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WHERE
SCIENCE, MANAGEME
NT, AND
ADMINISTRATION
MEET
Lessons Learned from Large, Multi-Site
Programs
Introduction
   Contracting and budgeting
   Strategies for large scale
    communication
   General management of large scale
    network projects
   Working with external partners
   Privacy and human subjects
Management
Challenges and Strategies
Multi-site, multi-year, multi-
aims…
              Develop Project Management
Keys to
success:      Plan
Project        Complexity tends to
management
plan buy-in     increase
Sufficient     Competing demands
resources

Documenting
               Prioritizing
lessons
learned        Evaluating progress
Multi-site, multi-year, multi-aims
…
Keys to         Identify Your Team
success:

Strong           Motivating others to meet
leadership
                  deadlines
Clear
communication    Differing institutional
plans
                  cultures
Team building
                 Managing internal team

                 Managing external team

                 Managing funders
Multi-site, multi-year, multi-
aims…
Keys to           Identify Risks
success:

Identifying and    Coordinating IRB
using tools to
reduce              schedules and
administrative
burden              interpretations
                   Understanding Privacy

                    policies and practices
                   Administrative hurdles
Contracting
Challenges and Strategies
Cancer Research Network (CRN)

          Awarded in 1999 to Group Health
          Cooperative Agreement from NCI
          A network to study and improve
           cancer care
          7-15 subrecipients
          Complex award
          Multiple awards
Using the Resources of HMORN

              Cancer Research Network (CRN)
Use
HMORN          “field tests” the HMORN Template
template      HMORN Template simplified DUA
              HMORN Template was used to
               issue CRN subawards for the next
               5 years.
              GOAL – Initiate subs in 60 days
Guiding Principles

Reciprocity
                Reciprocal  Terms and Conditions
Planning
                Engage CRN sites in the process
Transparency
                Be transparent in communication
                Be flexible
Integrated      Plan Ahead
Team
                Develop a standard process (LEAN)
                Integrated Team – shared workload
Shared
Workload
                Measurement
Measurement - Data Points

   Award date
   Initiation date of main subaward
   Return date of subaward
   Volume
Results
                              Main Subaward Intiation Days: With Vs. Without
                                                Revision

                        250

                        200
 Mean Initiation Days




                                    193

                        150

                        100                                     104
                                                94
                                                                                               84
                         50                                                     47

                          0
                                Year 9     Year 10         Year 11        Year 12         Year 13
                                                          CRN Year

                                          Main Subaward Days to Initiate (without revision)

                                          Revised Main Days to Initiate
Results
                                 Mean Days to Initiate Main Subaward (Revised)
                                             and Overall Volume

                           250                                                                            70

                                     193                                                                  60
                           200
    Mean Initiation Days




                                                                                                          50




                                                                                                               Volume of CRN
                                                                                                                Agreements
                           150                                                                            40

                           100                                                                            30
                                               71
                                                             55                 47                        20
                           50
                                                                                             18           10

                            0                                                                             0
                                    Year 9   Year 10      Year 11            Year 12      Year 13
                                                        CRN Year


                                                       Revised Main Days to Initiate

                                                       Overall Volume of CRN Agreements (Subs and Mods)
HMORN Template a Success
   What helped?
   Using a standard, fair template
   Pre-review and approval by all sites
   Scopes of Work ready prior to award date
   Building a team and a standard process
   Building relationship with CRN colleagues
   Understanding the issues; timely strategic planning
   What caused delays?
   Budget cuts
   Delays in template approval
   Sponsor prior approvals
Large Scale Communication
Challenges and Strategies
Challenges for Communication
 Scale
 Different types of institutions with
  different cultures
 Different types of people to
  communicate with
 Different types of communication
  needed
 Bridging role in in-person and virtual
  relationships
Scale of Communication

TOO busy          Large numbers of people to reach
Millions of         Differentmessages for different
emails a day         stakeholders
Irrelevance         Communication frequency
alert

“Not THEM
                  Audiences are consistently over
again….”           burdened by communication
                    Difficult
                             to engage
                    How to know if you’re getting to them
                     – did they open the email?
Strategies

PROGRAM
MANAGE-
           Same person should send
MENT        all of the communications
            about the program
           Need the right person to be

            “on” the communication
            piece
           Make a communication
            plan
Strategies

RELATIONS
HIP
             BEST: In-person interactions
             2nd BEST: Phone calls
BUILDING


             Regular conference calls
                 Setup consistent schedule and do
                 not cancel
               Transparency in
                communication
                 See   handout
Strategies

EFFECTIVE-
NESS
              Walk fine line between
               effective communication
               and pestering
              Use the technology

               available
              Use many different formats

               to communicate same
               message
KIM LANE
KIMBERLY.LANE@CHANNING.HARVARD.E
DU
SHERRY LEE LAUF
LAUF.S@GHC.ORG
SARAH MADRID
SARAH.MADRID@KP.ORG
LEAH TUZZIO
TUZZIO.L@GHC.ORG

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Where Science Management and Administration Meet LANE

  • 1. WHERE SCIENCE, MANAGEME NT, AND ADMINISTRATION MEET Lessons Learned from Large, Multi-Site Programs
  • 2. Introduction  Contracting and budgeting  Strategies for large scale communication  General management of large scale network projects  Working with external partners  Privacy and human subjects
  • 4. Multi-site, multi-year, multi- aims… Develop Project Management Keys to success: Plan Project  Complexity tends to management plan buy-in increase Sufficient  Competing demands resources Documenting  Prioritizing lessons learned  Evaluating progress
  • 5. Multi-site, multi-year, multi-aims … Keys to Identify Your Team success: Strong  Motivating others to meet leadership deadlines Clear communication  Differing institutional plans cultures Team building  Managing internal team  Managing external team  Managing funders
  • 6. Multi-site, multi-year, multi- aims… Keys to Identify Risks success: Identifying and  Coordinating IRB using tools to reduce schedules and administrative burden interpretations  Understanding Privacy policies and practices  Administrative hurdles
  • 8. Cancer Research Network (CRN)  Awarded in 1999 to Group Health  Cooperative Agreement from NCI  A network to study and improve cancer care  7-15 subrecipients  Complex award  Multiple awards
  • 9. Using the Resources of HMORN  Cancer Research Network (CRN) Use HMORN “field tests” the HMORN Template template  HMORN Template simplified DUA  HMORN Template was used to issue CRN subawards for the next 5 years.  GOAL – Initiate subs in 60 days
  • 10. Guiding Principles Reciprocity  Reciprocal Terms and Conditions Planning  Engage CRN sites in the process Transparency  Be transparent in communication  Be flexible Integrated  Plan Ahead Team  Develop a standard process (LEAN)  Integrated Team – shared workload Shared Workload  Measurement
  • 11. Measurement - Data Points  Award date  Initiation date of main subaward  Return date of subaward  Volume
  • 12. Results Main Subaward Intiation Days: With Vs. Without Revision 250 200 Mean Initiation Days 193 150 100 104 94 84 50 47 0 Year 9 Year 10 Year 11 Year 12 Year 13 CRN Year Main Subaward Days to Initiate (without revision) Revised Main Days to Initiate
  • 13. Results Mean Days to Initiate Main Subaward (Revised) and Overall Volume 250 70 193 60 200 Mean Initiation Days 50 Volume of CRN Agreements 150 40 100 30 71 55 47 20 50 18 10 0 0 Year 9 Year 10 Year 11 Year 12 Year 13 CRN Year Revised Main Days to Initiate Overall Volume of CRN Agreements (Subs and Mods)
  • 14. HMORN Template a Success  What helped?  Using a standard, fair template  Pre-review and approval by all sites  Scopes of Work ready prior to award date  Building a team and a standard process  Building relationship with CRN colleagues  Understanding the issues; timely strategic planning  What caused delays?  Budget cuts  Delays in template approval  Sponsor prior approvals
  • 16. Challenges for Communication  Scale  Different types of institutions with different cultures  Different types of people to communicate with  Different types of communication needed  Bridging role in in-person and virtual relationships
  • 17. Scale of Communication TOO busy  Large numbers of people to reach Millions of  Differentmessages for different emails a day stakeholders Irrelevance  Communication frequency alert “Not THEM  Audiences are consistently over again….” burdened by communication  Difficult to engage  How to know if you’re getting to them – did they open the email?
  • 18. Strategies PROGRAM MANAGE-  Same person should send MENT all of the communications about the program  Need the right person to be “on” the communication piece  Make a communication plan
  • 19. Strategies RELATIONS HIP  BEST: In-person interactions  2nd BEST: Phone calls BUILDING  Regular conference calls  Setup consistent schedule and do not cancel  Transparency in communication  See handout
  • 20. Strategies EFFECTIVE- NESS  Walk fine line between effective communication and pestering  Use the technology available  Use many different formats to communicate same message
  • 21. KIM LANE KIMBERLY.LANE@CHANNING.HARVARD.E DU SHERRY LEE LAUF LAUF.S@GHC.ORG SARAH MADRID SARAH.MADRID@KP.ORG LEAH TUZZIO TUZZIO.L@GHC.ORG

Notes de l'éditeur

  1. We identified some of the key areas where admin can derail a project. We present some lessons learnedKey to success is for project is for science and management arms harmonized across these highlighted topics. This allows for the most efficient implementation of scientific protocol.
  2. Managing complex projects offers opportunities and challengesM-S example: 5 yr, 28 collaborators, unknown funding but up to $100m – how are we going to do this? What we did vs what I would do now. What is the threshold you can reasonably manage – need guidance. We focused on scientific infra. Failed to see they needed they same strategy and planning energy. ensuring sufficient funding for PM, tools and general support so things are not bogged down by admin support Staffing up – weighing priorities, understanding what is a must and a nice to have
  3. Thank you! Recognition, shared leadershipUnderstand how each institution operates, what is important how they do thingsDiffering cultures – important at outset to understand Describe healthcore & humana (for-profit) , vandy (medicaid) and aetna ( pure insurance, no research)
  4. Example of study where IRB had differing determinations, sometimes different aims and different sites, mixed review for ceding IRB, exempt, Crafting protocols that clarify who does what, maybe IRB protocol. Privacy rules can be influenced by state regs – small cell count issue, duas, time, taking time to really understand who needs what, when, why. Mixed use of HMORN DUA template – site lawyer/contract managers need to buy in. Eg. DPM also has to deal with hPHC. Transition to contract hold ups and Sherry’s piece.
  5. - Lots of people to reach and they’re all extremely busy, hard to engage HMOs, academic, for-profit sponsors, sub-recipients phone, email, webinars, newsletters, websites as a program manager you have a responsibility to bridge the many different people and institutions involved in large scale programs, this includes ensuring there is effective communication among them
  6. High level – broader, emphasis on ultimate goals and large milestonesProject teams – more detailed, interim goals/milestones
  7. Your primary responsibility as a program manager is to keep the trains running on time – make sure projects are on track, liaison with sponsors, with your in-house people, with all your project personnel both locally and off-site – communication is a critical component of your work, and can be hard to get right.Communication should ideally be consistent, planned, and predictable. Have the same person send out all the communications for your project – for example, most of you probably know that Sarah McDonald sends all the official CRN communications, so you know when you see an email from Sarah McDonald it’s probably going to be news about some aspect of the networkIt’s really important to get the right person to be the communication glue. Face it, most of us in this work are introverts, and communication isn’t always the easiest thing for us. So if you’re not comfortable with it, find someone who is and stick with him/herMaking a communication plan that outlines your different stakeholder groups, the frequencies and types of communication needed for each will take you a long way toward achieving consistency and effectiveness in your communications.
  8. The most important thing you can do to improve your communications with your stakeholders is to create and maintain effective relationships with them. We all know how meeting face to face the people we work with routinely makes our work relationships easier and often more fun: you have a better sense of their personalities, you can gauge their tone a little better, and develop a broader base for a positive relationship. But if you can’t get together in person, pick up the phone and call – you can always follow up with an email if you discuss things that need to be documented. Talk to your sponsor/program officer, your grants management specialist; use your bridging role to bring together your institutional admin people with your sponsors and program affiliates. There’s almost no such thing as too much communication.
  9. - You don’t want them to ignore you – avoid crying wolf – but you want your communications to be regular, informative, and concise- Webex, project blogs, websites, Constant Contact- Email, conference call, monthly newsletter, meetingsOther strategies: Including “Not Important” in the subject actually encourages people to look at the emailEveryone looks at emails about awards, carryforwards, etc., so include a “$” in the subject line