A Curated Collection for Learning About Professional ...Groups+...A Curated Collection for Learning...

A Curated Collection for Learning About

Professional Competencies to AdvanceSuccessful Free/Libre/Open Works

Free/Libre/Open Works (Good Values) + (Good Value)≡

Overview Prepared byJoseph Potvin, The Opman Company <jpotvin@opman,ca>

Chair, OSI Working Group on Management EducationThis presentation is licensed CC-by v4.0 or later.

The Open Source Initiative (OSI) ● A global non-profit that supports and promotes the use of

open source methods for computer programming and management;

● A global industry standards body (since 1998) that cooperates with allied foundations, companies, governments, multilateral agencies, educators and community members;

● Maintains "The Open Source Definition", a license certification program, plus various learning and outreach initiatives;

● Sustains trust amongst developers, users, companies and governments in open source collaboration for optimal reliability, security, flexibility, cost control and mutual freedom.

A Regularly Updated Learning Syllabus for Managers of Free/Libre/Open Works

Purpose: To strengthen the quality

of management amongst

free/libre/open projects,

portfolios and organizations.

A Set of Quality Intellectual Resourcesfor Managers of Free/Libre/Open Works

High QualityIntellectualResources

ThoughtfullyOrganized

For Reference*

Towards MoreTastefully-Delivered

Performance

* Like a spice rack,not a recipe.

For Coached orSelf-Directed

Learning*

Images from:1. Fuguestock (CC-nc)2. Murtada al Mousawy (CC-nc)3. Sesame Street4. Meggomyeggo (CC-nc)

FLOWSyllabu

s Trainer orself-learner

Betterfree/libre/openprojects

The bestonline sourceswe can find * Like a chef,not a waiter.

Joint Origins of “The FLOW Syllabus”● 2011-2012 growing Open Source

Initiative (OSI) interest in a learning reference to support improved free/libre/open project management competencies

● January 2013, OSI Board meeting discussion about possible collaboration on development of a FOSSBoK (Free Open Source Software Body of Knowledge) for managers;

● January 2013, The Opman Company discussed requirements with clients about an advanced training course for managers of free/libre/open projects;

● April-June 2013, The company created a re-usable compendium of libre & gratis online resources to support its own commercial services to clients, then also licensed it free/libre (dual CC-by-sa & GNU-FDL) and posted it publicly;

● October 2013, First discussions between OSI and The Opman Company about making the FLOW Syllabus an OSI resource with its own OSI Working Group.

● January 2014, FLOW Syllabus first posted on the OSI's public wikihttp://osi.xwiki.com/bin/Projects/draft%2Dflow%2Dsyllabus

Four International PM Standards Bodies● The International

Organization for Standardization (ISO/TC258 21500) “Guidance on Project Management” (ISO 21500)

● The Global Alliance for Project Performance Standards (GAPPS) is a global non-profit alliance

● The International Project Management Association (IPMA) is a member-driven and volunteer-staffed federation

● The International Centre for Complex Project Management (ICCPM) is an international not-for-profit company

A Curated Collection to Support

Coached or Self-Directed Learning● Any sector:

● Commercial (small, large and global)● Governmental (local, state/provincial, national and multilateral)● Educational (academic, professional and autonomous)● Civil society (not-for-profits, informal communities, individuals)

● Many target users and contributors:● Managers and executives● Lawyers, accountants and engineers● Employees and contractors● Students and educators in academic and professional venues● Programmers, systems architects and systems administrators


Independent Learners, Advisors & Teachers● A Renewable Resource: Maintained free/libre/open, like

evolving core code in software. Designed to provide logic and method to help associate content, objectives, activities, formative and summative assessment,learning outcomes.

● Navigational Aid: Like a nautical chart for modular learning to steer clear of submerged rocks and erratic currents. It shows more than one interesting channel, and lots of open space to explore.

● Modularity and Flexibility: A “course” can be built from the modular learning sequences organized around topics of interest, and integrated through conceptual threads that run through it. The initiative belongs to the learner and teacher to follow routes of interest and identify new trajectories.

* Contributed by K. Udas,and further adapted by J.Potvin.


Independent Learners, Advisors & Teachers● Extensibility and Personalization: Although a working group

maintains the FLOW Syllabus, alternative or additional content, activities, and alternative learning outcomes can be integrated seamlessly through referenced links.

● Social and Affinity Learning Design & Development: Educators and independent learners can create, supply and recommend “packages” of learning sequences and provide insights about the nature and their use of the Syllabus and its content to promote affinity learning approaches, learning paths, and sequences.

● Designed for Reuse and Derivative Works: Modules within the FLOW Syllabus can be repurposed to fit within, extend or supplement a pre-existing course. Sections can be treated as “micro-courses”. Completion under certain conditions can result in a micro-credentials (e.g. acknowledged with a certificate).

* Contributed by K. Udas,and further adapted by J.Potvin.

Core Themes of the FLOW Syllabus

● The General Direction of FLOW: (Good Values) + (Good Value)● How to Make it Easier for Corporate Legal Counsel to Help You● Constraints on the FLOW of Expression (Copyright / Droit d'auteur)

● Constraints on the FLOW of Ideas (Patents)

● Structuring the FLOW of Responsibility (Licenses / Contracts) ● Foundations of FLOW Management (Project / Portfolio / Organization)

Learning Outcomes“Learn to steer clear of storms, submerged rocks and erratic currents”

● Access a broad pool of knowledge from which to adapt management and governance approaches for strengthening your projects.

● Expand your repertoire of operational methods such as licensing, contributor agreements, employment contract clauses;

● Gain greater familiarity with legal principles and rules governing day-to-day decisions critical to free/libre/open source projects;

● Become better able to manage risk responsibly and intelligently:

● Reduce the likelihood and impact of errors and omissions;● Improve understand of the net risk that your are accepting.


● Build more effective lines of communication with others, including legal counsel, entry-level staff, senior executives, and management peers in partner organizations;

● Situate concepts and operations amongst Free/Libre/Open Works in relation to other fields and other business concepts;

● Adopt clear terminology and concepts that make sense across multiple professions and disciplines;

● Communicate the technical substance of your work in a manner that is related to legal concepts that are meaningful and unambiguous for executives, legal counsel, and partners.


● Understand the methods and strategies to protect yourself, your employer or partners, and the project itself from valid litigation, and from spurious/vexatious/opportunistic litigation;

● Strengthen your capabilities in pro-active compliance verification, and keep abreast of the new ISO 19600 Guidelines on Compliance Management Systems;

● Develop a clear understanding of the specific public interest function of patents, and develop the capability to judge their appropriate and inappropriate use;

● Discern the foggy boundaries amongst various types of intellectual capital in different jurisdictions, at different times;


● Understand the characteristics and needs of Free/Libre/Open Foundations, and multi-organizational member-driven consortia generally;

● Become more familiar with the governance bylaws and cultures amonst best-of-breed Free/Libre/Open foundations.

OSI Management Education Working GroupOSI-EDU-WG Participants to DatePatrick Masson

General ManagerOpen Source Initiativewww.opensource.org

Joseph PotvinChair, OSI-EDU-WGOperations ManagerThe Opman Companywww.opman.ca

Wayne MacintoshCoordinator, OERu

Open Educational Resources Universitywww.oeru.org

Ken UdasDeputy Vice Chancellor & CIO

University of Southern Queenslandhttp://www.evolllution.com

Amanda BrockDirector/ Solicitor, Origin

International Technology Lawwww.origin.co.uk

Call for ParticipationOSI Working Group on Management Education

(OSI-EDU-WG)


Join us in strengthening the quality of management amongst free/libre/open projects and portfolios, and amongst their governing organizations.● When: Every Tuesday at 20:00 GMT● Where: http://osi.bigbluebutton.org/osi/● Contact: Joseph Potvin, Chair: <[email protected]>

Call for ParticipationOSI Working Group on Management Education

(OSI-EDU-WG)


● Educators Committee: 1st Tuesday of each month● Lawyers Committee: 2nd Tuesday● Technologists Committee: 3rd Tuesday● Project & Organizational Managers Committee: 4th Tuesday

● Contact: Joseph Potvin, Chair: <[email protected]>

Annex 1The FLOW Value Proposition


FLOW Value PropositionAugment Benefits I● Optimize pace of innovation through inter-

organizational collaboration:● International ● Cross-sector/Cross-departmental ● Cross-industry

● Leverage existing intellectual and informatics works already paid for

● Foster an agile and competitive environment by reducing barriers to entry

● Strengthen in-house and/or independent security and financial control

FLOW Value Proposition

Augment Benefits II● Diversify and decentralize opportunities for

employment and business● Customization for niche requirements ● Opportunities for small/medium enterprise

outside major cities ● Engage internal and external expertise

● Different core competencies ● Quality assurance community ● Implementation community


Manage Risk● Distribute risk amongst multiple participant-

tenants● Advance and protect the "knowledge commons" ● Outlast team/organization (sustainability) ● Learn from peer review feedback

● Praise and/or criticism ● Confirmation/rejection of assumptions ● Personnel retention & succession management


Reduce Costs I● Reuse components (own & others)

● Redirect creativity/effort/spending out of redundancy and idiosyncrasy

● Externalize some costs of creation/evolution ● Retain the freedom to stand still (no forced

obsolescence/upgrades)


Reduce Costs II● Reduce time and money required for legal reviews

● Limit the requirement for “non-disclosure agreements” ● Simplify copyright license management ● Rely upon general purpose re-usable licenses

● Reduce start-up and delivery times● Engage international standards by default ● Align to a more elegant modular architecture ● Allow for more agile systems development ● Retain freedom to adapt to requirements

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