Kenan CenterEAB Meeting Spring 2002

1
Kenan Center-EAB Meeting Spring 2002

• Management Issues
• Dr. Everett I. Baucom
• Deputy Director
• NSF STC for Environmentally Responsible
• Solvents and Processes

2
Management Issues

• Accomplishments vs. Plan 2001
• - Strategic planning
• - Request for Proposals
• Activities for 2002
• - Continuous Improvement Initiative
• - Project phase out
• - System expansion
• Plan for 2003 and beyond

3
CERSP Strategic and Tactical Planning

• Strategic Planning Process and Schedule
• Vision and Mission
• Objectives and Performance Measures

4
Strategic Planning Process

• Strategic planning as we practice it
• Provides direction for alignment
• Is a cascade process, with increasing
  specificity
• vision?
• mission?
• goals?
• team objectives?
• individual objectives
• Is an inclusive, ongoing process
• Is iterative, not cast in concrete

5
Strategic/Tactical Planning Schedule2001

• Preliminary planning Jan-Mar
• - Draft vision, mission, goals, and objectives
• Comments from Kenan Center and EAB April
• - Input re strategic direction and commercial
  needs
• - Initial input regarding key technical needs
• Integrate needs input into strategic plan
  (PIs) May
• - Finalize strategic plan
• - Select target areas to address needs/RFP
• Review and issue RFP June
• Select projects for funding/update tactical
  plan Oct
• Notify PIs Oct
• Begin funding next generation projects Nov

6
CERSP Vision

• Enable a revolution in green chemistry through
  cutting-edge, integrated physical
  science/engineering, social science and education

7
CERSP Mission

• Support multi-disciplinary, fundamental research
  to
• - identify sustainable processes and products
  using CO2-related technology
• - understand social processes that foster
  collaboration and innovation in research, career
  training, outreach activities, thus enabling
  our science and technology to have broad societal
  impact.

8
Strategic Focus Areas

• Research
• Education
• Knowledge Transfer and Collaboration
• Diversity

9
Research Objectives and Performance Measures

• Research objectives
• - Develop fundamental understanding in
  selected areas
• - Explore new frontiers in order to identify
  new areas
• - Develop and apply fundamental understanding
  of social processes that foster collaboration and
  innovation
• Performance measures
• - Number of peer-reviewed publications
• - Reference citations
• - Presentations at major professional meetings
• - Collaborative interactions, internal and
  external
• - Effective utilization of facilities

10
Educational Objectives and Performance Measures

• Educational objectives
• - Use the educational process at all levels to
  build support for implementation of green
  chemistry
• - Enhance K-12 students and teachers
  knowledge of how science/ engineering and
  collaboration contribute to a cleaner environment
• Performance measures
• - Participation in Personal Development Program
• - Number of students and post-doctoral
  associates advised
• - Undergrad internships and percentage
  attending graduate school
• - New course modules initiated
• - Number of training modules produced and
  disseminated
• - Written evaluations of materials and
  workshops
• - Number of students and teachers reached
• - Number of CERSP students and faculty involved
  in outreach

11
Knowledge Transfer Objectives and Performance
Measures

• Knowledge transfer and collaboration objectives
• - Establish two-way communication pathways by
  which
• knowledge developed in the CERSP can be
  transferred efficiently
• outside views and needs are factored into
  plans
• - Establish individual partnerships and
  leverage Center resources
• Performance measures
• - Exchanges via consortia, symposia, workshops,
  and lab tours
• - Personnel exchanges and number of visiting
  scientists
• - Support for NSF and our Center in public
  forums
• - Number of joint papers
• - Patent donations, filings, acquisitions, and
  other IP management

12
Diversity Objective and Performance Measures

• Diversity objective
• - Encourage students from underrepresented
  groups to seek and succeed in careers in science
  and mathematics
• Diversity performance measures
• - Number of students contacted
• - Internship participation
• - Number and percentage of underrepresented
  groups entering
• and successfully completing graduate school
• - Number of CERSP participants participating in
  diversity-enhancing activities

13
Management Issues

• Activities for 2002
• - Continuous Improvement Initiative
• - Project phase out
• - System expansion

14
CERSP Continuous Improvement Initiative

• CI Process Plan?Do?Study/Check?Act

15
CERSP Continuous Improvement Initiative

• CI Process Plan?Do?Study/Check?Act
• 3x3 Study
• - What can we stop doing
• - What do we do well
• - What do we need to change or start doing

16
CERSP Continuous Improvement Initiative

• CI Process Plan?Do?Study/Check?Act
• 3x3 Study
• Action plan
• - Clearer expectations
• - More effective utilization of weekly
  teleconference
• - Improved coordination within Application
  Domains
• - Better understanding of project selection and
  constraints
• - Expanded Collaboration PDP Workshop

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Clearer Expectations

• Improved Orientation
• Participation in Group Meetings
• - Student associate attendance expected at all
  
• - Presentations twice per year
• - Meetings to elicit discussion/collaboration
• - Use standard format on website
• - Use presentations to organize research

18
More Effective Utilization of Weekly
Teleconferences

• Upgrade equipment to avoid delays
• Management communications
• Include Innovation Seminar every 6 weeks
• Invite industry speakers
• Provide phone-in webcasting service
• Explore feasibility of providing short courses

19
Improved Coordination within Application Domains

• Maintain existing project organization
• Conduct semi-annual co-ordination meetings for
  each Application Domain
• Objectives of meetings
• - Assure alignment among projects
• - Provide forum for establishing collaboration
• - Identify problem areas for attention
• - Identify previously unrecognized technology
  gaps
• - Provide forum to discuss/agree upon change of
  direction as requested by PIs
• - Prepare for upcoming reviews

20
Better Understanding of Project Selection and
Constraints

• Selection based upon best info as of 8/2001
  modifications may be in order
• Project areas developed with broad input as to
  focus
• Seed funding offers means to renew CERSP
• Flexibility in conducting research e.g., 10-20
  of time focused on CERSP objectives but outside
  project
• No entitlements expect 20 annual turnover

21
Expanded Collaboration PDP Workshop

• Workshop was useful to those who took it
• - Team building
• - Communication/collaboration toolbox
• Broader participation needed, esp. by faculty
• More team building of sort used by management
  team (understanding team dynamics and personal
  insights)
• Plan to be developed

22
Additional 2002 Management Activities

• Project phase out
• System expansion to capture additional data

23
Plan for 2003 and Beyond

• Renewal plan outline being developed
• Discussion subject for tomorrow