Alliance "Access and Inclusion" Planning and Metrics Template
8/18/99

Introduction

This template aims to facilitate thinking and planning to continue to raise the diversity level within the Alliance.  This effort began with the January, 1999 EC meeting that included discussion and proposed action, as summarized in the published minutes (see http://aim.ncsa.uiuc.edu/commcenter.nsf/1/ea62e8725169b5e78625671c006fc5e6 ) of that meeting:

It was determined that the Alliance would encourage inclusiveness by adopting a FY00 goal of 12-20% women and minority representation on the EC and among PI's. To that end, the teams are asked to develop strategies for recruiting leadership, and establishing and promoting a pipeline for students and researchers to become involved in Alliance projects and technology use.

Action Items: 
•	Each team completes the template below by Monday, Sept.20, 1999
Return by email to Allison Clark, aclark@ncsa.uiuc.edu,
or by fax to 217-265-8022

The information requested below is to intended to both document current state and progress, and to assist in the establishment of some metrics for measuring that progress.  Implicit is an attempt to motivate thinking about the issue and activities, to consider the best activities to promote diversity within the Alliance, and to consider some metrics to document progress.  Although we want to establish long term metrics for tracking progress, this is the first time we have asked for this type of information; comments are welcome now, and can provide a basis for information fine tuning and future EC meeting discussion.

The first table requests activities promoting diversity in three areas: a) leadership positions within the Alliance (e.g., PI, Team Leader, Alliance cross-team activity, etc.); b) technical development and deployment projects (e.g., staff and students); and c) outreach activities.  Note activities or accomplishments for either FY99 or FY00, noting which, if applicable.

The second table is a draft for collection of metrics in terms of number of people involved at various levels of Alliance activity.  The information to fill in here most likely come from principal investigators.  This information needs to be documented ASAP as it was requested at the site visit.  Please comment on these and any other longer-term metrics that could be used.

Please fill in the these forms, taking as much extra space as you would like, and return to Allison Clark (aclark@ncsa.uiuc.edu) no later than Sept.20, 1999.  Again, comments on the collection of this information are always welcome.

Table 1:  Alliance Access and Inclusion Plans 
Category	Existing or FY00 planned activity	
Plans or events to encourage diverse participation at leadership levels within teams and cross-team activities		
Plans for joint Alliance development or deployment efforts with MSI (or other applicable) institutions		
Existing or planned (note which) EOT/outreach efforts targeted at women and minority students		

Table 2:  Access and Inclusion Metrics
Metric
	Alliance funds	Cost shared funds	
	Number of Women	Number of Minorities	Total (including W/M)	Number of Women	Number of Minorities	Total (including W/M)	
Current FY99 status:							
FY99 Leadership (PI, co-PI,TL, etc.)  Numbers in this row, list names in cells immediately below:  							

FY99 Full time staff (*) (faculty, post-docs, programmers, etc.)							
FY99 Post Docs							
FY99 Graduate students							
FY99 Undergraduate students							
							
Goal for FY00:							
FY00 Leadership (PI, TL, etc.)  Numbers in this row, list names in cells immediately below:  							

FY00 Full time staff (*) (faculty, post-docs, programmers, etc.)							
FY00 Post Docs							
FY00 Graduate students							
FY00 Undergraduate students							
* - In this case the word "staff" applies to any individuals directly funded by Alliance or cost-share dollars.  In this case we are looking for number of individuals, not fractional FTE counts.