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Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA President, CarthaGlobal Ventures LLC October 4, 2011 The Project Management Institute-Quad Cities Chapter Meeting

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Page 1: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA

President, CarthaGlobal Ventures LLC

October 4, 2011 The Project Management Institute-Quad Cities Chapter Meeting

Page 2: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Rubes

Problems in Search of Solutions…. AND

Solutions in Search of Problems…. Rubes

Page 3: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

= “Socialization of Aspirations” is my business imperative!

An Eye for Matchmaking: Gathering and Translating Aspirations into Action

in academic (technological and social) innovation management context To Advance Global Good

Rubes

Page 4: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Have you been asked lately?

“What are your aspirations for humanity?”

Page 5: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

PART I: Recognizing one’s own aspirations Case Study: An informal collegial network-TMGH 2002 PART II: Defining need for collaborative aspirations Case Study: A 501c3 non-profit-CARTHA 2006 PART III: Managing aspirations across different phases Your input: Jointly reflecting on roles for Project Managers

Page 6: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

PART I: Recognizing one’s own aspirations Case Study: An informal collegial network-TMGH 2002

Page 7: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

MARIA FREIRE

2002

2004

CHAD GARDNER

2003

2005

2011

Page 8: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Glocal Presence: An Industry of “Global Good” (i.e., who are the partners for academe’s connections into humanitarianism?)

….into numerous other organizations!

Connecting the dots across sectors….

Page 9: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

How you A S P I R E

may make a world of difference for ALL

Page 10: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

PART II: Defining need for collaborative aspirations Case Study: A 501c3 nonprofit-CARTHA

Collaborative Arts in Research Translation for Human Advancement An educational 501c3 nonprofit organization

Program areas: Academic-Public-Private Partnerships, Technology Transfer,

Global Health, Sustainability, and Social Responsibility

Page 11: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Research Translation

Goals

Humanitarian Impact

Objectives

Academic-Practitioner Networks of Collaborative Doers

Widening the positive impact of technological and social innovations MOMENTUM

MOVEMENT C2G2: building Collaborative Competence within multisector partnerships for Global Good

Page 12: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Global Health Council Washington DC, 2006

ACCT, Ottawa, 2006

Universal Forum of Cultures Monterrey, Mexico, 2007

GH-Academia Partnerships, 2008 Global Water-Access, 2009

Health Technology Innovation Workshop in Recife, Brazil, 2008

Culture of Innovation in S&T Hyderabad, India, 2006

2007-San Francisco 2008-San Diego 2009-Orlando 2010-New Orleans 2011-Las Vegas

Page 13: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Medical education curricula on water-borne illnesses:

Integrated across medicine, public health, literature, media

Ana Vasudevan in Coralville, June 2011 Summer Student Intern from Atlanta and founder of CARTHA at Berkeley student chapter

Devasena Gnanashanmugam, Neil Shulman, Usha Balakrishnan Atlanta, April 2011

Linda Harrar

Yvonne Owuor

Page 14: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Rodrigo Correa de Oliveira

Carlos Lucena de Aguiar

Carlos Morel

Reinaldo Guimarães

Birthing Invention-Historians

World Health Organization SSI-TDR Meeting, Bellagio, Italy

February 2009

Page 15: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Ajailiu Niumai Hyderabad, India

2006

Alisha Apale Montreal, Canada

2007

Amie Ohlmann Iowa, 2011

Luke Juran Iowa, 2007 Burcu Esmer

Turkey, 2008

Stephanie Baer New York, 2011

EXPERIENTIAL WINTERIMS DIASPORA

PHILANTHROPY & NGOs

COLLABORATIVE LITERACIES

ACROSS SECTORS

Sarita Patnaik Morocco, 2011

Assata Caldwell Iowa, 2011 Ana Vasudevan

Atlanta, 2011

Page 16: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

With whom we A S P I R E

may make a world of difference to YOU

Page 17: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

PART III: Gathering resources from different sectors Your input: Jointly reflecting on roles for Project Managers

Project Managers like YOU: Can you help?

“A culture of innovation demands innovations in culture.” ~ Sridhar Ramamoorti, Atlanta, Georgia (2006)

Page 18: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

sk about others’ aspirations and share yours

eek out collaborators to craft a future trajectory

artner with others to create thoughtful dialogues nduce leveraging of cross-sector resources

ecognize wider needs in collaborative landscapes

nergize human collaborative spirit in young and old

for Humanity T O G E T H E R

Project Managers like YOU: How/where can you help?

Page 19: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

ASPIRATION TMGH CARTHATM

The Moment 2002-2011 2006-ongoing

Structure, Governance, Activities

UNPLANNED to MERGED Group in a professional society; now in CARTHA

PLANNED+UNPLANNED US 501c3 nonprofit Steady/new volunteers

Team Evolution Sector-specific: Arising in particular profession

Arising from contacts in diverse disciplines, sectors, regions

Defining the Purpose

Managerial creativity in patent licensing contexts to improve global health

Cultivating academic-practitioner networks of Collaborative Doers to advance global good

Financial Support 3 philanthropic grant(s) over 3 yrs: $500,000.

5-yr income-expenses total: $76,000. Funding/donor support needed.

Staffing All-volunteer. Staff paid in 2005-06. None. All-volunteer as of now.

Page 20: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

ASPIRATION TMGH CARTHATM

Rationale that attracts appropriate people for team-building purposes

APPLY to tech transfer context global health as defined by funders (access to essential medicines for neglected diseases)

CREATE words and models to describe need for a new type of professional who could be a key participant in advancing global good. A more equitable world.

Coining terms for “novel” activities

“Global Health Technology Transfer” used in first survey conducted in 2005

CARTHA, Collaborative Doer, Collaborative Competence, C2G2 Model, Collaborative Doing, Glocalize, Glocalizer

Organizing Volunteers

6 to >300 volunteers 1 to 7 to >55 to…….(hard to keep count anymore)…….????

Page 21: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

ASPIRATION TMGH CARTHATM

Project Period Envisioned

2002-2011; Now adapted within CARTHA’s programs

2006-perpetual

Formalized Expansion Trajectory

Informal network gave rise to novel insights Eventual “merger” of some themes into CARTHA Ongoing topics at campuses Scholarships at professional societies

Student Chapters Fellows’ works in their respective professions; Possible crafting of a 501c6 organization. How to fund all this?

Impacts Culture shift has taken place slowly: Standardized humanitarian licensing provisions in academic TT practice. Took ~6 years.

Reverberations of C2G2 Cultures begun in so many locations in 5 yrs. Next phases TBD.

Page 22: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

ASPIRATION TMGH CARTHATM

Measuring cultural and attitudinal shifts in a professional community

Actual shifts in managerial practice are occurring. Global health issue is considered no longer as “novel” in academic TT practice. However, significant challenges remain—and new problems crop up constantly—in addressing global health problems. Definition of “global health” itself has shifted over the last 5 years. There is no common definition as such.

Economic viability, staffing needs, seed funds, and program implementation speed will always be a concern! Customized online work tools, databases, visual maps of Collaborative Doings, social media. Who will fund this?

Longer-term Impacts

Not possible to track through TMGH as such since TMGH has been adopted now into CARTHA’s programs.

Independent evaluation and metrics needed. Who will do this? Who will fund this?

Page 23: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Research Translation

Goals

Humanitarian Impact

Objectives

“Pre-pairing Minds to Create Chance” WEAVING ASPIRATIONS FOR HUMANITY:

A Variant Form of Competence and Creativity in the Pursuit of Excellence, Innovation, Partnerships, and Entrepreneurship

Human Aspiration

Socialization of

Aspirations

Collaborative Arts

Chances for advancing

Global Good

Recognizing Needs and Matching Resources: Project Management Capacity is Essential through All Phases!

Page 24: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,
Page 25: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

THE HAPPY CAMPERS

T O G E T H E R

Rubes

Page 26: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

I express gratitude to: Raman Aravamudhan for suggesting me as a speaker at PMI.

Tushar Bhandarkar for coordinating the speaking engagement details. Luke Evans for coining the words for my life’s purpose: “Socialization of Aspirations”

Sri Ramamoorti, Jack Cameron, and Monika Ahuja for their early brainstorming help as I developed the content of this presentation.

Questions, Interests, Feedback are very welcome!

Contact Details

Usha R. Balakrishnan [email protected]

319-248-9625 www.cartha.org

www.carthaglobal.com

Page 27: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

New Approaches to Traditional Challenges

Collaborative Doers

New Academic-Practitioner Initiatives

New Organizations

Formulation of New Problems

and Challenges

“GLOBAL GOOD” METRICS

“GLOBAL GOOD” LEADERS

Build Collaborative Competence

Study Current Practice

Provide Tools for

Innovators

Conduct Training and Development

Page 28: New Usha R. Balakrishnan Founder, CEO, and Board Chair, CARTHA … Challenge of Managing... · 2011. 10. 4. · Usha R. Balakrishnan . Founder, CEO, and Board Chair, CARTHA . President,

Online Community Networking

Web-based Learning Platforms

Technology Measures

Provide Tools for Innovators

Case Studies Immersive Learning

Career Development Counseling

Fellows Interns

Training and Development

Metrics Outcomes Reporting

Empathy Governance Leadership

C2G2SM Roles Contexts

Study Current Practice

Donors Grantees Organizations

Conferences Workshops Media

Academics Professionals

Build Collaborative Competence