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Start off on the Right Foot: How to Plan and Maintain a Solid Training Program. Stephen A. Rydberg BA RLATG Rebecca Serriello BS CVT RLATG Rebecca McCarthy BA RLATG. Agenda . Stephen Rydberg- “Formulating the Plan” Rebecca Serriello- “New User Facility Orientation”
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Start off on the Right Foot: How to Plan and Maintain a Solid Training Program Stephen A. Rydberg BA RLATGRebecca Serriello BS CVT RLATGRebecca McCarthy BA RLATG
Agenda • Stephen Rydberg- “Formulating the Plan” • Rebecca Serriello- “New User Facility Orientation” • Rebecca McCarthy- “On The Job Training Modules and Beyond”
>11,000 employees worldwide Helping patients in 100 countries 17 manufacturing sites 9 genetic testing lab sites 19 major marketed products 2008 revenue of $4.6 billion 85 locations in >40 countries Henri Termeer: Chairman, CEO Who we are-Genzyme
Size ~50K sq ft. ~40K animals/year 1200 studies/year Staff Approx 50 FTE’s Work groups Husbandry Technical Internal Programs Training Compliance Department of Comparative Medicine
Who we are...and where we came from • Then (pre-2003) • Informal • Small staff • Now • Structured • Larger Staff
DCM – Training Program David Lee-Parritz DVM -Director DCM Lynette Trumbore -Associate Director Internal Programs Rebecca Serriello Stephen Rydberg Rebecca McCarthy Orientation IACUC Safety Science Staff DCM Staff
Formulating the plan Stephen A. Rydberg BA, RLATG Training Specialist Principal Department of Comparative MedicineGenzyme
Why a training program? • The Guide tells us (pg 13.)….”AWRs and PHS Policy require institutions to ensure that people caring for or using animals are qualified to do so.”
What are our needs? • Goals • Self-assessment • Direction • Planning • Integration • Implementation
Goals of a solid training program • Quality science • Animal health and welfare • Safety • Compliance
Academic Multi-users with different needs Post docs, grad students, internal staff Higher turnover rates De-centralized Self assessment- Who are we?
Private Biotech Similar focus users Scientists, Internal staff Lower turnover rates More centralized Contract Lab Similar focus users Internal staff Highly centralized Self assessment cont’d
How big are we? Number of “noses” Square footage-Multiple buildings Staffing Self assessment cont’d
Other things to consider • Compliance issues • Animals/people harmed • Are too many mistakes happening? • Is data being rejected by the FDA, journals, etc.? • Group is getting too large • Are outside resources inadequate? • Does it take too long to get people trained?
Who will assist in the designs? • How can we involve our staff? • Canvas program members to see what works best? • Work from a “template”? • Previous institution • Familiarity • Comfort • Start from the bottom-up?
Planning • Organization • Who will be in charge? • What tasks will we train? • Who will staff this group? • How do we identify a qualified trainer? • Technical skill-AALAS certifications • Experience • Educational challenges • Manual vs. didactic training • Adult learners • ESL
Planning continued • How many staff do we really need? • Can we utilize training “assistance items” such as videos and online training? • Documentation • Paper records • Electronic capture (database)
Compliance married with training IACUC and QA requirements If it’s not going to be accepted…why do it? Tracking training Assigning “qualifications” Based upon title Based upon duties Make training available Training plans Management involvement is key Ensures staff is available, motivated and accountable Maximizes trainer time Ensures trainer is available, prepared and accountable Training goals are clearly defined and attainable Integration
Implementation • Communication and scheduling • Training database-automated reminders • Highly organized trainers • Centralized scheduler of trainers • Paper-trails/E-mail notices • Ease of access to scheduling • “Hard copy” that communication was sent • Ability to forward to another trainer for coverage
Don’t forget about the trainer! • LAWTE involvement • AALAS involvement (local branches as well) • Outside training • Presentation skills • Scientific/technical writing • Computer skills • May not be directly related to animal science • Allowing time to fit into their schedule • Trainer’s lament…”I’m too busy!” • Schedule yourself
New User Facility Orientation Rebecca Serriello, CVT, RLATG Training Specialist Senior Department of Comparative Medicine Genzyme
Orientation • Department of Comparative Medicine (DCM) • Science staff • Scientists • Research Associate/Assistant • Intern • Facilities Department & Contractors
Don’t hurt the animals Maintain Biosecurity Orientation Goals- Animal Welfare
Don’t hurt yourself Protect the public Orientation Goals- Safety
Maintain equipment Write it down when it happens Orientation Goals- Good Science
Protect your company’s interests Protect your job Orientation Goals- Company’s Resources
General principles of animal care, safety and science Site specific features How to get around Where do I find things? How to get help Compliance- IACUC, QA, documentation Unique needs of the individual Why Orientation?
Introduction Reading materials SOPs Safety modules and documents Facility manual Facility Tour Wrap up Animal Facility Orientation at Genzyme
SOPs Large amount of information Required Access procedures & PPE Labeling of Chemicals Storage of test materials IACUC Veterinary care Good documentation & use of data forms Orientation DCM & Science Staff
Facility Manual Facility Usage Agreement IACUC, HR & legal approved document Orientation for DCM & Science Staff
Biosecurity Chemical waste satellite area PPE Fire evacuation policy, muster area Animal related risks Facility Tour
Facility access SOP Document training Facility tour Importance of biosecurity Educate Contractors/Facilities Orientation
Document training Identify further training Communication Security/Manager Portal links SOPs Point of contact information IACUC personnel amendment Next steps…
On The Job Training Modules and Beyond Rebecca McCarthy Training Specialist Senior Genzyme LAWTE 2009
Terminology • Qualifications=Curriculum • Components=Skills • OJT=Tool for trainers to train a skill • Skills • Didactic>SOP, video, AALAS manual, lectures • Module=Reference/Take home material • Proficiency
Curriculum • Group of SOPs and skills required to execute the requirements of a functional job description • Example: Rodent Technician I must be able to perform basic technical procedures on study • Curriculum=Rodent Substance Administration, Rodent Basic Blood Collection, Study Outline/Protocol Review, Rodent Handling and Restraint, Rodent Health Monitoring, Rodent Tissue Harvesting, Rodent Basic Urine Collection • 6 Skills=Drug Calculations, Rodent Basic Injectable Administration, Small Animal Scale Balancing • 7 SOPs=Research Facility Operations-Rodents, Procedure for Reporting Lab Animal Adverse Events, Administration of Substances within the Animal Research Facility
Basic Injectable Administration (IP,SQ, IM) Rodent Oral Dosing Drug Calculations Small Animal Scale Balancing/Leveling and Calibration Skills/Techniques(Rodent Substance Administration)
OJT • Didactic-SOPs, AALAS manual, video • Materials/Equipment to perform skill-Needles • Critical Points • Proficiency Criteria • Progress
OJTRodent Basic Injectable Administration IP Injections-Mouse
OJTRodent Basic Injectable Administration IP Injections-Mouse
OJTRodent Basic Injectable Administration IP Injections-Mouse
Accompanies OJT Contains same information as OJT Step-by-step guide on how to perform the skill/prerequisite skills Remains with the trainee as reference guide Step-by-Step Guide
Proficiency • Demonstrates trainee can perform the skill • Reliably • Accurately • Efficiently • Criteria established by Trainers / Veterinarians / Scientist • One day to several weeks depending on task and previous experience
Proficiency (Sham) Tests • Skill specific • Demonstrates to scientist that test material is administered properly and produces a physiologic effect on the animal • Administration of a marker to animals by testers and control injector • Serum analyzed for a % level of marker in the animals blood
Expression Results of Competent Trainee Control Results No expression shown, failed sham test
Incident/Accident Failure to pass sham test Skill not performed recently Compliance Issue SOP requires retraining Refresher Training
Mentors • Senior technicians • Role models • study management • technical ability • professionalism • Development opportunity • “Train the trainer” • presentation skills • use of training documentation