Lab Strategic Planning Erik Gottschalk Scientist Advisory Council Meeting November 11, 2019
Introduction From the PAC Report, January 16-18, 2019: • p. 3 – “The committee commends the Laboratory for the Scientist Advisory Council and Strategic Planning Workshops , which engage the Fermilab community in discussions on future directions and annual planning for the laboratory.” • p. 14 – “The SAC activities have produced a variety of important outcomes, which have already yielded new research directions and white papers. While the SAC and Strategic Planning Workshops have different purposes, the committee recommends the laboratory explore how the grass-roots discussion in the SAC can be better integrated into the more formal Strategic Planning Workshop. From the PAC Report, July 18-21, 2019: • pp. 4-5 – “The SAC and the Integrated Program Planning Management (IPPM), which organizes the Laboratory’s strategic planning, have some overlap in membership and have had several meetings over the course of the calendar year, signaling that channels of communication are open between these two groups as they fulfill their distinct missions. The PAC welcomes the improved communication between SAC and IPPM.” 2 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Outline and Terminology • Strategic planning (SAC & IPPM) • IPPM strategic planning process • Annual strategic planning workshop (Jan. 9-10, 2020) • Discussion of SAC and IPPM integration • How can SAC help IPPM? Terminology: • ALP – Annual Lab Plan (DOE/SC strategic planning process) • DOE/SC – DOE Office of Science • DOE/FSO – DOE Fermi Site Office • DOE/OHEP – DOE Office of High Energy Physics • IPPM – Office of Integrated Planning and Performance Management • PEMP – Performance Evaluation and Measurement Plan 3 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Strategic Planning (SAC & IPPM) SAC IPPM Working groups Strategic planning groups All-scientist retreats (~180 scientists) Annual strategic planning workshop with lab-wide audience (80 – 120 participants) Working groups organized to prepare Strategic planning groups formulate the for the next community planning lab’s strategic plan in the context of the exercise (i.e. P5) P5 Plan and contribute to the Annual Lab Plan (ALP) process Long-term strategic planning for Near-term strategic planning for the next post-2026 era 5 – 10 years Internal strategic planning activity Internal strategic planning activity that that seeks expertise and advice from communicates the lab’s strategic plan the science community to multiple external audiences 4 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Planning Groups (SAC & IPPM) SAC and IPPM planning groups are organized by strategic themes. SAC Working Groups IPPM Strategic Planning Groups Cosmic Science Cosmic Science Energy Frontier Science Collider Science Neutrino Science Neutrino Science Precision Science Precision Science Quantum Science Quantum Science Accelerator Science Accelerator Science and Technology Computational Science Computing for Science Detectors for Science Detectors for Science (new) Artificial Intelligence (new) Infrastructure (proposed strategic theme) 5 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Strategic Planning (P5 Plan & DOE/SC Laboratory Plans) “Building for Discovery” (P5 Plan) DOE/SC 10-year plans for laboratories • Community planning process began 2012 • Annual DOE/SC planning process • Report released May 2014 • Fermilab Annual Lab Plan (ALP) • 10-year strategic plan for U.S. particle physics Ø Core capabilities • Establishes “science drivers” Ø Mission objectives
DOE Distribution of Core Capabilities 7 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Fermilab Strategic Plan Make the best use of lab core capabilities + people + infrastructure to strengthen the field of particle physics in the U.S. and host the world to advance scientific discovery and innovation. 8 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Mission Objectives in the Lab’s Strategic Plan Scientific Discovery and Innovation Capabilities Large-Scale Advanced Particle Accelerator User Facilities Core Computer Physics Science and Science, Technology Advanced Visualization Instrumentation and Data Objectives LBNF/DUNE Neutrino Science HEPCloud HL-LHC Mission Collider Science PIP-II Computing for Science High-Field Magnets Precision Science Artificial Intelligence LCLS-II Cosmic Science Quantum Computing Quantum Systems Quantum Sensors Active Archive Facility Accelerator Science Detectors for Science Accelerator Technology People and Infrastructure
IPPM Strategic Planning System • IPPM is responsible for managing strategic planning (i.e. lab goals and lab objectives) and tracking lab performance for PEMP goals, objectives and notable outcomes. • We do this using a system with multiple databases. 10 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
IPPM Strategic Planning System & DOE PEMP IPPM strategic planning system is based on a hierarchy of lab goals, objectives and activities similar in structure to the DOE PEMP. IPPM Strategic Planning System DOE PEMP IPPM system to manage lab strategy DOE system to evaluate lab performance Lab goals are defined for each PEMP goals: strategic theme. The goals articulate • Goals 1–3: science program (DOE/HEP...) high level lab strategy to achieve lab • Goal 4: lab management (DOE/SC) mission. • Goals 5–8: lab operations (DOE/FSO) Lab objectives linked to lab goals in a PEMP objectives linked to PEMP goals in a hierarchy hierarchy Lab activities linked to lab objectives PEMP notable outcomes define DOE define the lab’s science plan requirements for a specific fiscal year At the end of each fiscal year we report lab achievements (grouped by PEMP goals and objectives) to communicate what the lab has achieved during the year. The PEMP (Performance Evaluation and Measurement Plan) is the annual performance evaluation process DOE uses to grade all of the DOE/SC labs. 11 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Database for Lab Goals and Lab Objectives Science Plan is being updated in preparation for strategic planning workshop. 12 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Draft Science Plan (submitted to DOE/OHEP 6/19) Science Plan is being updated in preparation for strategic planning workshop. 13 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Draft Science Plan (submitted to DOE/OHEP 6/19) Science Plan is being updated in preparation for strategic planning workshop. 14 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Draft Science Plan (submitted to DOE/OHEP 6/19) Science Plan is being updated in preparation for strategic planning workshop. 15 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Draft Science Plan (submitted to DOE/OHEP 6/19) Science Plan is being updated in preparation for strategic planning workshop. 16 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Draft Science Plan (submitted to DOE/OHEP 6/19) Science Plan is being updated in preparation for strategic planning workshop. 17 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Draft Science Plan (submitted to DOE/OHEP 6/19) Science Plan is being updated in preparation for strategic planning workshop. 18 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
Linking Database Tables: Flow Down Example Lab Goal Lab Objective Lab Activity Operations Risk
Annual Strategic Planning Workshops • Our next strategic planning workshop is scheduled for Jan. 9-10, 2020 in the IARC lecture hall. • The agenda will include two half-days of presentations by strategic planning group leaders – Presentations of lab goals and objectives (10 + 5 minutes per theme) – LDRD presentation – SAC presentation • SAC is invited (tell your friends) 20 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
IPPM Annual Strategic Planning Cycle 1) Receive Annual Lab Plan (ALP) guidance (January) 6) Receive PEMP grades/feedback (December) Develop ALP Approve or informed by 5) Host annual strategic 2) Submit ALP revise lab goals lab goals, and objectives objectives, planning workshop document (April) and PEMP (Nov. / Dec.) Update existing Develop Lab and propose Director’s ALP new lab goals presentation and objectives Propose PEMP notable outcomes for next fiscal year to DOE 4) Receive PEMP notable 3) Present ALP to DOE/SC outcomes for fiscal year (October) and receive feedback (June) 21 11/11/2019 Erik Gottschalk | Scientist Advisory Council Meeting
SAC and IPPM Integration • While the SAC and IPPM have different purposes, the PAC recommends the laboratory explore how the grass-roots discussion in the SAC can be better integrated with IPPM planning processes. • Can SAC and IPPM strategic planning be integrated? • At the very least the SAC and IPPM need to be aware of and understand each other’s planning processes and outcomes. • We have an opportunity to improve lab strategic planning and reduce the number of committees (and meetings!) devoted to strategic planning by doing more to integrate SAC and IPPM.
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