NATIONAL SCIENCE FOUNDATION - INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM EVALUATOR MEETING. June 14-15, 2007

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NATIONAL SCIENCE FOUNDATION - INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM EVALUATOR MEETING June 14-15, 2007 KEY BRIDGE MARRIOTT, ARLINGTON, VIRGINIA

WELCOME & INTRODUCTION 8:00-8:45 am Thursday, June 14, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

EVALUATOR'S CALENDAR January March April June Sept. Oct. - Nov. I/UCRC Director / Evaluator meeting, Arlington Annual Evaluator's Report to NSF Spring Industrial Advisory Board Meeting: LIFE Forms; Report Questionnaire Results to Center Annual I/UCRC Evaluator Meeting, Arlington Fall planning meeting with Center Director(s), University site visits, exit interviews Fall Industrial Advisory Board meeting: Industry / Faculty Questionnaires; LIFE Forms

MEETING'S OBJECTIVES 1. EVALUATOR UPDATE: Enable NSF to brief I/UCRC Evaluators on policies & updates concerning the I/UCRC program & Evaluator role; 2. RESEARCH FORUM: Offer a forum to present, review & discuss findings of research from the I/UCRC Evaluation Program and NSF-supported evaluation projects; 3. INFORMATION EXCHANGE: Provide a vehicle for I/UCRC Evaluators to exchange information & ideas about best practices for the role of Evaluator; and 4. INNOVATIONS IN EVALUATION: Offer a platform to present & discuss new findings, theory, and applications related to evaluation of R&D, industry-university cooperative research, innovation management, and related topics.

MEETING AGENDA Thursday, June 14th - Potomoc Salon D 7:00-8:00 am... Registration, Continental Breakfast 8:00 am - 12:00 noon... MORNING SESSION 12:00-1:20 pm... Lunch (on your own) 1:20-5:15 pm... AFTERNOON SESSION 5:45-7:00 pm... Evening Reception (Ticket Bar) Monroe Room -3rd Floor Friday, June 15th - Potomoc Salon D 7:30-8:30 am... Continental Breakfast 8:00 am - 12:00 noon... MORNING SESSION 12:00 noon... Adjourn

THURSDAY MORNING SESSION 8:00-8:45 am Welcome & Introduction - Eric Sundstrom NSF Update - Alex Schwarzkopf 8:45-10:00 Membership Report & Process-Outcome Report - Denis Gray 10:00-10:20 BREAK 10:20-11:40 Keynote: Best Practices in Measuring & Evaluating the Benefits of Industry-University Cooperative Research - David Roessner, SRI International 11:40 am - noon Questions & Discussion: Evaluators' Roles in Industry - University Cooperation 12:00 noon LUNCH on your own

NSF I/UCRC PROGRAM UPDATE Alex Schwarzkopf 8:10-8:45 am - Thursday, June 14, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

MEMBERSHIP REPORT & PROCESS/OUTCOME REPORT Denis Gray 8:45-10:00 am - Thursday, June 14, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

THURSDAY MORNING SESSION 8:00-8:45 am Welcome & Introduction - Eric Sundstrom NSF Update - Alex Schwarzkopf 8:45-10:00 Membership Report & Process-Outcome Report - Denis Gray 10:00-10:20 BREAK 10:20-11:40 Keynote: Best Practices in Measuring & Evaluating the Benefits of Industry-University Cooperative Research - David Roessner, SRI International 11:40 am - noon Questions & Discussion: Evaluators' Roles in Industry - University Cooperation 12:00 noon LUNCH on your own

Keynote: BEST PRACTICES IN MEASURING & EVALUATING THE BENEFITS OF INDUSTRY- UNIVERSITY COOPERATIVE RESEARCH David Roessner 10:20-11:40 am - Thursday, June 14, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

QUESTIONS & DISCUSSION: MEASURING THE BENEFITS OF INDUSTRY-UNIVERSITY COOPERATION 11:40am - Noon - Thursday, June 14, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

QUESTIONS FOR DISCUSSION What specific benefits of industry-university cooperative research should the I/UCRC Evaluation Program give highest priority for measurement? What benefits, if any, should we not try to measure? What mistakes in measuring the benefits of ERCs should the I/UCRC Program avoid? How can the I/UCRC Program improve its approach to measuring benefits of cooperative research??

THURSDAY MORNING SESSION 8:00-8:45 am Welcome & Introduction - Eric Sundstrom NSF Update - Alex Schwarzkopf 8:45-10:00 Membership Report & Process-Outcome Report - Denis Gray 10:00-10:20 BREAK 10:20-11:40 Keynote: Best Practices in Measuring & Evaluating the Benefits of Industry-University Cooperative Research - David Roessner, SRI International 11:40 am - noon Questions & Discussion: Measuring the Benefits of Industry - University Cooperation 12:00 noon LUNCH on your own

THURSDAY AFTERNOON SESSION 1:20-1:45 pm Technology Breakthrough Project -Craig Scott 1:45-2:40 Evaluator Protocol for I/UCRCS - Part 1 - Denis Gray 2:40-3:00 BREAK 3:00-4:00 Evaluator Protocol for I/UCRCs - Part 2 - Denis Gray 4:00-4:15 4:15-5:15 5:45-7:00 pm BREAK LIFE Form Online: Options, Processes & Practices - Ron Beck EVENING RECEPTION: Monroe Room, 3rd Floor

TECHNOLOGY BREAKTHROUGH PROJECT Craig Scott 1:20-1:45 pm - Thursday, June 14, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

EVALUATOR PROTOCOL FOR I/UCRCs - Part 1 Denis Gray 1:45-2:40 pm - Thursday, June 14, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

THURSDAY AFTERNOON SESSION 1:20-1:45 pm Technology Breakthrough Project -Craig Scott 1:45-2:40 Evaluator Protocol for I/UCRCS - Part 1 - Denis Gray 2:40-3:00 BREAK 3:00-4:00 Evaluator Protocol for I/UCRCs - Part 2 - Denis Gray 4:00-4:15 4:15-5:15 5:45-7:00 pm BREAK LIFE Form Online: Options, Processes & Practices - Ron Beck EVENING RECEPTION: Monroe Room, 3rd Floor

EVALUATOR PROTOCOL FOR I/UCRCs - Part 2 Denis Gray 3:00-4:00 pm - Thursday, June 14, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

THURSDAY AFTERNOON SESSION 1:20-1:45 pm Technology Breakthrough Project -Craig Scott 1:45-2:40 Evaluator Protocol for I/UCRCS - Part 1 - Denis Gray 2:40-3:00 BREAK 3:00-4:00 Evaluator Protocol for I/UCRCs - Part 2 - Denis Gray 4:00-4:15 4:15-5:15 5:45-7:00 pm BREAK LIFE Form Online: Options, Processes & Practices - Ron Beck EVENING RECEPTION: Monroe Room, 3rd Floor

L.I.F.E. FORM ONLINE: OPTIONS, PROCESSES & PRACTICES Ron Beck 4:15-5:15 pm - Thursday, June 14, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

THURSDAY AFTERNOON SESSION 1:20-1:45 pm Technology Breakthrough Project -Craig Scott 1:45-2:40 Evaluator Protocol for I/UCRCS - Part 1 - Denis Gray 2:40-3:00 BREAK 3:00-4:00 Evaluator Protocol for I/UCRCs - Part 2 - Denis Gray 4:00-4:15 4:15-5:15 5:45-7:00 pm BREAK LIFE Form Online: Options, Processes & Practices - Ron Beck EVENING RECEPTION: Monroe Room, 3rd Floor

NATIONAL SCIENCE FOUNDATION - INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM EVALUATOR MEETING June 14-15, 2007 KEY BRIDGE MARRIOTT, ARLINGTON, VIRGINIA

MEETING AGENDA Thursday, June 14th - Potomoc Salon D 7:00-8:00 am... Registration, Continental Breakfast 8:00 am - 12:00 noon... MORNING SESSION 12:00-1:20 pm... Lunch (on your own) 1:20-5:15 pm... AFTERNOON SESSION 5:45-7:00 pm... Evening Reception (Ticket Bar) Monroe Room - 3rd Floor Friday, June 15th - Potomoc Salon D 7:30-8:30 am... Continental Breakfast 8:00 am - 12:00 noon... MORNING SESSION 12:00 noon... Adjourn

FRIDAY MORNING SESSION 8:00-10:00 am Evaluator Research Reports - David Tansik Student Evaluations Study - Findings & Implications for Evaluation - Jennifer Schneider & Denis Gray Recruitment Study - Findings & Implications for Successful Recruitment - Drew Rivers Graduated I/UCRCs - Factors in Success After NSF Funding - Lindsey McGowan 10:00-10:30 BREAK - Check out of hotel 10:30-10:50 Evaluator Research Agenda & Proposals for Future Projects - David Tansik 10:50-11:30 Evaluator Pay: Current Status & Issues Going Forward - Otto Doering & Steve McGregor 11:30 - noon Next Steps - Eric Sundstrom Closing Comments - Alex Schwarzkopf 12:00 noon ADJOURN - Leave Evaluations, please!

EVALUATOR RESEARCH REPORTS FROM N.C.S.U. David Tansik 8:00-10:00 am - Friday, June 15, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

FRIDAY MORNING SESSION 8:00-10:00 am Evaluator Research Reports - David Tansik Student Evaluations Study - Findings & Implications for Evaluation - Jennifer Schneider & Denis Gray Recruitment Study - Findings & Implications for Successful Recruitment - Drew Rivers Graduated I/UCRCs - Factors in Success After NSF Funding - Lindsey McGowan 10:00-10:30 BREAK - Check out of hotel 10:30-10:50 Evaluator Research Agenda & Proposals for Future Projects - David Tansik 10:50-11:30 Evaluator Pay: Current Status & Issues Going Forward - Otto Doering & Steve McGregor 11:30 - noon Next Steps - Eric Sundstrom Closing Comments - Alex Schwarzkopf 12:00 noon ADJOURN - Leave Evaluations, please!

EVALUATOR RESEARCH AGENDA & PROPOSALS FOR FUTURE RESEARCH David Tansik 10:30-10:50 am - Friday, June 15, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

EVALUATOR PAY: CURRENT STATUS & ISSUES GOING FORWARD Otto Doering & Steve McGregor 10:50-11:30 am - Friday, June 15, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

NEXT STEPS, CLOSING COMMENTS Eric Sundstrom, Alex Schwarzkopf 11:30 am - 12:00 noon - Friday, June 15, 2007 2007 EVALUATOR MEETING Arlington, Virginia INDUSTRY / UNIVERSITY COOPERATIVE RESEARCH CENTERS PROGRAM NATIONAL SCIENCE FOUNDATION

NEXT STEPS I/UCRC Program Meeting - January, 2008 - Topics for the Evaluator Agenda? Evaluator Meeting - June 2008: - Same format? - Invited Speaker? - NSF I/UCRC Program Update - Membership & Process/Outcome Report - Research Reports - Evaluator Protocol: Evaluation of Changes - LIFE Form Online: Experience & Update -??

FRIDAY MORNING SESSION 8:00-10:00 am Evaluator Research Reports - David Tansik Student Evaluations Study - Findings & Implications for Evaluation - Jennifer Schneider & Denis Gray Recruitment Study - Findings & Implications for Successful Recruitment - Drew Rivers Graduated I/UCRCs - Factors in Success After NSF Funding - Lindsey McGowan 10:00-10:30 BREAK - Check out of hotel 10:30-10:50 Evaluator Research Agenda & Proposals for Future Projects - David Tansik 10:50-11:30 Evaluator Pay: Current Status & Issues Going Forward - Otto Doering & Steve McGregor 11:30 - noon Next Steps - Eric Sundstrom Closing Comments - Alex Schwarzkopf 12:00 noon ADJOURN - Leave Evaluations, please!