Agreement Timeline

Definitive Agreement Signed by July 1, 2016

Closing by January 1, 2017

Agreement Timeline

Undergraduate/Graduate

Education

Shared Orientation

TransdisciplinaryInterdisciplinaryApproach

Key Capabilities

Key Assets

Expertise/Solutions Design Thinking &

Customer ExperiencesPatient Experience

Biomedical /Health Research

Innovative Curriculum

Development

Innovative Integrated

Medical/Health Education

Innovative Healthcare Services

Delivery

City Education Campus &

Clinical Facilities

Biomedical Research Facilities

Innovation & Industry

Engagement

Integrated Campus Experience

Prototyping & Learning Facilities

Integrated Professional

Education

Grad-Doctoral Education & GME

Professional Learning Through Doing

3

Conceptual Model

Undergraduate/Graduate

Education

Shared Orientation

TransdisciplinaryInterdisciplinaryApproach

Key Capabilities

Key Assets

Expertise/Solutions Design Thinking &

Customer ExperiencesPatient Experience

Biomedical /Health Research

Innovative Curriculum

Development

Innovative Integrated

Medical/Health Education

Innovative Healthcare Services

Delivery

City Education Campus &

Clinical Facilities

Biomedical Research Facilities

Innovation & Industry

Engagement

Integrated Campus Experience

Prototyping & Learning Facilities

Integrated Professional

Education

Grad-Doctoral Education & GME

Integration

Preeminent

Professional

Education

Model

Empathy & Systems

Comprehensive Value

Delivery

Unparalleled Student

Experiences

Innovation through

Integrated Discovery

New Program Paradigms

Professional Learning Through Doing

4

Conceptual Model

Shared Opportunity: The Beginnings of Vision

A comprehensive university focused on transdisciplinary, experiential professional education, one that is designed to deliver high-impact education and value for students with preeminence in architecture, business, design, fashion, engineering, health, science

and textiles, informed by the liberal arts.

Shared Opportunity: The Beginnings of a Vision

Designing the Planning Process

Phase I: February-April 2016 Phase II: May-July 2016Phase III: August 2016-ongoing

Integration Timeline

Strategic Planning:committee and subcommittee work

Integration Process(based on planning recommendations)

1. Derived from Our Shared Vision Statement

2. To Drive Student Centric Value Creation

3. Research + Innovation = Discovery

4. Inclusive of Stakeholders

5. Merit Over Legacy

6. Integration vs. Independence: Decisions are Based on Future Value Creation

7. Action Oriented – Balanced Thought and Action

8. Market Driven

9. Think in Terms of the Enterprise

10. Communication is Critical

11. Financial Stewardship

12. Metrics to Determine the Success of Integration

Principles Guide the Process

Integration Guiding Principles

1. Personalized Education

2. Value of the Academic Investment

3. Focus on Student Outcomes – Graduate School or Job Placement

4. Supports/Enhances the Disciplinary Heritage (Legacy Programs) & Institutional Brand

5. Demands of the Current and Future Workforce

6. Instill Passion for the Profession

7. Leverage Technology

8. Flexibility in Programming & Delivery

9. Community Outreach & Engagement Application

Attributes are the Aspirational End State

Integration Attributes

Strategic Planning and Integration Process

• Prepare core messages and marketing communications cascade by audience —Trustees—Current/Prospective Students—Families—Faculty and Staff—Alumni—Higher Education and Press—Employers and other influencers

• Sr. Mgmt. to draft integration team support materials —Organization structure —Integration process, structure,

timeline

• Update FAQs and presentations

• Schedule Town Hall Meetings —Share high level integration process

plan and early wins

• Update Integration Websites

• Leadership to Schedule Dept. & Constituent Meetings

Designing Planning Process

• Finalize mktg. communications cascade for definitive agreement announcement—Town Halls and meetings—Press Release/scheduled interviews—Email communication —Direct mail announcements

o Prospective and current students—Updated FAQs

• Begin to create intranet site

• Begin mkt research process strategies for brand integration

• Develop synergistic strategies/ messaging specific for student recruitment

• Develop strategies/messaging specific to higher education and other influencer audiences

• Leadership holds Dept. & Constituent Meetings. Ensure communications consistency through core messages.

• Finalize and implement marketing communications rollout and events by audience for closing announcement stage and beyond—Implement integration marketing

campaign to positively support and impact student recruitment efforts

• Leadership to continue regular Town Halls and meetings

• Provide updates to integration intranet site

• Continue to answer employee questions on ongoing basis

• Provide communications support to integration team, as needed

Marketing Communications

Phase I: February-April 2016 Phase II: May-July 2016 Phase III: Aug.2016-Dec. 2019

Marketing Communications

Philadelphia University + Thomas Jefferson University

Creating a Powerhouse Comprehensive University for Professional Education

• Interprofessional, transdisciplinary and experiential learning transforms professional education.

• Delivering for students all that we’ve promised and more.

• Building even greater value for students so they can drive more value for society.

Core Messages

Administration & Support ServicesExecutive Sponsors

Kathy Gallagher & Jeff Cromarty

Academics Executive Sponsors: Mark Tykocinski,

Matt Baker & Cecilia McCormick

Content Experts will serve as critical members & be assigned to each team

Integration Executive Council

CommunicationPat Baldridge & Beth Ann Neill

Integration Management OfficeAlison Ferren

Integration Teams

• Philanthropy • Human Resources

Culture & Norms

• Finance• Marketing & PR• Legal & Risk Management• Safety & Security• Information Services & Technology• Supply Chain• Facilities & Master Planning• Partnerships

• Programs & Curriculum

• Faculty Affairs

• Innovation Entrepreneurship/Business

Development

• Research, Discovery & Design

• Teaching & Learning, Library &

Learning Spaces

• Student Experience Campus Experience Orientation Academic Support Services International Services Discipline/Governance Student Personal Counseling Athletics & Recreation

• Enrollment Management Recruitment Financial Aid

Academic Oversight and Strategic Planning CommitteeStephen Spinelli, Jr.

Integration Steering CommitteeCo-chairs: Kathy Gallagher &

Jeff Cromarty

Student ExperienceExecutive Sponsors

Christine Greb & Charlie Pohl

Integration Strategic Planning Structure

Timing: Can be accomplished in the 1st 120 days from today

Valuable: Will have a positive impact on either:‒ Enrollment

‒ Visibility/Reputation/Brand

‒ Student Experience

‒ Faculty/Staff Experience

‒ Organizational Finances

Measurable: Has clear metrics for success

Legal: Can be done as an articulation agreement before Final Agreement & Close

Sustainable: Has potential for continuation beyond the 120 day period

Early Wins: Guiding Principles

• Articulation Agreements

• Collaboration on further leveraging space in the new Health Sciences Building

• JAZ Tank Challenge

• RFP for Market Research Study

Some Early Wins

Philadelphia University Faculty/Staff ForumIntroduction to Thomas Jefferson UniversityMarch 31, 2016

Mark L. Tykocinski, M.D.Provost, TJU

Dean, SKMC

TRANSDISCIPLINARY LEARNING

✜ Across Colleges | JCIPE + NEXUS

✜ Across Departments | Institutes & Centers

✜ Across Knowledge Domains | Medicine+;

Health +; PhD+

✜ Across the Undergraduate-Graduate Divide |

New College & Degree Categories

✜ Across Institutions | Hosting Outside Experts

TRANS-

DISCIPLINARY

LIFELONG

PERSONALIZED EXPERIENTIAL

Reimagining The Education Enterprise Learning Spheres | Transdisciplinary

Design Thinking

Shaping Environments

Visual and Reflective Thinking

Creating Value

Shaping Society

Cultivating the Digital Nexus

Reimagining The Education Enterprise Transdisciplinary| Distinguishing Degrees

PERSONALIZED LEARNING

✜ Inter-institutional collaboration that creates new

training paths

✜ Accelerated and Dual Degrees

✜ Institute of Emerging Health Professions

✜ Leveraging collaboration globally

TRANS-

DISCIPLINARY

LIFELONG

PERSONALIZED EXPERIENTIAL

Logic:

✜ Student marketplace demands tailoring of degree types and paths,

along with coursework, to individual interests

-> higher, more specialized degrees, with marketability

-> undergraduate programs with graduate program linkages

-> shortened, more affordable training

Reimagining The Education Enterprise Learning Spheres| Personalized

EXPERIENTIAL LEARNING

✜ Clinical Affiliates

✜ Community Outreach

✜ JeffHOPE

✜ Refugee Health Partners

✜ Jefferson Clowns for Medicine

✜ JeffEARTH

✜ JeffMENTORS

….and many more

✜ Industry Linkages

TRANS-

DISCIPLINARY

LIFELONG

PERSONALIZED EXPERIENTIAL

Reimagining The Education Enterprise Learning Spheres| Experiential

Reimagining The Education Enterprise Experiential| More Training Sites & Applied Science

PhilaU Industry & Academic PartnersJefferson Clinical Affiliates & Mergers

LIFELONG LEARNING

✜ Curriculum redesign, cognizant of the

educational path before and after

✜ Coordination with undergraduate and

post-graduate programs

✜ Capturing the full educational continuum,

envisioning a new future for CME and

Executive Degrees

TRANS-

DISCIPLINARY

LIFELONG

PERSONALIZED EXPERIENTIAL

Reimagining The Education Enterprise Learning Spheres| Lifelong

VALUE

CREATION

HIGH VALUE

TRAINING

COLLABORATION EMPOWERMENT

VALUE CREATION

✜ Diversifying Funding Sources

✜ Filling Gaps in the Scientific

Continuum (Adding ‘Applied’ Sciences’)

Reimagining The Scientific Enterprise Research Spheres | Value Creation

Individual Programmatic

VALUE

CREATION

HIGH VALUE

TRAINING

COLLABORATION EMPOWERMENT

COLLABORATION

✜ Orchestrating Programmatic

Research Themes

✜ Building Collaborative Networks for

Programs of Distinction: Regional and

International

✜ Tailoring the Organizational

Structure to Meet the Collaboration

Imperative

Reimagining The Scientific Enterprise Research Spheres | Collaboration

Highly Focused

‘Hot Area’ for the Coming Decade

Potential for Top-5 National Status within 5 Years

3 or More Well-Funded PI’s on Campus Anchored

in the Subject Area

Strong Potential for NIH Programmatic Funding

within 3-5 Years

Regional and International Collaborators

Unique Technologies

Connectivity to Other PRTs and

Multi-Disciplinary Institutes and Centers

Linkage to an Existing Clinical Program of

Distinction

Mitochondrial Pathogenesis - MitoCare

Pattern Discovery in High Dimensional

Sequence Datasets - CMC

“Small RNA Discovery”

Prostate Cancer Working Group

– Prostate SPORE

Fibrotic Diseases – RCFD

Neurodegeneration/ALS

– Weinberg ALS Center

Airway Disease (Asthma, Airway

Inflammation & Lung Fibrosis)

- Korman Lung Center

Injury – Musculoskeletal, Heart, Brain

Hypoxic Cell Fate Smooth Muscle

Pathophysiology

- Center for Translational Medicine

Natural Immunity to Infectious Diseases

Humanized mouse models

Emerging Viral Pathogens

- Collaborative Cross

Reimagining The Scientific Enterprise Research Spheres | Collaboration

VALUE

CREATION

HIGH VALUE

TRAINING

COLLABORATION EMPOWERMENT

EMPOWERMENT

✜ Streamlining the life of the PI, with

enhanced common resources

and support services

✜ Giving successful PI’s an enterprise-

wide voice, reaching beyond their

departmental walls

Reimagining The Scientific Enterprise Research Spheres | Empowerment

PrincipalInvestigators

Faculty Service

Agreement

Sponsors

Shared Service Center• Proposal Development• Award Management• Award Closeout

Race teams embedded with Pls

Central Research Functions• Contract & Award Negotiation• Contract Execution• Proposal Submission• Compliance

Central Research Functions• Financial Report/Invoice• A/R Management• Award Set-Up in G/L• Monthly F&A Allocation

Posting

Office of Research Administration (ORA)

Sponsored Program Accounting Office (SPAO)

• Research Administration Center of Excellence (RACE) creates a tailored administrative structure separate from ORA and SPAO, focused on providing exceptional local research administration support for PIs.

• Success of RACE is dependent on strong partnerships with other constituencies (ORA, SPAO, Colleges, Departments, and Faculty).• RACE & ORA report to the Provost’s Vice President for Administration.• SPAO reports to the Controller, under the CFO.

Team 1

Research Administration Center of Excellence (RACE)

Team 2

Team 3 Team 4

RACE Director

Clinical Team

Research AdministrationOrganizational Structure

Jefferson Clinical Research Institute Integrate Clinical Trial Services

Clinical Research

SC Training

Proposal Development

Coordinator Staff

Business Operations

CDA

MCA

Budget

Contract

Invoicing

Account mgmt

Regulatory

IRB Prep

Clintrials.gov

Adverse event reporting

Amendments

Annual renewal

Monitoring

Operations

Marketing

IT/Website

JeffTrial

Networking

Strategic Planning

Research AdministrationJefferson Clinical Research Institute

VALUE

CREATION

HIGH VALUE

TRAINING

COLLABORATION EMPOWERMENT

HIGH VALUE TRAINING

✜ Elevating the caliber of research

and design trainees, via unique

programming

✜ Embedding discovery and design

within our curricula

Reimagining The Scientific Enterprise Research Spheres | High Value Training

Sidney Kimmel

Medical College

Jefferson

College of

Nursing

Jefferson

College of

Health

Professions

Jefferson

College of

Pharmacy

Jefferson

College of

Population

Health

Jefferson

College of

Biomedical

Sciences

College of

Architecture

& the Built

Environment

Kanbar

College of

Design,

Engineering &

Commerce

College of

Science,

Health & the

Liberal Arts

School of

Continuing &

Professional

Studies

Reimagining The Education Enterprise The colleges …

Mark Tykocinski, MDProvost & EVP

Thomas Jefferson University

Stephen Klasko, MD, MBAPresident/CEO

Thomas Jefferson University

Physical Therapy

Radiologic Sciences

Physician Assistant Studies

Medical Laboratory Sciences & Biotech

Couple & Family Therapy

OccupationalTherapy

Professional & Continuing Studies

Gerald Grunwald, PhDDean

Jefferson Collegeof Biomedical

Sciences

Beth Ann Swan, PhDDean

Jefferson Collegeof Nursing

Mark Tykocinski, MDDean

Sidney KimmelMedical College

Rebecca Finley, PharmDDean

Jefferson Collegeof Pharmacy

David Nash, MDDean

Jefferson Collegeof Population Health

Debra Zelnick, OTDInterim Dean

Jefferson Collegeof Health Professions

Academic PillarAcademic Leadership

Academic

Education Research

Clinical Innovation Philanthropy

One Jefferson, Four Pillars

Academic PillarCentral Administration

Vice Presidentfor Academic FinanceScott Ravenfeld, MBA

Student Affairs

Assoc. Provost for Faculty Affairs

Karen Novielli, MD

Faculty Affairs

ProvostExecutive Vice President for

Academic AffairsMark Tykocinski, MD

Chief of StaffVice President for Administration

Brian Squilla, MBA

Office of Student Life &

Engagement

Academic Infrastructure

Continuing Medical

Education

Student Personal Counseling Center

Career Development

Center for Teaching & Learning

JCIPE

Rector Clinical Skills &Simulation Center

Institutional Research

Admissions/Enrollment

International Affairs

Assoc. Provost for Academic Affairs

Vacant

Vice President for University Affairs

Janice Marini

Assoc. Provost for Student Affairs

Charles Pohl, MD

Assoc. Provost for Innovation in Education

Charles Pollack, MD

Assoc. Provost for Strategic & Academic

InitiativesCecilia McCormick, JD

ProvostExecutive Vice President for Academic Affairs

Mark Tykocinski, MD

Associate Vice Presidentfor Academic FinanceScott Ravenfeld, MBA

Office of Institutional Integrity & Governance

Research Integrity OfficerTed Taraschi, PhD

Associate Provost for Programmatic Research

Steve McMahon, PhD

Associate Provost for Clinical ResearchDavid Whellan, MD

Chief of StaffVice President for Administration

Brian Squilla, MBA

Assistant/Associate Provostfor Inter Institutional Alliances

TBN

Grants Management, ORA., RACE

Assistant/Associate Provost for Health/Population Science

TBN

Assistant/Associate Provostfor Faculty Engagement

TBN

Assistant/Associate Provostfor Shared Resources

TBNOHR & OAR

Academic PillarResearch Administration

Jefferson College of Biomedical Sciences• Biomedical Sciences (MS)• Forensic Toxicology (MS)• Microbiology (MS)• Pharmacology (MS)• Cell & Developmental Biology (MS & PhD)• Biochemistry & Molecular Pharmacology (PhD)• Genetics, Genomics & Cancer Biology (PhD)• Immunology & Microbial Pathogenesis (PhD)• Neuroscience (PhD)

Sidney Kimmel Medical College• Medicine (MD)

Jefferson College of Pharmacy• Doctor of Pharmacy (PharmD)

Jefferson College of Population Health• Applied Health Economics & Outcomes Research (MS

& Certificate)• Health Policy (MS & Certificate)• Healthcare Quality & Safety (MS & Certificate)• Population Health (MS & Certificate)• Public Health (MPH & Certificate)• Population Health Sciences (PhD)

Jefferson College of Health Professions• Cardiac Sonography (BS)• General Sonography (BS)• Health Professions Management (BS)• Health Services Management (BS)• Invasive Cardiovascular Technology (BS)• Magnetic Resonance Imaging (BS)• Medical Dosimetry (BS)• Medical Laboratory Sciences (BS)• Nuclear Medicine (BS)• Radiation Therapy (BS)• Radiography (BS)• Vascular Sonography (BS)• Computed Tomography (BS & Certificate)• Health Services Management Information Systems

(BS & Certificate)• Biotechnology (BS & MS)• Cytotechnology (BS & MS)• Occupational Therapy (BSMS, EMOT, OTD & PP-OTD)• Family Therapy (MFT)• Medical Laboratory Sciences (MS)• Physician Assistant Studies (MS-PAS)• Radiologic & Imaging Sciences (MS)• Physical Therapy (DPT)

Thomas Jefferson UniversityThe Colleges – Academic Degree Programs

Jefferson College of Nursing•Prelicensure Bachelor of Science in Nursing (BSN)•FACT- 1 Year (BSN)•FACT- 2 Year (BSN)•Adult Gerontology: Acute Care Nurse Practitioner (MSN)•Adult Gerontology: Primary Care Nurse Practitioner (MSN)•Adult Gerontology: Clinical Nurse Specialist (MSN)•Community Systems Administration (MSN)•Community Systems Administration: Family-Individual Across the Lifespan Nurse Practitioner (MSN)•Community Systems Administration: Nursing Informatics (MSN)Family-Individual Across the Lifespan Nurse Practitioner (MSN)•Neonatal Nurse Practitioner (MSN)•Nursing Informatics (MSN)•Pediatric Primary Care Nurse Practitioner (MSN)•Women’s Health: Gender Related Nurse Practitioner (MSN)•Post-Bachelor of Science in Nursing (DNP)•Post-Master of Science in Nursing (DNP)•Post-BSN to DNP Nurse Anesthesia (DNP)

SKMC, 1056

JCBS, 287

JCHP, 878

JCN, 950

JCP, 277

JCPH, 244

Distinctive Academic Assets• Comprehensive Medical & Health Education• Interprofessional Education & Simulation

Center• Extensive network of clinical affiliates• Global collaborations

Academic PillarResearch Administration

Faculty Affairs & GovernanceFaculty Senate | Senate Composition

24 Senators

Elected by Academic Divisions & Serve Four-Year Terms

Senator Representation among the Colleges:

Sidney Kimmel Medical College (SKMC) 8

College of Biomedical Sciences (JCBS) 4

College of Health Professions (JCHP) 4

College of Nursing (JCN) 4

College of Pharmacy (JCP) 2

College of Population Health (JCPH) 2

• President & Secretary

Must be from two different Academic Divisions

Serve Two-Year Terms

• Standing Committees:

Policy Committee

Education Committee

Infrastructure Committee

Faculty Affairs Committee

Research Committee

Committee Membership: Where possible, each committee has at

least one representative from each college; academic divisions

without representation may designate a faculty member to serve as

an Affiliated Member of the committee.

Faculty Affairs & GovernanceFaculty Senate | Senate Officers & Committees

Faculty Affairs & GovernanceFaculty Senate | 2015-16 Senate Actions

Partnering with Human Resources to address and enrich communications

regarding health benefits and wellness

Partnering with University Research Committee to actively enhance the

research climate

Partnering with IS&T to enrich the technology needs of the research faculty

Partnering with Human Resources to create a Child-Care Needs

Assessment for all Jefferson Faculty and Staff

Faculty Affairs & GovernanceFaculty Governance | SKMC Example

The General Faculty Shall Consist of all persons who hold an academic appointment to the faculty of the College.

•Function

•Provide education and research of the highest quality

•Promote close liaison among all professional personnel

•Consider matters of general interest

•Promote welfare of the College

•Participate in institutional activities

The Executive Council shall consist of the Dean as Chairperson and the President, ex officio, the Chairpersons of the Departments and two elected representatives from the Professorial Faculty.

•Authority

•Bylaws and Rules of the College

•Faculty Appointments & Promotions

•Faculty Welfare

•All other academic matters not delegated to the Professorial Faculty

The Professorial Faculty shall consist of the President of the University, the Deans and Officers of the Medical College, and all members of the faculty who hold academic rank (prefixed or unprefixed) of Professor and Associate Professor.

•Authority

•Admission & Promotion of Students

•Student Affairs

•Curriculum

•Research & Academic Freedom

General Faculty Executive Council Professorial Faculty

39

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