Cluster Group Guidance and Instructions: Difference between revisions

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'''OVERVIEW OF CLUSTER MEETINGS'''
==Overview of Cluster Meetings==


Among the various sessions and formats for this year’s conference, we have set aside time for small cluster meetings of participants at specific breakpoints in the agenda.  These pre-assigned clusters of about eight attendees will have three scheduled meetings during the conference, which will offer opportunities to come together and discuss key themes, share ideas and information, and channel inputs back into the larger group. Clusters have been constructed to maximize diversity of backgrounds and viewpoints.
Among the various sessions and formats for this year’s conference, we have set aside time for small cluster meetings of participants at specific breakpoints in the agenda.  These pre-assigned clusters of about eight attendees will have three scheduled meetings during the conference, which will offer opportunities to come together and discuss key themes, share ideas and information, and channel inputs back into the larger group. Clusters have been constructed to maximize diversity of backgrounds and viewpoints.  


==Central Objectives==
==Central Objectives==


Informed by the conference and based on participants’ own experience, each cluster group will focus on generating a small number of actionable ideas for interventions in any of the various areas discussed at the conference, such as quality supply, standards, or policies that will increase the impact of open resources on education across various learning contexts (e.g. formal, informal), either domestically or internationally.
Informed by the conference and based on participants’ own experience, each cluster group will focus on generating a small number of actionable ideas for interventions in any of the various areas discussed at the conference, such as quality supply, standards, or policies that will increase the impact of open resources on education across various learning contexts (e.g. formal, informal), either domestically or internationally.
At the close of the third cluster meeting, cluster participants will submit their selected interventions to the Berkman team; the compilation of these ideas will be an input into our Final Synthesizing sessions. We recommend that each cluster choose a small number (~2-4) of interventions, although including more is fine if time and mind space permit.  For each intervention, clusters will be asked to consider key variables and attributes, outlined in more detail in the reporting template below.
We anticipate that significant time within the cluster meetings will be spent both on the process of discussing and defining the recommended interventions, including their definition, scope, and mechanisms. In addition to generating actionable ideas, the exercise is intended as a means for sharing perspectives, knowledge, and experiences, and networking across different fields of practice. 




==Mode & Process==
At the close of the third cluster meeting, cluster participants will submit their selected interventions to the Berkman team; the compilation of these ideas will be an input into our Final Synthesizing sessions. We recommend that each cluster choose a small number (~2-4) of interventions, although including more is fine if time and mind space permit.  For each intervention, clusters will be asked to consider key variables and attributes, outlined in more detail in the reporting template below.


Over the course of the three days, participants will be encouraged to brainstorm, develop, and finalize their intervention ideas via the following process and inspired by the collected set of ideas and issues submitted by participants prior to the conference [http://hewlett.dev.berkmancenter.org/graphs/1] and/or the Evidence Hub [http://ci.olnet.org/]:
The first cluster meeting will be focused on initial connections, introductions, and discussion regarding the cluster objectives and process overall.
Participants should come to the second cluster meeting prepared to suggest one or more actionable interventions for consideration.  These may include an intervention that you are working on and know a lot about, or a nascent idea that you’re interested in exploring with your cluster. In determining recommended interventions, please consider interventions that draw upon the various skills, experience, and knowledge of your fellow cluster participants, and ideally include a range of interventions from those that can be implemented in the near future with few resources (or initial, exploratory steps in a larger initiative) to more ambitious or longer-term activities. You should select your proposed interventions in the second cluster meeting.
During the second and third cluster meetings, you should develop the interventions, including discussing different mechanisms and modes for implementation. As you refine your ideas for submission and prepare for the final discussion, please:
*Identify obstacles, requirements, and key parties for implementation.
*Identify areas where innovation is required, whether in tools, organizations and institutions, outreach strategies, policies, etc. 
*Define specific targets for research to better inform the development and implementation of policies and interventions.


We anticipate that significant time within the cluster meetings will be spent both on the process of discussing and defining the recommended interventions, including their definition, scope, and mechanisms. In addition to generating actionable ideas, the exercise is intended as a means for sharing perspectives, knowledge, and experiences, and networking across different fields of practice. 


==Meeting Details==


'''''April 10th'''''
==Mode & Process==
5:45 PM              Cluster Meeting #1
Location: Wasserstein Hall, Milstein East
Meet other cluster participants; discuss and process the assignments for your cluster; clarify any open questions regarding mode and outputs with the Berkman team; begin thinking about the interventions to identify, propose, and potentially develop with your cluster group.


'''''April 11th'''''
Over the course of the three days, participants will be encouraged to brainstorm, develop, and finalize their intervention ideas via the following process and inspired by the collected set of ideas and issues submitted by participants prior to the conference via our [http://hewlett.dev.berkmancenter.org/graphs/1link Ideas Heat Map] and/or the [http://ci.olnet.org/ Evidence Hub].
12:15 PM              Cluster Meeting #2
Location: Wasserstein Hall, Milstein East
Discuss possible interventions for focus in your cluster; use the reporting template to inform your conversation; and select your cluster’s proposed interventions.


'''''April 12th'''''
11:45 AM          Cluster Meeting #3
Location: Austin Hall
Collectively refine, analyze and elaborate your chosen interventions; and complete the intervention data form and submit to the heat mapping team.


==Submission of Interventions==
The template below is designed to facilitate reporting on your interventions and the characteristics and attributes of each intervention.  This will allow us to aggregate, characterize and visualize the collective work of all the clusters, both for the final synthesizing sessions and as a roadmap for action. This is experimental, and between the volume, diversity and overlap of the information we are requesting, it is imperfect! Please simply do your best to convey the contours of your thinking within this format. We also invite you to offer general feedback on the process, so that we may improve any future iterations.
Use this online form to submit your suggested intervention by [xx time] at [form address].
Please send questions and feedback to:  oer12hf@cyber.law.harvard.edu


==Reporting Template==
The first cluster meeting will be focused on initial connections, introductions, and discussion regarding the cluster objectives and process overall.  
A. Overview of Intervention


1) Intervention Title


2) Brief description of the intervention
Participants should come to the second cluster meeting prepared to suggest one or more actionable interventions for consideration.  These may include an intervention that you are working on and know a lot about, or a nascent idea that you’re interested in exploring with your cluster. In determining recommended interventions, please consider interventions that draw upon the various skills, experience, and knowledge of your fellow cluster participants, and ideally include a range of interventions from those that can be implemented in the near future with few resources (or initial, exploratory steps in a larger initiative) to more ambitious or longer-term activities. You should select your proposed interventions in the second cluster meeting.


3) Cluster Identifier (letter)


4) Level of intervention: Micro, meso, macro or research?
During the second and third cluster meetings, you should develop the interventions, including discussing different mechanisms and modes for implementation. As you refine your ideas for submission and prepare for the final discussion, please:
a. Micro – intervention is focused on impacting creators and users.
*Identify obstacles, requirements, and key parties for implementation.
*Identify areas where innovation is required, whether in tools, organizations and institutions, outreach strategies, policies, etc.  
*Define specific targets for research to better inform the development and implementation of policies and interventions.


Associated keywords: Learning & Teaching, Guidance/Training/Mentoring, Customization/Reuse/Remix
==Meeting Details==
Business & Sustainability Models


b. Meso – Intervention focuses on the intermediaries, infrastructure and elements that help to link creators and end-users and contribute to building the systemic elements that facilitate the delivery, distribution and flow of OER materials.


Associated keywords: Accessibility, Tools & Technology, Search & Discoverability mechanisms, Quality Control, Accreditation, Feedback mechanisms
<span style="color:blue">TUESDAY, APRIL 10TH</span>


c. Macro – intervention addresses broader systemic issues such as policy and legal frameworks or behavioral and cultural aspects that shape the overall OER ecosystem.
'''''5:45 PM:  Cluster Meeting #1'''''


Associated keywords: Supportive Policies, Copyright & Licensing,
'''''Location: Wasserstein Hall, Milstein East'''''
Community Building, Lobbying


d. Research – focus is on improving information and effort to understand the opportunities, challenges, impacts and efficacy of various OER strategies and mechanisms.
Meet other cluster participants; discuss and process the assignments for your cluster; clarify any open questions regarding mode and outputs with the Berkman team; begin thinking about the interventions to identify, propose, and potentially develop with your cluster group.  


Associated keywords: Impact assessments, Evidence gathering and sharing, Case Studies


B. Key Intended Attributes of Intervention
<span style="color:blue">WEDNESDAY, APRIL 11TH</span>


5) Primary (or initial) context of intervention:  
'''''12:15 PM:  Cluster Meeting #2'''''
a. Formal learning
b. Informal learning
c. National (focus on one country)
d. Multinational


6) Primary Actors: who drives implementation?
'''''Location: Wasserstein Hall, Milstein East'''''
a. Content creators
b. End users (teachers, learners, etc.)
c. Facilitators/intermediaries
• tool builders
• distributors/content hosts
• publishers
• schools
• other: (please specify)
d. Researchers
e. Policy makers


7) Requires new intermediary or supporting organization?
Discuss possible interventions for focus in your cluster; use the reporting template to inform your conversation; select your cluster’s proposed interventions; begin preparing responses to be input into the reporting template.
a. Can be implemented by existing organizations.
b. Would require a new consortium of existing organizations
c. Would require expanded cooperation of an existing cooperative arrangement of institutions
d. Would require the creation of new organizations to implement


8) Intended Timeframe:
a. Hackable?  i.e. able to explore, initiate or pilot with a short burst of hacking/development, including Friday’s Hackday?;
b. Short-term – reaches maturity in less than a year
c. Medium-term – reaches maturity in 2-4 years
d. Long-term – reaches maturity in more than 4 years


9) Ongoing management needs - low, medium, or high?
<span style="color:blue">THURSDAY, APRIL 12TH</span>
a. Low – little additional effort to maintain
b. Medium – significant ongoing effort required to maintain
c. High – intensive effort to maintain


10) Contributes to High Quality OER Supply:
'''''11:45 AM:  Cluster Meeting #3'''''
a. Aimed at facilitating sustainability?
b. Aimed at facilitating re-usability of OER?
c. Translation component?


11) Contributes to Supportive Policies:  
'''''Location: Austin Hall'''''
a. Requires or is focused on supporting legal and/or formal policy changes?


b. Focus of policy intervention:
Collectively refine and finalize your chosen interventions; complete the intervention data form and submit to the heat mapping team.
i. Institutional level
ii. National
iii. Global


12) Contributes to OER standards:
==Submission of Interventions==
a. Facilitates feedback and quality assessment?
b. Promotes interoperability?
c. Promotes accessibility?
d. Promotes discoverability?
 
13) Adoption & Reach:
a. Expands audiences and increases OER adoption?
b. Engages non-traditional audiences?
c. Focus on community building?
d. Requires significant public outreach campaign?
e. Likely to face opposition from vested interests?
f. Behavioral changes or cultural shift required?
 
14) Research & Evaluation:
a. Supports evidence-gathering, data collection, impact assessment?
b. Requires more research and supporting information?
 
C. Implementation Requirements/Considerations
 
15) Financial requirements: low, medium, high?
a. Low - can be implemented with little or no additional funding
b. Medium - less than 100k per year
c. High  - more than 100k per year


16) Coordination needs - low, medium, or high?
The template below is designed to facilitate reporting on your interventions and the characteristics and attributes of each intervention..  This will allow us to aggregate, characterize, and visualize the collective work of all the clusters in the form of an Interventions Heat Map, both for the final synthesizing sessions and as a roadmap for action. This is experimental, and between the volume, diversity and overlap of the information we are requesting, it is imperfect! Please simply do your best to convey the contours of your thinking within this format. We also invite you to offer general feedback on the process, so that we may improve any future iterations.
a. Low - able to launch without recruiting other participants
b. Medium - requires coordination and buy-in of several organizations
c. High - requires broad coordination/buy-in


17) Dependencies - low, medium, or high?
a. Low - stand alone intervention that requires no complementary efforts;
b. Medium - depends on another change/intervention;
c. High - depends on several other complementary interventions/changes


18) Level of risk and uncertainty - low, medium, or high?
'''''Use [http://hewlett2.dev.berkmancenter.org/ this online form] to submit your suggested intervention by <span style="color:blue">12:45PM on Thursday, April 12th</span>.'''''
a. Low – results are predictable
b. Medium – reasonable degree of predictability
c. High – results are unpredictable


19) Implementation complexity - low, medium, or high?
a. Low – easy to implement
b. Medium – reasonable to implement
High – it is complicated
c.
20) What types of innovations are required for development and implementation? (short answer)


21) Additional important considerations that have not been covered in the questions above? (short answer)
Please send questions and feedback to:  '''''oer12hf@cyber.law.harvard.edu'''''

Latest revision as of 12:05, 11 April 2012

Overview of Cluster Meetings

Among the various sessions and formats for this year’s conference, we have set aside time for small cluster meetings of participants at specific breakpoints in the agenda. These pre-assigned clusters of about eight attendees will have three scheduled meetings during the conference, which will offer opportunities to come together and discuss key themes, share ideas and information, and channel inputs back into the larger group. Clusters have been constructed to maximize diversity of backgrounds and viewpoints.

Central Objectives

Informed by the conference and based on participants’ own experience, each cluster group will focus on generating a small number of actionable ideas for interventions in any of the various areas discussed at the conference, such as quality supply, standards, or policies that will increase the impact of open resources on education across various learning contexts (e.g. formal, informal), either domestically or internationally.


At the close of the third cluster meeting, cluster participants will submit their selected interventions to the Berkman team; the compilation of these ideas will be an input into our Final Synthesizing sessions. We recommend that each cluster choose a small number (~2-4) of interventions, although including more is fine if time and mind space permit. For each intervention, clusters will be asked to consider key variables and attributes, outlined in more detail in the reporting template below.


We anticipate that significant time within the cluster meetings will be spent both on the process of discussing and defining the recommended interventions, including their definition, scope, and mechanisms. In addition to generating actionable ideas, the exercise is intended as a means for sharing perspectives, knowledge, and experiences, and networking across different fields of practice.


Mode & Process

Over the course of the three days, participants will be encouraged to brainstorm, develop, and finalize their intervention ideas via the following process and inspired by the collected set of ideas and issues submitted by participants prior to the conference via our Ideas Heat Map and/or the Evidence Hub.


The first cluster meeting will be focused on initial connections, introductions, and discussion regarding the cluster objectives and process overall.


Participants should come to the second cluster meeting prepared to suggest one or more actionable interventions for consideration. These may include an intervention that you are working on and know a lot about, or a nascent idea that you’re interested in exploring with your cluster. In determining recommended interventions, please consider interventions that draw upon the various skills, experience, and knowledge of your fellow cluster participants, and ideally include a range of interventions from those that can be implemented in the near future with few resources (or initial, exploratory steps in a larger initiative) to more ambitious or longer-term activities. You should select your proposed interventions in the second cluster meeting.


During the second and third cluster meetings, you should develop the interventions, including discussing different mechanisms and modes for implementation. As you refine your ideas for submission and prepare for the final discussion, please:

  • Identify obstacles, requirements, and key parties for implementation.
  • Identify areas where innovation is required, whether in tools, organizations and institutions, outreach strategies, policies, etc.
  • Define specific targets for research to better inform the development and implementation of policies and interventions.

Meeting Details

TUESDAY, APRIL 10TH

5:45 PM: Cluster Meeting #1

Location: Wasserstein Hall, Milstein East

Meet other cluster participants; discuss and process the assignments for your cluster; clarify any open questions regarding mode and outputs with the Berkman team; begin thinking about the interventions to identify, propose, and potentially develop with your cluster group.


WEDNESDAY, APRIL 11TH

12:15 PM: Cluster Meeting #2

Location: Wasserstein Hall, Milstein East

Discuss possible interventions for focus in your cluster; use the reporting template to inform your conversation; select your cluster’s proposed interventions; begin preparing responses to be input into the reporting template.


THURSDAY, APRIL 12TH

11:45 AM: Cluster Meeting #3

Location: Austin Hall

Collectively refine and finalize your chosen interventions; complete the intervention data form and submit to the heat mapping team.

Submission of Interventions

The template below is designed to facilitate reporting on your interventions and the characteristics and attributes of each intervention.. This will allow us to aggregate, characterize, and visualize the collective work of all the clusters in the form of an Interventions Heat Map, both for the final synthesizing sessions and as a roadmap for action. This is experimental, and between the volume, diversity and overlap of the information we are requesting, it is imperfect! Please simply do your best to convey the contours of your thinking within this format. We also invite you to offer general feedback on the process, so that we may improve any future iterations.


Use this online form to submit your suggested intervention by 12:45PM on Thursday, April 12th.


Please send questions and feedback to: oer12hf@cyber.law.harvard.edu

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