1 Collaborative Expedition Workshop #34: Harvesting Best Practices Using Communities of Practice: Enterprise Architecture August 17, 2004 National Science Foundation Room 555, Stafford II Ballston, VA

2 Evolving Goals of Workshop Series People: To accelerate multi-sector partnerships that advance IT capabilities needed by government to serve citizens Technology:To accelerate commitments and maturation of open standard components for e- government Process: To organize around Communities of Practice to improve how we both broaden the context of our understanding and integrate our collective and collaborative actions

3 Sponsors Architecture and Infrastructure Committee of the CIO Council ( –Governance, Emerging Technology, and Components Subcommittees Social, Economic, and Workforce Implications of IT and IT Workforce Development Coordinating Group, (SEW), Interagency Working Group for Information Technology Research and Development

4 Sponsors GSA’s Office of Intergovernmental Solutions Best Practices Committee of the CIO Council –Knowledge Management WG, Semantic Interoperability Community of Practice (SICoP) KM.gov Web-services.gov

5 Transforming How We Work Together to Better Serve the Public Use FEA models and workshops to advance: –Authoritative Communities of Practice around common business lines –Agile Frameworks for building intergovernmental services through repositories –Emergence of open standards, semantic technologies to “distill” context aware data and services needed by people and machines to solve problems within complex, adaptive systems. “In design, we either hobble or support people’s natural ability to express forms of expertise.” David D. Woods

6 General Lessons Learned Broaden Context Integrate Efforts Anticipate Next Action Repeat Cycle from a place of richer understanding, richer networks (people and technology) and greater openness to possibility

7 Introduction Source: Werner Geyer and Li-Te Cheng, Facilitating Emerging Collaboration through Light-weight Information Sharing, Technical Report 02-09,IBM Watson Research Center (see P: Peer-to-Peer Sharing

8 Introduction Number of PersonsDescription One“Writable” Web Two or More“Collaborative” Web Community of Practice (CoP) Dynamic Knowledge Repository (DKR) (Doug Engelbart) Multiple CoPs (Scalability) Networked DKR (Reusable Components)

9 Introduction Building Communities of Practice – Creating Value Through Knowledge Communities: A Practitioners Guide Version 1.0): –Building a Knowledge Repository: Identification of the types of assets that the community wants to develop and/or collect. Inventory and folder structure for these knowledge assets. Taxonomy structure for asset organization. Process for collecting assets of various types. Process for reviewing or “certifying” assets. Process for maintaining or archiving assets.

10 Introduction Enhancing Our Partners Capacity: –Build on the July 14 th CIO Council's KM.Gov Forum on Change & Knowledge Management or "Transforming at the Speed of Light" (The Net Effect) Featuring Dr. Robert Cross, Prominent Social Network Analysis Expert (see –Build on the July 23 rd CIO Council's Best Practices Committee Seminar on Enterprise Architecture in the Private Sector (Automotive Industry). –Build on the lessons learned from experts, previous workshops and conferences that provide more audience participation and produce actual products (summaries, work plans, business cases, communication plans, prototypes, reference Implementations, community services, etc.) Cultivate a knowledge environment which includes a shared dynamic knowledge repository (from "Bootstrapping" by the visionary/inventor Doug Engelbart).

11 Introduction See Best Practices

12 Introduction

13 Introduction The Collaborative Expedition Workshops (CEW) serve individuals and policy-makers from all sectors: government, business, and non- government organizations to practice an emerging societal form that advances realization of the citizen-centric government goal of the President's Management Agenda. Each workshop organizes participation around a common purpose, larger than any institution, including government. By learning how to appreciate multiple perspectives around the potentials and realities of this larger "purpose", subsequent actions of individuals representing many forms of expertise, can be expressed more effectively in their respective settings. The monthly workshops seek to advance the quality of citizen- government dialogue and collaborations at the crossroads of intergovernmental initiatives, Communities of Practice, Federal IT research and IT user agencies in order to advance collaborative innovations in government and community services such as emergency preparedness, environmental monitoring, healthcare and law enforcement.

14 Introduction A key finding of last year, was the need to apply emerging technologies (web services, grid computing, and semantic web) to tune up the innovation pipeline with better linkages among business incubators (state economic development programs), innovation diffusion networks (SBIR, angel investors, etc.) and business intelligence centers with quality information about e-government and e-commerce gaps. Many of the agile business components surfacing in the small business innovation world are not easily discovered by e- government managers, resulting in lost or delayed opportunities for both parties. To address this potential, a quarterly Emerging Components Conference Series was this year. Four national dialogue conferences have been held thus far: two at the White House Conference Center, one at the Washington DC Convention Center and one at MITRE. For more information see:

15 Introduction Workshop Sponsors: –The General Services Administration's Office of Intergovernmental Solutions. –Architecture and Infrastructure Committee of the Federal CIO Council. –National Coordination Office of the Interagency Committee on IT R&D (Social, Economic and Workforce Implications of IT and IT Workforce Development (SEW) Coordinating Group). –All value this "frontier outpost" to open up quality conversations, augmented by information technology, to leverage the collaborative capacity of united, but diverse sectors of society, seeking to discover, frame, and act on national potentials.

16 Introduction Past Workshop Archives, Collaborative Pilots, and Related Resources: – – – – – –

17 Introduction Upcoming Events: –September 8-9, 2004, Second Semantic Technologies for eGov Conference at MITRE! See for registration and program. –September 14, 2004, Collaborative Expedition-Emerging Technology Workshop #34 at the NSF. Intelligent Manufacturing. –September, 20-22, 2004, Enterprise Architecture Conference, September 21, 2:15-3:30 p.m., Session 3-5: Best Practices for Adopting Service-Oriented Architectures. –October 19, 2004, Collaborative Expedition-Emerging Technology Workshop #36 at the NSF. Evolving a Multi- Stakeholder Process for Identifying Emerging Technology Using Ontology and Taxonomy Best Practices: Introduction to Tiger Teams and Sprints. –October 25, 2004, Fifth Emerging Technology Components Conference, Hosted at MITRE. See Componenttechnology.Org for details.

18 Introduction The President's Management Agenda (PMA) requires all federal agencies to transform the roles and relationships among people, processes, and technology in order to become a citizen-centered government. The PMA emphasizes bringing value and productivity results to citizens, businesses, and public managers. The purpose of this workshop is to build on strategic priorities of the CIO Council's Best Practices Committee and Architecture & Infrastructure Committee that align with the PMA. This workshop will provide an orientation to these priorities relative to Best Practices Exchange, Enterprise Architecture and Communities of Practices (CoP). Future workshops will build on the strategic relationships among these drivers of managed change. For example, how can best practices from Enterprise Architecture (EA) leverage the public dialogue and public service delivery goals of CoPs implementing the President's Management Agenda?

19 Key Questions What is the purpose of Best Practices? How should Best Practices be framed to optimize value? What is the role of Communities of Practice (CoPs)? How could EA Best Practices be leveraged among CoPs to address urgent requirements for agile information sharing? Will CoPs be early adopters of open standard, semantic technologies (RDF, OWL) that "distill" the context- aware data needed by people and machines in complex, service-oriented environments?

20 Introduction CALL FOR VOLUNTEER SCRIBES: –We will need volunteers during the working lunch session to take notes (bullet list). Bring your laptop and have it cleared by NSF (Room 357) for Internet access, either LAN or WiFi. You will need the latest Windows patches, virus protection patches and recent virus scan. Clearing computers at that time of day can take NSF about 20 min so plan your arrival accordingly.

21 Agenda Overview I. Orientation: –8 a.m. – 9:30 a.m. II. Listen to Practitioners: –9:30 a.m. - 11:25 a.m. III. Build Community Know-How: –11:25 a.m.-3:30 p.m.

22 Agenda Details I. Orientation: –8:00 a.m. Check-in, Box Lunch Order ($8.00/person) and Coffee –8:30 a.m. Organizers' Welcome and Introduction Susan Turnbull, GSA, Emerging Technology Subcommittee and Co- chair Social, Economic and Workforce Implications of IT and IT Workforce Development (SEW) Coordinating Group, Brand Niemann, EPA, Emerging Technology Subcommittee and Co-chair, Semantic Interoperability Community of Practice, Rick Murphy, Rick Murphy.org, Jay Peltz, Federal Connections.Org, and Alex Pavlak, Thales Research –8:50 a.m. CIO Council Strategic Leadership Priorities: Introduction to the Vision for the “Solutions Exchange”, Bill Piatt, Unisys, and Greg Frey, Office of Administration, Executive Office of the President, both representing Carlos Solari, Co-Chair, CIO Council's Best Practices Committee –9:10 a.m. Exchange of Knowledge Between Public and Private Partners Introduction to the Enterprise Architecture Interest Group ( Greggory Garrett, Volkswagen of America and Chairperson, EAIG Board. of Directors

23 Agenda Details II. Listen to Practitioners: –9:30 a.m. Learning How to Transform EA Practitioner Experience into Community Understanding of Exemplary Practice: How can we improve the discovery, arrangement, and use of enterprise-level knowledge elements? Rick Murphy, Moderator Andy Hoskinson, Director of Enterprise Architecture Development for UNISYS Global Public Sector Solutions Dan Ellis, Vice President, Software Performance Systems –10:20 a.m. Break –10:35 a.m. Engaging through Communities of Practice to Share Strategic Knowledge and Navigate Experience Gaps: How is IT sharing and Knowledge sharing conducted today in exemplary settings? Rick Murphy, Moderator Peter Groen, Director, Health Information and Technology Sharing Program, Veterans Health Administration (VHA), Dept. of Veterans Affairs Kent Craig, Director of Application Architecture, US Patent and Trademark Office

24 Agenda Details III. Build Community Know-How: –11:25 a.m. Practicing the Shared Stewardship Needed to Harvest and Seed Best Practices Across Organizations Alex Pavlak, Break-out Session Facilitator –Working Lunch (in small groups) to address how to advance strategic priorities, in light of practitioner narratives including: –1) Best Practices Repository, –2) Enterprise Architecture Best Practices, and –3) Community of Practice Best Practices –1:30 p.m. Break

25 Agenda Details III. Build Community Know-How (continued): –1: 45 p.m. Shared Understanding of promising "Design Seeds" needed to: Build-out a Best Practices Repository for Enterprise Architecture. Cultivate Communities of Practice as Agents for Rapid, Coherent Advancement of EA Best Practices, Jay Peltz, Report-out Session Facilitator. Rappateurs from each break-out group will summarize findings, including roles and relationships among Best Practices, Enterprise Architecture, and Communities of Practice: What works? What doesn't? What needs to be created? What do we need to know? Open discussion to follow. –3:15 p.m. Adjourn –3:30 p.m. Networking –Note: Brief organizing meeting for participants interested in post- workshop drafting of summary report will be led by Alex Pavlak.