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Eco-E Project Kick-off Class of 2020 Emily Cotter, Eco-E Program Manager April 1, 2019

This document provides guidelines and information for the Eco-E projects for the class of 2020, including registration, grading, evaluations, project management, workshops, website creation, team meetings, project funding, and faculty advisors.

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Eco-E Project Kick-off Class of 2020 Emily Cotter, Eco-E Program Manager April 1, 2019

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  1. Eco-E Project Kick-offClass of 2020Emily Cotter, Eco-E Program ManagerApril 1, 2019

  2. Eco-E Projects for 2019-2020 • Moxie (Plastic Free) • Reedone

  3. Information Sources • Group Project and Eco-E Project Guidelines • Internal Services>Academic and Student Information>MESM GROUP PROJECTS and Eco-E PROJECTS • Master’s Project Public Presentations • Friday, April 26, 1:00-6:30 pm • Past Reports, Briefs, and Posters • GP: http://bren.ucsb.edu/research/gp_past.html • Eco-E Projects: Final Reports on file with Academic Programs Coordinator

  4. Registration & Grading • Register with Cotter • Spring 2019: ESM 402A (4 units) • Register with your faculty advisor • Fall 2019: ESM 402B (4 units) • Winter 2020: ESM 402C (4 units) • Spring 2020: ESM 402D (2 units) • Spend 10–12 hours/week on Eco-E Project. • Try to balance workload across quarters. • A grade of B or better is required in all of ESM 401/402 • Not every team member necessarily gets the same grade!

  5. Faculty Advisors • Emily Cotter • Matt Potoski: Moxie (Plastic Free) • Mark Buntaine/Bruce Kendall: Reedone

  6. Grading ESM 402A - spring 2019 with Cotter Grade assigned by Cotter 402B (fall 2019), 402C (winter 2020), 402D (spring 2020) Grade assigned by co-advisors (Cotter/Potoski and Cotter/Buntaine/Kendall) * B or better required in all sections

  7. Evaluations Extremely important that every team member participates and provides thorough and informative feedback Peer/Self Evaluations Completed at end of each quarter Submit to Eco-E Project Coordinator Faculty Advisor Evaluations Spring 2020: Submit to Group Project Coordinator

  8. Project Management • Eco-E Project member roles: • Project manager (PM) • Financial manager (FM) • Data manager (DM) • Outreach manager (OM) • Editor (E) • Create project management plan at start of 402A • Create a team alias (concise, professional, topical, unique) • By Fri, April 5: Report roles and alias toGroup Project Coordinator Sean Kerr • Attend relevant workshops

  9. Workshops • Optional: Client Relations (Bren Career Team) • Tues, Apr 2, 11:00 am – 12:15 pm • Financial management (Bridget Mastropietro) • required for FM, individual meetings to be scheduled in week 3 • Data management & computing (Compute Team) • required for DM, date TBD • Outreach Manager Workshop (Lisa Leombruni, Allison Horst) • required for OM, Weds, Apr 24, 11:00 am-12:30 pm • Web Design Workshop (Rob Turner) • Optional for OM, date/time TBD • Project management (John Jostes and 2nd year MESM PMs) • Required for PM, Wed, May 8 at 11:00 am – 12:00 pm

  10. Website • Each team must create (by Jun 14) and maintaina website for the duration of your project • Minimum content: • Name and emails of all team members • Team email address • Names and email of advisor(s) • Description & significance of your project • http://www.bren.ucsb.edu/research/current_gp.htm

  11. Team Meetings • Meet at least once weekly as a team • Do not meet at 11:00 – 12:00 on weekdays • Designated student meeting spaces: • Visitors Center - business hours • Manzanita (BH 4329) - business hours • Bonsai (BH 4402) - all hours • Students (not advisors) schedule meetingsand reserve meeting rooms • Reserve meeting rooms on Google Calendar • Email scheduling@bren.ucsb.edu • if student rooms are booked • to reserve media equipment

  12. Computer Work Stations • One computer station assigned per group in BH 3330 or BH 1011 • Tentative move-in date: Mon, May 13

  13. Project Funding • Each team has a budget of $1,300 • + $200 for printing. • Most projects can be done on this budget • FM schedule meeting with Bren Financial Manager Bridget Mastopietro • learn financial procedures • obtain Project Code (Fund Number)

  14. MVP Funding • Each team has a budget of $1,500 • This additional funding for Eco-E Projects is for development of Minimum Viable Products (MVPs) • Funds will be available at the beginning of Fall quarter 2019 • Made possible by EEAC and other donor contributions to Eco-E

  15. Gifts • All gifts coordinated by Director of DevelopmentGift overhead is 6% • e.g., donor gives UCSB $100 ➜ you get $94 • Active fundraising by students without guidance is NOT appropriate • Under NO circumstancesshould you talk to anyone about giving a gift without first speaking with Assistant Dean for Development Lotus Vermeer!

  16. Faculty Advisors • Each team has at least two faculty advisors • Attend ESM 402A and meet with faculty advisors as needed • Your faculty advisors will: • monitor progress • provide technical assistance/expertise • evaluate project • assign grades • Allow at least a week for feedback on anything written • No two advisors alike

  17. Faculty Advisors • During your first meeting discuss: • Expectations • Project scope • Objectives • Meeting schedule • If you have 1 primary Bren faculty advisor: • You MUST add another Bren faculty member (or 0% affiliate) to your external advisory committee (plus one or more industry experts). • If you have 2 primary faculty advisors: • You should select two or more industry experts for your external advisory committee.

  18. Eco-E ProgramFaculty Committee • 2019-20 Eco-E Program Faculty Committee: • Mark Buntaine, Bruce Kendall and Matt Potoski • Will review Lessons Learned Presentation in Spring 2019 and provide written evaluations and feedback

  19. External or Technical Advisors • Each team must engage 2+ external, technical advisors • One additional advisor may be a Bren faculty member • Interact with advisors with absolutely the highest standards of professionalism • When appropriate, invite advisors to: • attend “lessons learned” presentation in spring 2019 • attend defense in winter 2020 & public presentation in spring 2020 • ACKNOWLEDGE them frequently, privately and publicly(if they welcome this)

  20. Additional Resources • Research skills • Economics & Business Librarian Paige Sundstrom (paigesun@ucsb.edu) • Librarian Kristen LaBonte (klabonte@library.ucsb.edu)

  21. Human Subjects • For Group Projects, if you are conducting a survey or working with human subjects, you MUST obtain approval (or an exemption) from the Human Subjects Committee (HSC) through the UCSB Office of Research. • Eco-E research does not meet the criteria for human subjects research (i.e., it is not considered a systematic investigation designed to develop or contribute to generalizable knowledge). • IRB review and oversight is not required for Eco-E Projects. • Consider taking ESM 269 Survey Design in Spring 2019 (T/R 9:30-10:45 am) in Weeks 1, 4, 5, 7, 8 • Review Office of Research site: http://research.ucsb.edu/compliance

  22. Non-Disclosure Agreements • If a source will provide you with data that are confidential or restricted, you likely will need a Non-Disclosure Agreement (NDA) • Students may NOT sign an NDA under any circumstances • To prepare an NDA, your source must work with the Office of Technology and Industry Alliances • If you need an NDA, please contact Eco-E Project Coordinator as soon as possible • *IMPORTANT* Students and faculty advisors should NOT receive any confidential information or data from the source until AFTER NDA is fully executed and finalized.

  23. Summer Internships Eco-E Summer Intern Fellowship • Application deadline: April 12th • Subsequent application deadline: May 10th

  24. Other Internship Funding • For low-paying or unpaid internships only • Organization (not Career Team) identifies qualified student for internship. • Application for internship funding is open, apply as soon as you are confirmed to accept a low-paying or unpaid internship. • Students are encouraged to apply as soon as they have received an offer. The application can be accessed through the Online Network. • For more information: career@bren.ucsb.edu

  25. Eco-E Project Deliverables Spring 2019 • Project Management Plan • Environmental problem literature review • Develop business model • Eco-E Opportunity Analysis Presentation to EEAC • Sprint Presentations • Sprint progress reports and updates • “Lessons Learned” Presentation to external judging panel • “Lessons Learned” Presentation to Eco-E Program Committee • Website • Self/peer evaluations

  26. Eco-E Project Deliverables Fall 2019 • “Lessons Learned” Presentation to EEAC • Environmental benefit literature review • Draft paper/outline • Peer/self evaluations

  27. Eco-E Project Deliverables Winter 2020 • Final report • Faculty Review • Enter new venture competitions (2 required) • Peer/self evaluations * All students are required to participate in defense.

  28. Faculty Reviews (W20) • Weeks 5-6 of Winter 2020 • Presented to advisor and 2+ other Bren faculty • Opportunity to present and receive feedback from facultyon methods, analysis, preliminary results • Focus on project’s scientific content and proposed business model • Open to all Bren faculty and students • May invite external advisors

  29. New Venture Competitions UC Berkeley Big Ideas Contest (Nov 2019-Apr 2020) UCSB New Venture Competition (Dec 2019-May 2020) UC Berkeley/Haas Global Social Venture Competition (Jan-Apr 2020) International Business Model Competition (Mar-May 2020)

  30. Eco-E Project Deliverables Spring 2020 • Poster • Marketing collateral • Final Presentation • Final website • New venture competitions • Faculty evaluation * All students are required to participate in final presentations.

  31. Public Presentation • Spring quarter: Friday, April 24, 2020 • General audience, including faculty, students,potential employers, community, and family members • Focus on substance, key findings, and significance • not methods and analyses • Poster session and reception follows

  32. Authorship • ALL team members MUST be acknowledged as co-authors on all deliverables produced by the team • If you plan to publish results: • ALL team members must be invited to be co-authors • Consider inviting your faculty advisor and/or PhD mentor to be a co-author • The only exception is when ALL team members agreeto a specific additional requirement for authorship • e.g., 2 units of ESM 596 in Spring 2020 • In this case, some team members may elect not to be co-authors.

  33. Problems • Students have primary responsibility for solving problems • Involve faculty advisors only after thorough efforts by team to solve problems • If serious problems arise (rare), go to Eco-E Project Coordinator or Assistant Dean • Written documentation is essential if an administrative solution is required • Campus ombuds office: http://ombuds.ucsb.edu

  34. Start Doing NOW • Read the Eco-E Project guidelines • Schedule team meetings • Define roles (PM, FM, DM, OM, E, IC) • Start developing your team • learn about each other • do something together • New team members: educate yourself about your project

  35. Satie’s Words of Wisdom • Master’s Project should not be all/overly consuming • Issues with team members/advisor/clients may or may not arise • This is one of the best preparations possible for your future career • The work belongs to ALL team members • Always reference others’ work, data, models • Have fun!

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