BACKGROUND MATERIALS FOR CASE REI

CASE CENTER FOR REGIONAL ECONOMIC ISSUES 216.368.5110 June 6, 2005

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Table of Contents

Executive Summary A Brief History of REI The REI Strategy REI’s Major Accomplishments Since 2003 Testimonials of REI’s Performance Open Source Economic Development Model Current REI Initiatives REI.Tuesdays Alignment of REI with Open Source Economic Development Alignment of REI Initiatives with University Strategy
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Alignment of REI Initiatives with Weatherhead Strategy APPENDIX: Estimating the Marketing Value of REI to Case APPENDIX: The University Strategy APPENDIX: The Emerging Weatherhead Strategy

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Executive Summary
Purpose This document provides insights into the role that the Case Center for Regional Economic Issues (REI) plays at the University. 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 Development, 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.

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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 development 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 reflected 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, Ameritech 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 Ameritech 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 community 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 academic 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 positions at REI from six to two. In March 2004, Morrison submitted core funding requests to The Cleveland Foundation 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 Cleveland 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.

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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 improve 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

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REI’s Major Accomplishments Since 2003
• Created the Universities Collaborative, an economic development partnership among Case, Cleveland State University, 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 generated 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 Economic 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 development 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 computer 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 region’s development. My initial excitement on affiliating with REI has already been justified, and I am very confident 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 individuals 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 demonstrates 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 conversations begin, but an organization providing the resources needed to take the next steps. Our personal experience 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 mentor. 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 networking 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 regularly 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 universities 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

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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 landscape. 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 important 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 universities and how they can be most effective in making a difference in the economic development arena. The latter 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 delighted 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 policy 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 doing 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 programs at Case Western Reserve and in the community, like The Intergenerational School. I think REI is a exceedingly valuable resource for Case and our community that spurs us on to think creatively and deeply about community 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 research 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 significance is this is of incalculable value, in the context of the industrial policy-derived solutions practiced in the region by others. The world’s successful regions use IT-empowered networks and their presence is the factor differentiating 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 region’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 Leadership 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 collaborations in the following areas:
Brainpower

Purposeful Dialogue Quality, Connected Places

• Building brainpower; •Translating brainpower into wealth through entrepreneurship and innovation networks; •Building quality, connected places to attract and retain talented people; •Promoting the story of the region through effective brands; and •Building strong civic habits of purposeful dialogue.
Innovation Networks

Branding

REI is developing tools to assist civic leaders in implementing this 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 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 REI.Tuesday DESCRIPTION Weekly forum to discuss various aspects of the emerging innovation economy in NEO PA RT N E R Various. Currently webcasting REI.Tuesdays to Youngstown. 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 TV broadcasts that highlight the emerging innovation economy in NEO Deliberation Day An on-going series of citizen deliberations on critical issues facing the U.S. economy. Next Deliberation 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 innovation economy in Northeast Ohio. East Cleveland 2010 A strategy to apply Open Source Economic Development model to the challenges of building brainpower and wealth in East Cleveland. We are launching Midwest Biofuels, the first bio-diesel distribution company in Northeast Ohio. City of East Cleveland, The Cleveland Foundation, Cleveland State University, Kent State University. Immediate focus on improving operational effectiveness of East Cleveland City government (CSU taking the lead). Case REI is focused on business development. KSU is focused on physical development. New Energy Roundtable Development of a framework for a regional, national, and international dialogue on our energy future. Based on a new framework for conducting orderly technology assessments. Swagelok Thompson, Hine ideastream, MacNeil Lehrer Productions SBC Foundation and ideastream

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I N I T I AT I V E Center for Health and Disease Management TransTech

DESCRIPTION Formation of a cluster of companies involved with new model of health care: disease management Development of a cluster of advanced transportation businesses. First business: Midwest Biofuels. Second business: Pilot launch of fleet of electric hybrid commuter vehicles. Eight companies

PA RT N E R

TransTech, Thompson, Hine

Ramtech

Development of a consortium (“cluster”) of small component manufacturers to accelerate automation and improve training.

Fifteen small component manufacturers in NEO, Thompson, Hine

Indiana Humanities Council

Advisory and speaking engagement for Leadership Indiana, an initiative of the Indiana Humanities Council

Indiana Humanities Council

Purdue Center for Regional Development

Partnership with the new Center for Regional Development at Purdue to develop practical tools for civic leaders to implement the Open Source Economic Development model

Purdue Center for Regional Economic Development

Universities Collaborative

Collaboration of colleges and universities across Noertheast Ohio to provide the infrastructure to build knowledge-based clusters

Case, Cleveland State, Kent State, University of Akron, Lorain County Community College, Youngstown State

Regional Leadership Task Force

Partnership with 14 leadership groups across Northeast Ohio to implement Region Day and build a collaborative network of regional leaders

Youngstown State

Libraries in economic development

Reframing the role of the public library system in supporting civic dialogue in economic development

Cuyahoga Area Metropolitan Library System (CAMLS), East Cleveland Public Library

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I N I T I AT I V E Green City Blue Lake Network

DESCRIPTION Establish a network of organizations across Northeast Ohio that are committed to establishing the region as a global leader in sustainable development EcoCity Cleveland

PA RT N E R

Early Child Care and Economic Development

Emerging partnership to establish Case as a national leader in an emerging area of economic development: Early child care

The Schubert Center for Child Development, Center on Urban Poverty and Social Change

International student initiative

Development of stronger linkages among international students in Northeast Ohio to improve career and business development opportunities

NOCHE, Baldwin Wallace College

Cuyahoga County Commission Strategic Action Plan for Economic Development

Develop strategic framework for the Cuyahoga County Commission’s economic development budget

Cuyahoga County Commission, Cleveland State University

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REI.Tuesdays

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REI.Tuesdays

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REI.Tuesdays

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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 RI N I T I AT I V E REI.Tuesday Making Change BRAINPOWER SHIP Q U A L I T Y, C O NNECTED PLACES BRANDING D I A L O G U E A N D I NCLUSION

Using principles of Appreciate Inquiry, these forums explore different topics in each of these areas Making Change also develops themes relating to early childhood development and economic development The primary focal point of the Making Change series has been on innovation and globalization The Making Change series is also helpful in rebranding the region and establishing Case’s thought leadership in regional economic development Deliberation Day links the region and Case to MacNeił/Lehrer Productions Deliberation Day is a process of deliberative discussion, close to Appreciative Inquiry

Deliberation Day

The Deliberation Day in October 2005 will focus on the global impacts on the Northeast Ohio economy

Community of Minds

These sessions highlight new business development opportunities emerging in Northeast Ohio’s economy

These sessions provide another effort to change the regional conversation away from “The Quiet Crisis”

East Cleveland 2010

Focus on building new businesses in an inner city location, similar to Initiative for a Competitive Inner City (http://www.icic.org), the East Cleveland 2010 project is using the Open Source model as a strategic map for different initiatives

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I N N O VAT I O N A N D E N T R E P R E N E U RI N I T I AT I V E New Energy Roundtable BRAINPOWER SHIP Q U A L I T Y, C O NNECTED PLACES BRANDING D I A L O G U E A N D I NCLUSION Vision of developing a global dialogue on energy technology assessments RAMTEC By developing a consortium (“cluster”) of small component manufacturers to accelerate automation, improve training and compete effectively 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 Humanities Council Purdue Center for Regional Development Universities Collaborative Center for Health and Disease Management Libraries in economic development Reframing the role of the public library system in supporting all dimensions of the Open Source model A proposal that has emerged from REI’s research into evolving models of health care among self-insured companies REI has identified an emerging high growth cluster in NEO Collaboration of colleges and universities across Northeast Ohio to provide the infrastructure to build knowledge-based clusters Development of practical tools for Open Source Economic Development and Appreciative Inquiry Development of a new model for regional economic development, based on Open Source Economic Development and Appreciative Inquiry

By framing the issue of our energy future in terms of an on-going, global dialogue, the New Energy Roundtable touches all dimensions of the Open Source model

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I N N O VAT I O N A N D E N T R E P R E N E U RI N I T I AT I V E Green City Blue Lake Network BRAINPOWER SHIP Q U A L I T Y, C O NNECTED PLACES BRANDING D I A L O G U E A N D I NCLUSION

Establish a network of organizations across Northeast Ohio that are committed to establishing the region as a global leader in sustainable development

Early Child Care and Economic Development

Emerging partnership to establish Case as a national leader in an emerging area of economic development: Early child care

Establish a national leadership position for Cuyahoga County and the region

Economic Landscape project Regional Leadership Task Force

Partnership with 14 leadership groups across Northeast Ohio to implement Region Day and build a collaborative network of regional leaders

International student initiative

Development of stronger linkages among international students in Northeast Ohio to improve career and business development opportunities

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I N N O VAT I O N A N D E N T R E P R E N E U RI N I T I AT I V E Cuyahoga County Commission Strategic Action Plan for Economic Development BRAINPOWER Addresses the issue of how Cuyahoga County can expand its emerging cluster of fast growth disease management companies SHIP Addresses the issue of how Cuyahoga County build open, flexible networks of innovative businesses Q U A L I T Y, C O NNECTED PLACES Addresses the issue of how Cuyahoga County can compete in a global economy BRANDING Addresses the issue of how Cuyahoga County can become a national leader in sustainable development D I A L O G U E A N D I NCLUSION Creates a new forum for inclusion in developing economic strategies for Northeast Ohio

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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 ATION UNIVERSITY VA L U E S TEACHING AND LEARNING RESEARCH S E RV I C E

I N I T I AT I V E REI.Tuesday Making Change

These activities inDeliberation Day Community of Minds East Cleveland 2010 These activities are New Energy Roundtable designed following the principles of Appreciative Inquiry volve visitors coming to campus and experiencing a new type of learning through doing These activities promote university values, especially partnership and social responsibility REI is developing a new framework for technology assessments Policy development with national and global impact In these activities, REI is building Case’s reputation for civic leadership by translating the “think globally, act locally” maxim into practice

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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 ATION UNIVERSITY VA L U E S TEACHING AND LEARNING REI is building new tools to apply the theory of clusters Integration of theory In these initiatives, REI is building new TransTech RAMTEC clusters of innovative companies in Northeast Ohio Excellence and innovation REI is developing the first consortium of component suppliers dedicated to open systems of automation and training Policy development with national and global impact and practice RESEARCH REI is promoting a new model of “predict and prevent” health care: Policy development with national and global impact By working to build new clusters of innovative businesses in Northeast Ohio, REI is promoting Case’s civic leadership S E RV I C E

I N I T I AT I V E Center for Health and Disease Management

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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 ATION UNIVERSITY VA L U E S TEACHING AND LEARNING RESEARCH S E RV I C E In promoting partnerships with leading institutions in Indiana, REI is building Case’s national With these activities, REI is building networks with outside organizations that promote values of partnership and social responsibility REI promotes the vision that economic transformation will come through open networks of collaboration with colleges and universities in the middle of these networks With this vision, REI is projecting Case’s civic leadership Regional Leadership Task Force Partnership and social responsibility By supporting the first consortium of leadership groups, REI is promoting Case’s civic leadership leadership role in regional economic development

I N I T I AT I V E Indiana Humanities Council Purdue Center for Regional Development Universities Collaborative

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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 ATION UNIVERSITY VA L U E S TEACHING AND LEARNING RESEARCH S E RV I C E By outlining the evolving role of Partnership and social responsibility public libraries in the knowledge economy, REI is promoting Case’s civic leadership Green City Blue Lake Network Partnership and social responsibility REI is promoting the vision of Northeast Ohio as a global leader of sustainable development with colleges and universities as leaders in this strategy Early Child Care and Economic Development Excellence and innovation Integration of theory and practice In this initiative, REI is combining Case’s national recognition in early child research and economic development Policy development with national and global impact

I N I T I AT I V E Libraries in economic development

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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 ATION UNIVERSITY VA L U E S Mentorship and diversity TEACHING AND LEARNING RESEARCH S E RV I C E By working with the region’s international students, REI is translating the “think globally, act locally” into specific initiatives Cuyahoga County Commission Strategic Action Plan for Economic Development Partnership and social responsibility By working with the County Commission, REI is translating the “think globally, act locally” into specific initiatives

I N I T I AT I V E International student initiative

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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 NTREPRENEURSHIP REI.Tuesday Making Change Using principles of Appreciate Inquiry, these forums explore different topics in each of these areas The primary focal point of the Making Change series has been on innovation and globalization Deliberation Day The Deliberation Day in October 2005 will focus on the global impacts on the Northeast Ohio economy Community of Minds These sessions highlight new business development opportunities emerging in Northeast Ohio’s economy East Cleveland 2010 Focus on building new businesses in an inner city location, similar to Initiative for a Competitive Inner City (http://www.icic.org) New Energy Roundtable RAMTEC Vision of developing a global dialogue on energy technology assessments Development of a consortium (“cluster”) of small component manufacturers to accelerate automation, improve training and compete effectively against low cost manufacturing bases Deliberation Day is a process of deliberative discussion, close to Appreciative Inquiry G L O B A L I Z AT I O N B AW B

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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 NTREPRENEURSHIP

G L O B A L I Z AT I O N

B AW B

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 Council Purdue Center for Regional Development Universities Collaborative

Development of a new model for regional economic development, based on Open Source Economic Development and Appreciative Inquiry Development of practical tools for Open Source Economic Development and Appreciative Inquiry

Collaboration of colleges and universities across Northeast Ohio to provide the infrastructure to build knowledge-based clusters

Center for Health and Disease Management Libraries in economic development

A proposal that has emerged from REI’s research into evolving models of health care among self-insured companies REI has identified an emerging high growth cluster in NEO Reframing the role of the public library system in supporting civic dialogue in economic development

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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 NTREPRENEURSHIP

G L O B A L I Z AT I O N

B AW B

Green City Blue Lake Network

Establish a network of organizations across Northeast Ohio that are committed to establishing the region as a global leader in sustainable development

Early Child Care and Economic Development

Emerging partnership to establish Case as a national leader in an emerging area of economic development: Early child care

Economic Landscape project Regional Leadership Task Force

Partnership with 14 leadership groups across Northeast Ohio to implement Region Day and build a collaborative network of regional leaders

International student initiative

Development of stronger linkages among international students in Northeast Ohio to improve career and business development opportunities

Cuyahoga County Commission Strategic Action Plan for Economic Development

Addresses the issue of how Cuyahoga County can expand its emerging cluster of fast growth disease management companies

Addresses the issue of how Cuyahoga County build open, flexible networks of innovative businesses

Addresses the issue of how Cuyahoga County can compete in a global economy

Addresses the issue of how Cuyahoga County can become a national leader in sustainable development

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APPENDIX: Estimating the Marketing Value of REI to Case
The marketing value to Case of REI is well over $300,000:
AUDIENCE REI.Tuesdays Regional E S T I M AT E D VA L U E 90,000 COMMENTS 1,800 impressions per year at $50 per impression Making Change: Reinventing Our Economy radio spots Making Change: Reinventing Our Economy TV shows Deliberation Day: PBS MacNeil Lehrer Deliberation Day: PBS MacNeil Lehrer Indiana Regional Leadership Summits National Regional Indiana 10,000 50,000 48,000 1 mention in a national broadcast 1 hour show per year 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 Regional 30,000 1 per year at $30,000 Regional 100,000 20 per year at $5,000 per spot

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APPENDIX: The University Strategy
University Vision The University vision is captured in the phrase: “Case Western Reserve University strives to be the most powerful learning 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, accountability, and academic freedom

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University Mission and Values The University mission and values are expressed as follows. (Emphasis added to those phrases that connect to REI’s activities.) • Case Western Reserve University strives to be the most powerful learning environment in the world. We constantly 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 responsibility, 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 itself, 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 research 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 transform 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 classrooms, 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 beyond. To “think globally, act locally,” we build these partnerships in the service of national and international

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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. Educationally, 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, efficiency. 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.
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Resources: Outstanding faculty, students, staff, alumni, trustees and community partners; University advancement through development, alumni affairs, marketing, communications, and government support; Trustee support 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 undergraduate 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

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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

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