Слайд 1Open Proposals:
A Pre-Competitive Interactive Space for Research Community
Oksana Gologorskaya, M.Sc.
Product
Manager, Virtual Home Program,
Clinical and Translational Science Institute,
University of California, San Francisco
Слайд 2Learning Objectives
“Crowdsourcing” ideas and proposal development at biomedical institution
Insights from
5 years of practicing
Open Proposals Tool Demo
Invitation to collaborate
Слайд 3Harvesting Ideas in Academia
Request for Proposals
Слайд 5Imagine a friendly community…
Слайд 6Add “social” phase to the process
Слайд 7What is different?
Proposal Ideas are shared with community before they are
submitted
Everyone knows what everyone else is proposing
Anyone in community can comment on the ideas
Valuable contributors can join proposal teams
Proposal teams can merge
Слайд 92009:Milestone Year for Social Media
Facebook and Twitter explode into mainstream
New communications
channels for businesses
bi-directional & personal
Слайд 102009 at CTSI: Open Forums for Strategic Planning
Mini Kahlon
Clay Johnston
Слайд 11
accelerate.ucsf.edu
First Open Forum
18 ideas
41 comments
Слайд 12
accelerate.ucsf.edu
First Open Forum: Implementation
Section on existing Drupal website
Simple features:
Post ideas
Comment
Vote
Anonymous participation
ok
Слайд 132009 UCSF CTSI Grant Renewal RFP
accelerate.ucsf.edu
High stakes: ideas for $112 M
grant
53 ideas
47 comments
We got the grant!
Слайд 14
Practical Insight 1: Starting Conditions
Слайд 15UCSF CTSI Pilot Awards 2012
accelerate.ucsf.edu
28 ideas
292 comments
Слайд 17Behaviors Observed:
Proposals improved
Connections made between participants
Proposals withdrawn
Слайд 18Practical Insight 2: Process Matters
Слайд 19First Non-CTSI Challenge
2012 UCSF IT Innovation Contest
Target Audience: All Staff
& Faculty
Competing against other solutions
Слайд 20Solutions Considered
Email
Salesforce Chatter
Open Proposals
Слайд 21UCSF Open Proposals Tool
Custom Branding for
Opportunity Sponsor
Слайд 22UCSF Open Proposals Tool
Standalone, easy to use space for discussions
Слайд 23UCSF Open Proposals Tool
Transparent & efficient process
Слайд 24Open Proposals Provided:
Transparent & efficient process
Standalone space for discussions
Easy to use
Custom
branding for sponsor
Слайд 26IT Contest 2012 - Results
48 proposals, 5 awarded
73 people posted 216
comments
Withdrawn/merged proposals: 1
517 unique visitors in active phases
Слайд 27A Hard Learning
Department of Medicine
Funding Patient Cohorts 2012
Funding to
allocate: $200,000
Target audience: DOM Faculty (~620)
Collaborative opportunity: reusing patient cohorts
Слайд 29DOM Funding Patient Cohorts 2012 - Results
14 proposals, 2 awarded
30 people
posted 66 comments
Withdrawn proposals: 1
431 unique visitors in active phases
Слайд 30Surprising Feedback
Opportunity Sponsors: “We won’t use it again”
End Users:
Overall experience: 2-dissatisfied
/ 6 – neutral / 7 - satisfied
Proposal impact: 2- improved / 7 – no change / 2- worsened
Team impact: 2- added team members
Слайд 31
Practical Insight 3: Supportive Sponsor, Engaged Community
Слайд 34At UCSF, Open Proposals supported:
Executive Vice Chancellor Office
Finance & Administration
School of
Medicine
School of Pharmacy
Слайд 35Other types of opportunities that benefited from OP
Building Community to Revamp
Medical School’s curriculum
Department Strategic Planning
Administrative Process Improvements
Слайд 36
Technology is nothing. What's important is that you have a faith
in people, that they're basically good and smart, and if you give them tools, they'll do wonderful things with them.
Steve Jobs
Слайд 37UCSF Open Proposals Tool
open-proposals.ucsf.edu
Standalone Drupal Website
Integrated with UCSF Single Sign On
Optional
IP restricted access
Linked with UCSF Profiles
Слайд 38UCSF Open Proposals UI
open-proposals.ucsf.edu
Слайд 391
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UI: Forum Space
Sponsor branding
Opportunity title/subtitle
Intro text – opp. description
Opportunity timeline
Proposals main
feed
Forum menu
My Proposals shortcut
Topic filter
Activity feeds
Footer menu
Search
Слайд 401
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UI: Proposal Page
Proposal title
Proposal view tabs
Proposal info
Proposal body
Слайд 411
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UI: Adding Proposal
Instructions /
format requirements
Title (required)
Taxonomy fields
Primary author – if
proposal is submitted for someone else
Слайд 425
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UI: Adding Proposal
Proposal body
Multi-file attachments
Single file attachment
Post (submit) button
Preview button
9
Слайд 43Automation: Updates and Subscriptions
Proposal authors and commenters are automatically subscribed to
the updates on their proposal
Forum visitors can “Follow” the forum or its selected proposals
Слайд 45Challenges
How to engage community?
Intrinsic vs. extrinsic motivation for community reviewers
Community balance
Слайд 46Benefits of Open Proposals
Open, transparent process
Collaborative space
Efficiency
Better teams
Better proposals
Слайд 47Less Obvious Benefits
Reviewers get not only proposals but also community’s reaction
that may inform them as well
Every idea is captured and stays there (usually online) forever…
Active participants build relationships and get noticed
Слайд 48Winning proposals draw more attention
Слайд 49Avg. # Comments, All Forums
Winning vs. Non Winning Proposals
Слайд 50UCSF Open Proposals Today
23 forums Since launch in 2012
700+ proposals
18,000+ visitors
$
4,000,000+ funding distributed
Shared with 2 institutions
Слайд 53Thank You
UCSF Open Proposals is managed by the UCSF Clinical and Translational
Science Institute (CTSI), part of the Clinical and Translational Science Award program funded by the National Center for Advancing Translational Sciences (Grant Number UL1 TR000004) at the National Institutes of Health (NIH).
Слайд 54Special Thanks
Mini Kahlon and Clay Johnston, for introducing the idea and
making it come to life
To Brad Bulger, for building the tool
To Cynthia Piontkowski, for creating the tool’s people friendly side
To Leslie Yuan, for support and inspiration, and winning decisions
Слайд 55Special Thanks
To Rachael Sak, for figuring out tricky details of the
process and making it a success when most people were skeptical
To Lisa Schoonerman, for help with winning hesitant new customers and for invaluable practical insight
To Anirvan Chatterjee, for the most creative ideas for the tool and its introduction to the bigger world, and for huge help with this presentation
Слайд 58It is literally true that you can succeed best and quickest
by helping others to succeed.
Napoleon Hill, one of the great writers on success
Слайд 59Publication on Open Proposals
http://onlinelibrary.wiley.com/doi/10.1111/cts.12147/full
Слайд 60
ctsi.ucsf.edu * open-proposals.ucsf.edu
GitHub Project (ask us for access):
https://github.com/CTSIatUCSF/dreamcatcher
open.proposal@ucsf.edu
oksana.gologorskaya@ucsf.edu
Contact
Us
Слайд 61Media Credits
Noel Hidalgo, Hand made "like us on Facebook" sign. ,
Flickr
Kfergos, Abstract Lights , Flickr
Sasha Gologorskaya, Friends, Everyday Photos
Ren Kuo, Dreamcatcher, Flickr