An Okanagan Charter Implementation Toolkit
Support opportunities for learners, staff, and faculty to strengthen competence, personal capacity, reflective practice, and life-enhancing skills that support wellbeing, professional growth, meaningful participation in local and global communities, and sustainable healthcare environments.
Personal Development: At-a-Glance
What is this strategic direction about?
Supporting personal and professional growth across academic medicine.
Why does it matter?
Personal development strengthens wellbeing, communication, leadership, and sustainable practice.
What will I do here?
Explore practical ways to support reflection, mentorship, learning, and ongoing growth across medical education and practice.
What you’ll find in this section
Why Personal Development Matters
Supporting personal development is a critical component of advancing wellbeing. Professional and personal development must be grounded in theory and evidence, and designed through co-development approaches that emphasize integration, flexibility, and personalization.
Although medicine has often emphasized resilience, individuals within healthcare and medical education already demonstrate significant adaptability and perseverance. More meaningful support comes from fostering broader capacities such as self-awareness, communication, reflection, emotional regulation, leadership, and professional identity formation.
Personal development is not remedial or separate from professional excellence; it is foundational to learning, leadership, teamwork, ethical practice, and patient care. These capacities influence how individuals learn, teach, collaborate, navigate complexity, communicate, and contribute to healthier healthcare systems and communities.
Supporting personal development also requires environments that provide psychological safety, mentorship, coaching, reflection, and protected opportunities for growth across all stages of learning and practice.
The CMA Physician Wellness Hub resource on medical student wellbeing and identity formation explores how learning environments, culture, wellbeing, and professional identity formation influence learners across medical education
How Personal Development Connects to Other Strategic Directions in the Okanagan Charter
Personal development supports the knowledge, skills, and capacities that help individuals contribute to healthier learning and work environments. Individual growth is strengthened when supported by health-promoting systems and structures.
Policies can create opportunities for learning, mentorship, reflection, coaching, accommodations, and professional development.
Supportive environments can foster learning, connection, psychological safety, restoration, and meaningful participation.
Healthy cultures encourage curiosity, reflection, feedback, growth, and continuous learning throughout the career lifecycle.
Access to health and wellbeing supports can help individuals sustain their development, navigate challenges, and maintain wellbeing.
Evaluation and feedback help individuals and organizations learn, adapt, and strengthen development initiatives over time.
Meaningful personal development supports individuals in strengthening the reflective, relational, emotional, and professional capacities needed for learning, leadership, collaboration, and sustainable practice within academic medicine.
The following components represent foundational elements of personal and professional growth and provide a lens for reflection, development, and implementation across learning and work environments.
Reflection and self-awareness help individuals better understand their experiences, behaviours, values, strengths, limitations, and responses to stress, uncertainty, and complexity. Reflective practice can support learning, professional growth, communication, and ethical decision-making.
This may include guided reflection, narrative practice, coaching conversations, journaling, debriefing, or facilitated discussion.
Effective communication and healthy relationships are essential for teamwork, collaboration, leadership, teaching, patient care, and psychologically safe environments. Personal development supports individuals in strengthening listening, feedback, conflict resolution, empathy, and collaborative problem-solving skills.
This may include coaching-based feedback, communication training, interprofessional learning, mentorship, or facilitated dialogue.
Healthcare and medical education involve emotionally complex situations, uncertainty, competing demands, and challenging interpersonal dynamics. Developing emotional awareness and self-regulation can help individuals respond thoughtfully to stress, setbacks, feedback, and change while maintaining professionalism, self-awareness, and healthy boundaries.
This may include emotional processing, mindfulness-based approaches, reflective discussion, values clarification, or stress-management strategies.
Professional identity formation involves integrating personal values, lived experiences, ethical commitments, and professional responsibilities over time. Personal development supports individuals in exploring purpose, meaning, boundaries, leadership, sustainable professional practice, and the type of professional they hope to become.
This may include mentorship, reflective practice, values exploration, leadership development, or community engagement.
Personal and professional growth are strengthened through supportive relationships, psychologically safe learning environments, mentorship, coaching, and opportunities for ongoing learning and development across the continuum of medical education and practice.
This may include stage-based learning, peer support, coaching programs, faculty development, or continuous professional development opportunities.
Supporting meaningful personal development requires coordinated action across curriculum, leadership, mentorship, learning environments, organizational systems, and continuous improvement efforts.
The following areas for action highlight practical ways institutions can strengthen opportunities for growth, reflection, learning, and professional development across academic medicine.
Areas for Action in Meaningful Personal Development
Integrate Development into Organizational Structures
Personal development is more likely to be meaningful and sustainable when it is embedded within curricula, professional development, workplace culture, and organizational priorities rather than treated as an optional or isolated activity.
Potential strategies may include:
Possible examples:
Some institutions may choose to incorporate structured frameworks that support the development of performance mental skills (PerMS), including self-awareness, emotional regulation, motivation, focus, communication, and reflective practice across medical education and professional development contexts.
One example is the PerMS 3 M + S Framework, developed to support wellbeing and performance in medical education through integrated mental skills development.
Foster Environments that Support Learning and Reflection
Meaningful growth is strengthened within environments that support psychological safety, inclusion, reflection, mentorship, manageable workloads, and respectful relationships.
Potential strategies may include:
Possible examples:
Some institutions may choose to incorporate longitudinal coaching and mentorship models that support reflective learning, professional identity formation, goal-setting, and relationship-based development across training and practice.
Recognize Evolving Developmental Needs
Developmental needs change across different stages of training, leadership, and professional practice. Tailoring approaches can help improve relevance, engagement, and application.
Potential strategies may include:
Possible examples:
Some institutions may choose to incorporate longitudinal approaches to professional identity formation that support reflection, belonging, mentorship, leadership development, and evolving professional roles across transitions in training and practice.
Recent Canadian medical education scholarship emphasizes the important role of relationships, learning environments, and organizational culture in shaping professional identity formation. See Being, becoming, and belonging: reconceptualizing professional identity formation in medicine.
Support Relationship-Based Learning
Reflection, mentorship, coaching, and supportive relationships can help individuals process experiences, strengthen self-awareness, navigate challenges, and support professional growth over time.
Potential strategies may include:
Possible examples:
Some institutions may choose to incorporate structured reflective practice models such as facilitated peer reflection groups, narrative medicine programs, Balint-style discussions, or longitudinal reflective dialogue sessions to support self-awareness, empathy, professional growth, and relational learning across training and practice.
Strengthen Skills Through Practice
Personal and professional development skills are strengthened through repeated opportunities for application, reflection, feedback, and experiential learning.
Potential strategies may include:
Possible examples:
Some institutions may choose to use structured facilitation approaches such as Nominal Group Technique (NGT) to support collaborative problem-solving, priority setting, reflection, and inclusive participation during program planning, feedback processes, or quality improvement initiatives.
Support Ongoing Learning and Organizational Reflection
Continuous improvement approaches can help organizations understand whether personal development initiatives are meaningful, accessible, relevant, and supportive across diverse learning and work environments.
Potential strategies may include:
Possible examples:
Some institutions may choose to incorporate continuous feedback and improvement approaches that regularly gather learner, faculty, and staff perspectives to guide program refinement and organizational learning. One example is the use of rapid-cycle quality improvement methods such as Plan-Do-Study-Act (PDSA) cycles to test, evaluate, and refine initiatives over time. See: Institute for Healthcare Improvement: Plan-Do-Study-Act (PDSA) Worksheet.
The following case studies illustrate how meaningful personal development can influence learning, leadership, wellbeing, relationships, and professional growth across academic medicine. While each scenario reflects a specific context, the themes and reflection questions are intended to help individuals, teams, and organizations consider how personal development is supported within their own environments.
Case Study #1: “Early-Career Faculty – Struggling With Boundary-Setting”
Case Study #2: “Clerkship Student Struggling With Emotional Regulation”
Case Study #3: “Department Chair Avoiding Conflict”
There is rarely a single “right” response to complex situations. Use these cases as opportunities to reflect on assumptions, explore different perspectives, and identify practical actions that can support growth, wellbeing, and healthy learning and work environments.
Case Study #1
“Early-Career Faculty – Struggling With Boundary-Setting”
Dr. Patel is a new faculty member. Eager to contribute and concerned about building a strong reputation, she routinely volunteers for additional teaching responsibilities, joins multiple committees, and supervises several students. She has heard colleagues suggest that “you need to say yes to opportunities” to succeed in academic medicine and worries that declining requests could negatively affect her promotion prospects or reputation as a “team player.”
Over time, the cumulative workload becomes overwhelming. Dr. Patel begins experiencing emotional exhaustion, difficulty concentrating, reduced energy, and declining satisfaction in her work. Her teaching quality begins to suffer, and she feels increasingly isolated and unsure how to ask for support.
Early-career faculty in medicine often face unclear expectations, competing responsibilities, and hidden curriculum messages that reward overcommitment. Without adequate mentorship, workload transparency, or support for boundary-setting, individuals may struggle to align responsibilities with their capacity, goals, and wellbeing.
Meaningful personal development includes building reflective capacity, sustainable work practices, healthy boundaries, and professional confidence. When individuals feel unable to manage competing demands or ask for support, wellbeing, engagement, learning, and long-term career sustainability may be negatively affected.
Self-Awareness and Reflective Practice: Recognizing early signs of stress, reflecting on personal capacity, and identifying hidden curriculum messages may support decision-making and lessen burnout.
Communication and Relational Skills: Boundary-setting, workload discussions, and help-seeking may support healthier relationships and more sustainable workloads.
Emotional Awareness and Psychological Flexibility: Recognizing personal limits and responding thoughtfully to challenges can support wellbeing and sustainable professional practice.
Professional Identity, Meaning, and Values: Balancing external expectations with personal values may support professional fulfillment and sustainable career development.
Reflection, Accountability, and Continuous Improvement: Mentorship and developmental supports may reduce isolation and strengthen confidence and professional growth.
Reflecting on Personal Experience
Reflecting on Team and Institutional Culture
Consider how this scenario may appear within your own faculty, department, program, or organization:
Foster Reflection, Coaching, and Mentorship
Create Supportive Conditions for Growth
Provide Opportunities for Applied Learning
Strengthen Continuous Improvement and Evaluation
Supporting meaningful personal development in medicine requires more than encouraging individuals to “be resilient.” Sustainable growth is strengthened when institutions intentionally create cultures, relationships, and structures that support reflection, mentorship, healthy boundaries, and realistic expectations for success.
Case Study #2
“Clerkship Student Struggling With Emotional Regulation”
James, a clerkship student, witnesses his first patient death during a busy ward rotation. Deeply affected by the experience, he begins avoiding the ward, withdrawing from peers, and disengaging from learning activities. Unsure who he can talk to without appearing unprofessional or “too emotional,” he keeps his distress to himself as his performance and wellbeing decline.
Early clinical experiences involving death, grief, and trauma can be emotionally overwhelming for learners. Without psychological safety, mentorship, or opportunities for reflection and debriefing, learners may suppress emotions, withdraw from clinical learning, or internalize distress as weakness.
Personal development in medicine includes building emotional awareness, reflective capacity, coping skills, and professional identity. Supportive learning environments can help learners process grief, uncertainty, and emotionally challenging experiences in healthy ways, supporting wellbeing, professional identity formation, and long-term growth.
Self-Awareness and Reflective Practice: Recognizing emotional responses, reflecting on difficult experiences, and identifying early signs of distress may support wellbeing and professional growth.
Communication and Relational Skills: Seeking support, participating in reflective conversations, and discussing emotionally challenging experiences may strengthen connection and reduce isolation.
Emotional Awareness and Psychological Flexibility: Processing grief, stress, and uncertainty in healthy ways can support emotional wellbeing, self-awareness, and the ability to navigate challenging experiences.
Professional Identity, Meaning, and Values: Navigating difficult patient experiences may shape professional identity, compassionate practice, and understanding of the emotional realities of medicine.
Reflection, Accountability, and Continuous Improvement: Access to mentorship, debriefing, and developmental supports may strengthen coping skills, confidence, and long-term professional development.
Reflecting on Personal Experience
Reflecting on Learning and Clinical Environments
Consider how this scenario may appear within your own faculty, department, program, or organization:
Foster Reflection, Coaching, and Mentorship
Create Supportive Conditions for Growth
Provide Opportunities for Applied Learning
Strengthen Continuous Improvement and Evaluation
Emotionally challenging clinical experiences are an important part of professional growth in medicine, but learners should not be expected to navigate them alone. Supportive learning environments, reflective practice, mentorship, and psychological safety can help transform difficult experiences into opportunities for learning, compassion, professional identity formation, and meaningful personal and professional development.
Case Study #3
“Department Chair Avoiding Conflict”
Dr. Nguyen, a newly appointed Department Chair, notices that a faculty member is repeatedly missing deadlines and failing to meet departmental responsibilities. Concerned about damaging relationships or appearing overly harsh, she avoids addressing the issue directly. Over time, workload inequities increase, team frustration grows, and communication and trust within the department begin to deteriorate.
Leadership behaviours strongly influence team wellbeing, psychological safety, communication, and workplace culture. Without support or training in conflict navigation, feedback, and accountability, leaders may avoid difficult conversations, unintentionally contributing to role confusion, inequitable workloads, and declining morale.
Personal development in leadership includes building communication skills, emotional awareness, reflective capacity, and confidence in navigating challenging situations. Supportive leadership practices can strengthen trust, accountability, collaboration, and healthier team cultures.
Self-Awareness and Reflective Practice: Recognizing how personal fears, assumptions, or leadership behaviours may influence communication, accountability, and team culture.
Communication and Relational Skills: Navigating feedback, conflict, accountability conversations, and collaborative problem-solving may strengthen trust and team functioning.
Emotional Awareness and Psychological Flexibility: Managing discomfort, responding constructively to tension, and adapting communication approaches may support healthier leadership practices.
Professional Identity, Meaning, and Values: Balancing compassion, accountability, leadership responsibilities, and professional values may strengthen confidence and integrity in leadership roles.
Reflection, Accountability, and Continuous Improvement: Access to mentorship, coaching, leadership training, and reflective practice may strengthen leadership effectiveness and ongoing professional growth.
Reflecting on Leadership Practice
Reflecting on Team and Department Culture
Consider how this scenario may appear within your own faculty, department, program, or organization:
Foster Reflection, Coaching, and Mentorship
Create Supportive Conditions for Growth
Provide Opportunities for Applied Learning
Strengthen Continuous Improvement and Evaluation
Healthy leadership requires more than academic expertise or operational oversight. Leaders who develop skills in communication, reflection, accountability, and emotional awareness can foster healthier, more collaborative, and psychologically safe environments that support both individual and team wellbeing.
Meaningful personal development supports individuals in building the reflective capacity, communication skills, emotional awareness, professional identity, and supportive relationships needed to thrive in academic medicine. These experiences contribute not only to individual wellbeing and growth but also to healthier learning and work environments across medicine in Canada.
Supporting meaningful personal development is a shared responsibility. This section explores how different roles support growth, learning, reflection, and development across the career lifecycle.
Reflect on Your Role
How does my role influence opportunities for growth, reflection, and wellbeing?
What behaviours or practices do I model for others?
How can I help create environments that support sustainable growth and development?
Every role within the medical institution contributes to creating environments that foster reflection, growth, psychological safety, compassion, and ongoing learning.
Senior leaders help shape institutional priorities, resource allocation, accountability structures, and organizational culture. Their actions strongly influence whether personal development, wellbeing, reflection, and healthy professional growth are treated as core institutional values.
How This Role Contributes to Meaningful Personal Development
Tip for Senior Leadership: Model healthy leadership practices, including reflection, boundary-setting, and ongoing professional development.
Operational leaders shape the systems, workflows, and daily environments that influence how people learn, work, and grow.
How This Role Contributes to Meaningful Personal Development
Tip for Staff: Small operational decisions — including scheduling, communication, and workload management — can significantly influence wellbeing, learning, and opportunities for growth.
Academic and clinical faculty shape learning environments through teaching, supervision, mentorship, and professional role modelling.
How This Role Contributes to Meaningful Personal Development
Tip for Faculty: Everyday teaching, feedback, and clinical interactions can powerfully shape learner wellbeing, confidence, and professional identity formation.
Learners and trainees actively engage in personal and professional growth throughout their educational journey.
How This Role Contributes to Meaningful Personal Development
Tip for Learners: Personal development is an ongoing process that includes reflection, growth, support-seeking, and learning from both challenges and successes.
Researchers and scientists contribute to academic medicine through discovery, mentorship, collaboration, and innovation.
How This Role Contributes to Meaningful Personal Development
Tip for Researchers: Research and scholarship can help strengthen understanding of what supports wellbeing, growth, learning, and healthy organizational culture within academic medicine.
Moving Forward Together
Creating environments that support meaningful personal development requires shared responsibility across the entire organization. Policies, leadership practices, learning environments, relationships, and workplace culture all influence how individuals experience growth, wellbeing, connection, and support.
How Organizations Contribute to Meaningful Personal Development
Tip for Organizations: Personal development is strengthened when growth, reflection, wellbeing, and supportive relationships are integrated into everyday culture and practice across the institution.
The tools and resources in this section are designed to support reflection, communication, mentorship, leadership development, and ongoing growth. They may be adapted for individual use, mentorship and coaching conversations, team discussions, faculty development activities, or broader organizational initiatives that support meaningful personal development.
What you’ll find in this section
Adapt and use what is most relevant to your context.
Continue exploring the toolkit:
Foster Thriving Medical Communities and Culture
Review, Develop, and Strengthen Faculty Health Services
Developed by the Association of Faculties of Medicine of Canada’s Culture of Academic Medicine Initiative (CAMI) in collaboration with the Okanagan Charter Collaborative.
Suggested Citation
Do, V. Wellbeing Matters: An Okanagan Charter Implementation Toolkit. Association of Faculties of Medicine of Canada (AFMC), Culture of Academic Medicine Initiative – Towards Improved Provider Safety (CAMI-TIPS); 2026. Available from: [URL placeholder]
Help Improve the Toolkit
We welcome your feedback to help improve future versions of the toolkit. Questions, suggestions, and corrections are always appreciated.
Developed by the Association of Faculties of Medicine of Canada’s Culture of Academic Medicine Initiative (CAMI) in collaboration with the Okanagan Charter Collaborative.
Suggested Citation
Do, V. Wellbeing Matters: An Okanagan Charter Implementation Toolkit. Association of Faculties of Medicine of Canada (AFMC), Culture of Academic Medicine Initiative – Towards Improved Provider Safety (CAMI-TIPS); 2026. Available from: [URL placeholder]
Help Improve the Toolkit
We welcome your feedback to help improve future versions of the toolkit. Questions, suggestions, and corrections are always appreciated.
Wellbeing Matters: An Okanagan Charter Implementation Toolkit ⋅ Version 1.0 ⋅ September 2026