ueda presentation klein djacobs final
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The Relevant University:
Making Community and Economic Engagement Matter
University Economic Development Association Annual Summit
Eva Klein and DNaie Jacobs-Hart
November 7, 2010 Reno, NV
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Purpose and Outline
University Economic and Civic Engagement in the Global Knowledge Economy
The Global Knowledge Economy
The 21st Century University
The Relevant University The University of Toledo Engagement
Strategy
Engagement Strategy Overview
Solar/Advanced Renewable EnergyAn Example
Facilitated Forum Dialogue
Four Question Areas for Discussion
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
University Economic and Civic Engagementin the Global Knowledge Economy:
The Global Knowledge Economy
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The Global Knowledge Economy:
Nothing is the Same
Pre-Agrarian Pre-history to 8,000 BC
Agrarian Since 8,000 BC
Industrial Since @ 1800
Knowledge Since last few decades
Hunting/GatheringNomadic Cultures
Emergence of Tools
Agricultural Cultivation
Formation of CommunitiesLaws for Land Ownership
Machines/Production Process
Literacy/Public Schools
Business Organizations & Law
Innovation & Technology
Knowledge Work Force
Globalization, Alliances,
Regionalism, NetworksSowe are INVENTING new answers.
8,000 Years of ECONOMIES 8,000 Years of INVENTIONS
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The Global Knowledge Economy:
Four Mega-Industries for Growth and Prosperity
Information and Telecommunications Hardware
Software
Telecommunications and Internet services
Life Sciences
Genomics-human, plant, animal
Diagnostics, treatments, biomaterials, bioengineering
Food supply
Advanced & Sustainable Manufacturing
New Materials, e.g. nano-materials
New Processes, e.g., nano-manufacturing
Customization; identification; compatibilityEnergy and Environment
Alternative/clean energy
Protection and remediation of water, air, earth
Sustainability
Region
Region
Source of Cluster Graphics: JerryPaytas,
Carnegie Mellon University
All this requires significantly more
HUMAN CAPITAL formation than in
the past!!!
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The Global Knowledge Economy:
Dangerously Lagging US Competitiveness Statistics
A Few Examples of Dangerously Lagging US
Competitiveness
The United States is:
Sixth in global innovation-based
competitiveness, but 40th in rate of change
over the last decade
11th among industrialized nations in the
fraction of 25- to 34-year-olds who have
graduated from high school
16th in college completion rate
22nd in broadband Internet access
24th in life expectancy at birth
27th among developed nations in the
proportion of college students receiving
degrees in science or engineering
48th in quality of K-12 math and science
education
29th in the number of mobile phones per
100 people.
http://www.nap.edu/catalog/12999.html, Rising Above the Gathering Storm, Revisited:
Rapidly Approaching Category 5. By Members of the 2005 "Rising Above the Gathering
Storm" Committee; Prepared for the Presidents of the National Academy of Sciences,National Academy of Engineering, and Institute of Medicine. As summarized/q uoted by
Thomas L. Friedman, Op Ed, The New York Times, October 26, 2010.
It is about:
Educational
Attainmentand
Innovation
Capacity
Higher education
MUST lead.
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
University Economic and Civic Engagementin the Global Knowledge Economy:
The 21st Century University
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The 21st Century University
Needs to be (Re)invented
Global Knowledge Economy:
Now defined by:
Global business models
Supply chains
Applied and commercialized research
New networks and alliances betweenuniversities, industry and government
Energy resources
Human capital and innovation
New View of the University:
Universities need to rethink how they
organize for:
Global research prominence
Growth in company-sponsored
research and innovative
start-ups
Increased innovation with existing
companies
Community-based metrics
(what do others want)
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The 21st Century University
Shifts its Perspective
The Relevant University Considers significant trends and
the rate of change in the world
around us
Implies connections with our
communitylocally, regionally,and globally
Requires shift of perspective
to look at ourselves from the
outside indifficult, but
necessary in order to be morerelevant, more related, and more
connected.
Dr. Lloyd A. Jacobs annual spring address to TheUniversity of Toledo community, April 14, 2010
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The 21st Century University
Rethinks Mission Language from Changed Perspective
Inside-Out Outside-In
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
New, Huge Challenges:
Pedagogy and Technology
2,000 Years Ago 1,000 Years Ago
150 Years Ago
25 Years Ago
Yesterday
Technology and Pedagogy EvolvingAnd then whatin 2020 or 2030?
600 Years Ago
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
New, Huge Challenges:
Science, STEM, Research, Technology Development, and Innovation
Research & Innovation
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
New, Huge Challenges:
Redefining Roles of Academics
Less emphasis on:± Individual scholarship
± Control of tenure by departments
More emphasis on:
± Contributions to group scholarship andinterdisciplinary accomplishments
± External applications of knowledge solutions and
services and recognition of engaged scholarship
More flexibility in:
± Job descriptions or faculty categories
± Criteria for personal success
± Blending academic and business careers
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
New, Huge Challenges:
Public Pre-K to 12 Education
Dismal statistics 68% of eighth-graders cant read at
grade level.
About 1/3 of our students drop out
of high school (50% in some areas)
Another 1/3 are not college-ready
when they graduate.Of 30 developed nations, US is:
24th in Math
17th in Science
10th in Literacy
Social cost
Achievement gap costs theUS $525 billion each year.
NBC News ³Education Nation,´http://www.educationnation.com
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
New, Huge Challenges:
Health, Wellness, and Health Care Policy
Many institutions have nursing,allied health, and human/social
services programs
Many institutions can addressbusiness, economic, and policy
aspects of health careand
promote improvements in their
regions
All institutions can promote
health/wellness education in
their communities
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
New, Huge Challenges:
Sustainability and Energy Use
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
New, Huge Challenges:
Community Development / Redevelopment
Residential communitiesLocal business formation and
support
Urban/community planning and
redevelopmentActive help to economic
development agencies
Range and quality of amenities
Local governancePromoting investment
University Circle, Inc. in Cleveland is
among the oldest university
organizations devoted to urban
planning and community
development.
Today, there are many others, and
more emerging.
Some are multi-institutional
partnerships.
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
21st Century Relevant University:
A Possible Definition
More niche-building and world-class programs
New integrated models in research
Restructuring of degree & non-degree programs
Explicit variation in delivery modes & locations
True accommodation of varied learner constituents,
especially adultsand the company as customer
Enlarged roles of faculty as professional problem-solvers
More open and mixed-use campus environments
Different & business-friendly academic & business culture
Beyond responsiveproactive stewardship
The end of the Ivory
Tower self-image and
culture.
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The Relevant University The University of ToledoEngagement Strategy
Engagement Strategy Overview
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The University of Toledo
One of Ohios 13 public universities
2006 mergerUniversity of Toledo &
Medical University of Ohio
Students: 23,000
Operating budget: $793 MM
Clinical revenues: $270 MM
Six campuses; CRV @ $1.7BB
UT Medical Center = only academic health
sciences center in NW Ohio region
Unusual array of colleges (for non-land
grant)
Arts & Sciences, Education, Business,Engineering, Law, Medicine, Nursing,
Pharmacy, Health & Human Services
Funded research expenditures: $80 MM
High ranking in licensing of IP (AUTM)
Recent Strategic Plan Directions 2007
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
How The Relevant University Came About
Began as consulting engagement for Strategic Business Plan for
Economic Engagement Strategy Became broader effort to rethink the University in context of its
own founding/history and contemporary challenges
Discovered that Universitys motto is particularly apt:
E ngaging the Present; Creating the Future
Resulted in just-published book
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Building New Assets
An Economic Engagement Strategy
Objectives for the Strategy:1. Engage with local economic development agencies, industry and
government to identify needs
2. Identify what the University was already doing
3. Engage all university assets in a cohesive strategy and in a new framework
of external perspective
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The Relevant University:
An Engagement Strategy in Four Domains
Human Capital Formation of the knowledge
workforce
Innovation System
Innovation created by a complex
set of resources, programs,
services, and funding
Health Care & Wellness
Quality, access, cost-efficiency;
emphasis on wellness
Quality of Place
Desirable, vibrant livable
community and region
Stewardship & Engagement Permeate All
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The Relevant University
175 Strategies and 4 Major Initiatives (Focus)
175 strategies in sub-domains; all interrelated
4 major initiatives for
distinction and impact
selected based on
university strengths ANDregional priorities:
Solar & Renewable
Energy & Environment
Biomarkers
Transportation &
Logistics Advanced Manufacturing
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The Relevant University
Is a Soluti ons-F oc used University
UTs organizati onal soluti ona new 501(c)(3) to organize these efforts
with/across the University
and to provide a front door
Mission: To identify, facilitate, stimulate,
and support commercial activity that is
aligned with the Universitys vision and
mission and the communitys interests.
Connections to academicresources to spur innovation
and real-world solutions for
business problems
Facilities and business support
servicesIntellectual property and
commercialization assistance
Pre-seed funding and
connections to financial
resourcesFacilitation of institutional-level
strategic business relationships
with business government and
institutions locally and globally
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
The Relevant University The University of ToledoEngagement Strategy
Solar/Advanced Renewable EnergyAn Example
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Energy and Environment:
Application of the New Engagement Model
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Human Capital
School of Solar and Advanced Renewable Energy
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� Reorganize and focus existing multidisciplinary faculty, degree programs, and research
� Build a new School of Solar & Advanced Renewable Energy
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Human Capital
School of Solar and Advanced Renewable Energy
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Innovation System
Build on Strong Research Base in Energy
Breadth of energy research baseSignificant research partnerships in Ohio and beyond
Energy Area Funding FY 2004-08 Major Sources of Funding
Photovoltaic Electricity
and Hydrogen
$32,539,069NREL, DOD (Air Force) DOE, NSF,
State of Ohio,
Fuel Cells $4,859,987State of Ohio, DOE, DOD, NASA,
Catacel
Biomass $760,112 USDA, CIFT, NSF, ODOD
Energy Storage andEnergy Management $717,191 ONR, NSF, DaimlerChrysler, EdisonMaterials Tech. Ctr.
Transportation
Technologies and
Vehicles
$2,997,490 US DOT, NASA, US DOD (Army)
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Innovation SystemResearch Center of Excellence in Advanced Renewable Energy and the Environment
Approved under Ohio Board of
Regents Center of Excellence (COE)program, building on:
The Wright Center for Photovoltaics
Innovation and Commercialization
Clean & Renewable Energy Incubator
Connections with new SSARE degree
programs
Technology commercialization andeconomic development
Tied to regional priorities
Research focus areas:
Solar energy Biomass energy
Wind energy
Energy Storage, Conversion,
Management and Related
Technologies
Environmental and Ecosystem
Sciences, Monitoring, & Remediation
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Innovation System
Expanded Capabilities and Partnerships for Technology Management
Significant progress in
transfer andcommercialization of
energy discoveries
Significant incubation
accomplishments
Home of University
Clean Energy Alliance
of Ohio
Generated two major
solar firms in NW
Ohio
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
PlaceA Knowledge Community
Scott Park Campus of Energy and Innovation as Mixed-Use Campus
160-acre campus; endowment of theUniversitys founder
Now dedicated to Energy/Innovation
Building a new green grid
569,640 SF of existing space for private company use,
primarily for energy-related partnerships with UT
scientists.
One 60,000 SF facility immediately dedicated as an
accelerator facility for UT incubator graduates. Main Campus
Scott Park Campus
ealth Science Campus
Lake Erie Center Arboretum
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Place A Green Knowledge Community:
Campus Sustainability Plan
Partnership with Bottom Line Resource
Technologies, Inc. (Columbus, OH), for the grid Phase 1: 1 megawatt of grid-tied solar and wind at Scott
Park Campus
Phase 2: All of Scott Park Campus will be carbon-neutral
Phase 3: All university campuses will be carbon-neutral
Will be $150 MM investment
The grid
Renovating Scott Park space for private companies
In addition:
Evaluate expansion of the grid beyond UT campuses to
neighborhoods
Assist neighbors (residential and corporate) inconservation and green practices
Collaborate with community colleges on technician
training (in addition to Universitys advanced degree
programs)
Participate actively in all State of Ohio and University
System of Ohio green initiatives
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Significant Partnerships for Transformational Change
Solar Valley Research Enterprise, a 501 (c)(6), was created as a non-profit research and development organization
for PV manufacturing technologies. The consortiums intent is to create an assembly of capabilities and expertise to
reduce the cost of PV manufacturing and promote implementation of solar in the U.S. The initiative will make OH
and MI recognized as the premier global Solar research corridor.
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Facilitated Forum Dialogue
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Forum Dialogue:
Four Sets of Questions for Discussion
The WHAT1The Perspec tive of C onstituents:
Regional Strategies
2The Instituti ons Perspec tive:
Defining and Embracing E ngagement
The HOW
3F oc us as an Exc ellenc e Strategy:
Areas for Special Focus (and External Influence on Focus)
4 Internal Management and Funding Issues:Institutional Organization, Partnerships, Funding
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Forum DialogueTHE WHAT
1The Perspec tive of C onstituents
1Regional Strategies
Does your region have an identi f iable regi onal strategy for economic
development, prosperity, quality of place, quality of life?
If yes:
How does your institution engage with the regi onal strategy for
economi c devel opment?
If no:
Could your institution lead (with others) in creating such a strategy?
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Forum DialogueTHE WHAT
2The Instituti ons Perspec tive
2Defining and Embracing Engagement
Has your institution actually defined, articulated, and adopted a br oad
def initi on of (and agenda for) economi c and community engagement ?
If yes:
How did such engagement strategy connec t t o or inf luenc e the
instituti ons strategi c plan?
Has your faculty adopted any acceptance of engaged sc holarship?
If no:
Does the institution instead have several disc rete economi c
devel opment ac tivities? Are there connections?
What would be required to fully discuss, define, and activate such acomprehensive view of engagement?
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Forum DialogueTHE HOW
3F oc us as an Exc ellenc e Strategy
3Areas for Focus (and External Influence on Focus):
Has your institution decided on certain areas of knowledge in whi c h t o
foc us or conc entrate for truly competitive expertise and greater actual
impact?
If yes:
Are your areas of focus tied t o industry sec t ors of gr owth in the
community/regi on or t o economi c devel opment strategies or t o
maj or community needs (e.g. K-12 educ ati on)?
If no:
Do you expect that suc h foc us dec isi ons could/should be made?
How?
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© 2010 Eva Klein & Associates, Ltd. and The University of Toledo
Forum DialogueTHE HOW
4Internal Management and Funding Issues
4 Institutional Organization,P
artnerships, Funding At your institution, what off i c es or entities foc us on economi c devel opment
and/ or community and economi c and soc ial engagement?
Is this working well enough? What would you change / strengthen?
Does your institution have several purpose-driven, str ong partnerships with
othersfor economic development / engagement? If yes:
W hat makes these partnerships succ essf ul , or not? (Attributes ?)
If no:
What c ultural or management c hanges would help your institution
strengthen its partnership behaviors / models? What is your institutions view of f unding for engagement/economi c
devel opment ?
Any from internal resources? Only externally-funded activities?
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© 2010 Eva Klein & Associates Ltd and The University of Toledo
The Relevant University:
Making Community and Economic Engagement Matter
University Economic Development Association Annual Summit
Eva Klein and DNaie Jacobs-Hart
November 7, 2010 Reno, NV