Open Idea Development & Team Formation
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Transcript of Open Idea Development & Team Formation
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Clinical and TranslationalScience Institute / CTSIat the University of California, San Francisco
Enabling new models of pre-competitive collaboration in proposal development and team creation
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Context
The Internet allows for new ways to access a wider set of individuals and enable their contributions to various activities
Explicit
Implicit
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Crowdsourcing
Most current approaches fall under the category: Crowdsourcing
Crowdsourcing = Outsourcing tasks or challenges to the broadest possible community, mediated by the Internet
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Crowdsourcing to improve proposals
Old
RFP
Review
New?
RFP
Review
Pre-reviews?
Add collaborators?
Improve submission?
Remove redundant submission?
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“Open Proposal”
Could we get a wider set of individuals to help improve ideas online and/or join teams they may not have otherwise?
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“Open Proposal”
a process and online tool that enables broad collaboration in proposal development and team creation
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“Open Proposal”
General Process:
Announce
Request for Proposals
Deadline #1
Submit proposal online in an Open Forum
Deadline #2
Comment, join teams
Revise proposal for final version
Decision
Selected proposals announced
• No new proposals
• Broadest possible community comments on proposals and joins teams
• Broadest possible community submits proposals
• Commenting open • Proposals reviewed internally
SUBMISSION PHASE IMPROVEMENT PHASE REVIEW PHASE
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Open Proposal - Example
• Eligibility: All faculty and staff at UCSF
• Campus Coordination: RFP coordinated with UCSFs umbrella intramural funding organization, RAP.
• Promotion: Promoted via RAP and independently through multiple channels
• Review Process: Managed by CTSI
CTSI Pilot Awards to Improve the Conduct of Research (Feb-Apr 2012)
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CTSI Pilot Awards: An Open Proposal RFP
Three Phases
Submission Phase: 5 weeks
Improvement Phase: 2 weeks
Internal Review: 2 weeks
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Submission (~5 weeks)
• Applicants submit idea online with opportunity to • receive input (via on- and/or off-line commenting)• look for collaborators
• CTSI board members and program directors review and make connections where possible
CTSI Pilot Awards: An Open Proposal RFP
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Submission (~5 weeks) cont’d
• Proposal submission = simple, online, “one-page” format including• Rationale• Plan• Criteria and metrics for success• Approximate cost and brief justification • List of collaborators
CTSI Pilot Awards: An Open Proposal RFP
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Improvement (2 weeks)• Applicants and community
• browse proposals & comment to improve
• indicate interest to collaborate
• CTSI board members review, comment & solicit input from experts in community
• Applicants
• review comments on their proposals & revise as needed
• required to post online constructive criticism on another proposal at least once
CTSI Pilot Awards: An Open Proposal RFP
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Internal Review (2 weeks)• Initial review and scoring of proposals by board – ID’d those most likely
to be funded
• Reached out to applicants with requests for additional information (e.g. budget) and proposed adjustments to proposals (e.g. scope, focus, partnerships)
• Compiled reviewer comments and applicant responses for final review/award identification
CTSI Pilot Awards: An Open Proposal RFP
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Open Proposal – Basic Statistics
28 proposals submitted, 8 awarded • 4 were from CTSI, 4 were not
Total $ awarded is approximately $327K • Award Range: $16,340 to $85,904• Average award: $43,411
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Open Proposals – How We Did
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Open Proposal – Succeeded in being interactive
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Open Proposals – Improved proposals
• Iteration and improvement of proposals based on comments
• Withdrawal: one applicant voluntarily withdrew after learning from a commenter about 2 resources already in existence that fulfilled the goal of the proposed resource!
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Open Proposals – How We Did
• Comment
• Author
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Open Proposals – What we learned about the process
Need dedicated resource for forum management and monitoring• Encouraging commenting, soliciting input, fielding questions, etc.
More time needed with authors once proposals filtered for those most likely to be funded
Recurring issue – how to match proposers and ideas with the expertise they really need?
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