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“How to Format the HMS CV” February 12, 2015

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Page 1: “How to Format the HMS CV” - Center for Faculty ...facultydevelopment.massgeneral.org/cfd/pdf/20150212-FormatCV... · Best Doctor, Who’s Who (not in Honors and Awards) ... Carol

“How to Format the HMS CV”

February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

The following planners and/or their spouse/partner have reported no relevant financial relationship with a commercial interest.

Dennis Brown, PhD Donna Lawton, MS Nancy Rigotti, MD

The following speakers and/or their spouse/partner have reported no relevant financial relationships with a commercial interest:

Ann Skoczenski, PhD Theodore Stern, MD

The following planners and/or their spouse/partner have reported a relevant financial relationship with a commercial interest.

Anne Klibanski, MD, Course Director Principal Investigator (Industry grant): Novartis; Rhythm; Ipsen

PLANNERS

SPEAKERS

Carol K. Bates, MD

The following speakers and/or their spouse/partner have reported a relevant financial relationship with a commercial interest.

None.

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

Embracing your Harvard CV

Carol Bates, MD

Associate Dean for Faculty Affairs

February 2015

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3 Office for Faculty Affairs

The CV’s Purpose

To showcase your accomplishments in crisp,

organized, easy to read format

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Key Messages • The big picture: Your narrative

• Teaching – critical for everyone º Capture all of it º Be sure to mention teaching in your narrative

• Reach of your reputation º Regional/national/international talks º Professional societies, committees, editorial roles, grant review

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

Templates

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

Preformatted Template

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

Features of the Preformatted Template

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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General CV Formatting • Always report activities from oldest to most recent

• Appointments should match HMS records

• Each activity/role should be listed only once

• If a category doesn’t apply, leave it off º Keep a shadow CV that includes all categories

• Include page numbers

• Avoid abbreviations known only to your subspecialty º Your CV will be read by people outside of your field

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Leadership and Committees • Major Administrative Leadership

• Includes educational, clinical, research and general administrative leadership positions

• Group by Local, National, International

• Committee work • Group by Local, National, International

• Grant review, professional society roles, lay society work appear elsewhere

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Grant Funding • List (with dates)

• Past funding • Current funding • Projects submitted for funding • Training grants and Mentored Trainee Grants • Unfunded projects

• Include total direct costs (all years) if PI, co-PI, site PI on current grants

• Describe the project

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

Funding Information Current 2006-2010 The role of isoflavones in the management of hot flashes

NCCAM/R21 1234567A PI ($275,000) The major goal of the study is to use skin conductance measurements to quantify the impact of different isoflavones on hot flash frequency and severity.

2007-2012 Evaluating decision-making in childhood vaccinations AHRQ/R01 1234567A Co-Investigator The major goals of this study are to evaluate factors that lead to parental refusal to vaccinate and to design an intervention for health care professionals that will increase the acceptability of vaccinations. My role is to design the tool that will measure parental preferences and attitudes toward vaccination and to interpret the data.

Current Unfunded Projects

2009-2012 Pilot study of the association of the OSCE with performance on Medical Board examinations (Mentor)

I am supervising an Academy fellow in evaluating the association between OSCE performance and Part I of the Medical Board examinations

(PI -Jones)

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Report of Teaching Defined broadly, includes didactic and clinical or

research supervision

Should add up to >50 hrs Teaching outside of Harvard does not count towards 50 hrs, but does

speak to reputation

Common errors: Laboratory & Other Research Supervisory & Training Responsibilities

Focus on level of effort spent on this activity Formally Supervised Trainees

Focus on individual mentees, what they accomplished, where they are now

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Teaching subcategories Report of Local Teaching and Training

Teaching of Students in Courses Formal Teaching of Residents, Clinical Fellows and Research

Fellows (post-docs) Clinical Supervisory and Training Responsibilities Laboratory and Other Research Supervisory and Training

Responsibilities Formally Mentored Harvard Medical, Dental and Graduate

Students Other Mentored Trainees and Faculty Formal Teaching of Peers (e.g., CME and other continuing

education courses) Local Invited Presentations

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Research Supervision vs. Mentored Trainees

Laboratory & Other Research Supervisory & Training Responsibilities Focus on level of effort spent on this activity

Formally Supervised Trainees Focus on individual mentees, what they

accomplished, where they are now

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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More on Mentees • Formally Supervised Trainees changing to

º Formally Mentored Harvard Medical, Dental and Graduate Students

º Other Mentored Trainees and Faculty

• Can include mentees if not “formal” supervisor

• Makes clear that peers can be mentees

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Who might be listed as mentees? • Training directors: only selected trainees

• Research: abstract, grant application, publication

• Medical education: teaching skills, workshop presentation, curriculum development …

• Clinical: QI project, guideline, clinical program

• If asked, individuals listed would be expected to endorse that you have been their mentor

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

Report of Local Teaching and Training Teaching of Students in Courses

2000- The Human Body HMS 1st year Medical Students 3hr tutorial sessions per wk/ 8 wks

Formal Teaching of Residents, Clinical Fellows and Research Fellows (post-docs)

2006-2007 Management of cholelithiasis BIDMC 1st yr Surgery residents One hour lecture per yr

Clinical Supervisory and Training Responsibilities

2000-2007 Ambulatory Internal Medicine Clinic Preceptor, Children’s Hospital Boston One half session per week

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Your talks • Include notation on sponsorship/funding

º “No presentations below were funded by outside entities" or "Those presentations below funded by outside entities are so noted and the funder(s) is (are) identified."

• Categories speak to breadth of reputation º Local = Harvard and affiliates º Regional º National (includes national meeting held in Boston) º International (includes international society that met in US)

• You can include talks that are scheduled for future

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Example

National Presentations Those presentations below sponsored by outside entities are so noted and the sponsors are identified.

2011 Total Ankle Arthroplasty (CME course)/invited presentation American Association of Orthopedic Surgeons San Diego, CA

2012 Autism Spectrum Disorders/plenary talk American Psychiatric Association Boston, MA (Pfizer)

2013 Reduction of emergency room visits for asthmatic children with multifactorial home interventions (Selected Oral Abstract) American Academy of Pediatrics annual meeting, Orlando, FL

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Clinical Activities • Clinical Activities

º Where and how often do you see patients?

• Clinical innovations º Especially important if AOE is Clinical Expertise and Innovation º List the innovations and describe

• their influence / potential influence on care • how it is used / implemented locally, nationally, internationally

• New section after Clinical Activities on Report of Teaching and Education Innovations

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Education of Patients and Service to the Community

• Talks to lay public belong here not in Invited Presentations

• Recognition includes º Best Doctor, Who’s Who (not in Honors and Awards) º Media recognition

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Report of Scholarship • Research investigations vs. other peer reviewed

º Research investigations include presentation of new data

• Don’t use et. al. (list all authors)

• Abstracts only 3 yrs unless award received

• Selected scholarship should largely be since last promotion – please circle

• Separately number each category starting at 1.

• Highlight your name (bold/underline)

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

Report of Scholarship Peer Reviewed Publications in print or other media Research investigations 1. You ME, Lee KY, Chey RY, Menguy R. Electrogastrographic study of patients with unexplained nausea, bloating and vomiting. Gastroenterology 2005; 79:311-4. 2. Arnold TR, Bevalay TT, Chetan BU, You ME. The role of C1q alpha in pulmonary hypertension and acute ischemia. Cardiology 2007; 2(5):3251-3263. Research publications without named authorship

1. Irin MG, Cilli BM, Elman JS, and the Asthma Clinical Research Network *. Quality control of meters for multicenter clinical trials. Am J Respir Crit Care Med 2005; 356:1276-281. (*member of the writing group cited in the appendix of the manuscript)

2. The Asthma Clinical Research Network *. Quality control of meters for multicenter clinical trials. Am J Respir Crit Care Med 2008; 356:1276-281. (*member of the writing group cited in the appendix of the manuscript)

Non-peer reviewed scientific or medical publications/materials in print or other media Proceedings of meetings or other non-peer reviewed research publications 1. Bengtsson S, Cilli BM, Solheim BG, You ME. Enforcement of data protection, privacy and security in medical informatics. In: Lun KC, Degoulet P, Piemme TE, Rienhoff O, editors. MEDINFO 02. Proceedings of the 7th World Congress on Medical Informatics, Sep 6-10, Geneva, Switzerland; 2002. pp. 1561-5. Reviews, chapters, monographs and editorials 1. Weinstein L, You ME, Swartz MN. Pathogenic properties of invading microorganisms. In: Sodeman WA Jr, Sodeman WA, editors. Pathologic physiology: mechanisms of disease. Philadelphia: WB Saunders; 2004. p. 457-72.

2. You ME, Hunninghake GW, Gadek JE, Szapiel SV. The human alveolar macrophage. In: Harris CC, editor. Cultured human cells and tissues in biomedical research. New York: Academic Press; 2007. p. 54-6. (Stoner GD, Series editor. Methods and perspectives in cell biology; vol. 1.)

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Enhanced Guidance for Scholarship • Mentor of primary author

º 23. Smith SR,** Browning EB, James SP, Henry RD. Hand fractures in children. Pediatrics 2013;73:165-70.

º ** Denotes trainee for whom I served as primary mentor

• Notable citations of scholarship º Herbert S, Morales S, Walker J. Cellular microtubles and sonic

hedgehog. Nature 2012;111:35-40. • Accompanied by editorial • Sited by the Faculty of 1000

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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The Narrative’s Purpose

Your opportunity to highlight your unique combination of

accomplishments

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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38 Office for Faculty Affairs

• Describe major contributions and achievements; impact should be clear to those outside your field

• You need not reiterate your history of training, but explain unusual chronology

• Make clear the extent of your reputation and the key achievements for which you are known

• If you bridge different arenas (i.e. research, clinical care), might clarify connections

The Narrative

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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The Narrative • Your Area of Excellence and any Significant Supporting

Activities should be discussed

• Expand on accomplishments – find your sweet spot º Don’t be shy, but don’t overstate (“many” if number is 2”)

• Opportunity to describe things that don’t have another home º Accomplishments as administrative leader º Submitted manuscripts

• Be sure to include teaching

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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The Narrative… • Answer anticipated obvious questions

º Major change in career focus º Large time lapse (or your chief can address but should be somewhere)

• Extent of your regional/national/international impact

• Will be read by professionals outside of your field

• Speak in 1st and not 3rd person

• Length commensurate with rank º Assistant Professor candidates d1 page

º No narrative should exceed two pages.

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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41 Office for Faculty Affairs

HMS Resources Websites:

• http://www.fa.hms.harvard.edu/ • The Office for Faculty Affairs at Harvard Medical School

• http://facultypromotions.hms.harvard.edu/ • Overview of all ‘Area(s) of Excellence’ • Create “customized” criteria for rank and activities • Format your CV using templates and detailed instruction guide

• Dedicated e-mail and phone line for questions • E-mail: [email protected] • Phone: 617-432-7112

Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

• Maureen Connelly, MD, MPH, Dean for Faculty Affairs

• Carol Bates, MD, Associate Dean for Faculty Affairs

• Bethany Westlund, PhD, Assistant Dean for Faculty Affairs

• Program Directors:

• Dagmara Cotti, PhD • Zoë Fonseca-Kelly, PhD • Rosy Hosking, PhD • Jonathan Matsui, PhD

• Promotions Specialists:

• Veronica Leo, M.Ed. • Melanie Whall, M.A.

Office for Faculty Affairs

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Carol K. Bates, MD, Harvard Medical School, “How to Format the HMS CV” on February 12, 2015

Thank you!

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May 22, 2009 CV Instructions

1

General Instructions for Preparation of the Curriculum Vitae Harvard Medical School/Harvard School of Dental Medicine

The CV, along with letters from internal and external referees and examples of scholarly work, provides the major evidence used during the evaluation of candidates for promotion. Therefore, accurate and complete reporting of contributions and achievements in the CV is essential. Below is some general guidance for preparation of the CV. Additional guidance is provided in each section of the CV. • Chronology of events: All events in the CV should be chronologic, beginning from the earliest and

ending with the most recent. When dates cover a range, (e.g., 2005-2007), order by the first year in the range. For ongoing activities, indicate with a dash (2004- ) or by specifically noting ‘to present’ (2004 – present). If multiple, non-consecutive years, group as a single item (e.g., 1999-2001, 2004, 2007). For faculty based at affiliated clinical institutions, all dates for postdoctoral training positions, faculty academic appointments and appointments at hospitals/affiliated institutions should include the month and year, e.g., 07/99-06/05.

• Definition of local, regional, national and international: A number of activities and roles in the CV are categorized as local, regional, national or international. These designations are important in the evaluation for promotion as it is expected that the reach of one’s influence and activities will broaden with rank. Thus, while many of the activities reported at the time of promotion to assistant professor will be local, it is expected that those under consideration for promotion to professor will participate in a broad range of national and, very often, international activities.

The designations of local, regional, national or international below are based on both the proximity of the activities to the institution at which the candidate was appointed at that time as well as the source of the invitation to speak/teach. ○ Local activities and roles:

During the time of appointment at Harvard, includes activities and roles at or arranged by Harvard and its affiliated institutions and organizations (e.g., Partners Harvard Medical International, Pri-MED, Partners in Health).

For candidates previously appointed at other institutions, local activities and roles during the time of those appointments would include activities at or arranged by the institution(s) at which the candidate was appointed (e.g., while associate professor at UCSF, presentations at San Francisco General Hospital would be considered local).

○ Regional activities and roles: During the time of appointment at Harvard, includes activities and roles based on

invitations by New England institutions apart from Harvard and its affiliates. New England is defined as including the six New England states (Massachusetts, Rhode Island, Connecticut, Maine, New Hampshire and Vermont). For example, presentations at Boston University or Brandeis while a faculty member at Harvard would be considered regional presentations.

For candidates previously appointed at other institutions, regional activities and roles during the time of those appointments would include activities based on invitations by institutions in regions geographically near the institution(s) at which the candidate was appointed. For example, if the candidate was appointed at an institution in Philadelphia, talks in Pennsylvania, New Jersey, or Delaware would be considered regional. It is

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May 22, 2009 CV Instructions

2

understood that the definition of “regional” is inexact in such cases; the candidate should make the best approximation possible.

○ National activities and roles: During the time of appointment at Harvard, this includes activities and roles in the US,

based on invitations from institutions outside the six New England states. For candidates previously appointed at other institutions in the US, national activities and

roles during the time of those appointments would include activities in the US, but outside the regional area in which the candidate was appointed.

If a national meeting happens to be held in Boston (or other city where you were appointed), include it as a national, not a local, activity.

○ International activities and roles: During the time of appointment at Harvard, includes activities and roles outside the US

based on invitations by international organizations not affiliated with Harvard. For candidates previously appointed at other institutions, international activities and roles

would be those outside the country in which the candidate was appointed at that time. If an international meeting happens to be held in Boston (or other city where you were

appointed), include it as international, not a local activity. Society meetings should be considered international only if annual meetings are sometimes held in countries other than the United States.

○ For candidates previously appointed at institutions outside the US, local, regional, national and international contributions are categorized relative to the appointing institution at that time. For example, for an individual holding an appointment at the University of Vienna, talks in Vienna would be considered local, while talks in Boston during the time of that appointment would be considered international.

○ For individuals whose primary appointment is at Harvard, but who simultaneously hold nonvoting appointments at other institution(s), presentations at those other institutions and their affiliates should be reported as local contributions.

• Each activity, role or achievement should be reported only once in the CV. Guidance about where specific activities should be reported is provided in the CV. If you have additional questions, you may contact the Office for Faculty Affairs by phone (617-432-7112) or e-mail ([email protected]).

• If a category does not apply to you, omit the category and its heading entirely

• Keep in mind that, as part of the evaluation for promotion, your CV may be reviewed by individuals outside your direct field. Avoid using abbreviations, acronyms and jargon that are not generally known (e.g., names of professional societies).

• Include page numbers on the CV for easy reference by reviewers.

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May 22, 2009 CV Instructions

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Harvard Medical School/Harvard School of Dental Medicine Instructions for the Curriculum Vitae

Date Prepared:

Name:

Office Address:

Home Address:

Work Phone:

Work E-Mail:

Work FAX:

Place of Birth:

Education • List all degree programs beginning with college; may also include courses of study at institutions of

higher learning of at least one year in duration. Only include actual degrees, not the US equivalents • Do not include educational experiences of less than one year duration for which you were not

granted a degree • For each degree program indicate:

Year Degree (Honors)

Fields of Study (Thesis advisor for doctoral research degrees)

Institution

Example 1998 MD, PhD

summa cum laude Medicine and Microbiology (name of PhD advisor here)

Johns Hopkins University

Postdoctoral Training • Include internships, residencies, clinical and research fellowships • For each training program indicate:

Year(s) Title Specialty/Discipline (Lab PI for postdoctoral research)

Institution

Example

07/99-06/04 Resident Surgery Cleveland Clinic

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May 22, 2009 CV Instructions

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Faculty Academic Appointments • Include only appointments conferred by Harvard or another academic institution, e.g., Instructor,

Assistant Professor, Associate Professor, Professor and Lecturer o For current appointments at other academic institutions, indicate whether the appointment

confers voting privileges • Do not include:

o Title of appointment for which you are being considered o Hospital titles or administrative titles (reported under Appointments at Hospitals/Affiliated

Institutions or Major Administrative Leadership Positions) o Titles related to a fellowship, e.g., clinical fellow, research fellow, resident (reported under

Postdoctoral Training) • For each appointment indicate:

Year(s) Academic Title Department Academic Institution

Example

07/04-06/07 Instructor Psychiatry Weill-Cornell School of Medicine

Appointments at Hospitals/Affiliated Institutions • Group positions according to the following categories: Past and Current

Listing of current positions should include all appointments currently held at hospitals, clinical sites and other institutions, whether or not affiliated with Harvard

• Do not include hospital leadership positions, such as division director (reported under Major Administrative Leadership Positions)

• For each position indicate: Year(s) Position Title Department (Division, if applicable) Institution

Example

07/04-06/07 Assistant Physician Medicine Pulmonary Division

Cambridge Hospital

Other Professional Positions • List current and past positions including consultant positions, membership on scientific advisory

boards for industry or other organizations such as foundations, speakers bureaus, and any roles in private for-profit and not-for-profit companies; listing should include relevant premedical/pre-doctoral positions (paid or unpaid) as well as all current professional roles not described elsewhere in the CV

• Do not include Visiting Professorships (reported under Invited Presentations) or administrative leadership roles (reported under Major Administrative Leadership Positions)

• For each position indicate: Year(s) Position Title Institution

Example

2007- Scientific Advisory Board Merck Pharmaceuticals

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May 22, 2009 CV Instructions

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Major Administrative Leadership Positions • Group positions according to the following categories: Local, Regional, National and International

(See general instructions for description of local, regional, national and international categories) • Includes educational, clinical, research and general administrative leadership positions

Examples: Course director or co-director; clerkship, residency or fellowship director; HMS society master or associate master; director or associate director of a clinic or clinical service at your institution; director of a research center; division chief; director of faculty development in your department; conference organizer

• Do not include leadership roles in professional societies, on grant review or other committees, or in lay organizations as these are reported in subsequent sections

• For each leadership role indicate: Local Year(s) Position Title Institution (note if specific department) Example

2007- Director, Interventional Cardiology Fellowship

Massachusetts General Hospital

Committee Service • Group positions according to the following categories: Local, Regional, National and International • Do not include membership on committees of professional societies, grant review committees or

committees of lay organizations as these are reported in subsequent sections • For each committee on which you have served, indicate the following:

Local Year(s) of Membership

Name of Committee Institution/Organization

Dates of Role(s) Title of Role(s) Example

1995-2005 Admissions Committee Harvard Medical School 2002-2005 Chair, Subcommittee I

Professional Societies • For each professional society of which you have been a member indicate the following:

Year(s) of Membership

Society Name

Dates of Role(s) Title of Role(s) Example

1995- Society of General Internal Medicine 2000-2004 Member, Abstract Selection Committee

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May 22, 2009 CV Instructions

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Grant Review Activities • For each committee on which you have served or other grant review activity in which you have

participated indicate the following: o On the first line, indicate year(s) in which you served and the name of the organization for which

the activity was performed (e.g., NIH); for committees, also indicate the committee name and whether committee membership was permanent or ad hoc

o Under each committee or activity, also indicate any specific leadership roles (e.g., chair) and the year(s) in which you served in those roles

Year(s) of Membership

Name of Committee Institution/Organization

Dates of Role(s) Title of Role(s) Example

2000-2007 NHLBI R21 Study Section NIH 2000-2002 Ad hoc Member 2003-2007 Permanent Member

Editorial Activities Report in the following two categories: • Ad hoc Reviewer

o List journals for which you serve as a reviewer Journals for which you serve as a reviewer Example

New England Journal of Medicine Nature Genetics • Other Editorial Roles

o Examples of roles include editor, editorial board member, guest/section editor, consultant in area of expertise such as biostatistics

o For each editorial role indicate: Year(s) Role Journal Name Example

2007 Assistant Editor Circulation

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May 22, 2009 CV Instructions

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Honors and Prizes • List awards for teaching, research, clinical and other academic contributions from college onward • Include participation in courses (e.g., leadership programs) for which invitation indicates an honor • Do not include grants to perform research projects, career development awards, or popular press

designations such as Boston Magazine’s best doctors, or inclusion in Who’s Who,” which are reported in other sections

• For each honor or award indicate: Year Name of Honor/Prize Awarding Organization Achievement for which awarded

(if unclear from award title) Example

2000 Janeway Award Children’s Hospital Boston Teaching Report of Funded and Unfunded Projects Funding Information: • Group in two categories: Past and Current. Within each category, list funding chronologically

according to the year when funding began. If a project is currently funded, do not list it under past funding

• For each grant, provide the following information: o Year(s) funded

Give the year(s) of the award including the end date for the current funding cycle; do not include unfunded extensions; if project is a clinical trial and the end date is based upon completion of enrollment, report as such (e.g., 2002-completion of enrollment)

o Role on project if not PI or Site PI If you are not PI or Site PI, provide your official title on the grant. Examples include:

Project PI on a program project, co-PI, Investigator, Consultant, Mentor Do not list grants on which you are not specifically included as a named

investigator/collaborator, including those projects or trials for which your sole role is contribution of patients

o Funding source/Granting agency Name of government agency and institute, if applicable (e.g., DOD, AHRQ, CDC,

NIH/NHLBI), name of company, foundation, professional society or local institution (e.g., hospital, HMS) awarding the grant

o Grant type and grant number If applicable, grant number, including codes for grant type and agency (e.g., R01 HDxxxxx) Grant type examples (list below not meant to be comprehensive):

° For government funding: individual investigator initiated grant, mentored training grant, transition to independence grant, institutional training grant, mid-career mentoring award, program project, contract, cooperative agreement or conference development

° For industry funding: individual research project, phase 1, 2 or 3 drug trial; note if investigator initiated

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May 22, 2009 CV Instructions

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° For foundation, professional society or local institutional funding: career development, research, educational or clinical project; for example a 50th anniversary/Shore award would be considered a career development award

o For current grants on which you are PI, Site PI or PI of a project as part of a program project/SPORE grant, include total direct costs over the entire funding period

Site PIs should report direct costs for the subcontract, not the overall grant Do not include monetary information for grants on which you are not PI or Site PI The reporting of total direct costs for past grants on which you were PI, Site PI or PI of a project as part of a program project/SPORE grant is optional

o Title of the grant (name of PI or Site PI)

o Description of the major goals of the study and your contributions to the project (limit of 2 sentences)

Description should emphasize intellectual contributions For multicenter trials indicate any roles in the overall project (e.g., member or chair of the

steering committee, member or leader of paper writing groups)

• For each grant report the following: Current Year(s) funded Grant title Grant type and number Role on Project (if PI or site PI, total indirect costs) Description of the major goals Example

2006-2010 The role of isoflavones in the management of hot flashes NCCAM/R21 1234567A PI ($275,000) The major goal of the study is to use skin conductance measurements to quantify the impact of different isoflavones on hot flash frequency and severity.

Current Unfunded Projects: • List only activities to which you are devoting substantial effort including studies on which your sole

role is contribution of patients • Do not include information on projects already described above in the section on funding • For each project report the following:

Year(s) funded One sentence description of the purpose of the project Example

2009-2012 Pilot study of the association of the OSCE with performance on Medical Board examinations (Mentor) I am supervising an Academy fellow in evaluating the association between OSCE performance and Part I of the Medical Board examinations

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May 22, 2009 CV Instructions

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Report of Local Teaching and Training Teaching of Students in Courses: • The classification of teaching in courses as local (vs. regional/national/international) is determined

by the institution initiating the invitation. Thus, all courses for which the invitation originates with an individual or group affiliated with Harvard (e.g., Partners Harvard Medical International, Pri-MED, Partners in Health) should be considered local and reported in this section.

• List each course in which you have taught medical, dental, graduate or undergraduate students, grouped according to the following categories: o Teaching prior to start of your current Harvard appointment; organize according to the

institution at which you held your primary appointment, presenting chronologically for each institution

o Teaching during your current Harvard appointment; organize in the following categories and present chronologically within each:

HMS/HSDM/DMS courses Other Harvard University courses (specify school, e.g., HSPH, Kennedy School, FAS

undergraduate students or GSAS graduate students not based at HMS)

• Do not include: o Leadership roles in courses (e.g., course director), which should be reported under Major

Administrative Leadership Positions o Teaching of medical or dental students in clinical rotations, which is reported under clinical

supervisory and training responsibilities • Group together if course contributions are repeated over multiple years • For each course taught indicate:

Year(s) Course Title Location Type of student/audience Level of Effort

Example

2000- The Human Body HMS 1st year medical students 3-hr sessions per wk for 8 wks

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Formal Teaching of Residents, Clinical Fellows and Research Fellows (post-docs): • Include local presentations in lecture and seminar series directed primarily toward these groups; list

each venue in which you have taught residents or fellows, grouped according to the following categories: o Teaching prior to start of your current Harvard appointment; organize according to the

institution at which you had your primary appointment, presenting chronologically within each o Teaching during your current Harvard appointment

• Group if contributions are repeated over multiple years

• For each presentation indicate: Year(s) Title Location Type of student/audience Level of Effort

Example

2006-2007 Management of cholelithiasis BIDMC 1st year surgery residents One hour lecture

Clinical Supervisory and Training Responsibilities: • Describe supervisory and training responsibilities for medical students, dental students, residents

and fellows in the clinical setting grouped according to the following categories: o Supervisory and training responsibilities prior to the start of your current Harvard appointment;

organize according to the institution at which you had your primary appointment, presenting chronologically within each

o Teaching during your current Harvard appointment • Do not include leadership roles (e.g., seminar director, residency or fellowship director), which

should be reported under Major Administrative Leadership Positions • Group if contributions are repeated over multiple years • For each supervisory responsibility indicate:

Year(s) Type of responsibility/Location Level of Effort Example

2000-2007 Ambulatory Internal Medicine Clinic Preceptor/Children’s Hospital Boston

One half session per week

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Laboratory and Other Research Supervisory and Training Responsibilities: • Describe supervisory and training responsibilities for medical, dental and graduate students,

postdoctoral fellows and other trainees in the laboratory and other research settings (e.g., teaching or training of lab techniques and protocols to trainees)

• Do not include supervision or training of technicians unless that supervision resulted in significant career development, eg, technician pursued PhD after working in your laboratory

• Group if contributions are repeated in multiple years • For each supervisory responsibility indicate:

Year(s) Type of responsibility/Location Level of Effort Example

1999-2000 Supervision of post-doctoral research fellow/ Immune Disease Institute

Daily mentorship for 16 months

Formally Supervised Trainees and Faculty: • Individuals reported in this section should be those supervised in a research, teaching, or clinical

setting. List only those trainees on whose careers you have had a substantial impact. For training directors, it is expected that only selected trainees will meet this criterion. For research, the supervision will most often have resulted in writing a grant application or a publication with the trainee or faculty member.

• Do not include individuals for whom you have only provided general career advice; such activities can be described in the narrative.

• Dates refer to a period of formal supervision; end dates should be indicated for individuals who have completed the formal supervisory period.

• For each trainee, indicate: Year(s) Name and degrees/Current position Describe the type of supervision and the specific accomplishments of your trainee that occurred as a direct result of

your supervision (maximum one sentence) Example

2000- Trainee name, PhD, MD/ Assistant Professor of Cell Biology, SUNY Buffalo Published three manuscripts, including one in Science; Young Investigator Award from American Society of Cell Biology

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May 22, 2009 CV Instructions

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Formal Teaching of Peers (e.g., CME and other continuing education courses): • Describe:

o Teaching in all Harvard-sponsored continuing education courses (e.g., Pri-MED) even if the location of the program is outside Boston. Courses may be organized by a Harvard-affiliated department/institution and often present a comprehensive review of a clinical/ research area

o Teaching in courses organized by another institution during the time your primary appointment was at that institution

• Do not include: o Teaching in courses for professional societies or at national meetings or courses at other

institutions for which you were an invited participant (report under Regional/National and International Presentations)

o Presentations at local grand rounds even if CME credit is granted (report under Local Invited Presentations)

o Leadership roles in courses, such as course director (reported under Major Administrative Leadership Positions)

• Please state below the title of this section either "No presentations below were sponsored by outside entities" or "Those presentations below sponsored by outside entities are so noted and the sponsor(s) is (are) identified." For those presentations sponsored by outside entities (e.g., industry), include the name of the sponsor in parentheses after the course name.

• Group if course contributions are repeated over an expanse of multiple years • For each course indicate:

Year(s) Title(s) or topic(s) or talks Number of talks in a single course Course Name (Sponsor, if any) Location(s) (city or country)

Example

Formal Teaching of Peers Those presentations below sponsored by outside entities are so noted and the sponsor is identified.

2000 Cardiovascular Disease Update Single presentation Pri-Med, Harvard Medical School Chicago

2004 Managing Arrhythmias in the Outpatient Setting Lecture CVSpectrum.org CME Program (Pfizer) On-line teleconference

Local Invited Presentations: • Include presentations directed at a broad audience including peers (e.g., grand rounds) at or

arranged by Harvard and its affiliated institutions or organizations (e.g., Partners Harvard Medical International, Partners in Health) or at other institutions during the time of your appointment there

• Do not include: o Talks delivered in the setting of formal courses, presentations primarily intended for the

education of Harvard trainees or teaching in Harvard-sponsored Continuing Education Courses o Presentations to lay audiences (report as Education of Patients and Service to the Community) o Invitations to speak by institutions in Boston but outside Harvard (report as Regional

Presentations) o Poster presentations at Harvard for which there was no platform presentation

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• Please state below the title of this section either "No presentations below were sponsored by outside entities" or "Those presentations below sponsored by outside entities are so noted and the sponsor(s) is (are) identified." For those presentations sponsored by outside entities (e.g., industry), include the name of the sponsor in parentheses after the course name.

• For each presentation indicate:

Year(s) Title of presentation/ Type of presentation Department and Institution where presented (Sponsor, if any)

Example

Local Invited Presentations Those presentations below sponsored by outside entities are so noted and the sponsor is identified.

2003 Cardiovascular Disease Update / Grand Rounds Department of Medicine, BWH

2003 Treatments for Asthma in Children: Update/ Lunchtime Speaker Series Harvard Vanguard Medical Associates (Novartis)

Report of Regional, National and International Invited Teaching and Presentations • The designations of activities as regional, national or international are based on both the proximity

of the activities to the institution at which the candidate was appointed at that time as well as the source of the invitation to speak/teach. (See general instructions for description of categories.)

• Include presentations and course invitations from outside Harvard and its affiliated institutions/organizations during your appointment at Harvard or outside other institutions during the time of your appointment there

• Examples include grand rounds, visiting professorship, invited lecture, plenary talks and teaching in a professional society course as well as invitations to teach clinical or research procedures to faculty or trainees at other institutions

• Do not include: o Presentations to lay audiences (reported under Education of Patients and Service to the

Community) o Talks delivered in the setting of Harvard organized/sponsored course at a location outside

Boston (e.g., Pri-MED course in Los Angeles should be reported in the section on Local Teaching and Training)

o Poster presentations or abstracts for which there was no platform presentation o Leadership roles in planning or organizing meetings, courses or conferences (e.g., course

director), should be reported in the section on Major Administrative Leadership Positions • List by year within each of the following categories: Regional, National and International • Please state below the title of this section either "No presentations below were sponsored by outside

entities" or "Those presentations below sponsored by outside entities are so noted and the sponsor(s) is (are) identified." For those presentations sponsored by outside entities (e.g., industry), include the name of the sponsor in parentheses after the course name.

• If presentation the result of a selected abstract, please note in the parentheses as indicated in the example below.

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• For each invited presentation indicate: National Year(s) Title of presentation or name of course/ Type of presentation/role(s) (note if presentation the result of a selected

abstract) Location (Sponsor, if any)

Example

Regional, National and International Presentations Those presentations below sponsored by outside entities are so noted and the sponsor is identified.

2004 New strategies for managing sepsis/ Grand Rounds Rush Medical Center, Chicago (Discovery Pharmaceuticals)

2004 Randomized trial of alternative weaning strategies in ICU patients/Plenary Talk (abstract) American Thoracic Society National Meeting, Phoenix Report of Clinical Activities and Innovations Current Licensure and Certification: • Do not include license number • Report the following:

Year Type of License or Certification Example

1998 Massachusetts Medical License Practice Activities: • Indicate the discipline in which you practice • List all clinical activities, both those at Harvard and its affiliates and those outside Harvard; and for

each indicate: o Type of activity (e.g., ambulatory practice, inpatient or ICU attending, surgery, interventional

cardiology) o Name and location of practice (e.g., Harvard Vanguard Medical Associates, Wellesley site;

Brigham Primary Care, Faulkner Hospital; Dimock Community Health Center, Roxbury) o Level of activity (e.g., sessions, days or hours per week or month; weeks or months per year;

days/week in the operating room) • For each practice activity, please indicate:

Year(s) Type of activity Name and location of practice

Level of activity

Example

1998-2004 Ambulatory Care Pediatric cardiology, CHB

Two sessions per week

• If you have no current clinical activities but have practiced in the past, you may provide a brief (1-2 sentence) description of those prior activities

Clinical Innovations:

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• List innovations in clinical care which may include novel approaches to diagnosis, treatment or prevention of disease, development and application of technology to clinical care and development of models of care delivery.

Name/location of clinical innovation (dates if applicable)

Describe the influence or potential influence of the innovation on clinical care or practice management, including how the innovation is used or has been implemented locally (at HMS), regionally, nationally or internationally; if developed as a member of a committee, describe your contribution (1-2 sentences)

Example

Electronic medical record (EMR) QA improvement system at Martha Elliot Health Center (2004):

This EMR modification has improved practice in 3 clinical areas (documenting patient allergies; confirming follow up on abnormal pap smears; scheduling childhood immunizations). These outcomes have been reported at the American Family Practice Society meeting and I have been invited to discuss this system with Harvard Pilgrim Health Care.

Report of Technological and Other Scientific Innovations • Development of software, hardware (e.g., instrumentation and devices) and other technologic

innovations (including novel applications of existing technology) that influence the conduct of research and clinical care

• For each item indicate: Innovation (date if applicable) Patent, if any, pending or awarded /If described in print/on web, provide citation Describe the influence or potential influence of the innovation on research or clinical care,

including how the material is used locally (at HMS), regionally, nationally or internationally; if developed as a member of a committee, describe your contribution (1-2 sentences)

Example

Assay for evaluating CD-1 restricted IL-2 expressing NK-T cells

US Patent Application, 22/555555, filed March 17, 2007/ www.NKIL_2roteinassay.net

As a member of the Jones lab, my colleagues and I created a two-tiered infra-red detection system to evaluate IL-2 producing NK-T cells following dendritic cell stimulation. This assay has since been used/validated by multiple labs in the US and abroad.

Report of Education of Patients and Service to the Community

• Do not include activities, publications or recognition from before your graduate/medical education or those unrelated to your professional area of expertise

Activities • Examples include talks to lay groups regarding health issues or biomedical science, participation in

disaster relief and international healthcare activities, service on public committees related to health (e.g., town board of health), leadership of disease-based lay organizations (e.g., National Autism Association of America), or leadership of programs that improve diversity of the faculty or trainees

• Please state below the title of this section either "No activities below were sponsored by outside entities" or "Those activities below sponsored by outside entities are so noted and the sponsor(s) is(are) identified." For those activities sponsored by outside entities (e.g., industry), include the name of the sponsor in parentheses after the course name.

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• For each activity indicate: May include a brief, one-sentence description of each role if needed (optional) Year(s) Organization or institution/ Role (Sponsor, if any) One sentence description (optional)

Example

Education of Patients and Service to the Community Those presentations below sponsored by outside entities are so noted and the sponsor is identified.

2003- Governor’s Council on the Life Sciences/ Committee Member Participated in the development of Life Sciences legislation for Massachusetts

2007- Community Senior Center/Clinician (Novartis) Participated in blood pressure screening and gave presentation about lifestyle changes to improve cardiac risks

Educational Material for Patients and the Lay Community: • Group materials (in print or other media) into three categories under the following headings:

o Books, monographs, articles and presentations in other media (e.g., video and websites, movies, television and radio) that educate the public about medicine, health or biomedical sciences

o Educational material or curricula developed for non-professional students o Patient educational material

• Please state below the title of this section either "No educational materials below were sponsored by outside entities" or "Those educational materials below sponsored by outside entities are so noted and the sponsor(s) is(are) identified." For those presentations sponsored by outside entities (e.g., industry), include the name of the sponsor in parentheses after the course name.

For each indicate: Year Title Type of contribution (Sponsor, if any) Citation, if any

Example

Educational Materials for Patients and the Lay Community No educational materials below were sponsored by outside entities.

1995 Living with Diabetes Co-author Patient education pamphlet, Joslin

Recognition: • Includes awards related to health or science from lay organizations (e.g., recognition as a “Top

Doc” or listing in “Who’s Who”) • For each indicate:

Year(s) Name of award/recognition Organization conferring recognition

Example

1999 Mentor of the Year – Health Care Girl’s Clubs of America

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May 22, 2009 CV Instructions

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Report of Scholarship General instructions for publications:

• Include only manuscripts that are published or accepted for publication (forthcoming) in print or other media using the attached format

• Do not include manuscripts that have been submitted but not accepted for publication or those that are in preparation

• Number references in each section; start each section with #1 • Use footnotes to indicate co-first authorship • Report peer-reviewed and non-peer reviewed separately, as described below. Please use bold-

faced type for your name in the authorship list

Peer-Reviewed Publications in print or other media • Peer review is the critical assessment of manuscripts by experts providing independent review and

critique on the work. Such experts are ordinarily not part of the editorial staff. (For further information on peer review see: http://www.icmje.org/index.html#peer)

• Group peer-reviewed publications in three categories under the following headings: o Research investigations

Must include presentation of new data o Other peer-reviewed publications

For example, reviews, case reports or series, clinical pathologic conference reports, descriptions of new methods or theories or full-length proceedings of meetings which have undergone a formal peer-review process

o Research publications without named authorship

Includes research publications of multicenter studies on which you are not a listed author but you are formally cited in the list of investigators for the study, typically in the appendix of the article

For these publications, indicate your role in the study (e.g., role in study concept and design, contribution of patients/acquisition of data, analysis and interpretation of data, drafting the manuscript, critical revision of the manuscript for important intellectual content, statistical analysis, or obtaining funding)

You should not append your name to the list of the writing authors, neither should you append your name if authorship is attributed to a writing group without individuals listed. An appropriate example of citing this work is as follows: For non-writing author: Irin MG, Cilli BM, Elman JS, and the ABC Clinical Research Network *. Quality control of measurement in multicenter clinical trials. Am J Respir Crit Care Med 2005; 356:1276-281 (*member of the investigative team cited in the appendix of the manuscript)

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For trial group citation: The ABC Clinical Research Network *. Quality control of measurement in multicenter clinical trials. Am J Respir Crit Care Med 2005; 356:1276-281 (*member of the investigative team cited in the appendix of the manuscript)

Non-peer reviewed scientific or medical publications/materials in print or other media

• Do not include articles in newspapers or magazines, books published for the lay public or educational material designed for patients or pre-college students (reported under Education of Patients and Service to the Community)

• Group materials into the following categories: o Proceedings of meetings or other non-peer reviewed research publications

Include only full-length manuscripts published from presentations that report new data but have not undergone a formal peer-review process

o Reviews, chapters, monographs and editorials

o Books/Textbooks for the medical or scientific community For each volume, indicate whether you are the author or the editor

o Case reports o Letters to the Editor

Professional Educational Materials or Reports, in print or other media

• May be for college, graduate or medical/dental students, residents, clinical or research fellows and/or peers

• Includes curricula, syllabi, tutorial cases, teaching exhibits, simulation programs, web- or CD-based educational material, training videos/DVDs

• For each item indicate: o Type of material (e.g., syllabus, teaching case)

o If published in print or on the web, provide citation (see formats provided at the end of the CV)

o Intended audience (including course number if applicable) and brief description of how the material is used locally (at HMS), regionally, nationally or internationally; if developed as a member of a committee, describe your contribution (1-2 sentences)

Clinical Guidelines and Reports • Includes guidelines, protocols or standards for clinical care developed individually or as a

member of a committee • For each item indicate:

o Type of material (e.g., clinical protocol or standard of care)

o If published in print or on the web, provide citation (see formats provided at the end of the CV)

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o Description of how the material is used locally (at HMS), regionally, nationally or internationally; if developed as a member of a committee, describe your contribution (1-2 sentences)

Thesis • Provide full citation for doctoral thesis

Abstracts, Poster Presentations and Exhibits Presented at Professional Meetings:

• List abstracts published and exhibits presented at meetings during the last 3 years which have not already been published as full length manuscripts.

• May also list all abstracts or exhibits, regardless of date or publication as full-length manuscript, which received special recognition at a meeting (e.g., juried poster presentation, meeting commendation)

Narrative Report • The purpose of the narrative is to provide a concise description of your major contributions and

achievements to those outside your immediate field. The narrative should be integrative, demonstrating the connections across the variety of activities in which you engage. It should be written in the first person. It should be limited to500 words

• In general, we suggest the following structure for the narrative: o An opening paragraph that provides an overall summary of your major activities and

achievements. Include an estimate of the proportion of your effort dedicated to teaching, research, clinical service, administrative activities and other relevant professional roles

o Description of achievements in your Area of Excellence (Investigation, Teaching and Educational Leadership, or Clinical Expertise and Innovation); may include a description of work in progress such as pending grants or manuscripts in preparation

o Description of contributions to Teaching and Education (if not your area of excellence). This may include a description of mentorship activities not discussed elsewhere in the CV

o Description of contributions in Significant Supporting Activities, if any o A final paragraph that integrates and summarizes the contributions described above

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May 22, 2009 CV Instructions

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Updates 5/23/2009 1. General modifications:

a) Please note that all tables that require more than one line of data (for example, see Regional, National and International Invited Teaching and Presentations) have been reformatted so that the date is in a stand alone column for easier reading.

b) For entries for which information about a sponsor is requested, the separate column for listing sponsorship has been removed; sponsorship is now listed in parentheses. See Local Invited Presentations for example.

c) Some examples in the earlier version have been removed or modified; some examples have been added.

d) Please note that some affiliated institutions require that the dates for postdoctoral training, faculty academic appointments and appointments at hospitals/affiliated institutions should include the month and year. The instructions and examples have been modified to reflect this requirement.

2. Other Professional Positions: Additional instructions request documentation of participation

in speakers bureaus and any roles in private for-profit and non-profit companies. 3. Editorial Activities: Example now provided for listing journals for which you serve as an ad

hoc reviewer.

4. Honors and Prizes: Selection to participate in restricted courses now added as an example of an honor to be included in this section.

5. Funding Information: a) Instructions clarify that amount of direct costs should be provided only for current grants on

which you are PI or site-PI. Amount of funding should not be reported for grants on which you are an investigator or for past grants on which you were PI or site PI.

b) The order of information presented in this section has been modified. Please see example.

6. Teaching of Students in Courses and Formal Teaching of Residents, Clinical Fellows and Research Fellows: Note that location of teaching has been added.

7. Laboratory and Other Research Supervisory and Training Responsibilities: Note change

in description of when to include supervision of technicians in the CV.

8. Formally Supervised Trainees: Note change in title to ‘Formally Supervised Trainees and Faculty.’ Description of information to be included in this section has changed.

9. Report of Clinical Activities: Table has been reformatted to include dates of practice and to

consolidate practice type and location into a single column.

10. Report of Scholarship: a) Instructions now include guidelines for numbering references. b) Note change in description of Other Peer Reviewed Publications and Abstracts.