EOT-PACI Strategic Planning Process
(DRAFT of March 11, 1999)

The Leadership Team has initiated a process that will lead EOT-PACI partners into a comprehensive planning process for FY’00 and beyond.  The Leadership Team is developing this plan in cooperation with the teams and partners that make up the five EOT-PACI focus areas (Education, Government and New Communities, Learning Technologies, Access and Inclusion, and Evaluation).  If at any time you have suggestions about the process, please contact the members of the Leadership Team – your comments and feedback are critical to this process.

The process builds upon our successes and experiences, feedback from the NSF Site Review team, comments from NSF staff and other national leaders, and the goals set forth by the two PACI partnerships.  It is an iterative process, and one that we need to continually review and improve.

Proposed Timeline for Planning Process
Between now and July 1 (when the FY’00 Program Plan is due to NSF), we are proposing the following schedule (subject to change). 

•	(DONE) February 25: Leadership Team met to draft an EOT-PACI Strategic Plan
•	March 11: Leadership Team provides Teams with draft of EOT-PACI Strategic Plan
•	March 22: EOT-PACI Strategic Plan revised based on input from EOT-PACI teams and ECs 
•	April 5: Team Leaders submit outline of plans for FY’00 including goals, objectives, outcomes, deliverables, timelines, metrics and budget for the team, along with a proposed set of partners to be on the team – Team Leaders may invite partners new to the PACI program to join the team
•	April 26: Steering Committee agrees on team plans for FY’00
•	May 10: Partners submit FY’00 scope of work to address EOT-PACI goals and strategic directions – scopes of work to include goals, objectives, outcomes, deliverables, timelines, metrics and budgets
•	May 28: Partner scopes of work for FY’00 agreed to by Steering Committee
•	June 4: EOT-PACI Steering Committee meets to draft FY’00 Program Plan
•	July 1: FY’00 Program Plan submitted to NSF

EOT-PACI Structure

There is a separate document (posted on the Intranet – under EOT-PACI, under **EOTUPDATE**) that describes the EOT-PACI structure.  Included are the Focus Areas of EOT-PACI and lists of members of the Leadership Team, the Steering Committee, and the teams, as well as the names of the Team Leaders.

The Leadership Team is proposing an increased set of responsibilities for Team Leaders.  In this new capacity, the Team Leaders, with input from the team members, would provide a critical role in shaping the EOT-PACI goals and activities. The scope of the effort includes defining the goals, objectives, outcomes, deliverables, timelines, and metrics for the team.  The Team Leaders identify and recommend the set of partners to be on the team.  This may include recommendations for new partners to the PACI program.  All recommendations will be made in support of the EOT-PACI goals.  The team leaders assist in summarizing activities within their respective teams when reports of activities are needed (such as Quarterly Status Reports - QSR - and the annual program plan). They may be asked to help identify issues or partners that can assist with tasks as they arise. They help to provide a uniform view of team activities to the public at large. They inform partners on discussions and decisions taking place within the steering committee.

The Leadership Team has created Program Managers, to assist RGR with carrying out their responsibilities.  The scope of their activities is included in the structure document, referenced above.

EOT-PACI Mission

Develop human resources through the innovative use of emerging information technologies to understand and solve problems.

EOT-PACI Five-Year Goals

1.	Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.
2.	Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.
3.	Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

Overall EOT-PACI Leadership Team recommendations 
on team strategies 

All teams, working in conjunction with the Leadership Team, have a responsibility to:

•	Function as a cohesive team with goals and objectives driving the team activities
•	Promote and seek interdisciplinary programs in cooperation with AT/ET/PACS thrusts/teams
•	Increase the participation of under-represented groups including persons with disabilities within their teams, within PACI activities, and in activities beyond the scope of the PACI program
•	Disseminate results (successes and problems) to appropriate national audiences
•	Form strategic partnerships with organizations external to PACI
•	Evaluate programs and modify them based on the feedback from the evaluation

All teams should develop objectives that support the EOT-PACI goals and the team strategies.  The objectives should: a) include metrics to enable the measurement of the impact, b) be able to be completed in FY’00, and c) have clear statements of outcomes.

Recommendations to EOT-PACI Teams
.

K-12

The K-12 team identified their primary audience to be teachers and teacher trainers.  Programs that focus on pre-service activities have the greatest potential for long-term impact.  

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

To achieve this goal, the K-12 team will focus on pre-service and related in-service programs that complement and support each other. It is essential to collaborate with Colleges of Education to effect systemic change in the process of preparing teachers to effectively use technology. Both pre-service and in-service programs should build on the experiences and direct interaction with in-service teachers who can help relate how things really operate in the classroom.  The in-service efforts include working with NSF funded initiatives to provide technology infrastructure.  Such programs would include Urban Systemic Initiatives (USI) and the Learning and Intelligent Systems (LIS) initiatives.

This team will develop strategic partnerships with national leaders on curriculum development, education research, national standards, education policy, and systemic reform.  The work should reflect the goals and objectives established by national efforts such as PCAST.

This team is advised to work with the government team and national leaders to assist in educational policy setting at the local, state and national level.

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

The team should develop repositories of exemplars for best practice of technology use in education.  This repository should include work from the AT and ET teams that have been tried and proven in K-12 education.

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

In the K-12 programs, the team will raise teachers' and teacher educators' awareness and sensitivity to the under-representation of minorities and women in the computational sciences, so that they can teach and counsel with greater effectiveness.  The team will facilitate collaborations between pre-service teachers and K-12 programs and teachers working with women and minorities.

This team will work with the UD/DA team to help ensure that the technologies are accessible to all people.

Education – Undergraduate

The primary audience for the Undergraduate Team is undergraduate faculty with a focus on addressing university curriculum, and undergraduate students working with PACI teams.  This should include faculty and students at community colleges and four-year institutions.  We recommend that pre-service and natural science teachers be the focus of the K-12 team and not the undergraduate team.

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

To attain the goal of broad national impact, the Undergraduate Team should identify University undergraduate programs and associations (such as computational science and engineering programs, Educause, NAFIA, and NSF funded DUE programs) with which to collaborate through the integration of PACI technologies.  The team should work with the New Communities Team to reach community colleges and new faculty, especially in fields under-represented in HPC.  The team should also work with the women/minorities team to ensure participation by and outreach to under-represented people and minority serving institutions.  

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

The Team should create repositories of exemplars of best practices, including those that use materials from AT and ET teams, which have been tried and proven in undergraduate education.  This effort should be in conjunction with the other EOT teams that are working on repositories including K-12, women/minorities, learning technologies, etc.

The Team should host workshops on technology in undergraduate education, and include interdisciplinary efforts such as are found in AT/ET thrusts/teams.

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

Continue this past year’s REU program to place students in a variety of PACI projects.  Continue to involve under-represented students in the program.  The program should couple students supported by this program as well as other funding sources to share experiences and learning opportunities through involvement in the PACI program.  Identify with the help of the graduate and women/minority teams opportunities for mentoring of the undergraduate students.

Education – Graduate/Training

The audience should include faculty, graduate students, government agency staff, and private sector representatives.  This effort overlaps tremendously with PACS efforts and the team should work to compliment and integrate activities where appropriate.

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

To create a broad national impact on training and use of computational tools this team will work to:

•	Raise the awareness of target audiences about problem solving with computational tools
•	Create repositories of exemplars of best practices – coupled with AT/ET teams and other teams creating repositories

An important extension of this effort is workforce training.  The repository of exemplars developed for graduate training provides the resource for this team to scale from graduate training up to the national workforce. This team will learn how graduate training worked and apply lessons to workforce training. Through these activities we expect to see the direct transfer of AT/ET technology to all audiences, including private sector and Government.

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

The overall goal in the underlying activities is to transfer AT/ET technologies direct form AT/ET teams to research faculty and graduate students– coupled with AT/ET teams

PACS and LESs are excellent sites and resources for demonstrating technologies and infrastructure. The Graduate/Training team will work to incorporate EOT-PACI training opportunities with those offered by PACS/LESs.

The use of PACI technologies, particularly collaborative environments, in training, places the Graduate/Training team in the position to create a virtual community using PACI infrastructure and workbenches for development of graduates and workforce.

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

To increase participation of under-represented groups this team will leverage efforts with those of other EOT-PACI teams, in particular Access and Inclusion teams and Undergraduate REU's.  

To create a virtual community using PACI infrastructure and workbenches for development of graduates and workforce the Graduate/Training team will work with the REU program to establish graduate students as mentors to REUs–community building with the Undergraduate and Access and Inclusion teams.

The team will also consult and work with Access and Inclusion teams to insure that they are taking advantage of every opportunity to increase representation of traditionally under-represented groups in the developing Graduate/Training community.

Education – Informal Science

The audience should include groups and organizations such as museums, planetariums, boys and girls clubs, after school activities, scouts.

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

This effort should help to demonstrate science as a process.

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

A survey of activities among all PACI partners is needed.

Identify opportunities for PACI resources in informal science locations – and seek funding to support activities and leverage existing PACI technologies and science.

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

The team should secure input from projects like GirlTech on successful approaches and couple with the women/minority team efforts.

Access (UD/DA)

This team should focus initially on PACI teams and their projects to help ensure PACI technologies are accessible.  Discussions should be pursued with all teams.  

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

This team can help PACI to be a national leader in making an impact on the development efforts.  Dissemination and awareness efforts will continue to be needed to spread the news about how the improved technologies benefit the national community at large.

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

This team can help to ensure that emerging AT and ET technologies are accessible.  The team should identify a set of technologies which are not accessible, but that can be made accessible and work with the AT/ET teams to ensure they become accessible.

A place to begin this focus should be with the Learning Technologies Team’s integration efforts.

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

This team should work with the Women/Minorities Team to ensure that people with disabilities are represented in all PACI programs and projects.

Inclusion (women/minorities)

This team should focus on pipeline issues within PACI and among other national initiatives.

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

The team will partner with minority serving institutions working with faculty and undergraduate students to engage them in AT/ET activities.  The team will assist them in gaining resources through grants and other opportunities, to help build infrastructure among MSIs, and to support mentoring of minority students at majority institutions.  The team will work with all PACI teams to provide distributed learning opportunities among MSIs and with other institutions.  The team will work with MSIs to ensure that education programs are filling the pipeline.  Possible sites include tribal colleges, DoD sites, Houston, Clark Atlanta, Xavier, Morgan State, New Mexico, and AIHEC, to name a few.

The team will work to ensure that database and repository efforts of the various women/minority partners are merged, complementary, and made known to the national community.

The team will “go national” with projects that are ready to scale up including REU, SAS (Spend a Summer with a Scientist), GirlTech, SROP (Summer Research Opportunities – CIC program).  The team will explore opportunities for a big NSF proposal.

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

The team will assess the current participation within PACI vs. nationwide participation – this is being coordinated by Ann Redelfs and Jim Bottum.  The effort is to quickly scale across PACI by identifying interventions and mechanisms for scaling.  This team will work with the ECs to continually push the need among all PACI teams.

Richard/Cynthia to plan joint Women/Minority partners meeting to discuss and identify common goals and objectives – identify cross-cutting issues to work together

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

This team will facilitate mentoring of students among all PACI teams.  This will include mentoring of undergraduate women, minority students at majority institutions, and faculty assisting graduates who in turn assist undergraduates who in turn assist K-12 teachers.

This team will develop and implement mechanisms to aid in the process of increasing diversity of all PACI teams.  While there are direct costs, there are also direct benefits that include enhancing creativity, broadening science, and strengthening positions for participants.

This team will pursue community building by identifying liaisons among EOT, AT and ET teams to work together.  The team will identify potential team members to add to PACI teams by recommending scientists to interact with teams, helping to make introductions, all with a goal to getting them “hired on” to teams.

This team will develop mentoring between programs (REU, graduate mentors, pipeline programs, and distributed courses).

Learning Technologies

The focus of the team is the PACI teams – working directly to assist the PACI teams to make effective use of collaborative and distributed (distance) learning technologies. 

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

The team should create repositories of exemplars of best practice using these technologies in conjunction with the other teams that are also creating repositories of best practices.

Partner with national leaders such as IMS/Educause to share strategies and experiences, and to address emerging national standards.

Initiate and evaluate testbeds in locations such as ACCESS Center, LESs, minority serving institutions, K-12 schools, and undergraduate settings.  Evaluations should address aspects such as a) are people able to participate, b) do people learn better with these technologies, and c) are pedagogical approaches supported and enhanced.

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

Promote use and integration (not development) of collaboration and distance learning tools being developed by ET teams and from the commercial sector for use within collaborative training and learning programs offered by PACI teams.

The UD/DA Team should work closely with this team to ensure that the technologies are accessible.

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

Focus on developing human resources.

Government and New Communities

Government

The goal is to work with local, state and federal government agencies.

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

The Team should establish working relationships with local, state and federal agencies to make effective use of PACI technologies, resources, and methodologies.  Broad impact can be achieved by working with consortia of agencies, such as the Federal Consortium, or state agency consortia.  The Team should work to leverage digital government funding opportunities to augment efforts initiated by the Team.

The Team should create repositories of exemplars of best practice, including the use of materials from AT and ET thrusts/teams which have been tried and proven in government applications.

The Team needs to identify mechanisms to coordinate activities and leverage opportunities among partners working in this area which address the overall EOT-PACI goals.

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

It is important to mine AT/ET/EOT/PACS thrusts/teams for opportunities to address the needs of government.  In turn, these needs should be shared with the AT/ET development teams.  Partnering with other EOT teams and PACS partners can help to expand the potential impact.

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

The Team should work with the women/minority team to ensure diversity in the programs and activities, and to share these opportunities with the target audiences.

New Communities

New Communities works with fields under-represented in HPC to identify and implement HPC technologies where appropriate. 

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

The New Communities team will work to create a national impact in society by focusing on academic fields under-represented in HPC. 

This team will initiate an effort with University programs to impact undergraduate programs. Incorporation of computation and HPC technology into undergraduate programs and curriculum would create an impact that is sustainable beyond PACI funding. This team will also pursue interdisciplinary opportunities in fields under-represented in HPC – social sciences, earthquake modeling and others. 

For New Communities programs at research and educational levels to scale and hit a broad national audience strategic partnerships will be required.  To this end the New Communities team will:

•	Identify systematic targets - establish working relationship with leading-edge campus programs, Educause, and others
•	Couple to NSF funded programs, e.g. NSF DUE programs
•	Couple with PACS and LESs efforts for broader training, outreach, support, etc.

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

To demonstrate the use of PACI technologies, resources and methodologies in new communities requires that this team:

•	Mine PACI (AT/ET/PACS) for opportunities
•	Create repositories of materials from every AT and ET team which have been tried and proven in traditionally non-HPC undergraduate education as exemplars of best practices of PACI technologies and resources – coupled to other repository efforts
•	Couple with PACS and LESs efforts – training, outreach, support, etc.
•	Couple closely with education teams – many opportunities

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

Continue REU program that couples students across different PACI projects and different funding sources with mentoring by faculty and graduate students – couple with women/minority team

Evaluation

The primary activity will be formative and summative evaluations of the EOT-PACI Leadership Team and the EOT-PACI teams.  The team should maintain an impartial view of EOT efforts.

Create broad national impact in education, government, science, business and society through systemic, sustainable, scalable programs.

The team will work to disseminate the results of the evaluations.  The team will contribute to the national action research effort to understand what does and does not work in various situations.  This will include a yearly reporting of the above issues to both PACI and the national audience.  This will be accomplished through participation in national conferences such as AERA, NECC, SC’xx, etc.

Demonstrate the use of PACI technologies, resources and methodologies across multiple, diverse audiences by leveraging EOT and AT/ET/PACS thrust/team efforts.

The team will pursue an evaluation of the Leadership Team processes and the impact of the EOT-PACI goals.  The Leadership Team needs to write scope of work and outcomes to initiate this effort.

The team will conduct an evaluation of team efforts, including an evaluation of the proposed K-12 workshop for the pre-service community.

The team will pilot case studies of programs that are scaled up (SAS, GirlTech, etc).

The team will evaluate how to integrate EOT with AT/ET efforts – providing guidance, using interviews to inform PACI members.

Recognizing that the team can not evaluate all projects, the team will provide evaluation self-assessment assistance to enable all teams and projects to collect the necessary data to conduct their own evaluations.

Increase the participation of under-represented groups including persons with disabilities in PACI efforts and beyond.

The team will evaluate the effectiveness of all teams to increase participation as a part of their evaluations of each team.

Proposed Metrics for FY’99

[Note – metrics that are submitted should include numbers and anecdotal stories.  Each submission should build on previous report and not be repetitious unless otherwise requested.]

The following are suggestions and open to comments from the teams to better capture what the teams are now doing.  They may help provide a basis for consideration for the FY’00 metrics.

Metrics for all teams:

•	Number of audience members involved in each of workshops, seminars, conferences, tours – identify audience category and number of workshop days
•	Identify new curriculum materials, training materials, or other resources of note available to national audience
•	Identify external partners – institutions, key people, and the nature of collaboration
•	Grants and other activities leveraged with PACI funding
•	Identify publications, reports, web pages and other forms of dissemination
•	Identify activities with other PACI teams – naming people and teams and type and frequency of interaction

K-12

•	Identify specific PACI technologies introduced to target audiences and those that are in regular use by those audiences

Undergraduate

•	Identify number of new users of PACI supercomputers
•	Identify number of REU students, their PACI team, and significant activities – and number of mentors
•	Identify specific PACI technologies introduced to target audiences and those that are in regular use by those audiences

Graduate/training

•	Identify specific PACI technologies introduced to target audiences and those that are in regular use by those audiences

Informal Science

•	Results of survey information

Access (UD/DA)

•	Identify specific PACI technologies that have been modified for accessibility

Inclusion (women/minorities)

•	Identify changes in representation within PACI and beyond
•	Identify MSI efforts – institutions and key people and new activities
•	Identify new mentoring relationships
•	Itemize scale-up of activities
•	Identify specific PACI technologies introduced to target audiences and those that are in regular use by those audiences

Learning Technologies

•	Identify specific PACI technologies introduced to target audiences and those that are in regular use by those audiences

Government

•	Identify specific PACI technologies introduced to target audiences and those that are in regular use by those audiences

New Communities

•	Identify specific PACI technologies introduced to target audiences and those that are in regular use by those audiences

Evaluation

•	Number of partners and people involved in evaluation efforts through interviews, surveys, etc.
•	Identify PACI technologies used in evaluation process