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Using the above as a framework, the following can be applied to access the maturity of an open project:

  1. Initial (/Aware: chaotic, ad hoc, individual heroics) - the starting point for use of a new or undocumented open project.
  2. Repeatable - openness is at least documented sufficiently such that repeating the same steps toward openness may be attempted.
  3. Defined - openness is defined/confirmed as a standard business process, and decomposed to levels 0, 1 and 2 (the latter being Work Instructions).
  4. Managed - openness is quantitatively managed in accordance with agreed-upon metrics (those of the OMM)
  5. Optimizing - openness management includes deliberate principle/process/practice optimization/improvement.

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  • Individual Courage:"The willingness to proclaim oneself, or a project, 'open.'"
    • Initial: An interest/desire has been expressed in being open or joining an open initiative ("I'm open!")
      • Evidence: Artifacts including citing the individual's interest in being open or joining an open initiative.
      • Example: The individual has joined an open community of practice; the individual has written (documented) their interests in openness or an open community of practice.
    • Repeatable: The individual understands and has expressed the value values of openness ("Open enables...")..
      • Evidence: Artifacts documenting the individual's descriptions of principles and practices commonly associated with openness.
      • Examples: Wiki, blog posts or emails describing principles and practices commonly associated with openness.
    • Defined: The benefit(s) of openness for the individual has been articulated ("Open allows me to...").
      • Evidence: Artifacts describing how open principles and practices contribute to an individual's body of work or a community of practice.
      • Example: The individual has submitted for consideration a document describing the "benefits" of open source software in reducing costs or increasing quality.
    • Managed: Expectations of openness for the individual have been established ("I will be open in order to...").
      • Evidence: Artifacts describing how open principles and practices contribute to the individual's own body of work or interests.
      • Example: Documentation describing how the individual can apply open principles and practices to their specific work/interests.
    • Optimizing: The individual continually updates the previous (Am I still open?).
  • Organizational Courage: "The willingness to declare an organization or project open."
    • Initial: An initial interest/desire has been expressed in being open or joining an open initiative.
    • Repeatable: The organization understands and has expressed the value of openness.
    • Defined: The benefit(s) of openness for the organization has been articulated.
    • Managed: Expectations of openness for the organization has been established.
    • Optimizing: The organization continually updates the previous.

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  • Individual Participation: "The active involvement with or within an organization that has identified itself to be open."
    • Initial: The individual has publicly associated themselves with an organization ("I belong to the open project...").
      • Evidence: Membership, attendance, presence within an open community of practice.
      • Example: Signed up for SourceForge; attended a Moodle Conference; joined the Educause Openness CG ListServ.
    • Repeatable: The individual engages consistently with the organization and consistently references their involvement ("I will be going to the open project's...").Evidence: Participation is at least documented sufficiently such that repeating the same steps may be attempted.
      • Evidence: Activity and interactivity within an open community of practice.
      • Example: Facilitated a open community's conference session; engaged on the ListServ of an open community.
    • Defined: The individual has established a specific role with or within the organization.
      • Evidence: Participation is defined/confirmed as a standard business process.
      • Example: The individual holds a recognized role within an open community of practice;
    • Managed: The individual has undertaken specific responsibilities with the organization.
      • Evidence: Participation is quantitatively managed in accordance with agreed-upon metrics.
    • Optimizing: The individual assesses and validates/redefines their role and responsibilities in the organization.
      • Evidence: Participation management includes deliberate participation optimization/improvement.
  • Organizational Participation: "The willingness to invite and admit any individual or other organization to engage with the organization"
    • Initial: The organization has publicly declared anyone can engage with it.
    • Repeatable: The organization engages consistently with any interested party, and consistently declares the ability for engagement of interested parties.
    • Defined: the organization recognizes standard roles within the organization
    • Managed: the organization has established responsibilities associated with roles.
    • Optimizing: The individual assesses and validates/redefines their role and responsibilities in the organization.

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