Gholami Maryam, Johnson Elizabeth, Swanson Kera, Rojas Carlos, Bouland Daniel
Altman Clinical and Translational Research Institute (ACTRI), University of California San Diego Health, La Jolla, CA, United States.
The San Diego Center for AIDS Research (CFAR), University of California San Diego Health, La Jolla, CA, United States.
Front Res Metr Anal. 2025 Mar 31;10:1534394. doi: 10.3389/frma.2025.1534394. eCollection 2025.
The Evaluation Unit at the Altman Clinical and Translational Research Institute (ACTRI) implemented a balanced scorecard model in conjunction with a project management tool to consolidate data collection for progress monitoring, strategic alignment, and impact assessment. This approach aims to streamline communication and enhance information accessibility for all partners. We developed an efficient system for collecting, analyzing, and reporting key information on unit progress, impact, and alignment with institutional goals. The Translational Science Benefits Model (TSBM) was proposed as a framework to evaluate the broader impact of our translational research, beyond immediate scientific advancements, across clinical, societal, economic, and policy domains.
The ACTRI Evaluation Unit initially adapted the balanced scorecard (BSC) to the research environment, substituting business perspectives with research grant aims. In its second iteration, the BSC was integrated into Monday.com, a project management platform, to create customized, real-time monitoring dashboards for each unit within the institute. The Evaluation Unit's 3.0 version further adapted the TSBM to assess the broader impacts of unit activities. Quarterly data collection was implemented, and partners were trained in impact assessment and dashboard usage. This process began in early 2023 and is ongoing.
Eleven monitoring dashboards were developed and successfully implemented across the institute. The new system facilitated more efficient data collection and reporting, reducing communication overhead and increasing the frequency of updates. The data collected were utilized to draft annual reports as well as inform strategic planning and executive sessions.
Integrating the TSBM into our existing BSC framework, combined with a project management tool, effectively streamlined impact assessment and progress monitoring. This approach not only enhanced data collection and reporting efficiency but also encouraged units to align their goals and activities with desired impacts, thereby strengthening the institute's overall strategic focus.
奥特曼临床与转化研究所（ACTRI）的评估部门结合项目管理工具实施了平衡计分卡模型，以整合数据收集，用于进度监测、战略对齐和影响评估。这种方法旨在简化沟通，提高所有合作伙伴获取信息的便利性。我们开发了一个高效的系统，用于收集、分析和报告有关部门进展、影响以及与机构目标一致性的关键信息。提出了转化科学效益模型（TSBM）作为一个框架，以评估我们的转化研究在临床、社会、经济和政策领域的更广泛影响，而不仅仅是直接的科学进步。
ACTRI评估部门最初将平衡计分卡（BSC）应用于研究环境，用研究资助目标取代业务视角。在第二次迭代中，BSC被整合到项目管理平台Monday.com中，为研究所内的每个部门创建定制的实时监测仪表板。评估部门的3.0版本进一步调整了TSBM，以评估部门活动的更广泛影响。实施了季度数据收集，并对合作伙伴进行了影响评估和仪表板使用方面的培训。这个过程于2023年初开始，目前仍在进行中。
在整个研究所开发并成功实施了11个监测仪表板。新系统促进了更高效的数据收集和报告，减少了沟通成本，增加了更新频率。收集到的数据被用于起草年度报告，并为战略规划和行政会议提供信息。
将TSBM整合到我们现有的BSC框架中，结合项目管理工具，有效地简化了影响评估和进度监测。这种方法不仅提高了数据收集和报告效率，还鼓励各部门使其目标和活动与预期影响保持一致，从而加强了研究所的整体战略重点。
