1. 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
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2. 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.
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3. 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
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4. 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

5. 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

6. 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

7. 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
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

8. 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
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

9. 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
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

10. 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
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

11. 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
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

12. 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
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