Residency coordinators need succession plans

By: Julie McCoy August 11th, 2009 Email Print

I’m working on a few articles for RPA about time management skills and tips for coordinators. I’ve spoken to a few seasoned coordinators who have told me that they keep everything regarding the program in their heads. 

One of the coordinators mentioned that she’s planning on retiring soon, and she’s dreading that day because no one else in the department knows everything that she knows about the administration of the program. In her words, “they’d be in a world of hurt if I dropped dead tomorrow.”

Coordinators should keep a written record of how the basics of the program work, where and how the resident files are organized, and a timeline of their tasks. Not only will these things keep you more organized on a day-to-day basis, but the instructions will be a great road map for your successor.

Not to mention, you can leave these items with the program director when you go on vacation so that he or she don’t have to bother you if they need something.

What orientation to the program did you receive when you first started? Did the coordinator before you leave any guidance? For those of you who are thinking ahead, what are you doing to make sure the next coordinator isn’t lost on day one? Leave a comment in the box below.

Comments

By Beverly Pernitzke on August 12th, 2009 at 2:26 pm

I just had to take a moment to write and let you know that I really enjoy getting these informational messages from you! They are short,concise and filled with useful and relevant information. I’ve been in my position 4 years and every year there are changes. It is a great idea to write everything down, but the problem I encounter is having the extra time first to create it, and then more time to keep it updated!

By Kelly Simon on August 13th, 2009 at 8:52 am

When I came into my position 4 years ago, I inherited NOTHING from my predecessor. Since then, I have worked diligently to create an accurate and detailed tickler file. I use a filing system I learned through the “GO System”, and I maintain monthly files as well as daily files. For the items that recur monthly and annually, I create a document with the details and put it in a plastic sleeve then file it in the correct month.

For example, when I pulled out the items from my August file, one of the annual reminders included “August: Schedule Chief Resident Selection Meetings” and the details of who is invited to which meetings. A sample email was also included outlining the information that we requested from residents and faculty last year.

I do not plan to be in this position forever and am freed tremendously knowing that (1) I don’t have to rely on my memory to get everything done, and (2) that I am leaving my successor with a great starting point thus increasing her/his chances for success. Yes, it is true that it takes a bit of time, but even if you are only able to create a general outline during year one, you can improve on it during subsequent years.

By Mary Phelan on August 18th, 2009 at 10:58 am

I took this position 4 years ago, my predecessor had passed away 3 months before I started. There was nothing to start with and nothing online, no forms etc. The prior coordinator was an elderly woman who was a department secretary who had assisted the PD but was still doing things the old way with a typewriter, fax, no email. Thank goodness I had a wonderful PD with a wealth of knowledge.

I too have thought what will my successor do so just last year I created a list of duties and responsibilities as it applies to what I do in my program (I try to update it as time permits). I also have a 15 page guide I call the Neurology Residency Coordinator How to… guide for my program and what we do at my institution. Hopefully, this will help my successor if/when I leave this position.

By Shirley Burgers on August 18th, 2009 at 7:25 pm

Wow! I thought that I was the only Program Coordinator who came into my position with no road map to follow! I’m so reassured to see that others have also perservered and thrived in their positions. When I started 4 1/2 years ago as the Internal Medicine Residency Program Coordinator for 26 residents, I was also fortunate to have a PD who was a wealth of information and a born educator. I also use the GO filing system and rely on my Outlook Task List to help me keep on track with daily tasks and then move them forward to the next year once I have completed them for the current year. Also, I have completely rewritten my job description to reflect my positions many responsibilities. During my first few months I spent so much time looking for information in resident files that I took the time to completely reorganize them by purchasing sectioned, expandable files and labeling each section as to which documents were to be filed in that section. The PD and the core faculty members have often expressed their appreciation for the time they save when needing to review resident files for quarterly evaluations. This also allows the residency secretary to file resident documents with confidence. The residency had purchased scheduling software and the GME Office had purchased the E*Value software for all residencies just prior to my coming here. Electronic scheduling and evaluation systems are a god-send! I too do not plan to be in my position forever, so my hope is that I when the time comes for me to hand over the reigns that my successor will have a road map to follow and will find success and fulfillment in the position.

By Carrie Saviano on August 25th, 2009 at 9:40 am

Julie,

As the coordinator for the hospital’s 3 fellowship programs and the new GME coordinator for the last year, I have been holding monthly Coordinator’s Meetings and have written 3 workshops for our committee members. For those of us who have come from the corporate world, policies and procedure manuals for every position were a given in business but I have found that in graduate medical education, most of the program knowledge is in “the head” of the program coordinator and in some cases, these individuals have been working for years with one program, many times with no back-up. After taking on the GME role, I initiated the creation of monthly To Do lists for each program (I also have one for the GME office), created an “ACGME” friendly file system (paper and electronic) to match the regs and make site reviews easy to complete, uniform trainee files with all mandatory info in one place, uniform portfolios, and have discussed the importance of mapping out and documenting login’s and passwords for the many programs we use each year. Although, my friends know my favorite food is “brownies” and my “oldest lives in DC”…that might be info a new GME Coordinator might find hard to “guess” should I finally win the lottery and move to that island in the Caribbean! This has been working well for our group and I encourage programs to do the same. The added benefit – you can see in writing everything that you do and feel much better at review time when you say “Yes…I do deserve that raise…thank you!”. Carrie

 

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