11-Week Doctoral Term Plan for Electronic Medical Record System

This 11-week doctoral term plan outlines the goals and tasks for completing the prospectus for the Electronic Medical Record System program. SMART goals are used to ensure progress and a stretch goal is included. The plan includes a summary of progress and notes from the mentor/chair.

11-WeekDoctoralTerm Plan
Student Name:Jackson Mitchell Student ID: xxxxxx
Student Walden Email: [e-mail] Student Phone #: [phone]
Program and Specialization/Focus: Electronic Medical Record System
Mentor/Chair: Yes
2ndMember (if applicable): NA
University Research Reviewer (if applicable): NA
Date Started Program:7/20/2018
Current Term Start Date:7/1/2018 Stage of Capstone: Prospectus
Do you have an Individual Academic Plan (IAP)? Select OneNote: Your Term Plan goals must align with your IAP.
TERM GOAL(S) | By the end of this term, I will have completed: Planning of the project
STRETCH GOAL(S) | Additionally, by the end of this term, I will try to complete: Approval and Publication of
the prospectus and Plan
☐Click here to indicate that you have read the course syllabus and understand the capstone course grading policies.
Instructions
Your Term Plan:Indicate your term goal(s) andwhat 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 show
PROGRESS each term to receive a satisfactory grade for the course.Submit the completed Term Plan in the
course shell by Day 7 of Week 1. Then complete the Negotiation & Commitment with your Mentor/Chair.
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:Writea 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).

Adequate Progress Review:Throughout the term, track your progress on the 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 (see the sample plans). Submit yourUpdated
Term Plan midterm, following your Progress Check. Submit the Final Term Plan by Day 7 of Week 11.
Looking Ahead:Think about your long-term goal (anticipated date of program completion) as you begin to
work on your Term Goals and weekly tasks for next 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 final draft of the prospectus
STRETCH GOAL(S) | Additionally, by the end of this term, I will try to complete: Get approval from CAO

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.
Review of the identified goals and
prospectus of the proposed project
with the chairperson.
Identifying an appropriate plan to
communicate the goals with thr
employees.
7/10/201
8
Your Notes: Discussed the important goals of
the prospectus with the chairperson. Identified
the communication strategy for sharing the
prospectus with the relevant personnel (email.
using whiteboards and communicators).
Mentor/Chair Notes:Prospectus goals were fine.
Effective communication strategies are used.
2
Term Plan Negotiation & Commitment
Submit Term Plan by Day 7 of Week 2
Develop a document for the
prospectus in accordance to the
discussion with the chairperson,
incorporating necessary revisions.
Seubit the developed prospectus to
the chairperson for further reviews.
7/15/201
8
Your Notes: Developed the first draft of the
prospectus based on the identified goals.
Submitted the prospectus to chairperson for
reviews.
Mentor/Chair Accepts Plan:[No] Notes:Needs
more inputs from literature reviews. Identified
goals are addressed appropriately however.
3
Pervorming review of literature.
Performing review of resources.
Documenting the reviews from
literature and resources.
7/25/201
8
Your Notes: Identified several important
information from literature review and
documented them properly.
Mentor/Chair Notes:All the information are good
and pertinent to the context. Good research
work on the topic.
4
Incorporating the information from
literature and resource reviews in the
revised prospectus.
Setting up a final meeting with the
chairperson for any final feednack or
review on the proposed prospectus.
7/30/201
8
Your Notes: Incorporating the information from
literature review after approval from the
chairperson to revise the porspectus. Met with
the chairperson with the second draft of the
prospectus.
Mentor/Chair Notes:The second draft was much
better, with more relevant and appropriate
information supported by academic literature.
It is very informative. Goood work.
5 Performing a review of the revised
prospectus. 8/1/2018
Your Notes: Reviewed the revised prospectus
from the second draft to identify scope for
renegotiations.
Mentor/Chair Notes:Revised prospectus seems
all good.
Midterm Progress Check(Term Plan Recommitment) |Submit Updated Term Plan | Mentor/Chair: [Select]
6
Develop and submit the new term plan
after renegotiation.
Identify additional resources for
literature though meeting with the
librarian
8/5/2018
Your Notes: Submitted the new term plan after
renegotiating. Some additional scope for
information identified in the meeting with
librarian.
Mentor/Chair Notes:Good work spotting the
information lacunae that was overlooked
before. Good job.
7
Performing additional revisions on the
prospectus to incorporate new
information from feedbacks.
Finalising the prospectus after making
necessary ammendments based on
feedbacks.
8/10/201
8
Your Notes: Incorporated the new information
identified from the meeting into the third draft
of the prospectus. Conducted further literature
review, however no new information was
found.

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: 1/2/2019
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 JournalNotes
1 Prospectus Stage
Completion (if applicable) 8/30/2018 8/25/2018
Your Notes: Prospectus was completed well ahead
of time.
Mentor/Chair Notes:Prospectus was completed
earlier than expeced.
2 Proposal/Plan Stage
Completion 9/05/2018 8/26/2018
Your Notes: Planning was completed successfully.
The prospectus was comprehensive and helped in
successful planning.
Mentor/Chair Notes:Planning was done well and as
per the requirements and goals of the prospectus.
3 IRB Approval 9/10/2018 8/28/2018
Your Notes: IRB approved of the plan without any
problems or complications.
Mentor/Chair Notes:Good work.
4 Final Study Stage
Completion 9/15/2018 8/29/2018
Your Notes: FInal study was completed ahead of
schedule.
Mentor/Chair Notes:Good work
5 CAO Approval and
Publication 9/20/2018 9/1/2018
Your Notes: APproval for publication was given by
the CAO.
Mentor/Chair Notes:Approved.

SampleCompleted 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
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:[Yes]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 (Term Plan Recommitment) |Submit Updated Term Plan | Mentor/Chair:[On Track]
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 TermPlan by Day 7 of Week
11 Keep working on literature review.
Adequate Progress Final Review
Your Notes:
Mentor/Chair Notes:
Sample

SampleCompleted 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

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 2ndmember-3/25
Midterm Progress Check (Term Plan Recommitment) |Submit Updated Term Plan | Mentor/Chair:[On Track]
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 TermPlan 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