MOVING BEYOND SERENDIPITOUS IMPACT - MARCH 2019 SCOTT MCWHIRTER EXECUTIVE MANAGER, RESEARCH INTELLIGENCE AND QUALITY - ARMS

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MOVING BEYOND SERENDIPITOUS IMPACT - MARCH 2019 SCOTT MCWHIRTER EXECUTIVE MANAGER, RESEARCH INTELLIGENCE AND QUALITY - ARMS
Moving Beyond
Serendipitous
Impact
March 2019

Scott McWhirter
Executive Manager, Research Intelligence and Quality
ORCID: 0000-0001-9693-4286
MOVING BEYOND SERENDIPITOUS IMPACT - MARCH 2019 SCOTT MCWHIRTER EXECUTIVE MANAGER, RESEARCH INTELLIGENCE AND QUALITY - ARMS
University of Technology Sydney
                                                                 ////////////////////////

   45,000+                            3,896
     STUDENTS                         FTE STAFF
                                                                            I

                                                                                            $1bn investment in
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        #1                              1988
    YOUNG UNI                        ESTABLISHED           UTS is a dynamic and
     IN AUS*
                                                           innovative university in the
                                                           heart of Sydney's creative
 * 2019 QS Top 50 Under 50 Ranking and 2018 Times Higher   and startup hub.
 Education Young University Rankings
MOVING BEYOND SERENDIPITOUS IMPACT - MARCH 2019 SCOTT MCWHIRTER EXECUTIVE MANAGER, RESEARCH INTELLIGENCE AND QUALITY - ARMS
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         Motivations for you to facilitate EI

         Sweeney – Political capital and trust
         Cooke – stakeholder engagement and a body of literature.
         Duryea – government intervention to show discipline best practice
         Scott – enterprise strategy based on high levels of agency and sponsorship.
         Rankings and ratings more generally.

         Philosophical good in speeding up and evaluating the translation cycle to ensure faster and
         holistically better outcomes.
MOVING BEYOND SERENDIPITOUS IMPACT - MARCH 2019 SCOTT MCWHIRTER EXECUTIVE MANAGER, RESEARCH INTELLIGENCE AND QUALITY - ARMS
4

Two Opposing Lines of Argument re Impact

No man ever wetted clay and then left it, as if there would be bricks by
chance and fortune.
Plutarch. 80AD.

Physics is like sex: sure, it may give some practical results, but that's not
why we do it.
Richard P. Feynman 1970s
5

Career Stage Dimension

  Australia has had a 30 year   Research Leaders –
                                Strongly motivated by
  focus on productivity and a          impact
  10 year focus on quality.
                                 MCRs – Strongly
  Incentive structures have     motivated by quality
  accommodated these.
                                 ECRs – Strongly
                                motivated by impact
6

What was EIA2018

Engagement: 3 years data and a narrative
Impact: A narrative – benefit in last 6 years and pathway (up to 15 years).

Written from a broad discipline perspective rather than an organisational unit perspective.

Not a data task as such – we muddled through.
7

EIA Process Review

1. Few explicit research engagement strategies.
2. Little fluency or commonality in language wrt engagement and impact.
3. Seldom were there agreed engagement measures at a local level.
4. Seldom were there agreed tools/systems for engagement data
5. No continuing processes for supporting impact case study development.

WHY?
1. Researchers incentivised for next project and quality.
2. Lists of possible engagement metrics are decidedly unhelpful.
3. Researchers do not want to use extra tools.
8

Response

Engage hearts and minds, meet people wherever they are.
Build a discipline and personal change agenda
Systems and processes to follow

But we needed our own engagement method with our academic community…
Hearts and Minds
10

Workshops

      Engagement Strategy Workshop
                       Project Planning
      Research Leaders
      Research                            Recording Engagement
                       Researchers
      Managers
                       Research                            Writing Impact Cases
                                          Researchers
                       Managers
                                          Research         Researchers
                                          Managers
                                                           Research
                                                           Managers
A Fine Engagement (logic model)
12

Business Canvas Models

Designed to build stakeholder value into business models and by using a consistent framing
tool, common language, consensus – acts as a pedagogical frame.

Two MBA graduates back in 2011 introduced them to our office as a neat tool to perhaps help
with researcher development and research administrator turnover. They customised the
business model canvas - we played with them, agreed they were neat and put them up on the
shelf.
We have since revisited to develop two canvases – one for strategy and one for project
planning.

Osterwalder and Pigneur. (2010). Business Model Generation, Switzerland, Stategyzer.
13

The Strategy Canvas Workshop

Designed for research leaders to make research
engagement explicit
30 minutes. Each program to work through canvas.
Encouraged to be as granular and explicit as possible,
Disclosing process identifies common areas for resourcing
and acknowledge discipline differences in approach.
Shares best practice.
Importantly identifies key activities, measures, tools for
collection and reporting and responsibilities.
Distilled to a maximum one page strategy.
By end of April, we will have moved the percentage of
researchers covered with a research engagement strategy
from 3% to 40%.
14

The Project Impact Canvas Workshop
Designed for all researchers to re-envisage a research project as a translation project. Useful
self-assessment of translation understanding. 90 minutes to a half day.
What changes in terms of stakeholders, funders, timeframes and responsibilities when you
do?
Best done when the area has done the strategy workshop.
For this project, are the area metrics sufficient – are there
others?
Can also be used as an impact diagnostic for retrospective
analysis of a case.
We have run 4 workshops (80 researchers), with another 4
planned in Q2 (around 150 researchers).
15

Recording Engagement
Workshop
Armed with the strategy and a project, we offer the local solutions for recording engagement.
30 minutes (mostly Symplectic’s Records of Impact)

1st two workshops will be in Q2.
16

Running Impact Rounds &
Writing Case Studies
Aimed at narrow audiences (faculty research managers and researchers involved in case
study development).

Planning on running an internal grant round for impact and to use that as vehicle.
17

Systems Work

Adding canvas to our project notification forms.
Capturing very limited engagement and impact fields within project establishment processes
that triggers our engagement capture system.
Building capture and reminder system at project closure.
18

Transitioning Work

New Team next Monday for Engagement. Hurrah!
New Team taking on Researcher Capability. Hurrah!
    Responsibility will be generation of the strategies and reporting cycle.
We can concentrate on systems, process and submissions.
Thank you
Especially Paul Regis, Yvonne Cheng, Hongshu Chen, Michelle Fletcher, Catherine McElhone, Rachael Quigley
20

Questions

Mark Hochman – Its great to undertake the education program but are you      workshops?
worried you will miss people?
                                                                             A: We find it works best when we don’t dwell on the method (which will always
A: Design principle is to meet people where they are in understanding and    be a contested space) but we do provide guidance for the strategy canvas
interest of EI. Have written up the workshops and discussed with all ADRs    that people should be as specific as possible, as general strategy elements
and ADEs and all research Centre Directors. Have left scheduling and         will not be particularly useful. It is definitely useful to tell people about the
invitations to them. Intention is to build enough awareness and practice     method post workshop as it encourages them to use the same practices.
change that it becomes endemic. Also looking at embedding in the induction
programs.                                                                    Michelle Duryea – which systems do you use?

Michelle Duryea – The new teams – how big are they, where are they located   A: Symplectic Records of Impact and Researchmaster. The program we are
and how will you arrange yourselves for future submissions.                  running is to try and stimulate a need to use them that is discipline and
                                                                             individual researcher defined rather than an institutional compliance
A: The new teams are in the research office and consists of the faculty      requirement.
research engagement managers (~8) and a small researcher capability team
(~6). Yet to work out a submission process. Much depends on the shape of
any future assessment framework.
Richard Cooke – How much do you explain about the canvas method before
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