CUCSA Workgroup Chair Orientation ANR | Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco CUCSA Workgroup Chair Orientation Lina

Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco About the Workgroups The CUCSA workgroup consists of a team of leaders. While the designated team leader will be responsible for coordinating everyone’s efforts and facilitating the process, everyone is expected to fully contribute to the group’s efforts and outcome. Lina

Leadership Characteristics Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco Leadership Characteristics Proactive Flexible/ Adaptable Good Communicator Respectful Enthusiastic Open-Minded Seek Feedback Open to Change Resourceful Appreciative Knowledgeable Organized Evaluative Consistent Initiative Supportive Lina

Chair Responsibilities Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco Chair Responsibilities Provide framework for workgroup success Assess team’s strengths to workgroup productivity Send meeting reminders prior to each meeting  Facilitate each meeting/con-call  Distribute meeting minutes following each meeting  Check progress against project timeline  Determine who is responsible for what and when it is due  Obtain input from CUCSA leadership before acting on CUCSA’s behalf  Coordinate and ensure compilation of workgroup report Lina

Workgroup Member Responsibilities Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco Workgroup Member Responsibilities Contribute Collaborate Communicate Constructive Conflict and Resolution Complete Assigned Work Lina

CUCSA Leadership Responsibilities Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco CUCSA Leadership Responsibilities Provide Guidance Identify Resources Communicate Monitor Progress Approve Workgroup Actions (as needed) Lina

2016-2017 Timeline and Deliverables Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco 2016-2017 Timeline and Deliverables September 7, CUCSA Meeting Introductions Establish regular meeting schedule Begin to clarify project scope September Clarify project scope Agree on project deliverables Identify key stakeholders and resources for information Brainstorm key tasks or milestones Establish preliminary timeline Determine who is responsible for what and when it is due Lina

2016-2017 Timeline and Deliverables Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco 2016-2017 Timeline and Deliverables September 30 Finalize project scope document summarizing key information Obtain CUCSA leadership approval of scope October – November Draft surveys or interview guides, as needed Identify resources and begin to collect research December 7 – 9, CUCSA Meeting Presentation to include overview of project scope, deliverables, milestones, timeline, early discoveries Solicit delegates’ input or support Lina

2016-2017 Timeline and Deliverables Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco 2016-2017 Timeline and Deliverables January - February Review findings to-date Determine what additional information is needed based on preliminary findings Adjust scope March 1-3, CUCSA Meeting Presentation to include changes to scope, preliminary findings, early conclusions Solicit delegates’ input or support Lina

2016-2017 Timeline and Deliverables Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco 2016-2017 Timeline and Deliverables April - May Complete data gathering and analysis Agree on workgroup final conclusions and recommendations/”asks” of UCOP Determine sections of final report Write the report Edit the report June 5 1st draft of workgroup report is complete and submitted to CUCSA leadership Draft report is used to create final workgroup presentation Lina

2016-2017 Timeline and Deliverables Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco 2016-2017 Timeline and Deliverables June 7 – 9, CUCSA Meeting Final presentation to include project purpose, key findings, final analysis, recommendations/asks of UCOP Solicit delegates’ input or support June 16 Obtain workgroup report feedback from CUCSA leadership Edit the workgroup report, as needed Remember to inform or involve fellow workgroup members, as appropriate June 23 Final workgroup report due Lina

Resources CUCSA Website CUCSA Sharepoint Site Google Drive Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco Resources CUCSA Website CUCSA Sharepoint Site Google Drive Samples and Templates Presentation samples (December, March, June) Workgroup writing tips Sample agenda and meeting minutes New report template Presentation template Sample report Lina