Technical note Open Access

Towards a National Best Practices Resource for Research Computing and Data Strategic Planning

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

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    <subfield code="a">&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;

&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;

	&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;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;</subfield>
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