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114 changes: 114 additions & 0 deletions start-as-experiment.md
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# Title

Start as an Experiment
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I think that this pattern may be rediscovering a lot of Trial Run from the Fearless Change Pattens. It's awesome because it means that the content and idea here is solid, but I think it would be good (in the long run) to think about how patterns here relate to what is already documented and printed there.

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The connection is obvious, indeed. Are you suggesting to add a section Related Work or something similar?

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I think that would be good for now. In the long run I'm wondering if we explicitly just start referring people to go read patterns from that book and just focus on any innersource-specific adaptations/examples in our documentation.

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Added section on related work.


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Interested in a Patlet in this pattern?

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absolutely!

# Patlet


# Problem

An InnerSource initiative is considered but not started because management is
unsure about its outcome and, as a result, is not willing to commit to an
investment.

# Context

The company is considering to leverage InnerSource to increase the efficiency
of collaboration on software projects. However, most managers are not familiar
with the Open Source working model and are instead accustomed to hierarchical,
top-down control style management. The idea of InnerSource is very popular with
software developers in the company, not the least because many developers use
or are actively developing Open Source software.

# Forces

- Managers will want to validate the claims of improved collaboration through
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From 7/18/17 patterns meeting: Engineering-led inner source often does not scale to the wider organization because engineers lack a marketing skillset and upward/sideways org traversal.

Are we able to weave this interesting comment/observation in anywhere?

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Is this comment/observation directly related to the thrust and intent of this pattern?

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I think this is not directly related, @nyeates. This force was geared towards the desire of mgmt. to validate a new idea before they sign off on it. So it's more related to KPIs and measurements than marketing skills.

InnerSource before making a long term investment. This usually involves
measuring the improvements.
- If the InnerSource initiative will likely have a huge uptake among developers
and if many projects are likely to rely on it, a decision to shut it down
will be very unpopular and therefore hard to make. The perceived resulting
loss of control might deter some managers to even start with InnerSource.
- Implementing InnerSource style working models are often a radically departure
from previously practiced working models. It is therefore likely, that
existing, mandatory processes are no longer applicable and that appropriate
governing processes are missing. The result might be that one has to operate
in a regulatory, sometimes legal no-mans land. Examples are tax and export
control related regulations in large corporations with multiple legal
entities in multiple countries.

# Solution

Declare the InnerSource initiative as a time limited experiment. Define and
communicate the criteria for projects to join the InnerSource experiment. The
criteria should be chosen such that they maximize the chances of building a
healthy InnerSource community around the selected InnerSource projects. They
should also help to ensure that the setting of the projects is such that they
can later be used to gain externally valid insights into the effects of
applying InnerSource. Examples for such criteria are

- Sufficient geographical distribution of developers
- Sufficient departmental mix of developers,
- Openness of communication within community,
- Career path based on merit within community,
- Democratic decision making within community.

Consider designating the end of the experiment a _pivot_, _change_ or _pause_
point to re-evaluate. Also consider establishing a [Review
Committee](review-committee.md) to increase the chances of management buy-in
through participation. Depending on company culture, it might be helpful to
accompany the experiment with appropriate metrics [First Steps With
Metrics](introducing-metrics-in-innersource.md). If the projects in the
experiment don't provide a direct impact on the companies revenue, consider
introducing [Cross Team Valuation](crossteam-project-valuation.md) to highlight
their value contributions.

# Resulting Context

Managers are able to kick start InnerSource for the following reasons:

- The experimental setup eases the need of managers to scrutinize the
InnerSource program numbers in the same way that they would for typical
projects.
- The possibility of failure of the experiment is understood and accepted. The
personal risk for the supporting managers is minimized.
- Even in case of a failure, the setup ensures that the company will learn from
the experiment.
- In case of success, the data gathered during the experiment will allow
managers to make a longer lasting commitment to InnerSource.

Participants in the InnerSource experiment are now conscious of the fact that
they have to prove to management that InnerSource yields the promised benefits.
It will therefore help to focus work on those activites which provide the most
demonstrable value thus increasing the chances of success.

Finally, starting as an experiment makes it much easier to sidestep regulations
and forces such as tool and process policies which could decrease the chances
of success.

# Related Patterns

- _Trial Run_ (from the book [_Fearless
Change_](http://www.fearlesschangepatterns.com/))

# Known Instances

- Robert Bosch GmbH (globally distributed software development)

# Author

- Georg Grütter (Robert Bosch GmbH)

# Status

Proven Pattern

# Acknowledgements

- Jason Zink (Robert Bosch GmbH)
- Diogo Fregonese (Robert Bosch GmbH)
- Robert Hansel (Robert Bosch GmbH)
- Hans Malte Kern (Robert Bosch GmbH)
- Russ Rutledge (Nike)
- Tim Yao (Nokia)
- Clint Cain (Optum)