Steps

1. Assignees - assign to community members responsible for work, leave blank if unknown
2. Add labels - specify the state of item (ex. 'to do') and work group that is working on the issue (purple labels)
3. Project - assign to 'Baseline Outreach team' project
4. Milestone - add to '2022 Outreach Items' milestone
5. Complete the fields below

Research Report on Multi-Party Automation

Description

Related to the work outlined in [BLIP-] Analyst Report On Multiparty Workflow Spend and Tools, this item tracks the efforts for IDC to conduct an original study on multiparty automation. The effort will be sponsored by several organizations that aim to solve the same problems as the Baseline Protocol, around optimizing processes and spending between organizations, and gather research design requirements from participating organizations.

Anyone is welcome to join these efforts by reaching out to Baseline Outreach Members - Sonal Patel, Carol Geyer, or Paula Lowe.

Definition of 'Done'

• Several companies join the effort as sponsors / stakeholders
• Report is complete based on agreed upon proposal, including all research design reqs.

Steps

• Contact analyst firms to find good fit for report
• Work through draft proposals from IDC
• Obtain final proposal from IDC
• Start list of prospects to sponsor the study
• Write out messaging template for outreach to sponsors
• Outreach to prospective organizations to sponsor the study
• Finalize list of sponsors for study
• Outline needs for sessions to collect design requirements from sponsors
  To be continued...

Updates

Issue comments will be used for logging updates and labels will be used for current status and work group responsible for current stage.

Acceptance Criteria:

Quaterly Press Release

Excel sheet on Baseline, early November,
Samrat?

Item

Lendit FinTech May 25th, 2022

Description

The Outreach Team is responsible for evangelizing and enabling the adoption of the Baseline Protocol. Attending technical conferences in key industries are crucial to spread the message of baseline, identify key opportunities for the protocol, and gauge interest in the merit of the protocol. This item will be used to track the objectives and outcomes of attendance at Lendit Fintech - The USA’s Leading Event for Innovation in Financial Services. May 25-26.

Boris Breslav is attending Lendit Fintech to represent the Baseline Protocol and will complete a handful of activities outlined below.

Definition of 'Done'

Criteria for completing item

• Attend Keynotes
• Approach presenters/attendees to inform and discuss potential Baseline participation/engagements
• Share all contact information with the Baseline Team
• Summarize Keynotes and conference takeaways
• Present summary information at The Baseline Show

Steps

Describe steps for competing this item

• Attend Lendit Fintech
• Attend Keynotes
• Approach presenters/attendees to inform and discuss potential Baseline participation/engagements
• Share contact information with the Baseline Team
• Summarize keynotes, thoughts, and opportunities for baseline from conference
• Share summary on the Baseline Show

Updates

Issue comments will be used for logging updates and labels will be used for current status and work group responsible for current stage.

Grants

Outreach work items that are related to an approved grant project require updates by the 1st of each month by adding a comment on this issue with a detailed update on progress, roadblocks, and any comments.

Now that the Outreach repo is being used to track the Baseline Outreach team's work, it is vital to organize the structure of this repo in the optimal way for collaboration, tracking, and minimal manual work.

Action for 1/3/22 Meeting: Discuss working group and main requirements for repo structure task.

• Paul Brody to provide feedback, on Friday at EthAtlanta
• Baseldgerto be added
• Grant?
• Internally?
• Update the website with enablement deck
• Goal is October
• Lili and Brianna from the EEA may take on the Marketing activity.

Let's use this issue to collect the functional and non-functional technical and standards requirements from our session(s) in May in preparation for the V1 push. (V1 of both the core, supporting reference implementations, and standards docs.)

The goal is to time-box the collection and triage of potential work items that we might have overlooked had we not set up time for lateral thinking about requirements and cases. We will conduct these sessions during the weekly office hours on Wednesdays (and we may do a session that is not livestreamed if anyone wishes to discuss things that aren't sent to a public forum the way our office hours are). Link to the office hours registration is here: https://us02web.zoom.us/meeting/register/tZYldOmspj4pEtyyMzul47QmydUsNP8SBKtO

Please add comments or create issues under this Epic (if you have Zenhub installed) to add/modify thoughts or items we should consider.

Item

Description

The Outreach team - events work group is responsible for keeping track of events that Baseline related activities (speakers, presentations, developer activities) would be advantageous to the Baseline Protocol by sharing the value and/or growing the community. Since technical, business, and events are typically planned and finalized far in advance, the group needs an efficient way of organizing and managing what is coming up, applications, and community members who can represent the Baseline community.
Events WG Drive

Definition of 'Done'

• Event tracker format finalized
• Major events and information for 2022 are documented
• Deadlines for applications are specified
• Applications for all applicable events are submitted

Steps

• Draft tracker template
• Update/iterate template based on group feedback
• Apply to all events with open applications
• Determine community reps for events based on region/availability/interest

Notes

Once this activity is complete, the Outreach team will create collateral (presentation materials), determine what can be provided for distribution for events (stickers, merch, etc), and identify follow up action items. The group will also need to start identifying which events to look into for 2023.

Item

The packaging and broadcasting of the Baseline Battleship work

Description

The Baseline Core Devs have recently wrapped up developing a 'hello world', baseline battleship implementation that portrays an example of where two parties need to verify the other is being truthful without revealing data.

Definition of 'Done'

• Merged code in repo
• Blog post on website
• Demo on YT page
• Posted across social accounts

Steps

• Ensure code is merged and accessible
• Draft blog post with devs
• Polish up blog post with content/marketing team
• Prepare web dev for adding blog
• Edit demo for YT
• Prepare video for YT
• Prepare linkedin/twitter posts

Steps

1. Assignees - assign to community members responsible for work, leave blank if unknown
2. Add labels - specify the state of item (ex. 'to do') and work group that is working on the issue (purple labels)
3. Project - assign to 'Baseline Outreach team' project
4. Milestone - add to '2022 Outreach Items' milestone
5. Complete the fields below

Item

Baseline Slack needs to be updated to remove duplicate channels and follow an optimized structure.

Description

Baseline Slack currently has ~50 slack channels, which contains a majority of unused or duplicate channels. The slack channel should be welcoming, intuitive, and easy to navigate for community members.

Definition of 'Done'

• Old channels archived
• New channels created/updated

Steps

• Outline proposal for channels to retain
• Update community of change
• Archive channels that are no longer needed
• Finalize remaining channels with group
• Rename / create new channels for the final list
• Update community of completion

Updates

Issue comments will be used for logging updates and labels will be used for current tstatus and work group responsible for current stage.

Grants

Outreach work items that are related to an approved grant project require updates by the 1st of each month by adding a comment on this issue with a detailed update on progress, roadblocks, and any comments.

Enablement Workgroup Objective Management

Description

The Outreach Team - Enablement Workgroup is responsible for creating materials that evangelize and enable the adoption of the Baseline Protocol. To accomplish this goal, key deliverables and target personas must be identified to outline the necessary items in need of creation from workgroup members to bring companies closer to implementing the Baseline Protocol. Identified deliverables will available to be picked up by individuals in the Enablement Workgroup to complete, and iteratively improve with other workgroup members. The setup of this WG will allow enablement for the Baseline Protocol to take place for years to come.

Definition of 'Done'

• Identify and outline enablement personas
• Identify and outline enablement deliverables

Steps

• Personas Based Enablement Doc is filled out by team and reviewed

Updates

Issue comments will be used for logging updates and labels will be used for current status and work group responsible for current stage.

Grants

Outreach work items that are related to an approved grant project require updates by the 1st of each month by adding a comment on this issue with a detailed update on progress, roadblocks, and any comments.

Research Workgroup Objective Management

Description

The Outreach Team - Research Workgroup is responsible for researching important topics that advance the Baseline Protocol. To accomplish this goal, research topics and related deliverables must be identified to provide workgroup participants a jumping off point from where research can begin. Research will be continuously conducted by current and future individuals in the Research Workgroup to pursue and collaborate on with other workgroup members. The setup of this WG will enable research around the Baseline Protocol to take place for years to come.

Definition of 'Done'

• Begin effort to identify and outline research topics/prompts
• Identify and outline research deliverables
• Implement effort for collecting research pieces related to Baseline Protocol

Steps

• Research Topics Doc is filled out by team and reviewed iteratively
• Resources List Doc is added to iteratively by team
• Get current WG members to identify scope for their desired research work, and commit to work (by submitting a grant and/or adding an outreach item in the repo)

Updates

Issue comments will be used for logging updates and labels will be used for current status and work group responsible for current stage.

Grants

Outreach work items that are related to an approved grant project require updates by the 1st of each month by adding a comment on this issue with a detailed update on progress, roadblocks, and any comments.

• John will connect with AMPQ & MQTT chairs
• Could possibly result in setting up a panel

Item

Few words to describe work item
Relevant events for Baseline Protocol presence in 2023.

Description

Detailed description of work item
This item is to track updates for future events for the Baseline Protocol Outreach team to attend, speak at, conduct outreach, booths, etc.

Definition of 'Done'

Criteria for completing item

• Create list of 2023 events
• Maintain list of 2023 events
• Plan for Q1
• Plan for Q2
• Plan for Q3
• Plan for Q4

Updates

Issue comments will be used for logging updates and labels will be used for current status and work group responsible for current stage.

Grants

Outreach work items that are related to an approved grant project require updates by the 1st of each month by adding a comment on this issue with a detailed update on progress, roadblocks, and any comments.

The link to join via signup genius is not currently working

Item

Baseline Protocol Website Maintenance and Future Development

Description

Future updates (content as well as code) to the website and support during possible migration to Wordpress or the integration of a headless CMS.

Definition of 'Done'

• Four hours per week will be reserved to implement future updates & maintenance for whole year (2022)

Steps

• Maintenance of website is attended to for whole year (2022)
• Migrate to WordPress (if deemed necessary by admin)
• Integrate headless CMS

Updates

Issue comments will be used for logging updates and labels will be used for current status and work group responsible for current stage.

Grants

Outreach work items that are related to an approved grant project require updates by the 1st of each month by adding a comment on this issue with a detailed update on progress, roadblocks, and any comments.

In the January 4, 2021 steering committee, we discussed prioritizing the development of enablement materials, so that solutions companies and product organizations could successfully and rapidly prospect, engage, close and deliver baselined projects.

This includes materials such as:

• "Hello World" library for baselining

• A clear, crisp value proposition (e.g., "What are mistakes caused by inconsistent records and broken multiparty workflows costing you?")

• Deck for baseline project sellers

• Use cases and implementation cook-books for specific industries

• Website improvements that feature enablement content

• Outreach plan (maybe we set up some kind of joint CRM for outreach?)

• Push for tools, docs and core improvements required to make adopting baseline easy

• Content on how to get past the "POC trap" with baseline

• A refocusing from the notion of supply chain "Transparency" to the notion of workflow "Integrity". Companies don't need to see into everyone else's data and relationships in order to get what they really need: peace of mind -- assurance against being surprised and ability to rapidly respond to failures.

• Content and outreach plan to capture and amplify the wave currently underway where firms are focusing not only on internal data hygiene but also multiparty workflow integrity.

Charles Todd

• Evangelize Baseline to different industries
• Go use case first before going technology first