for Sustainability, Transferability,
and Scalability

Guidebook

Ultimately, this guidebook is a resource to support your work beyond the NSF CIVIC grant. As alluded to in the Introduction and as the Self Assessment Analysis may indicate, you might consider different paths forward for your project, depending on which elements of your project are the strongest today. For instance:

Handoff

If your project is highly sustainable, but less transferable/scalable, building partnerships that can help you share your project more efficiently (or even hand if off to another organization or license it) might be your best next step. Consider reviewing the “Partnership Development” tools to think through a great outreach and partnership plan.

Knowledge Transfer

If your project is not very sustainable, but is very transferable/scalable (for instance, if this was a one-time intervention that solved a problem and which others can learn from), creating an “open source” resource or other such tool/system and sharing your knowledge with others might be in order. In that case, the “Knowledge Transfer” resources will likely be most helpful to you. All projects can likely benefit from the resources provided in the “Product Development” section, which can help strengthen the fundamentals of your project. Processes like customer development and product testing should be a cyclical and ongoing function of your project, not a one-time endeavor.

New Venture

If your project is both highly sustainable and transferable/scalable, commercializing your product to create a new company is likely in your future. As a result, you might find that the “Business Strategy” section of the guidebook offers the most applicable resources as you move forward.

All projects can likely benefit from the resources provided in the “Product Development” section, which can help strengthen the fundamentals of your project. Processes like customer development and product testing should be a cyclical and ongoing function of your project, not a one-time endeavor.

Guidebook Tools

View resources by opening the sections below.


You can use the following resources as a guide for improvement based on your Self Assessment Analysis, but also as a broader educational series for best practices around product development, business strategies, partnership development, and stakeholder and community engagement.

Please note that NSF does not endorse any of the resources included below, but have included them as representative examples of core elements you should consider when thinking about the sustainability, transferability, and scalability aspects of your work.

Product Development

The product development resources below are intended to help you build and refine your project’s core value proposition. While some aspects of product development might be most helpful for those “pivoting” or going back to the drawing board, other aspects describe processes and competencies that projects should revisit and continually refine–like market segmentation and product testing.

Partnership Development

If your project is scalable but is struggling to achieve sustainability, building partnership might help your team get to your target users more easily, or even carry the project forward to scale without your continued involvement through licensing. The resources below are intended to help you find the right partners for your project, build great relationships and facilitate ongoing communication, or to help you navigate the process of licensing your project to another partner entirely.

Knowledge Transfer

In some cases, your partnership might be neither sustainable nor scalable–but that doesn’t mean it is unimportant. The best way to help other communities learn from your experience might be through written or verbal storytelling, the development of a great case study, or taking an open-source approach to documenting and sharing everything from a business case or standard operating procedure to sharing code. The NSF and MetroLab teams can also be great resources going forward.

Commercializing + Business Strategy

The business strategy resources below are likely to be most helpful for projects that plan to commercialize by creating and growing a startup. However, all projects can benefit from learning more about how and when to pivot.

Additional Resources