January 21, 2022 Technical note Open Access

Schmitz, Patrick; Brunson, Dana; Mizumoto, Claire; Jennewein, Douglas; Strachan, Scotty

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  <identifier identifierType="DOI">10.5281/zenodo.6394989</identifier>
  <creators>
    <creator>
      <creatorName>Schmitz, Patrick</creatorName>
      <givenName>Patrick</givenName>
      <familyName>Schmitz</familyName>
      <nameIdentifier nameIdentifierScheme="ORCID" schemeURI="http://orcid.org/">0000-0003-0659-6880</nameIdentifier>
      <affiliation>Semper Cogito</affiliation>
    </creator>
    <creator>
      <creatorName>Brunson, Dana</creatorName>
      <givenName>Dana</givenName>
      <familyName>Brunson</familyName>
      <nameIdentifier nameIdentifierScheme="ORCID" schemeURI="http://orcid.org/">0000-0002-9778-4213</nameIdentifier>
      <affiliation>Internet2</affiliation>
    </creator>
    <creator>
      <creatorName>Mizumoto, Claire</creatorName>
      <givenName>Claire</givenName>
      <familyName>Mizumoto</familyName>
      <nameIdentifier nameIdentifierScheme="ORCID" schemeURI="http://orcid.org/">0000-0003-0028-6013</nameIdentifier>
      <affiliation>University of California San Diego,</affiliation>
    </creator>
    <creator>
      <creatorName>Jennewein, Douglas</creatorName>
      <givenName>Douglas</givenName>
      <familyName>Jennewein</familyName>
      <nameIdentifier nameIdentifierScheme="ORCID" schemeURI="http://orcid.org/">0000-0002-8361-8361</nameIdentifier>
      <affiliation>Arizona State University</affiliation>
    </creator>
    <creator>
      <creatorName>Strachan, Scotty</creatorName>
      <givenName>Scotty</givenName>
      <familyName>Strachan</familyName>
      <nameIdentifier nameIdentifierScheme="ORCID" schemeURI="http://orcid.org/">0000-0003-4035-9723</nameIdentifier>
      <affiliation>University of Nevada</affiliation>
    </creator>
  </creators>
  <titles>
    <title>Towards a National Best Practices Resource for Research Computing and Data Strategic Planning</title>
  </titles>
  <publisher>Zenodo</publisher>
  <publicationYear>2022</publicationYear>
  <subjects>
    <subject>Research Computing and Data</subject>
    <subject>RCD</subject>
    <subject>RCD Professionals</subject>
    <subject>CaRCC</subject>
    <subject>Strategic Planning</subject>
    <subject>RCD Nexus</subject>
  </subjects>
  <dates>
    <date dateType="Issued">2022-01-21</date>
  </dates>
  <resourceType resourceTypeGeneral="Text">Technical note</resourceType>
  <alternateIdentifiers>
    <alternateIdentifier alternateIdentifierType="url">https://zenodo.org/record/6394989</alternateIdentifier>
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    <relatedIdentifier relatedIdentifierType="DOI" relationType="IsVersionOf">10.5281/zenodo.6394988</relatedIdentifier>
    <relatedIdentifier relatedIdentifierType="URL" relationType="IsPartOf">https://zenodo.org/communities/carcc</relatedIdentifier>
  </relatedIdentifiers>
  <rightsList>
    <rights rightsURI="https://creativecommons.org/licenses/by/4.0/legalcode">Creative Commons Attribution 4.0 International</rights>
    <rights rightsURI="info:eu-repo/semantics/openAccess">Open Access</rights>
  </rightsList>
  <descriptions>
    <description descriptionType="Abstract">&lt;p&gt;A PEARC21 workshop gathered Research Computing and Data (RCD) professionals to discuss leading practices&lt;br&gt;
for developing effective strategic plans for their Research Computing and Data programs. Workshop participants&lt;br&gt;
were familiar with issues around supporting Research Computing and Data, had experience contributing to&lt;br&gt;
strategic planning, and had some exposure to the RCD Capabilities Model. Workshop participants learned about&lt;br&gt;
common practices for strategic planning, heard from a panel of three RCD program leaders who described their&lt;br&gt;
campus culture/climate around strategic planning and support for RCD, their group&amp;rsquo;s approach to RCD planning,&lt;br&gt;
and the role of the RCD Capabilities Model in this context; and engaged in a discussion with the panelists on these&lt;br&gt;
topics. Workshop participants then broke into groups to explore and compare current strategic planning practices at&lt;br&gt;
their respective institutions, and additionally to identify requirements for a community resource to support strategic&lt;br&gt;
planning.&lt;/p&gt;

&lt;p&gt;This report documents the workshop activity and findings, including shared observations as well as&lt;br&gt;
recommendations. In particular, we detail four themes that emerged as &amp;ldquo;Desired elements of a strategic planning&lt;br&gt;
resource&amp;rdquo;:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;A repository of templates, examples, and models of strategic planning&lt;/li&gt;
	&lt;li&gt;A collection of narratives and use-cases that describe successful programs&lt;/li&gt;
	&lt;li&gt;Examples and practices for communication strategies related to strategic planning&lt;/li&gt;
	&lt;li&gt;A program of mentoring and identifying expertise related to strategic planning&lt;/li&gt;
&lt;/ul&gt;

&lt;p&gt;We describe possible approaches to assembling these resource elements as part of the RCD Nexus Resource and&lt;br&gt;
Career Center, noting that while there is a close alignment between the goals of a strategic planning resource as&lt;br&gt;
envisioned by the workshop participants and the goals for the RCD Nexus program and associated CaRCC working&lt;br&gt;
groups, the resources available during the Demo Pilot phase of the NSF supported RCD Nexus CoE program are&lt;br&gt;
limited, and some of the recommendations may need to be incorporated into NSF proposals for a full CoE program.&lt;br&gt;
Finally, we note some related efforts that are exploring similar issues.&lt;/p&gt;</description>
  </descriptions>
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