Rules of Engagement: Establishing Clarity, Credibility, Collaboration

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1 Webinar Series Beyond Grant Writing: Effective Practices for Engaging with New Client PIs as a Research Developer Rules of Engagement: Establishing Clarity, Credibility, Collaboration Dawn McArthur, PhD Head, Research & Technology Development Child & Family Research Institute University of British Columbia / BC Children s Hospital M Dawn McArthur (12 Mar 2014) The information contained herein is protected by copyright to M Dawn McArthur. Material on this site may be quoted or reproduced for private, non-commercial purposes without prior permission as long as a proper citation is given.

2 overview Ø Presentation (~40 min) Ø Questions & Answers (~20 min) Defining your role: What it is, what it might be, what it is not clarity: activities, variables, issues Interacting with individuals (new or established faculty) credibility: common language, goals, plans Interacting with groups and teams collaboration: interaction, leadership

3 why? evolving roles and systems we may be new to research development or to location, discipline, research community we often work with people who don t know us we work in a constantly changing landscape we have little control over many factors that affect our work

4 why? frequently asked questions what is the scope of my role? how do I describe my role? how can I explain that I m here to help? how do I get someone to take my advice seriously? what can I do when a researcher.?

5 why? have you heard So what do you do? Because I ve worked with someone like you in the past it wasn t very helpful Don t worry about the research sections you won t understand those parts just make it pretty Do you understand that instruction does it matter? I totally trust you please just do it for me Are you going to waste my time? Why are you arguing with me? I m the expert Make sure that you are polite when you speak to If I give this to you Friday afternoon, can you do it on the weekend?

6 clarity defining your role You activities variables issues what it is what it is not what it might be Researcher Funding

7 clarity defining your role grants administration funding opp

8 clarity activities tech transfer research plan/design funding opportunities proposals grants administration CVs/bios budgets proposals plans projects ideas awards research disciplines

9 clarity variables individuality culture ego responsibilities roles / style job title goals needs needs expectations motivations personality experience context autonomy

10 clarity variables submitted for paper details funded with ideas big picture

11 clarity issues the middle ground yes maybe no ways of thinking & doing analytical vs creative single vs multi-tasking methodical vs incubator now vs later alone vs with others will might won t can may be able to no boundaries

12 credibility interactions You with individuals Researcher Funding

13 credibility how trustworthy, reliable and competent we are considered to be level of confidence others have in us to do our job well and with integrity must be earned is not permanent best tool for / worst barrier to.. success

14 credibility common language you responsibilities roles job title goals research focus goals faculty member needs

15 credibility goals, plans ask questions identify goals explore needs make plans define roles discuss expectations funding opportunities proposals plans projects ideas research disciplines grants administration

16 credibility issues details, concepts processes, systems memory, recall, follow-through time, time management planners, incubators, crammers

17 credibility interactions My role is to. What is your research area? What are your plans for? How do you prefer to work? I m a new professor I need to get a grant Can you help me? How do we work together? I don t want to be much bother There was someone like you in my old school. Do you do what s/he does? Have you held grants before? How much funding do you need? I know someone you should meet I can do but I need. What kind of activities do you do? What do I need to do? My schedule is very busy I will write the text, but you can do the other sections, right? You can do that for me, can t you? I m used to working alone, but I think there are some things for you

18 collaboration interactions You with groups/teams Researchers Funding

19 collaboration interactions autonomy context experience complexity training experience context autonomy expectations motivations personality self definition needs expectations motivations personality experience training education responsibilities roles culture ego roles job title goals needs self definition gender ego

20 collaboration leadership Who is the leader /are the drivers? Who is/are the decision-makers? Is it a new group? Do they know one another? Is there mutual respect? At what level are you involved? What is your role? Do you know the team? How likely is success?

21 collaboration issues Don t expect to make plans in first meeting Each person will need to give his/her perspective Be explicit re roles, responsibilities, boundaries Map the tasks with the whole team Try to understand the various working styles Set core ground-rules re behavior

22 rules of engagement understand yourself and your position be curious, intelligent, creative be flexible, responsive, adaptable get to know the community with whom you work recognize variation among individuals Be confident that your contribution has value: the whole is more than the sum of its parts

23 thanks very much! research development colleagues NORDP online professional development working group RTDO team at CFRI contact:

24 Q & A