Working with PIs
A guide to working with PIs to support their postdoc’s career development
In this article we cover what we consider to be the key points and approaches around working with PIs/Managers of researchers (MoRs) as a staff group. The article is aimed at getting you up to speed quickly if you’ve not worked with PIs/MoRs before, and sharing tips and our experiences even if you’re experienced with this staff group.
What are PIs or managers of researchers?
A Principal Investigator (PI) is the holder of a research grant and the lead researcher on the grant. Their responsibilities generally involve the management and leadership of the funded research project and any staff or students working on it.
Within higher education institutions, PIs are generally employed formally as academic staff (for example as fellows, lecturers or readers) who are expected to apply for research grants as part of their role. They may be PIs on several grants at the same time and also might have periods of time when they aren’t a PI on any grants at all.
Managers of researchers (MoRs) are individuals who line manage a member of research staff, generally a postdoctoral researcher.
An academic can be a MoR without being a PI and similarly a PI might not be managing any postdocs if the grant they’re leading did not include funding for a postdoctoral position. Despite this, the terms are often used interchangeably.
A PIs/MoRs role generally consists of a mix of three broad areas: research, teaching and administration. However, within these areas are dozens of sub-tasks and PIs/MoRs are often time-poor and juggling many different things at once.
Being time-poor, you may need to provide reasons for why your PIs/MoRs would benefit from supporting their postdoc’s career development. We’ve covered this in our resource Get buy-in from PIs and managers of researchers.
Communicating with PIs/managers of researchers
Communication routes can be very different between institutions so consider how you are going to contact PIs/MoRs to raise awareness of any development activities you’re providing. Take the time to consider the best modes of communication. We’ve highlighted some key approaches below:
Whilst email can be very effective, PIs/MoRs tend to receive a high number of emails daily. Ensure that the essential information you’re seeking to convey is clear and concise and that you monitor the frequency with which you send out emails so you aren’t seen as bombarding your audience.
Is there an up-to-date institutional mailing list of academics you could use? Could you work with your HR or IT departments to create and maintain one? Ideally, if your HR or IT department can create a mailing list for you that updates automatically, adding new staff and removing ones that have left that would be the goal.
Staff events
Engaging with staff directly at departmental meetings provides an opportunity for two-way communication with multiple PIs/MoRs at once. Staff meetings can help raise awareness of both you and the support you’re offering, putting a human face to the otherwise semi-anonymous emails.
Staff news articles and notice boards
Use existing communications methods within your organisation to reach as many people in your target audience as possible. Staff news feeds and notice boards can receive a lot of traffic – particularly if your audience is greeted by an institutional news feed every time they open a web browser – so use these formats to your advantage and write titles that tell your audience this is for them and will benefit them.
Inductions
Most institutions require that new academic staff complete an induction process. This might consist of in-person training, online modules and/or information packs. Work with those at your organisation who develop the induction process to find a way to include or signpost to the development support you offer.
Local networks
Most PIs/MoRs belong to a number of different groups – for example, they might also be a postgraduate student supervisor. Find out about any networks across your organisation that may have an overlapping audience – for example supervisor networks – and work with the organisers to cross-promote your communications.
Social networks
Social media can help you engage with PIs/MoRs at your institution, particularly if you encourage them to follow your team in your other communications. Whilst some networking platforms are open to the wider world, others such as LinkedIn or Mastodon allow you to set up invite-only groups for more directed communications.
Remember that PIs/MoRs are human. Most are friendly, interested and care deeply about doing the best for their postdocs. They will often freely acknowledge (and underestimate) the limitations of their management or leadership skills and they’re keen to develop their own abilities. Help them understand what you are offering and how it will benefit them, regardless of their discipline.
Some PIs/MoRs, however, are less receptive and a few can be very negative. Do not allow a vocal negative minority to dictate what you are offering or to make you feel bad about it. It’s not pleasant to be talked down to or spoken to rudely so focus your energies on the PIs/MoRs who want to develop themselves. Our advice would be to work with the willing.
How Prosper did it
During the first three years of Prosper the team employed a variety of routes of communication with PIs/MoR:
- We sought buy-in from senior management to create top-down encouragement through senior management communications (for example, direct emails and staff meetings).
- We published regular staff news articles that featured on the staff home page and weekly news summary bulletin. Click here for an example.
- We went to as many staff meetings with each faculty/school/institute as possible, particularly those meetings where the head of faculty and all heads of school attended.
- We sent direct emails to regularly updated institutional lists of all managers of researchers at the three partner institutions. Click here for an example.
- We established a dedicated PI Network mailing list. This was kept distinct from the more generic institution-wide emails that were sent out (so that no one received multiple emails about the same thing). A specific mailing list for those known to be interested in supporting postdoc career development allowed us to tweak the style of communication and solicit more engagement from the audience (for example, asking for suggestions for future events, volunteers for focus groups and to complete surveys). Click here for an example.
- We worked with our organisational development team at the University of Liverpool to ensure that Prosper is highlighted in institution-wide staff inductions.
- We provided guidance for our postdocs, including suggested wordings and email templates, when they needed or wanted to discuss their careers or participation in one of our cohorts. Click here for an example.
- We provided our PIs/MoRs with clear information about what the cohorts involved. Click here for an example.
- We provided updates for the PIs/MoRs of postdocs participating in our year long cohorts about development opportunities their postdocs may have participated in and what they might do in the coming weeks. During these updates we encouraged the PIs/MoRs to discuss career development and cohort activities with their postdocs if both parties felt comfortable to do so. Click here for an example.
Create resources and events for PIs/MoRs
The PIs/MoRs at your organisation are already likely to have a large range of experiences of managing postdocs. Even early-stage academics will have learned a lot from managing their first postdoc.
Find out what they need to know, where there are gaps in their knowledge that gaining experience of managing postdocs won’t necessarily provide the answers to. What are their priorities? What development activities do they need to support their postdocs effectively? And what development activities do they think their postdocs need?
Consider what types of resources, activities and events would benefit your PIs/MoRs, and what resources you have available to deliver to them.
If you work across disciplines, ensure that the topics are suitable for PIs/MoRs from all subject areas. Supporting postdoc career development is an important part of the PI/MoR role, and postdocs who decide to move beyond academia should not be constrained by their subject area.
How Prosper did it
PIs/MoRs often place a great deal of pressure on themselves to do a good job in supporting their research staff. We set-up a PI Network, initially open to all PIs/MoRs/aspiring MoRs at the three partner institutions and subsequently open to PIs/MoRs/aspiring MoRs across the UK. Through the PI Network structure we designed and commissioned events with the aim to help them alleviate the self-imposed pressures they put on themselves. We made it a priority not to add to their workload or expect them to become career guidance experts.
Expand the sections to discover Prosper’s approach to creating resources and events:
To learn what PIs/MoRs felt they needed we held in-person focus groups and evaluated benchmarking data that we’d collected (see below).
- Click here for an example of an email inviting PIs/MoRs to participate in a focus group.
Visit Prosper’s resources on how to run a focus group.
We used the themes that emerged from the focus groups and benchmarking survey to set some of the topics for the PI Network events. This work was overseen by the PI Steering Group, a collection of academics who provided also guidance and advice over what to cover in future events.
- Click here for an example email invitation to be part of the Steering Group.
Take the time to understand what development opportunities are offered within your organisation and what gaps there might be. These aren’t always obvious. For example, many higher education institutions offer PIs/MoRs some degree of management or leadership training. However, such training rarely covers how to support the specific needs of postdocs and especially their career development.
PI Network events were scheduled approximately every 2 months, ensuring that July, August, December and early January were avoided as we found that this was when many of our target audience were unavailable. February to June and mid-September through to November saw more engagement.
Whilst PIs/MoRs are always busy, this did not dictate event length – we didn’t purposefully create short events to increase the likelihood of our target audience registering and attending. Event length was determined by content, format and purpose, with events ranging from 1 hour to 3 hours (sessions over 1 hour included regular breaks to prevent fatigue).
There is no single day or time when all PIs/MoRs are available at once, therefore we varied when the PI Network events were held to ensure that everyone should be able to attend a session regardless of their own schedule. To ensure sessions were accessible for the greatest number of people, events were scheduled between 10am and 4pm (for those who may have childcare or caring responsibilities) and on Tuesdays to Thursdays, as Fridays and (to a lesser extent) Mondays are common non-working days for people who work part time.
To launch the PI Network and promote the first event we created a communications plan to ensure the widest possible audience was reached at the University of Liverpool. The communication strategy included emails, staff news articles, social media, inclusion in team briefings and local staff weekly news bulletin emails, and communications from Pro-Vice-Chancellor (PVC) for Research and Impact.
- Click here for an example of our communications plan.
- Click here for an example of our launch email.
- Click here for an example of our launch staff news article.
Communications for subsequent events followed a similar pattern but without the top-down approach from the PVC for Research and Impact. The main communications assets we used were the staff news article, promotional email and copy for inclusion in newsletters, bulletins and local staff updates.
- Click here for an example staff news article to promote a PI Network event.
- Click here for an example email to promote a PI Network event.
- Click here for example copy for a newsletter/bulletin to promote a PI Network event.
Registration for events was handled using the event management and ticketing website Eventbrite. We used custom questions during registration to get an idea of the Higher Education demographics of those registering: which institution they worked at, which broad disciplinary area their research was in, and what their job title was.
- Click here for an example of an Eventbrite page for a PI Network event.
Emails with joining instructions were sent to those registered for an event two days and two hours before the event started.
The email sent two days before the event started also included a request to cancel their booking if they were no longer able to attend, so that others could join the session, and an invitation to complete a brief anonymous EDI monitoring form. The EDI form allowed us to monitor our progress against our goal of ensuring that Prosper engages with a representative range of stakeholders.
PI Network sessions were a mix of expert-led teaching or discussions and peer-to-peer audience discussions and best practice sharing. We found that a session that was purely expert-led resulted in participants feeling like they didn’t get a chance to hear from their peers or network, whilst a session that predominantly consisted of audience discussions led to feedback that asked for more information and directed learning.
We worked with facilitators to include guided discussions so that sessions were around one third peer-to-peer sharing discussions, with two-thirds facilitator-led teaching. Prompt styles for discussions varied with facilitator, however we found that shorter, more focussed discussions with the facilitator keeping the discussion on topic to be the most effective approach. Some participants are always more vocal than others, and our approach was to allow them time but to also ensure that we provided opportunities for participants we’d not heard from to speak up or to write comments in the chat function if they’d prefer.
Another way we included peer-to-peer learning in PI Network sessions was to invite 1-2 guest PI/MoR speakers for an event. The speaker would be well briefed in advance of the session so that they were aware of what was expected of them, and would talk from their experiences.
- Click here for an example PI Network session briefing for a guest PI/MoR speaker.
Since attendees could initially be from one of three higher education institutions across the North West of England, all PI Network events were held virtually using the platform Zoom. This provided that added advantage that we could record all or parts of the events to create video resources for those unable to attend the session, accessible via the Prosper portal. Where an event was being recorded, we paused the recording during discussions to ensure that discussion was not inhibited. We found that breakout rooms were sometimes viewed negatively, however feedback was more positive when the discussion prompts were more specific. We generally used breakout rooms in events where we had more than 15 participants for ease of discussion and to allow more people to actively participate.
Not every participant will find that an event works for them. Some may provide negative feedback after or even during the session itself. In the very rare cases a participant was negative during an event, we listened to their complaints and tried to understand their issues, explained our own rationale, and presented them with facts and information to support our statements. If this didn’t resolve the issue then we let them know they were more than welcome to stay for the remainder of the event but that they were under no obligation to do so. A participant leaving an event early is preferable to them disrupting the rest of the event or negatively impacting the safe discussion space the event created.
Immediately following an event, those registered to attend were sent an email inviting them to complete a short evaluation form (see the ‘Evaluation’ section below).
Every PI Network event was written up to create shared learnings pages on the Prosper portal (see here for examples). Each web page includes details about the event and facilitators and resources including whole event videos or video clips, slides from the event, written summaries of the different sections of the event, and downloadable workbooks and briefings.
These materials allowed us to ensure that those who were unable to attend the event still could benefit from the event, by accessing materials from the event at a time convenient for them.
Evaluation
Being time-poor and pulled in many directions, plenty of PIs/MoRs will tell you bluntly what they do and do not like about a development activity (although as with any group of people, levels of tact, patience and understanding vary wildly). The difficulty in evaluating PI/MoR development activity success comes in getting them to commit time to actually provide feedback.
Short and simple approaches such as quick online surveys are likely to have the most success, although if you can persuade PIs/MoRs to attend a focus group for an hour these can be very effective and produce plenty of information. Just try not to duplicate evaluation requests to the same people, as they’ll either be ignored or you may receive some particularly unimpressed feedback.
Getting constructive feedback from busy people can be difficult. Online feedback forms (especially if anonymous) can often result in extremes – with those taking the time to complete them doing so because they’ve got something especially positive or negative to say. Consider other ways to collect feedback, including from focus groups, polls, word clouds or other mechanisms during events themselves, or one-to-one interviews.
Focus groups present an opportunity to hear in detail from your target audience and to ask further questions. As a group, however, PIs/MoRs have a reputation for talking a lot, going off on tangents and reverting the conversation back to their research. An effective focus group with PIs/MoRs may require fairly robust facilitation to keep the session on track. Set the expectations at the start and then if you have to cut someone off in the interests of time this will be received with understanding. Effective chairing can be particularly important to ensure all voices are heard.
Be aware that the expectations or agenda of a PI/MoR at an event may be different from what you’re trying to achieve. Negative feedback may not be due to you or your work but because the respondent’s agenda is different from what you’re trying to achieve.
How Prosper did it
Prosper’s evaluation of PI/MoR activities occurred across three main areas: evaluation of PI Network events, evaluation of the PI/MoR experience of the postdoc cohorts, and more general benchmarking-style evaluations to find out what PIs/MoRs think about postdoc career development and what support they feel they need. Read the following sections to find out more, or discover more information about evaluation with Prosper resources on How to evaluate your Prosper offering and How to run a focus group:
PI Network event evaluation
Following each PI Network event, those registered for the event received an email inviting them to complete a very short evaluation form about their experience of the event. The primary aim of the form was to discover whether the event met their expectations, and what they liked and didn’t like about the event.
Cohort experience evaluation
Following the completion of each of Prosper’s two pilot cohorts, the PIs/MoRs of all the postdocs participating in that cohort received an email inviting them to complete a survey about their experience as a manager and from observing their postdoc(s). The primary purpose of the survey was to reveal whether their postdoc’s participation in the pilot had inconvenienced the PIs/MoRs at all and whether from their interactions with and observations of their postdoc, they’d noticed any differences in attitudes towards career development.
Benchmarking-style evaluation
At points throughout the first three years of Prosper, PIs/MoRs were invited to complete evaluation forms or attend focus groups to provide the Prosper team with information about how PIs/MoRs feel about postdoc career development and their own development needs. This information gave the team insights into the types of development opportunities that would be most useful for PIs/MoRs.
Further information and resources
Communication
- Example newsletter
- Example of PI direct email
- Example promotional email of PI Network event
- Communication templates for postdocs wanting to participate in Prosper cohort
- Example briefing for PIs about postdoc cohort involvement
- Example email of updates for cohort PI
Resources and events for PIs
- Example email of focus group invite
- Example email of steering group invite
- Example of communications plan
- Example email of PI Network launch
- Example of PI Network launch staff news article
- Example of staff news article to promote a PI Network event
- Example email to promote a PI Network event
- Example copy for newsletter/bulletin to promote a PI Network event
- Example of Eventbrite page for a PI Network event
- Example pre-event email for PI Network EDI monitoring survey
- Example of EDI monitoring form
- Example of PI Network session briefing for a guest PI/MoR speaker
Evaluation
- Example email for post-event survey
- Example of post-event survey
- Example of cohort survey invitation email
- Example of cohort PI/MoR survey
- Example email for benchmarking exercise
- Example of benchmarking survey
- Example email for PI Network impact feedback
- Example of PI Network impact survey