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resource evaluation Professional Development, Conferences, and Networks
This report summarizes the evaluation outcomes of the Collaborative Project Management (CoPM) Institute project, a two-day convening centered on bringing proven project management skills and approaches in the for-profit world to the informal science education (ISE) community to support effective collaborations and successful outcomes. The CoPM Institute was conceptualized as a pilot effort to test the effectiveness of porting of tools and frameworks for collaborative project management from the business/for-profit environment to advance the following project goals: Build the capacity of
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TEAM MEMBERS: Lesley Markham
resource research Public Programs
The COMPASS conference will bring together 80 participants for two days in September 2018 at the Exploratorium in San Francisco, CA. The first dissemination will take place in a presentation at the ASTC conference the following month in October 2018. A webinar sharing insights from COMPASS and inviting others to engage will be held in March 2019 hosted by ASTC and accessible by ASTC members and non-members alike. A companion COMPASS e-publication will be released for free download, also in March 2019, with summaries of conference proceedings, key issues identified, case histories of ILAM in
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TEAM MEMBERS: Claire Pillsbury
resource project Professional Development, Conferences, and Networks
As part of its overall strategy to enhance learning in informal environments, the Advancing Informal STEM Learning (AISL) program seeks to advance new approaches to, and evidence-based understanding of, the design and development of STEM learning in informal environments. This includes providing multiple pathways for broadening access to and engagement in STEM learning experiences, advancing innovative research on and assessment of STEM learning in informal environments, and developing understandings of deeper learning by participants. The theme of this conference project by the New York Hall of Science will be exploring how to better design exhibits to promote "public engagement with science." Here, "public engagement with science" refers to opportunities that go beyond traditional approaches to the public understanding of science. The event will invite professionals to consider how to shift exhibit designs toward engaging visitors with STEM in ways that emphasize the intersection of STEM innovation with visitors' daily lives, their personal agency, and their interdependence with their personal social networks and the institutions that advance STEM knowledge and innovation. The conference and its pre- and post-conference activities will bring together curators, exhibition developers, community outreach professionals, museum administrators, and learning scientists from the United States and Canada. They will work together to identify design principles and key obstacles to designing exhibits that can better help science museums achieve two goals: 1) making visitors' diverse and personal questions, concerns, and perspectives central to their experience of the exhibits; and 2) engaging visitors as contributors to the exhibit experience in ways that make their contributions visible and consequential. During this two-day event attendees will consider how exhibits can support broader and more diverse public participation in critical debates about the roles of STEM discovery and innovation in society. The effort is grounded in recent work on public engagement with science; on reorganizing museums to become sites for participation and contribution by visitors, and particularly by institutions' local communities; and on making and engineering design programming within museums. The goal is to chart a course toward a vision of the future of science museums in which they maintain their status as sources of trusted information, while also fulfilling their potential as sites of genuine participation and social interaction, in which visitors make meaningful contributions to the substance and workings of the museum floor while also engaging with, learning about and holding themselves accountable to the core concepts and practices of the STEM disciplines. The conference will build the capacity and collaborative engagement of a network of science centers whose work is central to achieving the museum field's ultimate goal of engaging the public of all ages in learning STEM in informal environments. The conference and associated activities will be evaluated by staff at the New York Hall of Science, with oversight by an external advisory committee of research and development professionals. This award reflects NSF's statutory mission and has been deemed worthy of support through evaluation using the Foundation's intellectual merit and broader impacts review criteria.
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resource project Professional Development, Conferences, and Networks
This workshop is funded by the Advancing Informal STEM Learning (AISL) program, which seeks to advance new approaches to, and evidence-based understanding of, the design and development of STEM learning in informal environments. This includes providing multiple pathways for broadening access to and engagement in STEM learning experiences, advancing innovative research on and assessment of STEM learning in informal environments, and developing understandings of deeper learning by participants. The project will conduct an in-person participatory workshop designed to broaden participation in STEM. The project is designed to build the capacity of informal science institutions (ISIs) and their partners to use evidence-based collaborative project management practices and culturally responsive approaches to manage complex partnership efforts. The workshop will develop structure and provide tools for effective collaborative project management between ISIs including science centers and museums, and their research and community partners. To guide the workshops, participants will explore some core dimensions of culture to understand audiences, communities traditionally underserved by informal STEM institutions, and institutional differences. Participants will leave with concrete, actionable plans that will enable them to more effectively bring their collaboration plans to fruition. The project will develop resources including a playbook of project management templates, video vignettes, and summaries of relevant research findings and lessons from the field. Proceedings and resources from the workshop will be shared online with the field and ultimately archived on informalscience.org.

Conference participants will build the human resource expertise, infrastructure, and capacity needed to develop and maintain lasting partnerships that will further their institutions' aspirations to broaden participation in STEM. The project brings together an experienced, multidisciplinary team from informal science education and private industry professionals to advance knowledge of the skills and tools needed for managing complex collaborations between researchers, practitioners, and community stakeholders that will increase their effectiveness when working with diverse audiences. During the workshop, participants will think through their current project work by using a defined collaborative project management process to build a foundation of understanding and trust. Upon completion of the Institute, participants will have: (1) a shared purpose and goals that represent the interests of all parties; (2) identified some cross cultural and organizational differences that need to be accommodated for successful collaboration; (3) fostered joint decision making based on objective steps vs priorities of one organization; and (4) clarified deliverables of their project and how to measure success; (5)identified individual roles and responsibilities within their collaboration.

This award reflects NSF's statutory mission and has been deemed worthy of support through evaluation using the Foundation's intellectual merit and broader impacts review criteria.
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resource evaluation Public Programs
In June of 2017, the Exploratorium hosted the GENIAL Summit which brought together approximately 91 practitioners, community leaders, diversity-focused organization staff, researchers, and media/marketing specialists from across the country and Puerto Rico for a one and a half day gathering. The National Science Foundation (NSF) funded Summit focused on increasing Latino participation in Informal STEM Learning (ISL) environments by examining these five content strands identified by the GENIAL team: 1. Latino Audiences 2. Marketing, Communicating, and Media 3. Community Collaboration and
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TEAM MEMBERS: Wendy Meluch
resource research Professional Development, Conferences, and Networks
Leading science educators from 9 South and Southeastern Asian countries and the U.S. met for three days in Kuala Lumpur, Malaysia (October 4-6, 2017) in an effort to rethink and re-envision science education in the 21st Century. The attendees of this U.S. National Science Foundation-funded international conference reaffirmed the G8-Science Academies Joint Statement (2011) that education in science must be targeted not only to future scientists, engineers and other specialists in government and industry, but also to the general public, including school-aged children and adults. The attendees at
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TEAM MEMBERS: John H Falk Lynn Dierking Judith Koke
resource research Public Programs
During the GENIAL Summit, the Marketing, Communication, and Media strand examined the role of marketing and communications in connecting Latino audiences with STEAM in informal science learning (ISL) environments. ISL organizations do not generally think to include a marketing perspective early on in the process of developing audience experiences. When ISL practitioners seek to connect with key audiences, specifically, Latino audiences, marketing efforts are often considered when an exhibit or program is fully developed, in production, or already launched. This causes an immediate and inherent
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TEAM MEMBERS: Julie Nunn Lorraine Yglesias
resource research Professional Development, Conferences, and Networks
It is essential to understand the complexity and diversity of Latino audiences for authentic engagement in any field, including informal science learning. We offer four key ideas that can serve as foundations for considering Latino audiences: identity and culture, amplification, decolonization, and risk-taking. The content of these ideas speaks to the need to shift from simplistic viewpoints to more holistic perspectives which acknowledge culture as dynamic and fluid, view audiences in more complex ways that reflect on the intersections of identities and experiences, and engage in practices
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TEAM MEMBERS: Cecilia Garibay Patricia Lannes José González Exploratorium
resource project Museum and Science Center Exhibits
Many scientists want to connect with the public, but their efforts to do so are not always easy or effective. Visionary programs and institutions are leading the way identifying the support needed to enable scientists’ connections with the public. However, the current appetite by -- and demand for -- scientists to do this exceeds the capacity of those who facilitate quality communication and engagement efforts. More can be done to ensure that those who support scientists are networked, sharing best practices, and supported by a reliable infrastructure.

This workshop series, convened by the Kavli, Rita Allen, Packard and Moore Foundations, was intended to view the entire system of people who support scientists’ engagement and communication efforts in order to explore how this system can be most effective and sustainable. The discussions examined where this system is thriving, the limits people within the system face and what can be done to ensure their efforts are commensurate with the demand for quality communication and engagement support.

Conducted over four closely scheduled workshops in late 2017 and early 2018, the convenings brought together leaders in different parts of the field who bridge scientists and the public and led to the emergence of a number of key priority areas. While the initial intention was to also hold a plenary event to provide a more holistic view of scientists’ support system in order to collectively discern directions to advance the field, we feel a more efficient way forward right now is to focus our efforts and resources on building community and advancing these priority areas.

Our invitation-only workshops brought together scientists, academic leaders, engagement professionals, researchers, communication trainers, and foundation leaders. For each workshop, we also commissioned a “landscape overview”, to better understand the high-level state of each community. Workshops included:



Workshop I: Communication and engagement training programs - Dec. 4-5, 2017 at SUNY Global Center/Alan Alda Center for Communicating Science in New York


Workshop II: Associations, societies and other professional organizations - Feb. 28 - March 1, 2018 at the Howard Hughes Medical Institute in Chevy Chase, MD


Workshop III: Academic institutions - March 27-28, 2018 at UC San Diego


Workshop IV: Science engagement facilitators (museums, science festivals, connectors) - May 2-3, 2018 at Monterey Bay Aquarium


TBD - Workshop V: Plenary event



The goal of the workshops was to explore how to ensure scientists’ communication and engagement support is effective and sustained. In doing so, we hoped to 1) deepen our understanding of how scientists are currently supported in these areas, 2) map the broader support system to expose the opportunities and obstacles that play a role in achieving this goal, and 3) identify strategic and practical next steps that move us closer to this goal. This initiative also aimed to forge and strengthen networks across communities and institutions – and in so doing, take a view of the entire system to explore how everyone can better ensure their efforts are impactful, mutually supportive, and connected to a greater whole.

Included in the links below are summaries from each workshop.
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TEAM MEMBERS: Brooke Smith
resource project Media and Technology
As part of its overall strategy to enhance learning in informal environments, the Advancing Informal STEM Learning (AISL) program funds innovative research, approaches, and resources for use in a variety of settings. The project will bring together science museum visitor experience developers, visitor studies staff, indoor location technology developers, cyber-learning researchers, and STEM informal learning specialists for a two day conference, COMPASS (Conference on Mobile Position Awareness Systems and Solutions), to address the achievements and potential of indoor location aware mobile (ILAM) technology in science museums. The pre-conference work, the conference itself, and a subsequent e-publication will provide multiple, informed perspectives and knowledge around ILAM for science museums to develop apps for visitors' own smartphones to enhance and personalize the visitor experience and to experiment with new kinds of inquiry-based learning. The goals of the conference are to form an integrated vision by consolidating expertise from disparate disciplines connected to ILAM tech development, to transform visitor mobile tools to provide more innovative forms of interaction and personalization, and to open new avenues for visitor research with automated data collection and analysis.

The COMPASS conference will bring together 80 participants for two days in September 2018 at the Exploratorium in San Francisco, CA. The first dissemination will take place in a presentation at the ASTC conference the following month in October 2018. A webinar sharing insights from COMPASS and inviting others to engage will be held in March 2019 hosted by ASTC and accessible by ASTC members and non-members alike. A companion COMPASS e-publication will be released for free download, also in March 2019, with summaries of conference proceedings, key issues identified, case histories of ILAM in museums, white papers and other resources. Conference outcomes include establishing a community of practice or special interest group and establishing common goals for future collaborative work. By gathering a diverse range of perspectives and expertise to share research and evidence based findings, COMPASS include collective problem solving and an informed cross disciplinary approach to planning and implementing ILAM technology in the museum environment. The conference will explicitly address the benefits and quality of open source code and protocols and how techniques could be shared among institutions. As professional experience with deploying ILAM apps grows, this tool could be used to increase accessibility for diverse visitor populations, put in use at smaller and medium sized science centers, and applied to a variety of research studies, increasing the impact for funders and benefiting the science center community at large.
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TEAM MEMBERS: Claire Pillsbury
resource project Professional Development, Conferences, and Networks
Science, Technology, Engineering, and Mathematics (STEM) education and workforce development in the US are critical for global competitiveness and national security. However, the U.S. is facing a decrease in entrants to the STEM workforce which is not shared evenly across demographics. Specifically, women, underrepresented minorities, and people with disabilities obtain STEM degrees and enter the STEM workforce at levels significantly below their demographic representation in the U.S. The National Science Foundation's (NSF) Inclusion across the Nation of Communities of Learners of Underrepresented Discoverers in Engineering and Science (NSF INCLUDES) program supports models, networks, partnerships and research to ensure the broadening participation in STEM of women, members of racial and ethnic groups that have been historically underrepresented, persons of low socio-economic status, and people with disabilities. This conference focuses on collective impact as a strategy to address the broadening participation challenge. Collective impact is distinguished from collaboration in that the alliances require a backbone organization to succeed. The goal of this project is to organize a conference to inform backbone organizations toward broadening participation in STEM education and the workforce.

The conference takes place at the University of California, San Diego January 20-22, 2017 and brings together Project Investigators from the Design and Development pilots, along with stakeholders in broadening participation in STEM on a local, regional, and national scale. The overarching goal of the conference is to develop the knowledge base of participants in the application of the collective impact model, and the role of backbone organizations to address specific issues and transition points of the STEM pipeline. Conference participants include K-12, community college, and university representatives; leaders in graduate education, policy makers and private sector employers. The conference includes plenary sessions, flash presentations, and interactive workgroups engaged in the development of collective impact approaches to problems in Broadening Participation in STEM. Workgroups share their insights, and audience feedback is electronically curated via Twitter and Storify. To respond in real time to participant questions or insights this conference uses the innovative platform, IdeaWave, to solicit, sort and value ideas from the attendees before, during, and after the conference. Conference results are integrated into a final report to inform the NSF INCLUDES Alliances backbone organizations. The intellectual merit of the project is that it advances knowledge about the barriers to broadening participation in STEM education and the workforce, the collective impact model, and the role of the backbone organization to guide the vision and strategy, and support the activities, evaluation, and communication of the NSF INCLUDES Alliances. The broader impact of this project is that it benefits society by informing backbone organizations, which leads to broadening participation of the STEM workforce and ultimately increases U.S. global competitiveness and national security.
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TEAM MEMBERS: Kim Barrett
resource project Professional Development, Conferences, and Networks
As the NSF INCLUDES Program seeks to scale from the Launch Pilots to the full program, achieving its goals to promote the progress of science by broadening participation will rely on the ability to successfully scale the technical and human infrastructure for collaboration across the mini-backbones and the national backbone. The American Association for the Advancement of Science (AAAS) is seeking support for an NSF INCLUDES infrastructure conference that will provide a forum for discussion about current and long term technical and human infrastructure needs for scaling. Technical infrastructure might refer to the functions provided by any communication, community building and collaboration tool, such as document sharing or storage. Human infrastructure might refer to data analysts or community managers.

The conference would include discussion of the structures and processes for creating a shared, overarching vision of the changes at all levels and for all groups that would be needed to promote the talent development goals envisioned within INCLUDES, supporting the current design and development launch pilots, and supporting scaling and promoting conditions for sustainability. Based on research on collective impact and improvement science in education, we would offer presentations followed by structured conversations within the setting of working sessions. The goals of AAAS for diversity and inclusion in science, technology, engineering and mathematics (STEM) are very much in keeping with the goals of INCLUDES; thus AAAS proposes to offer its existing online platform, Trellis, to support this comprehensive initiative to develop STEM talent from all sectors and groups in our society.

The goals of the conference activity are to: (1) define short term and long term communications and networking needs that can support the pilots; (2) outline the technical specifications and human resources needed to support the pilots; (3) envision the technical, resource and human needs required to support Alliances; (4) develop design specifications for intra- and cross Alliance networking to support technical assistance, identification and curation of resources, support for communities of practice and capture of lessons learned and (5) propose tools, techniques, capacities and functionalities for an NSF INCLUDES National Network Backbone.
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TEAM MEMBERS: Shirley Malcom Josh Freeman