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FORTUNE Framework.

The amendment of the user training by practical experiences with projects has lead to a formalisation of some different organisational aspects. The set up of written agreements had the purpose to avoid misunderstandings and to clarify the relationships between the different parties of the co-operation:

FORTUNE – the trainees – pilot projects – FORTUNE

Similar relations may occur between user-organisations, individual users and projects, in case that they are involved as external consultants. Hence the approach taken by FORTUNE is transferred to this situation.
Actually the framework tries to transfer important elements of the FORTUNE Concept in the non-ideal situation of external consultance. This figure shows the recommended constellation of relations and agreements.

Description of Constellation

A user-organisation has an agreement with the project (A1) and another one with the individual user performing the tasks (A2), both with identical annexes - the partnership codex and the task description -.
Both cover the same subject, but address the respective relation of each with the user-organisation. This relation considers that most end-users do not have an employment contract with their organisation.

Following this idea, we offer the "Fortune framework":

the two agreement forms (A1, A2)
which ensure the fulfillment of rights and obligations of each part and define the level of participation of the user;

the partnership codex
which is addressed to describe the Fortune philosophy for co-operation;

a sample description of possible levels of participation -"the task shopping list" -,
as a basis to derive the concrete tasks.

From the FORTUNE project experiences, we realised that users' participation in projects have been reduced in most cases to prototype testing. This kind of collaboration could be improved by enlarging the user participation in the different phases of the projects.
An important issue in the FORTUNE framework are the categories of different levels on users' participation. Furthermore, a range of participation modalities that matches the project needs is provided.

All in all projects need to agree with user-organisations about the following aspects in particular:

  • service level
  • stage of project lifecycle for participation
  • concrete tasks to be performed by the user
  • confidentiality
  • cost and payments
  • outcome evaluation

The established model and the support documents were tested in the FORTUNE experience. Nevertheless each single case has to be negotiated individually, with the base of these documents.

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