This course is for early career researchers and mentors who believe that modern scientific careers require management skills and want to be research leaders. This curriculum gives you skills to effectively implement funded projects, thereby enhancing your career success. Research leaders take on a number of new roles, rights, and responsibilities--as scientific leaders, financial administrators, managers, and mentors. In this course, we explain how to optimize the people, teams, projects, and finances for which you are responsible.

Researcher Management and Leadership Training

Researcher Management and Leadership Training

Instructor: Anne M. Libby, PhD
22,162 already enrolled
Included with
409 reviews
Recommended experience
Recommended experience
Intermediate level
Experience with externally-funded research, or plans to join a scientific team or to lead funded research projects.
409 reviews
Recommended experience
Recommended experience
Intermediate level
Experience with externally-funded research, or plans to join a scientific team or to lead funded research projects.
What you'll learn
Assess the importance of management and leadership skills, and identify approaches to optimize resources when building a research career.
Identify key financial and administrative responsibilities for researchers, including regulatory compliance, financial reporting, and budgeting.
Understand how to effectively manage a research group: hire new people, manage existing employees, and engage teams to cultivate a positive culture.
Compare key responsibilities for mentors and mentees, strategically build mentorship teams, and enhance mentorship using coaching and sponsorship.
Skills you'll gain
- Project Controls
- Team Management
- People Management
- Management Training And Development
- Leadership
- Budget Management
- Performance Review
- Cost Management
- Team Performance Management
- Staff Management
- Talent Recruitment
- Project Accounting
- Performance Management
- People Development
- Mentorship
- Clinical Research
- Resource Management
- Performance Appraisal
- Leadership and Management
- Initiative and Leadership
Details to know

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There are 6 modules in this course
Welcome to Researcher Management and Leadership Training
What's included
4 videos5 readings
4 videos•Total 17 minutes
- Introduction to Researcher Management and Leadership Training•8 minutes
- Take Action to Maximize your Course: Do this First•4 minutes
- Hear from Course Faculty (OPTIONAL)•3 minutes
- Course Teaser: Why Researcher Management & Leadership? (OPTIONAL)•3 minutes
5 readings•Total 45 minutes
- About the Team: Research Management and Leadership Training•10 minutes
- Course Development Grants (OPTIONAL)•10 minutes
- Basis for Training Program (OPTIONAL)•10 minutes
- Get help and meet other learners in this course. Join your discussion forums!•5 minutes
- Learning Partner•10 minutes
Being an effective leader--of projects and people--means to understand yourself and how you communicate with others. In practical terms, this means taking steps to align the words you say with the things you do. As a leader you set a mission and vision for your work that reflects your personal values, and then show people how to contribute to your vision of a brighter future--leadership is about getting people to follow you! We will discuss leadership behaviors generally, and specifically scientific leadership. Leaders take on additional and specific roles when you lead specific people such as employees. In that case, you may take on management or mentoring functions. These are related to, but quite different in important ways, from leadership. We will introduce you to important management and mentoring skills in other modules. This module focuses on the rights and responsibilities you have as a research leader.
What's included
33 videos3 readings1 assignment1 discussion prompt
33 videos•Total 166 minutes
- Introduction to Leadership•4 minutes
- Anne Leadership Behaviors - 1. Contrasting Leadership Theories•6 minutes
- Anne Leadership Behaviors - 2. Measuring Leadership Practices•6 minutes
- Anne's Story (OPTIONAL)•8 minutes
- Anne Leadership Behaviors - 3. Kouzes & Posner 5 Leadership Practices•11 minutes
- Rich Q&A Interview on Leadership Practices (RECOMMENDED)•8 minutes
- Rich's Story (OPTIONAL)•5 minutes
- Vik Leadership Lessons - 1. Leadership Challenges & Key Approaches•4 minutes
- Vik Leadership Lessons - 2. Make Mistakes and Strive for Resilience•4 minutes
- Vik's Story (OPTIONAL)•7 minutes
- Vik Leadership Lessons - 3. Get the Right People on the Team•4 minutes
- Vik Leadership Lessons - 4. Build Culture & Trust on Team•4 minutes
- Vik Leadership Lessons - 5. Take a Big Picture View•4 minutes
- Vik Q&A Interview on Leadership Lessons (RECOMMENDED)•12 minutes
- Mark Engaging Executives - 1. Getting Advice•3 minutes
- Mark Engaging Executives - 2. Listen & Hear•4 minutes
- Mark's Story (OPTIONAL)•2 minutes
- Mark Engaging Executives - 3. Be Direct & Follow Up•3 minutes
- Mark Engaging Executives - 4. Look Forward & Manage Yourself•4 minutes
- Mark Q&A Interview (RECOMMENDED)•3 minutes
- Prem Leadership - 1. Leading Scientific Projects / Collaborations•2 minutes
- Prem Leadership - 2. Start with Productivity Plans & Choose Collaborators•4 minutes
- Prem's Story (OPTIONAL)•6 minutes
- Prem Leadership - 3. Build Your Professional Reputation•3 minutes
- Prem Leadership - 4. Teams & Delegation•2 minutes
- Prem Q&A Interview on Scientific Leadership (RECOMMENDED)•13 minutes
- Jose Scientific Leadership - Get Help to Face Challenges & Change Mindset•5 minutes
- Jose's Story (OPTIONAL)•2 minutes
- Jose Q&A Interview on Scientific Leadership (RECOMMENDED) •4 minutes
- Nee Kofi on Leading International (Multi-site) Studies (OPTIONAL)•13 minutes
- Nee Kofi's Story (OPTIONAL)•3 minutes
- Nee Kofi Q&A Interview on International Collaborations (RECOMMENDED)•6 minutes
- Nee Kofi Message to his research community (OPTIONAL) •1 minute
3 readings•Total 30 minutes
- Links: Kouzes and Posner (OPTIONAL)•10 minutes
- Links: Referenced Reading (OPTIONAL)•10 minutes
- Professional Development Goals•10 minutes
1 assignment•Total 30 minutes
- Leadership Assessment•30 minutes
1 discussion prompt•Total 15 minutes
- Minute Paper•15 minutes
New research leaders need to know about financials, reporting, and administrative obligations. If you are the research leader of a sponsored project with grant funding, then you are an academic entrepreneur. You need business skills because financial support and academic leadership come with rules, scrutiny, and new challenges. This module will prepare you to seek local answers to key questions so that you're not taken by surprise, and do not make “beginner's mistakes” with your funds. Small missteps can be extremely consequential to you as a research leader. We will help you spend research funds appropriately, on time, and as effectively as possible. You will be made aware of key practices for compliance, and prepared to adapt to the unexpected. From a regulatory or funder perspective, our goal is to keep you in compliance, out of trouble, and in good standing as a principal or lead investigator. This module focuses on the rights and responsibilities you have as a research leader and administrator.
What's included
40 videos4 readings1 assignment1 discussion prompt
40 videos•Total 197 minutes
- Introduction to Finance and Administration•4 minutes
- Tim Grant Terms & Reporting - 1. Administrative Responsibilities for Research Leader•1 minute
- Tim Grant Terms & Reporting - 2. Notice of Grant Award•4 minutes
- Tim Grant Terms & Reporting - 3. Terms & Conditions "Fine Print"•4 minutes
- Tim's Story (OPTIONAL)•6 minutes
- Tim Grant Terms & Reporting - 4. Progress Reports & Conflicts of Interest•7 minutes
- Tim Grant Terms & Reporting - 5. Public Access Reporting•3 minutes
- Tim Grant Terms & Reporting - 6. Clinical Trials Reporting & Effort Reporting•5 minutes
- Tim Grant Terms & Reporting - 7. Human Subjects & Vertebrate Animal Research •5 minutes
- Tim's Q & A Interview on Administration & Reporting (RECOMMENDED)•23 minutes
- Alison Regulatory Compliance - 1. Regulatory Compliance Top 10 Tips•3 minutes
- Alison Regulatory Compliance - 2. Administrative & Regulatory Team•4 minutes
- Alison Regulatory Compliance - 3. Protect Original Data•3 minutes
- Alison's Story (OPTIONAL)•8 minutes
- Alison Regulatory Compliance - 4. Reduce Potential for Bias & Follow the Protocol•4 minutes
- Alison Regulatory Compliance - 5. Feasibility Assessment & Continuous Training•4 minutes
- Alison Regulatory Compliance - 6. Avoid Authorship Disputes •3 minutes
- Alison Regulatory Compliance - 7. Manage Data Storage & Protect Clinical Data•5 minutes
- Alison Regulatory Compliance - 8. Manage Conflicts of Interest•3 minutes
- Melanie Financial Administration•2 minutes
- Melanie's Story (OPTIONAL)•2 minutes
- Melanie Q&A Interview on Managing Scientific Integrity (RECOMMENDED)•6 minutes
- Tim Budgets - 1. Processes to Track Spending & Challenges•3 minutes
- Tim Budgets - 2. Functional Budget: Expense Categories, Problems, & Tips•6 minutes
- Tim Budgets - 3. Personnel Expenses•3 minutes
- Tim Budgets - 4. Managing Subcontract Budgets•3 minutes
- Tim Budgets - 5. Financial Management for Clinical / Animal Studies•2 minutes
- Tim Budgets - 6. Carry-Forwards & No-Cost Extensions •4 minutes
- Tim Budgets - 7. Creating a Functional Budget: "Overhead" Costs•6 minutes
- Tim Budgets - 8. Allocating Expenses Over Time•4 minutes
- Tim Budgets - 9. Use Expense Details to Update Functional Budget•4 minutes
- Tim Budgets - 10. Reconcile Functional Budget with Financial Detail Report•5 minutes
- Tim Budgets - 11. Functional Budget Summary & Recommendations•3 minutes
- Tim Q&A Interview on Budget Management (RECOMMENDED)•20 minutes
- Pam Decision Mindset - 1. Administrative Decision-Making & Mindset (OPTIONAL)•2 minutes
- Pam Decision Mindset - 2. Consider the "Scout" Mindset (OPTIONAL)•3 minutes
- Pam Decision Mindset - 3. Decisions are Problems to Solve (OPTIONAL)•3 minutes
- Pam Decision Mindset - 4. Comparing Alternative Solutions (OPTIONAL)•5 minutes
- Pam Decision Mindset - 5. Implement Solutions & Manage Bias (OPTIONAL)•4 minutes
- Pam Q&A Interview on Common Administrative Mistakes (RECOMMENDED)•9 minutes
4 readings•Total 40 minutes
- Link: Journal Reporting Guidelines (OPTIONAL)•10 minutes
- Sample documents in Budget Lecture•10 minutes
- Galef TEDTalk link (OPTIONAL)•10 minutes
- Professional Development Goals•10 minutes
1 assignment•Total 30 minutes
- Finance and Administration Assessment•30 minutes
1 discussion prompt•Total 15 minutes
- Minute Paper•15 minutes
Management refers to getting people to perform to agreed-upon standards. We will address important practices when managing people who work for you, whether they're paid employees, or earning credit such as students. Management is one of the biggest traps for early-career researchers, from defining tasks to giving direction and correction to delivering performance reviews and professional development. Having one or more people work on your research team requires you to engage someone to work in order to advance your goals. Your goal is that they will be your extenders, and do for you what you don't or won’t do for yourself. If you manage effectively then they will be accountable and responsible for their work. This course will address key actions you will take as you start your own lab or research group: how to decide the kind of person you need; take steps to hire someone; and how to manage individuals, your team, the project, and also manage yourself. We’ll get you started on a path to effective management, improving your team’s performance and your own productivity and scientific leadership. This module begins our program on the rights and responsibilities you have as a research leader and manager of people and teams.
What's included
24 videos2 readings1 assignment1 discussion prompt
24 videos•Total 140 minutes
- Introduction to Management Part 1: Starting Teams•3 minutes
- Anne Setting Expectations - 1. Start Right on New Employee Day 1•6 minutes
- Anne Setting Expectations - 2. Use Structured, Documented Guidance•5 minutes
- Anne Setting Expectations - 3. Tips to Communicate Progress & Priorities•9 minutes
- Anne Setting Expectations - 4. Communication Protocols & Team Culture•4 minutes
- Anne Setting Expectations - 5. Get Better with Feedback•1 minute
- Rich Q&A Interview on Management (RECOMMENDED)•11 minutes
- Stephanie Lab and Project Management•4 minutes
- Stephanie's Story (OPTIONAL)•2 minutes
- Stephanie Q&A Interview (RECOMMENDED)•7 minutes
- Janine Hiring - 1. Decision to Hire, and When•3 minutes
- Janine Hiring - 2. Type of Person / Position to Hire•5 minutes
- Janine's Story (OPTIONAL)•5 minutes
- Janine Hiring - 3. Write Job Description & Plan Interview Process•4 minutes
- Janine Hiring - 4. Job Applicant Screening Process•4 minutes
- Janine Hiring - 5. Planning Interview Questions•5 minutes
- Janine Hiring - 6. Check References Every Time•3 minutes
- Janine Q&A Interview on Hiring (RECOMMENDED)•21 minutes
- Nanette Management - 1. Manage Your Staff, Project & Self•1 minute
- Nanette Management - 2. Manage your Team•3 minutes
- Nanette's Story (OPTIONAL)•5 minutes
- Nanette Management - 3. Manage your Project•4 minutes
- Nanette Management - 4. Manage Yourself•2 minutes
- Nanette Q&A Interview on Leadership & Management (RECOMMENDED)•21 minutes
2 readings•Total 20 minutes
- Lab Statement Examples (OPTIONAL)•10 minutes
- Professional Development Goals•10 minutes
1 assignment•Total 30 minutes
- Management Assessment - Part 1: Starting a Research Team•30 minutes
1 discussion prompt•Total 15 minutes
- Minute Paper•15 minutes
We continue our work on management, now focusing on existing employees and groups of employees. Now you have people working to help you advance your goals. As a group, there is an ethos or culture to define and manage. Over time you will experience turnover when people leave the work group, and also hopefully retention as people find satisfying employment with your group. You must now attend to people’s own professional goals over time, and assess performance as they add new tasks and skills. As your own research enterprise grows and your team grows in number, you will delegate more tasks. With respect to managing scientific integrity, we will address processes to help. Focusing on delegation, we will address specifics of performance management and effective reviews, going beyond annual performance reviews. We’ll get you started on a path to effective management, improving your team’s performance and your own productivity and scientific leadership. This module concludes our program on the rights and responsibilities you have as a research leader and manager of people and teams.
What's included
21 videos3 readings1 assignment1 discussion prompt
21 videos•Total 114 minutes
- Intro to Management Module Part 2: Grow & Maintain Teams•3 minutes
- Eva Lab Management - 1. Physician Scientists Contributions & Challenges•4 minutes
- Eva Lab Management - 2. Plan the NEXT Grant•3 minutes
- Eva's Story (OPTIONAL)•7 minutes
- Eva Lab Management - 3. Rigor & Reproducibility•5 minutes
- Eva Lab Management - 4. Considerations for Building Team•4 minutes
- Eva Lab Management - 5. Dealing with the Wrong Employee or Position•5 minutes
- Janine Performance Reviews - 1. Effective Annual Reviews•3 minutes
- Janine Performance Reviews - 2. Define Performance Success with SMART Goals•5 minutes
- Janine Performance Reviews - 3. Define Tasks & Core Competencies•3 minutes
- Janine Performance Reviews - 4. Measuring Tasks & Competencies •4 minutes
- Janine Performance Reviews - 5. Process and Outcome Goals•3 minutes
- Janine Performance Reviews - 6. Retention with Development Goals•6 minutes
- Janine Performance Reviews - 7. When Performance Does Not Meet Standards•5 minutes
- Janine Performance Reviews - 8. Discipline Performance Management•4 minutes
- Janine Q&A Interview on Performance Reviews (RECOMMENDED)•18 minutes
- Hillary Practical Management - 1. Transition to Independence•4 minutes
- Hillary Practical Management - 2. Manage Time & Team Growth •5 minutes
- Hillary's Story (OPTIONAL)•1 minute
- Hillary Practical Management - 3. Build Resiliency & Find Your People•6 minutes
- Hillary Q&A Interview on Nurturing a Research Team (RECOMMENDED)•14 minutes
3 readings•Total 30 minutes
- Recommended Perspective (OPTIONAL)•10 minutes
- Link: Recommended Reading (OPTIONAL)•10 minutes
- Professional Development Goal•10 minutes
1 assignment•Total 30 minutes
- Management Assessment - Part 2: Growing and Maintaining a Team•30 minutes
1 discussion prompt•Total 15 minutes
- Minute Paper•15 minutes
Getting and giving effective mentorship are skills to build over your career. Mentoring is needed at every age and stage, and is an evidence-based way to boost your career and work satisfaction. Mentorship is a critical element for your professional development as a scientific and research leader. As a new research leader, you may be asked to begin mentoring now that you've had some success. Our goal is to help you get the most out of your mentors, and also prepare to become a highly effective mentor. We focus on the mentee, the person who seeks to benefit from the mentor's knowledge and experience, and the mentor, the person with relatively more experience and expertise to share. Each role comes with rights and responsibilities, and goals for the relationship. In this course, we describe the difference between mentorship and sponsorship, and how to get each type of support. We help you shift your thinking to be strategic about building your own mentorship team, and think of your mentorship team as your own personal board of directors. Coaching is introduced as a way to enhance your mentoring skills. We encourage you to watch this module with a mentee or mentor to build that relationship, while building skills that can be used in any mentoring relationship.
What's included
28 videos1 assignment3 discussion prompts
28 videos•Total 141 minutes
- Introduction to Mentorship•3 minutes
- Anne Mentoring - 1. Beliefs about Mentoring Relationships, Mentees, & Mentors •5 minutes
- Anne Mentoring - 2. Effective Mentees Know Values, Needs, Goals•5 minutes
- Anne Mentoring - 3. Identify Mentors and Build Professional Network•5 minutes
- Anne Mentoring - 4. Engaging with Potential Mentors•5 minutes
- Anne Mentoring - 5. Defining the Terms of a Mentoring Relationship•5 minutes
- Anne Mentoring - 6. Challenges in Mentoring Relationships •5 minutes
- Anne Mentoring - 7. Challenges to Relationship, & Resolutions, from Mentee •4 minutes
- Nee Kofi Mentoring Reflection (OPTIONAL)•1 minute
- Greg Board of Directors - 1. Strategically Plan Mentorship Team •6 minutes
- Greg Board of Directors - 2. Key Roles as CEO, Board of Directors, Shareholders•2 minutes
- Greg's Story (OPTIONAL)•1 minute
- Greg Board of Directors - 3. You as CEO & Shareholder•5 minutes
- Greg Board of Directors - 4. Creating your Board of Directors•5 minutes
- Greg Board of Directors - 5. Find Multiple Types of Mentors / Advisors•3 minutes
- Greg Board of Directors - 6. Conflicts with Mentors or Board Members•5 minutes
- Greg Q&A Interview on Mentoring (RECOMMENDED)•11 minutes
- Anne Coaching - 1. Comparing Mentoring and Coaching, & When to Coach•7 minutes
- Anne Coaching - 2. Coaching Skills: Active Listening & Goal Setting•9 minutes
- Judy Mentoring - 1. Mentorship Qualities & Motivations•3 minutes
- Judy Mentoring - 2. Evaluating Mentor (or Mentee) Fit•3 minutes
- Judy's Story (OPTIONAL)•4 minutes
- Judy Mentoring - 3. Finding Sponsorship•3 minutes
- Judy Q&A Interview on Mentorship and Sponsorship (RECOMMENDED)•16 minutes
- Kathleen (KC) Mentors now Collaborators (OPTIONAL)•9 minutes
- KC's Story (OPTIONAL)•2 minutes
- KC Q&A Interview on Mentorship Teams (RECOMMENDED)•9 minutes
- Congratulations, you completed the course!•1 minute
1 assignment•Total 30 minutes
- Mentorship Assessment•30 minutes
3 discussion prompts•Total 45 minutes
- Managing Your Mentor & Yourself (OPTIONAL)•15 minutes
- Minute Paper•15 minutes
- Professional Development Goals Discussion (OPTIONAL)•15 minutes
Instructor
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Reviewed on Apr 5, 2022
Such a great course. I'm so glad I took it. It certainly filled in the gaps of several lacking skills in academia and science.
Reviewed on Oct 27, 2020
I love this course it provides a lot of skills on leadership, project management, mentoring, personal and time management.
Reviewed on Jan 10, 2022
very nicely organized and very good topics. All faculties are explained very well. once again thank you to coordinator.
Frequently asked questions
Please post your goals to a discussion forum for that module, and course directors will periodically respond. Make it clear you would like feedback. Alternatively, you are welcome to email course directors for feedback, although if volume is high you may not get feedback more often than weekly. We want to support your goals! Please watch for announcements for real-time mentoring events, and in-person or virtual training events.
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
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