---
# System prepended metadata

title: Investment Elements Workshop
tags: [strategy-retreat-2022]

---

# Investment Elements Workshop

Tags: Prep-work

Date: February 28, 2022

Deadline: February 27, 2022

**Description:** What is Investment? Advancing the cause of open infrastructure can come in a variety of ways. 

In this session, help us think through these key elements of investment - funding, resources, and organizational capacity - by exploring the following questions:

→ How should we define each element?

→ What is the value of each element in the overall investment "portfolio" we should be considering?

→ What are the dangers when they come into imbalance (excess or scarcity)?

**Tasks:** 
Prep-work:
Ahead of our workshop session please put some thought into your element (open session detail for the group allocation), doing relevant research on relevant case studies or examples you want to highlight as part of this discussion. Our hope is that you’ll take the time to come to this conversation with your peers able to go deeper into the element and help us understand deeply the issues at hand.

After the session
1. Please fill out the feedback form 🎁
---
Hi 😊

By scrolling down this page you will find the prep or post-work tasks, the instructions for each one and the space to document your work.

Use the links on the right to quickly access your workspace.

![1.png](https://i.imgur.com/6HFo9xh.png)

## About the session

### **What is Investment? Advancing the cause of open infrastructure can come in a variety of ways.**

While there are those who advocate for a simple increase in funding as the solution to funding infrastructure, we believe investment is more than just funding, but includes making non-monetary resources available as well as the organizational capacity to utilize both of these to develop, maintain, and grow their services.

Help us think through these key elements of investment: **funding**, **non-monetary resources**, and **organizational capacity** by exploring the following questions:

- How should we define each element?
- What is the value of each element in the overall investment "portfolio" we should be considering?
- What are the dangers when they come into imbalance (excess or scarcity)?

Of particular value to us is better understanding how we would assess, evaluate, and communicate the key elements of each to the various stakeholders we seek to support (funders, providers, and users).

### **Task**

In this exercise, you will discuss one of these three elements (funding, non-monetary resources, and organizational capacity) in your assigned groups (listed below) and prepare a short presentation (5-7 minutes) that summarizes:

- Your working definition of the element with clarifying examples
- The importance of this element in the success of an organization and the research and scholarly community as a whole
- How this element relates to the other two elements
- Any potential dangers/concerns surfaced in your conversation about this element

### **Group Assignment**

**Workshop 1**

| Direct funding | In-direct resourcing | Building organizational capacity |
| --- | --- | --- |
| Danil Mikhailov | Danielle Robinson | Leslie Chan |
| Sarah Lamdan | Jennie Rose Halperin | Berhan Taye |
| Omo Oaiya | Mmaki Jantjies | Lorrayne Porciuncula |
| Anne Britton* | Emmy Tsang* | Kaitlin Thaney* |

**Workshop 2**

| Direct funding | In-direct resourcing | Building organizational capacity |
| --- | --- | --- |
| - | Amy Buckland | Amy Sample Ward |
| - | Shea Swauger | Jochai Ben-Avie |
| - | Kaitlin Thaney* | Asura Enkhbayar* |

** IOI staff member*

![1.png](https://i.imgur.com/6HFo9xh.png)

## Prep-work

Ahead of our workshop session **please put some thought into your element**, doing relevant research on relevant case studies or examples you want to highlight as part of this discussion. Our hope is that you’ll take the time to come to this conversation with your peers able to go deeper into the element and help us understand deeply the issues at hand.

![1.png](https://i.imgur.com/6HFo9xh.png)

[← Go Back (Sessions & Tasks)](https://hackmd.io/@investinopen/Retreat-Workbook-2022-Program-Tasks)

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This workbook is made available under a [Creative Commons Attribution 4.0 International License](https://creativecommons.org/licenses/by/4.0/). Users are free to share, remix, and adapt this work. (Please attribute [Learning Day](https://learningday.community/) and [Invest in Open Infrastructure](https://investinopen.org/) in any derivative work.)

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URL for this page: https://hackmd.io/@investinopen/Retreat-Workbook-2022-Investment-Elements-Workshop

This page first published: 2022-03-25

###### tags: `strategy-retreat-2022`
