NOTES for OAChampions Training Day Three

Expand OpenAgile Community to a more diverse group of people
Work area: Expand OpenAgile Community to a more diverse group of people

x - Barry Turner - Articulate the process for becoming an OpenAgile Champion - OpenAgileChampionDescription

x - Barry Turner - Articulate what it means to be an OpenAgile Champion; implications, FAQ's of involvement - OpenAgileChampionDescription

o - - Barry Turner Write a template for inviting people to join the Community (Hint: Check old AgileAdvice blog articles for ideas/verbage) Communityinvitation

o - - Barry Turner Write a template for inviting people to join as a Champion (Hint: include date for next training and info about what it means to be a Champion) Championinvitation

o - - Create a list of people that we already directly invited to become a Champion (ie. not those who were indirectly invited through a mass email, message board, AgileAdvice article)

o - - Barry Turner Create a list of orgs that might have mandates or visions that are aligned with ours (ie. capacity building, value delivery) - Similarorgs

o - - Invite like-minded organizations to send interested people to the next OpenAgile Champion training

o - - Create a list of 'women in tech' organizations

o - - Barry Turner Add a list of women in business sites - Womenbusinesssites

o - - Invite 'women in tech' organizations to send interested people to the next OpenAgile Champion training

o - - Talk to Deborah Hartmann re: Agile Coach Camp - how did they achieve a better gender balance than other Agile events?

o - - Talk to the group: Advocates for Community-Based Training and Education for Women (ACTEW) www.actew.org

x - ChrisHeidema - Invite or support someone to become an OpenAgile Champion... Erfan Vafaie

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Invite or support someone to become an OpenAgile Champion

o - - Host community networking event

o - - Answer this: is XP Toronto (or other agile groups) part of community or a biz dev opportunity

o - Travis Birch - Write WikiPedia entry on OpenAgile

o - - Invite people in Agile online groups/mailing lists to join community

OpenAgile Not-for-Profit
Work area: OpenAgile Not-for-Profit

o - - Determine the organizational structure

o - - Determine funding model and potential sources of revenue

o - - Determine expansion model (ie. how does the org promote OpenAgile, build the methodology)

o - Mishkin Berteig - Decide the official name. Three elements make up the name: distinctive ("OpenAgile"), descriptive (?Unknown?), legal (?Inc., Corp.?) - OpenAgile Not-for-Profit Names Ideas List

o - - Fill out registration forms to incorporate (Hint: the forms are online)

o - David Parker - Read Ontario Not-for-Profit Incorporator's Handbook

o - - NUAN Search to make sure there are no other organizations with the name OpenAgile

o - - Write by-laws (Recommend using generic template found online)

o - - Decide who is on the Board of Directors

o - - Pay $200 registration fee

o - - Draw on OA Champs who have done this before (ex. Travis Birch with Fair Gardens) as resources

The OpenAgile Marketplace
Work area: The OpenAgile Marketplace

Explanation: Creating a sustainable way for OpenAgile Champions to serve the marketplace

o - - Research potential business models (ex. brokerage, public training)

o - - Approved list of people who can teach OpenAgile (Tutors before there is an official Tutor certification)

o - - Research Association for Software Testing

o - - Create a place on OA.com to connect users and practitioners (directory of approved official folks)

o - - If we use the public training business model, Create place on OA.com for public training course oferings

o - - Articulate process for receiving Certification levels on OA.com

o - - Determine what products and services the OpenAgile organization will provide to the Champions, Community and Marketplace

o - - Describe the levels of engagement between the marketplace, the community, the champions and the OpenAgile organization

o - - Define Unique Selling Proposition - why OpenAgile?

o - - Create a list of non-profits that might be interested

o - - Looking on LinkedIn contacts

x - Garth Schmalenberg - Sales Audit - list of concerns that OA will address - used in a conversation, and reflection upon it

o - - practice sales approach

o - - OpenAgile mailing list

o - - web site promotional stuff

o - Garth Schmalenberg - sales coaching

o - - Infonium Case study

o - - REPETITIVE: contact a sales lead for OpenAgile

Team Member Training Manual
Work area: Team Member Training Manual

x - OpenAgile Champions - SMARTify value driver for the manual

o - - Define objective for each chapter (may be broken into smaller tasks)

o - - Define test questions derived for each chapter (collaborate with test team)

Definition of Done: Content for each chapter based on objective and test questions

o - - Write 2.2.6 vs. Debate

o - - Write 2.3.1 The Learning Circle and other models

o - - Write 2.3.2 The scientific method

o - - Write 2.3.3 more on Detachment, Search, Love and Courage

o - - Write 3.1.1 wall of Post-Its

o - - Write 3.1.2 Big Visible Charts

o - - Write 3.1.3 calendars

o - - Write 3.2.1 identifying basic repetitive activities

o - - Write 3.2.2 taking a learned skill or process and making it visible as a Repetitive Activity link title

o - - Write 3.2.3 work standards, the definition of “done”

o - - Write 3.2.4 Team Standards

o - - Write 3.3.1 self-organizing and volunteering

o - - Write 3.3.2 challenges to volunteering and executing

o - - Write 3.3.3 asking for help

o - - Write 3.3.4 working in pairs

o - - Write 3.3.5 taking a physical break

o - - Write 3.3.6 mental and emotional readiness

o - - Write 3.3.7 attitude of service

o - - Write 3.4 Effective Reflection in the Engagement Meeting

o - - Write 4.1.1 seven skills

o - - Write 4.1.2 five disfunctions

o - - Write 4.2.1 four stages of development

o - - Write 4.2.2 pitfalls of storming

o - - Write 4.2.3 pitfalls of norming

o - - Write 4.2.4 crisis and victory

o - - Write 4.3.1 six prerequisites

o - - Write 4.3.2 The Goal and Cycle Plans

o - - Write 4.3.3 Commitment vs. Estimation

o - - Write 4.4 Creativity

o - - Write 4.4.1 the arts

o - - Write 4.4.2 problem solving

o - - Write 4.4.3 logic and intuition

o - - Write 4.4.4 attraction to beauty

o - - Write 4.5.1 team size, skills, evaluation, organizations

o - - Write 5 Summary

o - - Write 6 Conclusion

o - - Write 7 Acknowledgements

o - - Write 8 Further Information

o - - Write 9 Glossary

Team Member Test
Work area: Team Member Test --> 50+ Questions (40+ multiple choice, 5+ short answer)

x - PaulHeidema - develop 5 questions for team member test

o - - develop questions for team member test

o - - develop questions for team member test

o - - develop questions for team member test

o - - develop questions for team member test

o - - develop questions for team member test

o - - develop questions for team member test

o - - develop questions for team member test

o - - develop a listing of competency areas/categories for test - including one per foundation, engagement meeting, progress update, team member role, etc.

o - - consult with team member manual contributors

o - - develop requirements for questions (eg. number/area or category, type of question, etc.)

o - - research other certification testing methods/question types

o - - review questions (with champions)

o - - test questions (on a user)

o - - train volunteers on creating test questions

o - - create team member exam on OpenAgile.com

o - - formally annouce the exam launch

o - - NOTE/REQUIREMENT test to be useful in promoting understanding and knowledge - what kind of competencies are we developing?

Team Member Training Slides
Work area: Team Member Training Slides

o - - Module: "Introductions", Slide: "Expectations of You" Add: to enjoy

o - - Module: "Introductions", Slide: "Work is Done in Cycles" - NEW SLIDE, need definition of "cycle"

o - - Module: "Team Member" Slide: "Communicates obstacles to the team" ADD these responsibilities: 1. Learning (progress meetings, Engagement meeting) 2. Contributes to the Plan 3. Contributes knowledge, expertise, experience 4. Checking work against overall Goal and Value Drivers

o - - Module: "Team Member", Slide: "Full participant in all meetings" add E.g. Cycle Engagement meeting

o - - Module: "Team Member", New Slide: "Humble Posture of Learning"

o - - Module: "Truthfulness", make changes from OA Champions training ... http://wiki.openagile.org/wiki/NOTES_for_OAChampions_Training_Day_One

o - - Module: "Consultative Decision Making", make changes from OA Champions training ... same as above

o - - Module: "Consultative Decision Making", make changes from OA Champions training ..

o - - Module: "Simulation 1", make changes from OA Champions training ..

o - - Module: "Consultative Decision Making", make changes from OA Champions training ..

o - - Incorporate changes from "What Did You Learn" ... http://wiki.openagile.org/wiki/NOTES_for_OAChampions_Training_Day_Two

o - - Module: "Learning Circle", make changes from OA Champions training ... same as above

o - - Module: "Teams", make changes from OA Champions training ...

o - - Module: "Meetings", make changes from OA Champions training ...

o - - Module: "Paths of Service", make changes from OA Champions training ...

o - - Module: "Handling Quality", make changes from OA Champions training ...

o - - Module: "Handling Calendar", make changes from OA Champions training ...

o - - Module: "Handling Repetition", make changes from OA Champions training ...

o - - Module: "Handling New Artifacts", make changes from OA Champions training ...

o - - Module: "Handling Obstacles", make changes from OA Champions training ...

o - - Module: "Melbuj Exercise", make changes from OA Champions training ...

o - - Module: "Simulation II", make changes from OA Champions training ...

o - - Module: "OpenAgile Community", make changes from OA Champions training ...

Team Member Training Handouts
Work area: Team Member Training Handouts

o - - OpenAgile Process handout, change dollar signs to leaves

o - - OpenAgile Process handout, change man symbol to smiley faces or circles

o - - create handout for consultative decision making with true/false questions

o - - Learning Circle handout, very vague scale use words instead of number ratings, need to define reflection, learning, etc. beside term, give examples as well, more space between the question to allow answers.

o - - Create a new handout for role of team member, what would you do differently, what would you give up to be a good team member, what should you take on, what does a good team environment look like?, impact of roles/titles on team.

o - - confirm/deny need for success factor handout - what does a successfully unified team look like, factors that make them unified

o - - review need for additional handouts with champions

Team Member Tutor's Materials
Work area: Team Member Tutor's Materials

o - - Create list for supplies (e.g. pencils, stickies)

o - - Create list for props (e.g. name tent)

o - - Create list for handouts (e.g. sign-up sheet, group exercises)

o - - Create logistical guidelines for course administration (e.g. use of OpenAgile.com for listing courses)

o - - Create room requirements and setup guidelines for facilities organizer (e.g. a flip chart)

Team Member Tutor's Notes
Work area: Team Member Tutor's Notes

Team Member Tutor's Manual
Work area: Team Member Tutor's Manual

Team Member Statement of Professional Conduct
Work area: Team Member Statement of Professional Conduct

o - - confirm option of developing an overall OpenAgile Statement of Professional Conduct

o - - develop ethics portion of statement

o - - develop commitment to learning statement

o - - develop commitment to truthfulness statement

o - - develop commitment to consultative decision making statement

o - - require contribution back to community??? or suggest contribution is expected/encouraged

o - -

Team Member Endorsement Requirements
Work area: Team Member Endorsement Requirements

Case Studies
Work area: OpenAgile Case Studies - such documents (research papers, essays, blog articles, etc.) are be New Artifacts? These might be added to this site in the form of links (to documents or articles online), or pages perhaps (if the text is intended to be authored/hosted here within the wiki).

Public Team Member Trainings
Work area: Public Team Member Training

o - - Advertise the Public training January 26 & 27 in Ottawa (when, where, how long, how much?)

o - - Schedule Public trainings in 2010

Updates to OpenAgile Primer
Work area: OpenAgile Primer

o - - section on "why OpenAgile"?

o - - section on "why not Scrum"?

o - - add a story or two to make it more engaging

Updates to Readiness Test
Work area: OpenAgile Readiness Test

o - Mishkin Berteig - Complete Programming to show Readiness Certified when people complete the test

o - - Put notes from OpenAgile Champions training on the Wiki

o - Gita Badiyan - Go through the Readiness Quiz... Gita Badiyan

o - Laila Heidema - Go through the Readiness Quiz... Laila Heidema

o - Sunil Kaushik - Go through the Readiness Quiz... Sunil Kaushik

Develop List of Prioritized Value Drivers for the Community
Work area: Prioritized Community Value Drivers - Please do not edit without checking on the discussion page first!

Questions for Day Three
What are the dates for the next OpenAgile Champion training and Community Engagement Meeting?

Is a three-month cycle too long?

Can the team determine it's own consequences? E.g. Team rules.

What does OpenAgile say about risk management? The team develops it's own approach?

Can we create a story for the team member manual that takes you through the entire experience?

Should effective "Reflection" become a part of the training?

What are the pre-requisites for this training?

Change names of paths of service e.g. Process Facilitator to Process Facilitation

Change diagram to avoid showing PF and GF as individuals.

change Engaged participants in Primer to paths of service

General conversation about terminology

Make the All of OpenAgile slide something that is developed progressively

Need to examine the order of all the modules

Ottawa public training

Promoting OpenAgile

Do we include Commitment Velocity in the Team Member training? Where does it go?