[KI-LC] Agenda item request: ISWG Budget proposal for use of 2011 funds

[Joe Andrieu]

After considering our options for 2011, the ISWG would like to propose
the following use of the $5,000 baseline currently allocated for use
this year.

The allocation was to “support the deployment of the information sharing
agreements and trust frameworks” and was a total of $15k: “Recommend a
guaranteed baseline of $5000, with up to an additional allocation of
$10,000 available to match contributions dollar-for-dollar from outside
sources.”

We originally expected the $10k+$10k funds to go to legal and creative,
and we are working to make that happen. However, the remaining $5k did
not have a specific allocation from the LC.

I’d like to propose the following use of those funds.  Since this would
result in paying one of the Work Group Co-Chairs (me), we wanted to
process it through the Leadership Council to address any concerns that
might arise. We discussed this in our regular weekly call yesterday and
the group unanimously agreed that this would be the best use of the
funds, given both the timing and the current activities in the group.

Background:

The ISWG’s work has been grounded in a requirements engineering process
that defines scenarios and use cases for the entire customer-supplier
relationship. We create specific Customer Supplier Engagement Models
(CSEM) based on the Customer-Supplier Engagement Framework (CSEF)
created by Iain Henderson. 

Our first (and only complete) engagement model is the Car Buying
Engagement Model
(http://kantarainitiative.org/confluence/display/infosharing/Car+Buying+Engagement+Model). 

We followed that up with a deep dive in the Personal RFP phase to define
the actual use cases that would enable that model:
(http://kantarainitiative.org/confluence/display/infosharing/Personal+RFP+Engagement+Model)

These models have formed the foundation for creating the Standard
Information Sharing Agreement, allowing us to (1) make sure the
agreement addresses an entire, specific customer experience and (2)
illustrate the value proposition for both individuals and companies when
using an information sharing approach, for a specific situation in a
specific industry. 

We currently have two additional engagement models under development,
one in real estate and one in car rentals. Both are being created by
volunteers with deep domain expertise. Judi Clark is also in
conversations with several volunteers who have expressed interest in
developing a medical/health care engagement model. 

What we’ve found is that these new engagement models need significant
hand-holding by the work group and the initial drafts from new
contributors inevitably varying greatly in quality.

Proposed Work:

To develop tools and guidance for developing information sharing
engagement models.

The deliverable will be a draft work group report that explains how we
use the CSEF to create CSEMs with a particular focus on quickly
translating domain expertise into a viable model. I will review the work
with existing and potential domain experts to verify clarity,
applicability, and ease of use.

The work will be done by Joe Andrieu, following the same terms as the
pRFP work funded by Kantara last year: contract with SwitchBook, 50% up
front, 50% upon acceptance by Iain Henderson of a complete Draft Report
(which must also be submitted to the Work Group). The previous contract
should be an easy template to reuse.

This work will be done immediately and will be complete by the end of
2011.

I’ll be on the call today to answer any questions. If you have any
particular concerns, feel free to email me directly and I'll answer them
either by email or on the call.

-j

-- 
Joe Andrieu
SwitchBook
joe at switchbook.com
+1(805)705-8651