Cluster Groups Template/Form

Overview of Intervention

1. Intervention Title
2. Brief description of the intervention
3. Cluster Identifier (letter)
4. Level of intervention: Micro, meso, macro or research?
   1. Micro: intervention is focused on impacting creators and users. Associated keywords: Learning & Teaching, Guidance/Training/Mentoring, Customization/Reuse/Remix/Business & Sustainability Models
   2. 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)
   3. Macro:intervention addresses broader systemic issues such as policy and legal frameworks or behavioral and cultural aspects that shape the overall OER ecosystem. (Associated keywords: Supportive Policies, Copyright & Licensing, Community Building, Lobbying)
   4. Research: focus is on improving information and effort to understand the opportunities, challenges, impacts and efficacy of various OER strategies and mechanisms. (Associated keywords: Impact assessments, Evidence gathering and sharing, Case Studies)

Key Intended Attributes of Intervention

5) Primary (or initial) context of intervention: a. Formal learning b. Informal learning c. National (focus on one country) d. Multinational

6) Primary Actors: who drives implementation? 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? 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? 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: a. Aimed at facilitating sustainability? b. Aimed at facilitating re-usability of OER? c. Translation component?

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

b. Focus of policy intervention: i. Institutional level ii. National iii. Global

12) Contributes to OER standards: 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?

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? 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? 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)