INDIVIDUAL DEVELOPMENT PLAN FOR POSTDOCTORAL SCHOLARS IDP OVERVIEW AND GUIDELINES OVERVIEW AND GUIDELINES Background Taking the time to plan your career path will help you use your postdoctoral training period more efficiently and effectively. Having career-planning discussions with your mentor(s) will help you identify opportunities and align your expectations with those of your mentor(s). An Individual Development Plan (IDP) is a tool for you to create and implement a career plan. Your IDP will help you to: Identify or refine your short- and long-term career goals; Identify additional skills that you need to have, and resources for improving them; Make and implement a plan for meeting your goals; Have a discussion with your mentor(s) about your career path and performance; Track your accomplishments and your progress toward your career goals; Help you create mentoring and/or training plans when you apply for external funding. Goals The specific goals of the IDP process are to: Set long- and short-term career goals; Identify your accomplishments and training progress; Connect you with resources to improve your skills; Initiate a regular, on-going dialog between you and your mentor(s) about career development. Overview of the IDP Process The IDP should be created within one to two months of a new postdoctoral appointment, and should be completed annually in conjunction with a performance review. Additionally, briefly revisiting the IDP mid-year may be useful to re-focus efforts and re-evaluate whether the oneyear goals are still applicable or realistic in the remaining time. Step 1 Postdocs Conduct a self-assessment 2 Set short- and long-term goals 3 Identify training opportunities 4 Write your IDP and discuss it with your mentor Implement the plan and revise as needed 5 Mentors Reflect on postdoc strengths and areas for improvement Identify ways you can help postdoc improve skills Become familiar with available training opportunities Review and help refine the IDP Establish regular meetings to discuss career plans and progress The following guidelines for postdocs and mentors outline these steps further by providing techniques, questions and exercises to help structure your reflections. 1|Page IDP OVERVIEW AND GUIDELINES Guidelines for Postdoctoral Fellows 1. Conduct a self-assessment: a. If this is the first time you’re completing an IDP in your current position, list the skills and achievements you are bringing with you from your prior position or graduate training. What skills and achievements do you hope to gain in this position? What challenges do you anticipate in gaining them? b. If this is not the first time you’re completing and IDP in your current position, list your achievements and new skills gained in the last year. Are there any skills or achievements that you wish you had gained? What barriers prevented you from gaining them? c. Take an honest look at your abilities. Enlist the help of your peers and your mentor to help identify your strengths and areas of weakness. What do you like doing, and why? What do you dislike doing, and why? d. Think about what you want out of your career. What type of work do you enjoy doing? What types of work do you want to learn more about? How do you want to be valued as an employee? What level of work-life balance is the most comfortable for you? 2. Set long- and short-term career goals: a. Long-term goals: Think about what type of position you want to obtain in the next 3 – 5 years. If you don’t know, can you identify a couple of different types of positions that appeal to you? Part of your goals can be to explore these career options. Set an appropriate and realistic timeframe for the duration of your postdoctoral training. b. Short-term career goals: Set one to two SMART goals (See step #6 below) for each skill area that you will accomplish in the upcoming year. How can you challenge yourself to expand your skillset? What skills need the most improvement? What approaches can you take to improve your skills? How will you and your mentor know when you’ve achieved your goal? Who else can help you meet your goals? 3. Identify training opportunities: a. People: How can your mentor and department help you meet your goals? Are there other faculty members or senior postdocs that can provide additional mentorship to you in a specific skill or skill area? Which of your colleagues are experts in a skill that you need to develop? How can your network help you? b. CU-Boulder: Are there workshops or courses offered at that you could take? What seminars does your department offer? c. Community and Research Community: Are there local associations that offer career development or networking events in your field? At what conferences do you plan on presenting during the upcoming year? Do your professional societies offer workshops that you can attend? d. Online: Are there any online trainings or courses that you can take? Do your professional societies publish tutorials or articles that would be useful to you? 4. Write your IDP and discuss it with your mentor: a. Using your self-reflections from Steps 1 – 3 above, fill in the template included in this package, or the online template at http://myidp.sciencecareers.org/ i. Identify your strengths and areas for improvement. What tools will you use improve your skills? How will you overcome barriers or obstacles? 2|Page IDP OVERVIEW AND GUIDELINES ii. Establish a reasonable timeframe to complete your postdoctoral training, i.e. long-term goals for this position (generally 3 – 5 years). iii. Establish reasonable timeframes to complete your short-term goals within the upcoming year. You can choose to write a month, a semester or a quarter in which to complete your goals, as is appropriate for your situation. iv. Plan out how you will achieve your goals, including what steps you and your mentor can take to help you achieve your goals. b. Schedule an approximately one-hour conversation with your mentor about your IDP and performance evaluation. Give a copy of your draft IDP at least one week prior to this date. c. Have an open and honest conversation with your mentor about your career development, goals, and specific plans to improve your skills. d. Revise your IDP as appropriate based on this conversation. Provide your mentor with a revised copy of your IDP within two weeks. 5. Implement the plan and revise as needed: a. Once your plan is in place, it is time to put it to practice. You can use timemanagement and organizational resources such as an online calendar, Outlook Tasks or Google Tasks. b. Keep track of your accomplishments over the course of the year to make completing next year’s IDP easier. You can do this via updating your CV; keeping a file of your submitted papers, abstracts and fellowships; and/or tracking completed tasks with Outlook or Google. c. Meet with your mentor regularly to discuss your career development. These oneon-one meetings should focus on your accomplishments, opportunities for skill improvement, and constructive feedback on your progress. The best practice is to meet weekly; however, the challenges of postdoc and mentor lives can make this difficult. You may need to be more creative and flexible to meet these challenges. Some ideas for overcoming these challenges are: scheduling weekto-week rather than a regularly repeating time; meeting via Skype; completing status reports via email and requesting mentor feedback on the reports; or meeting less frequently. It is recommended that you meet at least once a month to discuss your career development. You should lead these meetings and provide an agenda, focusing on career development. d. There may be significant barriers that arise, preventing or delaying completion of parts of your plan. The plan is not intended to be static and can be modified as circumstances or needs change. It is helpful to schedule a mid-year review with your mentor to discuss your progress toward your goals, challenges that have arisen, and modifications that can be made to your plan. 6. SMART Goals: a. SMART goals help you successfully reach your goals by defining a clear direction and timeframe for completion. b. SMART stands for: i. Specific: The goal should specify what will be accomplished and/or produced. ii. Measurable: To be accountable for achieving your goal, there should be some mechanism to measure whether a goal has been achieved or not. 3|Page IDP OVERVIEW AND GUIDELINES iii. Achievable: The goal should be within your power to attain. This doesn’t mean it is without challenges or potential obstacles. iv. Realistic: Taking all of your goals and daily activities into consideration, you should be able to complete the goal within your specified timeframe. v. Time-Bound: To make yourself accountable for completing your goals. c. Example 1: i. Not specific, measurable or time-bound: Gain knowledge on melanoma. ii. Specific, measurable and time-bound: Write a review article discussing mechanisms of MAPK and AKT pathway activation during melanoma progression; submit a draft of the review article to my mentor by the end of July 2016. iii. The revised goal demonstrates the knowledge that you have gained by creating a professional product that can be used on your CV. This will help keep you accountable and motivated to complete the goal. d. Example 2: i. Not achievable: Be awarded an NIH F32 Fellowship by July 1, 2016. ii. Achievable: Submit an application for an NIH F32 Fellowship by the April 8, 2016 deadline. If the fellowship is not awarded, submit an A1 resubmission application at the next available grant cycle (est. August 8, 2016). iii. You cannot control whether or not you will be awarded a fellowship. The revised goal frames what you can accomplish and also has a follow-up plan in the event that the fellowship is not awarded. e. Example 3: i. Not realistic or specific: Increase my professional communication skills by attending four national meetings within the next year. ii. Realistic and specific: Increase my professional communication skills by presenting a poster and attending the Professional Skills Development Workshop at the APS meeting from March 14-18, 2016. iii. While it is physically possible to attend four meetings within a year (i.e. it is technically achievable), it probably isn’t realistic that you would be able to attend those meetings, perform your research and write any resultant papers, nor is it realistic that you or your mentor would be able to fund your attendance at all of those meetings. f. SkillSoft (through myCU) offers additional trainings on SMART goals and action plans. Search for the following: i. SMART Goals and Action Plans ii. Achieving Smart Goals iii. Well-written Goal Statements 7. Tools and Resources: a. This IDP template was developed from the NPA core competencies, which can be found here: http://www.nationalpostdoc.org/?CoreCompetencies b. Science Careers has created an online IDP development tool which may be used instead of this form, if you desire: http://myidp.sciencecareers.org/ c. The NPA also provides a list of resources for completing your IDP, including exploring career paths and developing your skills: http://www.nationalpostdoc.org/default.asp?page=CareerPlanning 4|Page IDP OVERVIEW AND GUIDELINES Guidelines for Mentors 1. Reflect on postdoc strengths and areas for improvement: a. In anticipation of your review meeting, take 10 – 20 minutes to think about your postdoc’s strengths and achievements in the last year, and areas in which he or she could still improve. b. If your postdoc is new to your lab, perhaps reflect on what attracted you to make an offer to this postdoc, and what gaps you notice on his or her CV. c. It may be helpful to jot down your ideas. d. You can use the following questions as a tool to guide your reflections: i. Discipline-Specific Knowledge – Does the postdoc demonstrate broadbased and cross-disciplinary knowledge? Does the postdoc demonstrate detailed knowledge of his or her specific research area? How well does the postdoc define scientific questions and testable hypotheses? ii. Research Skills – How well does the postdoc design and perform experiments? Can the postdoc see the big picture, but also enact a shortterm strategic plan? How well does the postdoc analyze and interpret data? Would the postdoc be able to independently apply for funding or carry a paper through the publication process? Can the postdoc determine the best method for determining data significance and describe variance within context? iii. Communication – How well does the postdoc write about his or her research? How are his or her oral presentation skills? Is the postdoc able to train junior lab members? How does the postdoc take performance feedback? Is the postdoc professionally connected with colleagues within CU-Boulder and outside of CU-Boulder? iv. Professionalism – Does the postdoc communicate in a respectful, timely and courteous manner with team members and colleagues? Does the postdoc take a collaborative approach to completing projects? Is the postdoc involved with professional service activities within his or her discipline? How does the postdoc seek and take input from mentors and team members? v. Leadership and Management – What project management skills does the postdoc have, and what skills does he/she still need (e.g. establishing priorities, project planning, time management, budget management, keeping excellent records)? Can the postdoc lead junior team members to complete their projects? Does the postdoc serve as a role model within the work group, institution and discipline? vi. Responsible Conduct of Research – Has the postdoc completed RCR training and other necessary trainings (such as animal or human subjects training)? Can the postdoc identify and manage conflicts of interest and violations of research and/or professional ethics? Can the postdoc describe best practices for recording and storing data and protocols/SOPs? Can the postdoc specifically describe the criteria for the appropriate exclusion of data? 2. Identify ways you can help your postdoc improve skills: 5|Page IDP OVERVIEW AND GUIDELINES a. Now that you’ve identified skills and areas that the postdoc can improve, it will be helpful for you to come up with ways that you, as a mentor, can help the postdoc improve. b. Consider having instructive discussions at regularly scheduled one-on-one meetings. c. Encourage your postdoc to seek mentorship from a colleague who is an expert in a skill or knowledge area. Many funding agencies now encourage or require multiple mentors in order for a postdoc to receive fellowship funding, both because multiple perspectives can offer additional insights and because having multiple mentors can reduce training pressure on the primary mentor. d. How might you encourage your postdoc to develop and implement a broad research plan? e. Can you involve your postdoc in lab management and budget activities? In publication and grant planning/writing? In supervision of junior trainees or undergraduate students? f. Do you have regular discussions about research ethics, data integrity, publication practices and professional behavior during lab or one-on-one meetings? 3. Become familiar with available training opportunities: a. Are there any trainings, seminars or courses offered by your department or professional societies that can help your postdoc improve skills or disciplinespecific knowledge? Sharing these resources with your postdoc as you learn of them may help them while they are drafting their IDP. b. The OPA website (www.colorado.edu/opa) has a list of resources for postdoctoral career development. The OPA maintains relationships with a number of on-campus resources and offers workshops and one-on-one help to postdocs. Note: This website is currently under construction; to learn about resources, please email leah.colvinwanshura@colorado.edu. c. Email leah.colvinwanshura@colorado.edu if you are unsure of how you can help your postdoc. The OPA can help you develop additional ideas to define a mentoring plan. 4. Review and help refine the IDP: a. Set a date to have an approximately one-hour conversation with your postdoc to review the IDP and hold a performance evaluation. Your postdoc should provide you with a draft IDP at least one week prior to this date. b. Complete the “Comments” sections of the IDP, as appropriate. These sections appear in blue text for your convenience. c. Have an honest and constructive conversation with your postdoc about his or her career development and goals. Are the postdoc’s goals SMART (specific, measurable, achievable, realistic and time-bound)? What commitments can you make, as a mentor, to help your postdoc meet his or her goals? d. Your postdoc should revise the IDP based on this conversation, providing you with a revised copy of your IDP within two weeks for your review. At this point you can approve the IDP or you can provide additional feedback on it. e. Set an appropriate and realistic timeframe for the duration of your postdoc’s training. 5. Establish regular meetings to discuss career plans and progress: 6|Page IDP OVERVIEW AND GUIDELINES a. Meet with your postdoc regularly to discuss his or her career development. The best practice is to meet weekly; however, the challenges of postdoc and mentor lives can make this difficult. Some ideas for overcoming these challenges are: scheduling week-to-week rather than a regularly repeating time; meeting via Skype; completing status reports via email and requesting mentor feedback on the reports; or meeting less frequently. It is recommended that you meet at least once a month to discuss your career development. b. The scope of one-on-one meetings is career development. These one-on-one meetings should focus on the postdoc’s accomplishments, opportunities for skill improvement, and constructive feedback on progress. This may include helping a postdoc solve a research-specific problem; however, research-specific discussions should not take up the whole meeting. c. The best practice is for the postdoc to lead the meetings and/or provide the agenda; however, you may need to help teach the postdoc how to lead an effective meeting, or bring up issues that the postdoc may be unaware of or have forgotten. d. It is helpful to schedule a mid-year review with your postdoc to discuss your postdoc’s progress toward his or her goals, challenges that have arisen, and modifications that can be made to the IDP based on a change in research direction or significant barriers that may have arisen. 7|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN INFORMATION Postdoc Name: Department or Program: Job Title: Mentor: Appointment Start Date: Date Department or Program: Review Date: Date Regular Postdoc-Mentor Meeting Time and Location (e.g. every other Monday at 3 PM via Skype): Click here to enter text. APPROVALS Postdoc Signature: Date: _______________________________________________ _________________ Mentor Signature: Date: _______________________________________________ _________________ 1|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN SELF-ASSESSMENT Postdocs: Reflect honestly on your level of development in each of the listed skill areas. Check the column that most accurately describes your skill level. Mentors: Provide constructive feedback (in “Comments”) on the postdoc’s skills in each of the areas listed below. Discipline-Specific Conceptual Knowledge Broad-based knowledge of (fill in your field) Deep knowledge of (fill in your specific research area) Deep knowledge of (another specific research area, if applicable) Able to critically evaluate literature Comments Strength Appropriate to Career Stage Needs Development N/A ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ Strength Appropriate to Career Stage Needs Development N/A ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ Click here to enter text. Research Skills Able to design a research program in the context of the broader field Able to design reproducible experiments/series of experiments Technical skills Able to analyze and interpret data Understands and can perform appropriate statistical analyses Able to perform literature review Able to perform peer review Comments Click here to enter text. 2|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN Communication Skills Basic writing and editing skills Can generate protocols/standard operating procedures for others to follow Able to write scientific publications Able to write grant/fellowship proposals Able to write high impact abstracts Speaks confidently and clearly Comfortable and capable of presenting research to peers Able to design and present an effective poster Seeks advice from peers and mentors Communicates professionally via email Classroom teaching skills* Able to create targeted job application materials Interview skills Comments Strength Appropriate to Career Stage Needs Development N/A ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ Click here to enter text. *note: if you are seeking a primarily teaching position, you may wish to create an addendum listing specific teaching skills. Professionalism Demonstrates workplace etiquette Demonstrated commitment to the safety of self and others in the workplace Complies with rules and regulations Upholds commitments and deadlines Maintains positive relationships with colleagues Contributes service to the discipline/professional societies, research group, department and/or institution Able to create and maintain a professional network Comments Strength Appropriate to Career Stage Needs Development N/A ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ Click here to enter text. 3|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN Leadership and Project Management Skills Demonstrated ability to train and/or mentor others Motivates others in the workplace Able to provide constructive feedback to trainees and mentor(s) Able to negotiate difficult conversations Serves as a role model within the research group and department Able to plan and organize a defined project Establishes priorities and organizes time to meet deadlines Able to develop and manage a budget Connects self and others with research resources Comments Strength Appropriate to Career Stage Needs Development N/A ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ Strength Appropriate to Career Stage Needs Development N/A ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ Click here to enter text. Responsible Conduct of Research Maintains data integrity, both in digital form and in a lab notebook Understands intellectual property and authorship practices Has completed responsible of research training Conducts research with impeccable ethics with respect to data analysis and interpretation, as well as ethical human and animal research practices (if applicable) Able to identify and address research misconduct Able to identify and address conflicts of interest Comments Click here to enter text. 4|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN ACCOMPLISHMENTS Note: if this is the your first IDP, use this section to list all relevant prior accomplishments. List manuscripts submitted or published this year. Include the status of submitted publications. Click here to enter text. List meeting abstracts submitted this year. Include whether this was an oral or poster publication, and who presented the work. Click here to enter text. 5|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN List your funding source(s) and projected duration of funding, even if you are not funded on your own award. List grant and/or fellowship applications submitted this year, including their status. Click here to enter text. List awards and/or honors received this year, including travel awards. Click here to enter text. List new skills and/or certifications/certificates learned this year. Click here to enter text. 6|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN RESEARCH PROJECT Outline the overall goal of your research, your specific aims and experimental approaches. Click here to enter text. 7|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN Describe your intellectual contribution(s) to the design, execution and results communication of this project. Click here to enter text. Discuss how your research contributes to the overall goals your research group, specifically, and more broadly, the significance of your research to the research field and community. Click here to enter text. 8|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN GOALS AND OBJECTIVES Long-Term Career Goals List one long-term career goal (i.e. tenure-track faculty member at a research university, research scientist at a pharmaceutical company, etc.). If you are early in your postdoctoral training and would like to explore career options further, you may list up to two. Click here to enter text. List the expected duration of your postdoctoral training. If you plan to finish in 18 months or less, estimate when you will begin your job search. Click here to enter text. Describe any further training and accomplishments you aim to complete before you begin your job search. Click here to enter text. Describe how your mentor and department can help you achieve your long-term goals. Click here to enter text. 9|Page POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN Short-Term Career Goals Postdocs: Using your self-assessment, long-term goals and self-reflections, write one or two SMART goals for each skill area (see Guidelines for Postdoctoral Fellows). Make sure that it is realistic to accomplish all of your goals within one year. Mentors: Provide constructive feedback (in “Comments”) on the postdoc’s goals and plans in each of the areas listed below. Discipline-Specific Conceptual Knowledge Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. 10 | P a g e POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN Research Skills Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. 11 | P a g e POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN Communication Skills Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. 12 | P a g e POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN Professionalism Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. 13 | P a g e POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN Leadership and Project Management Skills Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. 14 | P a g e POSTDOC NAME [Date] INDIVIDUAL DEVELOPMENT PLAN Responsible Conduct of Research Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. Goal: Click here to enter text. Plan to Achieve Goal: Click here to enter text. How Success will be Measured: Click here to enter text. Comments: Click here to enter text. 15 | P a g e