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Agenda
and Speaking Faculty
Pre-Summit Workshop: September 15, 2003
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Grants
Management: Winning and Managing Grants for R&D and S&T
As
government is focusing on performance for its programs and management,
it is essential that program partners and requests be performance-based
as well. In the area of winning and managing grants for your organization,
it is essential that you develop performance measures to track the
outcomes and improve the services of your grant proposal. By developing
performance-based grants, R&D and S&T programs can ensure they are
not only meeting performance requirements, but are managing their
funding as well. Kathleen Kendrick, Agency for Healthcare
Research and Quality |
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Day
One: September 16, 2003
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| 8:30 |
Registration
and Continental Breakfast |
| 9:00 |
Keynote
Address: Updates from the Office of Management and Budget
Since the implementation of the PART, R&D programs have been asked
to assess their performance, integrating their annual and long-term
goals with their budget allocations. Since last year's assessment,
there have been some changes to the questionnaire and to the guidance
for R&D programs. This keynote address will highlight these updates
from OMB, while discussing the continued use of PART and the Executive
Scorecard for budget and performance planning.
David Radzanowski, Office of Management and Budget |
| 10:00 |
Guidance
from the Office of Science Technology Policy (OSTP)
The Office of Science and Technology Policy (OSTP) serves as a guide
for R&D managers on tough management and performance issues within
the specifics of their programs. This session will focus on guidance
to tough questions from the FY04 budget, such as the creation of
research performance plans and the use of competitive, merit-based
reviews for R&D and S&T programs.
Mike Holland, Office of Science and Technology Policy
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| 11:00 |
Logic
Model Methodology as a Tool to Measure R&D
o Create succinct and measurable end-outcomes for your research
o Develop intermediate outcomes and effective strategies to meet
end outcome requirements
o Utilize the methodology to integrate all areas of management with
program end-outcomes
Carl DeMaio, The Performance Institute/Reason Foundation
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| 12:15 |
Networking
Luncheon |
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Research
and Development Investment Criteria-Measuring R&D
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| 1:00 |
Performance
Measures and Strategies for Relevance Review
o Develop clear and articulate performance goals and priorities
during program planning process
o Outline the benefits of R&D programs to public "customers" as
well as to performance mandates
o Set clear guidelines and outcome goals by which to gauge program
success
Steven Steadman, U.S. Department of Energy, Office of
Nuclear Physics |
| 2:15 |
Performance
Measures and Strategies for Quality Review
o Integrate program merit review and funding with action plan for
agency
o Use of competitive merit-based process for promoting R&D quality
o Integrating program quality to performance measures as outlined
in GPRA
Dr. Frank Greene, USDA, Agriculture Research Service,
Office of Scientific Quality Review |
| 3:00 |
Break
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| 3:15 |
Performance
Measures and Strategies for Performance Review
o Developing performance goals, measures, strategies, and initiatives
to improve organizational performance management in RD&T offices
and laboratories
o Conducting the annual RD&T self-assessment process and implementing
solutions to issues raised during the process
o Monitoring results of measures and analyzing performance management
information
Marci Kenney, Federal Highway Administration |
| 4:30 |
Adjourn |
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Day
Two: September 17, 2003
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| 8:30 |
Registration
and Continental Breakfast |
| 9:00 |
Leadership
Panel: Managing for Results in R&D and S&T Programs: Budget Expectations
for FY05
As government begins to tighten the screws on performance, all programs
are asked to better integrate performance into their budget plans
and annual outcome goals. R&D managers are focusing on building
better evaluation systems to effectively manage their allocated
resources on an annual basis. With a second round of PART scoring
ongoing, managers are working to integrate their performance plans
with budget expectations for FY05.
David Goldston, House of Representatives Committee on
Science
Carl DeMaio, The Performance Institute/Reason Foundation
Tom Cooley, National Science Foundation |
| 10:15 |
What's
Next for Research Assessment?
R&D and S&T Performance Evaluation While there has been a focus
on performance assessment to improve the management of R&D frontline
funding, attention must also be paid to improving knowledge assessment
in R&D and S&T programs. By focusing on the work that has been
completed and analyzing the scientific ROI, programs will have
a better idea of how to manage for allocated funds. Different
approaches, methods and foci in research assessment will be explored.
Linda Parker, National Science Foundation
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| 11:00 |
Break |
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11:15
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Basic
Research: Model Indicators and Evaluation Strategies for Performance
Management
In FY04, performance criteria were established by OMB and OSTP to
score agency R&D activity in the area of basic research. A year
later, the outcome is assessed while looking at "best-in-class"
strategies for evaluations as well as performance metrics used to
gauge performance.
Mic Griben, Science & Technology Consulting Group, LLC
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| 12:15 |
Networking Luncheon |
| 1:15 |
Applied
Research: Model Indicators and Evaluation Strategies for Performance
Management
Acquire the strategies necessary to measure performance criteria
for applied research programs. Integrate best practice strategies
such as the development of quantitative measures to best align your
evaluation process towards performance management.
Marybeth Zimmerman, U.S. Department of Energy |
| 2:30 |
Break |
| 2:45 |
Earned
Value Management: Implementing a Project Management System for R&D
and S&T Programs
Innovative research requires efficient and effective management.
Earned Value Management is a project management technique that can
be easily and effectively integrated into existing R&D programs,
as seen by pilot programs in NASA and DoD. Through the use of EVM,
you can acquire the tools necessary to relate resource planning
to scheduling and technical costing to get the most effective project
management out of your program.
Sean Alexander, Vital Thought |
| 4:45 |
Adjourn |
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Post-Summit
Workshop: September 18, 2003
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| 9:00
to 4:00 |
Applying
the PART to R&D and S&T Programs
The results of the 2004 PART illustrated that 50 percent of federal
programs could not demonstrate results and lacked the long-term
goals and measures necessary to successfully manage their program.
After its pilot year, the PART underwent a series of revisions
- streamlining questions and asking managers to provide more performance
measures to quantify the progress in their programs. While the
PART continues to refine itself, managers are tasked wit integrating
their program's budget and management with performance. This workshop
is a step-by-step walkthrough of the PART, detailing every question
from section of the questionnaire, complete with the changes for
FY05. Learn best practice strategies to not only get a higher
score on your questionnaire, but learn management strategies and
frameworks to make the PART a logical explanation of your program's
successful planning, management and results.
Element
One: Program Purpose and Design
Element Two: Program Planning
Element Three: Program Management
Element Four: Program Results
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Or
by calling us at
703-894-0481 |
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| Venue |
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R&D
and S&T Program Performance
will be held at the Performance Institute in Arlington, Va., just
one block east of the Courthouse Metro stop on the Orange Line.
A public parking garage is located inside the building.
The
Performance Institute
1515 N. Courthouse Rd.
Suite 600
Arlington, VA 22201
703-894-0481
A
continental breakfast and catered lunch will be provided for all
delegates.
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| Hotel |
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Performance Institute is located just two blocks from the Quality
Courthouse hotel, where a limited number of rooms have been reserved
at a discounted rate of $129 per night. Please call the hotel at
the number below to make reservations, and be sure to ask for the
Performance Institute conference rate.
Quality
Courthouse
1200 N. Courthouse Rd.
Arlington, VA 22201
703-524-4000
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| Tuition |
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The
fees for attending R&D
and S&T Program Performance are:
| Conference
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$1095 |
| Pre-Summit
Workshop |
$400 |
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Post-Summit
Workshop
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$500 |
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| Group
Discounts |
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Reduced tuition rates for delegates who attend in groups of three
or more are available by calling Bret Johnson at 703-894-0481, or
emailing him at [email protected]. |
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