1. why outreach
   to whom
   1. chicken and egg: scenario planning advises, we chose scenariop planning because out reach valuable
   2. future of federations tied to future of academia  and research
   3. difficulty in determining the limit of federations  - whose needs are included and whose are not - resear
2. developing the questions
   1. survey process document
   2. Ideally doing structured but open interviews, and a turned to the process of
   3. Seven questions [1] J. Ratcliffe, “Scenario planning: strategic interviews and conversations,” Foresight, vol. 4, no. 1, pp. 19–30, Feb. 2002.
   4. Used that to inform the questionaire
   5. result qualitative data but rich
3. inviting participation
   1. imits of the working group
   2. resulting participants

      
      

      CACTI 2019-04-30 Tom Barton shared more details about what we are doing to assist CACTI in outreach on our behalf

      CASC 2019-04-25 Tom Barton asked a participant to forward to list

      CNI Cliff Lynch has responded to written survey 

      FIM4R 2019-04-25 Tom Barton

      Highwire Press has responded to written survey

      Incommon Participants list 2019-04025 Tom Barton

      Incommon TAC 2019-04-2X Judith Bush

      REFEDS 2019-04025 Tom Barton

4. survey process
5. interview process

Raw notes

Identification of constituencies

Create first pass at list of constituencies, lists, meetings, individuals we’d like to reach for their input

Developing the questions

3/2/19've not yet found examples of survey questions, but i am finding a common set of recommendations for structuring interviews. I've found a number of variations on "the seven questions". Included below is the list provided in Scenario planning: strategic interviews and conversations


The ``seven-questions'' approach. This originates in the work of the Institute of the Future (Amara and Lipinski,1983), and has successively been refined by Shell (Schwartz, 1991), van der Heijden (1996) and ICL (Ringland, 1998). In essence, it comprises a set of questions, which have been adapted by the researcher generically to read:

• If you could pose three questions to a clairvoyant who can foretell the future, what would you ask?
• In the best possible world what would you hope for?
• In the worst possible world what are your greatest fears?
• What pivotal events from the past few years provide good lessons for the future?
• What major decisions with long-term implications are faced at the moment?
• What major constraints do you experience inside/outside the organisation/system?
• If all constraints were removed, and you could direct what is done, what would you do?

(There are other variants such as ``What is your best dream?'', ``What is your worst nightmare?'' and ``What keeps you up at night?''.)


To see how these are adapted, slide 7 of  this presentation  shows one organization's refinements:

Survey process

Various platforms were considered. Google docs despite flaws

Interview process

recordings for 1,2,3,4,5,7,8,