Open Proposals: A Pre-Competitive Interactive Space for Research Community презентация

Содержание

Learning Objectives “Crowdsourcing” ideas and proposal development at biomedical institution Insights from 5 years of practicing Open Proposals Tool Demo Invitation to collaborate

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 4RFP Timeline


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 8Open Proposal Process


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 16Participation Increased. Why?


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Proposals withdrawn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 25
© by Ren Kuo


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
3
2
5
4
6
7
8
9
10
11
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
3
2
4
UI: Proposal Page
Proposal title
Proposal view tabs
Proposal info
Proposal body


Слайд 411
3
2
4
UI: Adding Proposal
Instructions / format requirements
Title (required)
Taxonomy fields
Primary author – if

proposal is submitted for someone else

Слайд 425
7
6
8
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 44
Key Ingredients for Success


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 51Open Science & Open Proposals


Слайд 52What’s Next?


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


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