Blueprint

DISCUSSION DRAFT:
The Information Valet Project: Making the Market for Digital Information

Blueprinting the shared user/value network
November 9-11, 2008
Columbia, Missouri

A senior-level strategy session combined with a public symposium designed to blueprint the law, ownership, management, marketing and technology of a shared-user network for user-centric demographics, privacy-protected purchasing and advertising exchange and compensation.

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• Proposed attendance: at least 20-30 people.

• Two levels of participation:

• Member/collaborators -- Folks who represent enterprises, instutitutions or foundations who are likely to play a key role (money or time) in forming the Information Valet Service Corp. (IVSC) This might be 15-20 people. This is a targettted/invited group. For this group, I would propose NO registration fee, to make it clear that we are inviting them to participate and we control the invitation.


• Participants -- Other folks who are interested. This could be a much larger group, if we can handle it. Regisration would be open. Perhaps as many as 50 more people.
For this group, I would propose to charge a registration fee, TBD (may $175) so that we can cover all the food and logistics costs of having extra people. I think we should plan for 20-25 and be delighted if we get a lot more than that. If we announce this soon, we'll have an idea at least a month before the order of magnitude of attendance.

PROPOSED SCHEDULE

A bullet-point summary of a possible schedule:

• Folks fly in on Saturday or Sunday and get set up at our designated event

hotel. (I'm partial to starting on Sunday, but if there is a consensus that is inappropriate, we can move everything forward one day (to start on Monday).

SUNDAY

• 3 p.m.-5 p.m. -- A convening of the member/collaborator group. These are

people we courted and invited. Each collaborator will be there because they bring something specific to the party. Sort out goals and objectives for the IVSC; identify task groups: legal/corporate, marketing, engineering, financial/settlement, privacy/demographics, business models.

• 5 p.m. -- 6 p.m. -- Informal meet-and-greet light hors d'oeuvres

registration/reception (at hotel) for all participants.

• 6 p.m.-7 p.m. -- Buffet dinner; people encouraged to sit with

collaborators and begin discussion. Could be at hotel or other venue depending on registration/cost/logistics.

• 7 p.m.-8:30 p.m. -- Some kind of agenda-setting program (location/format

TBD) (Include welcome from Dean Mills and from President Forsee if possible)

MONDAY

Continental breakfast at hotel (negotiate into room rate)informal networking at hotel

• 8:30 a.m. -- Shuttle van(s) leave for RJI
• 9:00 a.m. -- convene in Fred Smith 200 at RJI
• 9 a.m.-10 a.m. -- Getting started program TBD
• 10:00 a.m.-10:30 a.m. -- Free time and tour building/Futures Lab
• 10:30 a.m.-noon -- Task group breakouts:

1. Legal/corporate form -- Todd Eskelsen and Jon Hart

2. Marketing -- Carole Christie and other(s) TBD

3. Advertising -- User-reward model, from inference to shared

4. Content -- Syndication opportunities 5. Engineering -- TBD -- (include reps from Project VRM / Info Card Fdtn / Identity Commons / OpenID / NACHA

6. Financial/settlement -- Michelle Urness, MultiService (KC) and others -- Steve Mott, etc., Rick Lerner

7. Privacy/demographics -- Lead TBD (consult with Lee/Seth)

8. Business Models -- Bill Densmore and others



Other breakouts determined on the fly at 9 a.m. session

• Noon-12:30 p.m. -- more informal discussion/walking facility/Futures Lab

• 12:30 p.m. -- Relocate to someplace for lunch (Reynolds Alumni Center?)

• 1 p.m. -- During dessert, morning breakout leaders present reports

• 1:30 p.m. -- Back to RJI to reconvene

• 2:00-3 p.m. -- Discussion -- What did we learn in the AM?

• 3:00 p.m.-3:15 p.m. -- Next-step breakouts -- We call breakouts for "next step" action determination.

• 3:15-3:30 p.m. -- Bio and snack/coffee break

• 3:30 p.m.-5:00 p.m. -- "Next step" breakouts convene

• 5 p.m.-6 p.m. -- Shuttles back to hotel; unscheduled time

• 6 p.m. -- Dinner (probably at hotel or maybe Reynolds Alumni Center? Some kind of during-dessert-and-coffee program (brief)Probably a talk-show style discussion among a few key participants

• 7:30 p.m. -- Some sort of optional program back at the J-school -- maybe a

series of five-minute briefings about faculty research going on -- really brief -- just heads up for later followup. Include a couple of students who brief on what they have going on, too.

END -- Shuttle back to hotel

TUESDAY MORNING

Breakfast again at hotel

• 8:30 a.m. -- Reconvene at RJI for some kind of morning program

wrapup, TBD.

• 10 a.m. -- Optional adjournment for those who need to make the 11:25 a.m.

Northwest departure from the Columbia airport.

• Program continues somewhat informally until lunchtime; we faciliate

MoExpress connections to MCI and STL, ideally departing from front of RJI.