The Institute for Open Economic Networks (I-Open) Builds Civic Networks for Entrepreneurship And Small Business

Development I-Open is an educational resource For individuals, communities, and their regions June 2011 Compiled and written by Betsey Merkel, Co-Founder and Director, The Institute for Open Economic Networks (I-Open) Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

2 Contents
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I-Open is an Educational Resource -- Page 3 Civic Forums for Civic Engagement -- Page 4 Civic Forums Focus Industry Investments -- Page 4 Civic Forums Build Civic Networks -- Page 4 I-Open Shares Civic Insights and Innovations Page 5 I-Open Communications Advance Knowledge Page 5 I-Open Loosens Up Innovation -- Page 6 About I-Open -- Page 7 I-Open Principles -- Page 9 Evaluation -- Page 9 Support for I-Open -- Page 10

APPENDIX A o The Legacy of the Center for Regional Economic Issues (REI) -- Page 11 o REI Successes -- Page 12 o Community Support for REI Page 13 APPENDIX B o Lexicon -- Page 14 APPENDIX C o References -- Page 17 o Articles o Books o Papers o Reports o Collaborative Communities o Social Media o Biographical and Contact Information Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

3 I-Open is an Educational Resource The Institute for Open Economic Networks (I-Open) is a 501 (c)(3) not-for-profit educational economic development organization based in Northeast Ohio with a national and global reach. I-Open coaches, mentors, and trains individuals and organizations how to advance innovation and enterprise in Open Source Economic Development (OSED) focused on their area of expertise. I-Open is a distributed online knowledge resource of civic intelligence in Open Source Economic Development. I-Open process is a pragmatic system of convening, communicating, and collaborating to build civic networks for enterprise development, which includes, I-Open Civic Forums to connect industry leaders in new conversations focused on information sharing and collaboration; I-Open communications that feature the insights and innovations of civic leaders through the lens of the Innovation Framework - a heuristic model for investment in OSED; and Coaching civic leaders in developing habits of Strategic Doing a simple, disciplined process to move ideas to action quickly.

I-Open process improves the collective brainpower of entrepreneurs and the quantity and quality of transformative contributions to regional business development. Civic Forums for Civic Engagement Since August 2005, I-Open has led Civic Forums in partnership with Northeast Ohio organizations, universities and colleges, businesses, and government to accelerate information sharing and collaboration for business development. From September 2006 through July 2009, I-Open Co-Founders and Directors, Susan Altshuler, Dennis Coughlin, and Betsey Merkel, hosted forty-six face-toface conversations in collaboration with leaders in education, government, business and civic organizations to address timely global issues affecting Ohio communities. George Nemeth and Gloria Ferris of Meet The Bloggers, a Northeast Ohio based network of leaders experienced in guiding conversations focusing on civic journalism, advocacy, democracy, and government process, led many of the conversations in collaboration with I-Open. Civic Forums teach Strategic Doing, designed by Ed Morrison and developed in partnership with I-Open. Ed is Co-Founder and past Director of I-Open. Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

4 Regions that convene Civic Forums and employ Strategic Doing will cultivate an entrepreneurial culture defined by thick networks of connectivity, high levels of social capital, and regular habits of resource sharing necessary to support the resulting exponential growth of transformative initiatives for business development. Civic Forums Focus Industry Investments Civic Forums communicate innovation opportunities in industry. Since 2006, 40% of I-Open conversations exchanged information and updates in water, advocacy, health care, creativity, land, energy, transportation, and technology; another 40% of the conversations targeted innovation in education, economic, and workforce development; the remaining 20% shared insights into lifestyle, civic service, and regional culture. Conversations help people make the cognitive connection between civic priorities and entrepreneurial opportunity by looking through the lens of the Innovation Framework a heuristic model for investment in Open Source Economic Development. The five areas of investment are: (1) Brainpower -- the importance of strengthening education; (2) Innovation and Entrepreneurial Networks social infrastructure to translate information and knowledge into innovation; (3) Quality, Connected Places -- how to grow resilient, attractive communities; (4) Dialogue and Inclusion everyone is has something to contribute; and (5) Branding Stories communicating the intrinsic value of a regions culture. Civic Forums Build Civic Networks Betsey Merkel designed the Civic Forum process in 2003 to bring civic thought leaders and practitioners together to build trust, civic networks, and collaborative communities for Open Source Economic Development. Forums build the social capital civic leaders need to advance transformative entrepreneurial solutions in response to regional economic imperatives. The I-Open Civic Forum process strengthens purposeful habits of collaboration, engagement, and civility in communities and their regions. Forums model collaborative behaviors drawing from such disciplines as Appreciative Inquiry and Servant Leadership important soft skills every entrepreneur needs to thrive in locally based, globally connected business environments. I-Open Shares Civic Insights and Innovations

Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

5 I-Open research focuses on the insights, innovations, and priorities of civic leaders in Open Source Economic Development. I-Open publishes information under its Creative Common License with Attribution; this means anyone can use the information with attribution back to the original source. Sharing information is key to quickly catalyzing innovation in Open Source Economic Development. Some of the benefits are: (1) sharing powerful, subtle insights of a community to guide civic entrepreneurs in their small, smart moves critical to building enterprise in open innovation; (2) publications to advise public and private leadership; and (3) building local to global awareness of regional talent and legacy assets. In addition, I-Opens Civic Wisdom video, document and image library informs the strategy and design of Civic Forum conversations. Civic leaders have contributed over 100 interviews, nearly fifty conversations with over 1000 voices participating, and over 150 hours of content to I-Open research. Organized according to the categories of the Innovation Framework, interviews identify enterprise investment opportunities for entrepreneurs and their organizations pertaining to issues affecting economic development. I-Open Communications Advance Knowledge I-Opens communication process publishes searchable content across connected community driven, social media platforms on the Web. Each platform links to community members where they are online and in a format that they like - be it video, photography, or documents. Contributors and readers remain informed about topics and civic innovators whom they may not ordinarily have the wherewithal, or time to connect to. Civic Forum conversations are broadcast live with chat and archived to the web in an on-demand library for public access. Since 2008, the Midtown Brews channel, for example, has quickly grown in value, accruing over 265,000 viewer minutes sharing citizen priorities focused on global issues. Since 2006, I-Open educational communications reached over 195,000 (opt-in) subscribers mailed who read over 48,000 email communications, exploring 14,000 information web links to people, research, and innovation in energy, health care, land, food, and water. Civic Forums are strategically designed to build civic networks for enterprise development. The ROE (Return on Engagement) for generating connectivity and social capital is highly efficient: the forty-six Midtown Brews public conversations Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

6 cost an average of $50.00 per month (for technology related fees) for a total of $1550.00 building over 4,000 contacts at about $.01 cost per contact proving that building open civic networks for communication and collaboration to strengthen businesses and emergent cluster industries is strategic, economical, and financially prudent. I-Open process integrates the face-to-face and online aspects of civic engagement with information sharing through the lens of the Innovation Framework to advance knowledge across civic networks for entrepreneurship and small business development. I-Open Loosens Up Innovation Civic Forums soften social barriers by including the perspectives of everyone and promote an attitude of social acceptance that all ideas are possible at some time. A philosophy of non-partisan conversation helps civic leaders to identify and connect to innovation opportunities across organization and industry silos based on relevance and initiative. Examples of I-Open forums: In early 2006, I-Open, in collaboration with Myers University, a Cleveland, Ohio university now called Chancellor University hosted Midtown Wednesdays, a weekly I-Open Civic Forum funded with the support of a small City of Cleveland grant to strengthen economic development activity in Midtown Cleveland, a two mile wide urban core of the city. Link: http://realneo.us/content/midtownwednesdays-marketing-and-branding-innovation-zones-telling-midtown-story From Midtown Wednesdays, Midtown Mornings formed, an early morning coffee and bagels gathering for civic entrepreneurs led by Cleveland marketing and branding company, Boondock Walker, to connect leaders interested in designing projects to revitalize urban Cleveland. Link: http://midtownwednesdays.pbworks.com/MidtownMornings From Midtown Mornings, Midtown Brews was created by a small group of business, civic, and government leaders interested in identifying and connecting technology businesses in Northeast Ohio. Webtego and Insivia, two Cleveland based technology companies, hosted Midtown Brews. In the second and third year of the program the Midtown Brews community expanded conversations to include creativity and energy, land, food, water, transportation, civic service, culture, creativity, spirituality, and Futuring. Link: http://www.livestream.com/midtownbrews Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

7 In July 2008, I-Open launched a second civic forum called, Lets Talk! in partnership with Judson Smart Living and the Womens Enterprise Network, an IOPEN online community of women dedicated to the empowerment of one another. These intergenerational broadcast conversations were co-led by Judson residents whose average age of ninety years old brought deep insights, and wise, experienced perspectives on the economic contributions and insights women bring to education, economic, and workforce development. Women from other parts of the nation and globe frequently joined Lets Talk! live broadcasts and contributed to the conversation on chat, sharing experiences, insights, and building relationships focused on economic development. Link: http://www.livestream.com/womansenterprisenetwork Civic Forums build an entrepreneurial culture to strengthen universities, colleges, and libraries, as it simultaneously rewires institutions, organizations, and government by connecting people and their ideas to revitalize education, economic, and workforce development in communities and their regions. About I-Open The Institute for Open Economic Networks (I-Open) is a 501 (c)(3) not-for-profit educational economic development organization based in Northeast Ohio with a national and global reach. I-Open is a learning sharing organization engaged in the ongoing experimentation of new practices and tools in Open Source Economic Development (OSED) to advance transformative enterprise positively affecting education, economic, and workforce development in communities and their regions. To fulfill its purpose, I-Open conducts programs, which may include, for example: community forums and seminars on Open Source Economic Development; discussions in economic development; and student internships. Strategic activities focus on research, networks, enterprise, and education. Organizational Model -- The I-Open organizational model is based on core Directors acting in tandem and/or independently to engage business, organization, and government leaders in funded collaborative enterprise projects. Costs are limited to time and out-of-pocket expenses with a percentage of earnings returned to I-Open for operations and attribution compensation, making cost of organization expenses minimal. I-Open publishes under a Creative Commons License with Attribution (this means anyone can re-use I-Open materials, but must publish credit to the original source). Attribution to Thought Leadership and Practitioner Network [I-Open has engaged in conversation with hundreds of people to talk about thought economies in the Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

8 Civic Space. As a non-profit organization involved in open source practices, IOpen builds on other peoples contributions, and models and encourages new behaviors. I-Open believes that Brainpower is the most important asset, which is to be shared. In appreciation, we highlight a summary of I-Open thought leaders (below) and extend thanks to all those not listed here.]-- I-Open draws upon the knowledge and practice of leaders Bruce Perens, Founder of the Free/Open Source Software industry; economist and political scientist, Joseph Schumpeter, who popularized the term creative destruction; American philosopher and logician, Charles Sanders Peirces work in the theory of inquiry, categories, and pragmatism; modern economic development practitioner, Ed Morrison, Strategic Doing; and the late Richard Shatten, Executive Director, and Paul Gottlieb, Director, Center for Regional Economic Issues (REI), Case Western Reserve University. I-Open activity is influenced by contemporary leaders Bill MacDermott, civic leader in solar power; Curt Lindberg, Chief Learning and Science Officer, Plexus Institute, Complexity Science; Gloria Ferris, civic leader in government process and Blogger; George Nemeth, civic Leader in technology and Blogger; Jack Ricchiuto, DesigningLife; June Holley, Network Weaving; Matthew Theobald, CEO, Internous, ISEN and the semantic Web; Peter Gloor, Research Scientist, MIT, COINs- collaborative innovation networks and Condor, trend identification software; Scott Crawford, Writer and Brand Strategist; Valdis Krebs, CEO, InFlow, relational social network mapping and analysis; Betsey Merkel, Dennis Coughlin, Susan Altshuler, Co-Founders and Directors, I-Open; and many others. I-Opens Business Model -- is a hub and spoke design, based from a small, multiskilled core team connected to a larger talent and resource network capable of recombining to advance changing, strategic opportunities. Activities are guided by I-Open Principles, guiding investment of a civic leader's most valuable assets, time and attention. I-Open publishes research, builds strategic open networks to share knowledge, and leads by creating in response to weak signals, trends, and emergent industry opportunities in collaboration with individuals and organizations. I-Open Support -- I-Open is supported through foundation, community, and funded project work. I-Open has successful experience in designing processes and tools to support "strategic doing". Our leadership team brings a combined experience of more than 64 years in managing funded projects. I-Open Principles We have a simple vision: We will leave to future generations regional economies that are creative, innovative and sustainable with opportunities for any individual prepared to grasp them. Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

9 We are pursuing a simple strategy: Brainpower matters. Our regions will be transformed by open networks of innovation and collaboration with colleges, universities, libraries and schools as nodes in these networks. We have a simple credo: We will prosper by treating each other in ways that build respect and trust. We have a simple purpose: I-Open will help facilitate the transformation already underway in regions across our country. We will teach and share the best ideas we can find to build open innovation networks to accelerate regional economic development. Evaluation We will measure our projects success based on the following milestones The number of dialogues (civic forums) we successfully convene The number of seminars and workshops we sponsored and convene The number of leadership training workshops we sponsor and convene The number of collaborative online communities we develop The number of expanded (existing) networks and new networks we develop In addition, we measure the quality of these activities based on evaluation feedback from participants. Support for I-Open @BillNigh: Talk to Open Source maven @betseymerkel about how she is enabling loosely coupled communities of interest to change our world. Bill Nigh, IT/Web Contractor, Course Developer, Trainer, Writer, http://www.twitter.com/billnigh, New York City, N.Y. I-Open Civic Forums give people hope. David Moss, Retired Director, FUTURE @The Cleveland Institute of Art I-Open is a sophisticated center of civic dialogue that furthers the communitys understanding and engagement of issues. - Gary Murphy, Professor of Undergraduate Economics Program at Case Western Reserve University in Cleveland, Ohio In November 2006 when Meet The Bloggers joined the Midtown Brews collaborative, I had no idea of where the conversations would lead. The ongoing Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

10 relationships forged by these monthly get togethers have been nothing short of amazing. Beyond the conversation is where the true value of Midtown Brews lives. - Gloria Ferris, Meet The Bloggers "Your volume on 'The Role of COINs in the Civic Space' is impressive and well structured and thought through." Graham Leicester, Director, International Futures Forum, Glasgow, Scotland "I have been listening to some of the interviews and have found them touching my thoughts and heart. I look forward to contributing to the community." - Jackie Stevenson, CEO, The Spirit of Leadership LLC, Cleveland, Ohio As Midtown Brews host, Webtego has strengthened and built new connections, enhanced the companys visibility, and positively affected new business opportunities. Open conversations help small to medium businesses meet the challenges that we face in 2008 and beyond - Jeff Friedman, Owner, Webtego "I-Open is a dynamic missionary organization for the new economic model of collaboration...in a world of dwindling resources, the old model of wasteful competition is no longer appropriate. I-Open suggests ways to pursue nondestructive win/win scenarios, which are good for society." Jim Herget, James Herget Ltd" Hi, I am only starting to discover what amazingly rich content and ideas u have on I-Open!" - stevebanhegyi on Twitter - Facilitator & Media Developer at www.storytelling.co.za and ThoughtFormz.com, Johannesburg Area, South Africa APPENDIX A: The Legacy of the Center for Regional Economic Issues (REI) The Institute for Open Economic Networks (I-Open) emerged from The Center for Regional Economic Issues (REI), which has a long history of economic development in Northeast Ohio. The Center was established in 1983 after the completion of a study written by the Rand Corporation to address the Cleveland economy and Clevelands economic distress. The report recommended that Cleveland create a new analytical capability to help shape regional economic development policies and programs. With a ten-year commitment from the Cleveland Foundation, Dr. Michael Fogarty was hired as Executive Director and established REI. Under Dr. Fogartys directorship, the REI concept increasingly developed a unique interaction between research and practice that supported the regions economic development policy decisions. Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

11 REI, originally housed at the Levin College of Urban and Public Affairs at Cleveland State University, moved to the Federal Reserve Bank in 1984 where it remained for two years. I986, REI moved to the Weather School of Management at Case Western Reserve University. There it established a unique partnership between CWRU and the Federal Reserve Bank. The Center continued to be supported by the Cleveland Foundation, The George Gund Foundation, the SBC Foundation, The Cleveland Growth Association and Cleveland Tomorrow. Mike Fogarty resigned, as Director in 1997 and Richard Shatten, former Director of Cleveland Tomorrow, became Executive Director serving until his death in 2002. REIs mission during that time was more traditional in scope and viewed economic development through the lens of an industrial economy model. Ed Morrison, Executive Director from 2002 2005 brought over 25 years experience, practicing economic development globally. There, he and the REI team developed a new concept of economic development the open source model. Starting in September 2003, REI held weekly public forums, Tuesdays@REI, at the Peter B. Lewis Building. In this neutral ground for expert knowledge presentation, public opinion and discourse, REI began to penetrate academic silos, gathered feedback, connected theoretical research and practical knowledge, ending each session with next steps. As a result of this positive work, 3,000 people attended these forums over a 17-month period. Collaborations were formed, new networks were developed and a wide range of initiatives and new businesses were launched. Over the course of the next seventeen months, Ed Morrison, Betsey Merkel, Susan Altshuler, Matt Kozink, and Dennis Coughlin developed what was to become I-Open Civic Forums and Strategic Doing. In August 2005, the Dean at the Weatherhead School of Management closed REI permanently. Because of widespread community support demonstrated by subsequent public picketing to the closing of REI, Ed Morrison, Betsey Merkel, Dennis Coughlin, and Susan Altshuler - the current I-Open leadership team with the exception of Mr. Morrison - continued on with REIs mission under the new name of The Institute for Open Economic Networks (I-Open). I-Open creates communities of innovation based on open networks by modeling collaborative leadership behaviors to build trust and respect. Research shows that regions characterized by thick networks of trusted relationships learn faster, spot opportunities faster and align resources faster. To leverage the information in the networks, I-Open focuses on teaching academic, business and civic leaders the practice of strategic doing instead of strategic planning to realize these new opportunities. Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

12 I-Open continues to build on the legacy of REI, the work of research economists Michael Fogarty, Richard Shatten, Paul Gottlieb, and many others generated on behalf of Northeast Ohio industry leadership, by advancing the Innovation Framework of Open Source Economic Development. This new model of economic development teaches entrepreneurs, organizations, and communities how to build a knowledge and information economy for the twenty-first century.

REI Successes REI (and now I-Open) has been developing and deploying practical approaches in creating open innovation networks in neighborhoods, counties, and regions. REI has triggered the following developments in Northeast Ohio: A new biodiesel distribution company based in East Cleveland; A Universities Collaborative for economic development; The Center for Health and Disease Management (funded by Civic Innovation Lab); A Car Sharing project (funded by Civic Innovation Lab); A new community networking initiative, REAL NEO; A new internet-based business, Smart Meeting Design; A new initiative to establish a collaborative among component manufacturers; and A proposal to establish a truck driving school (supported by at least one major trucking company)

Community Support for REI The Center for Regional Issues at Case (REI) provided the foundation for I-Open. Because of REIs success, I-Open is now developing and deploying this approach in regions across the country. The community support for REI is high, evidenced by the comments quoted below: "The Centers model of Open Source Economic Development and its emphasis on civic networks and dialogue as competitive strategies are truly innovative Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

13 practical tools that our research shows to be unique in the nation. Open Source Economic Development is remaking Indianas economic landscape."- Scott Massey, Ph.D., President and CEO Indiana Humanities Council REI is a catalyst that helped us understand the potential for libraries to intentionally engage in regional economic development. Substantial civic space, social networks, skilled staff and information resources are already in place REI helped us understand how to host the party rather than wait to be invited! Cathy Moninn, President, Board of Trustees, Cleveland Area Metropolitan Library System "It is with great pleasure that I write in unequivocal support of Ed Morrison and REI. Ed and his staff have been tireless in their efforts to reach out and communicate with the surrounding community. I cannot applaud these important efforts enough."- Bruce Latimer, Ph.D., Executive Director, Cleveland Museum of Natural History "I am impressed with the more immediate projects that REI has inspired. You are doing a great job, and I am proud to be part of it."- Richard Medvick, Standards and Regulatory Compliance Engineer, Swagelok Company "REI has done a great job connecting various groups within the region. They have truly been the leader in networking in NEOhio." - James B. Cookinham, President Northeast Ohio Software Alliance (NEOSA) "REI has been a great partner in the work to create a broad network for sustainability in Northeast Ohio. REI regularly convenes some of the most innovative people in the region." - David Beach, Executive Director, EcoCity Cleveland Regionalism and economic development have never been greater topics of conversation or higher public policy priorities than today in Greater Cleveland. REI has brought substance, form, and focus to this imperative community-wide dialog. Diverse ideas and opinions on the myriad of critical subjects are invited to REI, dissected by the audience and used to advance our communitys knowledge and momentum in practical and innovative ways. - Paul Oyaski, Director, Economic Development, Cuyahoga County Commission I'm working with people to find high tech employees to help teach at our camps. Before finding resources were like pulling teeth; because of Defrag/IOpen I found 10 qualified employees within a matter of days. - Ted Jordan, JordanTeam Learning LLC Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

14 About Defrag/I-Open: There is an energy within the meeting like none Ive felt in any other conference. The attendees are extremely diverse in terms of industries and are open, excited and engaged. - Barbara Oney, Digital Airport Initiative If you work in the digital creative arts, or are focused on a new web-based project or company, you owe it to yourself to plug into Defrag/I-Open in April at LCCC. These are "your kind of people!" - Mike Gesing, www. NEOhio.org

APPENDIX B: I-Open Lexicon

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Civic Forums -- is a platform for new experiences in civic engagement. Forums are most effective as weekly, programmed forums gathering business, civic, government, and academic leaders in guided, open discussions focused on information sharing and knowledge exchange for the purpose of building networks and community for transformative enterprise collaboration. Civic Space -- Open Source Economic Development occurs in the lateral intersections of social and economic complexity, and is the most volatile, opportunistic situation for transformative innovation to occur. The Civic Space is popularly known as the area outside the four walls of any organization, comprised of leaders in academia, civic, business, and government equally affected by disruptive change. Civic Insight Library -- is a collection of searchable interviews, stories, conversations, images, and transcriptions in multi-media format begun in 2008. Civic leaders have contributed over 100 interviews, nearly fifty conversations with over 1000 voices participating, and over 150 hours of content to I-Open research. Interviews share civic leader insights, stories of innovation, and priorities through the lens of the Innovation Framework, a heuristic model of investment in Open Source Economic Development. Collaboration -- is the ability to work together in a meritocratic manner based on interest, talent, and skills toward a goal larger than what is possible by any one member alone. Collaboration in OSED is accelerated by conversations; networks, leadership and a process called Strategic Doing - a simple, disciplined process of moving ideas to action quickly. Collaborative Community -- is a networked, co-branded, thematic community that shares information, knowledge, talent, and resources for projects focused on a social and/or economic opportunity. Themed

Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

15 collaborative communities often result from Civic Forums focused on a next step initiative; the emergence of online communities sustain and amplify activity between face-to-face meetings while remaining loosely connected to each other.
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Convener -- Civic Forums are convened by colleges, universities, and libraries; places associated with civility, culture, knowledge, and research. Institutions are stewards of previously gifted industrial economy assets that include buildings, administration systems, parking, cultural artifacts, research and knowledge, inter-generational activity, curriculum, project work spaces, technology and Internet access important resources for civic entrepreneurs building enterprise. Connector -- is a type of person who, acting as an intermediary, connects people who may or may not know each other via e-mail introduction and/or face-to-face for mutual benefit. Creative Commons License -- let people distribute their work under specific conditions. It is increasingly valuable to address accountability in collaboration and multiple, varying, degrees of sharing and co-creating across industries. I-Open publishes all content under the Creative Commons License with Attribution back to the original source. You can learn more about Creative Commons at http://creativecommons.org/ Economic Development -- is any activity that leads to sustainable and resilient communities, including, but not limited to, urban, real estate, social, and community development. Enterprise Collaboration -- is the result of Strategic Doing; acting with others in an entrepreneurial way to identify new innovation opportunities, human talent, and accessible resources connected to civic networks, and resulting in collaborative opportunities for business development. Free/Open Source Software (F/OSS) industry -- is a meritocratic community of software developers, their projects, and project teams whose combined enterprise comprises the greater majority of operating systems servicing operations of the World Wide Web. The F/OSS community offers lessons and deep value to civic leaders working in Open Source Economic Development. Innovation Economy -- an economic model centered on knowledge, technology, entrepreneurship, and innovation.

Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

16
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Innovation Framework -- is a heuristic model for a balanced approach to investment in OSED. The Framework can be applied to an individual, business, community, or region. The five areas are: (1) Brainpower; (2) Innovation and Entrepreneurial Networks; (3) Quality, Connected Places; (4) Dialogue and Inclusion; and (5) Branding Stories. Link and Leverage -- strategies guide how we invest our time and attention in civic networks. To leverage the value of networks, we begin by "connecting on our similarities and innovating from our differences", Valdis Krebs, Orgnet. By continually asking, "What can we do together?" and "What are our next steps?" we explore how to re-combine interests and resources to innovate. In OSED, link and leverage strategies allow us to connect closely with specific interests through networks to leverage larger industry goals. Networks -- human relationships exchanging knowledge and information about innovation, talent, tools and resources. Network Weaving -- "A network weaver is someone who is aware of the networks around them and explicitly works to make them healthier (more inclusive, bridging divides) and they do this by connecting people strategically where there's potential for mutual benefit, help people identify their passions, and serve as a catalyst for self-organizing groups." - June Holley, Network Weaver Open Conversations -- were developed by civic leaders George Nemeth and Gloria Ferris of Meet the Bloggers, a Northeast Ohio network of citizen journalists. Open conversations are guided, public conversations informed by the insights of civic leaders to address aspects of social and economic change and scout innovation opportunities. Conversations look into the future based on the wisdom that people say today what they will do tomorrow - Peter Gloor, MIT. I-Open conversations help people make important cognitive shifts together, such as thinking in terms of networks to utilize information more effectively. Open Source Economic Development -- Open Source Economic Development (OSED) is a methodology, an inclusive, community driven iterative approach to creativity advancing transformative enterprise opportunities positively affecting education, economic, and workforce development in communities and their regions. OSED is the generation of entrepreneurial initiatives, projects, and new businesses in the Civic Space accelerated by open economic networks.

Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

17
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Open, Neutral Spaces -- I-Open builds the open, neutral spaces for people to connect. Civic Forum discussions take place in open, neutral spaces and over time build trust by mentoring practices of civility. Conversations model nonpartisan dialogue, generating constructive and potentially, quantum solutions to shared issues of a community. Consistent openness and neutrality of forum discussions build higher levels of participation, conversation, and contribution. Strategic Doing -- is a simple, but disciplined process based largely on the scientific method of inquiry to connect civic leaders, ideas, and assets to enterprise initiatives. I-Open Co-Founder, Ed Morrison, leads this practice with the support of Purdue Center for Regional Development (PCRD), the U.S. Department of Labor, the U.S. Department of Energy, the U.S. Economic Development Administration, in collaboration with education, economic, and workforce development leaders and their organizations.

APPENDIX C: References Articles Wikipedia. "NetCentric Enterprise Architecture" http://en.wikipedia.org/wiki/Net-centric Umair Haque. Harvard Business Review (March 17, 2010) Twitter, SXSW, and Building a 21st Century Business, http://blogs.hbr.org/haque/2010/03/twitter_sxsw_and_building_a_21.html DesigningLife. Power of New Questions http://www.designinglife.com/Jack/PowerOfNewQuestions.html Wikipedia. Joseph Schumpeter http://en.wikipedia.org/wiki/Joseph_Schumpeter Wikipedia. Charles Sanders Peirce http://en.wikipedia.org/wiki/Charles_Sanders_Peirce Perens, Bruce. The Emerging Economics of Open Source Software http://perens.com/Articles/Economic.html Morrison, Ed; Fowler, Linda. (2009) Colorado Workforce Strategic Doing Pack Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

18 http://www.scribd.com/doc/15722797/Colorado-Workforce-Strategic-Doing-PackEd-Morrison-Linda-Fowler Recommended Books Benkler, Yonchai. (2007) The Wealth of Networks: How Social Production Transforms Production and Freedom. http://www.benkler.org Fung, Victor K, Fung, William K. (2008) Competing in a Flat World: Building Enterprises for a Borderless World. New Jersey: Wharton School Publishing Gloor, Peter A. (2006). Swarm Creativity: Competitive Advantage through Collaborative Innovation Networks. New York: Oxford University Press, Inc. Lindberg, C, Nash S, and Lindberg C. 2008. On the Edge: Nursing in the Age of Complexity, Plexus Press. Martin, Roger L. (2009) The Design of Business: Why Design Thinking is the Next Competitive Advantage. Boston: Harvard Business School Publishing Stacey, R. 2007, Strategic management and organisational dynamics: the challenge of complexity to ways of thinking about organisations, 5 edn, Pearson Education, London. Tapscott, Don and Williams, Anthony D. (2006) Wikinomics. New York: Penguin Zimmerman, B, Lindberg, and Plsek, P. 1998, Edgeware: Insights From Complexity Science for Health Care Leaders, VHA Inc. Zuboff, Shoshana (2004) The Support Economy: Why Corporations are Failing Individuals and the Next Episode of Capitalism. New York: Penguin Books Waldrop, M.M. 1992, Complexity: The Emerging Science at the Edge of Order and Chaos. Simon & Schuster. Papers Merkel, B. (2009) COINS: An economic development tool for education, economic and workforce development in Open Source Economic Development, The Institute for Open Economic Networks (I-Open) http://www.scribd.com/doc/23295366/COINS-2009-Paper-10-12-09 Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

19 Merkel, B. (2010) Building Collaborative Communities in the Civic Space http://content.yudu.com/Library/A1nqy4/BuildingCollaborativ/resources/index.htm ?referrerUrl=http%3A%2F%2Fwww.yudu.com%2Fitem%2Fdetails%2F163061% 2FBuilding-Collaborative-Communities-in-the-Civic-Space Merkel, B. (2009) I-Open interview and conversation research http://www.scribd.com/doc/17184945/IOpen-Interview-and-ConversationResearch-2009 Morrison, Ed. (2008) An Introduction to Open Source Economic Development: Thriving on the new economic development frontier http://publishing.yudu.com/Library/Auwsy/IntroductontoOpenSou/resources/index .htm?referrerUrl=http%3A%2F%2Fbeta.yudu.com%2Fitem%2Fdetails%2F19346 %2FIntroducton-to-Open-Source-Economic-Development Merkel, B., Morrison, E., Altshuler, A. and Coughlin, D. (2007) Civic Forums as an Economic Development Tool, The Institute for Open Economic Networks (IOpen) http://www.scribd.com/doc/17180205/Civic-Forum-White-Paper-Final Reports Crossing the Next Regional Frontier: Information and Analytics Linking Regional Competitiveness to Investment in a Knowledge-Based Economy, October 2009 U.S. Economic Development Administration http://www.scribd.com/doc/29709443/Crossing-the-Next-Regional-Frontier-2009 I-Open Collaborative Communities Midtown Brews is a model Northeast Ohio monthly forum and community focused on advancing innovation in technology, creativity, and energy. Broadcast http://www.livestream.com/midtownbrews Archive http://www.scribd.com/search-my-documents?query=midtown+brews Womens Enterprise Network a Northeast Ohio monthly intergenerational broadcast conversation and enterprise community focused on economic development from a womans perspective. Broadcast http://www.livestream.com/womansenterprisenetwork Archive http://www.scribd.com/search-mydocuments?query=womens+enterprise+network Overview of I-Open Collaborative Community Materials Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

20 http://www.scribd.com/my_document_collections/2567046 I-Open Social Media I-Open http://i-open.posterous.com/ Facebook I-Open http://www.facebook.com/pages/I-Open/170817416694 Facebook The Institute for Open Economic Networks (I-Open) http://www.facebook.com/group.php?gid=35942064712&ref=ts Flickr http://www.flickr.com/photos/iopen/sets/72157623351094216/ Friendfeed http://friendfeed.com/iopen Livestream http://www.livestream.com/iopen/ Scribd http://www.scribd.com/I-Open Slideshare http://www.slideshare.net/IOpen2 Twitter http://twitter.com/iopen2 Vimeo http://www.vimeo.com/user1999383 You Tube http://www.youtube.com/user/IOpen2 For more information, please contact any member of the I-Open team: Betsey Merkel, Director / Research, Network Design & Development Email: betseymerkel@gmail.com Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/

21 Betsey, Co-Founder and Director, the Institute for Open Economic Networks (IOpen), brings 20 years of business development experience designing community residency projects in the non-profit sector. Areas of focus are research, social media design, strategic network and community development. Betsey created the I-Open Civic Forum process to accelerate information sharing and knowledge creation focused on civic networks and transformative enterprise projects. Betsey leads broadcast I-Open Civic Forums, Open Conversations, and Strategic Doing. Dennis Coughlin, Director / Administration & Operations Email: denniscoughlin@gmail.com Dennis, Co-Founder and Director, the Institute for Open Economic Networks (IOpen), designs new operational models for social enterprise and brings deep back office experience to all financial operations, including preparing budgets, approving purchases, general accounting, preparation, analyzing and presenting financial statements to the leadership, policy development, evaluation, and coordination of I-Open operations and network activities. Dennis leads broadcast I-Open Civic Forums, Open Conversations, and Strategic Doing. Susan Altshuler, Director / Finance & Grants Administration Email: susanaltshuler@gmail.com Susan, Co-Founder and Director, the Institute for Open Economic Networks (IOpen), brings over 25 years of office and financial management in both the corporate and nonprofit environments. Susan brings extensive human resource management experience to the development of civic networks, finance and grants administration, and leading I-OPEN broadcast Civic Forums, Open Conversations, and Strategic Doing.

The Institute for Open Economic Networks (I-Open) shares best practices and tools for Open Source Economic Development, a method to accelerate enterprise collaboration in communities and their regions. All information is published under a Creative Commons License Attribution-NonCommercial-No Derivative Works 3.0 United States, unless otherwise specified. Please share freely with Attribution to original sources and I-Open. Mailing address: The Institute for Open Economic Networks (I-Open) Institute for Open Economic Networks (I-Open) 2563 Kingston Road Cleveland OH 44118 USA E-mail: info@i-open.org On the Web http://i-open.posterous.com/ Copyright 2011 Betsey Merkel and I-Open. Creative Commons 3.0 AttributionNoncommercial-No Derivative Works. Institute for Open Economic Networks (IOpen) 2563 Kingston Road Cleveland OH 44118 Phone: 216-220-0172 Web: http://i-open.posterous.com/