I-Corps-L ExecSum QED 2014 5.0. Docx

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    QED, May 2014 I-Corps-L Pilot Executive Summary

    Innovation Corps for Learning

    I-Corps-L Pilot EvaluationExecutive Summary

    May 2014

    By

    Gary Lichtenstein, Ed.D.

    Cathleen Simons, Ph.D.

    Sheri D. Sheppard, Ph.D.

    The I-Corps-L pilot was planned from June through December 2013. During that time, NSF

    Program Officer Dr. Don Millard recruited Dr. Karl Smith as lead PI for the course, and he in turn

    recruited Dr. Ann McKenna and Dr. Chris Swan as teaching team co-PIs. The PIs also recruited

    Drs. Russ Korte, Micah Lande, Shawn Jordan, and Bob MacNeal as co-instructors, as well as

    Brandy Nagel as course TA. Jerry Engel, I-Corps National Faculty Director, provided consulting

    support. ASEE provided logistical support, with Rosio Chavela as the lead contact.

    During December 2013, Dr. Millard recruited 11 teams to participate in the pilot (9 teams began

    and completed the process). Dr. Millard selected the teams from a pool of currently funded PIs

    executing EHR grants. As with I-Corps, each team consisted of an Entrepreneurial Lead (EL),

    Principal Investigator (PI), and Mentor (M). Also as in I-Corps, each participating team received a

    $50,000 supplement for participating. Unlike I-Corps, the I-Corps-L ELs were usually mid-career

    engineering education professionals rather than graduate students, and the Mentors usually did

    not have business experience. The pilot was launched with a 3-day Kick-Off in Washington D.C.beginning January 8, 2014, continued with five weekly webinars in January and February, and

    concluded with a 2-day Wrap-Up on February 27-28, also in Washington, D.C.

    Evaluation data include surveys at Intake, after the Kick-Off, after the Webinars, and after the

    Wrap-Up. Survey response rate was 80% overall, although response to the Wrap-Up survey

    dipped to 69%. Surveys were adapted from those used in I-Corps courses (the National Collegiate

    Inventors and Innovators AllianceNCIIAgenerously provided I-Corps survey instruments and

    comparison data to QED). In addition, QED interviewed each PI, each team at least once and

    some up to three times, NSF Program Officers, and other stakeholders (25 interviews total). QED

    also used I-Corps and I-Corps-L program documents, LaunchPad Central resources, and

    observation notes.

    Outcome data revealed some similarities among as well as differences between the I-Corps-L

    cohort and typical I-Corps cohorts. Average increase in participants knowledge of the 9

    components of the Business Model Canvas, upon which the course was based, was similar.

    Proportion of go vs. no-go decisions was also similar. Approximately 83% of PIs from both

    groups report that they will use the concepts of the course in their future research.

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    QED, May 2014 I-Corps-L Pilot Executive Summary

    Yet only 50% of I-Corps-L ELs and PIs reported that will seek other funding for their innovation

    after the course, compared to 81% of those from I-Corps. Also, 44% of I-Corps-L participants

    reported that they found a viable commercialization path for their innovation, compared to 80%

    of those in I-Corps. In terms of course ratings, 29% of I-Corps-L participants reported that the

    course fell below their expectations, compared to 4% in I-Corps. Comparable numbers in each

    group reported that the course met their expectations (about 30%), while 43% of I-Corps-L

    participants reported that the course exceeded their expectations, compared to 64% for I-Corps.

    Overall course rating for I-Corps-L was 3.6/5.0 (betweenfairly goodand very good).

    Key successes among the I-Corps cohort include:

    Participants highly valued the process of customer discovery. Even during the course,

    they began applying it to their teaching and other projects. Respondents reported

    that customer discovery was the most valuable part of the course.

    Participants were excited about the potential of the Business Model Canvas (BMC).

    88% believe the BMC has moderate or extreme potential for designing learning

    innovations, and roughly 80% agreed that they will apply the BMC in their teaching

    and research.

    Projects were modified (some substantially) to improve scalability and sustainability.

    Key challenges include:

    Preparing the teaching team. PIs acknowledged that they did not have sufficient

    training or background to translate BMC components into the education ecosystem

    context. Only 45% of respondents agreed that the teaching team effectively applied

    the BMC to learning innovations.

    Delivering the course. Only 67% of respondents (compared to 95% in I-Corps) agreed

    that activities were well-suited to the objectives of the course. I-Corps pedagogy was

    challenging to the I-Corps-L participants, only 48% of whom agreed that the

    educational climate was conducive to learning.

    Incorporating elements of the engineering ecosystem into the I-Corps language and

    BMC. Team members were challenged by two BMC components in particular:revenue streams and cost structure. While they acknowledge that the underlying

    concepts are relevant, disconnects between decision-makers and users adds

    complexity to the ecosystem that was not addressed by the examples used during the

    course. Many participants were challenged in applying the BMC to their specific

    innovations, and several commented that they were hampered by the teaching

    teams not being familiar with their innovation.

    QED recognizes the terrific potential of I-Corps-L as a vehicle for improving scalability and

    sustainability of learning innovations. In order for the promise of I-Corps-L to be realized, values

    of scalability and sustainability need to be integrated into and aligned with the engineering

    education ecosystem. Two key issues include:

    Building expectations, supports, and incentives for scaling and sustaining learning

    innovations into the grant solicitation, review, and evaluation process. NSF program

    officers, as well as I-Corps-L team members and I-Corps-L PIs, agreed that if NSFs

    goal is to promote scalability and sustainability of initially funded projects, that

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    expectationas well as supports and incentives for integrating those valuesmust be

    built into the grant solicitation and review process.

    Building expectations, supports, and incentives among PIs and higher education

    institutions.PI team members do not typically see it as their role or responsibility toscale and sustain learning innovations. Current higher education incentive structures

    so not typically support for those sorts of activities.

    QED believes that, although the I-Corps-L pilot wasnt perfect, everyone involved benefitted from

    going through it and they recognize the potential of the approach for improving implementation

    projects as well as research projects. We offer the following recommendations:

    Successes

    1) Continue to offer I-Corps-L courses for engineering education PIs, ELs, and

    Mentors. All participants valued the customer discovery process as well as applying

    the BMC to their innovations.

    2) Continue to adapt I-Corps to the I-Corps-L Community. Uniformly high results on

    I-Corps surveys suggest that I-Corps is expertly tailored to the audience and

    ecosystem of the start-up environment. Lower ratings on many I-Corps-L survey

    items suggest that course content and delivery were not aligned to the expectationsand/or dispositions of the I-Corps-L audience. If customer discovery were conducted

    on I-Corps-L, either through review by an advisory board and/or by putting a

    team through I-Corps (or I-Corps-L) with I-Corps-L being the learning innovation

    developed, we anticipate that the outstanding results obtained with I-Corps would

    begin to be reflected by I-Corps-L teams.

    Challenges

    3) More training for I-Corps-L instructors. The new faculty training for I-Corps, as

    described in the 2013I-Corps Faculty Development Program Workbook, includes 22

    hours of formal training with experienced I-Corp faculty, in addition to participating inI-Corps sessions, coaching two participant teams, providing feedback during team

    presentations, and shadowing the teaching team. The I-Corps-L teaching team

    worked very hard in a short amount of time to get up to speed on the many facets of

    I-Corps and we commend them. In future cycles, QED recommends that the I-Corps-L

    budget and timeline include structured and mentored training by experienced I-Corps

    instructors. Also, if prospective I-Corps-L faculty served as adjuncts in an I-Corps

    course prior to leading I-Corps-L, their familiarity with the course and the Business

    Model Canvas would be strengthened.

    4) Build professional diversity into the I-Corps-L teaching teams. Include on the

    I-Corps-L teaching team I-Corps instructors who have both business experience and

    expertise in higher education contexts.

    5)

    Review appropriateness of I-Corps teaching strategies for the I-Corps-L participants.

    I-Corps-L participants careers focus on researching and/or implementing best

    practices related to teaching and learning. While some valued the very direct and

    aggressive instructional strategies used in I-Corps, many others were put off and/or

    offended by them. The teaching team reverted to a more collaborative approach mid-

    way through the course. In the future, I-Corps-L developers should anticipate

    participants expectations of what constitutes effective learning and consider whether

    standard I-Corps instruction is the best approach for this customer segment.

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    QED, May 2014 I-Corps-L Pilot Executive Summary

    6)

    Increase the value of team presentations by generalizing teachable moments to all

    teams. Implement a flipped classroom approach to lectures, so that participants and

    faculty can relate their own examples from and experiences within the education

    ecosystem to all elements of the BMC.

    7) Include authentic and relevant examples. I-Corps-L teams struggled to see how some

    elements of the BMC applied to their learning innovations. Authentic and relevant

    examples that include the complexity of higher education ecosystems could be

    integrated into future I-Corps-L courses. Showing how these examples play out ineach of the 9 BMC component boxes would deepen team members understanding of

    the model and their ability to apply the model to their own innovations.

    8) Consider adaptations of the BMC tool. Some representations of the BMC have

    modified cost structure and revenue streams boxes that might be more relevant to

    I-Corps-L teams, such as that offered at www.businessmodelyou.com. To be more

    effective for participants, revenue streams, for example,might be framed to reflect

    sustainable and scalable benefits in higher-education beyond revenues, such as

    student learning, life outcomes, and/or retention, as well as university branding,

    and/or publication rates, for example.

    9) Conduct customer discovery on I-Corps-L. Consider an advisory board and/or a team

    that develops I-Corps-L as an innovation in an I-Corps or I-Corps-L course. (This

    recommendation is also included under Successes.)

    Aligning Partners & Channels into the Engineering Education Ecosystem

    10)Integrate goals of scaling and sustaining innovations into the NSF ecosystem. Modify

    the grant award process so that it incorporates expectations for customer discovery,

    scalability, and sustainability from the beginning.

    11)

    Incentivize for scaling and sustaining effective learning innovations in the education

    ecosystem. Anticipate that those who research and/or implement learning

    innovations may have motivations that differ from I-Corps team members. Currently,

    programs such as SBIR and STTR may not be seen as relevant to many PIs in

    engineering education. Incentive structures in higher education can make scaling andsustaining an innovation challenging. These incentive structures, however, can be

    leveraged, if NSF and other partners address the value propositions that drive

    engineering education researchers and program developers. The I-Corps discovery

    process is a potentially powerful vehicle by which to identify the means by which to

    scale and sustain learning innovations.

    Web:www.QualityEvaluationDesigns.com

    Email:[email protected]

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