Mission-Based Management

1. Mission-Based Management Electronic CV System Users Group April 2010

2. Make Sure Career Entries Are Up-To-Date • Professional Experience Suggestions • Check to see if current position is listed • Check if all past positions have end dates • Are any positions missing? • Are there any gaps?

3. Make Sure Memberships Are Up-To-Date • Professional Membership Suggestions • Are any new Professional Organization Memberships missing? • Add end dates to Organizations that your faculty member is no longer a member of • Enter committee work under service

4. Make Sure Publications Are Up-To-Date Publication Categories Supported • Journal Article • Letter • Newspaper Article • Patent • Poster • Report • Review • Video/Film/CD/Web/Podcast • Other • Abstract • Book • Book Chapter • Book Review • Case Report • Commentary • Conference Proceedings • Edited Book • Editorial

5. Publication Suggestions • □ Request a download---After download is complete, review the Download Manager to “Accept” publications that belong to your faculty member or “Reject” publications that do not belong to him/her Publications: Download Manager

6. Publication Suggestions Continued • Check for duplicate publications • Add new book chapters, abstracts, posters, etc. (or any other publications that did not download) • Have any “Pending Publications” been published? If so, add the publication date. • Enter new pending publications (“in press” & “accepted”) • Watch for peer-reviewed vs non peer-reviewed • Refresh any Epub’s that have now been published in hard copy

7. Make Sure Funding Entries Are Up-To-Date Funding: Search Screen • Funding Suggestions • Check statuses – update Pending grants to “Active” or “Unfunded” • Check if your faculty member’s role is accurate • Check if dollar amounts are correct; if not, you can self-enter • Are all current grants showing? If not, hand enter new grants • Check for duplicates: OSP vs. Hand Entered • Are titles and sponsors correct? • Do your faculty member’s collaborators have new grants? Are collaborators listed on their grants?

8. Make Sure Presentations Entries Are Up-To-Date • Presentations Suggestions • Check to make sure your Presentations list is current • Review Presentation Type assignments • Invited/Visiting Professor • Keynote/Plenary Lecture • Meeting Presentation • Peer-Reviewed Presentations • Is the Activity Scope correct? Activities are grouped by scope on the CV. • International • National • Local/Regional • Remember that some “Presentations” may belong under Teaching Activities • Who is the audience?

9. Make Sure Education Entries Are Up-To-Date Education Categories • Educational Lectures • Didactic Lectures • Department/Division Conferences • Continuing Education • CE Courses Developed • CE Courses Taught • Education Administration • Other Educational Activities • Course and Curriculum Development • Courses Directed • Courses Taught • Clinical Teaching • Laboratory Teaching • Small Group Teaching • Trainee Supervision • Graduate Student Committees

10. Education Suggestions • For Primary Instructors: Check to see if new course activities are showing in Courses Taught • Hand enter any new courses you are teaching that are not showing • Select from the course catalog to pre-populate OR • Self-enter • Don’t forget to enter other forms of teaching • Trainee Supervision • Graduate Student Committees • Clinical Teaching • Small Group Teaching • Laboratory Teaching • Continuing Education

11. Make Sure Service Entries Are Up-To-Date Service External: • Professional Organization Leadership • Affiliated Institutions • Community Service: Patient Care • Community Service: Non-Patient Care • Outreach Presentations • Industrial Presentations • Consulting Internal: • University • Health Sciences • College/School • Department • Division • Programs, Centers, & Institutes • University Hospitals & Clinics • Internal Service at Previous Institutions

12. Service • Service Suggestions • Remember the difference between Internal and External • Remember the category or level that the activity belongs in • Add any new activities you are currently involved in • Add end dates to activities that you are no longer involved in • Check to see if your role has changed

13. Administrative Duties Suggestions Definition: Highlighted administrative experience which could also be reflected within career or service. (Only place where duplication is allowed, but the entries should not be identical. Administrative Duties entry should describe administrative aspects of activity.) • Has your faculty member taken on any new administrative responsibilities? • Should some of the current administrative duties be removed in light of new responsibilities? • Administrative Duties can also be listed in Career or Service • How can your faculty member emphasize the Administrative aspect of the activity for this section?

14. Administrative Duties Service Career Administrative Duties • Positions held that involve significant administrative responsibilities • Highlights only • Can be internal or external • Activity may also be listed in career or service • Lesser (partial) time commitment • Typically for a specified amount of time • Can be internal or external • Usually formal position or employment • Includes a significant time commitment • Can be internal or external

15. Last But Not Least • Don’t Forget • Editorial Experience • Grant Review/Study Section • Symposium/Meeting Chair/Coordinator • Start early • Allow plenty of time for faculty and department review • Include everything but do not duplicate (with one exception) • Remember collaborative activities • Remember the reviewers • They have 210+ CV’s to review • Make it clear, easy to read … do not make them dig • Help them to help your faculty member get promoted, etc.

16. Future Screen Flow & DesignExternal Service Rework!! • Categories • Professional Organization Leadership • Community Service: Non-Patient Care • Community Service: Patient Care • Consulting • Industrial Presentations • Outreach Presentations • Affiliated Institutions • Screen Differences: • Category First • Entity First • What aspects are clear in the current screens? • What is the most confusing? (suggestions?) • One Grid for Internal & External Service? • One Entry Screen? Two? • Changing Between Categories • Monitoring

17. Future Screen Flow & DesignInternal Service Rework!! • Categories • University • University Hospitals & Clinics • Health Sciences Center • College • Department • Division • Programs, Centers & Institutes • Service at Previous Institutions • Screen Differences: • Category First • Entity First • What aspects are clear in the current screens? • What is the most confusing? (suggestions?) • One Grid for Internal & External Service? • One Entry Screen? Two? • Changing Between Categories • Monitoring

18. Future Screen Flow & DesignCategory Override • How often do you use the Category Override? • How often do you do searches in the keyword search? • Would you like the keyword search on the grid to search information in the Category Override? • How many have tried to update a title for an entry that is on the CV but you could not find it by using the keyword search tool? • Is there another tool or feature that would be more helpful instead? (something you want more )

19. Future Screen Flow & DesignSave Feature • How are you using the system most often? • “Save” vs. “Save & New”, multiple entries vs. only a few? • How many like the Save feature the way it is now? • Type vs. copy and paste • Save right away vs. check CV preview first • Faculty request edits • Multiple or just a few at a time • If we change it, how should it look?

20. Future Screen Flow & DesignPresentations Sub-Categories • Is the current flow for Presentations working okay? • Adding new entries • Editing to make changes (eg, change sub-category) • Option to select the overarching Presentation category instead of selecting one of the four current options? • More like Publications? • A hover could help to describe the different types of presentations that could be entered. vs.

21. Upcoming CV Users Group Meetings