) B. Grants (source, title, PI, Co-PIs, Co-Investigators, total period of support, total

award, award this budget period)

II. TEACHING – Use only the Teaching Grid to record information

III. SERVICE (Same categories as in CV) A. University Committees B. UPG or other physician plan (administrative, not clinical) C. Affiliated medical organizations D. Professional E. Community F. Consulting G. Scholarly Service H. Other

Annual Merit Review:

Teaching Grid

Teaching Grid (Annual Merit Review only)

• What you do

– Table (“Grid”) summarizing your teaching activities, including involvement in curricular development and administration

– No description needed in the Faculty Activity Summary Form

• How well you do it

– Summary of evaluations of your teaching, included on the “grid,” followed by representative evaluative comments

– Optional discussion of significance of evaluation data

The Grid: Quantitative Teaching Summary for Each Year. Submit 3 years’ grids annually

Type of

Teaching

Activity

and

Type of

Learners

Your

Role

Total #

of

contact

hours

each

year

Total # of

hours in

preparation

each year

Total # of

Learners

Evaluation:

Mean, SD

(if

appropriate

and

available;

scoring

scale;

other

evaluative/

outcome

data)

‘obtained

faculty

position,

post-doc,

etc.’

WSU SOM Quantitative Teaching Summary: Clinician-Educator Sample Items

See the handout, which is also available at: http://facaffairs.med.wayne.edu/teach_grid_php.php Useful sample grid: Clinician Educator

Part II

Planning Your Academic Career

• Merit awards and career advancement are earned, not given. They are based on academic achievements.

• Academic advancement should evolve naturally, but it requires conscientious effort. Let your productivity speak for itself.

• Begin working toward advancement as soon as you join the faculty. Set a timetable and review at regular intervals. Discuss with your Chair/Division Chief.

• Keep on the lookout for beneficial opportunities.

Your Academic Career

• Set your goals – Long- and short-term

• Obtain necessary tools/develop yourself

• Read and understand the P&T guidelines for your rank and track; current tracks and guidelines are at: http://facaffairs.med.wayne.edu/ (under P&T)

• Find appropriate mentor(s) - multiple mentors can be helpful

• Obtain knowledge/intellectual skills to accomplish your goals

• Document your teaching and productivity

• Tell people your plans and explain your thinking

Where Am I?

• What are your strengths and weaknesses?

• How will you improve your weaknesses? (gaps in knowledge /activities)

• How will you accentuate your strengths?

• Develop a TIME LINE!

– Tell others (Division head, chair, mentor) and stick to it!!!

•For Clinician-Educators, scholarship is required, but it includes more than just research (original work), such as review articles, case reports, and book chapters

•PUBLISH, PUBLISH, PUBLISH: Papers are your scholarly currency to advancement!

•Submit abstracts and present at conferences •This helps to facilitate interactions and development of collaborations

•However, presenting many abstracts that are then not converted to publications is perceived negatively

•Research funding support •Although national peer-reviewed funding is well appreciated, other sources are also positive, including regional and local grants, and industry contracts, especially if investigator-initiated

Develop collaborations - but be focused!

Scholarly Activity

Teaching • Were you trained to teach in school? — It’s not innate!

• Get training. Document and use it.

– Develop innovative programs

– Implement curricular design

– Conduct educational studies – WSU: Office for Teaching and Learning http://www.otl.wayne.edu/ – Medical Education Research Scholars Program

(pbridge@med.wayne.edu)

• Ask for evaluations; tell others why you want them:

– Improve your teaching

– Help with Merit Review and P & T

– Be creative with respect to evaluations from trainees and small groups

Teaching and Educating – Specialty Societies, e.g.,

• APGO/Solvay Scholars Program (18 months)-Competitive application

• Am Coll of Surgeons (Surgicaleducation.com) • Council of Emerg Med Residency Directors (for Junior

Faculty, cord@cordem.org) • Radiology (www.aur.org/awardsprograms.html) • Am Acad of Family Physicians (www.aafp.org) • Am Physiol Soc (http://www.the-aps.org/education/)

– Harvard Macy Program on Education – Master’s in Education – Linda Roth, Ph.D., SOM Dir. of Professional

Development (lroth@med.wayne.edu)

Service • Committees

• Grant Review committees

• Study Sections

• Journal Review

• Editorial Boards

• Community teaching / service

• Ask your chair/mentor/senior colleagues for opportunities:

– Department

– School of Medicine

– University (e.g., Academic Senate)

– Regional/National

Career Development Workshops

• AAMC (www.aamc.org)

• Look at specialty society meetings

• Your Society related to your area(s) of research usually offers

• Look within WSU; SOM Faculty Development sponsors sessions and sends notices to the faculty

Website: www.med.wayne.edu

• Go to “Faculty” drop-down menu and select Faculty Affairs

Or: http://facaffairs.med.wayne.edu/

• Look under topics:

– SOM Guidelines and Policies: • Salary/Merit Review Guidelines

– Promotion and Tenure: • SOM CV Format, information about the P&T process

– AAUP-AFT Selective Salary Program & Annual Review

• Annual Activity Summary (template and sample)

• Teaching Grid

To reiterate: Managing Your Career

• Be proactive on your own behalf!

• Keep pushing the door open for new opportunities

• Be ready to accept new assignments – but, be aware of the fine line between opportunity and obligation

• Let your Division Chief or Department Chair know of your interests

• Document, Document, Document! The Annual Merit Review will help you help yourself!

Good Luck and Thank you!

Thanks to Dr. Noreen Rossi who began the evolution of this presentation.

Thanks also to Drs. Judith Whittum-Hudson, Elizabeth Puscheck, Gloria Kuhn, Bharati Mitra and Linda Roth

for their input as the presentations for Research-Educators and Clinician-Educators have evolved.

Questions???

Feel free to contact us: Omar Khan, M.D.

okhan@med.wayne.edu

Stephen A. Lerner, M.D. slerner@med.wayne.edu