CUCSA Workgroup Chair Orientation

1. 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

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.

3. Berkeley | Berkeley Lab | Davis | Irvine | Los Angeles | Merced | Office of the President | Riverside | Santa Barbara | Santa Cruz | San Diego | San Francisco Leadership Characteristics

4. 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

5. 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

6. 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)

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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