Shelly B. Rodrigues

Chief Resident Leadership Workshop

This workshop is dedicated to former CAFP Foundation Executive Director, Shelly B. Rodrigues, and her commitment to family medicine leadership and education.
Program Overview
Session Descriptions

Program Overview

The Chief Resident Leadership Workshop is a skills-based event for family medicine residents transitioning into their new roles as clinical leaders. Sessions are designed to be interactive and offer incoming chiefs a learning environment for increasing confidence as leaders/managers, developing interpersonal communication, improving group dynamics, and advancing the educational mission of their programs. Faculty will challenge participants to think and act strategically, and adopt innovative approaches for handling complex managerial situations.

The workshop is divided into a virtual session (Part 1) and an in-person meeting (Part 2):

  • Part 1 will take place on Zoom (recorded), Saturday, June 8, 2024 from 9:00 AM -12:00 PM (Leadership Toolkit Sessions)

  • Part 2 is an in-person (not recorded) meeting at the Hilton Orange County in Costa Mesa, CA

Topics include: 

  • Developing Family Physicians Leaders in California
  • Transitioning into Your New Role as Chief Resident
  • Managing Up and Across: What Every Chief Resident Should Know
  • Navigating Tough Team Dynamics
  • Catalyzing Positive Change as a Physician Leader & Maintaining Resilience
  • Giving Effective Feedback
  • Conflict Resolution Techniques
  • Networking, Forging Connections and Sharing Ideas

Session Descriptions & Learning Objectives

Developing Family Physicians Leaders in California

As healthcare continues to change, the need for developing effective family physician leaders with strong managerial skills continues to be pivotal. CAFP Foundation President, Dr. Labuguen, will share lessons that he's learned throughout his career - from his own chief resident experience to being a leader in UCSF's Department of Family & Community Medicine. 

Transitioning into Your New Role as Chief Resident: The Annual Cycle

Transitioning to chiefdom can be daunting due to the number of new responsibilities, the pressure of representing peer interests, the difficulty of navigating conflicts, and the increased clinical workload as a senior resident. This session will introduce and provide tips for skillfully managing the many hats worn by chief residents throughout their position.

Learning Objectives:

  1. Define the roles and responsibilities of the chief resident
  2. Understand the leadership skills developed throughout the chief year
  3. Identify strategies to balance the new role of being a peer leader

Leadership Toolkit - Managing Up and Across, What Every Chief Resident Should Know

As a chief resident, you will need to manage up and across. This includes identifying and engaging key stakeholders, triaging concerns, anticipating potential conflict, delegating, implementing solutions, and giving feedback to the people you lead with. During this session, we will review a handful of real cases to practice management techniques. 

Learning Objectives:

  1. Explore the dynamics of influence within the organizational structure of residency programs
  2. Identify techniques to engage stakeholders, triage concerns, and implement solutions as a chief resident
  3. Practice managing up and across as a leader by troubleshooting real chief resident scenarios

Leadership Toolkit- Navigating Tough Team Dynamics

Learn the Four Tendencies, a powerful tool that helps leaders navigate conflict, improve communication, and achieve shared goals. Understand your own professional behavioral tendencies and practice applying the model to motivate/understand stakeholders’ priorities within your sphere of influence. 

Learning Objectives:

  1. Understand the Four Tendencies Framework for personality styles
  2. Appreciate how understanding this framework can serve as a tool in conflict resolution by leading to the rapid identification of the priorities and motivators of stakeholders

Chief Resident Networking & Part 1 Workshop Recap 

Refresh your memory on the content from Part 1 of the Chief Resident Leadership Workshop Series. Network with your fellow chief residents and learn from shared experiences. 

Learning Objectives:

  1. Meet and engage with fellow chief resident peers participating in the workshop
  2. Reflect on the definition of Managing Up & Across and learn/apply at least 2 tools that help chief residents navigate being a peer leader and liaison among faculty colleagues
  3. Reflect on the 4 Tendencies framework and appreciate how understanding personality traits can increase a leader's influence through real examples

Catalyzing Positive Change as a Physician Leader & Maintaining Resilience 

As physician leaders, we’re often responding to workplace issues that go beyond just patient care. These might include addressing physician burnout and moral injury, physician dissatisfaction, staff shortages, administrative burden, care gaps, and systemic inequity. In this opening session, reflect on your “why” and how you can create positive change as a chief resident with the tools taught throughout this workshop.

Learning Objectives:

  1. Understand the concept of moral injury and how it affects medical training
  2. Appreciate how understanding tools for emotional intelligence, effective feedback delivery, and conflict resolution will catalyze positive change as a chief resident leader

Leadership Toolkit: Giving Effective Feedback

Chief residents are frequently tasked with collecting and distributing feedback among our peers and faculty, which can be challenging and a source of conflict, especially when the feedback is constructive, up the hierarchy, or involves emotionally-charged discussions. This session provides tools to navigate and practice the daunting task of giving feedback effectively and constructively, even up the hierarchy, to make effective systemic change and minimize potential conflicts along the way. 

Learning Objectives:

  1. Discuss the role of personal biases, emotions, and vulnerability in giving or receiving feedback 
  2. Understand the importance of involving the feedback recipient and creating an educational alliance or culture of psychological safety
  3. Learn and practice structured tools for language and optimizing the process surrounding feedback

Leadership Toolkit: Conflict Resolution Techniques & Lunch

Practice your new leadership skills by applying them to real cases focusing on conflict resolution and learning from your fellow chief leaders. 

Learning Objectives:

  1. Appreciate the differences between verbal vs written feedback, and how navigating between both modalities will optimize your ability to create positive change as chief. 
  2. Apply the tools learned throughout the workshop to deescalate conflict among peers and within the hierarchy. 

Meet Your Faculty

Shannon Connolly, MD is Associate Medical Director at Melody Health in Orange County where she also sees patients. Dr. Connolly received a B.A. in Biomedical Ethics from Brown University and an M.D. from University of Southern California. She did her medical residency in Family Medicine at the University of California Los Angeles and completed a fellowship in Primary Care Psychiatry at the University of California Irvine. She has held numerous leadership positions at the American Academy of Family Physicians, including currently serving as an inaugural member of the Commission on Diversity, Equity, and Inclusiveness in Family Medicine. She was CAFP president from 2021-2022.

Ronald Labuguen, MD is a Clinical Professor in the Department of Family and Community Medicine at the UCSF School of Medicine. He is the Medical Director of UCSF Primary Care at Bayfront, UCSF Health’s newest primary care clinic scheduled to open in a few months in San Francisco. Prior to that, he was the Medical Director of the Adult Urgent Care Center at Zuckerberg San Francisco General Hospital and Trauma Center. He is a Faculty Advisor for Mabuhay Health Center, UCSF’s student-run free clinic serving the Filipino-American residents of San Francisco’s South of Market neighborhood. Dr. Labuguen received his medical degree from the University of Virginia and completed his residency at Virginia Commonwealth University Hanover Family Practice Residency Program, where he served as chief resident. Dr. Labuguen is the President of the CAFP Foundation and is committed to supporting programs that help students and residents prepare for and transition successfully into careers as family physicians.

Serena Liu, MD is a primary care physician in Palo Alto and served as chief resident at John Muir Health’s Family Medicine Residency Program. She is passionate about empowering medical learners in primary care who may not always feel like a leader. This led her to create John Muir Health’s Resident Leadership Development Track, which received UCSF’s Excellence in Education Collaboration award, and present on leadership techniques at AAFP’s National Conference. She is a content creator and speaker at CAFP’s Leadership Workshop for Chief Residents and USC School of Medicine’s Primary Care Leadership Conference. As a medical student, she received AAFP’s FM Interest Group Program of Excellence award and AAFP’s Emerging Leader Institute scholar award. Most recently, she was named the winner of the Palo Alto Foundation Medical Group’s Primary Care Innovation Challenge.

Kishore Nath, MD is the Associate Program Director at the John Muir Health Family Medicine Residency in Walnut Creek, California. As a preceptor, he has mentored residents to develop curriculum and dedicated clinics within the residency for family planning, addiction medicine, transgender health, eating disorders, and refugee medicine. He is the Medical Director of the John Muir Health’s Mobile Clinic, a clinic dedicated to the underserved and uninsured, specifically leading efforts for community outreach to care for immigrants and refugees. He has personally organized large-scale covid-19 vaccination clinics through the Mobile Clinic, vaccinating over 2000 patients, with over 60% having a non-English language preference. His other leadership responsibilities include Executive Councilmember of the Dept of Belonging and Equity for the JMH health system, board member on the Board of Directors of the John Muir Medical Group, and recently serving as Health Chair for the NAACP Oakland Branch. He identifies as a Southern Californian transplant, moving to the Bay Area in 2009 after completing medical school training at the Keck USC School of Medicine and residency training at Long Beach Memorial, where he served as chief resident.


*Subject to change.

8:30 - 9:00 am

Transitioning into Your New Role as Chief Resident: The Annual Cycle

Serena Liu, MD

9:00 - 9:30 am

Leadership Toolkit - Managing Up and Across, What Every Chief Resident Should Know

Sarah McNeil, MD

9:30 - 9:40 am


9:40 - 10:40 am

Leadership Toolkit- Navigating Tough Team Dynamics

Kishore Nath, MD

10:40 - 10:50 am


10:50 - 11:20 am

Sharing Our Experiences: A Panel Discussion with Current Chiefs

Peter Ro, MD
Tricia Bautista, MD

11:30 am


Saturday, August 26, 2023 - Family Medicine POP (formerly FM Summit/Clinical Forum)




10:00 am

Welcome, Purpose Setting & Overview

Serena Liu, MD

10:10 - 10:30 am

Meet & Greet

Moderator: Serena Liu, MD

10:30 - 10:50 am

Inspiring a Shared Vision and the Why of Leadership, Advocacy and Community Service

Jay W. Lee, MD, MPH

10:50 - 11:00 am


11:00 - 11:55 am

Leadership Toolkit: Giving Effective Feedback

Jo Marie Reilly, MD

11:55 - 12:05 pm


12:05 - 1:00 pm

Lunch & Reflection

Connect with your local CAFP chapter

Find fellow family physicians in your neighborhood.
(415) 345-8667
816 21st Street, Sacramento, CA 95811
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