NCDI Financial Industry Workshop

Financial Industry Workshop Scribe Instructions

You've been asked to serve as a scribe. This means that you will record the discussion session for one of the prime topics (prevention, detection and reconstitution). Pay careful attention to the dynamics of the conversation in its content and flow. The goal is to net really good new ideas to secure the FI infrastructure. Keep the goal in mind.

The key to good scribing is not to take such detailed notes as to create a veritable transcript. The challenge is to listen carefully to the conversation and know the difference between immature thoughts being matured by the conversation, and the final thought that needs to be captured. Watch for conversational segues that signal that a given point is being left for another. Make sure you got the point down. If you did not, you are empowered to stop the conversation and ask for a summary point that the speaker or facilitator would like to have captured.

The beginning to sessions will often contain a brainstorming session where brainstorming rules apply to this phase: (1) the more ideas, the better, even seemingly silly ones, (2) no criticism or discussion of the ideas when they are introduced, (3) build off each other’s ideas. These are meant to go quickly and not include a lot of discussion. This part will be a challenge for the scribes. If you did not hear a point, ask for it to be repeated. If you did not understand a point, then you may ask for brief clarification so that the flow is not seriously disturbed. Do not allow your clarification to be hijacked by someone else to make a different point or to someone discuss or critique the point. Politely point out that you were just asking for clarification and did not intend to open the door to discussion. Be direct. The facilitator will step in and support you on this.

Scribes will be allowed to contribute ideas along with everyone else if they so choose. Take your turn (and no more than your turn). Also, please also act as a process monitor aid to the session facilitator to make sure that everyone is given an opportunity to speak. Ask the facilitator how he or she would like to use you in this capacity.

The facilitators will be capturing key points on poster boards in the room. This will be done in parallel with the notes you will be taking on your computers. You should capture all of the same points the facilitator is capturing, plus another level of detail as appropriate. There will be brief-outs after every working session, so you should be prepared to quickly take your notes and put them into powerpoint form for presentation. The facilitators will likely give the actual presentation, so work with the facilitator on this.

Remember you have the responsibility to take good enough notes to transform the bullets into prose in a final report. Do not count on your memory for this. Take as much detail as you need to capture the key point and can explain it in the report.

The workshop is non-attribution for the report, but scribes record who said what in their notes so they may go back to that person for clarification during report production just in case we need clarification. We should make that clear to participants. This means that they should identify themselves they first few times they talk.

The important goal: you want to develop a short list of really good ideas to serve as the keystone of the report to guide government R&D investments in securing our financial infrastructure from large-scale attack. That is job number one.