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1 Embedding impact; effecting institutional change through the development and rollout of an Impact Capture System Julie Bayley Impact Officer Senior Researcher in Health Psychology Email: [email protected] Twitter @Julie_covuni Julia Ryall Programmes Director Post Award Email: [email protected] •To share Coventry’s experience of embedding impact Purpose •To offer insight into developing strategies for your own institution Aim •Research directors, managers and officers, funders, stakeholders Audience •Brief, to support planning for your institution Exercises Resources •Blog - http://blogs.coventry.ac.uk/researchblog/category/impact/ •Session materials (slides, booklet) •Link to paper and slides (“Strategies for the management and adoption of impact capture processes”) from EuroCRIS 2014 •Link to “How-to guide for developing an Impact Capture System”, LSE Impact of Social Sciences blog post Overview 1. Background and HE context 2. Coventry approach (with ‘ERIC’) 3. Research support context 4. Next steps 5. Q&A Section 1 Background and context Research Impact Research Councils UK (RCUK) definition: 'the demonstrable contribution that excellent research makes to society and the economy'. Broad types: Academic Economic Societal Environmental Impact Drivers REF 2014 Impact added to assessment criteria (not in RAE 2008) Academic excellence 65% Impact 20% Retrospective tracking and capture Expected increased weighting for impact in REF 2020 Increased funder requirements for impact (eg. Horizon 2020) ‘Return on Investment’

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Page 1: Section 1 Background and contextblogs.coventry.ac.uk/.../5/2014/06/ARMA-104-Coventry-Impact-hando… · Embedding impact; effecting institutional change through the development and

1

Embedding impact; effecting

institutional change through the

development and rollout of an

Impact Capture System

Julie BayleyImpact Officer

Senior Researcher in Health Psychology

Email: [email protected] @Julie_covuni

Julia RyallProgrammes Director

Post Award

Email: [email protected]

•To share Coventry’s experience of embedding impactPurpose

•To offer insight into developing strategies for your own institutionAim

•Research directors, managers and officers, funders, stakeholdersAudience

•Brief, to support planning for your institutionExercises

Resources

•Blog - http://blogs.coventry.ac.uk/researchblog/category/impact/

•Session materials (slides, booklet)

•Link to paper and slides (“Strategies for the management and

adoption of impact capture processes”) from EuroCRIS 2014

•Link to “How-to guide for developing an Impact Capture

System”, LSE Impact of Social Sciences blog post

Overview

1. Background and HE context

2. Coventry approach (with ‘ERIC’)

3. Research support context

4. Next steps

5. Q&A

Section 1

Background and

context

Research Impact

• Research Councils UK (RCUK) definition:

– 'the demonstrable contribution that excellent

research makes to society and the economy'.

• Broad types:

– Academic

– Economic

– Societal

– Environmental

Impact Drivers

• REF 2014

– Impact added to assessment criteria (not in RAE 2008)

• Academic excellence 65%

• Impact 20%

– Retrospective tracking and capture

• Expected increased weighting for impact in REF 2020

• Increased funder requirements for impact (eg. Horizon

2020)

• ‘Return on Investment’

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2

Related context

• Ongoing discussions on measurement, assessment and

definitions e.g.

– Acceptable metrics

– Appropriate metrics

– Altmetrics

– Proxy measures

• Related drives eg. Open Access, international strategy

• Increasing focus on how to embed change institutionally

• How do we develop a systematised approach?

Challenges

• Experience of REF 2014

• Impact understanding /

awareness

• Impact is not static or

universally accepted

• Scepticism and suspicion

• Standardisation across

disciplines

• Attribution and ownership

• Intangible impact

• Time lag / tracking

• Control of information

• Bridging academic /

business divide

• Combining narrative with

metrics

• Non-funded projects

Section 2

Coventry University

Approach

EXERCISE 1

Booklet page 6-7

Impact is a good thingImpact can be captured

by an academic self service system

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Impact capture and assessment are separate

activities

Different impacts can be ranked / weighted

Ranking / weighting impact is motivating for

academics

Priority should be placed on REF 2020 impact rather

than impact in broader terms

Impact is a ‘virtuous activity’Academics are suspicious

about Centrally led initiatives

Page 4: Section 1 Background and contextblogs.coventry.ac.uk/.../5/2014/06/ARMA-104-Coventry-Impact-hando… · Embedding impact; effecting institutional change through the development and

4

“Embedding Research Impact at

Coventry” (ERIC)

• JISC funded project (2012) to develop a pilot impact

capture system

• System to plan and capture impacts from project inception

• VC commission: redeveloped to cover whole university

• Development:

– Development of impact markers

– Review of literature and guidance

– Academic and stakeholder consultation

*http://www.publicengagement.ac.uk/about/impact-analysis

Prototype development process

1. Impact needs analysis

Business and

Community

Engagement

2. Create content

Research

3. Technical process review

/ system adaptation

Information

Management

4. Pilot test system

Research

Full rolloutPilot

Purchase database Full launch

Consultation and engagement

across faculties

Modify/ extend database

Embedding

External literature / guidance

‘ERIC’ system

• Built within existing CU Research Information

Management system (BIDS)

• Add details of (multiple) planned impacts, those

which occur unexpectedly or remove those which

do not transpire.

• 4 steps to add an impact…..

1. Plan impact 2. Plan evidence

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3. Set email

reminders4. Add evidence / defer / update

Benefits of ERIC

• ‘Institutional memory’

• Flexible system supports impact planning from project

inception

• Build and monitor ongoing impact portfolios

• Reduced reporting burden for REF 2020

• Support funding bids / reports to funders

• CU marketing, case studies and reputation building

Consultation feedback

Barriers Facilitators

0

2

4

6

8

10

12

14

16

18

20

Time /

workload

System

familiarity

Impact

awareness

System

difficulties

Attribution

and tracking

0

2

4

6

8

10

12

14

16

18

20

Training Raise

awareness

System

edits

Link across

university

Utilise data Access Increase

relevance

Section 3

Research Support

Context

Supporting the Impact Agenda

• Coventry’s Story: Past, Present, Future

• Changes in the Project Life Cycle

• Tensions, concerns, worries, solutions….

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6

Coventry University Commitment

• Part of new “Excellence with Impact” strategic plan

• Impact Capture System (ERIC)

• Central Impact Officer (Academic)

• Faculty / research centre based impact personnel

• Broad and growing support structure for impact support

• Increasing reputation and presence across higher education

• Impact is valued

Impact across the project lifespan

Research

project £

Academic

outputCitations Impact

From...Impact considered at the end of the project..

Academic

“project”

Academic

outputCitations and metrics

ImpactOther

dissemination

Impact monitoring / evidencing

Impact planning

To…Impact built in from the start of a project…

Academic’s

Impact

Funded Projects

Non-Funded

Events / Conferences

To..

ArticlesMedia

Presence

EsteemMarkers

BIDSEventsForce

Ethics

Moodle RepositoryM&C

??

Publicly

Funded

Projects

£

Articles

From…

DisseminationConference

BIDS

Repository

Impact

Academics Heterogeneous

Research Support

Homogeneous

Strategic leads

Themes

Impact ‘Cogs’

We don’t know

what the Strategic

Leaders will require next

New different

drivers? When?

? What is the

information for

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Academics Heterogeneous

Research Support

Homogeneous

Strategic leads

Themes

Everything?

Cross Cutting

Subject Specific

Indexed / Meta Tags

Immediacy

Impact ‘Cogs’

MoreFUNDING

Benchmarking

Ownership

OrganisationalReputation

Own Reputation

Longevity

RE-USE

PerformanceMeasure?

Ranking

Standardisation

Individuals

Key Challenges

Diverse

Context

Impact ‘Cogs’

Ownership

OrganisationalReputation

Own Reputation

Longevity

Standardisation

Individuals

Key Challenges

DiverseEverything?

Cross Cutting

Subject Specific

Indexed

ImmediacyRE-USE

Benchmarking

PerformanceMeasure?

Context

Academics

Research

Support

Strategic leads

Exercise 2: Your cogs

Booklet page 13

Section 4

Next steps

.…as a Sector

• Build in impact from the start

• Translate “Impact”

• Engage Academics

– Behaviour change, embed, deal with suspicion…

• Engage Stakeholders

• Build networks (internal and external)

• Bridge academic / research support divide

….at Coventry

• Continue building and rolling out system

• Grow impact culture / infrastructure

• Embedding impact and behaviour change

• Training

• System changes

• Dissemination (papers, reports, blogs)

Exercise 3: .…at your Organisation

1.

2.

3.

Booklet page 15

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Summary

• Top-down support for bottom-up development

• Consider what works in your context

• ‘Engage not enrage’ academics

• Across-university system interaction

• Continued dialogue and revision

• Centralised and committed approach, locally translated

• Partnership is key

Thank you

Questions?

Julie BayleyEmail: [email protected]

Twitter @Julie_covuni

Julia RyallEmail: [email protected]

Exercise

• Proportional Impact Engagement (PIE)

chart