ccsg site visit: are you ready? cancer center administrators’ forum april 2014 presented by: anita...
TRANSCRIPT
CCSG Site Visit: Are You Ready?
Cancer Center Administrators’ ForumApril 2014
Presented by:
Anita L. Harrison, MPAAssociate Director of Administration, Hollings Cancer Center, Medical University of South Carolina
Site Visit Info
NCI contacts you before the written CCSG submission to identify site visit dates and persons who would have conflicts of interest (COI) in reviewing your application
Site visit is 4-5 months after grant submission
You will be asked to provide several possible dates over a 2 month period; site visit will be on a Tues, Wed or Thurs(site visits are not held on Mon or Fri)
NCI might ask for hotel suggestions but NCI will arrange hotel and travel for site visitors
Conflicts of Interest (COI) – External Advisory Board (current and past); know who is on parent committee and review for COIs (former faculty, current collaborators, etc.)Parent Committee: NCI web site/Advisory Boards
Advice 1: Don’t Wait
Ideally: Don’t wait until the day after the CCSG grant submission to begin planning your site visit
Have a separate team working on site visit logistics 2 or more months before the grant submission
Identify suitable conference room for site visit
Notify and block travel for your Center and institutional leadership for the two months that your site visit may occur
Set dates for rehearsals and dress rehearsals; 1-2 should include EAB
Begin/finalize NIH biosketches for all membership
Web site should be updated/match grant May need updated photography for PPT slides; if video is planned,
begin making arrangements Facility cleaning/repairs/upgrades
Advice 1: Don’t Wait
Ideally: Don’t wait until the day after the CCSG grant submission to begin planning your site visit
If you don’t have superb graphics talent on your staff, retain someone for 4-5 months leading up to site visit
Update pilot project investments – return on investment stats to be used in Developmental Funds (assuming you requested pilot project funding)
Begin collecting/reviewing meeting/retreat documentation
PRMS documentation (meeting and IIT documentation)
Set template for shared resource posters; set template for presentations
Identify and formalize contract with presentation coach (if used)
Develop a pending grant tracking mechanism in preparation of report
Advice 2: Site Visit Room Set Up
Size of site team depends on size of Center; average site team is in the 20-25 person range
Room needs to be spacious enough to allow each reviewer plenty of “elbow” room (to open meeting book, have a lap top open and a place for plate/drink)
Other designated seating areas needed for: Senior Leadership Other Center leaders/staff and institutional guests Designated area for NCI staff (2-4 people) Designated area for documentation (meeting minutes)
Advice 2: Site Visit Room Set Up
Seating
U shape is best layout for site visitors; prepare name tents for site visitors (and NCI staff); prepare name tags too
Provide the most comfortable chairs for site visitors and NCI staff
Assign all seats for guests—strategically place key leaders
Most common complaint at site visits: TEMPERATUREKnow who to call to adjust temperature quickly. Test it. - Make sure there are no scheduled fire drills, construction noises, etc.
Remind everyone to turn off pagers, phones, etc.
Post staff outside door to enforce; ban use of devices during site visit
Table for beverages/snacks in room, but lunch set up in separate room (Site visitors in executive session during lunch, need separate room for lunch for Center leadership)
Advice 2: Site Visit Room Set Up
IT/audiovisual Have back up computer/projector plans Every reviewer should have access to power strips for computers
(have wires taped down in advance) Every 2-3 reviewers need access to table top microphone Have wireless access to internet for site visitors IT/audiovisual people must be involved in all dress rehearsals
Documentation Have table in room if possible with all documentation (senior
leadership meetings, program leader meetings, EAB meetings, strategic plan, evidence of any Center-sponsored research activities)
Have USBs available of grant as well as one hard copy Provide mini prints of shared resource posters Consider placemats identifying leadership, programs, SRs
Advice 3: Site Visit Preparations
Agenda is much more restricted under new guidelines - every minute is accounted for, no room for overages
- agenda reviewed approved by NCI SRO
- must have presentation time and Q&A time equal for every component
Dress rehearsals (including catering, institutional leaders, tours)the number depends on the experience of the institution/leadership; 2 is a bare minimum; there should be at least 4-5 other modified/non-dress rehearsals
To script or not to script Advantage: easier to control time; ensures that main points are made Disadvantage: risk of putting reviewers to sleep Have a time keeping/alert system
Slides - use a common template but don’t force it - ban laser pointers; use effective animation
Consider the gender balance of your site visit presentations
Do all of your Senior Leadership have a role in the site visit? Try to feature all of your Sr. Leaders
Coach your presenters not be to defensive when questioned; have Director follow up in closing remarks
Research your site visit team and share the information with your leadership; might help anticipate questions
Arrange critical institutional leadership to stay for entire site visit (Dean, President, Provost)
Hotel to Center transportation: have staff with phone on-site at hotel to escort site visitors; plan elevator strategy
Other Site Visit/Presentation Tips
Administration no longer expected to present but must have Q&A during site visit
All scored elements should be clearly addressed in the presentations during the site visit- 6 essential characteristics (highlight changes/improvements)
- Planning and Evaluation - Senior Leadership (not just who they are, but what they
have done to move the Center forward) - Developmental Funds
Program Presentations – 15-18 slides (well rehearsed)- Title Slide - Program Expertise- Scientific Goals/Themes - 3 Scientific Examples (1-2 slides ea)- Program Features - Future Plans- Center’s Value Added to Program - Q&A slide
Other Site Visit/Presentation Tips
Advice 4: Administrative Review
The Administrator is typically “pulled out” of the meeting just after the Director makes his/her first presentation for a discussion with the Administrative Reviewer for about an hour or less; have a 2nd in command in the site visit room who has been introduced to SRA
Typical data requests at this meeting may include: Request for updated information based on discussions from the
reviewers the night before (status of pending grants, needing updated or missing biosketches, updated or missing budget information, clinical trial number discrepancies, etc.)
Clarifications on the Center’s budget—total Center budget for most recent FY and the sources of support for that budget for the most recent FY (pie charts are often helpful in conveying this info)
Advice 4: Administrative Review
A. Harrison typically looks for how the Administration supports the Center’s research efforts (similar to that of any shared resource)
How does the staff administration participate in the Center’s decision making, planning and evaluation processes?
Does the administration have adequate IT systems in place to provide efficient and effective services?
How does administration foster the development of research and research collaborations?
Advice 5 : Poster Session (optional)
Poster data/info should match the write up or be clearly labeled as updated Shared Resource (SR) Director should be able to clearly articulate
the differences between the write up and the poster Be sure to carefully label the graphs and what they represent
Present exciting science that was produced with the shared resource (largest portion of the poster)
SR Director: have usage logs at the poster Administration should review these logs prior to the site visit to make
sure data matches written grant
Advice 5 : Poster Session
If Shared Resource Director has communication or attitude challenges, place an Associate Director/Program Leader at that poster; each poster should have at least 2 representatives in case the site visitors want to tour resource
If Co-SR Directors, be prepared to discuss the distinct responsibilities of each
Rehearse the Shared Resource Directors too! Oftentimes Shared Resources that are part of a larger University
service are not as connected to the organization of the Cancer Center; make sure they are knowledgeable about the research programs and what exciting cancer research is ongoing
Be prepared to answer questions about subsidies and budget request
Advice 6 : Tours
Rehearse tours to every SR (path to getting to all sites of the resource; resource should have signage, prep staff, etc.)
Clinical Trials (no longer a SR) but are toured during this time Reviewers typically “quiz” the staff to make sure that the unit that
was described on paper is “real” Reviewers may ask for a demo of the capabilities of the IT system
supporting the clinical trials unit Typically, reviewers want to know the time it takes to open a study at
the Center If clinical coordination of trials is “decentralized”, are their shared
SOPs, standards, communications, any dual reporting authority Clinical trials unit should be restricted access, locked cabinets and
clear observances of HIPAA
Site Visit Expenses
Poster printing and graphic design Use a graphic designer to work with your Shared Resource
Directors and leaders for their PowerPoint
Site visit book for each reviewer (prefer spiral bound) Agenda, color copies of slides, small poster prints, etc
Food for breakfast, snacks and lunch (all participants)
Transportation for site team to and from hotel and for tours to shared resources (if needed)
Site Visit Expenses
Additional audiovisual (may be extra costs)
Additional honoraria/travel for EAB members if they attend dress rehearsals
Presentation Coaches
Hollings Cancer Ctr’s Site Visit Expenses
CCSG Written Preparation Expenses
Fed Ex $79.42
Flash Drives $400.00
Copies/Printing $1,103.05
Temp Personnel (Grace Hummel) $11,752.02
Reviewers/Editor $16,385.12
$29,719.61
CCSG Site Visit Preparation Expenses (excludes ESAB expenses for 2 rehearsals)
Transportation $300.00
General Supplies $2,691.25
Food $3,532.96
Posters/Book Printing $7,605.84
Graphics/Photos/Video $11,855.00
Temporary Personnel (Grace Hummel) $11,752.02
Facilities (painting/cleaning) $12,190.25
Coaches $22,785.25
$72,712.57