1. 4 th National CPD Conference Strategic Planning for CPD in an Information Age Rachel Ellaway Ph.D. Assistant Dean and Associate Professor, NOSM

2. 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.

3. Workshop Building on the presentation And your own experiences and ideas Develop a CPD strategic plan for an Information Age

4. 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

5. 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

6. 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?

7. Components People Services Tools and infrastructure Projects Management Communication

8. Formal and Informal Formal –Academic programs –Research –CME/CPD –Training & courses Informal –Learning organization –Projects, pilots –Mentors, networks, SIGs –Research

9. Cultures Clinical vs e-learning Clinical factors –Clinical systems –Security, confidentiality Educational vs e-learning Administrative vs e-learning –ERP –Business cultures –Power

10. It all starts to look like PM Project management: Deliverables Timescales Resources Plus: Vision Major themes Priorities Enablers

11. Components – all high level Vision Major themes Priorities Enablers Deliverables Timescale Resources Integration Evaluation and QA

12. Strategy Components Vision Priorities Enablers Deliverables Evaluation Contingencies 1: 2: 3:

13. 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

14. 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

15. 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

16. 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

17. Activity 2: FLIP again Page 2 – flip for confounding new factors Redevelop plan in response What did you change, why and with what effect?

18. What did we learn?

19. 4 th National CPD Conference Strategic Planning for CPD in an Information Age Rachel Ellaway Ph.D. Assistant Dean and Associate Professor, NOSM