U.S. General Services Administration Collaborative Expedition Workshop #63 July 17-18, 2007 Building the Way Forward Together: Towards Stable Meaning and Records Preservation in Information-Sharing Susan Turnbull, GSA, Senior Program Advisor, Intergovernmental Solutions Division, Office of Citizen Services and Communications, Co-chair, Emerging Technology Subcommittee and Co-chair, Social Economic and Workforce Implications of IT and IT Development, Subcommittee on Networking and IT R&D

2 Building Sustainable KM and EA Stewardship Practices Across CoPs Collaborative Expedition Workshops and Collaborative Work Environment Co-sponsors: –GSA's Intergovernmental Solutions Division –Architecture and Infrastructure and Best Practices Committees of the Federal CIO Council – –National Coordination Office of the Subcommittee on Networking and Information Technology R & D (NITRD) and Social, Economic and Workforce Implications of IT and IT Workforce Development (SEW) Coordinating Group, NITRD –

3 Emerging Technology Subcommittee, AIC Tuning ET Together - From Stovepipes to Wind Chimes Purpose: This subcommittee provides an “incubator” organizing process to accelerate discovery, maturation, and validation of capabilities that leverage FEA principles and priorities. The key components of our charter are: Greater foresight and discernment as established and emerging technologies compete and converge Longer life-cycles through market-based, open standards technologies Common understanding of business scenarios to anticipate performance outcomes and mitigate risks. Participation in this subcommittee will help you improve your agencies’ strategic foresight and collaboration capacity around strategic IT assets. Key FY06/FY07 Activities/Deliverables 1. Forging effective IPv6 strategies together (example in FY06) 2. Life-cycle process for ET discovery and collaborative action – Strategic Dialogue Among Communities at Open Forums – Collaborative Expedition Workshops Co-Chair Contact Information Susan TurnbullJohn McManus

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5 Expedition Workshops: Building Sustainable KM and EA Stewardship Practices Across CoPs Organize around common purpose, larger than any institution, to appreciate potentials and realities Improve quality of dialogue and collaborative prototyping at intergovernmental crossroads Participants, representing many forms of expertise, return to their settings with a larger perspective of the “whole” –De Tocqueville “Americans of all ages, all conditions, and all dispositions form associations. …In democratic countries the science of association is the mother of science; the progress of all the rest depends on the progress it has made.”

6 Expedition Workshops: Building Sustainable KM and EA Stewardship Practices Across CoPs Create conducive conditions for “Breakthrough” Innovations – from “Need to Know” -> “Need to Share” -> “Build to Share” –To be Informed (not Overwhelmed) by the Combined Complexity of our Multiple Forms of Expertise –Authoritative Communities of Interest/ Practice around Common Business Lines –Agile Framework for Building Intergovernmental Services –Emergence of Open Standards, Semantic Technology “In design, we either hobble or support people’s natural ability to express forms of expertise.” Prof. David D. Woods

7 Expedition Workshops: Building Sustainable KM and EA Stewardship Practices Across CoPs How can multiple Communities of Practice discover and organize around common mission needs to build shared understanding? How can shared understanding around several select, urgent cross-boundary scenarios be accelerated? What is the role of collaborative prototyping around emerging technology potential, in light of the Federal Enterprise Architecture's Reference Models?

8 Expedition Workshops: Building Sustainable KM and EA Stewardship Practices Across CoPs Key Findings: FY03 - Agile business components in innovative settings not easily discovered by e-government managers, resulting in lost or delayed opportunities for all parties. FY04 - Growing Opportunity to apply Emerging Technologies (web services, grid computing, and semantic web) to tune up Innovation Pipeline with better linkages. FY05 - Collaborative Work Environment expands effective networking across intergovernmental communities and complements monthly Collaborative Expedition Workshops; validated efficacy with Data Reference Model Working Group FY06 – Networking Among Communities of Practice with Communities co-organizing the workshops, provides conducive environment to build shared understanding toward joint action around promising technology potentials

9 Going Forward: From Stovepipes to Wind-Chimes Value: "Frontier Outpost" to open up quality conversations, augmented by “light-weight” tools, to leverage collaborative capacity of united, but diverse sectors of society, seeking to discover, frame, and act on national potentials. Over 62 workshops since March, 2001 Results: Multiplicative Returns –62 Expedition workshops, participants per workshop – 19 Communities of Practice, >1500 participants –FY06: 1.12 million visits to site/3.88 million file downloads –Data Reference Model WG: 30 agencies represented, 125 participants, DRM v2.0 issued by OMB in Dec FY07 Alignment: Networking among Communities of Practice –Putting it all together - Planning upcoming workshops together –Building common understanding of fundamental concepts needed for communities representing diverse forms of expertise, to work together to leverage toward improved citizen service delivery at lower cost.

10 From Stovepipes to Wind-chimes: Cross-Boundary Alliances – Framework for Success Background: Creating Conducive Environment to Transcend Insularity – from “Need to Know” to “Build to Share” Toward High Performance Collaboration: Three Cross- Boundary, Information-Sharing communities and their success stories –1. 18 days – Tsunami aftermath – days – Federal Data Reference Model V2.0 – days – Global Ontology Community of Practice

11 Build on Recent Workshop: Purpose and Questions To explore the potentials and realities of innovative, Intergovernmental Practices for advancing dialogue between Government and Citizens in Support of Citizen-Centric Services. 1. What are the potentials and realities for Networking among Intergovernmental Communities of Practice and Communities of Interest (CoPs/ CoIs)? What role(s) can these Communities play as Innovation Catalysts in a Services Economy?CoIs 2. How can conversations among CoPs/ CoIs “perturb” current understandings in ways that encourage the creation of new or different possibilities? 3. How can we establish new “norms” for collaborating together across institutional boundaries? 4. How can smarter “work-forms” such as CoPs/ CoIs help mature light-weight, innovative Web 2.0 technologies that offer significant transformational potential?

12 Build on Recent Workshop: Purpose and Questions To explore the potentials and realities of innovative, Intergovernmental Practices for advancing dialogue between Government and Citizens in Support of Citizen-Centric Services. 5. What are the national scenarios where distributed collaboration will be fundamental to national readiness and effective joint action by institutions? 6. How can we draw on strategic leadership communities and "best practices" to move toward more agile cyberinfrastructure that transcends the high costs of insularity? 7. What are the opportunities for leveraging greater transparency and openness to achieve mission agility and greater value from existing and future information assets? 8. What "light-weight" tools are needed to support emergent governance across intergovernmental communities? How can these tools bootstrap open collaborative development with the agility needed by intergovernmental communities and their individual host institutions?

13 Today’s Workshop Questions 1. What are the relationships among records, repositories and rights of citizens that need to be understood and reflected in cyberinfrastructure? 2. How can relevant stakeholders tap "build to share" principles being advanced by forward-looking stewardship organizations, including: a) Successful self-organizing, global volunteers (i.e.Tsunami wiki, Ontolog Forum), b) information management practitioner communities including (ontologists, researchers, economic development specialists, records managers, and librarians) advancing sound approaches for electronically stored information (i.e. Data Reference Model, NASA, NARA, World Bank) and c) Open Standards bodies (i.e. OMG, OASIS, W3C) 3. What are the common lessons that can be distilled among communities whose experience with distributed collaboration infrastructures is deep and diverse? 4. What are the emerging strategies for advancing public record-keeping infrastructures and telework environments with the resilience needed to mitigate disaster-related risks of disruptions to individual and institution-based records management services (i.e. financial, property, health)? 5.What are the emerging strategies for advancing public record-keeping infrastructures with the resilience to mitigate litigation risks associated with E- Discovery?