Last modified by Stefano Maffulli on 2023/02/17 01:52
Show last authors
1 **Project Dates:** 27 Nov. 2013 through 31 January 2014
2
3 **Current Status:** Report drafted; undergoing limited review prior to wider circulation; might be submitted to a journal.
4
5 == Abstract (12 January 2014) ==
6
7 //The majority of project management education currently offered has not kept pace with the evolution of the successful free/libre/open source business culture, processes and methods which have come to prominence in the past decade. This research provides an initial cursory assessment of priorities for including it in management education in academic and business markets. Based on a semi-structured survey of fourteen subject matter experts in seven countries, preliminary findings suggest that this involves more than techniques. Choices amongst free/libre/open solutons and restrictive solutions involve not only different technical and financial options, but different business cultures. The very words “project” and “management” carry different meanings in the free/libre/open community than in the wider business field. Participants in free/libre/open communities typically do not surrender to being managed, though they accept that someone should coordinate their efforts. In this paper we adopt the terms coordination and coordinator in relation to free/libre/open works, rather than management and manager. //
8
9 == Initial Description (November 2013) ==
10
11 To what extent has mainstream management education kept abreast of industry's engagement of free/libre/open source software development methodologies? Do the widely used educational materials by managers — such as the PMP (Project Management Professional) and PRINCE2 (Projects in Controlled Environments, v.2) certifications — effectively include or ignore free/libre/open project management competencies, including: ethics, methods, processes, governance, HR management, corporate strategy, law, and financing?
12
13 A mini-survey will be conducted //to assess if manager competencies for free/libre/open source software projects, portfolios or foundations are sufficiently distinct from those appropriate to work under restrictive software business models, as to require the adaptation and/or extension of current mainstream project management training resources, programs and certifications.//
14
15 This survey will serve as a foundation, to guide further discussions and understanding in preparing an “[[OSI Management Education Working Group>>doc:Main.Open Source Initiative Working Groups.Free-Libre-Open+Works+Management+Education.WebHome]]”, a new [[Working Group>>doc:Main.Open Source Initiative Working Groups.WebHome]] under the Outreach and Learning Committee of the Open Source Initiative (OSI). In addition, responses should be useful to advance Version 1.0 (cc-by-sa & gnu-fdl) of the ”//Free/Libre/Open Works Management Syllabus”// to Version 2.0 as a generic community asset for ongoing extension and evolution under auspices of the [[OSI Management Education Working Group>>doc:Main.Open Source Initiative Working Groups.Free-Libre-Open+Works+Management+Education.WebHome]]. Results can, of course, be used in academic studies.
16
17 This initial mini-survey may lead to consideration and planning of a broader questionnaire by the OSI Management Education Working Group. For the moment, it will include only a small number of:
18
19 * Managers of major free/libre/open source software projects or portfolios or foundations;
20 * Business management educators with awareness of free/libre/open business models;
21 * Academic theorists of project management with awareness of free/libre/open business models.
22
23 == Alignment to OSI Mission ==
24
25 This working group serves the OSI's educational mission through the discovery and contribution of evidence towards best practice in the adoption and management of free/libre/open source software. Surveying managers and management educators communities will help improve the public understanding generally, and decision-makers at all levels in many kinds of organizations (not just IT), about the benefits of the range of free/libre/open source approaches, and will serve as contribution to further research.
26
27 The target groups identified for the survey represent key decision-makers in the assessment and adoption of free/libre/open source software.
28
29 == Initial Group Members ==
30
31 * **Community Members**
32 ** Working Group Chair**:
33 **Joseph Potvin, [[[email protected]>>url:http://mailto:[email protected]]]
34 * **OSI Representatives**
35 ** Working Group Sponsor:
36 Mike Milinkovich, [[[email protected]>>url:http://mailto:[email protected]]]
37 ** OSI Outreach and Learning Committee Chair:
38 Tony Wasserman, [[[email protected]>>url:http://mailto:[email protected]]]
39 ** OSI General Manager,
40 Patrick Masson, [[[email protected]>>url:http://mailto:[email protected]]]
41 * **Others**
42
43 == Resourcing (mailing list, virtual server, budget etc) ==
44
45 1. Referrals for candidate interviewees from OSI Directors, staff and members.
46 1*. OSI time: 5 hours
47 1*. OSI costs: $0.00
48 1. Email generation, distribution and forwarding for communicating related interview requests and referrals.
49 1*. OSI time: 1 hour
50 1*. OSI costs: $0.00
51 1. File/web server space to upload and distribute deliverables.
52 1*. OSI time: 2 hours
53 1*. OSI costs: $0.00
54
55 == Deliverable(s) ==
56
57 1. Survey results (raw data) from interviews and questionnaires (respondent identities will not be associated with responses)
58 1. Survey analysis
59 1. Project notes and related resources
60 1. Academic-style research paper
61
62 == Completion Date/Milestones ==
63
64 * 22-27 Nov 2013: Recruitment of 14 interviewees;
65 * 22-27 Nov 2013: Finalization of questionnaire/interview protocol;
66 * 27 Nov-3 Dec 2013: 14 questionnaire/interviews conducted;
67 * 5 Jan 2014: Version 1.0 paper submitted with UQuebec advisors for initial (academic) review;
68 * 8 Jan 2014: Version 2.0 paper shared with WG Members for review;
69 * 12 Jan 2014: Version 2.1 paper shared with the 14 respondents for review
70 * To receive a pre-publication copy of the most recent version for review and feedback, please contact <[email protected]>
71
72 == Sustainability ==
73
74 === OSI staff responsibilities ===
75
76 Suggest references and provide contact information to Joseph Potvin for potential interviewees.
77
78 Provide feedback on potential relevance of results for [[Working Group on FreeLibreOpen Source Management Education>>doc:Working-Groups-Incubator-Projects.FreeLibreOpenWorksManagementEducation.WebHome]]
79
80 === OSI infrastructure needs ===
81
82 Web hosting of Working Group related artifacts, i.e. survey results and analysis, interview notes, completed questionnaires, links to resources, etc.
83
84 === Ongoing member community ===
85
86 Under development.
87
88 === Ongoing budgeting/revenue ===
89
90 None.
91
92 == Resources ==
93
94 * [[FLOSS Management Questionnaire and Interview Working Group>>doc:Projects.FLOSS Management Questionnaire and Interview Working Group]]
95 * “A Management Education Syllabus on the Methods, Processes, Resourcing and Governance of Free/Libre/Open Works” [[www.projectmanagementhotel.com/projects/course-free-libre-open>>url:http://www.projectmanagementhotel.com/projects/course-free-libre-open]] (project site: overview, activities, wiki)
96 * [[Working Group on FreeLibreOpen Source Management Education>>url:http://osi.xwiki.com/bin/Projects/FreeLibreOpenWorksManagementEducation]]
97
98 = OSI Evaluation: Discussions and Voting =
99
100 In order to provide a forum for the evaluation, discussion and voting on this Working Group proposal, a separate space is available to the OSI Board. Please [[visit here>>doc:Working-Groups-Incubator-Projects.FreeLibreOpenWorksManagementEducationQuestionnaire.WG Proposal Evaluation,FLOSS Management Questionnaire.WebHome]] to undertake confidential discussions around the proposal. OSI Directors will also vote here. Any questions or comments related to the proposal directly should asked here in the comments section.
101
102 = Text of Questionnaire =
103
104 The minimum target profile was 12 interviewees of three types:\\
105
106 ~1. Six managers of major free/libre/open source software projects or portfolios or foundations;
107 2. Four business management educators with awareness of free/libre/open business models;
108 3. Two academic theorists of project management with awareness of free/libre/open business models (I'll look after these, unless any of you have a specific person of this category to suggest.)
109
110 Following were some potential invitees suggested by OSI Board Members:
111
112 **Managers of major free/libre/open source software projects or portfolios or foundations;**
113
114 * Ian Dolphin, [[Apereo Foundation>>url:http://www.apereo.org/]], [[[email protected]>>mailto:[email protected]]]
115 * Gary Scwartz, [[Bedework Calendar>>url:http://www.jasig.org/bedework]], [[[email protected]>>mailto:[email protected]]]
116 * Jim Helwig, [[uPortal>>url:http://www.jasig.org/uportal]], [[[email protected]>>mailto:[email protected]]]
117 * Jonathan Markow, [[Duraspace>>url:http://duraspace.org/]],// //[[[email protected]>>mailto:[email protected]]]
118
119 **Business management educators with awareness of free/libre/open business models;**
120
121 * Karim Lakhani, HBS (though perhaps better in the next group?)
122
123 **Academic theorists of project management with awareness of free/libre/open business models.**
124
125 * Benjamin Mako Hill, U. Washington
126
127 = Text of Questionnaire =
128
129 **QUESTIONNAIRE—INTERVIEW ON MANAGEMENT EDUCATION RELEVANCE UNDER FREE/LIBRE/OPEN BUSINESS MODELS** **Open Source Initiative (Outreach and Learning Committee) and University of Québec (Department of Administrative Sciences)Researcher: Joseph Potvin**
130
131 **PURPOSE: **The results of this mini-survey will be used towards: 1. Refining the “Management Education Working Group Charter” of the Outreach and Learning Committee, Open Source Initiative (OSI)2. Planning the OSI's "Free/Libre/Open Works Management Education Syllabus" 3. Data in a short academic research paper at University of Québec.
132
133 **INSTRUCTIONS:**
134
135 * __Thank you__ for taking the time to assist. We expect this questionnaire will take 10 minutes to complete.
136 * Only 12 interviewees have been invited at this time.
137 * Please answer each question between the square brackets [ ] with an X or with text as appropriate to the question.
138 * We are conducting this questionnaire/interview via email to eliminate your need to subscribe to anything, and to eliminate the need for the coordination and transcription required with audio interviews.
139 * The lead researcher will be happy to speak with you by phone if you prefer: [[1-819-593-5983>>path:tel:1-819-593-5983]].
140
141 1. **Identification and Contact Information** (This will NOT appear in the report on results.)
142 First Name [ ] Last Name [ ] Your Email (for confirmation and follow-up) [ ]
143 1. **Do you have experience serving in a leadership role with any//__ free/libre/open source__// software projects, portfolios or foundations?**
144 [ ] No (We have intentionally invited some interviewees who we expect do not.)
145 [ ] Yes (Please indicate your most significant) → [ ]
146 1. **Do you have experience designing or delivering management training for professional project managers in any types of projects or organizations?**
147 [ ] No (We have intentionally invited some interviewees who we expect do not.)
148 [ ] Yes (Please indicate your most significant) → [ ]
149 1. **Do you have experience designing and/or delivering academic (university or college) education towards degrees or diplomas in the fields of management, administration, engineering or law?**
150 [ ] No (We have intentionally invited some interviewees who we expect do not.)
151 [ ] Yes (Please indicate your most significant) → [ ]
152 1. **In you experience, to what extent do generally-available management training courses and certification programs address the applied competencies and knowledge areas that professional project managers actually require to perform effectively with //__complex projects, portfolios or organizations__//?**
153 [ ] Very Comprehensively
154 [ ] Adequately
155 [ ] Poorly
156 [ ] No Opinion
157 Please comment: → [ ]
158 1. **In you experience, to what extent do generally-**available management training courses and certification programs address the applied competencies and knowledge areas that professional project managers actually require to perform effectively with **//__free/libre/open source software projects, portfolios or foundations__// in particular?**
159 [ ] Very Comprehensively
160 [ ] Adequately
161 [ ] Poorly
162 [ ] No Opinion
163 Please comment: → [ ]
164 1. **What is your assessment of the following statement? “Manager competencies in methods and processes for software projects, portfolios or foundations //__under free/libre/open source business models__// are sufficiently distinct from those appropriate to work //__under restrictive software business models__//, as to require the adaptation and/or extension of current mainstream project management training resources, programs and certifications.”
165 **[ ] Strongly agree
166 [ ] Agree
167 [ ] Disagree
168 [ ] Strongly disagree
169 [ ] No Opinion
170 Please comment: → [ ]
171 1. **Within the scope of your replies above, what competencies and/or topics (if any) do you think should be strengthened in professional learning materials, certification programs and/or academic courses relating to the management of free/libre/open source software projects, portfolios or foundations.
172 **Please comment: → [ ] **
173 Do you think //__you__// would make direct use of materials supporting advanced manager training //__tailored specifically to the management of free/libre/open source software projects, portfolios and foundations__//?**
174 [ ] Likely
175 [ ] Not likely
176 1. **Would you like to participate in developing materials for advanced manager training //__tailored specifically to the management of free/libre/open source software projects, portfolios and foundations__//?**
177 [ ] Likely
178 [ ] Not likely\\
179
180 Thank you for taking the time to respond. We will share back with you the results of all 12 anonymous interviewees. In closing, please let us know of any questions that you think we should have asked in this brief questionnaire, but did not. → [ ]
181
182 If you agree, we would like to briefly discuss your response with you via a 10-15 minute online chat. Please suggest your preferred date/time IN YOUR LOCATION [[http:~~/~~/www.thetimenow.com/meeting-planner.php>>url:http://www.thetimenow.com/meeting-planner.php]] together with a telephone number for coordination if necessary. → [ ]
183
184 Please review your responses and return to <[[[email protected]>>path:mailto:[email protected]]]**>. **Thanks for your participation!

Submit feedback regarding this wiki to [email protected]

This wiki is licensed under a Creative Commons 2.0 license
XWiki 14.10.13 - Documentation