REI Summary Horizontal.v.2.4

BACKGROUND MATERIALS FOR CASE REI
CASE CENTER FOR REGIONAL ECONOMIC ISSUES
216.368.5110
June 6, 2005
111 9 B e l l f l o w e r R d . C l e v e l a n d , O H 4 4 1 0 6 • t e l e p h o n e : 2 1 6 . 3 6 8 . 5 11 0 • w w w. r e i . c a s e . e d u
Table of Contents
Executive Summary 3
A Brief History of REI 4
The REI Strategy 6
REI’s Major Accomplishments Since 2003 8
Testimonials of REI’s Performance 10
Open Source Economic Development Model 20
Current REI Initiatives 21
REI.Tuesdays 24
Alignment of REI with Open Source Economic Development 29
Alignment of REI Initiatives with University Strategy 33

C a s e C e n t e r f o r R e g i o n a l E c o n o m i c I s s u e s
1
Alignment of REI Initiatives with Weatherhead Strategy 38
APPENDIX: Estimating the Marketing Value of REI to Case 41
APPENDIX: The University Strategy 42
APPENDIX: The Emerging Weatherhead Strategy 45
2
Executive Summary
Purpose
This document provides insights into the role that the Case Center for Regional Economic Issues (REI) plays at the Uni-
versity. This document is a companion to the REI business plan.
REI has begun building clusters of innovative businesses in Northeast Ohio. The model of Open Source Economic Devel-
opment, developed by REI’s Executive Director Ed Morrison, generates the strategy maps needed to build these clusters.
These clusters include businesses forming around:
• A new approach to preventive health care and disease management;
• Creative digital media;
• Bio-fuels production and distribution, as well as other new energy sources;
• Hybrid electric vehicles;
• Advanced logistics education and training;
• Tele-working with advanced IT infrastructures;
• Automation and training for component manufacturing.
Next Steps
Weatherhead and the University should determine how they will support REI’s strategy for growth.
3
A Brief History of REI
• Founded in 1983 by the business leadership in Cleveland, following the recommendation of a Rand report. The
recommendation encouraged the city’s leadership to establish an analytic capability to shape economic develop-
ment policies and programs.
• The REI concept sought a unique mix of research and practice. The original purpose of REI was to 1) monitor the
Cleveland metropolitan economy; 2) develop a research agenda that identifies the long-term, structural causes of
change inthe regional economy; and 3) provide a forum for informed policy choices.
• The Cleveland Foundation made a ten year commitment to REI. The commitment was to provide investment that
could be leveraged to develop REI into a permanent community resource.
• Cleveland State University provided the original home for REI. Michael Fogarty appointed as the first director. In
1984, REI moved to the Federal Reserve Bank after a dispute with CSU.
• REI moved to Case in 1986 as a new Center for Regional Economic Issues at the Weatherhead School. REI re-
flected a partnership among Case, the Federal Reserve Bank, and the Cleveland Foundation.
• In 1987, REI received a five year grant from the Ameritech Foundation (now the SBC Foundation). In 1994, Amer-
itech established an endowed chair. The original purpose of the chair were 1) to provide funds to support REI
and 2) to support a person with sufficient publications to warrant the title of professor. Fogarty held the Amer-
itech chair from 1994 to 1998.
• In 1998, Richard Shatten was appointed director of REI. Shatten, a former McKinsey consultant, refocused REI on
the practical aspects of economic development strategy. Case agreed to change the title of the chair to “Ameritech
Chair for the Practice” so the funds could be used to support Shatten and REI.
• In 2002, Richard Shatten died. At the time of his death, Shatten had built the Center into the permanent commu-
nity resource originally envisioned by the founders. The Cleveland and Gund Foundations were continuing to
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each provide $100,000 a year in funding. In addition, prior to Shatten’s death SBC Foundation announced a four
year $1 million grant to REI. At the time of his death, REI held reserve balances in excess of $400,000.
• In 2002, the administration of the Weatherhead School decided to split the position of director into two positions:
an executive director with practical experience in economic development and an academic director. In 2003, the
Dean of the Weatherhead School recruited Ed Morrison to be executive director and Scott Shane to be the aca-
demic director. Morrison assumed his position in August, 2003.
• To refocus REI as a “think and do” tank, Morrison reorganized REI’s activities around the model of Open Source
Economic Development. This model demonstrates to civic leaders how to build regional economies based on
open innovation systems, sometimes called “clusters”. Morrison developed the model during his twenty years of
practice as an economic development consultant to cities, states and regions.
• To cut costs, Morrison filed a reorganization plan with the University to reduce the permanent University posi-
tions at REI from six to two. In March 2004, Morrison submitted core funding requests to The Cleveland Founda-
tion and the Gund Foundation to assist in rebuilding REI. These funding requests are still pending.
• To build a foundation for cluster development in Northeast Ohio, Morrison worked with Steve Minter at Cleve-
land State University to launch the Universities Collaborative, a practical economic development partnership
among the region’s colleges and universities.
• To meet REI’s obligations to the SBC Foundation, REI began a series of weekly events, REI.Tuesdays that
launched the Open Source model in Northeast Ohio; doubled the number of “annual meetings” to two a year;
and strengthened its relationship with ideastream, the local public television station. In 2004, ideastream and REI
announced a new partnership with MacNeił Lehrer Productions to conduct citizen deliberations on education
and the economy in Northeast Ohio.
• REI accepted an invitation from the Indiana Humanities Council to introduce the Open Source model at twelve
regional forums in Indiana in 2005. As part of this work, REI has formed a partnership with Purdue’s new Center
for Regional Development.
5
The REI Strategy
Vision
Establish Case, Northeast Ohio and REI as global leaders in advanced regional economic development.
Mission
Provide the practices and tools to transform regional economies and achieve sustainable growth.
Strategic Activities
• Conduct research.-- Create and grow a portfolio of actionable hypotheses for building REI’s intellectual property;
• Build open innovation networks.-- Incubate and support innovative, collaborative networks -- “clusters” -- that im-
prove regional economic performance;
• Develop products and services.-- Create and market a portfolio of products and services to increase advanced regions’
economic development effectiveness;
• Educate.-- Conduct civic discussions, classroom activities and public policy debates to promote creative, innovative
and sustainable development practices.
Metrics
• Building Case’s national brand

• Generating funds for the University
Sample Initiatives
• Conducting research
‣ Analyze cost structure of Cuyahoga County government
‣ Analyze workforce development systems in Northeast Ohio
‣ Analyze Ohio aerospace markets
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‣ Design a Cleveland innovation zone
• Building open innovation networks

‣ Incubate a new Center for Health and Disease Management
‣ Incubate a new bio-diesel distribution business in East Cleveland
‣ Build network of sustainability organizations in Northeast Ohio
‣ Develop open innovation system for small component manufacturers in Northeast Ohio
• Developing products and services

‣ Promote Open Source Economic Development model
‣ Publish EDPro Weblog
‣ Develop electronic magazine on innovation in Northeast Ohio
• Educating civic leaders

‣ Conduct weekly dialogues on creativity and innovation in Northeast Ohio
‣ Conduct semi-annual meetings on regional economic development in Northeast Ohio
‣ Promote the policy connection between early child care and economic development
‣ Develop framework for regional, national and international energy policy analysis
7
REI’s Major Accomplishments Since 2003
• Created the Universities Collaborative, an economic development partnership among Case, Cleveland State Uni-
versity, Kent State University, Lorain County Community College, The University of Akron, and Youngstown
State University. The Universities Collaborative, developed in consultation with the Northeast Ohio Council on
Higher Education (NOCHE), provides the foundation for cluster development in Northeast Ohio.
• Launched a strategy to build innovative networks (“clusters”) in Northeast Ohio. These initiatives include:
‣ A new cluster in “predict and prevent” health care;
‣ A new cluster for bio-fuels production and distribution;
‣ A partnership with TransTech to develop a hybrid electric vehicles demonstration project;
‣ A new cluster in creative digital media;
‣ An innovation and training consortium among small component manufacturers;
• Conducted 78 REI.Tuesday forums to launch the Open Source Economic Development model. REI.Tuesdays gen-
erated over 2,700 visits to the Peter B. Lewis Building by members of the community.
• Incubated a series of economic development initiatives, based on discussions at REI.Tuesdays:

‣ A new cluster of businesses involved in supporting teleworking
‣ REAL NEO, a new community-based platform for collaboration based on the model of Open Source Eco-
nomic Development;
‣ A new partnership among area schools, led by Baldwin Wallace, to develop a stronger network to support
international students;
‣ A car sharing project for University Circle that has been funded by the Civic Innovation Lab;
‣ A new network of sustainability organizations in Northeast Ohio called the Green City Blue Lake network;
‣ An emerging partnership among REI, the Center on Poverty and The Schubert Center for Child develop-
ment on early childhood development and economic development;
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‣ The New Energy Roundtable, an innovative initiative to structure an on-going public dialogue on energy
technology assessments for regional, national and international markets.
• Established a partnership with ideastream and MacNeil Lehrer Productions to conduct an annual Deliberation
Day on critical public policy issues.
• Continued partnership with ideastream to produce the “Making Change” series on public radio, which explores
alternatives to “The Quiet Crisis”.
• Established a partnership with the Indiana Humanities Council to conduct twelve regional forums throughout
Indiana to encourage regional economic development using the Open Source Economic Development model.
• Established a partnership with the Center for Regional Development, a new initiative of Purdue University.
• Managed a process to develop initiatives for East Cleveland 2010. These initiatives include a partnership with
Cleveland State and Kent State University to provide support to East Cleveland; an initiative to upgrade com-
puter systems to improve tax collections and water fees; and other initiatives.
• Published the EDPro Weblog, a publication that reaches 1,300 economic development professionals throughout
the U.S. each week.
• Developed a new electronic magazine on innovation in Northeast Ohio.
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Testimonials of REI’s Performance
• REI’s focus on building networks and on magnifying the effectiveness of existing networks in NE Ohio provides
exactly the kind of practical activity that makes best use of our resources in our program (foreign students and
business professionals) and opens immediate ways that we can contribute through internationalization to the re-
gion’s development. My initial excitement on affiliating with REI has already been justified, and I am very confi-
dent and optimistic about our future together.

Malcolm Watson
Director, International MBA
Baldwin-Wallace College
• It is with great pleasure that I write in unequivocal support of Ed Morrison and REI. Ed and his staff have been
tireless in their efforts to reach out and communicate with the surrounding community. I cannot applaud these
important efforts enough. Their success in doing this is demonstrated in the energetic collaborations between in-
dividuals and institutions where none existed before.
I think that the fact that three “Tuesdays at REI” have been held at the Natural History Museum clearly demon-
strates that the invisible walls that, in the past, impeded communication between CWRU and University Circle
are being razed through greater communication. Ed and his REI colleagues are helping make this long needed
transition. I was very flattered to have been invited to participate in three REI events, again showing increased
communication between our respective institutions.
Another example is the recent “Cultural Collaborative” between the Western Reserve Historical Society, the
Cleveland Botanical Garden, and the Cleveland Museum of Natural History. This event represents not only a
novel and unique partnership in University Circle but to North America as well. This developing collaborative
was assisted by Ed and one of his students.
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In sum, I fully support the work being done by Ed Morrison and REI. I look forward to working with them in the
future.
Bruce Latimer, Ph.D.
Executive Director
Cleveland Museum of Natural History
• Thank you very much for the opportunity to share how impressed I am with what you and Betsey Merkel have
done at REI – your organization has changed my life. When I moved into Cleveland Heights, I had misgivings,
because the distance to work is farther, and the taxes are higher; but now I am overjoyed. Your organization has
introduced me to high caliber people who make things happen and get things done. I can’t wait to have a party
for the new friends I have made through REI.
Furthermore, I am impressed with the more immediate projects that REI has inspired. People like Herb Crowther
and Phil Lane are developing bio-fuel plants and electric cars. You also have other energy-related initiatives,
along with ways to improve Cleveland’s infrastructure. You are doing a great job, and I am proud to be part of it.
I am copying this note to Art Anton, the President and CEO, of Swagelok Company, where I have worked for 38
years. Art, like me, is a Case grad who is very interested in serving the city of Cleveland and North East Ohio.
I’m sure he will be very impressed with your accomplishments as he learns more about them.
Richard Medvik
Standards and Regulatory Compliance Engineer
Swagelok Company
• REI is the vehicle that gives concerned Clevelanders access to one another. It is not only the place where conver-
sations begin, but an organization providing the resources needed to take the next steps. Our personal experi-
ence began with a discussion at REI. That forum planted the seed of an idea, which led to a concept, and began a
collaboration. That collaboration developed the RAMTEC proposal which we believe can revitalize the manufac-
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turing industry in North East Ohio, and potentially, the United States. As our team works to take the next steps
toward making the proposal a reality, we would like to gratefully acknowledge REI’s role as incubator and men-
tor.
Marybeth Mathews
Tom Strbac
Dave Watson
RAMTEC
• REI and CSU’s Center for Economic Development are partnering on two projects. The first project consisted of a
partnership between the two university centers and Jack Kleinhenz. The project was undertaken for the Ohio
Department of Developnment and Ohio Aerospace Institute. The project was successfully completed in the
Spring of 2005.
The second project is at its initial stages. REI and CSU’s Center for Economic Development are partnering on
work for Cuyahoga County’s Department of Development and the Blue Ribbon Committee. The lead on this
project is REI and CSU is a subcontractor to REI.
The two centers, along with other universities in Northeast Ohio, submitted two proposals to the Fund for Our
Economic Future. The universities were not selected as the lead consultant on these projects. The two centers
have different expertise and bring different sets of skills to the projects and clients. The partnership between the
two centers works well.
Ziona Austrian
Director
Center for Economic Development
Cleveland State University
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• REI has done a great job connecting various groups within the region. They have truly been the leader in net-
working in NEOhio. NEOSA has worked with the staff at REI on the Future Forum. They are a group of creative
thinkers who are able to get a lot done with a very small staff. I believe they have been invaluable to the region
and look forward to working with them in the future.
James B. Cookinham
President
Northeast Ohio Software Alliance NEOSA
• REI has been a great partner in the work to create a broad network for sustainability in Northeast Ohio. REI regu-
larly convenes some of the most innovative people in the region -- bringing new faces to the table and providing
a conceptual framework for the transformation of economic development practices. It’s a model for how universi-
ties can engage the community.
David Beach
Executive Director
EcoCity Cleveland
• REI is a catalyst that helped us understand the potential for libraries to intentionally engage in regional economic
development. Substantial civic space, social networks, skilled staff and information resources are already in
place--REI helped us understand how to “host the party” rather than wait to be invited!
Cathy Monin
President
Board of Trustees
Cleveland Area Metropolitan Library System
13
• The Center for Regional Economic Issues, under the leadership of Ed Morrison, is a vital strategic partner with
the Indiana Humanities Council and IHC-Leadership Indiana™. Working with 2,000 of Indiana’s top corporate,
government, education, foundation, and nonprofit leaders, the Humanities Council is partnering with REI and
Purdue University to develop competitive economic strategies, human capital strategies, and shared vision
among the public, private, and nonprofit sectors for the Next Indiana.
The Center’s model of Open Source Economic Development and its emphasis on civic networks and dialogue as
competitive strategies are truly innovative practical tools that our research shows to be unique in the nation. IHC
and key Indiana leaders specifically sought out REI as one of our most critical strategic partners to help Indiana
become more globally competitive. Open Source Economic Development is remaking Indiana’s economic land-
scape.
Scott Massey , Ph.D.

President and CEO
Indiana Humanities Council
• I am overwhelmed with the willingness of the members of REI to so graciously volunteer their time, energy and
talent to help my administration and the citizens of East Cleveland in our critical time of need. My gratitude is
beyond measure. I cannot thank REI enough for what they have done and are proposing to do for my city. Their
support is truly bringing to reality “a new day in East Cleveland”.
Saratha Goggins.
Mayor
City of East Cleveland
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• REI plays a very important “honest broker” function of bringing resources, and people, together around impor-
tant and exciting ideas. In this regard, you are unique in the scope of your interests and competence you bring to
the table. I think of you as one of Case’s “community outreach” departments in terms of serving as a focal point
for economic development and education issues in the community.
Thank you for your leadership on these issues.

Paul Sears
Dean, College of Business
Ashland University
• Partnering with Ed Morrison and the REI team could not have come at a better time. Our Center for Regional
Development was just in the infancy stage, and this partnership allowed us to (a) work with REI on a high-profile
project in Indiana and (b) bounce around ideas about our centers, how they can be helpful to their respective uni-
versities and how they can be most effective in making a difference in the economic development arena. The lat-
ter discussion led to the joint submission of a proposal to the National Outreach and Scholarship Conference at
the University of Georgia (October 2005). The proposal has been accepted and we look forward to working with
REI on the conference presentation and on other future projects and ventures. REI has a very impressive vision,
products and services. We are delighted to have such a close working relationship with Ed and REI.
Sam Cordes
Co-Director, Center for Regional Development
Purdue University
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• The Schubert Center for Child Development has been delighted to establish a working relationship with REI on
the multitude of issues impacting children in our city and region. This was evident in your recent presentation on
the relevance of research on children at Case’s recent Research ShowCase. You and REI have been invaluable in
bringing to the University and surrounding community the critical viewpoint that investment in early childhood
is an economic development issue. This is a topic that is receiving increasing interest nationally and we are de-
lighted to have someone with expertise in this area on the Case campus. The Schubert Center looks forward to
continuing and developing work with you.
Jill Corbin, Ph.D.
Director
The Schubert Center for Child Development
Case Western Reserve University
• “Regionalism” and “economic development” have never been greater topics of conversation or higher public pol-
icy priorities than today in Greater Cleveland. REI has brought substance and form and focus to this imperative
community-wide dialog. Diverse ideas and opinions on a myriad of critical subjects are invited to REI, dissected
by the audience and used to advance our community’s knowledge and momentum in practical and innovative
ways.
Paul Oyaski
Director of Economic Development
Cuyahoga County Commission
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• A report from Kentucky states that just a 20% substitution of conventional, high pollution imported diesel fuel
with clean burning, American made biodiesel will create 10,600 jobs in a region of 4.4 million people. We are do-
ing this in Northeastern Ohio, and it started in East Cleveland through the collaboration made possible by Ed
Morrison and REI. There is not space enough here to describe the next set of success stories we are creating
through these synergistic efforts, but they will redefine and return our region to its full potential.
Phil Lane
Chief Technology Officer
Midwest Biofuels LLC
• I am delighted to respond to Ed Morrison’s request for a testimonial about REI and its impact on me and my pro-
grams at Case Western Reserve and in the community, like The Intergenerational School. I think REI is a exceed-
ingly valuable resource for Case and our community that spurs us on to think creatively and deeply about com-
munity and academic networking in service to enhancing the viability of this region.
The programs I participated in concerning environmental sustainability, technology, early childhood development
intergenerational learning and cognitive science were top notch. Ed and his staff (also to be lauded) attract the key
players and their process stimulates people to go to the limits of their creative powers. REALNEO and its open
source software compliments the appreciative and inquiring process at REI. I am sure REI is a challenge to some
in Cleveland who currently purport to control the economic development space and think in limited ways about
entrepreneurship; so it should be and Ed and staff have done that job well.
Peter J. Whitehouse M.D.-Ph.D.

Director Integrative Studies,
Department of Neurology, Case Western Reserve University
University Hospitals of Cleveland
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• REI is a treasure and an invaluable resource for the Greater Cleveland region. The value of having nationally
recognized experts right in our own neighborhood should not be underestimated or taken for granted.
Issues ranging from government structure to regional cooperation to economic and workforce development, I can
count on REI to be on the forefront of issues facing our region and economy. In my position, I depend on the re-
search and expertise of REI nearly everyday.
Hugh B. Shannon
Government Service Coordination Manager
Cuyahoga County Commission
• REI provides the intellectual underpinnings to the practice of open source economic development. The signifi-
cance is this is of incalculable value, in the context of the industrial policy-derived solutions practiced in the re-
gion by others. The world’s successful regions use IT-empowered networks and their presence is the factor dif-
ferentiating regions of growth from others, in the United States.
My perspectives are those arising from a near 20-year career in Washington, DC and from having learned the re-
gion’s enterprise culture from my father, Allen C. Holmes. Close to home, his legacy is remembered through the
Weatherhead School’s annual community service award. As a former chairman of Case and national managing
partner of Jones Day, his networking practices imbued those close to him with a core appreciation of their value.
Moreover, the commercial and not-for-profit enterprises that I have founded in the past year, rely upon open
source technology. Your vision is an asset to the region: Keep up your continued support and encouragement.
Peter Holmes
Founder, Regional Economic Action Links North East Ohio (REALNEO)
http://realneo.us
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• REI is a great platform which connects us with regional business and industry leaders on many levels. REI also
provides a great window for our interests in bridging the gap between academia and the real world. I hope that
REI will continue grow as the important player in NEO to bridge academia and business.
Jurgen Faust
Chair, T.I.M.E Digital Arts
Cleveland Institute of Art
• “Open Source Economic Development”, developed and taught by Ed Morrison, is an important tool for Leader-
ship Indiana as we move our network of regional leaders to action. Globalization is a big concept that can leave
the individual feeling powerless as huge forces wash over the world. REI’s model helps frame a conversation
where leaders can determine the action steps that will make their community more competitive.
Ed Durkee
Director of Leadership Programs
Indiana Humanities Council
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Open Source Economic Development Model
Ed Morrison has developed a new model for regional economic development, Open Source Economic Development. The
Open Source model views economies as networks embedded in other networks. The model provides the analytical tools
that civic leaders need to build open innovation systems in regional economies. These open innovation systems are also
called “clusters”.
The Open Source model posits that competitive regional economies need collabora-
tions in the following areas:
Brainpower
• Building brainpower;
•Translating brainpower into wealth through entrepreneurship and in-
novation networks;
•Building quality, connected places to attract and retain talented peo-
ple;
Purposeful •Promoting the story of the region through effective brands; and
Dialogue
•Building strong civic habits of purposeful dialogue.
Quality,
Innovation REI is developing tools to assist civic leaders in implementing this
Connected
Networks
Places
model within neighborhoods, communities and regions. In the past
year, REI has organized the economic development discussions around
this approach in East Cleveland, the Cuyahoga County Commission and
Branding the state of Indiana.
REI aligns all of its activities with the Open Source model. Morrison distributes
the Open Source model under a Creative Commons license.
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Current REI Initiatives
I N I T I AT I V E DESCRIPTION PA RT N E R
REI.Tuesday Weekly forum to discuss various aspects of the Various. Currently webcasting REI.Tuesdays to Youngstown.
emerging innovation economy in NEO Discussing webcasts with Indiana Humanities Council for the
fall. Charleston (SC) Digital Corridor is adopting the model.
Making Change A series of semi-annual meetings, radio spots and SBC Foundation and ideastream
TV broadcasts that highlight the emerging innova-
tion economy in NEO
Deliberation Day An on-going series of citizen deliberations on criti- ideastream, MacNeil Lehrer Productions
cal issues facing the U.S. economy. Next Delibera-
tion Day will be on the Case campus in October.
Part of a national network of 16 sites.
Community of Minds Monthly forum of new thinking on the emerging Thompson, Hine
innovation economy in Northeast Ohio.
East Cleveland 2010 A strategy to apply Open Source Economic Devel- City of East Cleveland, The Cleveland Foundation, Cleveland
opment model to the challenges of building brain- State University, Kent State University. Immediate focus on
power and wealth in East Cleveland. We are improving operational effectiveness of East Cleveland City
launching Midwest Biofuels, the first bio-diesel government (CSU taking the lead). Case REI is focused on
distribution company in Northeast Ohio. business development. KSU is focused on physical develop-
ment.
New Energy Roundtable Development of a framework for a regional, na- Swagelok

tional, and international dialogue on our energy
future. Based on a new framework for conducting
orderly technology assessments.
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Center for Health and Disease Man- Formation of a cluster of companies involved with Eight companies
agement new model of health care: disease management
TransTech Development of a cluster of advanced transporta- TransTech, Thompson, Hine

tion businesses. First business: Midwest Biofuels.
Second business: Pilot launch of fleet of electric
hybrid commuter vehicles.
Ramtech Development of a consortium (“cluster”) of small Fifteen small component manufacturers in NEO, Thompson,
component manufacturers to accelerate automa- Hine
tion and improve training.
Indiana Humanities Council Advisory and speaking engagement for Leader- Indiana Humanities Council
ship Indiana, an initiative of the Indiana Humani-
ties Council
Purdue Center for Regional Develop- Partnership with the new Center for Regional De- Purdue Center for Regional Economic Development
ment velopment at Purdue to develop practical tools for
civic leaders to implement the Open Source Eco-
nomic Development model
Universities Collaborative Collaboration of colleges and universities across Case, Cleveland State, Kent State, University of Akron, Lorain
Noertheast Ohio to provide the infrastructure to County Community College, Youngstown State
build knowledge-based clusters
Regional Leadership Task Force Partnership with 14 leadership groups across Youngstown State
Northeast Ohio to implement Region Day and
build a collaborative network of regional leaders
Libraries in economic development Reframing the role of the public library system in Cuyahoga Area Metropolitan Library System (CAMLS), East
supporting civic dialogue in economic develop- Cleveland Public Library
ment
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Green City Blue Lake Network Establish a network of organizations across North- EcoCity Cleveland
east Ohio that are committed to establishing the
region as a global leader in sustainable develop-
ment
Early Child Care and Economic Devel- Emerging partnership to establish Case as a na- The Schubert Center for Child Development, Center on Urban
opment tional leader in an emerging area of economic de- Poverty and Social Change
velopment: Early child care
International student initiative Development of stronger linkages among interna- NOCHE, Baldwin Wallace College
tional students in Northeast Ohio to improve ca-
reer and business development opportunities
Cuyahoga County Commission Strate- Develop strategic framework for the Cuyahoga Cuyahoga County Commission, Cleveland State University
gic Action Plan for Economic Develop- County Commission’s economic development
ment budget
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REI.Tuesdays
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REI.Tuesdays
25
REI.Tuesdays
26
REI.Tuesdays
27
REI.Tuesdays
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Alignment of REI with Open Source Economic Development
I N N O VAT I O N A N D
E N T R E P R E N E U R- Q U A L I T Y, C O N- D I A L O G U E A N D I N-
I N I T I AT I V E BRAINPOWER SHIP NECTED PLACES BRANDING CLUSION
REI.Tuesday Using principles of Appreciate Inquiry, these forums explore different topics in each of these areas
Making Change Making Change also The primary focal point of the Making Change series has The Making Change series
develops themes been on innovation and globalization is also helpful in rebrand-
relating to early ing the region and estab-
childhood develop- lishing Case’s thought
ment and economic leadership in regional eco-
development nomic development
Deliberation The Deliberation Day in October 2005 will focus on Deliberation Day links the Deliberation Day is a proc-
Day the global impacts on the Northeast Ohio economy region and Case to ess of deliberative discus-
MacNeił/Lehrer Produc- sion, close to Appreciative
tions Inquiry
Community of These sessions highlight These sessions provide

Minds new business develop- another effort to change
ment opportunities emerg- the regional conversation
ing in Northeast Ohio’s away from “The Quiet
economy Crisis”
East Cleveland Focus on building new businesses in an inner city location, similar to Initiative for a Competitive Inner City (http://www.icic.org), the East
2010 Cleveland 2010 project is using the Open Source model as a strategic map for different initiatives
29
New Energy By framing the issue of our energy future in terms of an on-going, global dialogue, the New Energy Roundta- Vision of developing a
Roundtable ble touches all dimensions of the Open Source model global dialogue on energy
technology assessments
RAMTEC By developing a consortium (“cluster”) of small component manufacturers to accelerate automation, improve training and compete effec-
tively against low cost manufacturing bases, this initiative touches on all dimensions of the Open Source model
TransTech By developing a consortium (“cluster”) of advanced transportation businesses, this initiative touches on all dimensions of the Open Source
model
Indiana Hu- Development of a new model for regional economic development, based on Open Source Economic Development and Appreciative Inquiry
manities Coun-
cil
Purdue Center Development of practical tools for Open Source Economic Development and Appreciative Inquiry
for Regional
Development
Universities Collaboration of colleges and universities across Northeast Ohio to provide the infrastructure to build knowledge-based clusters
Collaborative
Center for A proposal that has emerged from REI’s research into evolving models of health care among self-insured companies
Health and Dis-
REI has identified an emerging high growth cluster in NEO
ease Manage-
ment
Libraries in eco- Reframing the role of the public library system in supporting all dimensions of the Open Source model
nomic devel-
opment
30
Green City Blue Establish a network of organizations across Northeast

Lake Network Ohio that are committed to establishing the region as a
global leader in sustainable development
Early Child Care Emerging partner- Establish a national lead-

and Economic ship to establish Case ership position for Cuya-
Development as a national leader hoga County and the re-
in an emerging area gion
of economic devel-
opment: Early child
care
Economic Land- Partnership with 14 lead-

scape project ership groups across
Regional Lead- Northeast Ohio to imple-
ership Task ment Region Day and
Force build a collaborative net-
work of regional leaders
International Development of stronger linkages among international students in Northeast Ohio to improve career and
student initia- business development opportunities
tive
31
Cuyahoga Addresses the issue Addresses the issue of Addresses the issue of Addresses the issue of Creates a new forum for
County Com- of how Cuyahoga how Cuyahoga County how Cuyahoga County how Cuyahoga County inclusion in developing
mission Strate- County can expand build open, flexible net- can compete in a global can become a national economic strategies for
gic Action Plan its emerging cluster works of innovative busi- economy leader in sustainable de- Northeast Ohio
for Economic of fast growth disease nesses velopment
Development management compa-
nies
32
Alignment of REI Initiatives with University Strategy
UNIVERSITY
MISSION:
C R E AT E A
C U LT U R E O F
T R A N S F O R M A- UNIVERSITY TEACHING AND
I N I T I AT I V E TION VA L U E S LEARNING RESEARCH S E RV I C E
REI.Tuesday
Making Change
These activities in-
Deliberation Day volve visitors com-
Community of ing to campus and
Minds experiencing a new

These activities In these activities, REI is build-
type of learning
promote university ing Case’s reputation for civic
East Cleveland through doing
values, especially leadership by translating the
2010
These activities are partnership and “think globally, act locally”
New Energy designed following social responsibility REI is developing a new maxim into practice
Roundtable the principles of framework for technol-
Appreciative In- ogy assessments
quiry
Policy development with
national and global im-
pact
33
UNIVERSITY
MISSION:
C R E AT E A
C U LT U R E O F
Center for Health REI is building new REI is promoting a new

and Disease tools to apply the theory model of “predict and
Management of clusters prevent” health care:
Integration of theory
In these initiatives, and practice
pact
REI is building new
TransTech clusters of innova- By working to build new clus-
tive companies in ters of innovative businesses in
RAMTEC REI is developing the Northeast Ohio, REI is promot-
Northeast Ohio
first consortium of com- ing Case’s civic leadership
Excellence and in- ponent suppliers dedi-
novation cated to open systems of
automation and training

pact
34
UNIVERSITY
MISSION:
C R E AT E A
C U LT U R E O F
Indiana Humani- In promoting partnerships with

ties Council leading institutions in Indiana,
REI is building Case’s national
Purdue Center
With these activities, leadership role in regional eco-
for Regional De-
REI is building net- nomic development
velopment
works with outside
Universities Col- organizations that REI promotes the vision that
laborative promote values of economic transformation will
partnership and come through open networks of
social responsibility collaboration with colleges and
universities in the middle of
these networks
With this vision, REI is project-

ing Case’s civic leadership
Regional Leader- Partnership and By supporting the first consor-

ship Task Force social responsibility tium of leadership groups, REI
is promoting Case’s civic lead-
ership
35
UNIVERSITY
MISSION:
C R E AT E A
C U LT U R E O F
Libraries in eco- By outlining the evolving role of

nomic develop- Partnership and public libraries in the knowl-
ment social responsibility edge economy, REI is promoting
Case’s civic leadership
Green City Blue Partnership and REI is promoting the vision of

Lake Network social responsibility Northeast Ohio as a global
leader of sustainable develop-
ment with colleges and univer-
sities as leaders in this strategy
Early Child Care Excellence and in- Integration of theory In this initiative, REI is
and Economic novation and practice combining Case’s na-
Development tional recognition in early
child research and eco-
nomic development

pact
36
UNIVERSITY
MISSION:
C R E AT E A
C U LT U R E O F
International stu- Mentorship and By working with the region’s

dent initiative diversity international students, REI is
translating the “think globally,
act locally” into specific initia-
tives
Cuyahoga Partnership and By working with the County

County Commis- social responsibility Commission, REI is translating
sion Strategic the “think globally, act locally”
Action Plan for into specific initiatives
Economic Devel-
opment
37
Alignment of REI Initiatives with Weatherhead Strategy
I N I T I AT I V E H E A LT H C A R E I N N O VAT I O N A N D E N- G L O B A L I Z AT I O N B AW B
TREPRENEURSHIP
REI.Tuesday Using principles of Appreciate Inquiry, these forums explore different topics in each of these areas
Making Change The primary focal point of the Making Change series has been on
innovation and globalization
Deliberation Day The Deliberation Day in October Deliberation Day is a process of

2005 will focus on the global im- deliberative discussion, close to
pacts on the Northeast Ohio Appreciative Inquiry
economy
Community of These sessions highlight new

Minds business development opportu-
nities emerging in Northeast
Ohio’s economy
East Cleveland 2010 Focus on building new busi-

nesses in an inner city location,
similar to Initiative for a Com-
petitive Inner City
(http://www.icic.org)
New Energy Round- Vision of developing a global dialogue on energy technology assess-
table ments
RAMTEC Development of a consortium (“cluster”) of small component manu-

facturers to accelerate automation, improve training and compete
effectively against low cost manufacturing bases
38
TREPRENEURSHIP
TransTech Development of a cluster of advanced transportation businesses. First

business: Midwest Biofuels. Second business: Pilot launch of fleet of
electric hybrid commuter vehicles.
Indiana Humanities Development of a new model for regional economic development, based on Open Source Economic De-
Council velopment and Appreciative Inquiry
Purdue Center for Development of practical tools for Open Source Economic Development and Appreciative Inquiry
Regional Develop-
ment
Universities Collabo- Collaboration of colleges and

rative universities across Northeast
Ohio to provide the infrastruc-
ture to build knowledge-based
clusters
Center for Health A proposal that has emerged from REI’s research into evolving
and Disease Man- models of health care among self-insured companies
agement
REI has identified an emerging high growth cluster in NEO
Libraries in eco- Reframing the role of the public

nomic development library system in supporting
civic dialogue in economic de-
velopment
39
TREPRENEURSHIP
Green City Blue Lake Establish a network of organiza-

Network tions across Northeast Ohio that
are committed to establishing the
region as a global leader in sus-
tainable development
Early Child Care and Emerging partnership to estab-

Economic Develop- lish Case as a national leader in
ment an emerging area of economic
development: Early child care
Economic Landscape Partnership with 14 leadership

project Regional groups across Northeast Ohio to
Leadership Task implement Region Day and build
Force a collaborative network of re-
gional leaders
International student Development of stronger link-

initiative ages among international stu-
dents in Northeast Ohio to im-
prove career and business devel-
opment opportunities
Cuyahoga County Addresses the issue of Addresses the issue of how Addresses the issue of how Addresses the issue of how
Commission Strate- how Cuyahoga County Cuyahoga County build open, Cuyahoga County can compete Cuyahoga County can become a
gic Action Plan for can expand its emerging flexible networks of innovative in a global economy national leader in sustainable
Economic Develop- cluster of fast growth dis- businesses development
ment ease management compa-
nies
40
APPENDIX: Estimating the Marketing Value of REI to Case
The marketing value to Case of REI is well over $300,000:
AUDIENCE E S T I M AT E D VA L U E COMMENTS
REI.Tuesdays Regional 90,000 1,800 impressions per year at $50 per

impression
Making Change: Reinventing Our Economy Regional 100,000 20 per year at $5,000 per spot
radio spots
Making Change: Reinventing Our Economy Regional 30,000 1 per year at $30,000
TV shows
Deliberation Day: PBS MacNeil Lehrer National 10,000 1 mention in a national broadcast
Deliberation Day: PBS MacNeil Lehrer Regional 50,000 1 hour show per year
Indiana Regional Leadership Summits Indiana 48,000 960 civic leaders in regional summits
at $50 per impression
Indiana State Leadership Summit Indiana 20,000 400 civic leaders at state summit at
$50 per impression
Estimated Total Value to Case $348,000
41
APPENDIX: The University Strategy
University Vision
The University vision is captured in the phrase: “Case Western Reserve University strives to be the most powerful learn-
ing environment in the world”. The University translates this vision into the following key dimensions:
• Responsible risk-taking
• Aspirations for national and global leadership
• Experiential learning
• Preparing morally and socially responsible life-long learners
• Productive partnerships with other outstanding institutions
• A diverse, challenging, supportive, entrepreneurial, and interdisciplinary environment of openness, respect, ac-
countability, and academic freedom
42
University Mission and Values
The University mission and values are expressed as follows. (Emphasis added to those phrases that connect to REI’s ac-
tivities.)
• Case Western Reserve University strives to be the most powerful learning environment in the world. We con-
stantly challenge ourselves to create a culture of transformation so engaging that students, faculty, staff, alumni,
trustees, and even visitors to campus become passionate about moving beyond themselves to express creativity,
to pursue innovation and discovery, and to serve humanity.
• As a university guided in all of its labors by values defined and sustained by constant moral discourse, we hold
ourselves accountable at every level of the institution for practicing our values of integrity and respect, excellence
and innovation, mentorship and diversity, academic freedom and entrepreneurship, partnership and social re-
sponsibility, efficiency and effectiveness, and continuous personal and institutional improvement.
• As an educational institution dedicated to leadership in teaching and learning, we seek to transform all learners –
faculty and staff as well as students – and support their personal growth and mentorship throughout their lives.
We seek to lead the nation as the research university where the challenges of creating new knowledge support the
values of a liberal education, where rigorous theory and practical, real-world experiences come together.
• As a research institution dedicated to leadership in scholarly investigation, we seek to transform knowledge it-
self, focusing resources into those areas of research and scholarship where we can have the greatest national and
global impact. In addition to research targeted to specific ends, we also accept our responsibility – unique to re-
search universities – to create and disseminate knowledge for its own sake, and we promote a culture of inquiry
marked by rigor, creativity, curiosity, innovation, respect, sensitivity, open communication of ideas, and lifelong
learning.
• As a service-oriented institution dedicated to civic leadership, we seek individually and collectively to trans-
form society by preparing our students to improve the human condition and by directing the benefits of discovery
toward a better society. Our uniquely transforming environment is not limited to the university’s own class-
rooms, laboratories, libraries, residence halls, and athletic fields, but includes partnerships with many other
great institutions, including those concentrated in University Circle, Greater Cleveland, Northeast Ohio, and be-
yond. To “think globally, act locally,” we build these partnerships in the service of national and international
43
leadership, believing that our ability to improve the human condition throughout the world should begin within
our own community.
• Case Western Reserve University strives to create a unique synergy among our education, research, and service
missions, which we view as inseparable. Organizationally, this means that we eliminate unnecessary bureaucracy,
striving to be the most efficiently run research university in the world in order to keep our focus on productivity
and maximize opportunities for inter-departmental, inter-school, and inter-institutional collaboration. Educa-
tionally, this means that student experiences in cultural institutions, clinics, social service agencies, or industry
are not viewed as “extra-curricular,” but combine with the demands and rigors of academic theory to create the
transforming learning experience that is a Case Western Reserve education.
Strategic Activities
The University will achieve its vision through building the following dimensions of the University:
Breakthrough research and education:

• Research and professional programs: Build on traditional strengths; focus on quality and recognition; provide
faculty, graduate student and post-doctoral support; make New Vision investments.
• Undergraduate Program: New liberal learning; CAS investment; SAGES; experiential education and rigorous
scholarship.
• Academic Medical Center: Premier educational and research programs; Case Research Institute; Healthy Cleve-
land; synergistic affiliations with all Cleveland hospitals.
Compelling Excellence:
• Institutional Culture and Values: Excellence and leadership; Cleveland partnerships; empowerment; account-
ability; entrepreneurship; innovation; responsible risk-taking; emphasis on technology transfer, diversity, effi-
ciency.
• Campus Environment: Capacity and quality space for research, education and campus life; Master Plan; College
Town; Campus Center; North Residential Village; enhanced University Circle Partnerships; service orientation.
44
• Resources: Outstanding faculty, students, staff, alumni, trustees and community partners; University advance-
ment through development, alumni affairs, marketing, communications, and government support; Trustee sup-
port and advocacy; Corporate support and royalties; Endowment growth.
APPENDIX: The Emerging Weatherhead Strategy

To achieve the new vision of “One Weatherhead”, the school will engage in the following activities:
• Strengthening the core disciplines of the school;

• Broadening the appeal of degree and non-degree programs; and
• Recommitting to a culture of excellence and merit.
To strengthen the core disciplines of the school, Weatherhead will focus on globalization and new methods for teaching
managers.
To broaden the appeal of degree and non-degree programs, the Weatherhead strategy is focused on 1) strengthening un-
dergraduate programs; 2) improving the program mix or graduate degree programs; 3) expanding the appeal of Executive
Education; and 3) establishing four “schools within the school”:
• The Global Business Studies Institute

• Entrepreneurship and Innovation
• Business as an Agent World Benefit
• Health and Bioscience
45
To commit to a culture of excellence and merit, the school will:
• Establish a new faculty merit review

• Promote values of openness and fairness
• Promote multidisciplinary and interdisciplinary approaches to education and research
46

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BACKGROUND MATERIALS FOR CASE REI

CASE CENTER FOR REGIONAL ECONOMIC ISSUES

A Brief History of REI 4

The REI Strategy 6

REI’s Major Accomplishments Since 2003 8

Testimonials of REI’s Performance 10

Open Source Economic Development Model 20

Current REI Initiatives 21

Alignment of REI with Open Source Economic Development 29

Alignment of REI Initiatives with University Strategy 33

APPENDIX: Estimating the Marketing Value of REI to Case 41

APPENDIX: The University Strategy 42

APPENDIX: The Emerging Weatherhead Strategy 45

• A new approach to preventive health care and disease management;

• Creative digital media;

• Bio-fuels production and distribution, as well as other new energy sources;

• Hybrid electric vehicles;

• Advanced logistics education and training;

• Tele-working with advanced IT infrastructures;

• Automation and training for component manufacturing.

• Building Case’s national brand

• Building open innovation networks

• Developing products and services

• Educating civic leaders

• Incubated a series of economic development initiatives, based on discussions at REI.Tuesdays:

• Developed a new electronic magazine on innovation in Northeast Ohio.

Scott Massey , Ph.D.

Thank you for your leadership on these issues.

Peter J. Whitehouse M.D.-Ph.D.

New Energy Roundtable Development of a framework for a regional, na- Swagelok

TransTech Development of a cluster of advanced transporta- TransTech, Thompson, Hine

Community of These sessions highlight These sessions provide

Green City Blue Establish a network of organizations across Northeast

Early Child Care Emerging partner- Establish a national lead-

Economic Land- Partnership with 14 lead-

Community of ing to campus and

Minds experiencing a new

Center for Health REI is building new REI is promoting a new

Policy development with

Indiana Humani- In promoting partnerships with

With this vision, REI is project-

Regional Leader- Partnership and By supporting the first consor-

Libraries in eco- By outlining the evolving role of

Green City Blue Partnership and REI is promoting the vision of

Policy development with

International stu- Mentorship and By working with the region’s

Cuyahoga Partnership and By working with the County

Deliberation Day The Deliberation Day in October Deliberation Day is a process of

Community of These sessions highlight new

East Cleveland 2010 Focus on building new busi-

RAMTEC Development of a consortium (“cluster”) of small component manu-

TransTech Development of a cluster of advanced transportation businesses. First

Universities Collabo- Collaboration of colleges and

Libraries in eco- Reframing the role of the public

Green City Blue Lake Establish a network of organiza-

Early Child Care and Emerging partnership to estab-

Economic Landscape Partnership with 14 leadership

International student Development of stronger link-

REI.Tuesdays Regional 90,000 1,800 impressions per year at $50 per

Estimated Total Value to Case $348,000

Breakthrough research and education:

APPENDIX: The Emerging Weatherhead Strategy

• Strengthening the core disciplines of the school;