Tier Advancement Assessment Candidate name: Click or tap here to enter text.
Research Operations: Team Meetings Date: Click or tap here to enter text.

Candidate testing level: F ☐ S ☐ A ☐

Mode: Self-report with Manager Attestation

Competency / Fundamental / Skilled / Advanced
Ability to lead meetings that are multidisciplinary including those with complex objectives / Follows an agenda set by others; actively participates and prepares accurate meeting minutes / Sets meeting objectives and goals as well as detailed agendas for peer based groups / Performs at skilled level in multidisciplinary meetings to set goals and objectives as well as facilitate meeting participants from conflict through resolution. Demonstrates application of knowledge of team meetings outside of individual job or assigned studies.

Complete the following questions or indicate NA (not applicable). Provide the documentation to your manager or faculty member for attestation.

·  Name specific issue or protocol that the meeting was about:

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·  List the documents that define your ‘team meeting’ leadership of peers or multidisciplinary groups. Meeting agenda/minutes may be uploaded as an example.

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·  Describe your role/reason for establishing this/these meeting(s).

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·  Define your involvement with creating the objectives/agenda, setting up the meeting, identifying the required/suggested attendees as well as their roles for participating.

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·  Describe how, or if, the meeting agenda was used to accomplish meeting objective(s).

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·  Describe your role in conducting meetings.

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·  Describe any conflict/disagreement/differences that arose during a recent meeting and the strategies you used to ensure successful resolution

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·  If you provided follow-up communication on meeting items raised, questions and/or outcome(s), please comment (and/ or attach documents).

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Advanced Only: Describe any instances where you have demonstrated advanced application of your knowledge and understanding of team meetings outside of your individual job or assigned studies. Some examples might include:

·  a description of difficult challenges you have met or helped others to address

·  providing mentorship to others outside of your team

·  developing and provided training to others, and/or

·  evidence that you are seen as a go-to resource for several faculty or staff

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Evaluation Level

This documentation demonstrates:

☐ Fundamental Competency

☐ Skilled Competency

☐ Advanced Competency

Attester comments about candidate’s competency level: Click or tap here to enter text.

Attester Name (Print):

Attester Title (Print):

Attester Signature: Date:

Assessment – RO: Team Meetings - Page 3