Task: 1.4 East County Economic Development Council Demonstration Project with Entrepreneurial Companies
Budget: $150,000 Date: 7-10-07 1. PROJECT OVERVIEW (1.4 Project Goal): -- Recruit and select the California Innovation Corridor’s “Innovation All-Stars” – a group of at least 40 innovation-based entrepreneurial ventures (that may include SBIR Phase II candidates) to provide kick-off forum training, benchmark their collective economic activity and ongoing business services, and insert needed training from CIC resources over a three-year period. The 1.4 project team will coordinate its efforts to integrate into the WIRED CIC Economic Development Model (1.1) a sustainable entrepreneurial infrastructure among the Corridor’s workforce investment and economic development community that supports knowledge of and responsiveness to the distinct needs of technology entrepreneurs. 1. Desired outcomes: A replicable training curriculum, in modules, and matrix of entrepreneur training resources resident throughout the California Innovation Corridor. Metrics and benchmarks applied to the 40 Innovation All-Stars tracked through the life of the project will be applicable to training modules that individual WIRED partners can adapt to their unique requirements. Integration of the traditional Workforce Investment Board (WIB) into the sustainable entrepreneur support infrastructure. Where feasible, show how cross-pollination between innovation “disciplines” can lead to further innovation and entrepreneurship. 2. Strategic Transformational Goal: To align with Innovation Support, Strategic Goal #1, quoted from Project Integration Protocol: “Create an atm osphere in which the culture, environment and systems are characterized and driven by robust innovation and flourishing entrepreneurship.” 2. SCOPE: This Subcontract is effective as of February 1, 2006, and shall remain in effect until November 30, 2008, unless terminated at an earlier date in accordance with the Termination provisions stated Exhibit C – General Provisions and Standards of Conduct. Continuation of the contract is contingent upon the successful completion of the quarterly milestones and tasks by the subcontractor.
3. PROJECT RESULTS: 1. Objectives 1. Coordinate the WIRED 1.4 team partners to understand and maximize their contribution to the entrepreneurship training program. 2. Provide orientation to innovation entrepreneurs, their unique resource requirements, measures of successful commercialization, the venture investment process to WIRED 1.4 team partners through email, conference calls, and in-person meetings (where feasible). 3. Provide orientation to WIRED 1.4 partners on the Small Business Administration’s (SBA’s) Small Business Innovative Research (SBIR) program to familiarize EDO and WIB partners with the agencies that fund SBIR, their expectations for return on investment, and the unique challenges for commercializing SBIR-funded technologies. (Learn to recognize the dominant characteristics of an SBIR firm that can be an “All Star.” 4. Produce a set of selection criteria for Innovation All-Stars to select the 40 or more companies to participate in the WIRED 1.4 Innovation Entrepreneurship Training program. 5. Support 1.4 team partners in their efforts to identify Innovation All-Stars based on the selection criteria provided.
6. Develop a set of metrics/benchmarks for tracking the Innovation All-Stars through the three years of the WIRED Project. Benchmarks should include their collective economic activity and ongoing business services needs over a 24-month period. 7. Embed among workforce investment and economic development organizations the important distinctions between general small businesses an d technology entrepreneurs, and demonstrate the importance of technology entrepreneurs to the California Innovation Corridor’s long term regional economic competitiveness. 8. Ensure that California Innovation Corridor’s WIRED partners add meaningful value to the “Innovation All-Stars” through training programs developed, employees placed, HR and workforce-related seminars and technical assistance provided, private sector value add partners integrated into local WIB or EDO’s sub-region networks. 9. Significant linkage exists between this project and Project 1.1, the development of the Economic Development Model, as it wil l be identifying how the Innovation Entrepreneurship Training program can be integrated into as well as expanded on with the Economic Development Model as a benefit to California’s economy and innovation workforce and an understanding of the culture of innovation entrepreneurship in the Economic Development and Workforce Development professionals in the Corridor. . 2. A description of work tasks and subtasks, including the outcomes and deliverables to be performed to accomplish the above stated objectives. a. Outcomes and Deliverables C. Plan to launch Innovation All-Stars Kick-Off Forum D. Develop selection criteria for Innovation All-Stars and instruct 1.4 partners on application of criteria to the identification of the All-Stars. Include criteria to evaluate Phase II SBIR winners for inclusion in the All-Star population. E. Hold Innovation All-Stars Kick-off Forum with at least 40 Innovation All-Stars selected by 1.4 team partners using the selection criteria. F. Develop a matrix that catalogs innovation entrepreneur resources and support available throughout the 13-County CIC. G. Develop a matrix of SBIR specific commercialization success criteria sorted by the funding agency, available commercialization resources, challenges/issues, a potential solutions. H. Develop benchmarks and metrics to track the Innovation All Stars through the first 24 month period and report their economic development impact I. Provide presentations to the other WIRED CIC partners, especially the EDO and WIB communities to transfer know-how about the unique requirements of innovation entrepreneurs.
D. OUTCOMES AND DELIVERABLES
Period: Grant Years Task from SOW Documentation: (Outcome/ Deliverable) Estimated Quarterly Completion Date Task from Report Tasks Completed Reports Progress Report Invoice Amt
Qrtr (end March 31, 2006)
Attend WIRED Town Hall (Washington, DC, 21 Feb 06) Attend WIRED Orientation (9 Mar 06) Attend WIRED Partner Kick-Off (23-24 Mar 06)
Hold Preliminary 1.4 Planning Telcons to develop the overall 1.4 Project Goal to align it with the CIC Partner Integration Protocol. Learn from 1.4 partners what resources/know-how they can contribute to the project and where best to use them (documented in email follow-ups to conference calls). Review DOL Resources, identifying any potential overlap. Attend Mandatory Partners meeting (San Francisco, 10 Aug 06) Set up opportunity for 1.4 partners, and those in 1.1 that are interested, to experience a venture forum event similar to the Innovation All-Star Summit to familiarize them with the model. Hold 1.4 planning telcon to set up meeting to develop selection criteria, plan for the Summit event, and set timelines, give assignments, set date/venue and initiate full-press planning for the forum Draft benchmark All-Star selection criteria. All-Finalize templates for 1.3 partners -Attend WIRED 1.4 Central Valley
Qrtr (end June 30, 2006)
Qrtr (end September 30, 2006)
Qrtr (end
Summary of quarter activities: Held numerous 1.4 planning telcons with Jon Gregory (and other principals) of Golden Capital Network and (later) with Ray Wells, 1.4 Liaison, CSA on steps toward producing the California Innovation Entrepreneur Summit. Decided to invite CIC partners in the 1.1 Project, Economic Development Model, to participate in the planning and implementation of the CA Innovation All-Star Summit because it would help integrate the outcomes, tracking metrics, and entrepreneurial training and support interventions into the CIC economic model. Strongly encouraged members of the 1.4 team and the participating 1.1 partners to attend the Fresno Venture Forum to experience a venture event. Some partners, like the San Diego Workforce Partnership, a WIB, expressed that they had no idea what companies must do to attract equity investment. Participated in the Fresno Venture Forum, first of its kind in the Central Valley (12 Oct 06). Following the Fresno Venture Forum, held 1.4 CA Entrepreneurs Summit planning meeting in Fresno (with some partners calling in) to develop rough draft of summit mission, objectives, agenda, all-star and participant selection criteria, economic benchmarks/metrics, etc. Sent outcome documents to combined 1.4/1.1 team. Coordinated the requests to potential high-level “endorsers” of the summit
02-14-06 to 12-31-06 $20,753.23
Venture Forum with 1.4 partners (and some 1.1 partners) as “immersion” in the venture investment community process that many CA innovation entrepreneurs participate in order to raise capital and acquire access to other critically needed resources (12 Oct 06, Fresno) -Attend a half-day 1.4 planning working session to set the objective for the Summit, draft selection criteria, make assignments, and decide on location/venue/dates (13 Oct 06) -Attend WIRED Academy in Minneapolis, 26-27 Oct 06. -Hold subsequent planning sessions and telcons, webinars, and meetings, as needed to coordinate planning for Innovation All-Star Summit Determine venue/location for CA Innovation All-Star Summit for first quarter 2007 Coordinate 1.4 team talents (as well as those interested from the 1.1 team) in planning/implementing the All-Star Summit --Finalize criteria for selecting/inviting Innovation AllStars -- Present the 1.4 CIC project to the California Workforce Association board meeting in San
December 31, 2006)
starting with the Governor, CA Secretary of Labor, and other high ranking “commissions” that position the Summit as high value to California. Attended WIRED Academy, Minneapolis, MN and made contact with DOL/ETA-invited representatives from other Federal Agencies including Department of Commerce/NIST, Department of Energy, Department of Defense (via DOD TechLink), and others. Coordinated with San Diego Workforce Partnership, the lone, remaining WIB partner in the 1.4 Project, their role in developing content for the Summit that ties the experience of a high tech investor event to the WIB and ED Communities (underlines their 1.4 SOW). Developed the four differentiators that separate the WIRED/CIC Entrepreneur Summit from other similar, competing events. Worked with GCN and CSA to develop the baseline metrics for the economic benchmarks to track the All-Stars and other Entrepreneurs after the Summit to demonstrate to the state the economic value of innovation growth entrepreneurs. Identified possible participants from SBIR-funding agencies for participation in a Summit panel on “making the most” of the government funding experience. Coordinated with GCN and Chabin Concepts the first drafts of the outreach materials for the Summit. Worked with CSA to identify a location (venue) and date(s) for the Summit (Irvine Hilton, Orange County, 24-25 April 2007). Refined, through many iterations, the format and agenda for the Summit that will be finalized in mid-January 2007. Discussed with CSA liaison means to leverage existing, Federal governmentapproved economic indicators for technical support to companies as tools for tracking the innovation entrepreneurs participating in the Summit. Presented a tutorial on innovation entrepreneur, the world in which they operate, and the forces that affect their success or failure to the California Workforce Association (CWA) Board when they met in San Diego (15 Dec 06). Resulted in significant WIB community interest in regions outside the Corridor. Attended CONNECT 2006 Most Innovative New Product awards ceremony in San Diego, CA to re-establish relationship with CONNECT and identify at 25 potential candidates for innovation entrepreneurs (including some possible AllStars) to participate in the CA Entrepreneurs Summit in April 2007.
Diego on 15 Dec 06.
Deliverables / Outcomes: Attended Venture Forum and included partners, including our San Diego WFP. The forum represented the first innovation entrepreneur investor event that this WIB professional had ever attended. Feedback showed that WIB and ED community has much to gain by immersion in the innovation entrepreneur environment and captures the transformative power of the WIRED initiative. Participated and coordinated partners in Summit planning meeting to develop initial format, agenda, audience differentiators, criteria for all-stars and entrepreneurs, next step partner tasking, and many starting point positions for Summit. Attended two-day Academy and made contact with reps of non-DOL agencies that can support the Innovation Entrepreneur Summit. By 31 Dec 06, determined working agenda, structure, content of Summit, fleshed out outreach message, crafted messaging templates, began recruiting investors, panel participants, identified baseline metrics, and completed/advanced many more Summit implementation tasks. Secured Irvine Hilton, Irvine, CA for the 24-25 April 07. Important to select area/venue that did not compete too closely with other, nominally similar events in CA the first quarter of 2007. Dealt with defectors from the 1.4 team. Ccoordinated role of WIBs, EDs, other partners in 1.4 project. Invited interested 1.1 partners to engage. Finalized criteria for selecting All-Stars to be honored as well a other Innovation Entrepreneurs to participate/present at Summit. Presented on 15 Dec 06 resulting in much interest from WIBs inside/outside the CIC. Qrtr 1 03-31-07 Jan Monthly Report 2 Jan 07: CA All Stars event planning telcon with core team to address effort to secure Governor’s and/or Jobs Commission endorsement of Summit, agenda for entrepreneur’s boot camp and presentations/awards day, nominations for All Stars and Start Ups, inclusion of WIBs/EDs in Summit. Invited interested 1.1 (Economic Development Model) partners to all Summit planning telcons/webinars in an effort to support integration of the outcomes, tracking metrics, and entrepreneurial training and support interventions into the CIC economic model. Coordinated the requests to potential high-level “endorsers” of the summit
Plan, coordinate, and hold California Innovation All-Star Summit (24-25 April 07) in Irvine, CA Finalize CA Innovation All Star benchmarks/metrics Finalize, with team, the All-Star nomination, presenting company nomination, and selection criteria Schedule, announce, and
01-01-07 to 01-28-07 $2,599.80
message the Innovation All-Star Summit Coordinate with WIRED 1.4 partners their tasking in support of the CA Innovation All-Star Summit Disseminate to greater CA Innovation Corridor partners the invitation to participate in securing sponsors, participants, and AllStar nominations from their regions of the CIC and the incentive plan to spur participation.
starting with the Governor, CA Secretary of Labor, and other high ranking “commissions” that position the Summit as high value to California. Continued coordination with San Diego Workforce Partnership, the lone, remaining WIB partner in the 1.4 Project, to help define their role in developing relevant WIB/ED content in the Summit. 8 Jan 07 Planned/implemented telephone conference with 1.4 team (and 1.1 team members that joined the effort) to provide update on event planning status and discuss most urgent tasks. Announced the date of the CA Tech 100 event as 24-25 April 07 at Irvine Hilton and provided draft agendas, overview of event, and draft letters requesting endorsement. Invitees included representatives of the California Workforce Association to begin crafting message for appeal to WIBs/EDs. 11-12 Jan 07: Presented overview of CA Tech 100 Innovation Summit at the CIC/WIRED Team Leads meetings (Doubletree Mission Valley, San Diego) Reviewed Ca Tech 100 Side-by-Side agenda for layout rooms, understand timing 17 Jan 07: CA Tech 100 Planning Webinar – Advance review for entire team as well as WIRED partners at large. Worked with CSA, GCN, and Chabin Concepts to integrate CA Business, Transportation, and Housing agency into CA Tech 100 event. Determined highlight video of State’s contribution to Innovation to be included. 19 Jan 07: Telcon with CSA State Government liaison about coordinating endorsement of Governor’s office, Jobs Commission, and Business Transportation and Housing of the CA Tech 100 Summit. 29 Jan 07: Made first contact with Dr. Stephen Lieberman, Director of Technology Transfer at the SPAWAR Systems Center, San Diego about participating in the SBIR/Government track at Ca Tech 100. Dr. Lieberman is also the new chair of the Far West Region of the Federal Lab Consortium. On Dr. Lieberman’s advice, contact Rick Shindell, support contractor to Federal Lab Consortium and editor/publisher of SBIR Insider Gateway about the government track. 30 Jan 07: Practice webinar with 1.4 team conducted in of webinar delivery to all CIC/WIRED partners (scheduled for 2 Feb 07). 31 Jan 07: Provided CA Tech 100 event and sponsorship package to San Diego region banks. Month-long task: Continued to work with CSA liaison on a means to leverage
existing, Federal government-approved economic indicators for technical support to companies as tools for tracking the innovation entrepreneurs participating in the Summit. February Monthly Report 2 Feb 07: Made brief outreach presentation to San Diego Regional Chamber’s High Tech Committee and, through it, re-established a relationship with Anette Asher of the Life Sciences Information Technology Global Institute (LSIT-GI) at UCSD. Anette believed so strongly about what CSA and its WIRED partners have undertaken with the CA Tech 100 Summit that she became involved in referring potential sponsors, VCs, and other resources from the San Diego High Tech and Entrepreneurial Support communities. Anette also nominated numerous San Diego companies for Hot Start Ups and All-Stars. 2 Feb 07: Served as call-in moderator (as opposed to web meeting monitor) for the CA Tech 100 all-CIC Partner webinar. This webinar provided an overview of the CA Tech 100 event, gave a status on important milestones, and invited partners across the CIC to become involved in the Summit. Partners were encouraged to nominate companies from their regions, securing sponsors, and gaining 12 Feb 07: Held another WIRED coordinated telcon to move forward planning for sponsorships and issuing advanced press release. 15-16 Feb 07: Presented Connectory.com overview for Central Valley Workforce Collaborative in Madera, CA. As part of the overview included information on the CA Tech 100 event and said that Central Valley all-stars and/or hot start ups could be nominated. [NOTE: This trip, although initiated out of the presentation made to the California Workforce Association (CWA) Board in December 2006, was actually covered by a covered by other East County EDC projects and will not be reported or invoiced as East County EDC WIRED travel.] Confirmed that Dr. Stephen Lieberman, Director of Technology Transfer at SPAWAR Systems Center – San Diego (SSC-SD) and new Chair of the Far West Region Federal Lab Consortium, would present on Federal Government R&D Investment panel on Day 1 of the Boot Camp Through Dr. Lieberman made contact with Rick Shindell, editor of the SBIR Insider Gateway and support contract to the Far West Region Fed Lab Consortium to seek his expertise on approaching Federal agency SBIR
02-01-07 to 02-25-07 $4,439.32
directors to participate in Federal Government panel on Day 1 Boot Camp. Worked with San Diego area businesses to ramp up nominations of tech companies as Innovation All-Stars and Hot Start Ups for the CA Tech 100 event. With Golden Capital Network, CSA Staff Liaison, and Chabin Concepts coordinated content of Partner MOU to provide incentive to CIC/WIRED Partners in pursuing sponsors, nominated companies, and attendees at the CA Tech 100 event. Finalized – with the 1.4 Team – the nomination outreach letter for the CA Tech 100 event. 23 Feb 07: Participated in staff liaison and team lead webinar on WIRED Communications Strategy in order to refine messaging to public sector entities and private sector companies. Particular focus placed on nomination process, need to get companies representative of entire Corridor. Worked with team to “scrub” CA Tech 100 power point overview of information relevant only to partners so it could be distributed to potential sponsors, speakers, investor panelists, and others. Coordinated with team a set of CA Tech 100 overview sheets tailored to a variety of audiences. Coordinated with team content of email blast to ramp up pace of company nominations. Sent informational email and packet to several San Diego area industrial association and technology sector organizations informing them about the CA Tech 100 event. Also sent similar package to banks and other potential sponsors. Sent CA Tech 100 information packet to CIC/WIRED partners to encourage participation in the CA Tech 100 event, especially to seek their commitment to nominate companies from their region of the CA Innovation Corridor. Are especially interested in getting WIBs and EDs to get more involved in the CA Tech 100 event in order to maximize the “transformative” intent “immersing” WIBs and EDs in the world of the innovation entrepreneur. Remained cognizant of CSA efforts to include State Contribution to Innovation feature in the CA Tech 100 event (as part of their contract with Business, Transportation, and Housing). Sent “Call to Arms” email to entire CA Tech 100 Partner team for Update Telcon scheduled for 26 Feb 07. Held telcon to ramp up the urgency among
partners to nominate and get involved in the outreach for the eent. 27 Feb 07: Met in Sacramento with Yolanda Benson of BTH and underscored the wide ranging involvement of all WIRED/CIC partners in making this event a success. [NOTE: This trip covered by other East County EDC projects and will not be reported or invoiced as East County EDC WIRED travel.] Continued coordination with San Diego Workforce Partnership, the lone, remaining WIB partner in the 1.4 Project, to help define their role in developing relevant WIB/ED content in the Summit.
March Monthly Report 02-26-07 to Prepared CA Tech 100 (1.4) presentation slides in coordination with CSA, Golden Capital Network, and Chabin Concepts for the 14 March 07 All-Partners 03-31-07 $6,567.02 meeting. 14 Mar 07: Attended All-Partner meeting in Burbank, CA and presented on the CA Tech 100 event including a call to action to all CIC/WIRED partners to nominate companies from their regions as Innovation All-Stars and Hot-Start Ups. (Invoice will show travel to Burbank, CA.) Met at the 14 March 07 All-Partners meeting with 1.4/1.1 combined team and Bruce Stenslie of the California Workforce Association (CWA). Along with Terri Bergman of the San Diego Workforce Partnership, Bruce explained to the team the reluctance of WIBs – even those assigned to other CIC/WIRED projects – to attend the CA Tech 100 event. The team decided to scale back any WIB/ED breakout/special session and to focus WIB/ED discussion at a table (or tables) set aside at the Day 1 or Day 2 breakfasts or lunches. [See more at Problems/Issues section.] 27 Mar 07: Held CA Tech 100 team planning call Sent email blast to 3,332 companies profiled in Connectory to encourage last minute nominations of All-Stars and Hot Start Ups. (Targeted e-blast to tech companies rather than entire Connectory.) 29 Mar 07: Met with Clark Jordon at the Rady School of Management at UCSD and asked him to monitor one of the investor panel sessions (Referral through Anette Asher). Rady School expressed interest supporting post-event activities (such as staying in contact with All-Stars/Hot Start Ups) and being part of the innovation entrepreneur training portfolio that CIC/WIRED includes in the Economic Development Model of the 1.1 Project. Received commitments from Michael Shimokaji, IP Attorney and Joe Greco,
Director, Center for Emerging Markets, to present at the Federal R&D Investment panel at the Day 1 Boot Camp. Confirmed Rick Shindell, editor of the SBIR Insider Gateway and support contract to the Far West Region Fed Lab Consortium, as panelist to provide SBIR overview at Federal R&D Investment section of Day 1 Boot Camp. Secured representatives of Mensch and Associates, a CPA firm specializing in companies that need to meet Government accounting standards and rate compliance, to present on Federal R&D panel at Day 1 Boot Camp. Jill Haynie, Senior Consultant, will make the presentation with Diane Peluso available as a Subject Matter Expert (SME). Continued to work with San Diego area businesses to ramp up nominations of tech companies as Innovation All-Stars and Hot Start Ups for the CA Tech 100 event. With Golden Capital Network, CSA Staff Liaison, and Chabin Concepts rearranged agenda for Day 1 Entrepreneur’s Boot Camp to one track with Federal R&D Investment in am and Private Equity Investment orientation in the afternoon. Continued coordination with San Diego Workforce Partnership, the lone, remaining WIB partner in the 1.4 Project, to help define their role in developing relevant WIB/ED content in the Summit. Held discussions with Bruce Stenslie of the California Workforce Association about the reluctance of California WIBs to participate in the CA Tech 100 event. Worked with San Diego CONNECT, San Diego Entrepreneurial Management Center, MIT Forum and other San Diego region organizations to promote company nominations. Via Anette Asher’s referral worked on several potential sponsorships, none of which were realized for the first CA Tech 100, but can be recruited for follow-on 1.4 activities. Responded to CSA questions about metrics for the 1.4 Project by providing specific input on type of training to be delivered, tracked.
Hold the California Innovation AllStar Summit in Irvine, CA on 2425 April 2007 Establish/implement the “case
Qrtr 2 06-30-07-
April Monthly Report: Determined with San Diego Workforce Partnership, 1.4 team, and CWA staff what type of outreach and content can be provided to WIB and ED partners that do attend CA Tech 100. Given low level of expected WIB turnout, planned
04-02-07 to 04-29-07 $16,944.18
management” process for collecting information on the Innovation All-Stars and presenting innovation entrepreneurs and select team members as case managers. Q2 Produce a “quick report” immediately following the CA Innovation All-Star Summit summarizing the “immediate” lessons learned from the Summit.
a WIB/ED round table discussion at the breakfast and luncheon on Wednesday, March 24 th. Participated in final submission of CA Innovation All-Stars and Hot Start Up company nominations. Ended up with 350 All Star nominations and numerous Hot Start Ups. Accelerated outreach to companies (not presenting, not All-Stars) to attend the CA Tech 100 event, particularly the Day1 Boot Camp and Power of Angel Investing. Sent 3600 emails via Connectory.com (Corridor-wide) for attendance and final 1,952 for last-minute nominations (targeted to technology companies, primarily). Invited students from Business and Entrepreneurship programs at universities throughout the Corridor to attend in order to capture the “next generation” of California’s innovation entrepreneurs. Obtained topic titles, bios, and presentation slides (if using) from the Federal R&D investment panelists. Federal R&D Panelists and Topics include: SBIR Grants and Contracts: How You Can Gain Access to the Largest Source of Early Stage/High Risk R&D Funding Speaker: Rick Shindell, President, Zyn Systems/SBIR Gateway Accessing Government IP for Innovation Speaker: Dr. Stephen Lieberman, Ph.D., Space and Naval Warfare Systems Center, San Diego Intellectual Property Rights: Making Sure You Own What You Think You Own! Speaker: Michael Shimokaji, Intellectual Property Attorney, Shimokaji & Associates, P.C. Accounting Requirements for Innovators Accessing Government Funding for R&D Speakers: Jill Haynie, Senior Consultant, Mensch & Associates, CPAs, Diane Peluso, DPM Consulting Navigating SBA Funding
Speaker: Dr. Joseph Greco, Director, Center for the Study of Emerging Markets Worked with team to finalize press release on CA Innovation All-Stars and share with WIRED/CIC partners means to tailor Corridor-wide press release into local stories that benefit them. Distributed to partners across Corridor. Prepared/disseminated CA Tech 100 event materials to other CIC/WIRED partners to promote nominations and event. Continued to conduct outreach to colleagues in the San Diego region, to ED and WIB entities, and to the companies themselves about nominating All-Stars, Hot Start Ups, and attending the event. Secured Duane Roth of San Diego CONNECT, and member of the Jobs Commission, to share the stage with Mark Mosher to present the 15 CA Innovation Award winners the night of the 25th. Ramped up press and outreach messaging for the CA Tech 100 event. As the deadline for nominating All Stars and Hot Start Ups nears, ramp up outreach for attendees to the event. Attended the CA Tech 100 event, 24-25 April 07 and support the team in any way needed. Held telcon with Scarlett Carmona of AmTech (4/9/07) on sustainability opportunities for additional innovation entrepreneur support events like CA Tech 100 and entrepreneur training in general. Spoke with representative of CAEL, DOL/ETA WIRED Resource Provider, who called about “How the WIBs can get more involved in innovation entrepreneurship activities.” Was clear in expressing the entire 1.4 team’s frustration in getting WIBs (and EDs) engaged in the CA Tech 100 event. See issues for more discussion. Held two-week countdown planning telcon with core team (11 April 07) on planning for last two weeks before CA Tech 100 event on 24-25 April 07. Held one-week countdown planning telcon with core team (18 April 07) for last minute action items before the CA Tech 100 event. Secured Anette Asher, Life Sciences Information Technology Global Institute to moderate the Biosciences Hot Start Up panel on 25 April 07. Met with WIBs and EDs and breakfast and lunch round table discussions on 25 April 2007. Moderated the Federal R&D Investment panel on 24 April 2007 (at Boot Camp).
Moderated the Emerging Technologies #2 panel on 25 April 2007. Held follow-up meeting immediately after close of CA Tech 100 event to discuss what would be presented at CAL-ED conference the following week in Monterey, CA. 04-30-07 to 05-27-07 $17,083.53
May Monthly Report Attend the WIRED Learning Lab at the California Association of Local Economic Development (CAL-ED) conference in Monterey, CA to communicate the value of the CA Tech 100 event and programs/resources that support innovation entrepreneurs. Did not make the presentation on the CA Tech 100 and entrepreneurship training, provided input to the slides/materials used. Sent notes of appreciation and event pictures to the CA Tech 100 speakers who participated on the Federal R&D Investment Panel. Also sent note and photos to Duane Roth, Jobs Commission member and co-presenter of the California Innovation Awards on 25 April 07. Covered the hotel cost for one of the panelists on the Federal R&D Investment Panel, Rick Shindell, who had to travel from Sequim, WA to participate. (Mr. Shindell covered his own air fare, rental car, and labor for the two days.) Collected remaining power point presentations from the Federal R&D Investment Panels to use in summary report on CA Tech 100. Fielded inquiries from presenting Hot Start Ups and attending companies that want additional training, referrals to innovation entrepreneur support services, to government funding contacts, etc. Tried to hold first of several lessons learned telcons with core 1.4 team to wrap up post CA Tech 100. However, core team members had commitments that had been placed on hold owing to the demands of the CA Tech 100 so communications took place via email. Coordinate with Ray Wells, CSA Staff liaison, on the content of a white paper summarizing the planning, implementation, and follow-up of the CA Tech 100 event. Sent the following information request to core 1.4 team members: Describe partner tasks that led us to the CA Tech 100 event. Begin discussion of planning as early as the first team exchanges in mid-April 2006. Describe how strategy (and tactics) may have changed over the year it
took to implement the CA Tech 100 event Talk about the lessons learned/challenges faced, especially with regard to two themes: a) Replicable Innovation Entrepreneur Training and b) Transformational Impact on WIBs/EDs/Innovation Support Resources Discuss what can be replicated in our CIC sub-regions, in other parts of California, and nationally. Your input on this last bullet will inform what we include in the Economic Development Tool Kit. Provide copies of collateral materials developed along the way including webinar slides, letters, sponsor agreements, booklets/agendas, etc. Worked with CSA Staff liaison on providing resources to CA Tech 100 and Hot Start Up companies and to track other innovation entrepreneurs in the California Innovation Corridor. Identified affiliates that could support tracking of innovation entrepreneurs in their sub-regions of the CIC. In San Diego, identified CONNECT as the most obvious choice. Began preparation of Connectory profiles for all 75 CA Tech 100 Innovation All Stars (including the 15 CA Innovation Award winners) as well as all the Hot Start Up presenting companies. Began preparation of an introductory email to these companies to be disseminated via Golden Capital Network. This email will be followed by a profile disclaimer email and telephone contact to all recipient companies.
Begin case management process of tracking Innovation All Stars based on benchmarks economic metrics developed by the WIRED 1.4 team Present on the Innovation Entrepreneur Training program (1.4) and the CA Workforce Association “Meeting of the Minds”
Qrtr 3 09-30-07
conference in September 2007. Produce draft of first Innovation All-Star Impact Report that aggregates and presents the economic benchmark data on the 50 All Stars as we as the other innovation entrepreneurs presenting at the CA Innovation All-Star Summit. Produce WIRED 1.4 Year 2 report on interim results (based on published benchmarks/metrics) known best practices, challenges and solutions for WIRED 1.4. Present at finding/lessons learned from Years 1 and 2 of CIC 1.4 Project to CA Economic Development and Workforce audiences as determined via coordination with CSA. Integrate Innovation Entrepreneur Training program module elements into the 1.1 Economic Development Model (via cross-talk reference tool) Coordinate with WIRED 1.4 team where the WIRED Innovation Entrepreneurship “road show” should present throughout the CIC. Showcase the most successful of the original 40+ innovation AllQrtr 4 12-31-07
Qrtr 1 03-31-08
Qrtr 2 06-30-08
Qrtr 3 09-30-08
Stars and EDO and WIB events – on the CIC Connectory Portal and in-person when appropriate venues/opportunities selected. Produce Final WIRED 1.4 report including how lessons learned have been passed onto 1.1 for sustainability within the Economic Development Model. Qrtr 4 12-31-08
Project Metrics: 1) Replicable entrepreneur “best practices” support model (All-Star event with funding/commercialization features) to become an element of the Economic Development Innovation Kit in Project 1.1, with model to address ongoing entrepreneur support needs; model to be shared with Project 1.7 WIB Toolkit/3.14 WIB Learning Collaboratory – CSA, ECEDC