Open Source Ecology - User contributions [en]

Joe's Proposal

2020-06-12T04:43:34Z

JoeFabian: /* Makerspace Outreach */

== CRM Software ==

CRM software (Customer Relationship Management) is used by sales organizations to track prospecting, leads generation, open negotiations and notes on customer issues, and invoicing. Organizing the various contacts, previous instructors/attendees, potential future instructors, as well as managing our relationship with other allied organizations such as the OSE University Chapters might be easier with a searchable database in which we can make contact notes. Tracking contact notes over time can be a powerful tool for "long cycle sales" which is arriving at agreements that require several conversations to come to fruition. Recommend [https://x2crm.com/ X2CRM] because it's open source and very flexible.

=== CRM Software Advantages ===

Trouble ticketing and invoicing tools can be adapted to:

*Handle individual camps as clients
**easier tracking for prospective attendees, offering more active "selling" model
**ensure, through invoice tools, tracking on all tools and material needed for each Camp
**create a customer service platform with active note taking, allow issues to be tracked to resolution as well as feedback in the form of defect rates
***opens the door for process optimization once sufficient scale is reached for date to be meaningful

== Instructor Recruiting ==

In our initial email, Marcin asked about the learning curve for prospective instructors. Our biggest current bottleneck is likely to be D3D units in the field. A list of current teams or individuals with D3D units who might be interested would be a good first step. I can contact slog through the list.

The build tutorials on YouTube are extensive and well laid out. I want to reach out to Makerspaces wherever I can find them and pitch a partnership for guided builds. Semi-public units will allow more people to become familiar with their operation and troubleshooting. The goal here is to create a "club" structure around their use. Technical experts from the team can join by Zoom for a miniature STEAM Workshop helping new teams build initial units. These clubs will not only sustain interest in OSE as a whole, but create a ready crop of instructors and future attendees for future STEAM Camps. We need to strategize ways to reduce cost to these groups to get initial units into the field for training more people in their use. Structuring it as a social function provides an immediate payoff for interest and collaboration.

== Pivot to remote events due to Covid-19 ==

Currently, future plans for STEAM Camps, OSE Feeds, and other in person events have been thrown into disarray. An immediate need for a momentum building plan that can operate with small, relatively amateur groups collaborating over the internet is vital to future success. We should re-invigorate activity on our forum and build an "OSE Club" model (working title). Dual strategy of new groups and adopting "client groups" from
established groups will provide the best results and dovetail with "Organic Social Media" strategy proposed by 180Degrees.

*Identify places where OSE is already actively discussed
**Invitation and outreach- "What can we do to help you build a D3D Universal where you are? Do you have local friends to collaborate with? What would it take to get you to sign on to a build starting in the next 30 days?"
*Identify online spaces where our model, philosophy, and goals will be most readily accepted.
**Initial outreach by me. Bring technical expertise on quickly after to stimulate conversation. Answer above questions.
*Once established, work into facilitating club formation and pursue "Instructor Recruiting" strategy

=== Makerspace Outreach ===

Initial list of first round calls has been built. A simple, one page flyer that can be hung up to gauge interest and draw people in will be helpful. Calls can then be made asking the facilitators of Makerspaces to hang up our document in a public place and get a list of members who are interested in building a D3D unit with us. Groups wishing to work independently can start as they like, but the goal will be to coordinate as many builds as possible in a sort of mini event.

Concept for a single page flyer could draw inspiration from the simple flyers stapled around town to announce local music events. Vital information for document follows.

* Catchy top line (largest text)- Consider something like "Let's Open Source our Civilization"
* Build your own 3d Printer with us
** Tap in to an endlessly evolving and expanding library of open source designs
** Network with makers, tinkerers, and collaborators across the world
** Make parts to build even cooler tools
* Reach out to us if you're as into it as we are!
** QR Code for Marcin's Ted Talk
** Website, Email, or preferred contact method

I can reach out and work the phones getting this out there if we have someone who can help me design the initial flyer.

'''[https://docs.google.com/spreadsheets/d/1m38iQi2vM6is2WgWkMHOjsg9Dko4aNCxIOJrdDBz9bA/edit?usp=sharing List of Makerspaces to reach out to]'''

=== "Think Small" social media push ===

Current small projects give potential collaborators an immediate project to sink their teeth into. Create a specific library of beginner's projects. Focus on a build and structure a YouTube series for guided builds. Invite people to post their own build processes and any difficulties and insights to our social media.

==== PVC Dome Connector ====

I want to get a printer going and build a garden shade house with one of these for summer growing in Central Arizona

== Proposed Timeline ==

=== First 15 Days ===

*Assess current list of OSE University Chapters program and begin the phone and email slog of fleshing it out and advancing it
**This is a classic long cycles sales problem. Assess, assess, assess. Ready partners will rise organically through a continuous contact effort on my part
*Build list of prospect Makerspaces for potential partners in building D3D Universals (currently working on this))
**Find out who's still open and operating
*Evaluate list of past instructors and attendees
** Do we have a "Problems to Solve" worksheet for training new instructors? Build one if not.
*Build list of all online spaces OSE is currently actively discussed and evaluate
*Meeting to develop plan for social media buzz and reignite our own forums
*Develop simple, single page flyer inviting Makerspace groups to build a D3D Universal with us

=== Day 15-30 ===

*Identify 10 OSE University candidates ready to form student clubs
**Examine available resources for building D3D units
*Start working down list of open and operating Makerspaces
**Create one page flyer that can be printed and hung in the spaces pitching a group build of the D3D
**Get that flyer hung in as many places as possible
*Begin correlating local sustainable agriculture orgs for collaboration with makers groups
*Use 180Degrees marketing report to develop tactical steps for implementing inorganic marketing strategies
*Identify 24 primary schools/youth hobbyist organizations for potential partnership

=== Day 30-60 ===

Joe's Proposal

2020-06-10T20:35:01Z

JoeFabian: /* First 15 Days */

== CRM Software ==

CRM software (Customer Relationship Management) is used by sales organizations to track prospecting, leads generation, open negotiations and notes on customer issues, and invoicing. Organizing the various contacts, previous instructors/attendees, potential future instructors, as well as managing our relationship with other allied organizations such as the OSE University Chapters might be easier with a searchable database in which we can make contact notes. Tracking contact notes over time can be a powerful tool for "long cycle sales" which is arriving at agreements that require several conversations to come to fruition. Recommend [https://x2crm.com/ X2CRM] because it's open source and very flexible.

=== CRM Software Advantages ===

Trouble ticketing and invoicing tools can be adapted to:

*Handle individual camps as clients
**easier tracking for prospective attendees, offering more active "selling" model
**ensure, through invoice tools, tracking on all tools and material needed for each Camp
**create a customer service platform with active note taking, allow issues to be tracked to resolution as well as feedback in the form of defect rates
***opens the door for process optimization once sufficient scale is reached for date to be meaningful

== Instructor Recruiting ==

In our initial email, Marcin asked about the learning curve for prospective instructors. Our biggest current bottleneck is likely to be D3D units in the field. A list of current teams or individuals with D3D units who might be interested would be a good first step. I can contact slog through the list.

The build tutorials on YouTube are extensive and well laid out. I want to reach out to Makerspaces wherever I can find them and pitch a partnership for guided builds. Semi-public units will allow more people to become familiar with their operation and troubleshooting. The goal here is to create a "club" structure around their use. Technical experts from the team can join by Zoom for a miniature STEAM Workshop helping new teams build initial units. These clubs will not only sustain interest in OSE as a whole, but create a ready crop of instructors and future attendees for future STEAM Camps. We need to strategize ways to reduce cost to these groups to get initial units into the field for training more people in their use. Structuring it as a social function provides an immediate payoff for interest and collaboration.

== Pivot to remote events due to Covid-19 ==

Currently, future plans for STEAM Camps, OSE Feeds, and other in person events have been thrown into disarray. An immediate need for a momentum building plan that can operate with small, relatively amateur groups collaborating over the internet is vital to future success. We should re-invigorate activity on our forum and build an "OSE Club" model (working title). Dual strategy of new groups and adopting "client groups" from
established groups will provide the best results and dovetail with "Organic Social Media" strategy proposed by 180Degrees.

*Identify places where OSE is already actively discussed
**Invitation and outreach- "What can we do to help you build a D3D Universal where you are? Do you have local friends to collaborate with? What would it take to get you to sign on to a build starting in the next 30 days?"
*Identify online spaces where our model, philosophy, and goals will be most readily accepted.
**Initial outreach by me. Bring technical expertise on quickly after to stimulate conversation. Answer above questions.
*Once established, work into facilitating club formation and pursue "Instructor Recruiting" strategy

=== Makerspace Outreach ===

Initial list of first round calls has been built. A simple, one page flyer that can be hung up to gauge interest and draw people in will be helpful. Calls can then be made asking the facilitators of Makerspaces to hang up our document in a public place and get a list of members who are interested in building a D3D unit with us. Groups wishing to work independently can start as they like, but the goal will be to coordinate as many builds as possible in a sort of mini event.

Concept for a single page flyer could draw inspiration from the simple flyers stapled around town to announce local music events. Vital information for document follows.

* Catchy top line (largest text)- Consider something like "Let's Open Source our Civilization"
* Build your own 3d Printer with us
** Tap in to an endlessly evolving and expanding library of open source designs
** Network with makers, tinkerers, and collaborators across the world
** Make parts to build even cooler tools
* Reach out to us if you're as into it as we are!
** QR Code for Marcin's Ted Talk
** Website, Email, or preferred contact method

I can reach out and work the phones getting this out there if we have someone who can help me design the initial flyer.

=== "Think Small" social media push ===

Current small projects give potential collaborators an immediate project to sink their teeth into. Create a specific library of beginner's projects. Focus on a build and structure a YouTube series for guided builds. Invite people to post their own build processes and any difficulties and insights to our social media.

==== PVC Dome Connector ====

I want to get a printer going and build a garden shade house with one of these for summer growing in Central Arizona

== Proposed Timeline ==

=== First 15 Days ===

*Assess current list of OSE University Chapters program and begin the phone and email slog of fleshing it out and advancing it
**This is a classic long cycles sales problem. Assess, assess, assess. Ready partners will rise organically through a continuous contact effort on my part
*Build list of prospect Makerspaces for potential partners in building D3D Universals (currently working on this))
**Find out who's still open and operating
*Evaluate list of past instructors and attendees
** Do we have a "Problems to Solve" worksheet for training new instructors? Build one if not.
*Build list of all online spaces OSE is currently actively discussed and evaluate
*Meeting to develop plan for social media buzz and reignite our own forums
*Develop simple, single page flyer inviting Makerspace groups to build a D3D Universal with us

=== Day 15-30 ===

*Identify 10 OSE University candidates ready to form student clubs
**Examine available resources for building D3D units
*Start working down list of open and operating Makerspaces
**Create one page flyer that can be printed and hung in the spaces pitching a group build of the D3D
**Get that flyer hung in as many places as possible
*Begin correlating local sustainable agriculture orgs for collaboration with makers groups
*Use 180Degrees marketing report to develop tactical steps for implementing inorganic marketing strategies
*Identify 24 primary schools/youth hobbyist organizations for potential partnership

=== Day 30-60 ===

Joe's Proposal

2020-06-10T20:33:53Z

JoeFabian: /* Pivot to remote events due to Covid-19 */

== CRM Software ==

CRM software (Customer Relationship Management) is used by sales organizations to track prospecting, leads generation, open negotiations and notes on customer issues, and invoicing. Organizing the various contacts, previous instructors/attendees, potential future instructors, as well as managing our relationship with other allied organizations such as the OSE University Chapters might be easier with a searchable database in which we can make contact notes. Tracking contact notes over time can be a powerful tool for "long cycle sales" which is arriving at agreements that require several conversations to come to fruition. Recommend [https://x2crm.com/ X2CRM] because it's open source and very flexible.

=== CRM Software Advantages ===

Trouble ticketing and invoicing tools can be adapted to:

*Handle individual camps as clients
**easier tracking for prospective attendees, offering more active "selling" model
**ensure, through invoice tools, tracking on all tools and material needed for each Camp
**create a customer service platform with active note taking, allow issues to be tracked to resolution as well as feedback in the form of defect rates
***opens the door for process optimization once sufficient scale is reached for date to be meaningful

== Instructor Recruiting ==

In our initial email, Marcin asked about the learning curve for prospective instructors. Our biggest current bottleneck is likely to be D3D units in the field. A list of current teams or individuals with D3D units who might be interested would be a good first step. I can contact slog through the list.

The build tutorials on YouTube are extensive and well laid out. I want to reach out to Makerspaces wherever I can find them and pitch a partnership for guided builds. Semi-public units will allow more people to become familiar with their operation and troubleshooting. The goal here is to create a "club" structure around their use. Technical experts from the team can join by Zoom for a miniature STEAM Workshop helping new teams build initial units. These clubs will not only sustain interest in OSE as a whole, but create a ready crop of instructors and future attendees for future STEAM Camps. We need to strategize ways to reduce cost to these groups to get initial units into the field for training more people in their use. Structuring it as a social function provides an immediate payoff for interest and collaboration.

== Pivot to remote events due to Covid-19 ==

Currently, future plans for STEAM Camps, OSE Feeds, and other in person events have been thrown into disarray. An immediate need for a momentum building plan that can operate with small, relatively amateur groups collaborating over the internet is vital to future success. We should re-invigorate activity on our forum and build an "OSE Club" model (working title). Dual strategy of new groups and adopting "client groups" from
established groups will provide the best results and dovetail with "Organic Social Media" strategy proposed by 180Degrees.

*Identify places where OSE is already actively discussed
**Invitation and outreach- "What can we do to help you build a D3D Universal where you are? Do you have local friends to collaborate with? What would it take to get you to sign on to a build starting in the next 30 days?"
*Identify online spaces where our model, philosophy, and goals will be most readily accepted.
**Initial outreach by me. Bring technical expertise on quickly after to stimulate conversation. Answer above questions.
*Once established, work into facilitating club formation and pursue "Instructor Recruiting" strategy

=== Makerspace Outreach ===

Initial list of first round calls has been built. A simple, one page flyer that can be hung up to gauge interest and draw people in will be helpful. Calls can then be made asking the facilitators of Makerspaces to hang up our document in a public place and get a list of members who are interested in building a D3D unit with us. Groups wishing to work independently can start as they like, but the goal will be to coordinate as many builds as possible in a sort of mini event.

Concept for a single page flyer could draw inspiration from the simple flyers stapled around town to announce local music events. Vital information for document follows.

* Catchy top line (largest text)- Consider something like "Let's Open Source our Civilization"
* Build your own 3d Printer with us
** Tap in to an endlessly evolving and expanding library of open source designs
** Network with makers, tinkerers, and collaborators across the world
** Make parts to build even cooler tools
* Reach out to us if you're as into it as we are!
** QR Code for Marcin's Ted Talk
** Website, Email, or preferred contact method

I can reach out and work the phones getting this out there if we have someone who can help me design the initial flyer.

=== "Think Small" social media push ===

Current small projects give potential collaborators an immediate project to sink their teeth into. Create a specific library of beginner's projects. Focus on a build and structure a YouTube series for guided builds. Invite people to post their own build processes and any difficulties and insights to our social media.

==== PVC Dome Connector ====

I want to get a printer going and build a garden shade house with one of these for summer growing in Central Arizona

== Proposed Timeline ==

=== First 15 Days ===

*Assess current list of OSE University Chapters program and begin the phone and email slog of fleshing it out and advancing it
**This is a classic long cycles sales problem. Assess, assess, assess. Ready partners will rise organically through a continuous contact effort on my part
*Build list of prospect Makerspaces for potential partners in building D3D Universals (currently working on this))
**Find out who's still open and operating
*Evaluate list of past instructors and attendees
** Do we have a "Problems to Solve" worksheet for training new instructors? Build one if not.
*Build list of all online spaces OSE is currently actively discussed and evaluate
*Meeting to develop plan for social media buzz and reignite our own forums

=== Day 15-30 ===

*Identify 10 OSE University candidates ready to form student clubs
**Examine available resources for building D3D units
*Start working down list of open and operating Makerspaces
**Create one page flyer that can be printed and hung in the spaces pitching a group build of the D3D
**Get that flyer hung in as many places as possible
*Begin correlating local sustainable agriculture orgs for collaboration with makers groups
*Use 180Degrees marketing report to develop tactical steps for implementing inorganic marketing strategies
*Identify 24 primary schools/youth hobbyist organizations for potential partnership

=== Day 30-60 ===

User:JoeFabian

2020-06-02T01:52:44Z

JoeFabian: Simple updates, link to plan

You say middleman like it's a bad thing! I'm currently a salesman working in wholesale luxury goods and an organizer working with local non-profits and collectives to address hunger in my community. I take great pleasure in acting as the social hydraulic coupling between collaborators working from radically different positions who want to achieve shared goals. My experience with Amazon in logistics and process optimization has given me a model for breaking down complex problems into manageable pieces. In my work life, I've gained success starting new hobbyist organizations around the market I work in and networking them together with established ones to help them grow. I'm a long time open source advocate of the open source model and absolutely fascinated by the implications OSE presents for hardware and the potential it has to address poverty.

For the sake of clarity and creating a living document in the hopes of future collaboration on my plan, I've created a separate page for my proposal for solving the challenges set forward for the Event Planner at [[Joe's_Proposal]]

Expect this page to be updated further in the next few days.

Joe Log

2020-06-02T01:39:22Z

JoeFabian: /* Sat May 30, 2020 */

<html><iframe width="600" height="500" src="https://osedev.org/wiki/Joe?start=9/1/2019"></iframe></html>

=Sat May 30, 2020=

'''Uploading my previous discussion with Marcin here for visibility'''

'''Please see [[Joe's_Proposal]] for a more organized breakdown of the most salient parts of implementing and developing the plan outlined below.

Good morning Marcin,

Thank you for the quick response. I struggled back and forth between two versions of my video. One focused on introducing myself and the other focused on a plan. That four minute mark made for an interesting challenge and I appreciate the opportunity to flesh out my ideas in greater detail. Before I get ahead of myself and refine these idea too far, I'd like to know a few things.

What is the current status of the OSE University chapters program? What does our outreach and engagement for this program look like as it stands right now?

This is ideation stage, and initial discussions with a few universities.

Do we use any type of CRM software to track lead development for potential OSE instructors?

No. Just using spreadsheets.

What is the current strategy regarding the difficulty of in person camps during the COVID-19 pandemic? We're seeing a lot of re-opening right now, but I think it's important to have a plan that's robust enough to still move forward should strict quarantine measures return.

Must be remote right now. So a complete pivot, as our focus was in-person synergy. Not possible untile cure/vaccine is f

The following ideas are very broad in scope and serve to sketch out my initial vision for our program. Currently, it's normal for me to go a week or two without interacting with my management at all. I'm on the phone or in Google Hangouts with my support people back in South Carolina daily. Though I'm accustomed to and comfortable with being so independent, I thrive in collaboration. These ideas need to be smashed up against the hard rocks of constructive criticism and real world implementation before they're ready for an alpha release, and I look forward to developing them in that spirit.

Recruit 6 new instructors every month
In simply talking to friends and family members about considering this position, I've been able to get two skilled builders committed to signing on right away.

There's a significant learning curve for instructors. How do you address that?

Initially, I can flex my own social networks to break ground. By the end of the first month, I want to open up a dialog with at least 24 colleges of engineering across the country to expand the pool of potential instructors as quickly as possible. As soon as I start, and assuming we don't use something similar already, I want to implement CRM software. (X2CRM is my current favorite, though my experience is limited so far. My current employer uses proprietary software.) Once I've got a way to log and track contacts, I want to create a list of currently active maker spaces with the kinds of tools and skills focus that have a natural and ready-in-place affinity with the kinds of projects the OSE builds are focused on.

Good. Here is the exam for instructors - requirement for teaching - https://wiki.opensourceecology.org/wiki/Instructor_Exam

Where I find maker spaces and tinkerers excited to engage with our ideas, I can set up web meetings to pitch the project directly while turning my networking attention towards sustainable agriculture organization in those areas. Through this rapid networking effort, easily deploy-able in the first 30-60 days, we should be able to build up a ready pool to draw instructors and attendees from. If this sounds like an incredible phone slog, it's so much the better that you consider a salesman. This kind of "hammer through phone calls and networking until the objective is achieved" strategy is the bread and butter of my profession.

I just started OSE feeds -

Long term (two to six months), I want to work with our marketing consultants to push out into relevant forums and online spaces as well as reinvigorate our own. We have the opportunity within OSE to create a potent sense of community and membership that's integrated with our "brand".

Here is their final report - attached.

More wide scale community membership will not only help build momentum for the STEAM Camps themselves, but provide an immediate payoff to potential contributors in the form of a welcoming, nurturing online community founded in open source principles, much like many open source software communities enjoy already. This aim is where my "think small" long term strategy is aimed. The easier we can make that initial handshake, the greater the opportunity to identify, qualify, and recruit the people we need to proliferate the STEAM Camps.

Reach 12 STEAM Camps running every 2 months AND managing efforts for each STEAM Camp to reach 12 participants
Right from the start, I want to quickly organize a STEAM camp in my own back yard. Phoenix, Los Angeles, San Diego, and San Fransisco have a surfeit of hobbyist makers as well as sustainable agriculture organizations that can be recruited immediately. This will provide vital information for me to understand the barriers a successful STEAM Camp faces. I want to contact previous attendees and instructors directly and enlist their help in setting up a small initial run of camps.

The fresh activity can be documented and shared by our marketing partners to generate round two. Keeping the initial push small makes it manageable, and lets us get ahead of any problems inherent to the STEAM Camp process before it starts to scale up.

We are shifting curriculum to the remote event.

In starting pipe clubs and networking them together in my current role, I've been able to make a few direct observations that are very relevant to spreading and growing the STEAM Camp program. Often my retailers' first instinct is to offer some sort of event once a month. This leads to very low engagement as the pace of life for most people means four weeks past is a bygone memory by the time the next club meeting rolls around. I've found that a weekly "pipe night" with a once a month special club day is far more resistant to petering out as people's interest naturally wanes between meetings. Building on the partnership with maker spaces, farmers, and universities outlined above, I want to start OSE Club Branches. Cellular, regionally networked groups of people perusing the prototyping and refinement of our designs as a hobby and source of community membership. These "clubs" or "branches" can gather together to work on projects as opportunity and means allow, giving people a way to feel involved on a more consistent basis. The STEAM Camps themselves can then act as a sort of culmination of this "club lifestyle" the same way swap meets, conventions, and hobbyist gatherings work for groups like ham radio operators or antique engine enthusiasts already. In my current professional life, this model is already demonstrated by the hundreds to thousands of people who show up for regional and national pipe shows. Though the financial and time commitment is far higher for a STEAM Camp, finding a way to offer low cost, low commitment initial engagement opportunities can smooth the natural resistance to asking for $1200 and a four to five day commitment on the first handshake.

Once I can achieve a small beachhead of clubs and spark off our opening round of STEAM Camps (as few as two or three concurrent groups collaborating, initially), we can then work on a hub and spoke network, growing them out regionally. A maker space in Silicon Valley can offer us a ready pool of missionaries and ambassadors to get that vital flesh and blood handshake to groups in Sacramento, Monterey, the Central Valley, and even Reno, just to use an example. I have already encouraged and taken advantage of this kind of thing in my current life. Often pipe clubs will organize visits to other regional pipe clubs. Well established clubs often see these trips and a fun opportunity to help newly established or struggling clubs bolster membership and activity. Humans have a natural desire to share the things they love with others and that can be the engine that drives the success and flourishing of the STEAM Camp model.

Managing production and delivery of kits for each instructor's event
This area is the weak spot in my initial plans.

We found that we need to make more of the parts ourselves - so we are shifting to this.

I started a log for you - please copy this discussion there onto the wiki and continue there so we work in public.

Joe's Proposal

2020-06-02T01:37:21Z

JoeFabian: /* Pivot to remote events due to Covid-19 */

== CRM Software ==

CRM software (Customer Relationship Management) is used by sales organizations to track prospecting, leads generation, open negotiations and notes on customer issues, and invoicing. Organizing the various contacts, previous instructors/attendees, potential future instructors, as well as managing our relationship with other allied organizations such as the OSE University Chapters might be easier with a searchable database in which we can make contact notes. Tracking contact notes over time can be a powerful tool for "long cycle sales" which is arriving at agreements that require several conversations to come to fruition. Recommend [https://x2crm.com/ X2CRM] because it's open source and very flexible.

=== CRM Software Advantages ===

Trouble ticketing and invoicing tools can be adapted to:

*Handle individual camps as clients
**easier tracking for prospective attendees, offering more active "selling" model
**ensure, through invoice tools, tracking on all tools and material needed for each Camp
**create a customer service platform with active note taking, allow issues to be tracked to resolution as well as feedback in the form of defect rates
***opens the door for process optimization once sufficient scale is reached for date to be meaningful

== Instructor Recruiting ==

In our initial email, Marcin asked about the learning curve for prospective instructors. Our biggest current bottleneck is likely to be D3D units in the field. A list of current teams or individuals with D3D units who might be interested would be a good first step. I can contact slog through the list.

The build tutorials on YouTube are extensive and well laid out. I want to reach out to Makerspaces wherever I can find them and pitch a partnership for guided builds. Semi-public units will allow more people to become familiar with their operation and troubleshooting. The goal here is to create a "club" structure around their use. Technical experts from the team can join by Zoom for a miniature STEAM Workshop helping new teams build initial units. These clubs will not only sustain interest in OSE as a whole, but create a ready crop of instructors and future attendees for future STEAM Camps. We need to strategize ways to reduce cost to these groups to get initial units into the field for training more people in their use. Structuring it as a social function provides an immediate payoff for interest and collaboration.

== Pivot to remote events due to Covid-19 ==

Currently, future plans for STEAM Camps, OSE Feeds, and other in person events have been thrown into disarray. An immediate need for a momentum building plan that can operate with small, relatively amateur groups collaborating over the internet is vital to future success. We should re-invigorate activity on our forum and build an "OSE Club" model (working title). Dual strategy of new groups and adopting "client groups" from
established groups will provide the best results and dovetail with "Organic Social Media" strategy proposed by 180Degrees.

*Identify places where OSE is already actively discussed
**Invitation and outreach- "What can we do to help you build a D3D Universal where you are? Do you have local friends to collaborate with? What would it take to get you to sign on to a build starting in the next 30 days?"
*Identify online spaces where our model, philosophy, and goals will be most readily accepted.
**Initial outreach by me. Bring technical expertise on quickly after to stimulate conversation. Answer above questions.
*Once established, work into facilitating club formation and pursue "Instructor Recruiting" strategy

=== "Think Small" social media push ===

Current small projects give potential collaborators an immediate project to sink their teeth into. Create a specific library of beginner's projects. Focus on a build and structure a YouTube series for guided builds. Invite people to post their own build processes and any difficulties and insights to our social media.

== Proposed Timeline ==

=== First 15 Days ===

*Assess current list of OSE University Chapters program and begin the phone and email slog of fleshing it out and advancing it
**This is a classic long cycles sales problem. Assess, assess, assess. Ready partners will rise organically through a continuous contact effort on my part
*Build list of prospect Makerspaces for potential partners in building D3D Universals (currently working on this))
**Find out who's still open and operating
*Evaluate list of past instructors and attendees
** Do we have a "Problems to Solve" worksheet for training new instructors? Build one if not.
*Build list of all online spaces OSE is currently actively discussed and evaluate
*Meeting to develop plan for social media buzz and reignite our own forums

=== Day 15-30 ===

*Identify 10 OSE University candidates ready to form student clubs
**Examine available resources for building D3D units
*Start working down list of open and operating Makerspaces
**Create one page flyer that can be printed and hung in the spaces pitching a group build of the D3D
**Get that flyer hung in as many places as possible
*Begin correlating local sustainable agriculture orgs for collaboration with makers groups
*Use 180Degrees marketing report to develop tactical steps for implementing inorganic marketing strategies
*Identify 24 primary schools/youth hobbyist organizations for potential partnership

=== Day 30-60 ===

Joe's Proposal

2020-06-02T01:30:33Z

JoeFabian: Inital plan layout based on my emails with Marcin

== CRM Software ==

CRM software (Customer Relationship Management) is used by sales organizations to track prospecting, leads generation, open negotiations and notes on customer issues, and invoicing. Organizing the various contacts, previous instructors/attendees, potential future instructors, as well as managing our relationship with other allied organizations such as the OSE University Chapters might be easier with a searchable database in which we can make contact notes. Tracking contact notes over time can be a powerful tool for "long cycle sales" which is arriving at agreements that require several conversations to come to fruition. Recommend [https://x2crm.com/ X2CRM] because it's open source and very flexible.

=== CRM Software Advantages ===

Trouble ticketing and invoicing tools can be adapted to:

*Handle individual camps as clients
**easier tracking for prospective attendees, offering more active "selling" model
**ensure, through invoice tools, tracking on all tools and material needed for each Camp
**create a customer service platform with active note taking, allow issues to be tracked to resolution as well as feedback in the form of defect rates
***opens the door for process optimization once sufficient scale is reached for date to be meaningful

== Instructor Recruiting ==

In our initial email, Marcin asked about the learning curve for prospective instructors. Our biggest current bottleneck is likely to be D3D units in the field. A list of current teams or individuals with D3D units who might be interested would be a good first step. I can contact slog through the list.

The build tutorials on YouTube are extensive and well laid out. I want to reach out to Makerspaces wherever I can find them and pitch a partnership for guided builds. Semi-public units will allow more people to become familiar with their operation and troubleshooting. The goal here is to create a "club" structure around their use. Technical experts from the team can join by Zoom for a miniature STEAM Workshop helping new teams build initial units. These clubs will not only sustain interest in OSE as a whole, but create a ready crop of instructors and future attendees for future STEAM Camps. We need to strategize ways to reduce cost to these groups to get initial units into the field for training more people in their use. Structuring it as a social function provides an immediate payoff for interest and collaboration.

== Pivot to remote events due to Covid-19 ==

Currently, future plans for STEAM Camps, OSE Feeds, and other in person events have been thrown into disarray. An immediate need for a momentum building plan that can operate with small, relatively amateur groups collaborating over the internet is vital to future success. We should re-invigorate activity on our forum and build an "OSE Club" model (working title). Dual strategy of new groups and adopting "client groups" from
established groups will provide the best results and dovetail with "Organic Social Media" strategy proposed by 180Degrees.

*Identify places where OSE is already actively discussed
**Invitation and outreach- "What can we do to help you build a D3D Universal where you are? Do you have local friends to collaborate with? What would it take to get you to sign on to a build starting in the next 30 days?"
*Identify online spaces where our model, philosophy, and goals will be most readily accepted.
**Initial outreach by me. Bring technical expertise on quickly after to stimulate conversation. Answer above questions.
*Once established, work into facilitating club formation and pursue "Instructor Recruiting" strategy

== Proposed Timeline ==

=== First 15 Days ===

*Assess current list of OSE University Chapters program and begin the phone and email slog of fleshing it out and advancing it
**This is a classic long cycles sales problem. Assess, assess, assess. Ready partners will rise organically through a continuous contact effort on my part
*Build list of prospect Makerspaces for potential partners in building D3D Universals (currently working on this))
**Find out who's still open and operating
*Evaluate list of past instructors and attendees
** Do we have a "Problems to Solve" worksheet for training new instructors? Build one if not.
*Build list of all online spaces OSE is currently actively discussed and evaluate
*Meeting to develop plan for social media buzz and reignite our own forums

=== Day 15-30 ===

*Identify 10 OSE University candidates ready to form student clubs
**Examine available resources for building D3D units
*Start working down list of open and operating Makerspaces
**Create one page flyer that can be printed and hung in the spaces pitching a group build of the D3D
**Get that flyer hung in as many places as possible
*Begin correlating local sustainable agriculture orgs for collaboration with makers groups
*Use 180Degrees marketing report to develop tactical steps for implementing inorganic marketing strategies
*Identify 24 primary schools/youth hobbyist organizations for potential partnership

=== Day 30-60 ===

Joe Log

2020-06-02T00:42:59Z

JoeFabian: /* Sat May 30, 2020 */

<html><iframe width="600" height="500" src="https://osedev.org/wiki/Joe?start=9/1/2019"></iframe></html>

=Sat May 30, 2020=

'''Uploading my previous discussion with Marcin here for visibility'''

Good morning Marcin,

Thank you for the quick response. I struggled back and forth between two versions of my video. One focused on introducing myself and the other focused on a plan. That four minute mark made for an interesting challenge and I appreciate the opportunity to flesh out my ideas in greater detail. Before I get ahead of myself and refine these idea too far, I'd like to know a few things.

What is the current status of the OSE University chapters program? What does our outreach and engagement for this program look like as it stands right now?

This is ideation stage, and initial discussions with a few universities.

Do we use any type of CRM software to track lead development for potential OSE instructors?

No. Just using spreadsheets.

What is the current strategy regarding the difficulty of in person camps during the COVID-19 pandemic? We're seeing a lot of re-opening right now, but I think it's important to have a plan that's robust enough to still move forward should strict quarantine measures return.

Must be remote right now. So a complete pivot, as our focus was in-person synergy. Not possible untile cure/vaccine is f

The following ideas are very broad in scope and serve to sketch out my initial vision for our program. Currently, it's normal for me to go a week or two without interacting with my management at all. I'm on the phone or in Google Hangouts with my support people back in South Carolina daily. Though I'm accustomed to and comfortable with being so independent, I thrive in collaboration. These ideas need to be smashed up against the hard rocks of constructive criticism and real world implementation before they're ready for an alpha release, and I look forward to developing them in that spirit.

Recruit 6 new instructors every month
In simply talking to friends and family members about considering this position, I've been able to get two skilled builders committed to signing on right away.

There's a significant learning curve for instructors. How do you address that?

Initially, I can flex my own social networks to break ground. By the end of the first month, I want to open up a dialog with at least 24 colleges of engineering across the country to expand the pool of potential instructors as quickly as possible. As soon as I start, and assuming we don't use something similar already, I want to implement CRM software. (X2CRM is my current favorite, though my experience is limited so far. My current employer uses proprietary software.) Once I've got a way to log and track contacts, I want to create a list of currently active maker spaces with the kinds of tools and skills focus that have a natural and ready-in-place affinity with the kinds of projects the OSE builds are focused on.

Good. Here is the exam for instructors - requirement for teaching - https://wiki.opensourceecology.org/wiki/Instructor_Exam

Where I find maker spaces and tinkerers excited to engage with our ideas, I can set up web meetings to pitch the project directly while turning my networking attention towards sustainable agriculture organization in those areas. Through this rapid networking effort, easily deploy-able in the first 30-60 days, we should be able to build up a ready pool to draw instructors and attendees from. If this sounds like an incredible phone slog, it's so much the better that you consider a salesman. This kind of "hammer through phone calls and networking until the objective is achieved" strategy is the bread and butter of my profession.

I just started OSE feeds -

Long term (two to six months), I want to work with our marketing consultants to push out into relevant forums and online spaces as well as reinvigorate our own. We have the opportunity within OSE to create a potent sense of community and membership that's integrated with our "brand".

Here is their final report - attached.

More wide scale community membership will not only help build momentum for the STEAM Camps themselves, but provide an immediate payoff to potential contributors in the form of a welcoming, nurturing online community founded in open source principles, much like many open source software communities enjoy already. This aim is where my "think small" long term strategy is aimed. The easier we can make that initial handshake, the greater the opportunity to identify, qualify, and recruit the people we need to proliferate the STEAM Camps.

Reach 12 STEAM Camps running every 2 months AND managing efforts for each STEAM Camp to reach 12 participants
Right from the start, I want to quickly organize a STEAM camp in my own back yard. Phoenix, Los Angeles, San Diego, and San Fransisco have a surfeit of hobbyist makers as well as sustainable agriculture organizations that can be recruited immediately. This will provide vital information for me to understand the barriers a successful STEAM Camp faces. I want to contact previous attendees and instructors directly and enlist their help in setting up a small initial run of camps.

The fresh activity can be documented and shared by our marketing partners to generate round two. Keeping the initial push small makes it manageable, and lets us get ahead of any problems inherent to the STEAM Camp process before it starts to scale up.

We are shifting curriculum to the remote event.

In starting pipe clubs and networking them together in my current role, I've been able to make a few direct observations that are very relevant to spreading and growing the STEAM Camp program. Often my retailers' first instinct is to offer some sort of event once a month. This leads to very low engagement as the pace of life for most people means four weeks past is a bygone memory by the time the next club meeting rolls around. I've found that a weekly "pipe night" with a once a month special club day is far more resistant to petering out as people's interest naturally wanes between meetings. Building on the partnership with maker spaces, farmers, and universities outlined above, I want to start OSE Club Branches. Cellular, regionally networked groups of people perusing the prototyping and refinement of our designs as a hobby and source of community membership. These "clubs" or "branches" can gather together to work on projects as opportunity and means allow, giving people a way to feel involved on a more consistent basis. The STEAM Camps themselves can then act as a sort of culmination of this "club lifestyle" the same way swap meets, conventions, and hobbyist gatherings work for groups like ham radio operators or antique engine enthusiasts already. In my current professional life, this model is already demonstrated by the hundreds to thousands of people who show up for regional and national pipe shows. Though the financial and time commitment is far higher for a STEAM Camp, finding a way to offer low cost, low commitment initial engagement opportunities can smooth the natural resistance to asking for $1200 and a four to five day commitment on the first handshake.

Once I can achieve a small beachhead of clubs and spark off our opening round of STEAM Camps (as few as two or three concurrent groups collaborating, initially), we can then work on a hub and spoke network, growing them out regionally. A maker space in Silicon Valley can offer us a ready pool of missionaries and ambassadors to get that vital flesh and blood handshake to groups in Sacramento, Monterey, the Central Valley, and even Reno, just to use an example. I have already encouraged and taken advantage of this kind of thing in my current life. Often pipe clubs will organize visits to other regional pipe clubs. Well established clubs often see these trips and a fun opportunity to help newly established or struggling clubs bolster membership and activity. Humans have a natural desire to share the things they love with others and that can be the engine that drives the success and flourishing of the STEAM Camp model.

Managing production and delivery of kits for each instructor's event
This area is the weak spot in my initial plans.

We found that we need to make more of the parts ourselves - so we are shifting to this.

I started a log for you - please copy this discussion there onto the wiki and continue there so we work in public.

User talk:JoeFabian

2020-06-01T23:45:17Z

JoeFabian:

'''Welcome to ''Open Source Ecology''!'''

Thank you for registering on the Open Source Ecology wiki.

*We suggest that you review our [[Crash Course]] for an overview of our work. Our current goal is finishing the [[Global Village Construction Set]] by 2028, at which point we begin focus on human development - of [[Integrated Humans]].
*To join our dedicated development team, see [[OSE Developers]]
*To join OSE full time - we are offering our first ever [[Immersion Program]] in 2008. [[User:Marcin|Marcin]] ([[User talk:Marcin|talk]]) 12:10, 31 May 2020 (UTC)

----
GLAD to have ya, need a logistics SME

I did some volunteer work at a [[Food Rescue Group]] for a while and was plotting ( open source rollers there, os palletizer there...)

So i can only imagine the ideas you can come up with!

Anyways OSE Wiki is a bit of a labrynth at times

I'll try to be a sherpa lol

'''ANYWHO useful link spam:'''

*[https://wiki.opensourceecology.org/wiki/Construction_Sets "Construction Sets" a "table of contents" of sorts]
*[https://wiki.opensourceecology.org/wiki/Wiki_Cheatsheet Wiki Cheatsheet] - good for editing format tools ( '''bold text''' and all that...)
*[https://wiki.opensourceecology.org/wiki/Special:ActiveUsers Active Users] good for [[Gamification]] (and flexing...)
*[[OSE's Social Media]] -discord etc is good for fast answers to questions

Can't wait to hear more from you!

--[[User:Eric|Eric]] ([[User talk:Eric|talk]]) 9:05, 1 June 2020 (UTC)

:Thanks a lot! I admit a lot of today is just making sure I can find my way around the wiki and post in the appropriate places. It looks like our Discord link is gone. Do you have someplace people working here tend to ang out in more real time discussion?

[[User:JoeFabian|JoeFabian]] ([[User talk:JoeFabian|talk]]) 23:45, 1 June 2020 (UTC)

Talk:Joe Log

2020-05-31T20:21:32Z

JoeFabian: /* Learning curve for prospective instructors- D3D's in the field */ new section

Good morning Marcin,

Thank you for the quick response. I struggled back and forth between two versions of my video. One focused on introducing myself and the other focused on a plan. That four minute mark made for an interesting challenge and I appreciate the opportunity to flesh out my ideas in greater detail. Before I get ahead of myself and refine these idea too far, I'd like to know a few things.

What is the current status of the OSE University chapters program? What does our outreach and engagement for this program look like as it stands right now?

This is ideation stage, and initial discussions with a few universities.

Do we use any type of CRM software to track lead development for potential OSE instructors?

No. Just using spreadsheets.

What is the current strategy regarding the difficulty of in person camps during the COVID-19 pandemic? We're seeing a lot of re-opening right now, but I think it's important to have a plan that's robust enough to still move forward should strict quarantine measures return.

Must be remote right now. So a complete pivot, as our focus was in-person synergy. Not possible untile cure/vaccine is f

The following ideas are very broad in scope and serve to sketch out my initial vision for our program. Currently, it's normal for me to go a week or two without interacting with my management at all. I'm on the phone or in Google Hangouts with my support people back in South Carolina daily. Though I'm accustomed to and comfortable with being so independent, I thrive in collaboration. These ideas need to be smashed up against the hard rocks of constructive criticism and real world implementation before they're ready for an alpha release, and I look forward to developing them in that spirit.

Recruit 6 new instructors every month
In simply talking to friends and family members about considering this position, I've been able to get two skilled builders committed to signing on right away.

There's a significant learning curve for instructors. How do you address that?

Initially, I can flex my own social networks to break ground. By the end of the first month, I want to open up a dialog with at least 24 colleges of engineering across the country to expand the pool of potential instructors as quickly as possible. As soon as I start, and assuming we don't use something similar already, I want to implement CRM software. (X2CRM is my current favorite, though my experience is limited so far. My current employer uses proprietary software.) Once I've got a way to log and track contacts, I want to create a list of currently active maker spaces with the kinds of tools and skills focus that have a natural and ready-in-place affinity with the kinds of projects the OSE builds are focused on.

Good. Here is the exam for instructors - requirement for teaching - https://wiki.opensourceecology.org/wiki/Instructor_Exam

Where I find maker spaces and tinkerers excited to engage with our ideas, I can set up web meetings to pitch the project directly while turning my networking attention towards sustainable agriculture organization in those areas. Through this rapid networking effort, easily deploy-able in the first 30-60 days, we should be able to build up a ready pool to draw instructors and attendees from. If this sounds like an incredible phone slog, it's so much the better that you consider a salesman. This kind of "hammer through phone calls and networking until the objective is achieved" strategy is the bread and butter of my profession.

I just started OSE feeds -

Long term (two to six months), I want to work with our marketing consultants to push out into relevant forums and online spaces as well as reinvigorate our own. We have the opportunity within OSE to create a potent sense of community and membership that's integrated with our "brand".

Here is their final report - attached.

More wide scale community membership will not only help build momentum for the STEAM Camps themselves, but provide an immediate payoff to potential contributors in the form of a welcoming, nurturing online community founded in open source principles, much like many open source software communities enjoy already. This aim is where my "think small" long term strategy is aimed. The easier we can make that initial handshake, the greater the opportunity to identify, qualify, and recruit the people we need to proliferate the STEAM Camps.

Reach 12 STEAM Camps running every 2 months AND managing efforts for each STEAM Camp to reach 12 participants
Right from the start, I want to quickly organize a STEAM camp in my own back yard. Phoenix, Los Angeles, San Diego, and San Fransisco have a surfeit of hobbyist makers as well as sustainable agriculture organizations that can be recruited immediately. This will provide vital information for me to understand the barriers a successful STEAM Camp faces. I want to contact previous attendees and instructors directly and enlist their help in setting up a small initial run of camps.

The fresh activity can be documented and shared by our marketing partners to generate round two. Keeping the initial push small makes it manageable, and lets us get ahead of any problems inherent to the STEAM Camp process before it starts to scale up.

We are shifting curriculum to the remote event.

In starting pipe clubs and networking them together in my current role, I've been able to make a few direct observations that are very relevant to spreading and growing the STEAM Camp program. Often my retailers' first instinct is to offer some sort of event once a month. This leads to very low engagement as the pace of life for most people means four weeks past is a bygone memory by the time the next club meeting rolls around. I've found that a weekly "pipe night" with a once a month special club day is far more resistant to petering out as people's interest naturally wanes between meetings. Building on the partnership with maker spaces, farmers, and universities outlined above, I want to start OSE Club Branches. Cellular, regionally networked groups of people perusing the prototyping and refinement of our designs as a hobby and source of community membership. These "clubs" or "branches" can gather together to work on projects as opportunity and means allow, giving people a way to feel involved on a more consistent basis. The STEAM Camps themselves can then act as a sort of culmination of this "club lifestyle" the same way swap meets, conventions, and hobbyist gatherings work for groups like ham radio operators or antique engine enthusiasts already. In my current professional life, this model is already demonstrated by the hundreds to thousands of people who show up for regional and national pipe shows. Though the financial and time commitment is far higher for a STEAM Camp, finding a way to offer low cost, low commitment initial engagement opportunities can smooth the natural resistance to asking for $1200 and a four to five day commitment on the first handshake.

Once I can achieve a small beachhead of clubs and spark off our opening round of STEAM Camps (as few as two or three concurrent groups collaborating, initially), we can then work on a hub and spoke network, growing them out regionally. A maker space in Silicon Valley can offer us a ready pool of missionaries and ambassadors to get that vital flesh and blood handshake to groups in Sacramento, Monterey, the Central Valley, and even Reno, just to use an example. I have already encouraged and taken advantage of this kind of thing in my current life. Often pipe clubs will organize visits to other regional pipe clubs. Well established clubs often see these trips and a fun opportunity to help newly established or struggling clubs bolster membership and activity. Humans have a natural desire to share the things they love with others and that can be the engine that drives the success and flourishing of the STEAM Camp model.

Managing production and delivery of kits for each instructor's event
This area is the weak spot in my initial plans.

We found that we need to make more of the parts ourselves - so we are shifting to this.

== Learning curve for prospective instructors- D3D's in the field ==

Recruit 6 new instructors every month
In simply talking to friends and family members about considering this position, I've been able to get two skilled builders committed to signing on right away.

There's a significant learning curve for instructors. How do you address that?

Right now the biggest bottleneck we're going to face is the number of D3D Universals in the field. This topic is dedicated to tackling that problem in a way that produces a ready crop of instructors in the coming months. To start, I want to work on this like a straight up sales process. I'm going to actively sell D3D universals into maker's spaces with the emphasis on the US for logistical simplicity at the start. Step one is a mass prospect list for potential leads generation. This list will be built by close of business Monday.

Talk:Joe Log

2020-05-31T19:47:13Z

JoeFabian: Created page with " Good morning Marcin, Thank you for the quick response. I struggled back and forth between two versions of my video. One focused on introducing myself and the other fo..."