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. 2022 Jun 3;6(1):e81. doi: 10.1017/cts.2022.412

Table 4.

Individualized Development Plan for Clinical Research Professionals

Instructions: Create file folders for each of the 10 categories with sub-folders as needed. Build your IDP and review it every six months.
Personal Information
  • Reviewing your job title, job description
  • Identify the career paths available for your current job title.
  • Determine requirements to advance to the next level in this job title. (such as: advancing from Clinical Research Assistant to Clinical Research Coordinator, data entry to data management)
  • Determine requirements to move from one job title to the next.
  • Developing your CV
    • Use standard template, update
    • Keep a list of all studies you are working on (addendum)
  • Develop your LinkedIn and/or Twitter profile for professional purposes
    • Join groups, update periodically
    • Create or share professional posts
  • Get to know yourself better. Who are you? What makes you tick?
    • Complete a Temperament survey
    • Complete a Strengths survey
    • Complete a work-life balance survey
    • Reflection on findings
    • What gives you satisfaction in your job?
Onboarding/Compliance Training
  • Institutional
  • General clinical research courses
  • Departmental training
Clinical Trial Competencies (complete periodically)
  • Long Form JTF Leveled Competency Checklist
Setting SMART goals for Career Success
  • Short Term Goals
  • Long Term Goals
  • Dream Big! Identify one thing (that if there were no obstacles) you want to accomplish.
Professional Development/Training
  • Institutional Courses
  • Professional Association Courses
  • Online Courses
  • Readings
  • Badges, Certificates, CEUs
Targeting Academic Courses (Optional)
  • Explore available options
  • Curriculum Plan
  • Transcripts
  • Certificate or Degree
Develop your Team Networks
  • What teams are you a member of?
    • What are you learning about team strengths, team struggles?
    • How do you strengthen the team?
  • Networking within your department?
  • Networking outside of your department?
  • Interview someone at a higher job category
  • Who can you collaborate with?
Meetings with Supervisor Identifying and Meetings with Mentors Professional Accomplishments
  • Certification
  • Publications
  • Presentations
  • Awards
  • Certificates
  • Licensure
  • Leadership
  • Memberships

Abbreviations: CV, curriculum vita; JTF, Joint Task Force; CEUs, continuing education units.