1. NSF INCLUDES Inclusion Across the Nation of Learners of Underrepresented Discoverers in Engineering and Science AISL PI Meeting, March 1, 2016 Sylvia M. James, Ed.D., Division Director, EHR Division of Human Resource Development

2. FY 2015 - Pre-Budget Activity  Internal and External Stakeholder Input: Staff and professional meetings, PAEMST & PAESMEM awardees  Director’s Workshop: June 3, 2015, thought leaders to propose ideas, strategies and approaches to transform landscape for diversity and inclusion: http://informalscience.org/research/ic-000- 000-011-055/INCLUDES_Report http://informalscience.org/research/ic-000- 000-011-055/INCLUDES_Report  Science and Technology Policy Institute (STPI) initiated evaluation to inform WGIs planning: BP Inventory 2000-2015 and literature review

3. NSF INCLUDES Plan FY 2016 – FY 2021

4. FY 2016 – Program Design and Development by NSF INCLUDES Working Group (WG)  Development of Program Design based on FY 2016 & FY2017 Budget Requests  Launch Pilots = Design and Development Launch Pilots  Backbone Organization Development = Conferences and Workshops  Evaluation Plan Development  FY 2017 Budget request: http://www.nsf.gov/about/budget/fy2017/pdf/44_fy2017.pdf http://www.nsf.gov/about/budget/fy2017/pdf/44_fy2017.pdf

5. FY 2016 Budget request includes funds from all Directorates and Offices: http://www.nsf.gov/about/budget/fy2016/pdf/44_fy2016.pdf http://www.nsf.gov/about/budget/fy2016/pdf/44_fy2016.pdf

6. NSF INCLUDES is designed to…  Create a sustainable collaborative process for inclusion in STEM of women, members of racial and ethnic groups that have been underrepresented in STEM, persons with low socio-economic status and people with disabilities

7. Long Term Goals of NSF INCLUDES are to  Fund new research, models, networks, and partnerships to lead to measureable progress at the national level and the ability to scale the concepts of diversity and inclusion.

8. Multi-year Goals:  Synthesize and build the research base for broadening participation and foster the spread and adaptation of proven effective practices  Support the identification, development, and attainment of a set of shared goals and objectives developed by stakeholders, including those from specific STEM disciplines, which are essential for achieving inclusion in the nation’s scientific workforce and in high quality STEM learning opportunities  Support local/regional and discipline-specific or crosscutting multi- stakeholder partnerships and networks (NSF INCLUDES Alliances) and support an NSF INCLUDES National Network

9. Collective Impact-style Approach to Scaling Social Innovation  Inclusion Across the National of Learners of Underrepresented Discoverers in Engineering and Science, NSF 16-544  Describes 3 essential components of NSF INCLUDES  Number of awards: 30-40 Design and Development Launch Pilots  Budget: Approximately $300,000 over 2 years for a total investment of $12.5M  Share goals and plans via a live or virtual gathering of funded Launch Pilots in FY 2017 Common agenda Shared measurements Mutually reinforcing activities Continuous communication Backbone organization Kania & Kramer, 2011.

10. Design and Development Launch Pilots Successful Launch Pilots will:  Identify measurable goals and objectives  Present bold and innovative approaches for solving broadening participation challenges in STEM and articulate the potential for scaling  Deliver models or prototypes for collective efforts to increase the participation of underrepresented groups in STEM  Identify teams of local, regional, national, and/or disciplinary-based partners and justify the contribution of team members

11. Design and Development Launch Pilots are expected to:  Test the feasibility of developing a full-scale plan beyond the pilot including sustainability  Year 1: Refine collective commitment to common set of objectives  Year 2: Implement and report the results of the collective- impact style approach  Preliminary Proposals are required (Invite/Not Invite response)  Full Proposals by Invitation only after submission of a preliminary proposal

12. NSF INCLUDES Alliances – FY 2017  Up to five NSF INCLUDES Alliances will be funded beginning in FY2017  Alliances will build from Design and Development Launch Pilots; may be reconfigured by adding new partners, collaborators or networks = new Alliance team  Proposals will propose, implement and assess solutions to address barriers to broadening participation in STEM  Key components = common goal, collective-impact style approaches & a strategy to deploy at scale  Alliances may focus on emerging fields in science and engineering or established fields that promote inclusion as key domains to advance BP  Each Alliance to be funded for 5 years at $2.5M per year

13. Backbone Organization Development – FY 2016  DCL for Conferences and Workshops to inform the development of the INCLUDES Backbone Organization will be issued in FY 2016  A successful Backbone Organization fosters communication and cohesion across the set of Launch Pilots and Alliances  It is a separate and neutral entity focused on facilitation of collective activities across the National Network  Role of the Backbone Organization:  communication, assessment, measurement of progress towards goals  data collection and monitoring, supporting implementation research  scaling technological innovations, providing technical expertise on collective impact Kania and Kramer, 2011

14. Alignment of Current BP Portfolio with NSF INCLUDES National Network  Leverage current BP Portfolio through:  Supplements, new program tracks, and Dear Colleague Letters  Partnerships with NSF INCLUDES Alliance investments

15. NSF INCLUDES National Network  NSF INCLUDES Design and Development Launch Pilots (FY 2016 & FY 2017)  NSF INCLUDES Alliances (FY 2017+)  Existing Broadening Participation Portfolio linked to Alliances  NSF INCLUDES Backbone Organization

16. Evaluation FY 2016  Baseline data assembled for the collective objectives of the FY 2016 NSF INCLUDES Design and Development Launch Pilots  Development of appropriate approaches to monitoring systems designed for NSF INCLUDES investments and pilots  Planning for post-pilot activity with a report of recommendations for future BP directions  Development and implementation of the INCLUDES social media and communications strategy by OLPA in consultation with WGIs.  Source: NSF 2017 budget request

17. Deadlines and links to NSF INCLUDES publications  Design and Development Launch Pilot Preliminary proposal deadline (required): April 15, 2016  Design and Development Launch Pilot Full proposal deadline (by invitation after review of preliminary proposal is completed): June 24, 2016  Dear Colleague Letter NSF 16-048: http://www.nsf.gov/publications/pub_summ.jsp?ods_key=nsf16048 http://www.nsf.gov/publications/pub_summ.jsp?ods_key=nsf16048  Program Solicitation NSF 16-544: http://www.nsf.gov/pubs/2016/nsf16544/nsf16544.htm http://www.nsf.gov/pubs/2016/nsf16544/nsf16544.htm

18. QUESTIONS?