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APLU I U Innov ovati tion on & & E Econom omic - - PowerPoint PPT Presentation

APLU I U Innov ovati tion on & & E Econom omic Prosperity ty Un University Desig ignees: Creatin ing an and u usin sing economi mic e engageme ment met etrics Shalin Jyotishi @ShalinJyotishi APLU.org/IEP IEP


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SLIDE 1

APLU I U Innov

  • vati

tion

  • n &

& E Econom

  • mic

Prosperity ty Un University Desig ignees: Creatin ing an and u usin sing economi mic e engageme ment met etrics Shalin Jyotishi @ShalinJyotishi APLU.org/IEP

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SLIDE 2

IEP Designees work with on- campus and off-campus stakeholders to identify strengths and improvement areas in economic engagement:

  • Talent and Workforce

Development

  • Innovation and Tech-based

Economic Development

  • Place development via public

service, outreach, and community engagement

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SLIDE 3

The IEP Universities designation was established in 2013 to 1) provide visibility to campuses that are demonstratable committed to economic engagement and to 2) help campuses “know, measure, and tell” the impact

  • f their economic engagement

enterprise.

65 universities of all sorts have earned the IEP university designation. 20 institutions are in the ‘startup cohort’ pipeline.

As of 2018, ALL higher ed institutions access to the IEP program – not just APLU members – 2 non-members pursuing designation

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SLIDE 4

Abo About t the I he IEP Univer ersities es Proces cess

  • Institutional-level designation! Presidents initiate!
  • To earn the designation, campuses undergo a

rigorous self-study process

  • Institutions work with internal stakeholders – tech

transfer, engagement/outreach, extension, continuing education, economic development, distance education, student affairs, corporate relations, government affairs, communications, research parks, trustees, MEPs, SBDCs etc.

  • Institutions engage external stakeholders –

businesses/industry, venture capitalists, chambers, local govt, state govt, school boards, legislature, alumni, trade associations, community members etc.

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SLIDE 5

APLU’s Economic Engagement Framework

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SLIDE 6

APLU Innovation & Economic Prosperity University Designees:

Creating and using economic engagement metrics

Cindy Reifsnider Monday, July 29, 2019

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SLIDE 7

WHO WE ARE

11,049 graduate and professional students

First and only public university in the U.S. to award degrees in the 18th century Over $1 billion in annual research expenditures 77 bachelor’s and 111 master’s degree programs 18,862 undergraduate students 11,049 graduate and professional students Ranked #1 on Kiplinger’s list of best values in public colleges

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SLIDE 8

IP Management POC Grant Programs Startup Guidance Incubator/Accelerator Outreach / IP Pipeline Innovation Culture Program Navigation Strategic Partnerships Impact Measurement Communications

OFFICE OF INNOVATE CAROLINA OFFICE OF TECHNOLOGY COMMERCIALIZATION

ABOUT OUR TEAM

Office of the Vice Chancellor for Innovation, Entrepreneurship and Economic Development

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SLIDE 9

Judith Cone VC for IEED

Office of the Vice Chancellor for Innovation, Entrepreneurship and Economic Development

Organization Chart: 06/19/2019

Kennetha Smith Executive Assistant Carla Blazek Business Officer Jackie Quay, Dir. Innovation & Licensing Support Director EHRA-NF 01000136 Honey Braswell, Admin Asst. Admin Support Spec Robert Blouin Provost Kevin Guskiweicz Chancellor, UNC-CH VACANT, Admin Asst. Admin Support Spec Sheryl Waddell, Sr.

  • Prog. Mgr.
  • Admin. Coord.

Cindy Reifsnider, Research Dir. Research Assoc. Patrick Kastian, Market Res. Analyst S/C Research Specialist- Kimberly Yingling, Admin Support Assoc. Michelle Bolas Director, IC Administrative Director Brock Pierce, Marketing Comms Mgr. University Program Mgr Lia Walberg, Database Analyst S/C Specialist Sarah Daniels,

  • Pub. Comm. Spec.

Kelly Parsons, Assoc. Director

  • Tech. Commerc.

Tech Transfer Prof. Peter Liao, Commercialization Mgr Tech Transfer Prof. Champ Gupton,

  • Commerc. Mgr

Tech Transfer Prof. Chance Rainwater, Sr.

  • Commerc. Mgr.

Tech Transfer Prof Charlie Shaw, Commerc. Mgr Tech Transfer Prof. Kyle Bartholomew,

  • Commerc. Mgr.

Tech Transfer Prof Judith Whitford, Lic. Finance Mgr.

  • Bus. Services Coord.

Carmen Melvin, Tech Transfer Prof Licensing Manager Jennifer Dean, Patent Manager

  • Univ. Prog. Spec

Kun Zhang, Patent Assistant Admin Support Assoc- Doris Perry, Agreements & Docs Mgr Paralegal VACANT, Lic. Compliance Coord. Business Services Coord Kaye Carver, Patent Assistant Admin Support Assoc Bryant Moore, Director

  • Dir. Strategic Alliances

Michael Kline, Prog. Mgr. Outreach & Tech Develop. Kay Wagoner, Assoc. Director

  • Assoc. Dir. for

Entrepreneurship Melissa Carrier, Admin. Director

  • Dir. Social Innovation Initiative

Don Rose, Associate Director

  • Dir. KickStart Ventures

Randy Myer, Managing Dir. Carolina Angel Network (CAN) (Faculty) Chelsea Eshraghi, Director Carolina Angel Network (CAN) Administrative Director Miyera McKee, Assistant Director KickStart Venture Services Assistant Director Trude Amick, Director

  • f

Tech Commercialization Director

Contractors: Michelle Goryn, Erin Hopper, Liz Chen, Jennifer Lai, Shellie Edge

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SLIDE 10

Where we are: Innovator’s Journey

Strategic Foundation

  • Shuford Program in E-Ship
  • KFBS E-Ship Center
  • Carolina Challenge
  • Pathways to Impact

* APS * BME * Comp. Sci. * Data Literacy/Science * Faculty Workshop

Learn

  • Creativity Hubs
  • Funding: Idea Development
  • Proof of Concept

* BeAM * APS * BME * Comp. Sci. * ICS * CUBE * Spaces: Incubators, Accelerators, Dry/Wet Lab

Create

  • Office of Technology

Commercialization * 1789

  • NC TraCS
  • Kenan Institute
  • Center for Public Service
  • Law E-Ship Clinic
  • Harvey Award
  • Market analysis + patent landscape

* Dreamers Who Do

Develop

  • Licensing and sponsored research

* Launch Chapel Hill * KickStart Venture Services * Carolina Angel Network * Carolina Research Ventures Fund * Pinnacle Hill * Spaces: Incubators, Accelerators, Dry/Wet Lab

Accelerate

  • UNC System Plan
  • Blueprint for Next
  • Innovation Roadmap
  • Unit Plans
  • Master Innovation Space Plan
  • Cross-Discipline Approach
  • Practitioners/EIRs
  • Coaches/Mentors
  • Communications
  • Data + Metrics
  • Social Innovation
  • Development C

Campaign

  • Managing University IP
  • Patenting University Inventions

INNOVATOR’S JOURNEY ACROSS THE INNOVATE CAROLINA CAMPUS NETWORK

* Part of Innovation Roadmap Strategy

  • Licensi

sing U Universi sity Technolo logy

  • APL

PLU/IEP

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SLIDE 11

IEP Framework Activates UNC’s Strategic Plan

Department Name 11

Innovation Made Fundamental Of the Public, For the Public

THE B BLUEP EPRINT FOR OR N NEXT EXT

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SLIDE 12

APLU Innovation & Economic Prosperity (IEP) Designation

The national conversation

(See APLU’s Economic Engagement Framework)

8/5/2019

Innovation, Entrepreneurship and Economic Development 12

Cradle-to-Grave Human Capital and Talent Development

TALENT

Research, Creative Works, Problem- Solving, and Entrepreneurship

INNOVATION

Community-Connected Institutions and Stewardship for Vibrant Communities

PLACE

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SLIDE 13

APLU Innovation & Economic Prosperity (IEP) Designation

8/5/2019

Innovation, Entrepreneurship and Economic Development 13

Align priorities with physical space master plan Embed economic engagement efforts into the institution Measure and communicate I&E impact Elevate place as a priority for I&E efforts

How is IEP helping to advance strategic priorities at Carolina?

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SLIDE 14

Economic Engagement

“… The ways in which universities and their public-private partners contribute to economic growth, opportunity, and competitiveness through regional tale lent and workforce development; innovat atio ion, entrepreneurship, and tech-based economic development; and pl plac ace development via public service, outreach, and community engagement.”

Innovate Carolina 14

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SLIDE 15

Econo nomic E Enga ngagem gement nt Fra ramework

  • 1. Institutions should KNOW

OW what they’re doing well and what they need to improve with regard to economic engagement;

  • 2. Institutions should be able to MEASUR

URE the extent to which they are engaged;

  • 3. Institutions should be able to TELL

LL the story of their contributions to economic development, and

  • 4. Institutions must ENGA

NGAGE with external stakeholders throughout the processes of knowing, measuring, and telling in

  • rder for their contributions to have meaningful impact.

Innovate Carolina 15

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SLIDE 16

Engagement Has Many Forms and Methods

  • Community Service
  • Service Learning
  • Engaged Research (including community-based participatory,

government-university-industry partnerships)

  • Training and Technical Assistance
  • Capacity Building
  • Economic Development (including startups, tech transfer)
  • Policy Advising, Development and Implementation Support

16

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SLIDE 17

Measuring and Communicating UNC’s Impact and Engagement

Innovate Carolina creates and continues to refine:

  • Two databases (startups and network)
  • Impact Dashboard
  • County Storyboards

This interconnected and complementary mechanism of collecting data and telling the associated impact story was conceived and created in response to the IEP self-study and assigns special emphasis on place- making efforts, as per the IEP framework.

Innovate Carolina

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SLIDE 18

INNOVATE CAROLINA STARTUPS DATABASE

  • Most comprehensive database of its kind across higher education
  • Includes IP-based, program-supported, independently initiated and social startups
  • Data: funding, revenues, jobs & volunteers, founding school, program participation, press,

people impacted, products & services

  • Currently tracks 640 companies, 1958 to present (changes daily)
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SLIDE 19

Innovate Carolina Startups Database: Getting Started

Vision (2013) Judith Cone, VC IEED Selection of platform Implementation (2014) Cindy Reifsnider, program manager Database structure Partners Data (2014) Scope Sources Data Quality Metrics

Innovate Carolina 19

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SLIDE 20

“The University’s value, measured in jobs, spending and other economic indicators shows an active and effective University system positively impacting people and communities all across North Carolina.”

“Demonstrating the Collective Economic Value of the University of North Carolina System,” February 2015

  • Economic impact of

commercialization and development

  • Outcomes of teaching and learning,

culture of entrepreneurship

  • Number of Startups
  • Capital raised
  • Jobs created
  • Revenues

Taxpayers, Legislators, and Prospective Students want to know…

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SLIDE 21

Platform: Why Salesforce.com?

From spreadsheets and bits of information to a cus customized ed C CRM RM databa base…

  • Cloud-based, for multi-user access, but still secure
  • Recognizable user interface for users with varying comfort levels with

technology

  • Flexible configuration of included objects and fields, with easy

customization

  • Sizable capacity
  • Reasonable costs for licenses
  • Built-in reports functionality
  • Multiple levels of security and access
  • Salesforce for Outlook

Innovate Carolina 21

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SLIDE 22

Implementation and Data

  • 1. Information Audit: Inventory of programs, needs, data
  • 2. Defining what is included and what is not
  • 3. Database planning (esp. customizations)
  • 4. Selecting initial group of partners
  • 5. Data gathering (and cleaning!)
  • 6. Research (i.e., fill in the gaps)
  • Company research (press, funding, and milestones)
  • Founder discovery
  • 7. Data documentation

Innovate Carolina 22

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SLIDE 23

US SEC Filings State Gov’t Websites

Private Foundations

Company Websites Business Journals Dun & Bradstreet Funding Agencies Standard & Poor’s PrivCo CB Insights Hoover’s PitchBook Factiva Lexis Nexus InfoUSA SBIR.gov Federal Procurement Data NSF.gov IRS.gov USASpending .gov NIH Thomson ONE ORBIS/ Zephyr News Aggregation Sites

Innovate Carolina Startups Database

A single version of the facts DATA SOURCES

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SLIDE 24

Sustainability

Innovate Carolina 24

Univers rsity Le Leaders rs I&E Pr Program Spo Sponsors Commu munic icat atio ions Syst stem A m Admin inist istrat ators I& I&E P Prog

  • gram Ma

Managers rs Suppo port S Staf aff Student I Intern rns

Sustain stainab abil ility ity

Cha hampion

  • ns

Doe Doers rs

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SLIDE 25

INNOVATE CAROLINA NETWORK DATABASE

  • Provides back-office support to UNC I&E programs (not just startup support programs)
  • Program applications linked to database, drop information directly into processing queue
  • Categorizes impact and stories by the corresponding indicators and trends they demonstrate,

per IEP: Talent Preparedness, Industry Relations, Diversity, Multidisciplinary and/or Interdisciplinary, Innovation Skillsets

  • Powers greater PLACE classification of impact and stories
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SLIDE 26

Network Database for Day-to-Day Operations Across Engagement

Innovate Carolina 26

IEP P Fram amework: Tale alent, Innovat ation, Pl Plac ace Efficien ency: Proces ess Automa mation from m Forms ms as Point-of

  • f-Entry to

Email l Communicatio ions Increas ased F Functio ional alit ity y and Usability Inform S Strategic Pl Plan anning through Tac actical View of Sys ystem Relatio ionship Buildin ing Mar Marketable le Pr Product: Valu alue A Add to Univ iversity y (i. i.e. good dat ata)

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SLIDE 27

Remember! Engagement Has Many Forms and Methods

  • Community Service
  • Service Learning
  • Engaged Research (including community-based participatory,

government-university-industry partnerships)

  • Training and Technical Assistance
  • Capacity Building
  • Economic Development (including startups, tech transfer)
  • Policy Advising, Development and Implementation Support

27

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SLIDE 28

Additional Partners and Data/Impact Types

  • Office of Institutional Research and Assessment
  • Carolina Center for Public Service
  • Office of the Vice Chancellor for Research
  • Gillings School of Global Public Health
  • UNC Health Care
  • School of Government
  • More

Innovate Carolina 28

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SLIDE 29

Perspectives: Brainstorming Engagement Metrics

  • Vice Chancellor of IEED – stakeholder perspective
  • Program Staff – IEP perspective
  • Communications Staff – audience engagement
  • Database Administrators – data perspective

Innovate Carolina 29

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SLIDE 30

UNC I&E IMPACT DASHBOARD

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SLIDE 31

Impact Dashboard: Talent

8/5/2019

Innovation, Entrepreneurship and Economic Development 31

innovate.unc.edu/impact

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SLIDE 32

Impact Dashboard: Innovation

8/5/2019

Innovation, Entrepreneurship and Economic Development 32

innovate.unc.edu/impact

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SLIDE 33

Impact Dashboard: Place

8/5/2019

Innovation, Entrepreneurship and Economic Development 33

innovate.unc.edu/impact

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SLIDE 34
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SLIDE 35
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SLIDE 36
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SLIDE 37
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SLIDE 38

So… what have we accomplished?

KNOW

Active, cohesive ecosystem and network of more than 20 programs that include students, alumni, faculty and staff Increased operational efficiency for program staff

MEASURE

Monitoring of 500 active startups and ideation teams Demographics of participants and points of engagement Increasing types of engagement, partnership data and metrics

TELL

Adding visualization tool Tableau for interactive dashboard and complex analytics Increasing communications with industry partners and alumni

ENGAGE

Enabling grant proposal applications to launch new areas of development Increasing participation of internal participants and external partners

Innovate Carolina 38

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SLIDE 39

Value of IEP designation

Innovate Carolina

Recognizes UNC as a premier institution in the field of innovation and economic engagement. Enables UNC to engage with, learn from, and build relationships with the broader IEP community of campuses also committed to advancing comprehensive engagement efforts. Revisits UNC’s founding mission as a university for the people by conducting a self-study of UNC’s expansive innovation ecosystem, its partnerships, and its relationships with communities. Enables UNC to adopt and refine ways to better know, measure, and tell the story of its innovations and their impact and engage in meaningful partnerships to support this work. Provides a comprehensive framework to align UNC’s strategic priorities with the physical space Master Plan through the lens of innovation and economic engagement. Encourages holistic codification of engagement across campus, cultivating new internal and external partnerships.

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SLIDE 40

innovate.unc.edu

Cindy Reifsnider cindy.reifsnider@unc.edu

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SLIDE 41

Appendix

Innovate Carolina

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SLIDE 42

WHERE WE’VE BEEN

BOT: Innovation Roadmap kicked off (Chancellor Thorp) Innovation Roadmap released APS + BME targeted BOT involved in Roadmap Innovation Circle Summit APS Task Force CUBE at Campus Y Computer Science Entrepreneurs Lounge Innovation Showcase (ongoing)

Strat ategic Foundati tion Education

  • nal

Pro rograms Cro ross-Discipli line Colli llision Venture Suppo pport Environmental al Design gn Facu culty y Tran anslat lation

  • n

Dev evel elopmen ent

2010 2011 2012 2013

Launch Chapel Hill + 1789 Venture Lab BOT: First meeting

  • f I&E committee

Blackstone Entrepreneurs Network First I&E Network meeting (ongoing) BOT: 2-year progress report & Innovation Circle Summit

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SLIDE 43

WHERE WE’VE BEEN (CONT.)

Startups database launched Data studies task force APS Dept. approved BOT: CRVF ($10M) + VC for IEED VC for IEED/ Innovate Carolina created $100M Eshelman Institute for Innovation gift Innovation spaces master plan completed BeAM makerspaces $18M Shuford Program gift Startup wet lab accelerator plans approved BLUE makerspace in Carmichael UNC/GSK HIV Cure Center + Qura Triangle Venture Alliance Carolina Angel Network $60M NC Venture Capital Multiplier Fund Campus Y managed by Innovate Carolina & Student Affairs APLU IEP designation Pinnacle Hill ($65M) ICS feasibility study completed

2017 2015 2016 2014 2018

BOT committee for IEED (1 of 4) BOG commercialization meeting BOT committee for IEED (1 of 4) BOT: Approval of wet lab accelerator

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SLIDE 44

ECONOMIC ENGAGEMENT AT UNC

  • Vice Chancellor for Research
  • Vice Chancellor for Innovation,

Entrepreneurship, & Economic Development

  • Provost’s Office
  • Development Office
  • Vice Chancellor for Communications
  • Vice Chancellor for Finance & Ops
  • Individual Schools
  • School-based Centers & Institutes

HPDP, NRI, IMS, Coastal Hazards Innovate Carolina, OTC Carolina Center for Public Service UNC Corporate Relations UNC Community Relations NC Policy Collaboratory Public Health, Govt, Law, Pharmacy Water Institute, IGHID

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SLIDE 45

IEP process and timeline Summer 2016 – UNC joins the cohort of IEP startup institutions Summer 2016-Fall 2017— Led by Innovate Carolina, UNC undergoes a comprehensive and rigorous self-assessment (self-study) of the activities, resources, and partnerships required for successful economic engagement. Spring 2017-Ongoing – In response to the IEP self-study, Innovate Carolina continues to expand existing Startups Database and creates and refines Network Database, the Impact Dashboard, and the County Storyboards.

Innovate Carolina

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SLIDE 46

IEP process and timeline

October 2017 – UNC submits application for comment only. (See IEP’s designation guidelines for more information regarding submitting for comment

  • vs. designation.)

May 2018 – UNC submits application for designation. June 2018 – UNC learns it has been awarded the IEP designation. November 2018 – UNC is formally recognized at the APLU’s Annual Meeting in New Orleans.

Innovate Carolina

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SLIDE 47

Aligning UNC’s strategic priorities with the IEP framework Through participation in IEP’s designation process, UNC has:

  • Moved forward its strategic priorities laid out in the Innovation

Roadmap and Blueprint for Next and aligned them with the physical space Master Plan.

  • Taken considerable steps to institutionalize its economic engagement

efforts.

  • Created a first-of-its-kind Database + Dashboard mechanism for

collecting data, measuring impact, and telling UNC’s story, effectively establishing itself as a national model in this space.

  • Elevated the priority of place-making as a means for successful

innovation and engagement efforts.

  • Prioritized the expansion of capacity to build and track industry

partnerships.

Innovate Carolina

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SLIDE 48

APLU Innovation & Economic Prosperity University Designees:

Creating and Using Economic Engagement Metrics

Cindy Reifsnider Monday, July 29, 2019

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SLIDE 49

My Backgr ground

  • und
  • MS Information Science, UNC-Chapel Hill
  • Started working with large data sets during college
  • Bus/Tech Research Analyst (20 years’ experience)
  • Co-PI on US Economic Development Administration grant (3 yrs.)
  • Experience with business demographics, economic development

impact, database development, project management and technology roadmap planning

– Hewlett-Packard – UNC Kenan Institute of Private Enterprise (business school) – UNC Innovate Carolina (VC IEED)

Innovate Carolina 2

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SLIDE 50

WHO WE ARE

11,049 graduate and professional students

First and only public university in the U.S. to award degrees in the 18th century Over $1 billion in annual research expenditures 77 bachelor’s and 111 master’s degree programs 18,862 undergraduate students 11,049 graduate and professional students Ranked #1 on Kiplinger’s list of best values in public colleges

slide-51
SLIDE 51

IP Management POC Grant Programs

Startup Guidance Incubator/Accelerator Outreach /

IP Pipeline Innovation Culture Program Navigation Strategic Partnerships Impact Measurement Communications

OFFICE OF INNOVATE CAROLINA OFFICE OF TECHNOLOGY COMMERCIALIZATION

ABOUT OUR TEAM

Office of the Vice Chancellor for Innovation, Entrepreneurship and Economic Development

slide-52
SLIDE 52

Judith Cone VC for IEED

Office of the Vice Chancellor for Innovation, Entrepreneurship and Economic Development

Organization Chart: 06/19/2019

Kennetha Smith Executive Assistant Carla Blazek Business Officer Jackie Quay, Dir. Innovation & Licensing Support Director EHRA-NF 01000136 Honey Braswell, Admin Asst. Admin Support Spec Robert Blouin Provost Kevin Guskiweicz Chancellor, UNC-CH VACANT, Admin Asst. Admin Support Spec Sheryl Waddell, Sr.

  • Prog. Mgr.
  • Admin. Coord.

Cindy Reifsnider, Research Dir. Research Assoc. Patrick Kastian, Market Res. Analyst S/C Research Specialist- Kimberly Yingling, Admin Support Assoc. Michelle Bolas Director, IC Administrative Director Brock Pierce, Marketing Comms Mgr. University Program Mgr Lia Walberg, Database Analyst S/C Specialist Sarah Daniels,

  • Pub. Comm. Spec.

Kelly Parsons, Assoc. Director

  • Tech. Commerc.

Tech Transfer Prof. Peter Liao, Commercialization Mgr Tech Transfer Prof. Champ Gupton,

  • Commerc. Mgr

Tech Transfer Prof. Chance Rainwater, Sr.

  • Commerc. Mgr.

Tech Transfer Prof Charlie Shaw, Commerc. Mgr Tech Transfer Prof. Kyle Bartholomew,

  • Commerc. Mgr.

Tech Transfer Prof Judith Whitford, Lic. Finance Mgr.

  • Bus. Services Coord.

Carmen Melvin, Tech Transfer Prof Licensing Manager Jennifer Dean, Patent Manager

  • Univ. Prog. Spec

Kun Zhang, Patent Assistant Admin Support Assoc- Doris Perry, Agreements & Docs Mgr Paralegal VACANT, Lic. Compliance Coord. Business Services Coord Kaye Carver, Patent Assistant Admin Support Assoc Bryant Moore, Director

  • Dir. Strategic Alliances

Michael Kline, Prog. Mgr. Outreach & Tech Develop. Kay Wagoner, Assoc. Director

  • Assoc. Dir. for

Entrepreneurship Melissa Carrier, Admin. Director

  • Dir. Social Innovation Initiative

Don Rose, Associate Director

  • Dir. KickStart Ventures

Randy Myer, Managing Dir. Carolina Angel Network (CAN) (Faculty) Chelsea Eshraghi, Director Carolina Angel Network (CAN) Administrative Director Miyera McKee, Assistant Director KickStart Venture Services Assistant Director Trude Amick, Director

  • f

Tech Commercialization Director

Contractors: Michelle Goryn, Erin Hopper, Liz Chen, Jennifer Lai, Shellie Edge

slide-53
SLIDE 53

Where We Are: Innovator’s Journey

Strategic Foundation

  • Shuford Program in E-Ship
  • KFBS E-Ship Center
  • Carolina Challenge
  • Pathways to Impact

* APS * BME * Comp. Sci. * Data Literacy/Science * Faculty Workshop

Learn

  • Creativity Hubs
  • Funding: Idea Development
  • Proof of Concept

* BeAM * APS * BME * Comp. Sci. * ICS * CUBE * Spaces: Incubators, Accelerators, Dry/Wet Lab

Create

  • Office of Technology

Commercialization * 1789

  • NC TraCS
  • Kenan Institute
  • Center for Public Service
  • Law E-Ship Clinic
  • Harvey Award
  • Market analysis + patent landscape

* Dreamers Who Do

Develop

  • Licensing and sponsored research

* Launch Chapel Hill * KickStart Venture Services * Carolina Angel Network * Carolina Research Ventures Fund * Pinnacle Hill * Spaces: Incubators, Accelerators, Dry/Wet Lab

Accelerate

  • UNC System Plan
  • Blueprint for Next
  • Innovation Roadmap
  • Unit Plans
  • Master Innovation Space Plan
  • Cross-Discipline Approach
  • Practitioners/EIRs
  • Coaches/Mentors
  • Communications
  • Data + Metrics
  • Social Innovation
  • Deve

velopmen ent t Campaign

  • Managing University IP
  • Patenting University Inventions

INNOVATOR’S JOURNEY ACROSS THE INNOVATE CAROLINA CAMPUS NETWORK

* Part of Innovation Roadmap Strategy

  • Licen

ensing Unive versity ty Tec echnology

  • APLU/I

/IEP EP

slide-54
SLIDE 54

IEP Framework Activates UNC’s Strategic Plan

Department Name 7

Innovation Made Fundamental Of the Public, For the Public

THE BLUEPRINT FOR NEXT

slide-55
SLIDE 55

APLU Innovation & Economic Prosperity (IEP) Designation

The national conversation

(See APLU’s Economic Engagement Framework)

7/29/2019

Innovation, Entrepreneurship and Economic Development 8

Cradle-to-Grave Human Capital and Talent Development

TALENT

Research, Creative Works, Problem- Solving, and Entrepreneurship

INNOVATION

Community-Connected Institutions and Stewardship for Vibrant Communities

PLACE

slide-56
SLIDE 56

APLU Innovation & Economic Prosperity (IEP) Designation

7/29/2019

Innovation, Entrepreneurship and Economic Development 9

Align priorities with physical space master plan Embed economic engagement efforts into the institution Measure and communicate I&E impact Elevate place as a priority for I&E efforts

How is IEP helping to advance strategic priorities at Carolina?

slide-57
SLIDE 57

Economic Engagement

“… The ways in which universities and their public-private partners contribute to economic growth, opportunity, and competitiveness through regional talent ent and workforce development; innovati vation, entrepreneurship, and tech-based economic development; and place development via public service, outreach, and community engagement.”

Innovate Carolina 10

slide-58
SLIDE 58

Econo nomi mic Engage geme ment nt Framewor work

  • 1. Institutions should KNOW what they’re doing well and what

they need to improve with regard to economic engagement;

  • 2. Institutions should be able to MEASU

SURE the extent to which they are engaged;

  • 3. Institutions should be able to TELL

LL the story of their contributions to economic development, and

  • 4. Institutions must ENGA

GAGE GE with external stakeholders throughout the processes of knowing, measuring, and telling in

  • rder for their contributions to have meaningful impact.

Innovate Carolina 11

slide-59
SLIDE 59

Engagement Has Many Forms and Methods at UNC

  • Community Service
  • Service Learning
  • Engaged Research (including community-based participatory,

government-university-industry partnerships)

  • Training and Technical Assistance
  • Capacity Building
  • Economic Development (including startups, tech transfer)
  • Policy Advising, Development and Implementation Support

12

slide-60
SLIDE 60

Measuring and Communicating UNC’s Impact and Engagement

Innovate Carolina created and continues to grow:

  • Two Databases (Startups and Network)
  • Impact Dashboard
  • County Storyboards

To tell our associated impact stories, we built this interconnected and complementary mechanism in alignment with our IEP self-study for

  • Development of Metrics,
  • Assessment, and
  • Data collection.

The system enables special emphasis on place-making efforts, as per the IEP framework.

Innovate Carolina

slide-61
SLIDE 61

INNOVATE CAROLINA STARTUPS DATABASE

  • Most comprehensive database of its kind across higher education
  • Includes IP-based, program-supported, independently initiated and social startups
  • Data: funding, revenues, jobs & volunteers, founding school, program participation,

press, people impacted, products & services

  • Currently tracks 641 companies, 1958 to present (continually updated)
slide-62
SLIDE 62

Innovate Carolina Startups Database: Getting Started

Vision (2013) Judith Cone, VC IEED Selection of platform Implementation (2014) Cindy Reifsnider, program manager Database structure Partners Data (2014) Scope Sources Data quality Metrics

Innovate Carolina 15

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SLIDE 63

“The University’s value, measured in jobs, spending and other economic indicators shows an active and effective University system positively impacting people and communities all across North Carolina.”

“Demonstrating the Collective Economic Value of the University of North Carolina System,” February 2015

  • Economic impact of

commercialization and development

  • Outcomes of teaching and learning,

culture of entrepreneurship

  • Number of Startups
  • Capital raised
  • Jobs created
  • Revenues

Taxpayers, Legislators, and Prospective Students want to know…

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SLIDE 64

Platform: Why Salesforce.com?

From spreadsheets and bits of information to a custom

  • mized

ized CRM databas tabase…

  • Cloud-based, for multi-user access, but still secure
  • Recognizable user interface for users with varying comfort levels with

technology

  • Flexible configuration of included objects and fields, with easy

customization

  • Sizable capacity
  • Reasonable costs for licenses
  • Built-in reports functionality
  • Multiple levels of security and access
  • Salesforce for Outlook

Innovate Carolina 17

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SLIDE 65

Implementation and Data

  • 1. Information Audit: Inventory of programs, needs, data
  • 2. Defining what is included and what is not
  • 3. Database planning (esp. customizations)
  • 4. Selecting initial group of partners
  • 5. Data gathering (and cleaning!)
  • 6. Research (i.e., fill in the gaps)
  • Company research (press, funding, and milestones)
  • Founder discovery
  • 7. Data documentation

Innovate Carolina 18

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SLIDE 66

US SEC Filings State Gov’t Websites

Private Foundations

Company Websites Business Journals Dun & Bradstreet Funding Agencies Standard & Poor’s PrivCo CB Insights Hoover’s PitchBook Factiva Lexis Nexus InfoUSA SBIR.gov Federal Procurement Data NSF.gov IRS.gov USASpending .gov NIH Thomson ONE ORBIS/ Zephyr News Aggregation Sites

Innovate Carolina Startups Database

A single version of the facts DATA SOURCES

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SLIDE 67

Sustainability

Innovate Carolina 20

Univ iver ersity ity Leader aders I&E Program gram Sponsor

  • rs

Commun unic ications ations System em Adminis inistrat trator

  • rs

I&E Program gram Manage gers rs Suppor

  • rt

t Staff Studen dent t Interns rns

Sustain inab abil ility ity

Cham ampions pions Doers

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SLIDE 68

INNOVATE CAROLINA NETWORK DATABASE

  • Provides back-office support to UNC I&E programs (not just startup support programs)
  • Program applications linked to database, send information into processing queue
  • Categorizes impact and stories by corresponding indicators and trends demonstrated,

per IEP: Talent Preparedness, Industry Relations, Diversity, Multidisciplinary and/or Interdisciplinary, Innovation Skillsets

  • Powers greater PLACE classification of impact and stories
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SLIDE 69

Network Database for Day-to-Day Operations Across Engagement

Innovate Carolina 22

IEP Framework: Talent, , Innovat ation

  • n,

, Place Efficiency ency: Process Autom

  • mat

ation ion from Forms as Point-of

  • f-Ent

ntry throug ugh h Email l Communic nicat ations ions User-Frie iend ndly ly Functiona ionalit lity Inform Strat ategic egic Planni ning ng throug ugh h Tactic ical al View of System em Re Relat atio ions nship ip Building ing Marketab able le Product: : Value ue Add to Universit ity (i.e. . good d data) a)

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SLIDE 70

Remember! Engagement Has Many Forms and Methods

  • Community Service
  • Service Learning
  • Engaged Research (including community-based participatory,

government-university-industry partnerships)

  • Training and Technical Assistance
  • Capacity Building
  • Economic Development (including startups, tech transfer)
  • Policy Advising, Development and Implementation Support

23

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SLIDE 71

Additional Partners Demonstrating Engagement Impact

  • Office of Institutional Research and Assessment
  • Carolina Center for Public Service
  • Office of the Vice Chancellor for Research
  • Gillings School of Global Public Health
  • UNC Health Care
  • School of Government
  • More

Innovate Carolina 24

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SLIDE 72

Perspectives: Brainstorming Engagement Metrics

  • Vice Chancellor of IEED – stakeholder perspective
  • Innovate’s Program Staff – IEP perspective
  • Communications Staff – audience engagement
  • Database Administrators – data perspective
  • Program Partners – engagement impact data and viewpoints

Innovate Carolina 25

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SLIDE 73

UNC I&E IMPACT DASHBOARD

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SLIDE 74

Impact Dashboard: Talent

7/29/2019

Innovation, Entrepreneurship and Economic Development 27

innovate.unc.edu/impact

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SLIDE 75

Impact Dashboard: Innovation

7/29/2019

Innovation, Entrepreneurship and Economic Development 28

innovate.unc.edu/impact

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SLIDE 76

Impact Dashboard: Place

7/29/2019

Innovation, Entrepreneurship and Economic Development 29

innovate.unc.edu/impact

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SLIDE 77
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SLIDE 78
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SLIDE 79
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SLIDE 80
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SLIDE 81

What Have We Accomplished?

KNOW

Active, cohesive ecosystem and network of more than 25 programs that include students, alumni, faculty and staff Increased operational efficiency for program staff

MEASURE

Monitoring of 500 active startups and ideation teams Demographics of participants and points of engagement Increasing types of engagement, partnership data and metrics

TELL

Adding visualization tool Tableau for interactive dashboard and complex analytics Increasing communications with industry partners and alumni

ENGAGE

Enabling grant proposal applications to launch new areas of development Increasing participation of internal participants and external partners

Innovate Carolina 34

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SLIDE 82

Value of IEP Designation

Innovate Carolina

Recognizes UNC as a premier institution in the field of innovation and economic engagement. Enables UNC to engage with, learn from, and build relationships with the broader IEP community of campuses also committed to advancing comprehensive engagement efforts. Revisits UNC’s founding mission as a university for the people by conducting a self-study of UNC’s expansive innovation ecosystem, its partnerships, and its relationships with communities. Enables UNC to adopt and refine ways to better know, measure, and tell the story of its innovations and their impact and engage in meaningful partnerships to support this work. Provides a comprehensive framework to align UNC’s strategic priorities with the physical space Master Plan through the lens of innovation and economic engagement. Encourages holistic codification of engagement across campus, cultivating new internal and external partnerships.

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SLIDE 83

innovate.unc.edu

Cindy Reifsnider Cindy.Reifsnider@unc.edu

https://innovate.unc.edu/startups-database-and-ie-dashboard-guide/ https://innovate.unc.edu/ie-impact-dashboard/

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SLIDE 84

Appendix

Innovate Carolina

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SLIDE 85

WHERE WE’VE BEEN

BOT: Innovation Roadmap kicked off (Chancellor Thorp) Innovation Roadmap released APS + BME targeted BOT involved in Roadmap Innovation Circle Summit APS Task Force CUBE at Campus Y Computer Science Entrepreneurs Lounge Innovation Showcase (ongoing)

Strategic c Foundation

  • n

Educational Pro rograms ms Cro ross ss-Disci scipline Collisi sion Venture re Support Environmenta tal Design Faculty ty Transl slation

  • n

Deve velopment

2010 2011 2012 2013

Launch Chapel Hill + 1789 Venture Lab BOT: First meeting

  • f I&E committee

Blackstone Entrepreneurs Network First I&E Network meeting (ongoing) BOT: 2-year progress report & Innovation Circle Summit

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SLIDE 86

WHERE WE’VE BEEN (CONT.)

Startups database launched Data studies task force APS Dept. approved BOT: CRVF ($10M) + VC for IEED VC for IEED/ Innovate Carolina created $100M Eshelman Institute for Innovation gift Innovation spaces master plan completed BeAM makerspaces $18M Shuford Program gift Startup wet lab accelerator plans approved BLUE makerspace in Carmichael UNC/GSK HIV Cure Center + Qura Triangle Venture Alliance Carolina Angel Network $60M NC Venture Capital Multiplier Fund Campus Y managed by Innovate Carolina & Student Affairs APLU IEP designation Pinnacle Hill ($65M) ICS feasibility study completed

2017 2015 2016 2014 2018

BOT committee for IEED (1 of 4) BOG commercialization meeting BOT committee for IEED (1 of 4) BOT: Approval of wet lab accelerator

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SLIDE 87

ECONOMIC ENGAGEMENT AT UNC

  • Vice Chancellor for Research
  • Vice Chancellor for Innovation,

Entrepreneurship, & Economic Development

  • Provost’s Office
  • Development Office
  • Vice Chancellor for Communications
  • Vice Chancellor for Finance & Ops
  • Individual Schools
  • School-based Centers & Institutes

HPDP, NRI, IMS, Coastal Hazards Innovate Carolina, OTC Carolina Center for Public Service UNC Corporate Relations UNC Community Relations NC Policy Collaboratory Public Health, Govt, Law, Pharmacy Water Institute, IGHID

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SLIDE 88

IEP process and timeline Summer 2016 – UNC joins the cohort of IEP startup institutions Summer 2016-Fall 2017— Led by Innovate Carolina, UNC undergoes a comprehensive and rigorous self-assessment (self-study) of the activities, resources, and partnerships required for successful economic engagement. Spring 2017-Ongoing – In response to the IEP self-study, Innovate Carolina continues to expand existing Startups Database and creates and refines Network Database, the Impact Dashboard, and the County Storyboards.

Innovate Carolina

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SLIDE 89

IEP process and timeline

October 2017 – UNC submits application for comment only. (See IEP’s designation guidelines for more information regarding submitting for comment

  • vs. designation.)

May 2018 – UNC submits application for designation. June 2018 – UNC learns it has been awarded the IEP designation. November 2018 – UNC is formally recognized at the APLU’s Annual Meeting in New Orleans.

Innovate Carolina

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SLIDE 90

Aligning UNC’s strategic priorities with the IEP framework Through participation in IEP’s designation process, UNC has:

  • Moved forward its strategic priorities laid out in the Innovation

Roadmap and Blueprint for Next and aligned them with the physical space Master Plan.

  • Taken considerable steps to institutionalize its economic engagement

efforts.

  • Created a first-of-its-kind Database + Dashboard mechanism for

collecting data, measuring impact, and telling UNC’s story, effectively establishing itself as a national model in this space.

  • Elevated the priority of place-making as a means for successful

innovation and engagement efforts.

  • Prioritized the expansion of capacity to build and track industry

partnerships.

Innovate Carolina

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SLIDE 91

CIMA Summer Meeting

28 Jul - 31 Jul 2019 Poll results

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SLIDE 92

Table of contents

Have you had any formal conversations on campus to develop metrics and indicators for your university's economic engagement work? Have you already developed economic engagement metrics at your institution? If so, please share your institution's name and your name (if comfortable) APLU needs CIMA's help in identifying key challenges members face when developing or utilizing economic development metrics (talent, innovation, community engagement/place). Discuss challenges as a group and share on Slido. Now that you've shared some of the problems that arise when developing/using economic development metrics for your university, discuss strategies APLU/CIMA/IEP designees could work on to address these challenges. Share on Slido Would you personally be interested in follow-up to this session? (phone call, more detailed survey, focus group interview, working group, discussion group etc.) If so, please share your email address.

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Multiple-choice poll

Have you had any formal conversations on campus to develop metrics and indicators for your university's economic engagement work?

0 3 2

Y es 75 % No 25 %

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Open text poll

Have you already developed economic engagement metrics at your institution? If so, please share your institution's name and your name (if comfortable)

0 1 7

. Very basic Not sure May be No no I don't know UTSA C.Saygin USF no No No I don’t know ASU FSU No BGSU

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SLIDE 95

Open text poll

APLU needs CIMA's help in identifying key challenges members face when developing

  • r utilizing economic development metrics

(talent, innovation, community engagement/place). Discuss challenges as a group and share on Slido.

(1/2)

0 1 3

Split efforts between University and System Agencies collecting the data and having folks in office of community engagement with skills in data management and analyses Commitment? Old ways of thinking Disconnected data and no standard formats or process for collecting Sustainability Locating Data sources Credible definitions; identification/data collection Varying definitions, confidential MOUs, hidden pockets of engagement. Silos Incentive

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Open text poll

APLU needs CIMA's help in identifying key challenges members face when developing

  • r utilizing economic development metrics

(talent, innovation, community engagement/place). Discuss challenges as a group and share on Slido.

(2/2)

0 1 3

large institution - silos commitment of staff time Data Silos

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Open text poll

Now that you've shared some of the problems that arise when developing/using economic development metrics for your university, discuss strategies APLU/CIMA/IEP designees could work on to address these challenges. Share on Slido

(1/2)

0 0 9

APLU can lead discussions on data definitions and shared data schemas Advocate for better federal data collection and access for institutions to multi- institutional, multi-state databases. Connect with AUTM for metrics share best practices among those that have started the metric collection Relevance of metrics across units provide concrete examples of metrics, how data collected, analyzed, and shared. Publish more materials on definitions

  • f metrics

Develop shared definitions and collect

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Open text poll

Now that you've shared some of the problems that arise when developing/using economic development metrics for your university, discuss strategies APLU/CIMA/IEP designees could work on to address these challenges. Share on Slido

(2/2)

0 0 9

data across IEP designees How to best engage external stakeholders Transparency of definitions Publish Data definition list Y es

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Open text poll

Would you personally be interested in follow-up to this session? (phone call, more detailed survey, focus group interview, working group, discussion group etc.) If so, please share your email address.

0 0 8

Corporate@asu.edu Y es dsingel@montana.edu scoppola@uncc.edu hkelly@udel.edu rburnette@fsu.edu Geoffrey .pinski@uc.edu Y es torres@ku.edu Y es not really