Industry Funding Spotlight: Douglas Johnson, MD

Grants & Funding / Networking & Collaboration

Dr. Doug Johnson is the Associate Director for Translational Research at the Vanderbilt-Ingram Cancer Center (VICC) and Professor of Medicine in the Division of Hematology/Oncology. He has a strong track record in partnering with industry to conduct research projects and clinical trials. He shared some helpful insights for early career researchers seeking to partner with industry.

 

What advice do you give to your mentees seeking industry funding?

DJ: One key piece of advice my mentor, Jeffrey Sosman, M.D., passed on to me was that if you build it, they will come. My mentor and Mark Kelley, M.D. started a melanoma biobank and I helped build it up further and developed a well-annotated clinical specimen and data bank. We’ve built something really attractive to collaborators across both academia and industry, because, in many cases, access to biospecimens and clinical data is one of the rate-limiting steps.

Willingness to engage with industry is another key to building successful partnerships. Researchers don’t have to be indiscriminate and talk to everyone, but they should welcome conversations to learn how much and what type of support companies have to offer them. Increasing experience with meeting people and engaging in dialogue can help researchers work through processes and details quicker to determine if a partnership will work.

Consider win-win opportunities. The opportunity should be useful for all constituents (patients being the number one focus, but also the donor and the researcher). Undoubtedly, the potential industry partner will assess the benefits to their business. Scientists should move forward with eyes wide open, knowing they have a valuable resource, and any potential partnership needs to be mutually beneficial, useful for patients and for their own career.

Understanding inputs and outputs should be part of the process. For example, looking at input/output— will the researcher exhaust their repository to get one low-impact paper? Or, on the other hand, will they get to use cool, cutting-edge technology that will give them incredible data that leads to publications and grants, and is useful in other ways? Those are two different scenarios. I encourage my mentees to think about their discussions with potential partners to determine if it’s reasonable and makes sense for them to continue the conversation.

It’s important for researchers to consider exactly what they will get from the collaboration, because there are some industry collaborators who will extract as much as the scientist is willing to give them. Not in a nefarious way. The company might be focused on its own interests. Researchers should protect their own interests by fully leveraging their resources and making sure the relationship aligns with their research goals.

Beforehand, learn how the process works. If the scientist provides samples, will the company give the data back so the scientist can look at the results? Or will the company analyze the data themselves? Will the collaboration lead to a joint publication? Clarifying things like cost and who will pay for what are also important factors. Sort out specifics early in the process to assess fit and avoid unfortunate discoveries six months into the contracting process. Thankfully, here at Vanderbilt, we have a great contracts management office, VUMC Office of Sponsored Programs-Contracts Management, and the Center for Technology Transfer and Commercialization to help guide and manage such processes.

Failing to build a partnership isn’t a bad thing. Potential partnerships might fail for various reasons—misaligned legal requirements, unbalanced or incongruent objectives among constituents, and even differences in methods (analytically or how biospecimens/samples are handled). The goal is to ‘fail fast’ to avoid devoting too much time and effort to an untenable partnership.

Not all partnerships with industry result in large funding opportunities, but they might still be worth pursuing. If a company is interested in a particular biomarker or has a new sequencing assay or some kind of AI signature that they’re interested in, a scientist with samples or clinical data might benefit from collaborating with that company. Typically, those opportunities are more useful for getting papers published and building name recognition than they are for providing significant career funding. The company might cover the cost to do the assays and not offer anything more substantial. That should not be a deterrent to collaborating with them. Joint, high-impact papers might be the only immediate reward, but the work could later result in funding from the same company or from a referral. In the cancer world, a common mechanism is to function as a sub-investigator within an industry-sponsored clinical trial. These types of opportunities exist across other disciplines and with translational research too.

 

Where can scientists meet potential industry partners or find investors?

DJ: Mentors can function as conduits to new relationships through their network. My mentor introduced me to different people and facilitated my authorship of papers. I met a number of people that way, including a scientist working on immunotherapy, which led to a clinical trial examining the effects of the PD-1 inhibitor.

Being able to leverage a mentor’s connections can be instrumental in launching the careers of researchers who are just getting started. I was fortunate to have a mentor who allowed me to do that, so now I do the same for my mentees. It becomes a virtuous cycle when you experience success using this strategy. Other scientists witness your methods and not only try to emulate the pattern, but seek to collaborate with you.

National and local professional meetings can serve as a gateway. Speaking for oncology, the American Society of Clinical Oncology meetings are well attended by industry, which provides many opportunities for professionals in the oncology field to build relationships with industry contacts. Medical science liaisons or other people who are influential within the research division of a company are also good sources. Willingness to interact with those individuals, remaining open to hearing what they have to say, can produce unexpected rewards. Be patient. I would say the success rate for landing a partnership (relative to the number of initial conversations I’ve had) is probably around 10 or 20 percent.

Occasional opportunities for industry grants are possible, though more an exception than the rule. Most of my dealings with industry have been an in-kind collaboration where we provided the samples, they provided the sequencing, and then they gave the data back to us and we could do whatever we wanted to with the data.

Patient philanthropy can sometimes be a surprising source. I would encourage scientists to talk about their research with patients. Most patients don’t have an appetite for hearing about your research but describing your work in a clear and passionate way to the few that do want to listen potentially allows them to catch the vision and could get them excited about funding your project.

Cultivate connections with leadership and clinical partners. This is especially important for scientists who don’t work in a clinical setting (PhDs). Leadership has ties to philanthropic sources and may think about a particular scientist more readily when an opportunity surfaces, especially if the scientist is excited about their research and is highly productive. If it makes sense for a PhD scientist to collaborate with a clinician who might be less interested in research or who doesn’t have a big research program, they can leverage their expertise to gain traction for the project with key constituents. The goal as a researcher should be to cast a wider net which can provide a bridge that connects them to people in not only in academia, but also those in industry and at other philanthropic organizations.

 

Douglas Johnson, MD, is an oncology researcher exploring ways to profile cancers to predict which patients will benefit from immune therapies and has published numerous papers in this area. He is also focused on understanding the effectiveness and toxicities of immune therapies in high-risk patients, including those with autoimmune disorders, advanced age, or organ dysfunction. Dr. Johnson is the lead investigator on numerous clinical trials at Vanderbilt.

 

Drug Development: What to Expect When Pursuing a Partnership with Industry

Doing Research / Networking & Collaboration

David Merryman and his research group’s work in targeted drug strategies has led to multiple forays into industry collaboration and company development.

He admits that the path to drug development has been more nuanced than expected as he continues to work towards his ultimate goal of advancing a new drug into the clinical setting.

Reflecting on his experiences, he candidly shared his observations on navigating industry partnerships and starting a biotechnology (biotech) company.

 

 

How did your partnership with one of the largest pharmaceutical companies in the world materialize?

Merryman: I have two collaborators, both named Craig. Craig Lindsley is a medicinal chemist and pharmacologist. He runs the Warren Center for Neuroscience Drug Discovery. His group focuses on drug design. Craig Duvall works in biomedical engineering. He develops carrier-free RNA drugs. My lab identifies the mechanism and the need. They work to design the new drug or new delivery method. In collaborating with their labs, we’ve filed patents around new chemistry to deliver drugs.

Craig Duvall and I formed an industry partnership with Bayer in Germany to develop a drug for kidney disease as part of their kidney disease drug development program. The partnership dissolved prematurely when Bayer shifted away from that program towards developing biomarkers and clinical studies as the company faced increased litigation surrounding its acquisition of the Monsanto corporation, the manufacturer of the weed killer Round-Up. After a year, Bayer returned the patent it had licensed from Vanderbilt and ended the partnership.

After that, Craig Lindsley and I collaborated in making a new drug. Following a few failed attempts at partnering with various companies, we launched SERO Pharmaceuticals, a clinical-stage biotechnology company, which is about a year old. We’re trying to raise money to do IND (Investigational New Drug)-enabling studies and get to a clinical trial. For a couple of years, Craig and I were primarily looking to partner with a drug company. We didn’t want to start a company, but we ended up starting one anyway. One benefit is that we have agency over what we choose to focus on.

 

Would you share some takeaways based on your experiences?

Merryman: In academic medicine, discovery of new applications for existing drugs, or gaining a deeper understanding of disease progression, is important, but what’s more valuable to investors is having patentable materials, novel chemistry, or novel compounds that are patented.

Projects that are further along in development are more attractive to investors, as are ones that demonstrate knowledge of the toxicology features of a drug (whether the drug can make people sick). Surprisingly, in previous pitches, even with strong preclinical data based on animal models demonstrating a drug worked on the disease, a lot of the big companies told us to come back after we had human data. Once you get past a phase 1 clinical trial, lots of companies become interested, but it might cost around $10 million to do the trial. That’s a heavy lift.

Investors are also interested in the development of biomarkers. In a lot of drug development processes, investors either want a specific drug mutation that they can hone in on and they know exactly how it works, or they want biomarkers in the phase 1 trial that will give them confidence that a very expensive phase 2 trial will most likely work.

We had to be overly prepared for a fair amount of scrutiny from potential investors. There were lots of questions. Sometimes we were questioned about our knowledge of other projects that only the senior members of the companies we were pitching to had knowledge of. Companies could be vetting multiple projects simultaneously or evaluating their competition. The information we provided seemed disproportionate to how much feedback we received after being rejected. To move past the disappointments, it’s always been important for me to stay focused on my desire to develop drug therapies that can improve the lives of patients.

Preparing for the long game is helpful. You’ll kiss a lot of frogs. However, it’s also important to keep in mind that patents have a 17-year lifespan. You need to accelerate through the development process to get to your Investigational New Drug (IND) studies. And you have to factor in a minimum of two years for clinical trials, if they go splendidly fast. Companies that invest heavily in new drugs want at least ten years of protected patents where only they can sell those drugs.

Final thoughts?

Merryman: I’ve seen drugs succeed commercially that weren’t the best drug, but the scientist was savvy in lining up multiple investors. Networking and building relationships with potential investors and people in industry are important.

 

David Merryman, PhD, is the Walters Family Professor and Associate Chair for the Department of Biomedical Engineering. His research examines the role of mechanical forces in altering cardiovascular, pulmonary, and renal cell function at the gene, phenotype, and protein levels, with particular focus on the serotonin 2B receptor and cadherin-11.

Industry Contracts: What PIs Need to Know

Grants & Funding / Networking & Collaboration

You might have noticed that industry funding has become a much more desirable part of a PI’s funding portfolio in 2025 than it has been in the past. VUMC’s Office of Sponsored Programs – Contracts Management department is here to help.

While each industry contract is unique, if you’ve never done a collaboration with industry before, here are the broad outlines.

Get Confidential

You’ve met a representative from Pfizer or a biotech startup at a conference, or they’ve reached out to you in email because they think you’re perfect for a collaboration. Before you share any unpublished data or other proprietary information, work with your department/division’s AO or grants manager to get a confidentiality agreement or non-disclosure agreement (also called a CDA or NDA) in place. This protects you and your work from being scooped.

Companies will usually have a draft agreement pre-written, but if they want VUMC to provide a draft, we have CDA templates suited for one-way or mutual sharing. Prior to having discussion with a company, you or your AO/grants manager should submit a CDA request in PEER. OSP turns CDAs around quickly, aiming to review and send comments within 24 hours, and then once agreed and signed, you’re good to set up a discussion to iron out the details of the proposed collaboration with the company.

Confidentiality agreements should be in place even for discussions of potential non-funded collaborations (e.g., a company plans to send you compound or you plan to send a company patient samples and no money is changing hands). If you’ll be discussing a multi-site project you developed, you should also have a confidentiality agreement with each potential site.

The Definitive Contract

Once you’ve hashed out what you want to do with the company under the CDA/NDA, it’s time to set up a definitive contract. You’ll again go through your AO or grants manager, although the industry contracts team at OSP loves to get questions from PIs at any point during the process, so don’t be afraid to go directly to them too. All contracts go through PEER.

To submit the definitive contract, you’ll need:

  • A scope of work or protocol
  • A budget or budget outline (similar to a grant budget)
  • Either a draft agreement/contract from the company or permission from the company to have VUMC write the agreement.

For the common situation of VUMC being a trial site and providing patients for a clinical trial run by a drug company, the company will almost always give you their draft clinical trial agreement along with their trial protocol and proposed budget. OSP does have a CTA templates if the company permits VUMC to draft the agreement. (Add a comment to the PEER request to indicate that the company wants VUMC to draft the agreement.) For other situations, where the project idea originated with you alone or jointly with company and intellectual property belonging to you or you and the company jointly is likely to be generated, you’ll need to write the protocol or scope of work alone or jointly with the company.

This can sound intimidating, but for most purposes, they’re quite simple. An animal study is often only 1-3 pages, while other types of studies may be a bit longer. It needs to contain the following:

  • Background. The research question and, broadly, how you plan to tackle it. Think of this as the specific aims.
  • Resources each party is bringing to the table. What are you contributing to the project? Mouse models, patient enrollment, samples, software? Don’t forget: Your expertise is a resource! What is the company contributing?
  • Materials. Will anything need be transferred between you and the company in order to conduct the project, and if so, what and how? (Data, samples, equipment, mice…)
  • Performance obligations. Describe what each of you and the company will do and how you’ll do it. For example, you will perform an animal study under IACUC approval, and here’s a one-page description of how that study will be performed. Similarly, what will the company do and how will they do it? For example, the company will provide funding and its proprietary compound for you to test in your mouse model.
  • Deliverables. Often includes progress reports and a final report, or other milestones. Indicates if you’ll jointly publish with the company or not.
  • Budget. How you’re going to get paid. A common arrangement is for the company to provide 33% up front, 33% upon some sort of mid-point milestone, and 33% at completion, but other arrangements exist.

A common reason for contract requests in PEER to be kicked back to you for revision is not including something necessary from the list above, such as a Scope of Work. Your AO or grants manager probably has examples or template SOWs you can work from.

Once PEER request is accepted, the assigned analyst at OSP will carefully read the contract and make sure it’s fair to both parties. OPS aims to send comments to the other party in 1-4 days of assignment.

OSP works very closely with our Tech Transfer office to make sure intellectual property (IP) is attributed and any generated IP rights allocated fairly. The most common setup is that the company has the first option to get an exclusive license to your IP and pay a royalty, but otherwise VUMC owns what you create and the company owns their own creations.

Other Tips

Working with an international company is doable, but be aware there is an international approval process, which can be lengthy. If you are considering an international research project, please reach out to OSP managers early in the process to discuss details and what to expect.

Don’t forget VU is a separate legal entity from VUMC and that working with VU will also require a contract, the same as it would with any other university or institution. The contract pathway is easier to navigate because we do it so often.

Publication rights will be included in the contract. Depending on the type of collaboration, you and the company may publish jointly or separately, and one or the other may have the first right to publish.

Industry Contracts Managers Karen Bastarache and Jing Belfiglio love hearing from PIs and encourage you to come to them as early as possible in your collaboration process to make the contract process as seamless as possible. OSP-CM’s general inbox for all OSP-CM questions, research.contracts@vumc.org, is monitored every day.

Making the Rounds In Palliative Care, One Collaboration at a Time

Doing Research / Networking & Collaboration

Making the Rounds in Palliative Care, One Collaboration at a Time

 

Before it became the norm for trauma units and palliative care physicians to work together, at Vanderbilt University Medical Center (VUMC), Dr. Mohana Karlekar and her colleague, Dr. John Morris, the pioneering head of  VUMC’s trauma unit at the time, struck gold when they teamed up in 2007 to discuss how they could collaborate to improve patient care delivery.

One meeting set the tone for a partnership between their departments that has since become a seamless integration of trauma care and palliative care services that has helped shift the treatment protocol paradigm in their respective fields. In this Q & A, Dr. Karlekar shared her thoughts on this, and other collaborations that took shape during informal conversations or meetings and eventually led to initiatives that continue to expand the boundaries of interdisciplinary healthcare.

“…you should just walk around the unit and round with me!”

How did the collaboration between your palliative care department and the trauma unit come about?

When I first came to Vanderbilt University Medical Center, I was asked to meet with providers in any department who either had an interest in or needed palliative care services. When I finally caught up with John Morris, he said, “We need to start using palliative care in trauma.” This was in 2007. John thought that trauma patients could benefit from palliative care because by definition these patients all had serious illnesses. Some had been chronically ill with a complication like a fall. Others were once well but had experienced blunt trauma (i.e. from an MVC, Motor Vehicle Collision). He recognized that surgeons were not traditionally trained to communicate and having a team of clinicians who could help communicate difficult information around diagnosis and prognosis would help to deliver more goal concordant care.

In our first meeting, John began talking about all the ways we (palliative care providers) could be helpful in the trauma area. One day I was in the trauma unit for a consult with him and he said, “In fact, you should just walk around the unit and round with me!” They had at least thirty to thirty-five patients in the trauma bay, ICU and step-down unit at the time.

We went through in real time discussing what types of consults would be helpful or not helpful. It was very collaborative as we went back and forth, “In this case, I think yes, but not that one,” John would say. We decided that the patients who were appropriate for palliative care included ones that created ethical dilemmas (wide awake tetraplegic patients), had a poor prognosis (older adults with falls with a serious injury like traumatic brain injury), one with serious comorbidities who happened to come into trauma (patients with cirrhosis who had an MVC, or patients with traumatic injury with advanced heart failure. There was give and take on who might be involved from both our perspectives so it wouldn’t be stressful on either unit.

What began as, “Let’s get some consults through this robust relationship,” turned into a partnership where we now see a decent number of trauma patients. These days our palliative care trauma consults involve young people with bad brain injuries or older adults who fall, in addition to patients with terminal illnesses. Older adults have a higher incidence of bad traumatic events linked to falls, and it’s really awful to see.

That one conversation years ago led not only to patient care collaboration, but also papers published together and a quality improvement (QI) project focused on the frail and elderly. The project, Creating New Opportunities to Educate Families on the Impact of Frailty and Cognitive Impairment in a Trauma Intensive Care Unit: Results of a Quality Improvement Project, involved teaching nurses to screen for frailty and then consult palliative care for patients with frailty who were admitted to step-down, to discuss goals of care (more long term). I co-authored a book chapter with one of the surgical trauma doctors during COVID. We do yearly lectures for critical care fellows. The trauma team is involved in family meetings and trauma providers partner in palliative care service rotations. Since we started working together, we have always had someone from trauma in family meetings. Now, we work and communicate so well together that if someone from the trauma team can come, great, but they don’t always have to be there.

 

“We’re going to come up with a project together and this will be our baby.”

Can you talk about other collaborations you’ve been a part of?

Another one that started out as one thing and lead to something else was when I was asked to be a part of a group led by Dr. Gordon Bernard who had been tasked with doing palliative care research. We published COMPASS: A Pilot Trial of an Early Palliative Care Intervention for Patients With End-Stage Liver Disease. One of the group members, Cheryl Gatto, PhD, and I had a couple conversations and found that we were sort of kindred spirits. At the time, we didn’t know each other that well. We started talking one day about something that had happened within the project, and we both agreed that we needed to try to address the issue. From working together on that issue, Cheryl said to me, “Next time, we’re going to come up with a project together and it will be our baby.” I thought, Okay. I don’t know who you are, but you seem like a good person, so I’ll go along with it.

It took about five years, partly because of COVID and other stops and starts. She and I ran this pragmatic trial looking at this surprise question: Would you be surprised if this person died within a year? If the answer was “No, you wouldn’t be surprised by the high likelihood of death,” then you were prompted to do a palliative consultation. That was a trigger through what we used to call BPAs (Best Practice Advisory). Now they’re called CDMs (chronic disease management). The paper, Evaluating Performance of the Surprise Question to Predict 12-Month Mortality in Patients With End-Stage Liver Disease, was published in the American Journal of Hospice and Palliative Medicine. We now have approval to incorporate this CDM into eStar to be used in real time for inpatient clinical practice.

As we began collaborating–I know what my skills are and what my skills aren’t–though I can publish, I’m not a good statistician. So, I mentioned to Cheryl that we do a fellowship research project every year. I asked if she would be interested. She joined the project and for the last two years has been the research point person for which she really has no reason to do. She has a busy job running pragmatic trials with a colleague. She is very passionate about palliative care from personal experience and has been such a wonderful source of information. She picked my brain about certificate courses and ended up completing a certificate course in palliative care, even though she didn’t have to. Now we’ve become really good friends and collaborate on a number of things.

Considering all that she does…Operations Director for the VUMC Center for Learning Healthcare, running clinical trials with the center’s Medical Director, Dr. Matthew SemlerI wondered why she would ask for my help to run a project. She told me, “All you have to do is be the content expert.” That’s the other part of it as well. I told her OKAY but you’ll have to teach me. She sent me all these articles on pragmatic trials. She sent PowerPoints. I read about pragmatic trials, and she read about palliative care. I’m sure she knows more about palliative care than I know about pragmatic trials, but we both learned from each other. Beyond the projects we have our friendship which is the best part.

 

“A nurse in Zambia needs someone for her PhD mentor group.”

Another sort of accidental collaboration happened because a colleague at the cancer center Dr. Rajiv Agarwal, an oncologist who is a part of our inpatient Palliative Care Consultation service mentioned that a nurse practitioner in Zambia needed someone for her PhD mentor group. I said laughing, “We need to find a way to go to Zambia!” Time passed and I hadn’t heard any more chatter about it. I asked Rajiv for an update. He told me if I was interested, I should reach out to the nurse to find out. Again, recognizing my research skills/limitations, I pulled Cheryl in, and we had a call together with Rajiv and the nurse.

Eventually the nurse sent me the information. They had an NIH SHEPIZ (Strengthening Health Professional Workforce Education Programs for Improved Quality Health care in Zambia) Grant. She said they needed people to come teach in Zambia. I have a friend who by weird coincidence spent a year in Zambia about 25 years ago. She and I went last year and taught for two weeks in Zambia.

We created a certificate program for them. We met local leaders in healthcare and palliative care in Lusaka, Zambia. A year later, we’re rolling out a virtual teaching seminar to keep that going. They joined us as guest faculty for a journal club we did back in January. We talked about opiates and what it’s like to practice pain management in a country where opiates are minimally available. The hope is that this will continue to be an ongoing partnership and that there will be a layering effect where we can touch and connect with more people.

I think when we think about partnerships, (this transcends palliative care and medicine), sometimes asking the question out of curiosity can lead to the unexpected, “What could you do…can you try doing…?” Not being afraid to ask is the key. It would not have happened if I hadn’t said out loud, “Gosh that seems cool!” Sometimes we don’t ask. That was my favorite one [collaboration] and for me, it was very transformative to go there.

 

“Maybe we should all get together and collaborate.”

Are there any other accidental collaborations you’d like to share?

One more, maybe not so accidental. When I worked in New York city I used to take care of Riker’s patients. The whole top floor of the Bellevue hospital is a Riker’s Prison, a locked unit. I incorrectly thought I knew how to take care of incarcerated patients because I knew the rules there (at Riker’s) and thought I was pretty comfortable with caring for those patients. Fast forward. Two years ago, this patient was handed over to me from one of my partners, who I consider to be very much on top of things and wouldn’t take something at face value if it didn’t make any sense. She told me we have this patient coming in from one of the prisons, but he doesn’t have capacity, so the warden is his decision-maker. It was one of those busy days, so I listened and wrote down everything. I was by myself in the unit that day with a young fellow.

That evening as I was talking to a fellow to give them a hand off, I told her the healthcare decision-maker for the patient is the warden. I stopped in my tracks and said, “That doesn’t make any sense.” The fellow agreed. On my way home I said, “Let me make a call.” I contacted the ethicist. They agreed that the warden should not be the decision-maker. Eventually we tracked down the patient’s wife and I called her. She was surprised and grateful that I’d called her. I was annoyed with myself for taking something at face value at first, but then eventually I got it right. Then I thought this is probably what we all do.

We had one meeting with a group of people to try to figure out the right way to handle this type of situation. I was still upset. My office mate colleague next door does a lot of work with medical students. I explained the situation and gave her information she could disseminate, because the frequency in which we care for these patients is often enough that we know the scenario but not often enough that we’re skilled in what to do. She replied, “We should do an M & M (morbidity and mortality) training about this. Three to four months later we did an M & M for the medical residents to learn about this. We ended up using this topic for the research project for the fellows. That paper has been published in the Journal of Palliative Medicine.

There was a Grand Rounds that my colleague, Dr. Wes Ely did with several people from outside the institution on incarcerated patients, de-shackling. I emailed him and told him that our fellows had sent a poster which got accepted at our academy meeting and that we’re in the process of writing a paper. “Maybe we should all get together and collaborate I said.”

Now we’re working on a collaborative effort to improve the care of patients who are incarcerated. We’re starting with a needs assessment and survey to figure out where people are, then eventually we hope to be able to make some substantive changes. We’ve reached out to nursing leadership who are onboard, ethics, and hospital police. Our division chief, Dr. Tom Elasy, offered to help us create the survey. It started as this annoyance, and I found that other people were annoyed by that same issue, and it’s something people really feel passionate about. It became this small thing that’s catching steam–another example of how collaborations happen unexpectedly.

 

Dr. Mohana Karlekar is an associate professor of Medicine and Section Chief of Palliative Care at Vanderbilt University Medical Center (VUMC). She helped co-found the Vanderbilt Hospice and Palliative Care Fellowship.

Her areas of interest and expertise include primary palliative care education, the intersection of palliative care and trauma and more recently advancing palliative care in Africa and the care of hospitalized carceral patients. In 2018, she served on the Tennessee Palliative Care and Quality of Life Task Force and has served as chair of the Tennessee state palliative care council since 2019.

 

Predicting Whether a Collaboration Will Work

Book Reviews / Networking & Collaboration

We know collaborating on common goals with outside groups is a good thing, but how can you know going in that a collaboration will be successful? Despite all the best intentions, cultural and historical factors don’t always align to support a good collaboration. It’d be nice to know that before committing on a time-consuming venture of establishing a new scientific or business relationship.

Researchers Paul Mattessich and Kirsten Johnson of the Wilder Research group have reviewed dozens of published case studies to identify factors that enhance compatibility. They distilled their research into an inventory of questions called the Wilder Collaboration Factors Inventory, contained in Chapter 6 of Collaboration: What Makes It Work. This exposition focuses on any group collaborations, not just individuals, and not just for science.

Mattessich is an experienced sociology researcher who consults on projects in Northern Ireland and the United Kingdom. There, he has dealt with latent cultural forces, often beyond a business’ control, that sometimes scuttle projects. Those perspectives clearly lie behind his and Johnson’s approach in this inventory.

For groups already engaged in collaboration, this book doesn’t offer much more than an academic exploration of social factors involved in working together successfully. It spells out 22 broad factors related to the environment, membership, process, communication, purpose, and resources. Although these categories were gleaned from case studies on collaboration, the text, unfortunately, does not provide much detail to ground these abstractions. However, for groups where resistance to cooperating might exist, this book offers a formal framework to test whether the time and circumstances are right.

Their inventory provides a comprehensive diagnostic battery gleaned from other collaboration’s shortcomings. Based on the 22 factors, it offers 44 statements to test a collaboration’s readiness. These questions should be asked before a collaboration begins. Questions include:
• Question 9: The people involved in our collaboration represent a cross section of those who have a stake in what we are trying to accomplish.
• Question 31: The people who lead this collaborative group communicate well with its members.
• Question 43: The people in leadership positions for this collaboration have good skills for working with other people and organizations.
They are meant to engage your mind with practicalities to get ready for success.

Fraught social circumstances can kill even the most well-supported collaboration. Sometimes, those circumstances are beyond any collaborative party’s control, too. Asking the not-so-obvious questions ahead of time can provide a good foundation for an effort’s dynamics.

In academe, foreseeing rough patches with other labs, foundation groups, or industry partners can lead to more successful outcomes. Diplomatic care isn’t just for a nation’s foreign policy; it can help figure out whether to make a deep dive in a new partnership or save effort. Tools like the Wilder Collaboration Factors Inventory can help a group predict whether such collaborations are worthwhile ahead of time.

Collaboration: What Makes It Work
By Paul W. Mattessich & Kirsten M. Johnson
3rd Edition
Copyright © 2018
Fieldstone Alliance
ISBN13 9781683367918
Page Count: 108

The Power of Strong Collaborations

Doing Research / Networking & Collaboration

Biomedical science is no longer primarily conducted by brilliant individuals running their own labs and writing paper after paper using the same methodology that they have perfected over the course of their training and career. Even the seemingly simplest of projects likely requires use of another lab’s equipment or model, or utilizes multiple Core facilities and services. Some may see this approach as diluting the importance of each contributing author, but in fact it enables a far greater influence and benefit of any one individual’s work.

There are many reasons why successful scientists collaborate:

– It’s a chance to learn new scientific approaches and access new techniques, models and equipment.

– You can greatly expand your publication record. Although a series of middle author manuscripts won’t make or break a tenure package, it certainly demonstrates a collaborative scientist who fits well within the local research community. Tasks that seem routine to one lab may represent a critical control for a manuscript from another group and earn a spot on the authorship list. Likewise, engaging other people and their specialty area will allow you to level-up your own work and submit more compelling stories to stronger journals.

– Reading and editing the work of other people is a great way to learn better writing skills for manuscripts, grants and posters. Many useful style tips and tricks can also be gleaned from the way other people edit our own work. Once we leave the trainee state the opportunity to have someone thoroughly red-line our work diminishes and it is a gift when it happens. In academia, editing is how we show that we care!

– You can share the highs and lows. An academic career entails a lot of rejection and it can be hard not to internalize a rejected paper or a triaged grant. Writing and submitting with other colleagues that you know to be brilliant can help to convince you that a poor score really may be due to the vagaries of the review process rather than a personal attack or judgement. Two (or three) heads are better than one in planning a new line of attack and the celebratory champagne also tastes better when shared.

There are several ways to increase your collaborative reach:

–  First, do your research. Find local experts and contact them directly. Invite them (or a trainee from their lab) to present data at your lab meeting, or offer to present something to their group. Be clear about what you need and what you will offer in return such as authorship, funding, or future joint grant applications – particularly if what you are asking for might be costly in time or research funds.

– Graduate students and post-doctoral fellows are a great way to expand your reach. Serving on committees will introduce you to work that is going on in other labs and you may be able to offer your own expertise to enrich their projects.

– Internal seminars are a great place to meet new colleagues. Ask questions of the speaker afterwards, introduce yourself, and find your shared interests.

Some collaborations may only last as long as it takes to get a manuscript published, whereas others may last for years. But remember, if the grant application is successful you will be stuck with that person for years so a functional working relationship is just as important as the science itself. And sometimes, just sometimes, a simple scientific question results in manuscripts, funding, and friendship.

 

More Resources

Connecting Through Poster Sessions

Navigating Academic Relationships

Paper-Writing Checklists To Prevent Headaches Down the Road

Perfection is a Productivity Blocker

Doing Research / Networking & Collaboration / Trainees

I recently attended the Edge for Scholars Retreat: Building Collaborations, Creating Connections and learned so much about connecting with others throughout an academic career. Meeting new people at a similar career stage and getting advice from those who have gone before us made for an invigorating and inspiring day.

A piece of advice that was shared during a roundtable discussion really stuck with me: Learn where your B+ work is okay. *Skrrrt* Wait, what? I am an A+ student. A high achiever. A…perfectionist. How could I possibly produce less than THE BEST?

While I am of course exaggerating (kind of), this advice got me thinking about how often my colleagues and I do struggle with perfectionism. Scientists are generally high achievers and producing anything less than our best might feel like failing. However, perfectionism is often a barrier to progress. So, how can we be okay with our B+ work sometimes? Some things to keep in mind:

  1. Perfection is impossible. I know, I know. Everyone knows this. But do you truly believe and accept it? Even if perfection was theoretically possible, would you ever actually believe you reached it? I suspect if your expectations were reached, you would probably just raise your expectations further. Besides, everyone’s definition of perfection is different anyway.
  2. Perfection makes us less relatable. Showing others your flaws takes pressure off of them to feel like they have to be perfect. Especially in mentoring, we owe it to our mentees to show them that we make mistakes, too. This also makes us more approachable and takes away the fear of backlash when our trainees make mistakes. Furthermore, we each have a desire to be loved for who we are. I don’t know about you, but I don’t want to constantly wonder if people like the real me or just the “perfect” version of myself I allow others to see.
  3. Perfection blocks growth. Progress and process are just as important as the outcome. Taking risks and trying new things and failing at them is how we learn. Of course, we should strive to do good work, but waiting for it to be perfect before we share it with others can be a huge waste of time. The best example I can think of for this is scientific writing. Don’t wait for your draft to be perfect before you share it with a colleague or mentor for feedback! Involving others early and often can help you develop your skills more quickly and expend less mental and emotional energy you can use toward other things. I promise they won’t think you’re dumb.
  4. Perfection blocks opportunities. Perfectionism often grows out of a desire for control. By trying to control everything, you might take away opportunities from others, blind yourself to alternative ideas and perspectives, or have unrealistic expectations for yourself and those around you. Scientific advancement requires diverse backgrounds, ideas, and skillsets. Letting go of our original “perfect” plan makes way for better plans to arise that we hadn’t yet thought of.

We probably shouldn’t have needed a global pandemic to teach us that disruptions and interruptions are a part of life and that we just can’t control everything, but some of us are slow learners when it comes to perfectionist tendencies (hi there!). It is a process to learn how and when to let things go, but a necessary one. As we begin to learn where our B+ work is okay, we will improve our well-being, time management, and yes, our productivity.

Pro Tips for Networking and Collaborating

Networking & Collaboration

One recently promoted PI and another more senior who both started leading large multi-site studies early in their careers shared their best advice on networking and collaborating at a recent Vanderbilt event for early career researchers.

Digna Velez Edwards, PhD
Professor, Obstetrics & Gynecology

Put yourself out there and find your flock.

Plot out a five-year plan. What does it look like? What do you need to get there?

  • A vision for your future, both personal and professional, helps you determine next steps
  • Knowing areas where you have room to grow helps you achieve your goals
  • Figure out your resource needs and get them met

As a new investigator, building a national and international reputation means stepping out of your comfort zone:

  • Invite yourself to social opportunities
  • Don’t be alone at a conference
  • Send emails to potential collaborators you have never met (and meet them!)
  • Give seminars to groups of potential collaborators

Capitalize on national meetings to network and build collaborations.

Figure out a way to market yourself to potential collaborators:

  • Business cards
  • Social media
  • Blogs
  • Seminars

Use your mentors’ networks:

  • Your mentors have connections that can help you get started
  • Mentors can also act as a sounding board for potential collaborations (ask them what they think and whether they have worked with a potential collaborator before you agree to work with someone)

Lorraine Ware, MD
Professor, Medicine and Pathology, Microbiology & Immunology

Building your network:

  • Go to talks outside your department
  • Give talks outside your department
    • Common disease mechanisms cut across specialties
  • Meet with visiting professors
  • Be a visiting professor
  • Attend a national meeting that is outside your comfort zone, especially small meetings
  • Volunteer for grant reviews
  • Volunteer for committees in regional and national professional societies
  • Talk to your NIH program officers

Entering into scientific collaborations:

Collaboration is like a garden. Get your tools.

  • Ask first:
    • Will this collaboration advance my science? My career?
    • Are there risks in this collaboration?
    • What is the track record of this collaborator?
  • Establish authorship up front
  • Insist on data transfer and material transfer agreements
  • Make sure IRB approval is in place before beginning the project
  • Establish goals and timelines up front and maintain open communication
  • Keep up your end of the agreement
  • Keep your mentor in the loop!
  • Collaborations are like gardens. You plant a lot of seeds, but not all of them grow. Some don’t sprout, or some sprout and die, while others flourish.

Bottom line:

  • Put yourself out there
  • Serendipity—be open to it

The presenters also answered several questions from the audience.

What do you think of NIH workshops as a way to network?

Workshops can be very helpful because you get to interact with your program officer, potential reviewers, and NIH leadership, which makes you known to them.  You get invited to these workshops because of your research, but those putting them on often get invitee lists from program officers.  Talk to yours; if you’re a familiar name you’re more likely to get on the list.

How do I write a collaboration into my first R01?

When writing your first R01, only propose collaborations you have already done work with (or at least collaborations with people you know pretty well), not new ones.  Reviewers will be more convinced you can make the collaboration work if you have evidence it’s worked before.  This is somewhat field-dependent; your mileage may vary.

How do you protect yourself in collaborations?

Before you start, ask people you know who’ve worked with a potential collaborator what that person or group is like.  As the collaboration goes on, details of who will do something or who can use a particular piece of data can get murky–document who will do what in an email to your collaborators at the beginning of things and update if plans change.  Always have transfer agreements.  What data/specimens/other items relevant to your work will your collaborators get?  What will they do with it/them?  What happens to it/them after they’re done?

How do you unravel an unproductive collaboration?

Remember not to make enemies, because typically fields and subfields aren’t that big—you’ll be seeing these people for the rest of your career, and they’ll know a lot of the same people you do. End the collaboration on a positive note by first wrapping up any work that was leading to a paper or other product, then saying you’ve decided to focus on other projects or areas of research.

How do you network at conferences and meetings?

A great way to network is to go to smaller conferences.  In addition to big meetings like AAAS, AHA, or APHA, try a Keystone, Gordon, or FASEB conference, where attendees number in the hundreds rather than the thousands. For many of these smaller conferences, you can suggest topics and organize the meeting yourself, which can be a lot of work but also very rewarding. Another way to broaden your network is to branch out—go to a conference about the pathway you study, but not in your organ or disease, for example.

More Resources

Finding Community on Twitter: Why I Plugged In

Not that Kind of Year: Tales of Year 1 as a New PI

Fierce Conversations

Networking for People Who Hate Networking: A Field Guide for Introverts, the Overwhelmed, and the Underconnected

Book Reviews / Networking & Collaboration

networking-bookIf you’re like your correspondent, the very word “networking” sends a trickle of terror down your spine.  Even the thought of mingling at a conference fills you with dread.  But take heart!  “Networking” doesn’t have to be a four-letter word.  As Devora Zack admits, while it might never be fun, it can become doable if, instead of trying to mold yourself into an extrovert, you approach it like an introvert.  In this snarky and entertaining guide, Zack details a method that focuses on traditional introvert strengths like planning, listening, and following up, while giving you permission—indeed, ordering you—to recharge by taking plenty of breaks (alone, please) in order to increase the quality of the connections you make.

Instead of trying to collect an impossibly huge number of brief connections, Zack argues, those for whom that doesn’t come naturally should remain true to themselves and concentrate on deeper interactions with those few they identify as good prospects.  That identification often comes from planning.  (Example: Reading up online about the research interests of potential mentors or collaborators before approaching them at a conference’s welcome gathering.)  Once the contact is made, introverts should harness their good listening skills by asking open-ended questions and paying attention to the response.  Then, the next day, follow up with a personalized note referencing that conversation.  Now you’re much more than another barely-remembered name from a conference.

Zack has plenty of other tips for making networking events go more smoothly (and even for how to painlessly turn other interactions, like airplane rides, into networking opportunities).  Chapter Seven suggests arriving early so the room is less crowded and intimidating, and volunteering where possible, because a structured role gives you a reason to step away from the wall and interact with others with a purpose rather than flailing for topics of conversation.  There’s even an entire section on how to make a nametag that makes the best impression.

And guess what?  The advice in this book is just as salient for extroverts as it is for introverts.  Everyone’s networking can benefit from good planning and good follow up.

Networking for People Who Hate Networking: A Field Guide for Introverts, the Overwhelmed, and the Underconnected
Devora Zack
San Francisco: Barrett-Koehler, 2010

More Resources

To Succeed, Forget Self-Esteem

Not that Kind of Conference: Attending Clinical Conferences as a PhD

Fierce Conversations

Connecting Through Poster Sessions

Communication / Doing Research / Networking & Collaboration / Trainees

Imagine you’re at a poster session. As you walk by the posters, you instantly understand the key points and ‘get’ the research. You find yourself stopping, reading, engaging with the presenter, and you’re inspired to think more broadly about your own work. Posters designed with the audience experience in mind create engaging sessions leading to new connections and collaborations.

Christine Kimpel’s better poster design (image by Helen Bird)

That poster I noticed? The judges noticed it too and it won third place at Vanderbilt Translational Research Forum and a travel grant to Translational Science 2022.

I reached out to Christine Kimpel BSN, RN, MA, PhD(c), whose poster inspired me, and Caroline Taylor, Sr. Graphic Design/Multimedia Specialist for Vanderbilt University School of Nursing, who collaborated on the design of Christine’s poster, to share their insights with Edge for Scholars.

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11 Quick Design Tips to Instantly Improve Your Poster

  1. Write clearly and concisely.
  2. Use bullet points and numbered lists to break up full sentences and paragraphs.
  3. Make each section shorter than a paragraph.
  4. Avoid big words in your title.
  5. Choose a sans serif font.
  6. Use the same font for the titles and body text. Make title font bigger and bolder.
  7. Format titles the same. Format body text the same.
  8. Left align text.
  9. Use 3 colors or less. Choose one of these colors to be the main color.
  10. Add images to break up a text heavy poster.
  11. Ask a colleague in a different field to give feedback.

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Better Poster Design

The Better Poster is designed to maximize insight, encourage conversation, and make it easy to quickly understand the research.

Better Poster Template (image by Mike Morrison)

The main finding, or key takeaway, is written in plain language and placed front and center. It is 12-15 words and easily read from 10 feet away. On the left is an overview of the study and to the right are the findings. A QR code links to more information.

Mike Morrison designed the new poster format and encourages presenters to adapt the template for their own needs, while keeping the poster clean, concise, and easy to read.

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Newbie Strategies for Starting a Poster

  • Start 3-4 months before you need to print the poster.
  • Check the conference guidelines for required poster sections and size.
  • Know the resources at your institution (graphic design, poster printing, etc.) and contact early.
  • Work on the text a little bit and then leave it for a few days to get perspective.
  • The results and discussion sections take the most time and thought.
  • Posters are not read from start to finish. Each element should be understandable in any order.
  • Discuss the best way to show results with your research team.
  • Give your research team 2 weeks to review the poster. A call is helpful to hammer out the details.
  • Be mindful of time and how long it takes to print the poster.

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Steps for Creating a Poster in PowerPoint

Use PowerPoint Designer and SmartArt to convert text to graphics, icons, and charts. (image)

  • Write the text first.
  • Change the PowerPoint slide to the actual size of the poster.
  • Use separate text boxes for each section. Left align text.
  • Copy the text info into the poster. Does it look chaotic?
  • Eliminate unnecessary words and cut the text down until it will easily fit on the slide.
  • Use bullet points to break up paragraphs and create space.
  • Zoom to 100% in PowerPoint. If you can’t read the text, your audience won’t be able to either.
  • Use PowerPoint Designer and SmartArt to convert text to graphics, icons, and charts.
  • Design your poster on a main slide, but have other slides open to work on different elements.
  • Put image credit directly under image, even if you use a free site.

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Resources

Research Poster Best Practices

Better Poster Templates

Create a Better Research Poster

#betterposter

Select a Color Theme

Copyright Free Images (Unsplash is an Edge for Scholars favorite)

Free Icons

Free QR Code Generator

Poster Accessibility for People with Disabilities

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Books

Better Posters: Plan, Design and Present an Academic Poster by Zen Faulkes

Effective Data Visualization: The Right Chart for the Right Data by Stephanie Evergreen

The Wall Street Journal Guide to Information Graphics: The Dos and Don’ts of Presenting Data, Facts, and Figures by Dona Wong

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Thank you to Christine Kimpel and Caroline Taylor for sharing their expert knowledge with Edge for Scholars.

Christine Kimpel is a Registered Nurse, a PhD Candidate at the Vanderbilt University School of Nursing, and a first year Fellow in the VA Quality Scholars Program. Her clinical experiences with Palliative Care spurred her interest to explore determinants of Advance Care Planning. She earned her BSN (cum laude) and MA degrees from Kent State University. Her dissertation research focuses on identifying Age-Friendly Environment factors of Advance Care Planning among low-income, older adults. She plans to develop this program of research around the use of community-based participatory research approaches to reduce Advance Care Planning and Palliative Care inequities. Christine serves on the board of the Middle Tennessee Chapter of the Hospice and Palliative Nurses Association. Additionally, she is a member of the Iota at-Large chapter of Sigma Theta Tau and the Tennessee Nurses Association. At the VA, she is collaborating on the deployment of a quality metrics dashboard.

Caroline Taylor is a Sr. Graphic Designer / Multimedia Specialist for Vanderbilt University School of Nursing. There, she specializes in creating visual marketing objectives that best benefit the school, as well as faculty and staff. Her research poster designs have been featured by VUSN’s faculty, winning nationally ranked awards.

Christine Kimpel BSN, RN, MA, PhD(c) won third place at Vanderbilt Translational Research Forum.

 

Further Reading from Edge for Scholars

Best Poster Resources for Trainees

The Newbie’s Excellent Infographic Adventure

PowerPoint Hacks for Scientific Poster Design

Making a Better Research Poster

Networking for People Who Hate Networking: A Field Guide for Introverts, the Overwhelmed, and the Underconnected