SCHOOL OF MEDICINE RESEARCH ROADMAP School of Medicine Research Roadmap Appendix October 2011 6 ......

SCHOOL OF MEDICINE RESEARCH ROADMAP

October 2011Appendix

OHSU School of Medicine Research Roadmap Appendix October 2011

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CONTENTS

Research Vision & Strategic Initiatives ............................................................... 3 Research Roadmap Planning Process and Methods ....................................... 4 Planning Retreat..................................................................................................... 5 SWOT Analysis ...................................................................................................... 6 Critical Factors for Success ................................................................................. 8 School of Medicine Faculty Survey ..................................................................... 8 Research Roadmap Planning Participants ......................................................... 9

Additional Research Roadmap background and supporting documents

available for review in the Office of the Dean.

RESEARCH ROADMAP APPENDIX


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RESEARCH VISION By 2016, the OHSU School of Medicine will be recognized globally for excellence in scientific discovery, collaboration, and the rapid translation of new knowledge into practices that improve human health. To achieve this vision we will: Nurture, support, and invest in a scientific culture that rewards innovation and

collaboration.

Strengthen our research training infrastructure and create new education models and curricula that advance our scientific excellence.

Develop strategic external interactions and partnerships.

Increase awareness, understanding and support for OHSU biomedical research.

STRATEGIC INITIATIVES 1. Identify and invest in areas of research strength that make best use of School of

Medicine resources to advance human health and well-being.

2. Advance School of Medicine capacity in translational research.

3. Promote research excellence through effective organizational systems and infrastructure.

4. Enhance training, career development and mentoring opportunities for the next

generation of biomedical researchers.

5. Promote, nurture and support a professionally rewarding culture for researchers at OHSU.

6. Increase awareness, appreciation and understanding of the value of research at

OHSU to both internal and external stakeholders and the public.


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PLANNING PROCESS AND METHODS In the fall of 2010, the OHSU School of Medicine launched a planning process to engage faculty, leadership and administration in discussions about how to make the most of the resources and opportunities available at OHSU to explore and develop a strategic path towards increased research success and impact over the next decade. This process was to be led by the Collaborative Research Leadership Group. The CRLG was originally formed in 2009 to share information about different areas of growth and development and emphasis in the research mission. A Research Roadmap retreat, held December 1 and 2, 2010, initiated the planning process with retreat participants representing a broad range of research areas. The well-attended retreat discussions included a strategic analysis of the strengths, weaknesses, opportunities and threats influencing research at the OHSU School of Medicine. This strategic analysis informed the development of a unified Research Vision and six accompanying strategic initiatives to actualize that vision.

Following the retreat, task forces for each of the strategic initiatives were formed. Each task force was responsible for further developing one of the six strategic initiatives identified by participants at the retreat. Each of the strategic initiative task forces developed a set of recommended strategies and tactics for their assigned strategic initiative. These recommendations were further informed by a faculty survey distributed to OHSU research faculty in February 2011. Task Force recommendations were reviewed by the Research Roadmap Steering Committee, the Collaborative Research Leadership Group (CRLG) and the planning team at David Heil & Associates, Inc. Collectively, the Research Vision, six strategic initiatives, and more detailed strategies and tactics resulting from this planning process provided a draft roadmap for achieving the new vision.

Throughout the summer of 2011 a small group led by the Office of the Dean undertook a detailed review of the draft Research Roadmap. The goal of the Dean’s review was to ensure clarity and consistency throughout the plan and integrate and leverage the initiatives across the School of Medicine missions. Each initiative was considered in light of an accountability framework that would allow monitoring of progress toward stated Roadmap goals. This review phase was completed and the results were shared with the chairs of the six Strategic Initiative Task Forces. The Task Force chairs made additional suggestions for incorporation into the Roadmap and the final document was presented on October 24, 2011.

With the development of a final Research Roadmap, the planning process entered a “blueprint” phase. This approach will involve an annual implementation plan for each initiative, which will include specific tactics for each initiative. Members of the CRLG and additional research staff will continue to inform the blueprint phase, using the final Research Roadmap as a guide as to achieve specific goals for the next five to 10 years.

Development and implementation of the Research Roadmap should be viewed as an iterative process, with ongoing evaluation and assessment of specific strategies and tactics occurring in response to new challenges and emerging opportunities.


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RESEARCH ROADMAP RETREAT

December 1 & 2, 2011

The planning retreat included a variety of facilitated approaches to launch an open and highly participatory planning process. The goal for the retreat was to identify and prioritize OHSU School of Medicine’s research strengths, weaknesses, opportunities and threats; explore the environmental conditions that influence research at OHSU; and identify the critical factors that will determine future success. Out of this process came a new research vision and six strategic initiatives that guide the Research Roadmap.

RETREAT AGENDA SUMMARY

Day One

Setting The Pace for A Unified Vision and Research Roadmap Lee Huntsman, Ph.D. Executive Director, Life Sciences Discovery Fund Authority President Emeritus, University of Washington SWOT Analysis of OHSU School of Medicine Research

Applying Systems Science to Research Charles Kilo, MD Chief Medical Officer, OHSU

Issuing The Charge To School of Medicine Research Faculty Mark Richardson, MD, MSCB Dean, OHSU School of Medicine

Framing the Context for a School of Medicine Research Vision OHSU Context: Dan Dorsa, Mary Stenzel-Poore, Eric Orwoll Regional/National/Global Context

Day Two

Identifying Critical Factors for Success

Development of Initial Strategic Initiatives

Research Roadmap Vision Framework

Research Roadmap Vision Writing Assignment


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SWOT ANALYSIS Top Ranked School of Medicine Research Strengths and Weaknesses Essential to any reflective process of planning for the future is an assessment of the current context upon which that future will be built. Strengths and weaknesses are generally influenced by internal factors and suggest areas of infrastructure and capacity that will likely have an impact on future success. Once the strengths and weaknesses were identified, participants ranked ordered the items in terms of the significance of their impact. The following tables show the top ranked priorities from this facilitated exercise. Abbreviated language reflects original input from the group. Multiple items receiving the same rank reflect ties in the group ranking process.

Top Ranked Strengths

Rank Strength 1 Group of talented investigators 1 High interaction 2 Location - attracts innovative talent 3 Top five in neuroscience 3 Strong centers and institutes 4 Focus on healthcare delivery research science 5 Oregon National Primate Research Center 6 Strong and diverse grant portfolio 7 Oregon Clinical and Translational Research Institute (OCTRI) 8 Health and science (relatively focused) 9 Healthy mix of centers, institutes, and departments 10 Only academic health center in state

Top Ranked Weaknesses

Rank Weakness 1 Limited endowment 2 Many inefficient/poor systems 2 Limited ability to attract state funds 3 Passive leadership at all levels 3 Lack of research infrastructure (and support) 4 Different cultures: clinical, basic research, and others 5 Limited flexible spending 6 Inability to be strategic 7 Limited investment in recruiting 8 Insufficient Tech Transfer 9 Don't foster/mentor junior faculty

10 Not part of larger university


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SWOT ANALYSIS Top Ranked School of Medicine Research Opportunities and Threats Retreat participants also identified significant opportunities and threats impacting research at OHSU School of Medicine. Opportunities and threats are typically external factors that may have either a positive or negative impact on the organization. Once identified, these opportunities and threats were also prioritized in terms of their perceived importance. The following tables show the top ranked priorities from this facilitated exercise. Abbreviated language reflects original input from the group. Multiple items receiving the same rank reflect ties in the group ranking process.

Top Ranked Opportunities

Rank Opportunity

1 Emerging global markets/partners

2 Being prepared to leverage pharma opportunities

3 State with propensity to try new things (Governor); Manageable scale to demonstrate success

3 Number of RO1s; taking advantage of breadth of research

4 Portland State University collaboration

5 Leverage opportunities at Knight Cancer Institute

5 High interest in evidence-based research

6 Major changes at National Institutes of Health (NIH)

7 Focus on personalized medicine

8 Investing in new technologies

9 Healthcare systems in Oregon looking for solutions

10 Computational biology

Top Ranked Threats

Rank Threat 1 Unpredictable (declining) funding from NIH

2 Pressure on clinical side's investment in research

3 Loss of key faculty to well-funded countries, universities

4 Bad economy

4 Overhead costs (OCA funds flow) burden too high

5 Increased competition from well-funded universities

6 Increasing anxiety/uncertainty within OHSU faculty

7 Takes time to build multidiscipline translational research (new directions take energy)

7 Increased regulatory environment and burden

8 Global competition

9 In-state competition: clinical, research (donors, patients, grants)

9 Inability to attract institutional leaders

10 Structural reorganization of NIH


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CRITICAL FACTORS FOR SUCCESS Following the analysis of research strengths, weaknesses, opportunities and threats, retreat participants identified critical factors for success. These are factors critical to the research enterprise at OHSU School of Medicine that must be addressed in order to succeed in the future. Listed below, in rank order, the top critical factors have been identified.

Top Ranked Critical Factors for Success

Rank Critical Factor for Success

1 Prioritize concrete and actionable items.

2 Identify and optimize strategic new funding streams.

3 Invest in infrastructure and effective systems to support the research enterprise.

4 Ensure that cross-institution collaboration and engagement with leadership are enhanced.

5 Clearly articulate a vision for research at OHSU School of Medicine that is compelling to both internal and external stakeholders.

6 Strengthen alignment between OHSU’s healthcare mission and research mission.

7 Build capacity for, empower, and nurture a culture of creativity at all levels.

8 Take responsibility for improving professional satisfaction and morale.

SCHOOL OF MEDICINE FACULTY SURVEY

Following the roadmap planning retreat, a survey was conducted in February 2011 for the purpose of soliciting additional faculty and graduate student input in the planning process. A total of 451 individuals responded. Respondents answered a range of questions regarding barriers to research excellence, collaboration, professional satisfaction and awareness and/or use of research resources available at OHSU. Highlights from this survey are available for review in the Office of the Dean. Input from this survey was used by the Research Roadmap Steering Committee and each Strategic Initiative Task Force to inform development of specific strategies and tactics to actualize the research vision.


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RESEARCH ROADMAP PLANNING PARTICIPANTS Research Roadmap Co-Chairs: Mary Stenzel-Poore, PhD, Associate Dean for Basic Sciences Eric Orwoll, MD, Associate Dean for Clinical Science Research Roadmap Steering Committee:

David Dawson Rachel Dresbeck David Ellison Paul Flint Nancy Haigwood Susan Hayflick Bobby Heagerty

Mary Heinricher Robert Hitzemann Maureen Hoatlin David Jacoby George Keepers Charles Kilo Stacy Nicholson Peter Rotwein

Elaine Rowzee Mary Samuels John Saultz Rosalie Sears Charles Thomas David Wilson

Strategic Initiative Task Force Co-Chairs & Members Task Force #1 Co-Chairs: David Ellison & Robert Hitzemann

Task Force Members: Tom Becker, Dennis Bourdette, Rachel Dresbeck, Klaus Frueh, Peter Rotwein, Kathryn Schuff, Tim Stout Task Force #2 Co-Chairs: Maureen Hoatlin & Stacy Nicholson

Task Force Members: Abhijit Banerjee, Aaron Caughey, Christopher Corless, Julie Earnest, Joe Gray, Chris Harrington, Mary Heinricher, David Koeller, John McConnnell, Charles Roberts, Kathryn Schuff, Guy Super Task Force #3 Co-Chairs: Susan Hayflick & Charles Kilo

Task Force Members: Michael Davey, David Dilts, Julie Earnest, David Jacoby, Fred Nuttal, Bill Rooney, Elaine Rowzee Task Force #4 Co-Chairs: David Dawson & Paul Flint

Task Force Members: Allison Fryer, David Jacoby, Bob Lowe, Rich Maurer, Cynthia Morris, Mary Samuels, Bruce Wolfe

Task Force #5 Co-Chairs: George Keepers & Rosalie Sears

Task Force Members: Jen Crosby, Molly Kulesz-Martin, Bob Steiner, Charles Thomas, Kent Thornburg Task Force #6 Co-Chairs: Nancy Haigwood & David Wilson

Task Force Members: Lynne Boyle, Christopher Corless, Rachel Dresbeck, Bobby Heagerty, Bill Hersh, Melanie Fried-Oken, Kathleen McFall, Sarah Panetta, John Saultz


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RESEARCH ROADMAP RETREAT PARTICIPANTS

Chuck Allen Tom Becker Tom Beer Dennis Bourdette Aaron Caughey Christopher Corless Michael Davey David Dawson Daniel Dorsa Rachel Dresbeck Julie Earnest Paul Flint Melanie Fried-Oken Klaus Fruech Nancy Haigwood Susan Hayflick Bobby Heagerty

Mary Heinricher Bill Hersh Robert Hitzemann Maureen Hoatlin Amanda Horton Patricia Hurn David Jacoby Jeff Jensen Brian Johnstone George Keepers Charles Kilo Molly Kulesz-Martin Lynn Loriaux Bob Lowe Mike Macrae John McConnell Stacy Nicholson

Alfred Nuttal Eric Orwoll Sarah Panetta Misha Pavel Mark Richardson Charles Roberts Bill Rooney Peter Rotwein Elaine Rowzee Mary Samuels Mary Stenzel-Poore Timothy Stout Charles Thomas Kent Thornburg David Wilson Bruce Wolfe

Research Roadmap Consulting Team David Heil & Associates, Inc.

David Heil, President Chris Wallace, Associate Lauren Seyda, Project Coordinator Rachel Hadiashar, Office Manager


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COLLABORATIVE RESEARCH LEADERSHIP GROUP

Joan Ash Richard Austin Abhijit Banerjee Irene Barhyte Thomas Becker Tom Beer Dennis Bourdette Kim Burchiel Aaron Caughey Christopher Corless Michael Davey David Dawson Daniel Dorsa Rachel Dresbeck Brian Druker Julie Earnest David Ellison Paul Flint Constance French Melanie Fried-Oken Klaus Frueh Joe Gray Nancy Haigwood Susan Hayflick Bobby Heagerty Mary Heinricher Bill Hersh Robert Hitzemann Maureen Hoatlin Amanda Horton John Hunter David Jacoby Jeffrey Jensen George Keepers Frederick Keller Charles Kilo Jeffrey Kirsch David Koeller Molly Kulesz-Martin Scott Landfear

R. Stephen Lloyd Lynn Loriaux Bob Lowe Michael MacRae Richard Maurer Dennis McCarty John McConnell Kathleen McFall Cynthia Morris Jay Nelson Craig Newgard Stacy Nicholson John Nutt Alfred Nuttall Eric Orwoll Sarah Panetta SuEllen Pommier Mark Richardson Charles Roberts Bill Rooney Peter Rotwein Elaine Rowzee Mary Samuels John Saultz Kathryn Schuff Rosalie Sears Robert Steiner Mary Stenzel-Poore Tim Stout Lori Sweeney Charles Thomas Kent Thornburg Douglas Weeks Gary Westbrook David Wilson Bruce Wolfe Brian Wong Jung Yoo

SCHOOL OF MEDICINE RESEARCH ROADMAP School of Medicine Research Roadmap Appendix October 2011 6 ......

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