# IOI Funders Summit 2022 Last updated: 2023-01-25 URL for this page: https://hackmd.io/@investinopen/Funders-Summit-2022 --- Invest in Open Infrastructure (IOI) hosted its first Funders Summit, October 31-November 4, 2022. This invite-only event took place online, and was open to those involved in the financing and resourcing of open infrastructure. Over the course of the week, participants helped to shape a pilot of a collective funding mechanism for open infrastructure. Participants discussed funding trends in open infrastructure; explored collective funding mechanisms and their feasibilities; and worked together to shape a first iteration of a collective funding mechanism for open infrastructure. Please note: - Shared documents are only accessible to Summit participants – if you are a Summit participant but cannot access any of the documents, please email contact@investinopen.org. - In line with the Chatham House Rule applied during the Summit, we have not made full recordings public. Summit participants who wish to access the full recordings can contact us at contact@investinopen.org. --- ## 2022-10-31 ### Opening session: Funding trends in the open infrastructure ecosystem Description: We established a shared understanding of the need for more collective, evidence-based and transparent decision-making in funding open infrastructure. Participants connected with each other and reflected on their roles in the open infrastructure ecosystem. The IOI team shared their work so far in understanding the funding trends in the open research infrastructure ecosystem.  - Format: Presentation - Presenters: - Kaitlin Thaney, Invest in Open Infrastructure - Tania Hernández Ortiz, Invest in Open Infrastructure - Video recording: https://youtu.be/j5dsyfmT5zM - Audio recordings: - French language interpretation: https://youtu.be/tlgefbkKS3M - Spanish language interpretation: https://youtu.be/_w6F9G5wByI - Slides: https://doi.org/10.5281/zenodo.7348110 - [Shared notes](https://docs.google.com/document/d/1P7x83k1QfZsmpGXj4v2k7aoXBr6TJG4Jd6q30J9-uL4/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Opening session: Funding trends in the open infrastructure ecosystem](https://i.imgur.com/na6z0rn.png) --- ### Mapping funding for open infrastructure: Challenges and opportunities Description: Reflecting on past and current efforts from funders, research institutions, and others in collecting and analyzing funding data, the panellists explored and discussed challenges and opportunities for further collective action in better mapping funding in the open infrastructure ecosystem. - Format: Panel discussion - Presenters:  - Tania Cohen, 360 Giving - Tania Hernández Ortiz, Invest in Open Infrastructure - Woodrow Rosenbaum, GivingTuesday - James Wilsdon, Research on Research Institute - [Shared notes](https://docs.google.com/document/d/1yQB9MpqIUq8U2Cw1FNsrnqwsdGH84L3K7LRmYWSn3-U/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Mapping funding for open infrastructure](https://i.imgur.com/asIDavy.jpg) --- ### Catalog of Open Infrastructure Services (COIs): Overview, recent work, and next steps Description: IOI's Director of Research and Strategy Richard Dunks and user researcher Taimour Azizuddin provided an overview of the Catalog of Open Infrastructure Services (COIs), designed to help provide more easily accessible, comprehensive, and actionable information for funders, users, and other stakeholders. They also shared updates from IOI's recent work with funders to better identify the value proposition of COIs. - Format: Presentation/demo - Presenters: - Richard Dunks, Invest in Open Infrastructure - Taimour Azizuddin, Invest in Open Infrastructure - Video recording: https://youtu.be/SLI5KPW1q_E - Slides: https://doi.org/10.5281/zenodo.7348313 - [Shared notes](https://docs.google.com/document/d/1Ue8y_6nnHPrg-Shjf36Axad5UndqVXHy5WVnVnXBkP0/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Catalog of Open Infrastructure Services (COIs): Overview, recent work, and next steps](https://hackmd.io/_uploads/HJk_BX5Ls.png) --- ## 2022-11-01 ### Funding models for open infrastructure Description: In this session, we explored existing funding models in nonprofit and corporate financing, e.g. programme-related investment, impact investing. IOI research affiliate Samala presented her work studying these models' feasibilities and recommendations for a mechanism that will provide vehicles for philanthropies, institutions, private trusts, individuals, etc to allocate resources that meet and align with community needs. - Format: Presentation - Presenters: - Samala, Invest in Open Infrastructure - Kaitlin Thaney, Invest in Open Infrastructure - Audio recordings: - French language interpretation: https://youtu.be/NAuFongUgSE - Spanish language interpretation: https://youtu.be/9MxSIKalmE8 - Slides: https://doi.org/10.5281/zenodo.7348297 - [Shared notes](https://docs.google.com/document/d/1Yea3hcBRVAZFZ-Turb_VaXToOonFKElvWsA1qk7-xk8/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Funding models for open infrastructure](https://hackmd.io/_uploads/ryTbU79Ui.png) --- ### Hands on: Setting up the collective fund pilot Description: In this hands-on session facilitated by the IOI Team and facilitators from GreaterThan, participants were introduced to how they can take part in the Summit's participatory budgeting experiment. This included an introduction to participatory budgeting, a demo of the platform and its functionalities, and hands-on time for participants to interact with Cobudget, the platform for this experiment fund. Session repeated on 2022-11-02. - Format: Hands-on - Presenters: - Elena Denaro, GreaterThan - Tomomi Sasaki, GreaterThan - Naomi Penfold, Invest in Open Infrastructure - Emmy Tsang, Invest in Open Infrastructure - [Shared notes](https://docs.google.com/document/d/1xuz0JEIN21F006XEEoSO0H8RjWySbhqZGdaIn-wxb74/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Hands on: Setting up the collective fund pilot](https://hackmd.io/_uploads/SJaHUmq8j.png) --- ## 2022-11-02 ### A funding framework for open infrastructure Description: Core to any discussion of funding mechanisms is a framework and a thesis for how to prioritize open infrastructure needs to achieve and advance our mission of sustaining effective digital infrastructure needed for open knowledge to flourish. Critical to this is also an understanding of what types of infrastructure or focus areas to explore for funding potential and impact. In this session, IOI leadership shared our proposed funding framework, and invited participants' questions, comments, and feedback. This session provided an overview of the various focus areas for all participants to explore. Participants could join the 6 deep-dive sessions in the following two days to discuss each of these areas in depth. - Format: Presentation - Presenter: - Kaitlin Thaney, Invest in Open Infrastructure - Video recording: https://youtu.be/rd8kCgbG56c - Audio recordings: - French language interpretation: https://youtu.be/E15FRurDJgM - Spanish language interpretation: https://youtu.be/qkx4iYMmpb4 - Slides: https://doi.org/10.5281/zenodo.7348380 - [Shared notes](https://docs.google.com/document/d/1R-txI6qTbDWmJFT4uJagZ6z41fMp8gjDAxhIKcxre-0/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of A funding framework for open infrastructure](https://hackmd.io/_uploads/H13oUQ9Lo.png) --- ### Supporting viable and sustainable open infrastructure for preprints: Funding framework deep dive Description: Preprints and preprint infrastructure have enabled the rapid sharing of freely-accessible research in many fields. In this session, IOI research data analyst Naomi Penfold presented the key findings from our cause research into key areas of investment to provide and ensure viable and sustainable open infrastructure for preprints, and invited discussion on possible actions. - Format: Presentation - Presenter: - Naomi Penfold, Invest in Open Infrastructure - Video recording: https://youtu.be/xKiC9LrDgn4 - Slides: https://doi.org/10.5281/zenodo.7348444 - [Shared notes](https://docs.google.com/document/d/1CsXtoT3nO7UYsfx1qVHTM-VldEZqdM8abJ9mTgaI8HA/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Funding framework deep dive: Supporting viable and sustainable open infrastructure for preprints](https://hackmd.io/_uploads/SJiyv7qUi.png) --- ### Good community governance: insights from the nonprofit and scholarly communication sectors: Funding framework deep dive Description: Good governance structures and practices are crucial for open infrastructure organizations for managing diverse community and stakeholder interests and fulfilling their needs in a reliable, consistent, and sustainable way. IOI's former affiliates Ravin Cline and Samuel Moore shared insights from studying nonprofit literature and governance models in scholarly communication. Participants discussed how funders can help support the building and evolution of better community governance for open infrastructure. - Format: Presentation - Presenters: - Sam Moore, Invest in Open Infrastructure - Ravin Cline, Invest in Open Infrastructure - Video recording: https://youtu.be/m2XBx32hyhI - Slides: https://doi.org/10.5281/zenodo.7348416 - [Shared notes](https://docs.google.com/document/d/1xs4o_16Hs06cpYcB2hh-jSCBzBuMBO23QsAHDC8tEUk/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Funding framework deep dive: Good community governance: insights from the nonprofit and scholarly communication sectors](https://hackmd.io/_uploads/HkpdvXcIi.png) --- ### Financial health and risks for nonprofits in research: Funding framework deep dive Description: Building upon our analysis into the financial health of nonprofits in the research sector, IOI research data analyst Tania Hernández Ortiz shed light on some of the financial strengths, risks and vulnerabilities of nonprofit organizations in this sector and opportunities for funders to help create a more financially robust and resilient open research ecosystem. - Format: Presentation - Presenter: - Tania Hernández Ortiz, Invest in Open Infrastructure - Video recording: https://youtu.be/xckzhIL0aCo - Slides: https://doi.org/10.5281/zenodo.7348374 - [Shared notes](https://docs.google.com/document/d/1gwL7L92bBg6f7zD2eKDsGhexkOjoONRKT0NrgsMFl-w/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Funding framework deep dive: Financial health and risks for nonprofits in research](https://hackmd.io/_uploads/SyZQwQcIo.png) --- ## 2022-11-03 ### Defining criticality and at-risk-ness of infrastructure: Funding framework deep dive Description: Panellists discussed what critical and at-risk infrastructure can mean in open research and scholarship and infrastructure. - Format: Panel discussion - Presenters: - Katharina Meyer, Sovereign Tech Fund - Carly Strasser, Chan Zuckerberg Initiative - Berhan Taye, Internews - [Shared notes](https://docs.google.com/document/d/1TUEuBqSQfc9BLHQCRBuwgSm4BXK_v6iQvtDS3xvsPkQ/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Funding framework deep dive: Defining criticality and at-risk-ness of infrastructure](https://hackmd.io/_uploads/HJinDQqLj.png) --- ### Technical reliability and security of open infrastructure: Funding framework deep dive Description: Long-term, stable investments are needed to sustain and maintain infrastructure. In this session, IOI brought together representatives from organizations developing mechanisms to monitor the health of open source software and communities and funders of open infrastructure. Together, we outlined key issues affecting the reliability and security of open infrastructure and discussed potential interventions. - Format: Panel discussion - Presenters: - Abigail Cabunoc Mayes, GitHub - Sean Goggins, CHAOSS - Bilal Mateen, Wellcome Trust - Ivan Oransky, Simons Foundation - [Shared notes](https://docs.google.com/document/d/1GN8fufeRbmAk_gJKiXTW06KPOWWoSN7VtNL1s-88kek/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Funding framework deep dive: Technical reliability and security of open infrastructure](https://hackmd.io/_uploads/Sk_fO79Us.png) --- ### Furthering the adoption of open infrastructure: Funding framework deep dive Description: To make open infrastructure the default in research, we need to raise awareness for open infrastructure services and build capacity around their use to ultimately increase their adoption. Through this open discussion, we gathered information about and reflected on existing initiatives in training and community engagement for open infrastructure, facilitated the sharing of insights from engaging with diverse stakeholder groups, and identified opportunities for further research and investment. - Format: Open discussion - [Shared notes](https://docs.google.com/document/d/1hJ_Luf1LEevHmDy_OtLT2f6PUEelEcvPyAN2VM7etQ0/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Funding framework deep dive: Furthering the adoption of open infrastructure](https://hackmd.io/_uploads/HJjPd7cLj.png) --- ### Hands on: Designing the collective fund pilot Description: In this hands-on session, participants allocated funds on Cobudget with support from facilitators from the IOI Team and GreaterThan. They shared their thoughts on what they have learnt, what's missing, and what needs urgent funding and resourcing in the open infrastructure space, as well as surfaced additional questions and considerations to help shape this experimental collective fund. Session repeated on 2022-11-04. - Format: Hands-on; Open discussion - Presenters: - Elena Denaro, GreaterThan - Tomomi Sasaki, GreaterThan - Naomi Penfold, Invest in Open Infrastructure - Emmy Tsang, Invest in Open Infrastructure - [Shared notes](https://docs.google.com/document/d/13TGAiwuUkKVEIqOxSEE01PildnkQtUPwzVENlxfyJ8k/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Hands on: Designing the collective fund pilot](https://hackmd.io/_uploads/ByOiOm5Ls.png) --- ## 2022-11-04 ### Closing session: Towards collective, evidence-based investments in open infrastructure Description: In this final session, the IOI team led participants to reflect on what we have learnt during the Summit week, identify possible next steps, and prototype a shared roadmap forward. - Format: Presentation - Presenters: - Kaitlin Thaney, Invest in Open Infrastructure - Richard Dunks, Invest in Open Infrastructure - Video recording: https://youtu.be/vWFNAkoP3Es - Audio recordings: - French language interpretation: https://youtu.be/qJ_ay_2f3b0 - Spanish language interpretation: https://youtu.be/bg2Ei_dPsm4 - Slides: https://doi.org/10.5281/zenodo.7348592 - [Shared notes](https://docs.google.com/document/d/1zMECWsWG0TH-verLYcufo5ly5-UDQ0S2EbYCosyriCw/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Closing session: Towards collective, evidence-based investments in open infrastructure](https://hackmd.io/_uploads/HJ2A_Qq8o.png) --- ### Collective funding mechanisms: Next steps Description: This informal, open discussion followed Tuesday's discussion on funding models. The IOI team and participants reflected on the learnings from the week, together with IOI research affiliate Samala's findings and recommendations, to surface key questions that will enable us to together move this work forward. - Format: Presentation -> discussion - Presenters: - Samala, Invest in Open Infrastructure - Kaitlin Thaney, Invest in Open Infrastructure - [Shared notes](https://docs.google.com/document/d/1naggDlDuo6S6mVCZaEGs3fp6qZOJHomwx83H-Uuiwng/edit?usp=share_link) (accessible to Summit attendees only) ![Zoom landing page of Collective funding mechanisms: Next steps](https://hackmd.io/_uploads/HymzFX9Ls.png) --- ## See also * IOI blogposts: * [IOI Funders Summit 2022](https://investinopen.org/ioi-funders-summit-2022/), October 3, 2022 * [IOI launches fund to deepen investment in Open Infrastructure](https://investinopen.org/blog/ioi-launches-fund-to-deepen-investment-in-open-infrastructure/), November 1, 2022 * [Funders Summit 2022: Summary and resources](https://investinopen.org/blog/funders-summit-2022-summary-and-resources/), November 29, 2022 * [Funders Summit 2022: Collective Funding Pilot](https://investinopen.org/blog/funders-summit-2022-collective-funding-pilot/), December 9, 2022 * [Funders Summit 2022: Key Lessons](https://investinopen.org/blog/funders-summit-2022-key-lessons/), January 13, 2023 * [Youtube playlist](https://www.youtube.com/playlist?list=PLaSiTjUGK3lcoUQF1F1p66bb_apF1MVmg) of selected Summit recordings * Archived copy of this page (via the Internet Archive's Wayback Machine): https://web.archive.org/web/*/https://hackmd.io/@investinopen/Funders-Summit-2022 --- This page first published: 2022-11-22 ###### tags: `events` --- <a rel="license" href="http://creativecommons.org/licenses/by/4.0/"><img alt="Creative Commons License" style="border-width:0" src="https://i.creativecommons.org/l/by/4.0/88x31.png" /></a><br />This work is made available under a <a rel="license" href="http://creativecommons.org/licenses/by/4.0/">Creative Commons Attribution 4.0 International License</a>. Users are free to share, remix, and adapt this work. (Please attribute [Invest in Open Infrastructure](https://investinopen.org/) in any derivative work).