Cluster Groups Template/Form

Overview of Intervention

(1) Intervention Title

(2) Brief description of the intervention

(3) Cluster Identifier (letter)

(4)Level of intervention: Micro, meso, macro or research?

• Micro: intervention is focused on impacting creators and users. Associated keywords: Learning & Teaching, Guidance/Training/Mentoring, Customization/Reuse/Remix/Business & Sustainability Models
• Meso:Intervention focuses on the intermediaries, infrastructure and elements that help to link creators and end-users and contribute to building the systemic elements that facilitate the delivery, distribution and flow of OER materials. (Associated keywords: Accessibility, Tools & Technology, Search & Discoverability mechanisms, Quality Control, Accreditation, Feedback mechanisms)
• Macro:intervention addresses broader systemic issues such as policy and legal frameworks or behavioral and cultural aspects that shape the overall OER ecosystem. (Associated keywords: Supportive Policies, Copyright & Licensing, Community Building, Lobbying)
• Research: focus is on improving information and effort to understand the opportunities, challenges, impacts and efficacy of various OER strategies and mechanisms. (Associated keywords: Impact assessments, Evidence gathering and sharing, Case Studies)

Key Intended Attributes of Intervention

(5) Primary (or initial) context of intervention:

• Formal learning
• Informal learning
• National (focus on one country)
• Multinational

(6) Primary Actors: who drives implementation?

• Content creators
• End users (teachers, learners, etc.)
• Facilitators/intermediaries
• tool builders
• distributors/content hosts
• publishers
• schools
• other: (please specify)
• Researchers
• Policy makers

(7) Requires new intermediary or supporting organization?

• Can be implemented by existing organizations.
• Would require a new consortium of existing organizations
• Would require expanded cooperation of an existing cooperative arrangement of institutions
• Would require the creation of new organizations to implement

(8) Intended Timeframe:

• Hackable? i.e. able to explore, initiate or pilot with a short burst of hacking/development, including Friday’s Hackday?;
• Short-term – reaches maturity in less than a year
• Medium-term – reaches maturity in 2-4 years
• Long-term – reaches maturity in more than 4 years

(9)Ongoing management needs - low, medium, or high?

• Low – little additional effort to maintain
• Medium – significant ongoing effort required to maintain
• High – intensive effort to maintain

(10) Contributes to High Quality OER Supply:

• Aimed at facilitating sustainability?
• Aimed at facilitating re-usability of OER?
• Translation component?

(11) Contributes to Supportive Policies:

• Requires or is focused on supporting legal and/or formal policy changes?
• Focus of policy intervention:
  • Institutional level
  • National
  • Global

(12) Contributes to OER standards:

• Facilitates feedback and quality assessment?
• Promotes interoperability?
• Promotes accessibility?
• Promotes discoverability?

(13) Adoption & Reach:

• Expands audiences and increases OER adoption?
• Engages non-traditional audiences?
• Focus on community building?
• Requires significant public outreach campaign?
• Likely to face opposition from vested interests?
• Behavioral changes or cultural shift required?

(14) Research & Evaluation:

• Supports evidence-gathering, data collection, impact assessment?
• Requires more research and supporting information?

Implementation Requirements/Considerations

15) Financial requirements: low, medium, high? a. Low - can be implemented with little or no additional funding b. Medium - less than 100k per year c. High - more than 100k per year

16) Coordination needs - low, medium, or high? a. Low - able to launch without recruiting other participants b. Medium - requires coordination and buy-in of several organizations c. High - requires broad coordination/buy-in

17) Dependencies - low, medium, or high? a. Low - stand alone intervention that requires no complementary efforts; b. Medium - depends on another change/intervention; c. High - depends on several other complementary interventions/changes

18) Level of risk and uncertainty - low, medium, or high? a. Low – results are predictable b. Medium – reasonable degree of predictability c. High – results are unpredictable

19) Implementation complexity - low, medium, or high? a. Low – easy to implement b. Medium – reasonable to implement High – it is complicated c. 20) What types of innovations are required for development and implementation? (short answer)

21) Additional important considerations that have not been covered in the questions above? (short answer)