As previously stated, complete vision should remain constant throughout the career of the research scientist. While we are discussing how to help initiate a research career, we want to develop a picture of where we are going long term. And, we want to develop a framework that supports our vision. To help with this task, we have divided the career of a research scientist into four practical stages. These stages involve the different levels of phases of the management of both people and finances.
One of the first steps in launching a career as a research scientist involves acquiring and managing funding for the scientist’s salary and capital equipment if necessary. While initially departmental funds may be the primary source, it is important to find other sources quickly. If departmental funds are used, it is important to track and manage their use against a set budget. This means providing financial statements regarding their remaining balance and usage.
This is a good place to both apply knowledge of the researcher’s past and prepare for managing future funding. If you have to make an assumption, assume the new scientist has limited financial management skills. Our recent national debt problems are evidence that a significant percentage of the general population lacks sufficient financial management skills. The average American carries $10K in credit card debit – and research scientists are just like everyone else. So start with simple summary reports that include encumbrances or commitments of personnel costs for predefined time periods. Then, teach the scientist how to interpret them.
The next three stages in the career of the research scientist involve more people and more money. Stage two involves creating a team. Stage three involves generating a steady flow of funding for the team. Stage four is about creating a research enterprise. This final phase includes reproducing leadership, accomplishing the BHAG, and creating an enterprise that can operate beyond the life of the scientist.
Posted by Jim Wrenn, December 17, 2009, blogger@itworks-inc.com


