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Notes and next steps.md

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DSX next steps and workplan, March 2017

Partners/Intermediaries

Goal:

Bring on formal partners to join DSX and to act as community intermediaries — points of contact for communities who need capacity and capacity builders who want to offer assistance. Partners would be organizations and individuals or networks representing distinct communities. This will be U.S.-only for now. We will do our best to minimize time spent by partners.

They will:

  • Help identify and route requests for assistance
  • Identify funding to move resources to communities and trainers
  • Connect tech-savvy people in communities and orgs to capacity builders and incoming orgs seeking assistance

To do:

  • Build a process for bringing on partners.
  • Draft a membership agreement for partner orgs and agreement on approach, curriculum, practices, Hippocratic oath, guiding principles
  • Establish a point of contact for each partner

Capacity builders

Goal:

Begin inviting capacity builders and trainers to offer assistance.

To do:

  • Build intake form for those offering assistance, with simple questionnaire to identify expertise and cultural sensitivity
  • Develop a vetting process to assess technical expertise and cultural competence/sensitivity
  • Develop process for DSX staff to connect orgs to capacity builders

Orgs seeking assistance

Goal:

Begin inviting organizations and communities to use DSX to seek out capacity building assistance and digital security training (though it is NOT a rapid response helpline)

To do:

  • Build intake form for those seeking assistance, with simple questionnaire to identify needs

Trust, quality, and standards

Goal:

Establish and promote the “DSX Model,” including:

  • Standard of quality - and how we get there
  • Our values
  • Process - and challenge - of working across different cultural contexts
  • Process for establishing trust and vetting capacity builders
  • Process for empowering those already working within frontline communities - investing in expertise
  • Establishing criteria for becoming a “trusted trainer”:
    • Technical skills
    • Cultural sensitivity
    • Teaching ability
  • Process for developing technical recommendations
  • Process for working within an organization to implement changes

To do:

  • Begin collaborating on posts on DSX.org, which become canonical (though ever-evolving) documents, hosted on a DSX knowledgebase.

Curriculum development and documentation

Goal:

Work with the community and DSX network to create a more centralized curriculum or guidelines for best practices.

To do:

  • Establish a common, open format (plaintext/Markdown/git)
  • DSX staff maintain repository and, with volunteer support, format docs
  • List existing docs, but also float up most up-to-date and useful
  • Partner with authors to keep docs up-to-date
  • Include or develop documentation about changing organizations: managing up, convincing leadership of need for change, changing culture and habits
  • Focus on long-term capacity
  • Bring on DSX staff to establish and manage documentation and outreach program.

Website/platform/CRM

Goal:

Develop a website that houses all of the above pieces and communicates the mission of the DSX project

To do:

  • Work with digital agency to develop messaging plan and site structure, to include:

    • Landing page w/list of partners
    • Secure contact page for capacity builders and orgs in need
    • About/working group
    • Documentation hub
    • Content - writing about standards, threat modeling, processes, recommendations (knowledgebase)
  • Assemble a simple, secure, and possibly off-the-shelf database/CRM to manage partner data (community involvement, internal expertise, unique skills, unique needs)

    • register background, history, expertise, and demographics to suggest connections to those seeking assistance
    • CRM to register background, history, expertise, and demographics to suggest connections to capacity builders
  • Develop our own internal threat model that can guide the development of our DSX digital platform