Free/Libre/Open Works (FLOW) Management Education  (2013-14)

Last modified by Unknown User on 2018.04.23 at 14:14:47 PDT


Superceded on 16 June by the Charter-OSI-EDU-WG-2014-2015 (Pending OSI Board approval.)

Charter of the OSI Working Group on:

Management Education About Free/Libre/Open Works Methods, Processes and Governance (OSI-EDU-WG)

Version 1.0: Approved by OSI-EDU-WG Participants, Ratified by the OSI Board in Nov 2013.

Contact: Joseph Potvin, Working Group Chair <>

OSI-EDU-WG: Months 1 & 2 (March-April 2014) Project Completion Report


The purpose of the OSI-EDU-WG is to adapt, develop and disseminate modular learning resources to help managers of projects, portfolios, organizations or consortia gain an advanced understanding of strategies, processes and methods to optimize value, to control costs, and to manage risk through effective coordination, resourcing and governance of Free/Libre/Open Works (FLOW). 

The "FLOW Management Syllabus" is maintained on a wiki:

These learning resources:

  • Are concerned with the application of explicit free/libre/open arrangements relating to:
    – Software, specifications, diagrams, tables, documentation and any other copyrightable works
    – Data, ideas and designs that might otherwise be restricted through practices and under laws besides copyright. 
  • Are structured upon the pluralist premise that there is intrinsic value in communicating the multiple points of view on issues and topics, taking into account both the merging and differentiation of various concepts and efforts through time;
  • Should be useful on their own, and as supplementary  modules to other professional and academic learning resources for managers of projects, portfolios, organizations or consortia.
  • Are made available under the CC-by-sa v4 and the GNU-fdl v2 licenses to any organization or individual to use, re-brand, adapt, redistribute and independently host:
    – Those who prefer the CC-by-sa v4 can contribute dual-licensed content to the core and to their own derivative works, or add solely CC-by-sa licensed content to their own derivative works;
    – Those who prefer the GNU-fdl v2 can contribute dual-licensed content to the core, and to their own derivative works, or add solely GNU-fdl licensed content to their own derivative works;

The governing bodies of the most widely used frameworks for education, standardization and certification in the field of project management have adopted restrictive intellectual rights stances towards how their reference materials evolve and are disseminated. At the time of forming the OSI Working Group on Management Education (January 2014), none of the organizations that lead international, national or industry standards in the project management field accommodate free/libre/open ethics, methods, processes, governance, HR management, strategy, security, law or financing in their content and operations.

The OSI Board charters the OSI-EDU-WG to resolve this gap by:

  1. Extending and refining an existing sharable asset entitled "The FLOW Syllabus" (Management Education Syllabus on the Methods, Processes, Resourcing and Governance of Free/Libre/Open Works) to be hosted on the OSI site;
  2. Facilitating the development of a global open market for service offerings based upon The FLOW Syllabus, which meets the expectations and priorities of OSI supporters, and a global network of generally like-minded organizations and individuals;
  3. Developing productive working relationships with organizations that lead international, national and industry standards, publications and learning programs in the project management field.

Working Group Participants

The OSI-EDU-WG seeks active participation at both individual and organizational levels. Participants and OSI Board representation are listed in an annex to this Charter. 

Except for the Chair, no formal relationship with the OSI is required to be a participant in the OSI-EDU-WG. 

EDU-WG Communications

This Working Group communicate mainly through the following venues:

  • The OSI-EDU-WG xWiki Web Presence
  • SIP
  • IRC
  • Email

To enable effective distributed teamwork, participant communications should normally be documented via meeting minutes on the OSI-EDU-WG xWiki. Default practice is that while participants are listed as present, specific comments are not attributed except with permission. Minutes are posted a "draft" until approved as a subsequent OSI-EDU-WG meeting.

Alignment to OSI Mission

The OSI has long played a role in community-building and education about how computer programs under free/libre/open source licenses, and related domains and business models, can provide both socio-economic and business advantages. The OSI-EDU-WG aims to help managers of projects, portfolios, organizations or consortia to understand and engage the free/libre/open way.

Anything in this charter that conflicts with requirements of the Bylaws of the Open Source Initiative is void.

Anything in this charter that conflicts with the parameters of the OSI's Working Group Characteristics and Process must be ratified by the OSI Board.

Annex A. OSI-EDU-WG Participants

NOTE: Updates to this annex do not constitute changes to the Charter.

Participants in the OSI-EDU-WG

  • Working Group Coordinator: Joseph Potvin  819=593-5983
  • Amanda Brock
  • Potential participants
    • Ken Udas, CIO SQU
    • Wayne Macintosh, OERu

Ongoing work of the OSI-EDU-WG is maintained at:

OSI Representatives in the OSI-EDU-WG

  • Working Group Sponsor: Mike Milinkovich,
  • OSI Outreach and Learning Committee Chair: Tony Wasserman,
  • OSI General Manager: Patrick Masson,

Annex B. OSI-EDU-WG Workplan

NOTE: Updates to this annex do not constitute changes to the Charter.

Scope of this Working Group

In general, the topics that are "in scope" for OSI-EDU-WG include anything related to discussing, developing and disseminating peer-reviewed learning resources and services to help project managers of projects, portfolios, organizations or consortia gain an advanced understanding of strategies, processes and methods to optimize value, to control costs, and to manage risk through effective coordination, resourcing and governance of Free/Libre/Open Works (FLOW). (Read more.) Some examples of these topics are:

  • FLOW Decision-Making Under Uncertainty 
  • Concepts, Methods, Approaches and Legal Cases Relevant to FLOW and:
    • Copyright / Droit d'auteur concepts, scope, limitations, management and legal cases
    • Artificial Monopolies (e.g. "Patents")
    • Licensing, Contracting, Trade Secrets (e.g. "Non-Disclosure Agreements"; "Non-Competition Agreements")
  • FLOW Team and Organizational Performance and Strategy

In general, the topics that are "out of scope" involve anything not directly related to management education about free/libre/open works. Some examples of these topics are:

  • The relative merits of various economic, political or sociological theories. (i.e. The focus of this Community Group is on optimizing value, controling costs, and manageing risk through effective management of free/libre/open works under any economic, political or sociological scenario.)
  • Marketing or evangelizing of particular free/libre/open software solutions or components. 


  • Initial OSI-EDU-WG project proposal to OSI by Joseph Potvin, Nov. 7, 2013;
  • Nov 2013 through Jan 2014, preliminary work;
  • Focused work under sponsor contract from late Jan through April 2014. Workplan summarized below.

Months 1 & 2

  • Design and begin train-the-trainer workshops based on existing materials and prior contractor experience
  • Complete podcasts based on existing materials
  • Refine initial syllabus based on initial review and preferences.
    • (LV comment: does this imply we should split this two month section into a set of month 1 deliverables - OSI feedback, commentary - and separate month 2 deliverables - the refinement? Or is that simply months 3&4?)
    • OSI: outreach to other relevant organizations and companies, to ensure broad representation in the feedback
    • (LV comment: realistically, even if we start outreach immediately, it is unlikely we'll get useful feedback during the first 1-2 months. If that is not possible, when is the next good deadline for receiving that feedback?)
    • OSI: goals
    • (LV: this was originally “content orientation and parameters” - we may want to discuss?)
    • OSI: commentary on existing materials

Months 3 & 4

  • Priority syllabus additions identified, researched and integrated.
  • Example additions/issues are listed below under “Example Possible Changes”, but final prioritization will be discussed and agreed upon amongst participants.

Months 5 & 6

  • Hold workshop based on syllabus with Project Management Professionals/Educators

Months 7 & 8

  • Scope, research and integrate any new changes resulting from workshop held in previous milestone
    • (LV comment: I believe this statement accurately reflects the intent of the initial proposal, but let's discuss if not.)

Months 9 & 10

  • Plan special free/libre/open issue of a PM journal
    • (LV comment: we may want to drill down for more detail here, or make it a separate proposal? Just seems a little underspecified at the moment.
    • LV comment: I removed months 11 and 12 from the initial proposal; we're happy to discuss next steps once this is done but it didn't seem appropriate for this charter/statement of work.)


  • OSI staff responsibilities
  • OSI infrastructure needs
  • Ongoing participant community
  • Ongoing budgeting/revenue
  • Resources

Summary of EDU-WG Work Items

This list is possible changes that could be made to the syllabus, for example purposes only. An actual prioritized list of changes will be agreed to by the working group.

  • Shorten the course to 2 or 3 days only
  • More specific targetting to developers' decisions
  • More gradual and structured entry to each topic
  • Follow the expert-discussions with group discussion of highlights
  • More situational examples for discussion
  • When actual legal documents are used, provide more specific pointers for discussion
  • Update the content (esp. current major court case references)
  • Produce a course delivery guide (“train the trainer”)
  • Expand content on financial, benefit/cost & accounting to support ROI analysis
  • Produce instructional audio files from interviews for syllabus
  • Create a short evocative name for this syllabus

Background Documents

Created by Patrick Masson on 2014.01.13 at 08:48:05 PST

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