1. The Educator’s Portfolio: Creation and Evaluation
DI- welcome, opening, introductions
David M. Irby, PhD
Kanade Shinkai, MD, PhD
Brian Schwartz, MD
University of California, San Francisco Academy of Medical Educators

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3. Agenda for the session Introduction and overview of EP 2.0 (20 min)
Create an Executive Summary (30 min)
Write Detailed Descriptions (30 min)
Evaluate Detailed Descriptions (30 min)
General discussion (10 min)
Academic advancement (60 min) DI

4. Purpose of the Educator Portfolio
Highlight current, best work and impact
Who are you as an educator?
Describe contributions in format for review
Promotions committees
Letter writers
Annual review with supervisor
Align with CV in ADVANCE and AME
Start with Educator Roles DI
Purpose & Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

5. What are Educator’s Roles?
Teaching
Activities
Curriculum Development
Learner
Assessment
Mentoring
& Advising
Educ Leadership
& Administration DI
Purpose & Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

6. Detailed Descriptions
Executive Summary
List up to 5 of your most significant contributions to education in the following roles:
Teaching (mandatory)
Curriculum Development, Instructional Design/Tech
Educational Leadership
Mentoring
Learner Assessment KS
You have Vanja and other examples to use
Purpose & Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

7. Detailed Descriptions
Executive Summary
List up to 5 of your most significant contributions to education in the following roles:
Teaching (mandatory)
Curriculum Development, Instructional Design/Tech
Educational Leadership
Mentoring
Learner Assessment KS
You have Vanja and other examples to use
Purpose and Educ. Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

8. Detailed Descriptions
Executive Summary
List up to 5 of your most significant contributions to education in the following roles:
Teaching (mandatory)
Curriculum Development, Instructional Design/Tech
Mentoring
Learner Assessment KS
You have Vanja and other examples to use
Purpose and Educ. Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

9. Detailed Descriptions
Executive Summary
Identify and describe each significant contribution in one sentence. The first contribution must be teaching.
Using no more than two or three additional sentences under each contribution, explain the activity, your contribution, what was achieved and any impact. KS
You have Vanja and other examples to use
Purpose and Educ. Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

10. Executive Summary Example
Vanya Douglas, MD
Assistant Clinical Professor of Neurology
Member of the Academy of Medical Educators KS
His Portfolio:
Purpose and Educ. Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

11. KS

12. Detailed Descriptions
Exercise A
Download template:
Use the Executive Summary template
Describe your 1-5 most important contributions to education at UCSF
Label by educator role (e.g., teaching, mentoring, leadership, etc.)
Pair, share and report KS
Purpose and Educ. Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

13. EP 2.0: Detailed Descriptions
Select within Executive Summary
2 pages maximum
Templates for all 5 educator roles
You will be using a teaching role for the workshop KS
Purpose and Educ. Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

14. Template for Detailed Description: Teaching Role
Your role
Learners and contact
Builds on best evidence/practice
Goals and learning objectives
Methods
Results impact
Dissemination
Reflective critique KS

15. Detailed Descriptions
Exercise B
Using the template for the “teaching role”, pick one of your important contributions and begin filling out the template for it
Consult with person next to you DI
Purpose and Educ. Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

16. Development of Criteria
Education as Scholarship
Boyer
Glassick
Fincher
Documentation standards for Educational Scholarship
-2006 Kirkpatrick
Simpson
Criteria for Evaluating Educational Scholarship
Gusic
Criteria for evaluating roles DI
Defined roles and documentation standards
Advocated for teaching as scholarship, guidelines for evaluation teaching
Purpose and Educ. Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

17. Excellence, Scholarly, Scholarship
Criteria
Teaching Excellence
Scholarly Teaching
Scholarship of Teaching
Quantity & Quality
Builds on the Field
Public
Peer Review
Advances the Field DI
Simpson D, et al. Advancing educators and education by defining the components and evidence associated with educational scholarship. Med Educ. 41:1002–1009, 2007.

18. Criteria for Excellence in TeachingDI

19. Detailed Descriptions
Exercise C
Apply Criteria
Use the evaluation criteria to evaluate the sample teaching activity
Discuss
How do the criteria help you judge the faculty member’s work? How could it be strengthened?
How can the criteria help you write or rewrite your entry?
Report out DI
Purpose and Educ. Roles
Executive Summary
Detailed Descriptions
Evaluation Criteria

20. Summary of Portfolio 2.0
Executive summary of 1-5 significant contributions to teaching and education (in 1 page)
1-3 specific examples of most significant contributions to teaching and education (no more than 2 pages per example) KS

21. Frequently Asked Questions
FAQs:
Templates and instructions: KS

22. Resources These Slides UCSF Academy of Medical Educators Portfolio
Will be posted on AME website for reference
UCSF Academy of Medical Educators Portfolio
AAMC Toolbox
Gusic M, Amiel J, Baldwin C, Chandran L, Fincher R, Mavis B, et al. Using the AAMC Toolbox for Evaluating Educators: You be the Judge!. MedEdPORTAL; Available from: KS

23. http://tinyurl.com/oqdgv8w Survey
KS – move slide 23 “summary of Portfolio 2.0 here and then launch into FAQ, Resource, and survey (in that order)?

24. Academic Success at UCSF
Elena Fuentes-Afflick, MD, MPH, Vice Dean for Academic Affairs, SOM
Paul Garcia, MD, Associate Dean for Academic Affairs, SOM
Brian Alldredge, PharmD, Vice Provost for Academic Affairs, UCSF DI