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Making an Impact -
A New CPD Framework for our
          sector
        December 2011
Need to Engage
• UK research – innovation gap – getting
  knowledge out from universities and PSREs
• Impact of UK research and education
• Translation across disciplines & boundaries
• Client/partner-focus
• Service driven, problem-solving
• ......Requires a new skill set

Opportunities for sector and for UK PLC
The Changing Landscape
      •   Tough economic climate
      •   Comprehensive Spending Review
      •   Massive Re-organisations
      •   Redundancies /Job insecurity
      •   Increasing Demands on us
      •   Need to be more Professional

©AURIL Sept2011
The Initiative
•   JISC and AURIL led collaboration
•   Builds on AURIL’s CPD Framework
•   JISC funded UK-wide multi-stakeholder project
•   Core BCE Framework underpinning an...
•   ....Online diagnostic tool skills self-evaluation
•   Business & Community Engagement:
    i.e.‘ third mission’: knowledge transfer/exchange; employer
    engagement; public engagement; lifelong learning

Delivery by autumn 2012
Timely Nationwide Sector Review
      •   17 Organisations on Working Group
      •   20 Organisations on Advisory Group
      •   Representing every facet of sector
      •   In-depth survey

      • Some interesting results………..


©AURIL Sept2011
Great Feedback, BUT a Wake Up Call
•   Our roles not fully embedded
•   Our worth not fully valued
•   There is no real career path
•   Some respondents
    − don’t understand aims
    − think only more experience is needed
Populating the Visual
• Survey analysis results
• Broken down into
  − Core attributes
  − Core “people-related” activities
  − Specialist aims & drivers
  − Specialist activities & processes
  − Specialist knowledge & skills
Main Result - A New Framework
• Deconstructed to Reconstruct
• “Umbrella” Framework of all aspects of our work

• Uses:
     - Recruitment, Annual Reviews, CPD
     - Strategic Planning
     - Helping Others Understand What We Do
     - Helping to “Place” Ourselves

•   No Levels at this Stage
•   Toolkit to Come
                                            ©AURIL Sept2011
Framework for BCE Engagement

                 Aims & Drivers                            Aims & Drivers
                   Delivering                                   Delivering
                   Economic                                       Social
                    Benefit          Relationships               Benefit
                                       Personal
                                       Qualities



                           Communications          Leadership

                                    Aims & Drivers
                                      Delivering
                                       Internal
                                       Benefit



AURIL Sept2011
Core Personal Qualities


           Energetic / Enterprising /Motivated / Pro-active
            Resilient / Tenacious / Determined / Optimistic
              Patient /Calm / Unflappable / Consistent
                    Empathetic /Open / Diplomatic
                      Ethical/ Honest/Trustworthy
                        Reflective/Active Learner
                               Team Player
                                 Flexible



©AURIL Sept2011
Relationships
                                   Need to be an effective and credible:
                         Networker /Co-ordinator /Collaborator /Partnership Mgr
                          Recogniser / Respecter of others’ needs & standpoints
                           Facilitator / Negotiator/ Broker/Boundary Spanner
                                 Planner / Project & Programme Manager
                                 Deliverer / Completer Finisher/ Evaluator




          Communications                                            Leadership
   Need to be an effective and credible:                 Need to be an effective and credible:
   Information-gatherer/ Summariser                               Motivator / Driver
  Active Listener /Interpreter/Translator                  Decision-maker/Problem Solver
      Oral & Written Communicator                        Organiser/Conceptualiser/Prioritiser
    Influencer / Persuader / Responder                 Strategic Planner /Resource Investigator
   Salesperson / Promoter / Presenter            Champion for Culture Change/Status Quo Challenger
                                                Lateral Thinker/Creative Thinker /Innovator/Visionary


©AURIL Sept2011
Logic Case Study – Young People
• Delivering Social Benefit – new audience engaged in knowledge flows – e.g. target
  communities engaged with, to access information generated by research and inform
  research process
• Specific Aims and Drivers – could be depending on the research/messages being
  promoted – cultural enrichment, quality of life, wellbeing, access to education
• Specific Activities and Processes – accessing events/festivals, access students,
  widening participation e.g. using existing social networks through students/ events
  and festivals to access online social media networks, and develop and repackage
  research to give messages in a language and format young people can relate to e.g.
  vox pops, podcasts, art, cartoons as well as the written word, getting young volunteers
  to support and develop the activities with you
• Specific Knowledge – community/audience insight e.g. young people use social media
  to communicate and are more likely to engage online than attend a meeting
• Specific Skills – audience reach and engagement – using different ways to reach and
  engage audiences e.g. social media
• The framework would offer resources, information and links to support the users
  activities under each of the sub headings
AIMS & DRIVERS
          Business /Employer Needs                                        Community /Public Needs
          Innovations /New Technologies & Systems;                 Influencing public services policy, practice,
           Improved Competitiveness/ Profitability;                                effectiveness;
               New Businesses , Opportunities,                     Cultural enrichment, quality of life, health,
                                                                                     well-being;
                         Jobs, Skills;                  Core:        Social welfare, national security, cohesion
                          Drivers:                Improving Skills;             Access to education;
                   Business Legislation &       Developing Capacity;
                                                                                       Drivers:
                       Governance;             Creating Opportunities;         BIS Science & Society
                     Business & Client       Student /Graduate Access;                Strategy;
                          values;                Raising BCE Profile;          Social /Client values;
                                                                                   Charities’ Act;
                                                     Core Drivers:
                                               Nat / Local Govt Policy;
                                       Impact Agenda; Economy; Globalisation;


            Internal Needs              Income Generation/ Research Impact;              Internal Needs
                                     Enhanced Curriculum Development & Research
                                         Profile / Reputation/ Public Standing;
                                            Asset Protection / Exploitation;
                                             Enriched Student Experience;
                                                        Drivers:
                                                  Organisation’s Values
                                                        Mission;
                                                     HEFCE/HEIF/BIS
                                                       Strategies;
                                                        Funding;

©AURIL Sept2011
ACTIVITIES & PROCESSES
        Business & Employer Services                                 Community/Public Services
                 Innovative Products & Services;                    Access to Knowledge - research, events, festivals,
            Sector/Discipline Clubs/Networks/Groups                                       learning;
              New Business Formation/Incubation;                         Access to museums, Libraries, Lectures,
                    Licensing; Joint Ventures;               Core:                 Exhibitions, Facilities;
                Contract & Collaborative Research        Opportunity         Access to students, placements,
                  KTPs/ Bus Development Progs           Identification,                volunteering ;
                        WBL/ CPD/WFD;                Opportunity Mgmt;         Access to research, advisory
                     Science Park Facilities;       Project Management;            boards, trusteeships;
                                                   Monitoring/Evaluation;        Institutional relationship
                          Facilities Hire;
                                                     Meetings & Events;                    Mgmt;
                                                   Consultancy, Coaching;          Partnership Building;
                                                    Facilities Access/Hire;               Widening
                                           Information gathering, storage, retrieval Participation;
                                                Enhancing Inter-disciplinarity
                                      Encouraging economic regeneration and enterprise


          Internal Services              Administration; Plans, Policies, Processes,      Internal Services
                                                 Procedures, Approvals;
                                           Funding/Grant Applications, Mgmt;
                                           Research Governance, Mgmt, RIM;
                                                      Contract Mgmt;
                                                   Student Enterprise &
                                                       Employability;
                                                    Staff Development;
                                                       CRM Systems;
                                                          Finance;




©AURIL Sept2011
Focus: Opportunity Management
     Social             Internal       Economic
 New services        Research and    New products
Social Enterprise      governance    Joint ventures
 Volunteering /       Funding and          Spin
                                       outs/ups/ins
    Placements            grants
                                      KTP/Funded
      Skills        IP management      programmes
   Development                        Business and
                        Internal
 Collaborative         consultancy       skills WFD
   partnerships                        Contracts
                        Contract
  Facilities hire                       Licensing
                       management
KNOWLEDGE & SKILLS
   Commercialisation Routes & Techniques                    Community /Cultural Routes & Techniques
                     Commercial Insight                                      Community/Audience Insights
                  Profitable Deal Brokerage                                 Not for Profit Costing & Pricing
                  Valuing, Costing & Pricing             Core                Not for Profit Deal Brokerage
                      Entrepreneurship                                      Audience Reach & Engagement
                     Business Innovation             Management            Community Cultures & Language
                      Business Planning            Championing BCE            Regeneration Partnerships
                    Commercial & IP Law            Horizon Scanning                    Budgeting
                      Fiscal Compliance                Marketing
                        NPD & Design                Meeting Needs
                              PPP            Understanding Environment
                           Auditing        Investigative Research & Analysis
                                               Information Management
                                              Project Management & QA
                                                  Budget Management
                                                Monitoring/ Evaluation
                                                     Sustainability

Internal Routes & Techniques                  Internal Customer Service                 Internal Routes & Techniques
                                             Championing Culture Change
                                          Funding /Grant streams Knowledge
                                            Legal / Regulatory Compliance
                                                 Internal Governance
                                                   Strategic Planning
                                                 Reporting & Metrics;
                                                  Risk Management ;
                                                   Finance, FEC, VAT




©AURIL Sept2011
STILL TO DO
We have essential detailed tasks and processes
      to add once we have your input

•Different Types of Contracts & Agreements
•Different Types of Collaboration Agreements,
•Consultancy
•Setting up Spin-outs
•Managing Volunteering
Send any additional comments to
    Linda.Baines@stfc.ac.uk
         07770 652509

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CPD for BCE Framework Survey

  • 1. Making an Impact - A New CPD Framework for our sector December 2011
  • 2. Need to Engage • UK research – innovation gap – getting knowledge out from universities and PSREs • Impact of UK research and education • Translation across disciplines & boundaries • Client/partner-focus • Service driven, problem-solving • ......Requires a new skill set Opportunities for sector and for UK PLC
  • 3. The Changing Landscape • Tough economic climate • Comprehensive Spending Review • Massive Re-organisations • Redundancies /Job insecurity • Increasing Demands on us • Need to be more Professional ©AURIL Sept2011
  • 4. The Initiative • JISC and AURIL led collaboration • Builds on AURIL’s CPD Framework • JISC funded UK-wide multi-stakeholder project • Core BCE Framework underpinning an... • ....Online diagnostic tool skills self-evaluation • Business & Community Engagement: i.e.‘ third mission’: knowledge transfer/exchange; employer engagement; public engagement; lifelong learning Delivery by autumn 2012
  • 5. Timely Nationwide Sector Review • 17 Organisations on Working Group • 20 Organisations on Advisory Group • Representing every facet of sector • In-depth survey • Some interesting results……….. ©AURIL Sept2011
  • 6. Great Feedback, BUT a Wake Up Call • Our roles not fully embedded • Our worth not fully valued • There is no real career path • Some respondents − don’t understand aims − think only more experience is needed
  • 7. Populating the Visual • Survey analysis results • Broken down into − Core attributes − Core “people-related” activities − Specialist aims & drivers − Specialist activities & processes − Specialist knowledge & skills
  • 8. Main Result - A New Framework • Deconstructed to Reconstruct • “Umbrella” Framework of all aspects of our work • Uses: - Recruitment, Annual Reviews, CPD - Strategic Planning - Helping Others Understand What We Do - Helping to “Place” Ourselves • No Levels at this Stage • Toolkit to Come ©AURIL Sept2011
  • 9. Framework for BCE Engagement Aims & Drivers Aims & Drivers Delivering Delivering Economic Social Benefit Relationships Benefit Personal Qualities Communications Leadership Aims & Drivers Delivering Internal Benefit AURIL Sept2011
  • 10. Core Personal Qualities Energetic / Enterprising /Motivated / Pro-active Resilient / Tenacious / Determined / Optimistic Patient /Calm / Unflappable / Consistent Empathetic /Open / Diplomatic Ethical/ Honest/Trustworthy Reflective/Active Learner Team Player Flexible ©AURIL Sept2011
  • 11. Relationships Need to be an effective and credible: Networker /Co-ordinator /Collaborator /Partnership Mgr Recogniser / Respecter of others’ needs & standpoints Facilitator / Negotiator/ Broker/Boundary Spanner Planner / Project & Programme Manager Deliverer / Completer Finisher/ Evaluator Communications Leadership Need to be an effective and credible: Need to be an effective and credible: Information-gatherer/ Summariser Motivator / Driver Active Listener /Interpreter/Translator Decision-maker/Problem Solver Oral & Written Communicator Organiser/Conceptualiser/Prioritiser Influencer / Persuader / Responder Strategic Planner /Resource Investigator Salesperson / Promoter / Presenter Champion for Culture Change/Status Quo Challenger Lateral Thinker/Creative Thinker /Innovator/Visionary ©AURIL Sept2011
  • 12. Logic Case Study – Young People • Delivering Social Benefit – new audience engaged in knowledge flows – e.g. target communities engaged with, to access information generated by research and inform research process • Specific Aims and Drivers – could be depending on the research/messages being promoted – cultural enrichment, quality of life, wellbeing, access to education • Specific Activities and Processes – accessing events/festivals, access students, widening participation e.g. using existing social networks through students/ events and festivals to access online social media networks, and develop and repackage research to give messages in a language and format young people can relate to e.g. vox pops, podcasts, art, cartoons as well as the written word, getting young volunteers to support and develop the activities with you • Specific Knowledge – community/audience insight e.g. young people use social media to communicate and are more likely to engage online than attend a meeting • Specific Skills – audience reach and engagement – using different ways to reach and engage audiences e.g. social media • The framework would offer resources, information and links to support the users activities under each of the sub headings
  • 13. AIMS & DRIVERS Business /Employer Needs Community /Public Needs Innovations /New Technologies & Systems; Influencing public services policy, practice, Improved Competitiveness/ Profitability; effectiveness; New Businesses , Opportunities, Cultural enrichment, quality of life, health, well-being; Jobs, Skills; Core: Social welfare, national security, cohesion Drivers: Improving Skills; Access to education; Business Legislation & Developing Capacity; Drivers: Governance; Creating Opportunities; BIS Science & Society Business & Client Student /Graduate Access; Strategy; values; Raising BCE Profile; Social /Client values; Charities’ Act; Core Drivers: Nat / Local Govt Policy; Impact Agenda; Economy; Globalisation; Internal Needs Income Generation/ Research Impact; Internal Needs Enhanced Curriculum Development & Research Profile / Reputation/ Public Standing; Asset Protection / Exploitation; Enriched Student Experience; Drivers: Organisation’s Values Mission; HEFCE/HEIF/BIS Strategies; Funding; ©AURIL Sept2011
  • 14. ACTIVITIES & PROCESSES Business & Employer Services Community/Public Services Innovative Products & Services; Access to Knowledge - research, events, festivals, Sector/Discipline Clubs/Networks/Groups learning; New Business Formation/Incubation; Access to museums, Libraries, Lectures, Licensing; Joint Ventures; Core: Exhibitions, Facilities; Contract & Collaborative Research Opportunity Access to students, placements, KTPs/ Bus Development Progs Identification, volunteering ; WBL/ CPD/WFD; Opportunity Mgmt; Access to research, advisory Science Park Facilities; Project Management; boards, trusteeships; Monitoring/Evaluation; Institutional relationship Facilities Hire; Meetings & Events; Mgmt; Consultancy, Coaching; Partnership Building; Facilities Access/Hire; Widening Information gathering, storage, retrieval Participation; Enhancing Inter-disciplinarity Encouraging economic regeneration and enterprise Internal Services Administration; Plans, Policies, Processes, Internal Services Procedures, Approvals; Funding/Grant Applications, Mgmt; Research Governance, Mgmt, RIM; Contract Mgmt; Student Enterprise & Employability; Staff Development; CRM Systems; Finance; ©AURIL Sept2011
  • 15. Focus: Opportunity Management Social Internal Economic New services Research and New products Social Enterprise governance Joint ventures Volunteering / Funding and Spin outs/ups/ins Placements grants KTP/Funded Skills IP management programmes Development Business and Internal Collaborative consultancy skills WFD partnerships Contracts Contract Facilities hire Licensing management
  • 16. KNOWLEDGE & SKILLS Commercialisation Routes & Techniques Community /Cultural Routes & Techniques Commercial Insight Community/Audience Insights Profitable Deal Brokerage Not for Profit Costing & Pricing Valuing, Costing & Pricing Core Not for Profit Deal Brokerage Entrepreneurship Audience Reach & Engagement Business Innovation Management Community Cultures & Language Business Planning Championing BCE Regeneration Partnerships Commercial & IP Law Horizon Scanning Budgeting Fiscal Compliance Marketing NPD & Design Meeting Needs PPP Understanding Environment Auditing Investigative Research & Analysis Information Management Project Management & QA Budget Management Monitoring/ Evaluation Sustainability Internal Routes & Techniques Internal Customer Service Internal Routes & Techniques Championing Culture Change Funding /Grant streams Knowledge Legal / Regulatory Compliance Internal Governance Strategic Planning Reporting & Metrics; Risk Management ; Finance, FEC, VAT ©AURIL Sept2011
  • 17. STILL TO DO We have essential detailed tasks and processes to add once we have your input •Different Types of Contracts & Agreements •Different Types of Collaboration Agreements, •Consultancy •Setting up Spin-outs •Managing Volunteering
  • 18. Send any additional comments to Linda.Baines@stfc.ac.uk 07770 652509

Editor's Notes

  1. Business and Community Engagement includes knowledge transfer/exchange, Employer Engagement, Public Engagement, Lifelong Learning
  2. The Engagement ImperativeUK research – innovation gapImpact of UK research and educationTranslation across disciplines & boundariesClient/partner-focus Service driven, problem-solving......Requires a demanding skill set Opportunities for sector and for UK PLC
  3. Updating skills and expertise – explain what CPD is?CPD for BCE – whyAURIL’s role in this
  4. 5 interlinking , inter-dependent triangles. We work in all.Outer specialised “delivery” areas of Economic and Social benefit supported by Internal BenefitEach of those with top level Aims & Drivers, delivered through Activities & Processes which need Knowledge & Skills to operate effectively. Clients can be in allCommon to all Delivery benefits are core personal qualities/ attributes and three key abilities – Relationships, Communications and Leadership
  5. Activities & Processes deliver the Aims and Drivers. There are core Activities & Processes common to all. Do we have the main generic headings embraced?
  6. The Knowledge & Skills required to ensure the Activities & Processes are completed effectively. There are core knowledge & skills common to all.Have we missed anything?