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Life Happens: Guide to
Personal Strategic
Planning
Shhhhhhh
#ASHPmidyear
Speakers
Niesha Griffith , MS, RPh, FASHP
Director of Pharmacy and
Infusion Services
The Arthur G James CancerHospital and Richard J.
Solove Research Institute at
The Ohio State University
Angela Cassano, Pharm.D., BCPS
President, Pharmfusion
Consulting, LLC
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Objectives
Identify your professional goals, strengths andweaknesses
Describe ways to differentiate yourself professionally Identify steps to be taken today that will help you
achieve your professional goals
Explain how interpersonal skills are critical for success,and are essential for being able to be adaptable
My Role
Facilitator
Idea Generator
Mentor
Provide Lessons Learned
Your Role
Be open minded
Be honest with yourself
Think critically about your future
Active Participant
Start Now
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Be Proactive, but have the
depth to be Reactive!
Pharmacy Landscape
Projected Employment
Aging Population
Practice Areas
PPMI
Pharmacy Manpower Project*
Demand Index* Trends- National
Has trended down beginning in 2006 June 2011 3.46
June 2010 3.20
July 2009 3.70
July 2008 4.00
2011: Commercial 3.03 vs. 3.69 Institutional
*High surplus = 2.0
*High Demand = 5.0
*Dean Kathy Knapp, Touro University College of Pharmacy, California
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Practice Areas-The Possibilities are
Endless
Hospital or Health-System
Community Pharmacy
Managed Care
Industry
Federal Pharmacy
Long Term Care
The List Continues
Goal: Develop and disseminate a futuristic practice
model that supports the effective use of pharmacists
as direct patient care providers
www.ashp.org/PPMI
Strategic Planning
Formal Consideration of an Organizations FutureCourse
Do individuals need a strategic plan?
Planning should also include flexibility
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Examples of Personal Strategic Planning
Niesha Griffith
My Strategic Plan
Pre-graduation Graduate from WVU School of Pharmacy
Work as a community pharmacist
Get married, have children
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My Strategic Plan
Post-graduation Find a career that is personally and professionally fulfilling
Believe in everything happens for a reason
Take advantage of every opportunity
Management/leadership training
Residency
Mentors
Professional involvement (attend meetings, volunteer to
serve)
Networking
My Timeline1989
Graduated from WVU, Worked in Community Pharmacy, Got Married
1990 Community Pharmacy Management Training Program
1994
-96
Hospital Pharmacy Administration Residency/MS Degree
1996
-99
Operations Manager at OSUMC
1999
-00
Assistant Director of Pharmacy at OSUMC/The James
1999-09
Health-System Pharmacy Administration/MS Residency Program Coordinator
2000
-now
Clinical Assistant Professor at OSU COP
2002
-10
Associate Director of Pharmacy at OSUMC/The James
2002
-now
Hematology/Oncology Residency Program Director at The James Cancer Hospital at OSU
2009
-now
Health-System Pharmacy Administration/MS Residency Program Director at OSUMC
2010
-now
Director of Pharmacy and Infusion Services The James Cancer Hospital at OSU
1993 1st child
1999 2nd child
Lessons Learned
Seek opportunities early Coursework
Rotation selections
Explore residency opportunities PGY1 General Practice (Acute Care, Ambulatory)
PGY2 Specialty (Cardiology, Critical Care, Internal Medicine,
Hematology/Oncology, etc.)
PGY1/PGY2 Health-System Pharmacy Administration
With or without graduate degree (MS, MBA, MHA)
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Lessons Learned
Seek out mentors and advisors Someone in your field of interest with 5+ years experience
Someone who is easy to talk to and makes time for you
Interests dont have to be exactly the same
Get professionally involved/attend
meetings/volunteer your time Get involved as a student
Stay involved as a resident
Critical to your professional growth
Key to networking
Lessons Learned
Network! Start early
Dont be afraid to approach people
Use your mentors/advisors
Stay connected
Key to future career and professional opportunities
My Accomplishments
1999 OSHP Manager of the Year
1999 COSHP Manager of the Year
2006 The Pharmacy Leadership Institute, Boston University
2006 ASHP SAG Chair
2008 HOPA Legislative Chair
2009 Fellow, the American Society of Health-System Pharmacists (FASHP)
2010 HOPA Board of Directors
2011
APhA Pinnacle Award HOPA President-Elect Candidate 2012
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The Future???
Director of Pharmacy oflargercancer hospital
Hospital Administrator for a cancer hospital
EVERYTHING HAPPENS FOR A REASON
Angela Cassano
My Strategic Plan
Student Graduate from Campbell University
P-1-Work as a community pharmacist
P-4-Obtain a residency at a program with PGY-2 options in AmbulatoryCare and Teaching
Diversify Involved in the American Pharmacists Association-ASP
National Committee Appointments
Public Health System COSTEP Program
Schweitzer Fellow
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20042001 2007 20091999-2001 2011
Graduate and
complete
outpatient
geriatric
practice
residency
10 year goal:
Clinical Manager
in an academic
medical center
Graduated and
completed
inpatient
med/peds
residency
Obtained a
clinical assistant
director position
in a community
hospital
Pharmfusion Consulting
My Initial Strategic Plan
Obtain a
clinical
pharmacist
position at an
academic
medical
center
Clinical Assistant
Health System
Director for a 5
hospital system
MSO
Become a well
known, well
published
expert on
something
clinical
Still Working,
Still Growing
Vision into Action
Vision = Work part time and still focus on medication
safety
Catalyst = Birth of my daughter
Industry Need = Smart Infusion Pump Expertise
USP Chapter Emphasis
Action = Pharmfusion Consulting Business Plan
Strategic Plan for Pharmfusion
Start my own business to fulfill my love of pharmacy while
being able to stay home more as a mom
Medical technology
Medication safety
No medical writing
Hospital management consulting
Small business, work from home
Work no more than 20 hours a week
Limited travel capabilities
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The Reality of itAt Least initially
Pharmfusion Consulting, LLC Only one medical technology contract
Several hospital medication safety contracts
Professional organization contracts
Project Management
Required branching into medical writing and editing
Literature searches, Publications, CE development and critique,
Monograph writing
Many contracts required travel
Pharmfusion Consulting
Hospital Pharmacy Consulting
Clinical and Management Programs
Medication Safety
Medical Technology
Professional Association Management andEducational Program Development
Project Management
20042001 2007 20091999-2001 2011
Graduate and
complete
outpatient
geriatric
practice
residency
10 year goal:
Clinical Manager
in an academic
medical center
Graduated and
completed
inpatient
med/peds
residency
Obtained a
clinical assistant
director position
in a community
hospital
Pharmfusion Consulting
Life Doesnt AlwaysTake the Most Direct Route
Obtain a
clinical
pharmacist
position at an
academic
medical
center
Clinical Assistant
Health System
Director for a 5
hospital system
MSO
Become a well
known, well
published
expert on
something
clinical
Still Working,
Still Growing
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Neither of these was in my professional
plan, but both impacted it
What Made a Difference?
Ability to See the Big Picture
Mentors
Tasking Risks
Support System
Learning from Mistakes
Positive Attitude
Flexibility, Adaptability
Personal Strategic PlanningPersonal Strategic Planning
Focusing on YOU!Focusing on YOU!
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Personal Strategic Planning
Define Success
Setting Goals
Mapping Goals
Gather Tools for Success
Personal SWOT Analysis
Define Success
Websters: a favorable or desirable outcome
Before you can achieve success you need to know whatit means to you
Personal
Professional
A combination of both
Are you there yet?
What Do You Want to Do When
You Grow Up?
The answer has changed in every season of my
life High School-Porsche and to go to UNC
College-Community pharmacist
Pharmacy School-Residency
Residency-Become a pharmacist at an academic medical center
Today-continues to change
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Success to me:
Professional:The ability tomake a positive
impact on thelives of othersby using my
skills as a
pharmacist anda
businesswoman
Personal: Torun my race withthe prize in
mindTo befaithful in all I doand to be thebest mother,wife, daughter,and friend I canpossibly be
Start Now
Success
Take a moment now to definesuccess in your own words
Personal Strategic Planning
Define Success
Setting Goals
Mapping GoalsGather Tools for Success
Personal SWOT Analysis
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Setting Goals
Goals Should:
Be achievable
Include a timeframe
Be Positive or Constructive
Be specific enough to know when you have achieved them
Positive vs. Negative Goals
Positive
By this time next year, I
want to be promoted to
Clinical Associate Professor
Or
When I graduate I want to
obtain a PGY 1 residency in
a community hospital
setting
Negative
By this time next year I
want out of this job
Personal Strategic Planning
Define Success
Setting Goals
Mapping GoalsGather Tools for Success
Personal SWOT Analysis
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Professional Likes and Dislikes
What do you LOVE to do?
What would you rather not do?
Map your Goals
Simply put: Know your goals and WORK backwardsto figure out what you need to do to achieve them.
Find aMentor
ChooseRotationsWisely
ResidencyUponGraduation
Start Now
What are your goals for the next month?
What are your goals for the next year?
What are your goals for the next 5 years?
What do you hope to have achieved in 10 years?
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Periodically Reassess your Goals
Learn from opportunities
Learn from failures or mistakes
Are you too flexible/not flexible enough
Do new goals need to be set?
Is your overarching goal still on track?
Is it still relevant?
Is anyone else being harmed?
Personal Strategic Planning
Define Success
Setting Goals
Mapping Goals
Gather Tools for Success
Personal SWOT Analysis
Curriculum Vitae/Resume
Your professional outline
Use it as a tool for mapping your goals
Be able to discuss what is on your CV at a momentsnotice
Constantly update
Be ready to share
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Start Now
What are the holes in your CV?
How will you fill them?
Track Record
Integrity
Professional recognition of your work
Publications or Presentations
Professional association involvement Local
State
National
Ability to provide personal references
Professionalism
More to it than how you dress
Be professional in:
Personal interactionsCommunications
Understanding other view points
Gender, Cultural, Generational, and others
Presentation
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Career Differentiation
How do you differentiate yourself from the otherpeople applying for the same position?
Obvious Examples
Education or Training
Advanced Certifications or Certificate training
Specialization
Example: Student Rotations
Indian Health Service
Internal Medicine
Geriatrics
Management-APhA
Critical Care
Drug Information
Ambulatory
Indigent Clinic
Community
Career Differentiation
Not so Obvious Examples Being involved in professional organizations
Networking
Allowing for mentor involvement
Lifelong Learning
Learning from negative experiences
Start Now: What can you do in the next month tofurther differentiate yourself?
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Networking Websters: the exchange of information or services
among individuals, groups, or institutions;
specifically : the cultivation of productive
relationships for employment or business
In Person
Online
It is about who you know
Build Your Network with Purpose
YOU
In Person Networking
Think Professional Dating
Introduce Yourself
Be genuine
Make a good first impression, but dont come on toostrong
Get their card
Follow up
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Online Networking
Be cautious about mixing your professional and
social networks-especially online
Pictures, quotes, videos, etc. can be seen by all
Consider separating personal vs. professional
Consider liking an organization vs. a person
Start Now: Networking at ASHP Meeting
Add 2-3 people to your network
Choose wisely
Learn who they are AND tell about yourself
Add diversity to your network Different school
Different practice area
Different points in their career
Choosing Mentors
Sometimes they choose you vs. you choosing them
Be open minded
Usually more formal than being part of your
network Takes work from both parties
Often considered an honor to be a mentor to
someone
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Personal Marketing
To your boss
To the organization
Does the organization or your boss know your
interests and aspirations?
Learn to sell yourself or your ideas in a short
amount of time
Communication Verbal
Presentations
Phone Interactions
Phone Messages
Written Manuscripts
Correspondence-Especially e-mail
Marketing
Sometimes knowing how to communicate is more important than what
you communicate
Risk Calculation
Return on Investment (ROI)
Opportunity Costs (OC)
Does it always need to be about money?
Can you learn as much from a bad experience as a
good one?
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Personal Strategic Planning
Define Success
Setting Goals
Mapping Goals
Gather Tools for Success
Personal SWOT Analysis
SWOT Analysis: Overview
ONE strategic planning methods
SWOT: Strengths, Weaknesses, Opportunities,
Threats
Typically utilized for business or project ventures
First Step: Identify Objective
What are you analyzing?
Business example:
Should our company invest in a new ACE inhibitor?
Personal example:Should I pursue a residency?
or
Am I strong residency candidate?
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Strengths
Opportunities Threats
Weaknesses
SS WW
TTOO
SWOT ANALYSIS
Internal
External
Positive
Negative
Start Now
What objective will you evaluate?
Objective to be simulatedtoday:Am I prepared to apply for a PGY1 residency position in
an academic medical center?
Next Step: Fill in the Grid
Get insight from others who know you well What do others see as your strengths and weaknesses?
Some items may fit in more than one space
Items may fit into different spaces depending onthe current objective
The more honest you are, the more useful the
tool is!
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SS
Strength Strength Strength
Strength Strength Strength
StrengthsSWOT ANALYSIS
Objective:_________________________________________________
Strengths
Advantages
Experience,
knowledge
Unique characteristics
Character Strengths
Location
Competence,
capabilities
Reputation
Contacts
Earning Potential
Extracurricular
Participation
Academic
Performance
Diversification
Life experiences
WW
Weaknesses Weaknesses Weaknesses
Weaknesses Weaknesses Weaknesses
WeaknessesSWOT ANALYSIS
Objective:_________________________________________________
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Weaknesses
Disadvantages
Experience Gaps
Knowledge Gaps
Character Flaws
Location
Gaps in Competence,
capabilities
Reputation
Contacts
Finances
Extracurricular
Participation
Academic
Performance
Diversification
Life experiences
**Good section to ask others for their critical review
OO
Opportunities Opportunities Opportunities
Opportunities Opportunities Opportunities
OpportunitiesSWOT ANALYSIS
Objective:_________________________________________________
Opportunities
Job Market
Diversification
Innovation
Technology Time
Networking
Education
Extracurricular
Expansion of Horizons
Faculty Insight
Mentor Insight Financial
Volunteer
Academic
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TT
Threats Threats Threats
Threats Threats Threats
ThreatsSWOT ANALYSIS
Objective:_________________________________________________
Threats
Job Market
Impressions
Other Candidates
Diversification
Time
Extracurricular
Faculty Insight
Mentor Insight
Financial
Education/Academic
Location
Communication SkillsSupport System
Confidence, ReliableAbility to see the Big Picture
Self motivated, risk takerAbility to multi-task
DiversificationLife experiences
Extracurricular ActivitiesNetwork
Organizations HiringOpen to new optionsVolunteer position openingTime
NetworkingIncreased Income
Job MarketFinancesGeographyOld TechnologyMentor Moving out
of state
Other Job Candidates
Self-disciplineFlexibilitySelf-marketingFinancesAbility to MoveAbility to TravelAcademic PerformanceWritten CommunicationCV not up to date
SS WW
TTOO
Am I prepared to apply for a PGY1 residency position in an academic
medical center?
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SWOT Analysis: MATCHING
Find Advantages by matching strengths and
opportunities Helps identify how strong your strengths are in a
specific situation
SS OO
Strengths
Strengths
Strengths
Opportunities
Opportunities
Opportunities
Positive factors
MATCHING
SWOT Analysis: CONVERTING
Capitalize on Strengths and Opportunities
Minimize Weaknesses and Threats
Are there any Threats you can Avoid?
Change from descriptive to active
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Currentstrengths
CommunicationSupportConfidence, ReliableAbility to see the bigpictureSelf motivatedRisk takerMulti-taskerDiversificationLife experiencesExtracurricularactivities
Network
Strengths intoAction:
Communicate yourobjective to others innetwork to findopportunities
Create a Timeline
Document Strengthsusing a CV
Set up a meeting withsomeone doing what Iwant to do
Strengths
CONVERTING
WeaknessesCurrentWeaknesses
Self-discipline
Flexibility
Self-marketing
Finances
Ability to Move
Ability to Travel
AcademicPerformanceWrittenCommunication
CV not up to date
OvercomingWeaknesses:
Communicate yourobjective to others foraccountability
Set financial plan
Revisit geographicalsituation, if it cantchange how do youmake it an advantage?
Study
Document using CV
CONVERTING
Opportunities Currentopportunities
OrganizationsHiringOpen to new
optionsVolunteer positionopening
Time
Networking
Increased Income
Capitalize onOpportunities
Find a commonalityamongst those hiring
Get CV ready to
hand to those hiringDefine areas ofinterest anddetermine if anythingis off limits
Use network tospread CV and refineobjective
CONVERTING
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Threats Current Threats
Job Market
Finances
Geography
Old Technology
Mentor Moving outof state
Other Candidates
Minimize or AvoidThreats
Analyze finances
Improve finances
Seek technologyoptions
Meet with mentor
Continuerelationship
Seek local mentors
Distinguish from others
Document using CV
CONVERTING
SWOT Analysis: Summarize
In short: Is it possible to meet the objective?
Are there any common themes?
What are obvious next steps?
Develop a timeline, if applicable
Conduct another SWOT, as needed
Summary
it, but I will have to work to be
successful
SWOT ANALYSIS
In Short:I CAN do THIS!
And I have a PLAN
CV is a MUSTCommunicate ideasto network, mentors,and supportCritically assess
financial situationDevelop a timelineReassess
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Start Now
Spend time plugging in your SWOT analysis
Show someone your SWOT analysis Critical input is invaluable
Start CONVERTing your Weaknesses
Attempt to MINIMIZE of AVOID Threats
CAPITALIZE on Strengths and Opportunities
Use the Tools for success from Midyear!
Start NOW!!
Find a mentor or mentors
Professors, Preceptors, Managers
Professional organizations and alumni associations
Get involved
Professional associations
Volunteerism
Vary your experiences
Within your areas of interest
Outside your areas of interest
Start NOW!!
Make lasting professional relationships
Try to NOT burn bridges with peers
Attempt something UNIQUE-not necessarily in the
professional arena
Expand your horizons
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Thank You!