FPP + Rosie Documentation Package

Complete documentation suite for presenting Rosie's partnership with First Person Project
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FPP + Rosie Documentation Package

Complete documentation suite for presenting Rosie's partnership with the First Person Project

Last Updated: October 2025

Document Overview

This package contains everything needed to present Rosie to the FPP Board, potential members, service providers, and associations.

Core Documents (Start Here)

1. Main 1-Pager - Board Presentation

Link: First Person Project 1-Pager Audience: FPP Governing Board Read Time: 3-4 minutes Purpose: Strategic alignment and revenue opportunities

Key Sections:

  • What is Rosie? (RAG-based FPP AI Assistant)
  • Immediate business opportunity (leaderboard, reputation, inquiries)
  • Rosie ecosystem diagram with member roles
  • Contributory Ecosystem Model features
  • Revenue sharing model
  • Business Source License 1.1 (transparent protection)

Use When: Initial board presentation, executive summary for decision-makers

2. Full Explainer - Detailed Context

Link: First Person Project Explainer Audience: Board members wanting depth, technical reviewers Read Time: 15-20 minutes Purpose: Comprehensive rationale and alignment with FPNC goals

Key Sections:

  • FPP funding and operational challenges
  • Alignment with cooperative principles
  • Synergy: governance operationalization and commercial opportunities
  • Revenue sharing mechanisms (Rosie AI + IPR licensing)
  • User stories for different actors
  • Pricing model details

Use When: Follow-up to 1-pager, addressing detailed questions, technical review

Specialization Documents (Audience-Specific)

3. Service Provider Specialization

Link: FPP Specialization for Service Providers Audience: Independent consultants, professional services firms, technical specialists Read Time: 3-4 minutes Purpose: Transform consulting practice from billable hours to scalable revenue

Key Sections:

  • Traditional vs FPP business model comparison
  • Two licensing paths (Licensee Orgs vs Downstream Orgs)
  • Regional regulatory specialist example (GDPR)
  • Cascading updates advantage
  • Coopetition model (compete AND collaborate)
  • Generic → Premium strategy

Use When: Recruiting service providers, explaining consultant opportunities, demonstrating business model transformation

4. Ecosystem/Association Specialization

Link: FPP Specialization for Ecosystems & Communities Audience: Professional associations, industry groups, cooperatives, membership organizations Read Time: 4-5 minutes Purpose: Transform from dues-dependent to value-generating ecosystems

Key Sections:

  • Traditional vs FPP membership model comparison
  • Association path (Governing Body → Contributors → IPR Owner)
  • Downstream organization model with cascade diagram
  • National → Provincial → Local example (agriculture)
  • Cascading updates and revenue flow
  • Generic-first strategy (avoid cannibalizing membership)

Use When: Recruiting associations, explaining cascading model, demonstrating sustainable membership value

Licensing Documents (Business Protection)

5. BSL 1.1 Proposal - Detailed Rationale

Link: Business Source License 1.1 Proposal Audience: FPP Board, legal reviewers, concerned stakeholders Read Time: 20-25 minutes Purpose: Comprehensive justification for BSL 1.1 licensing

Key Sections:

  • The problem: open source exploitation (ElasticSearch, MongoDB, Redis, HashiCorp)
  • What is BSL 1.1? (source-available with automatic open source conversion)
  • Comparison table (BSL vs Apache/MIT vs GPL vs Proprietary)
  • Alignment with all 7 cooperative principles
  • Addressing board concerns (6 common objections with responses)
  • Recommended BSL configuration for Rosie
  • Implementation plan (4 phases)
  • Financial impact analysis
  • Risk comparison (BSL vs pure open source)
  • Alternatives considered (GPL, SSPL, Fair Source, Elastic License)

Use When: Board asks about licensing, follow-up after initial interest, legal review, addressing open source concerns

6. BSL Usage Strategy Notes - Presenter Guide

Link: BSL Usage Strategy Notes Audience: You (presenter), internal team Read Time: 30-40 minutes (reference document) Purpose: Tactical guide for presenting BSL 1.1 to board

Key Sections:

  • Core strategy (lead with value, follow with protection)
  • Expected questions & responses (6 common questions with 30-second answers)
  • Handling objections (strong, moderate, philosophical)
  • Closing strategies (receptive, discussing, resistant)
  • Tactical considerations (timing, tone, body language)
  • Key talking points (elevator pitches, quick reference)
  • Compromise positions (4 options if needed)
  • Hard lines (non-negotiable positions)
  • Post-presentation follow-up (email templates)
  • Mental preparation (before, during, after)
  • Success metrics

Use When: Preparing for board presentation, during presentation (quick reference), handling questions, negotiating terms

Implementation & Protection Documents

7. IP Protection Strategy - Comprehensive Protection Plan

Link: Rosie IP Protection Strategy Audience: You (founder), legal counsel, investors, strategic partners Read Time: 35-45 minutes (comprehensive reference) Purpose: Multi-layered intellectual property protection combining legal, technical, and business strategies

Key Sections:

  • The hard truth: What BSL 1.1 protects vs doesn't protect
  • Layer 1: Legal protection (Copyright, Trademark, Patents, CLA)
  • Layer 2: Technical protection (Data moat, Open Core model)
  • Layer 3: Business protection (Network effects, execution velocity, hosted service)
  • Layer 4: Community protection (Loyalty, thought leadership)
  • Implementation roadmap (4 phases from pre-launch to maturity)
  • Budget summary ($1,500 minimum to $236,500 advanced)
  • Competitor response scenarios
  • Monitoring and enforcement strategies

Critical Insights:

  • BSL 1.1 prevents competing services but NOT competitors learning from your code
  • Real protection comes from execution, community, and data moats
  • Trademark "Rosie" is essential and cheap ($500-$1,500)
  • Patents are expensive ($20K-$40K each) and questionable ROI for source-available
  • Network effects and velocity matter more than legal protection

Immediate Actions:

  • ✅ File trademark for "Rosie" (URGENT - before launch)
  • ✅ Add copyright notices to all code
  • ✅ Implement Contributor License Agreement
  • ✅ Establish data protection strategy
  • ❌ Don't patent unless well-funded and willing to litigate

Use When: Planning IP strategy, preparing for legal review, addressing "what prevents competitors from copying?" concerns, budgeting for protection

Usage Guides by Scenario

Scenario 1: Initial FPP Board Meeting

Goal: Get board interested and schedule follow-up

Documents to Use:

  1. Present: Main 1-Pager (focus on value and opportunity)
  2. Reference: BSL Strategy Notes (your talking points during Q&A)
  3. Send After: Full Explainer (if they want more detail)

Approach:

  • Lead with "What is Rosie?" and immediate business opportunity
  • Show ecosystem diagram
  • Mention BSL 1.1 as "Cooperative Protection" feature (it's in the table)
  • Don't lead with licensing unless asked
  • Offer to send detailed documents if interested

Success Metric: Board schedules follow-up meeting or requests detailed materials

Scenario 2: Board Asks About Licensing

Goal: Address concerns while maintaining confidence

Documents to Use:

  1. Reference: BSL Strategy Notes (your responses)
  2. Send After: BSL 1.1 Proposal (comprehensive rationale)

Approach:

  • Use 30-second elevator pitch: "BSL 1.1 is source-available licensing that ensures transparency while preventing hyperscaler exploitation"
  • Cite industry examples: ElasticSearch, MongoDB, HashiCorp
  • Emphasize automatic open source conversion (4 years)
  • Frame as "Cooperative Source Licensing" aligned with values
  • Offer detailed proposal document for review

Success Metric: Board agrees to review BSL proposal, concerns are addressed

Scenario 3: Recruiting Service Provider

Goal: Show how they can transform their consulting practice

Documents to Use:

  1. Present: Service Provider Specialization
  2. Reference: Main 1-Pager (ecosystem context)

Approach:

  • Start with traditional vs FPP business model comparison
  • Show two licensing paths (Licensee vs Downstream)
  • Use GDPR specialist example
  • Emphasize: "Transform from consultant to knowledge product entrepreneur"
  • Highlight cascading updates and coopetition advantages

Success Metric: Service provider expresses interest in becoming IPR Owner

Scenario 4: Recruiting Association/Community

Goal: Show how to transform from dues-dependent to value-generating

Documents to Use:

  1. Present: Association Specialization
  2. Reference: Main 1-Pager (ecosystem context)

Approach:

  • Start with traditional vs FPP membership model comparison
  • Show cascade diagram (National → Provincial → Local)
  • Use agriculture association example
  • Emphasize: "Stop begging for dues. Build an ecosystem where members prosper"
  • Highlight revenue flowing up, updates flowing down

Success Metric: Association schedules follow-up to discuss implementation

Goal: Provide comprehensive documentation for due diligence

Documents to Send:

  1. Full Explainer (business rationale)
  2. BSL 1.1 Proposal (licensing justification)
  3. Main 1-Pager (executive summary)

Approach:

  • Send all three documents with cover email
  • Highlight specific sections relevant to their review
  • Offer to answer questions or schedule call
  • Provide links to external BSL resources (MariaDB, FOSSA analysis)

Success Metric: Reviewer approves or provides specific actionable feedback

Quick Reference: Key Messages

About Rosie (30 seconds)

"Rosie is an FPP AI Assistant that makes First Person Project knowledge instantly accessible. Members upload relevant content, Rosie learns from it, and anyone can ask questions to get precise answers with cited sources. Contributors earn reputation, time-credits, and business opportunities immediately - not years from now when FPP is 'complete.' The journey IS the product."

About Business Opportunity (30 seconds)

"Members build reputation on the leaderboard, receive business inquiries, and establish themselves as FPP experts from Day One. IPR Owners can license specialized frameworks to organizations through two models: direct licensing (like MIT/Apache) or downstream cascading (like GPL/franchises). Automatic cascading updates mean when content improves, all licensees benefit immediately via Rosie."

About BSL 1.1 (30 seconds)

"BSL 1.1 is source-available licensing that provides transparency while protecting cooperative value. Code is public and auditable. Anyone can use it except to compete with us as a managed service. After 4 years, it automatically becomes fully open source. This is cooperative protection - members benefit from the value they create, not hyperscalers."

About Cooperative Alignment (30 seconds)

"Traditional open source says 'work for free while corporations profit.' BSL 1.1 says 'contribute to the cooperative, members prosper, eventually fully open.' We reward contributors with Return on Contributions and potential licensing revenue. That's true cooperative economics, not exploitation."

BSL 1.1 Resources:

Industry Examples:

Document Status

Document Status Last Updated Next Review
Main 1-Pager ✅ Complete Oct 2025 Before board meeting
Full Explainer ✅ Complete Oct 2025 After initial feedback
Service Provider Doc ✅ Complete Oct 2025 After pilot recruitment
Association Doc ✅ Complete Oct 2025 After pilot recruitment
BSL 1.1 Proposal ✅ Complete Oct 2025 Before legal review
BSL Strategy Notes ✅ Complete Oct 2025 Before board meeting
IP Protection Strategy ✅ Complete Oct 2025 Before launch

Next Actions

Before Board Meeting:

  • [ ] Review Main 1-Pager (your presentation)
  • [ ] Study BSL Strategy Notes (your talking points)
  • [ ] Practice 30-second elevator pitches
  • [ ] Prepare ecosystem diagram display
  • [ ] Have BSL Proposal ready to send if asked

After Approval:

  • [ ] Schedule legal review of BSL terms
  • [ ] Customize Additional Use Grant for Rosie
  • [ ] Create GitHub repository with LICENSE file
  • [ ] Write blog post explaining BSL rationale
  • [ ] Prepare FAQ for community

For Recruitment:

  • [ ] Customize Service Provider doc with relevant examples
  • [ ] Customize Association doc with relevant examples
  • [ ] Prepare case studies as they develop
  • [ ] Create pitch deck from 1-pager materials

Contact & Questions

For questions about this documentation package:

  • Contact: [Your contact information]
  • Schedule call: [Your scheduling link]

For FPP-specific questions:

  • FPP Website: [FPP URL]
  • FPP Contact: [FPP contact]

Version History

v1.1 - October 2025

  • Added IP Protection Strategy document
  • Eight core documents now complete
  • Enhanced implementation guidance

v1.0 - October 2025

  • Initial documentation package
  • Six core documents created
  • Usage guides and scenarios added
  • Quick reference section added

Quick Navigation:

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