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1		-= Management Education About Free/Libre/Open Methods, Processes and Governance =
	1	+= Management Education About Free/Libre/Open Works (Methods, Processes and Governance) =
2	2
3		-== Start Date ==
4		-
5		-== Description ==
6		-
7	7	Mainstream management education is only superficially engaging with the evolution of successful free/libre/open source software development methodologies. Widely used educational materials — such as the PMP (Project Management Professional) and PRINCE2 (Projects in Controlled Environments, v.2) certifications — do not effectively address open source issues, including ethics, methods, processes, governance, HR management, corporate strategy, law, and financing.
8	8
9	9	OSI would like to charter a working group to address this gap, in order to fulfill its mission by helping educate the public, and management of technology organizations, about the benefits of open source.
...	...	@@ -10,89 +10,83 @@
10	10
11	11	The primary goal of this working group would be to extend and refine an existing project management syllabus according to the requirements and priorities indicated by OSI and associated third parties identified by OSI. The resulting syllabus would help managers and developers improve their licensing, development, and business practices, and may also be useful for educational institutions.
12	12
13		-* [[Initial project proposal to OSI by Joseph Potvin, Nov. 7, 2013>>attach:potvinproposal.odt]]
	9	+== Initial project proposal to OSI by Joseph Potvin, Nov. 7, 2013 ==
14	14
15		-== Initial Group Members ==
	11	+=== Working Group Participants ===
16	16
17		-Community Members
	13	+* Working Group Coordinator: Joseph Potvin, jpotvin@opman.ca
	14	+* We are seeking expressions of interest from those who would like to participate in this project. Please contact Joseph at the email above.
18	18
19		-* Working Group Chair:
20		-Joseph Potvin, [[jpotvin@opman.ca>>url:http://mailto:jpotvin@opman.ca]]
	16	+==== OSI Representatives ====
21	21
22		-OSI Representatives
	18	+* __Working Group Sponsor__: Mike Milinkovich, mike.milinkovich@eclipse.org
	19	+* __OSI Outreach and Learning Committee Chair__: Tony Wasserman, tonyw@acm.org
	20	+* __OSI General Manager__: Patrick Masson, masson@opensource.org
23	23
24		-* Working Group Sponsor:
25		-Mike Milinkovich, [[mike.milinkovich@eclipse.org>>url:http://mailto:mike.milinkovich@eclipse.org]]
26		-* OSI Outreach and Learning Committee Chair:
27		-Tony Wasserman, [[tonyw@acm.org>>url:http://mailto:tonyw@acm.org]]
28		-* OSI General Manager,
29		-Patrick Masson, [[masson@opensource.org>>url:http://mailto:masson@opensource.org]]
	22	+==== Participants ====
30	30
31		-Others
	24	+* Amanda Brock, amanda.brock@origin.co.uk
32	32
33		-== Resourcing (mailing list, virtual server, budget etc) ==
	26	+=== Resourcing (mailing list, virtual server, budget etc) ===
34	34
35		-== Deliverable(s) ==
	28	+The goal of this working group is to extend and adapt an existing free/libre/open project management syllabus, to be hosted on the OSI site. The original is located here: http:~/~/www.projectmanagementhotel.com/projects/course-free-libre-open/wiki
36	36
37		-The goal of this working group is to extend and improve an existing free/libre/open project management syllabus. The resulting document(s) will be published through opensource.org under (at least) a CC BY-SA license, and will eventually be further developed through collaborative community processes.
	30	+The resulting syllabus will be published through opensource.org under (at least) a CC BY-SA license, and will be further developed through collaborative community processes.
38	38
39		-Unless otherwise noted, the contractor is responsible for fulfilling the deliverables within the specified timeline.
	32	+=== Alignment to OSI Mission ===
40	40
41		-== Alignment to OSI Mission ==
	34	+The OSI has long played a role in community-building and education about how computer programs under free/libre/open source licenses, and the related business models can provide socio-economic and business advantages.
42	42
43		-== Completion Date ==
	36	+This working group exists to further develop and disseminate peer-reviewed course design and materials about minimizing business risk and maximizing business value through more informed free/libre/open source licensing and contracting.
44	44
45		-=== Months 1 & 2 ===
	38	+=== Dates ===
46	46
47		-* Design and begin train-the-trainer workshops
48		-** based on existing materials and prior contractor experience
	40	+* Initial project proposal to OSI by Joseph Potvin, Nov. 7, 2013;
	41	+* Nov 2013 through Jan 2014, preliminary work;
	42	+* Focused work under sponsor contract from late Jan through April 2014. Workplan summarized below.
49	49
	44	+==== Months 1 & 2 ====
	45	+
	46	+* Design and begin train-the-trainer workshops based on existing materials and prior contractor experience
50	50	* Complete podcasts based on existing materials
51		-* Refine initial syllabus based on initial review and preferences.
52		-//(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?)//
53		-* OSI: outreach to other relevant organizations and companies, to ensure broad representation in the feedback
54		-//(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?)//
55		-* OSI: goals
56		-//(LV: this was originally “content orientation and parameters” - we may want to discuss?)//
57		-* OSI: commentary on existing materials
	48	+* Refine initial syllabus based on initial review and preferences.
	49	+** (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?)
	50	+** OSI: outreach to other relevant organizations and companies, to ensure broad representation in the feedback
	51	+** (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?)
	52	+** OSI: goals
	53	+** (LV: this was originally “content orientation and parameters” - we may want to discuss?)
	54	+** OSI: commentary on existing materials
58	58
59		-=== Months 3 & 4 ===
	56	+==== Months 3 & 4 ====
60	60
61	61	* Priority syllabus additions identified, researched and integrated.
62		-** Example additions/issues are listed below under “Example Possible Changes”, but final prioritization will be discussed and agreed upon between OSI, contractor, and other parties.
	59	+* Example additions/issues are listed below under “Example Possible Changes”, but final prioritization will be discussed and agreed upon amongst participants.
63	63
64		-=== Months 5 & 6 ===
	61	+==== Months 5 & 6 ====
65	65
66	66	* Hold workshop based on syllabus with Project Management Professionals/Educators
67	67
68		-=== Months 7 & 8 ===
	65	+Months 7 & 8
69	69
70		-* Scope, research and integrate any new changes resulting from workshop held in previous milestone
71		-(//LV comment: I believe this statement accurately reflects the intent of the initial proposal, but let's discuss if not.)//
	67	+* Scope, research and integrate any new changes resulting from workshop held in previous milestone
	68	+** (LV comment: I believe this statement accurately reflects the intent of the initial proposal, but let's discuss if not.)
72	72
73		-=== Months 9 & 10 ===
	70	+==== Months 9 & 10 ====
74	74
75		-* Plan special free/libre/open issue of a PM journal
76		-(//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.)//
	72	+* Plan special free/libre/open issue of a PM journal
	73	+** (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.
	74	+** 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.)
77	77
78		-== Sustainability ==
	76	+=== Sustainability ===
79	79
80		-=== OSI staff responsibilities ===
	78	+* OSI staff responsibilities
	79	+* OSI infrastructure needs
	80	+* Ongoing participant community
	81	+* Ongoing budgeting/revenue
	82	+* Resources
81	81
82		-=== OSI infrastructure needs ===
	84	+=== Summary of Work Items ===
83	83
84		-=== Ongoing member community ===
85		-
86		-=== Ongoing budgeting/revenue ===
87		-
88		-== Resources ==
89		-
90		-* [[Initial project proposal to OSI by Joseph Potvin, Nov. 7, 2013>>url:http://wiki.opensource.org/_media/projects:working_groups:potvinproposal.odt]]
91		-* [[Brief Questionnaire/Interview to Identify Priorities for Advancing “A Management Education Syllabus on the Methods, Processes, Resourcing and Governance of Free/Libre/Open Works”>>doc:FreeLibreOpenWorksManagementEducationQuestionnaire]] Working Group
92		-* [[The Opman Company - Project Portfolio >>url:http://projectmanagementhotel.com/projects/course-free-libre-open]](project site: overview, activities, wiki)
93		-
94		-= Discussions =
95		-
96	96	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.
97	97
98	98	* Shorten the course to 2 or 3 days only
...	...	@@ -106,3 +106,9 @@
106	106	* Expand content on financial, benefit/cost & accounting to support ROI analysis
107	107	* Produce instructional audio files from interviews for syllabus
108	108	* Create a short evocative name for this syllabus
	99	+
	100	+== Background Documents ==
	101	+
	102	+* [[Initial project proposal to OSI by Joseph Potvin, Nov. 7, 2013>>url:http://wiki.opensource.org/_media/projects:working_groups:potvinproposal.odt]]
	103	+* [[Brief Questionnaire/Interview to Identify Priorities for Advancing “A Management Education Syllabus on the Methods, Processes, Resourcing and Governance of Free/Libre/Open Works”>>doc:FreeLibreOpenWorksManagementEducationQuestionnaire]] Working Group
	104	+* [[The Opman Company - Project Portfolio >>url:http://projectmanagementhotel.com/projects/course-free-libre-open]](project site: overview, activities, wiki)