4th National CPD Conference

Strategic Planning for CPD in an Information Age

Rachel Ellaway Ph.D.Assistant Dean and Associate Professor, NOSM

Disclosure statement

I have no involvement with industry or any other entity that constitutes a conflict of interest to disclose with respect to this presentation.

Workshop

• Building on the presentation• And your own experiences and ideas• Develop a CPD strategic plan for an

Information Age

What is a strategy?

• Operations > tactics > strategies• A plan of action to realize a broad vision• Predicts future needs• Identifies goals, values and ideals• Plans to be able to meet and/or realize

them• In a particular context, culture, community

Provenance

• Who’s it for?• Who’s it from?• Who gets to tell who to do what?• Authority, legitimacy• Domain authority• Expertise authority• Representativeness• Accountability

Impact

• What happens if it’s enacted?• What happens if it’s not?• What do you want it to do?• What do you expect it to do?

Components

• People• Services• Tools and infrastructure• Projects• Management• Communication

Formal and Informal

• Formal– Academic programs– Research– CME/CPD– Training & courses

• Informal– Learning organization– Projects, pilots– Mentors, networks, SIGs– Research

Cultures

• Clinical vs e-learning• Clinical factors

– Clinical systems– Security, confidentiality

• Educational vs e-learning• Administrative vs e-learning

– ERP– Business cultures– Power

It all starts to look like PM

Project management:• Deliverables• Timescales• ResourcesPlus:• Vision• Major themes• Priorities• Enablers

Components – all high level

• Vision• Major themes• Priorities• Enablers• Deliverables• Timescale• Resources• Integration• Evaluation and QA

Strategy Components

• Vision• Priorities

• Enablers• Deliverables

• Evaluation• Contingencies

1:2:

3:

Vision and Priorities

• Vision– Simple clear statements– Cognizant of definition and scope– Cognizant of stakeholders– The way the world should be

• Priorities– 3-8 key discrete themes and concepts– Couched as priorities– Each is itself a clear unambiguous vision

Enablers and deliverables

• Enablers– For each priority

• What exists that enables it?• What is needed to enable it?

• Deliverables– For each priority

• What will be achieved• When will it be achieved

Evaluation and Contingency

• Evaluation– How will you know you’ve succeeded?– How will anyone else know?– What data/process/reporting is required?

• Contingency– What happens if things don’t work out?– Plans B, C, D etc– Show continuity, impact etc

Activity 1: FLIP

• Develop a strat plan for the eCPD Unit• Work in groups of 5• Steps:

– Create an institutional profile (HT)– Develop a vision, 3-5 priorities– Identify enablers, deliverables – How will you evaluate?– What contingencies will you have?– Present vision and one critical priority

Activity 2: FLIP again

• Page 2 – flip for confounding new factors• Redevelop plan in response• What did you change, why and with what

effect?

What did we learn?

4th National CPD Conference

Strategic Planning for CPD in an Information Age

Rachel Ellaway Ph.D.Assistant Dean and Associate Professor, NOSM