11-Week Doctoral Term Plan & Capstone Stage Goals

This document provides a template for creating a term plan and setting goals for improving patient care through electronic medical record system. It includes instructions on submitting the term plan draft for review and negotiation with the mentor/chair. The document also emphasizes the importance of tracking progress and submitting the final term plan by week 11.

11-Week Doctoral Term Plan & Capstone Stage Goals
Student Name: Student ID:
Student Walden Email: Student Phone #:
Program and Specialization/Focus:
Mentor/Chair:
2nd Member (if applicable):
University Research Reviewer (if applicable):
Date Started Program:
Current Term Start Date: Stage of Capstone: Click to Select Stage
Do you have an Individual Academic Plan (IAP)? Select One Note: Your Term Plan goals must align with your IAP.
Instructions
Your Term Plan: On the page labelled YOUR Term Plan, indicate your term goal(s), stretch goal(s), and the
tasks you will accomplish during the weeks of the term. Your tasks should make clear what you will be working
on and your plans for appropriate substantive submissions to your Mentor/Chair (refer to the syllabus for
more information). Remember that you must demonstrate substantial academic PROGRESS each term to
receive a satisfactory grade for the course.
☐ Click here to indicate that you have read the course syllabus and understand the capstone course grading policies.
By Day 7 of Week 1 | Submit your Term Plan Draft for Mentor/Chair review, negotiation, and commitment.
By Day 7 of Week 2 | Submit your completed, agreed-upon Term Plan. [Chair notes acceptance on form.]
SMART GOALS can help you create a Term Goal that clearly articulates outcomes.
• Specific: Set specific goals, which have a much greater chance of being accomplished than general goals.
• Measurable: Establish concrete criteria for measuring progress toward the attainment of each goal you set.
• Attainable: Ensure that you can map out a clear path to achieving your goal.
• Realistic: Write a goal that represents an objective toward which you are both willing and able to work.
• Timely: Ground your goal within a time frame (i.e., by the end of this term).
Midterm Progress Check and Adequate Progress Final Review: Throughout the term, track
your progress on YOUR Term Plan by entering dates for task completion and by making journal notes on
activities completed or modifications needed, noting any barriers and strategies to overcome them. Your
Mentor/Chair must approve any modifications and can add journal notes on the plan document for archival
purposes. Submit your Updated Term Plan midterm, following your Midterm Progress Check. [Chair assesses
progress to date.] Submit your Final Term Plan by Day 7 of Week 11. [Chair assesses final grade.]
Capstone Stage Goals: Think about your long-term goal (anticipated date of program completion) as you
work on your Term Goal(s) and weekly tasks each term. Complete the Capstone Stage Goals. It is helpful to
think about overall progress as you think about term-by-term progress. Begin with the end in mind!

YOUR Term Plan
TERM GOAL(S) | By the end of this term, I will have completed: The term plan on "Improving Patient Care through
Electronic Medical Record System"
STRETCH GOAL(S) | Additionally, by the end of this term, I will try to complete: The doctoral dissertation on "Improving
Patient Care through Electronic Medical Record System"
Mentor/Chair Feedback:

Wee
k Tasks Toward Term Goal(s) Date
Completed Journal Notes
1
Submit Initial Term Plan by Day 7 of Week
1,
set up Mentor/Chair communication plan,
and discuss the approach of the term
plan draft on "Improving Patient Care
through Electronic Medical Record
System"
2/24/201
9
Your Notes: Submitting the 3/4 of the proposal
to the chair person and communicating with
him regularly on the progression of the term
plan.
Mentor/Chair Notes:
2
Term Plan Negotiation & Commitment
Submit Term Plan by Day 7 of Week 2,
and
Electronic Medical Record System
includes six different steps for
completing a term plan draft such as:
1) Collection of health information
data
2) Effective management of result.
3) Collection of evidence based on
literature survey
4) Supporting patient with the help of
electronic connectivity and
communication
5) Administrative process
6) Reporting of collected information
3/3/2019
Your Notes: Construction of the basic or initial
term plan
Mentor/Chair Accepts Plan: [Select] Notes:
3
Extenisve literature survey is
conducted to achieve the objective of
term plan with relaible evidence from
sourced journal article.
3/10/201
9
Your Notes: Extensive literature review of
required journal article is done
Mentor/Chair Notes:
4
Analyzing and determining the
methods and approaches involved in
collecting and documenting the patient
records.
3/17/201
9
Your Notes: Approaches considered for the
electronic medical record system is outlined
with the help of data extracted from literature
survey and is discussed with the chair person
Mentor/Chair Notes:
5
Benefit or advantage of collecting and
maintaining the data in electronic
record system and its application in
healthcare industry
3/25/201
9
Your Notes: Data and records are collected and
is further used for doctoral dissertation.
Mentor/Chair Notes:
Midterm Progress Check | Submit Updated Term Plan | Mentor/Chair: [Select]
Mentor/Chair Feedback:
6 Collecting various patient-centered
techniques for detailed patient care 4/7/2019
Your Notes: Working on techniques and
approaches with detailed patient-centered
information
Mentor/Chair Notes:
7 Extensive literature survey is done. 4/16/201
9
Your Notes: Additional literature survey
perfomed
Mentor/Chair Notes:
8
Analyzing the requirement of higher
authorities for in-depth analysis
concerning Electronic Medical Record
System.
4/25/201
9
Your Notes: Communicating with the higher
authority for more detailed information
Mentor/Chair Notes:
9
Estimating the overall cost or budget of
the Electronic Medical Record System 5/2/2019 Your Notes: Estimating the budget

Looking Ahead | Capstone Stage Goals
To ensure that you meet your long-term goal for program completion, it is important to keep track of both
your term plan progress (each term) and your term-to-term/capstone stage progress toward completion.
LONG-TERM GOAL | Anticipated Date of Program Completion: 5/11/2019
Note: Time to completion will vary based on individual factors applicable to the student. Factors may be programmatic
or academic, such as tuition and fee increases; transfer credits accepted by Walden; program or specialization changes;
unsuccessful course completion; credit load per term; part-time vs. full-time enrollment; writing, research, and editing
skills; use of external data for the doctoral study/dissertation; and individual progress in the program. Other factors may
include personal issues such as the student’s employment obligations, caregiving responsibilities, or health issues; leaves
of absence; or other personal circumstances.
Capstone Stage Goal Date Completio
n Date Journal Notes
1 Prospectus Stage
Completion (if applicable) 3/10/2019 3/10/2019 Your Notes: Initial prospectus is outlined.
Mentor/Chair Notes:
2 Proposal/Plan Stage
Completion 3/27/2019 3/27/2019
Your Notes: The term plan proposal is made and
draft is construted
Mentor/Chair Notes:
3 IRB Application and
Approval 4/17/2019 4/17/2019 Your Notes: Submitted for approval to IRB
Mentor/Chair Notes:
4 Final Study Stage
Completion 5/2/2019 5/2/2019 Your Notes: Completion of final research study
Mentor/Chair Notes:
5 CAO Approval and
Publication 5/11/2019 5/11/2019
Your Notes: Research work submitted fro approavl
and publication to CAO
Mentor/Chair Notes:

Sample Completed Term Plan | Week 1 Submission
TERM GOAL(S) | By the end of this term, I will have completed: My prospectus with committee consensus as “Met”
STRETCH GOAL(S) | Additionally, by the end of this term, I will try to complete: A draft of my literature review
Mentor/Chair Feedback:
Wee
k Tasks Toward Term Goal(s)
Date
Complete
d
Journal Notes
1
Submit Initial Term Plan by Day 7 of Week
1
Set up Mentor/Chair communication plan.
Meet with chair to review
prospectus/goals.
Your Notes:
Mentor/Chair Notes:
2
Term Plan Negotiation & Commitment
Submit Term Plan by Day 7 of Week 2
Complete prospectus document with
revisions from last term and submit to
chair.
Your Notes:
Mentor/Chair Accepts Plan: [Select] Notes:
3 Review Writing Center literature review
resources and begin work.
Your Notes:
Mentor/Chair Notes:
4 Meet with chair for any final notes on
prospectus.
Your Notes:
Mentor/Chair Notes:
5 Second member prospectus review. Your Notes:
Mentor/Chair Notes:
Midterm Progress Check | Submit Updated Term Plan | Mentor/Chair: [Select]
Mentor/Chair Feedback:
6
Submit my renegotiated term plan.
Schedule one-on-one meeting w/ librarian
to find more sources for literature review.
Your Notes:
Mentor/Chair Notes:
7
Complete additional prospectus revisions
and finalize document based on all
feedback.
Work on literature review.
Your Notes:
Mentor/Chair Notes:
8 Continue work on literature review. Your Notes:
Mentor/Chair Notes:
9 Attend residency. Finalize Prospectus Your Notes:
Mentor/Chair Notes:
10 Post the agreed-upon prospectus in MyDR.
Submit literature review draft to chair.
Your Notes:
Mentor/Chair Notes:
11
Submit Final Term Plan by Day 7 of Week
11 Keep working on literature review.
Adequate Progress Final Review
Your Notes:
Mentor/Chair Notes:
Sample

Sample Completed Final Term Plan | Week 11 Submission
TERM GOAL(S) | By the end of this term, I will have completed: My prospectus with committee consensus as “Met”
STRETCH GOAL(S) | Additionally, by the end of this term, I will try to complete: A draft of my literature review
Mentor/Chair Feedback: Your goal is appropriate/realistic for the term. Make sure that you work on your lit review
while waiting for committee member feedback.

Wee
k Tasks Toward Term Goal(s)
Date
Complete
d
Journal Notes
1
Submit Initial Term Plan by Day 7 of Week
1
Set up Mentor/Chair communication plan.
Meet with chair to review
prospectus/goals.
3/4/20XX
Your Notes: Submitted Plan-3/4. Will talk with chair
on the phone every other week. Email, as needed.
Mentor/Chair Notes: OK
2
Term Plan Negotiation & Commitment
Submit Term Plan by Day 7 of Week 2
Complete prospectus document with
revisions from last term and submit to
chair.
3/11/20X
X
Your Notes: Finished revisions this week!
Mentor/Chair Accepts Plan: [Yes] Notes:
Submission-3/11/20XX
3 Review Writing Center literature review
resources and begin work.
3/18/20X
X
Your Notes: Reviewed 2 archived webinars on
writing the literature review. Began writing
literature review.
Mentor/Chair Notes: Phone call-3/18/18
4 Meet with chair for any final notes on
prospectus.
3/20/20X
X
Your Notes: Met with chair early b/c out of town
this week. Made final few revisions to prospectus.
Mentor/Chair Notes: I’m OK w/ prospectus-3/25
5 Second member prospectus review. 3/25/20X
X
Your Notes: To 2nd member for review 1 week early!
Mentor/Chair Notes: To 2nd member-3/25
Midterm Progress Check | Submit Updated Term Plan | Mentor/Chair: [On Track]
Mentor/Chair Feedback: You are right on track to meet your goals!
6
Submit my renegotiated term plan.
Schedule one-on-one meeting w/ librarian
to find more sources for literature review.
4/8/20XX
Your Notes: Renegotiated term plan with chair-4/8.
Met with librarian – 4/15.
Mentor/Chair Notes: Plan OK; 2nd returned revisions
on April 9.
7
Complete additional prospectus revisions
and finalize document based on all
feedback.
Work on literature review.
Your Notes: Still working on revisions – not done
yet.
Mentor/Chair Notes: OK for next week.
8 Continue work on literature review. 4/29/20X
X
Your Notes: Mostly done with revisions this week;
finished after residency.
Mentor/Chair Notes: OK-residency
9 Attend residency. Finalize prospectus 5/6/20XX
Your Notes: Went to the Atlanta residency this
week.
Met with chair – 5/9/20XX.
Mentor/Chair Notes: Prospectus finalized
5/12/20XX
10 Post the agreed-upon prospectus in MyDR.
Submit literature review draft to chair.
5/13/20X
X
Your Notes: Submitted and met with chair on next
steps. Used the notes from the librarian to work on
literature review this week. Have 8 pages so far.
Mentor/Chair Notes: Keep working on lit review
11
Submit Final Term Plan by Day 7 of Week
11 Keep working on literature review.
Adequate Progress Final Review
5/20/20X
X
Your Notes: Submitted End-of-Term Plan by Day 7.
Also have 15 pages of lit review done!
Mentor/Chair Notes: Prospectus goal “Met” in
MyDR
Sample