ACCESS CI - ACO Priorities Program Wide Metrics.xlsx

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4	ACCESS CI - ACO Priorities Program Wide Metrics - PY5
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7		KEY PERFORMANCE AREAS	KEY PERFORMANCE INDICATORS	KEY PERFORMANCE METRICS	TARGET DETAIL	ALIGNED OUTCOMES	Quarterly Monitoring
8		KEY PERFORMANCE AREAS	KEY PERFORMANCE INDICATORS	KEY PERFORMANCE METRICS	TARGET DETAIL	ALIGNED OUTCOMES	Q1	Q2	Q3	Q4
9	Goal 1: Improve User Experience - The ACO will assist the community and improve their experience by:	Communications and Outreach	* Track community‑building and engagement events across the program * Continue to improve reach and impact of ACCESS communications * Engage the community through events, newsletters, communications channels, and surveys * Define goals for PEARC26 and SC26 to maximize booth impact * Maintain coordinated, multi‑channel communications plan * Monitor communications metrics	- Teams are reminded monthly to record events in the Engagement Tracker - Event attendance is recorded in Google Sheet at least quarterly - Stated Engagement Goal is completed for every event - Any generated Follow-up is completed for every event - Evaluate reach statistics at least Quarterly to identify areas that can be improved - Review communication plan at least Quarterly to ensure plan is being followed appropriately - Track number of events attended - Send out Internal and External ACCESS newsletters on schedule according to the communication plan - Post at least weekly on chosen communication channels - Send out surveys according to the schedule outlined in the communication plan - Define PEARC26 goals for maximizing booth impact - Provide impact report to EC after conference to document success and highlight areas for improvement - Define SC26 goals for maximizing booth impact - Provide impact report to EC after conference to document success and highlight areas for improvement - PY5 communication plan created - Communication plan reviewed at least quarterly to ensure adherence - Monitor communication metrics at least Quarterly to identify areas that can be improved - Review communication plan at least Quarterly to ensure plan is being followed appropriately	ACCESS Engagement Tracker
10		Evaluation	* Conduct and analyze Community Survey	- Create Community Survey for PY5 - Analyze results within X time after survey is complete - Maintain approval ratings above _________
11		Project Office	* Leverage EAB and RAC recommendations * Track and address recommendations from EAB and RAC with EC * Manage conference attendance * Support EC, RPs, SCs, and WGs	- Utilize JIRA task tracking to follow up on prioritized recommendations from the EAB and the RAC - Review and track burndown of tasks Quarterly - EAB and RAC past meeting notes are reviewed for recommendations - Recommendations are reviewed to determine which ones have been finished, which ones will not be worked on and which ones should be placed in JIRA - Recommendations placed in JIRA for tracking - Manage team needs around PEARC26 - Manage team needs around SC26 - Manage agendas and meeting notes in a timely manner - Create forms and tools for use by all according to appropriate timelines
12		Governance	* Further refine SC/WG procedures * Improve communication channels between EC and SCs/WGs	- Ensure Charter for each SC or WG is kept up to date and is followed - Ensure any process change coming out of a SC or WG follows the group RACI Matrix https://access-ci.atlassian.net/wiki/spaces/ACP/pages/2024767490/ACCESS+Standing+Committee+RACI+Documents - Make sure all SC/WGs meet with the EC at least once per quarter - SC/WG EC representative brings summary from each team meeting and enters the information in the Consent Agenda updates after every meeting
13	Goal 2: Increase the Value Delivered to RPs - The ACO will increase the value delivered to Resource Providers by improving collaborations and strengthening interdependencies within ACCESS: and services to produce science impact	Communications and Outreach	* Track community‑building and engagement events * Improve reach and impact of communications	- Teams are reminded monthly to record events - Attendance is recorded in Google Sheet at least quarterly - Stated Engagement Goal is completed for every event - Generated Follow up is completed for every event - Evaluate reach statistics at least Quarterly to identify areas that can be improved - Review communication plan at least Quarterly to ensure plan is being followed appropriately
14		Evaluation	* Conduct Resource Provider Survey	- Create RP Survey for PY5 - Analyze results within X time after survey is complete - Maintain approval ratings above _________
15		Project Office	* Leverage EAB/RAC recommendations and track follow‑up * Manage Quarterly ACCESS meetings * Manage conference attendance * Track tasks and award deliverables * Support EC, EAB, RPs, SCs, and WGs	- Utilize JIRA task tracking to follow up on prioritized recommendations from the EAB and the RAC - Review and track burndown of tasks Quarterly - EAB and RAC past meeting notes are reviewed for recommendations - Recommendations are reviewed to determine which ones have been finished, which ones will not be worked on and which ones should be placed in JIRA - Recommendations placed in JIRA for tracking - Manage team needs around PEARC26 - Manage team needs around SC26 - Track and manage existing tasks and milestones and ensure they are completed according to deadlines - Collate tasks generated from ACO, NSF and EC meetings and enter in JIRA so they can be tracked and managed to on-time completion - Ensure reports are generated Quarterly to illustrate completion and backlog burndown - Manage agendas and meeting notes in a timely manner - Create forms and tools for use by all according to appropriate timelines
16		Governance	* Further refine SC/WG procedures * Improve communication channels between EC and SCs/WGs	- Ensure Charter for each SC or WG is kept up to date and is followed - Ensure any process change coming out of a SC or WG follows the group RACI Matrix https://access-ci.atlassian.net/wiki/spaces/ACP/pages/2024767490/ACCESS+Standing+Committee+RACI+Documents - Make sure all SC/WGs meet with the EC at least once per quarter - SC/WG EC representative brings summary from each team meeting and enters the information in the Consent Agenda updates regularly
17	Goal 3: Solidify the Programmatic Foundation for Transition - The ACO will solidify the programmatic foundation for transition by:	Communications and Outreach	* Transfer communications tools (e.g., Constant Contact) to next awardees * Archive access‑ci.org in the Wayback Machine * Transition social media accounts * Share PY5 Communications Plan * Determine tradeshow booth transfer and manage transition * Document communications/web lessons learned	- Gather all comms tool vendor information - Include in informational packet provided to next awardees - Submit website to Wayback Machine web archive (https://web.archive.org/) - Gather information on all social media accounts, determine what kind of admin access is needed for next admin - Include in informational packet provided to next awardees - Include PY5 Communications Plan in informational packet provided to next awardees - Gather information on tradeshow contacts for PEARC and SC - Include in informational packet provided to next awardees - Create lessons learned for ACO Communications - Include in informational packet provided to next awardees
18		Evaluation	* ACO’s External Evaluator facilitates Executive Council (EC) focus group on Lessons Learned * ACO’s External Evaluator creates final summative evaluation of ACO activities and impact	- Focus group meeting scheduled - Summary report provided to EC - Summary report reviewed with External Evaluator - Summary report provided to ACO - Summary report reviewed with External Evaluator
19		Project Office	* Develop transition plans for tools, processes, and capabilities * Prepare for project close‑out and final reporting	- Create a list of tools, processes and capabilities and a timeline for writing transition plans by the end of PY5 Q2 - Write transition plans according to scheduled timeline so all documents can be reviewed and included in packet for new awardees - Ensure all moving parts for project close out are known, tracked and assembled into a concise packet for the new awardees (this will be fleshed out as PY5 progresses)
20		Governance	* Further refine SC/WG procedures * Improve communication channels between EC and SCs/WGs	- Ensure Charter for each SC or WG is kept up to date and is followed - Ensure any process change coming out of a SC or WG follows the group RACI Matrix https://access-ci.atlassian.net/wiki/spaces/ACP/pages/2024767490/ACCESS+Standing+Committee+RACI+Documents - Make sure all SC/WGs meet with the EC at least once per quarter - SC/WG EC representative brings summary from each team meeting and enters the information in the Consent Agenda updates regularly
21	Goal 4: Better Capture and Articulate ACCESS Scientific Impact - The ACO will better capture and articulate ACCESS’s scientific impact by:	Communications and Outreach	* Track community‑building and engagement events (Engagement Tracker) * Continuous improvement of communications reach and impact * Develop and implement communication plans highlighting ACCESS impact	- Teams are reminded monthly to record events - Attendance is recorded in Google Sheet at least quarterly - Stated Engagement Goal is completed for every event - Generated Follow up is completed for every event - Regular Meetings held to discuss tools, articles, and improving reach and impact - Quarterly reports generated to review reach and impact of stories published - PY5 communication plan created - Communication plan reviewed at least quarterly to ensure adherence
22		Evaluation	* Conduct Community Survey	- Create Community Survey for PY5 - Analyze results within X time after survey is complete - Maintain approval ratings above _________
23		Project Office	* Leverage EAB/RAC recommendations * Track and address recommendations with EC * Support impactful ACCESS staff participation in conferences * Conduct efficient transition planning and project close‑out	- Utilize JIRA task tracking to follow up on prioritized recommendations from the EAB and the RAC - Review and track burndown of tasks Quarterly - EAB and RAC past meeting notes are reviewed for recommendations - Recommendations are reviewed to determine which ones have been finished, which ones will not be worked on and which ones should be placed in JIRA - Recommendations placed in JIRA for tracking - Manage team needs around PEARC26 - Manage team needs around SC26 - Ensure all moving parts for project close out are known, tracked and assembled into a concise packet for the new awardees (this will be fleshed out as PY5 progresses)
24		Governance	* Refine SC/WG procedures * Improve communication channels between EC and SCs/WGs	- Ensure Charter for each SC or WG is kept up to date and is followed - Ensure any process change coming out of a SC or WG follows the group RACI Matrix https://access-ci.atlassian.net/wiki/spaces/ACP/pages/2024767490/ACCESS+Standing+Committee+RACI+Documents - Make sure all SC/WGs meet with the EC at least once per quarter - SC/WG EC representative brings summary from each team meeting and enters the information in the Consent Agenda updates regularly
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