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The OS Strategic Planning and Implementation Guidesets the stage for the EELISA InnoCORE partners to re-think strategic planning and implementation of OS by following a common approach. The document presents a journey to OS adoption building upon a common framework and a dedicated toolbox. Firstly, we lay the foundation for a common methodological approach to understanding OS proficiency. OS scores were computed and used to profile the members of the partnership. Following the findings of the preliminary quantitative analysis,three phases of OS adoption were identified and described:Learning,Support, andGrowthphases.Each of the three phases is accompanied by a set of descriptors.OS descriptorsare statements that describe organisational behaviours and actions which indicate that the institution concerned has achieved a certain level of proficiency with regard to OS. OS descriptors complement OS scores to allow for a more comprehensive analysis. Consequently,three broad institutional profiles have been created:OS Learners;OS AchieversandOS Experiencers. There are several ways to use the descriptors.Therefore, an OS Journey has been imagined and described as amulti-stage process to help the partners to achieve OS adoption. The stages are chronologically presented; however, each HEI can decide on the path to take and start in the way they deem most appropriate for their context. Together with the OS scores, the descriptors can be used for diagnosis purposes, planning, implementation and reassessment, consistently informing the whole process of boosting organisational OS proficiency. Considering these arguments, the descriptors were integrated into anOS Action Plan (OSAP)Template.The OSAPand the bank of descriptors should be seen as acompassguiding planning, implementation, and assessment, rather than a to-do list. In this view, the partners will use the OSAP Template as a toolbox from which to pick and combine the most relevant elements considering the level of OS implementation and their specific context. For illustrative purposes,the Guideintroduces a case study of the use of descriptors and other additional tools. The Guide concludes with a presentation of mutual activities to be further considered. |
