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Communities Over Code
How Companies can Work Effectively with
Open Source Communities
Joe Brockmeier (@jzb)
PRESENTED BY:
Senior Evangelist, Linux Containers (Red Hat)
About Me (Briefly)About Me (Briefly)
· Red Hat since August 2013Red Hat since August 2013
· Apache Member, Incubator PMCApache Member, Incubator PMC
· Former openSUSE Community ManagerFormer openSUSE Community Manager
· Technology Journalist ~1999-2008, 2010-2012Technology Journalist ~1999-2008, 2010-2012
· Likes books, Vim, cats, music, beer, andLikes books, Vim, cats, music, beer, and
polar bears – (not necessarily in thatpolar bears – (not necessarily in that
order).order).
What We'll CoverWhat We'll Cover
· The Open Source MythThe Open Source Myth
· Why “Community Over Code”?Why “Community Over Code”?
· Defining SuccessDefining Success
· Governance and CommunityGovernance and Community
· InfrastructureInfrastructure
· MarketingMarketing
The Open Source MythThe Open Source Myth
First Rule:First Rule:
If your project isn't great,If your project isn't great,
useful, and necessary, noneuseful, and necessary, none
of this will matterof this will matter at allat all..
What is
“Community Over Code”?
How You Do ThingsHow You Do Things
Can Be As Important As What You DoCan Be As Important As What You Do
A Healthy Community Can RollA Healthy Community Can Roll
with Changewith Change
No One is IrreplaceableNo One is Irreplaceable
““We'll Do it Right Later”We'll Do it Right Later”
Doesn't Always Work Out Well...Doesn't Always Work Out Well...
Core Principles
Transparency & OpennessTransparency & Openness
““If it didn't happen on the mailing list...”If it didn't happen on the mailing list...”
MentorsMentors
Are ImportantAre Important
Leave Your HatLeave Your Hat
At the DoorAt the Door
QualityQuality
Is Better than SpeedIs Better than Speed
All Contributions MatterAll Contributions Matter
Users MatterUsers Matter
Defining Success
What Does Success Look Like?What Does Success Look Like?
Are Your Goals Measurable?Are Your Goals Measurable?
Communicate Your GoalsCommunicate Your Goals
Accidental Success Happens:Accidental Success Happens:
But Don't Count on It!But Don't Count on It!
Governance &
Community
GovernanceGovernance
· One Size Can't Fit AllOne Size Can't Fit All
· Have Clear GuidelinesHave Clear Guidelines
· CLAs – avoid terms that make one entityCLAs – avoid terms that make one entity
“more equal than others.”“more equal than others.”
· How does a user become a contributor?How does a user become a contributor?
· How does a contributor become a coreHow does a contributor become a core
contributor / earn rights?contributor / earn rights?
· Golden RuleGolden Rule
· DiversityDiversity
· Skills and peopleSkills and people
Governance SuggestionsGovernance Suggestions
· Everything happens on the mailing list*Everything happens on the mailing list*
· 72 hours for feedback72 hours for feedback
· Use “lazy consensus” to make decisions*Use “lazy consensus” to make decisions*
· Exceptions: Legal, missing stakeholder,Exceptions: Legal, missing stakeholder,
security, etc.security, etc.
· Leave your Hat at the doorLeave your Hat at the door
· Company / titles shouldn't matterCompany / titles shouldn't matter
· Make decisions stickMake decisions stick
· Document, document, documentDocument, document, document
Infrastructure
Care & Feeding forCare & Feeding for
CommunityCommunity
· Mailing ListsMailing Lists
· Forums ?Forums ?
· Bug TrackerBug Tracker
· Documentation / WikiDocumentation / Wiki
· Code RepositoriesCode Repositories
· Trello / Kanban, etc.?Trello / Kanban, etc.?
· Continuous Integration (CI) & Testing InfraContinuous Integration (CI) & Testing Infra
· Translation toolsTranslation tools
Face to Face
· Nothing beats in-person bonding.
· We still don't have beer over TCP/IP!
· Meetups! LUGs! Daycare centers! (OK, maybe not
the last one...)
· You can't depend on in-person collaboration all
the time – but try to make it happen sometimes!
· Find time for learning, doing, and socializing.
· Carry as much as possible back to the rest of the
community.
Open Source
Citizenship
If You're Participating, Not Leading
· Send Pull Requests
· Have sane use policies – be clear about what's
OK, what's not – but make sure they're
communicated!
· Have sane contribution policies – let your
employees participate!
· Speak up! Tell people about your use of Open
Source
Marketing
& Promotion
Audience & GoalsAudience & Goals
· What are your goals?What are your goals?
· Fuzzy goals == unfocusedFuzzy goals == unfocused
· Who are you trying to reach?Who are you trying to reach?
· Personas / profiles of usersPersonas / profiles of users
· What do they want?What do they want?
· Craft a story / message around how yourCraft a story / message around how your
project fits their needs. May need to “fix” theproject fits their needs. May need to “fix” the
project!project!
· Feedback loopFeedback loop
· Talk to users, use their ideas!Talk to users, use their ideas!
Project Voice and MessagingProject Voice and Messaging
· Tailor Website to usersTailor Website to users
· Have talking points / messaging for theHave talking points / messaging for the
project that explains it to new folksproject that explains it to new folks
· Explain benefits, not features or low-levelExplain benefits, not features or low-level
technologytechnology
· Show me how to be successful, quicklyShow me how to be successful, quickly
Blogging and Social MediaBlogging and Social Media
· Take the time to write about what you'reTake the time to write about what you're
doing.doing.
· Video / screencasts are also good – butVideo / screencasts are also good – but
remember the old-timers.remember the old-timers.
· Find contributors to help run social media,Find contributors to help run social media,
blogs, etc.blogs, etc.
· Provide social media guidelines!Provide social media guidelines!
· Advanced: Editorial calendar, SEO,Advanced: Editorial calendar, SEO,
scheduled tweets, target influencersscheduled tweets, target influencers
Releases!Releases!
· Start planning release announcementsStart planning release announcements
earlyearly
· Ideally, before the first alphaIdeally, before the first alpha
· Identify publications that might beIdentify publications that might be
interestedinterested
· Identify partner projects that might helpIdentify partner projects that might help
promote your projectpromote your project
· Go big, but don't just focus on releases!Go big, but don't just focus on releases!
SummarySummary
· Community is a process, not an end stateCommunity is a process, not an end state
· You will never, ever, ever be “done”You will never, ever, ever be “done”
· Successful communities changeSuccessful communities change
· Single-company projects < Diverse projectsSingle-company projects < Diverse projects
· If you build it, you still have to promote itIf you build it, you still have to promote it
· If you're not growing, you're dyingIf you're not growing, you're dying
· Golden RuleGolden Rule
Questions?
jzb@redhat.com
CONTACT:

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How Companies can Effectively Work with Open Source Communities

  • 1. Communities Over Code How Companies can Work Effectively with Open Source Communities Joe Brockmeier (@jzb) PRESENTED BY: Senior Evangelist, Linux Containers (Red Hat)
  • 2. About Me (Briefly)About Me (Briefly) · Red Hat since August 2013Red Hat since August 2013 · Apache Member, Incubator PMCApache Member, Incubator PMC · Former openSUSE Community ManagerFormer openSUSE Community Manager · Technology Journalist ~1999-2008, 2010-2012Technology Journalist ~1999-2008, 2010-2012 · Likes books, Vim, cats, music, beer, andLikes books, Vim, cats, music, beer, and polar bears – (not necessarily in thatpolar bears – (not necessarily in that order).order).
  • 3. What We'll CoverWhat We'll Cover · The Open Source MythThe Open Source Myth · Why “Community Over Code”?Why “Community Over Code”? · Defining SuccessDefining Success · Governance and CommunityGovernance and Community · InfrastructureInfrastructure · MarketingMarketing
  • 4. The Open Source MythThe Open Source Myth
  • 5.
  • 6. First Rule:First Rule: If your project isn't great,If your project isn't great, useful, and necessary, noneuseful, and necessary, none of this will matterof this will matter at allat all..
  • 8. How You Do ThingsHow You Do Things Can Be As Important As What You DoCan Be As Important As What You Do
  • 9. A Healthy Community Can RollA Healthy Community Can Roll with Changewith Change
  • 10. No One is IrreplaceableNo One is Irreplaceable
  • 11. ““We'll Do it Right Later”We'll Do it Right Later” Doesn't Always Work Out Well...Doesn't Always Work Out Well...
  • 13. Transparency & OpennessTransparency & Openness ““If it didn't happen on the mailing list...”If it didn't happen on the mailing list...”
  • 15. Leave Your HatLeave Your Hat At the DoorAt the Door
  • 16. QualityQuality Is Better than SpeedIs Better than Speed
  • 17. All Contributions MatterAll Contributions Matter
  • 20. What Does Success Look Like?What Does Success Look Like?
  • 21. Are Your Goals Measurable?Are Your Goals Measurable?
  • 23. Accidental Success Happens:Accidental Success Happens: But Don't Count on It!But Don't Count on It!
  • 25. GovernanceGovernance · One Size Can't Fit AllOne Size Can't Fit All · Have Clear GuidelinesHave Clear Guidelines · CLAs – avoid terms that make one entityCLAs – avoid terms that make one entity “more equal than others.”“more equal than others.” · How does a user become a contributor?How does a user become a contributor? · How does a contributor become a coreHow does a contributor become a core contributor / earn rights?contributor / earn rights? · Golden RuleGolden Rule · DiversityDiversity · Skills and peopleSkills and people
  • 26. Governance SuggestionsGovernance Suggestions · Everything happens on the mailing list*Everything happens on the mailing list* · 72 hours for feedback72 hours for feedback · Use “lazy consensus” to make decisions*Use “lazy consensus” to make decisions* · Exceptions: Legal, missing stakeholder,Exceptions: Legal, missing stakeholder, security, etc.security, etc. · Leave your Hat at the doorLeave your Hat at the door · Company / titles shouldn't matterCompany / titles shouldn't matter · Make decisions stickMake decisions stick · Document, document, documentDocument, document, document
  • 28. Care & Feeding forCare & Feeding for CommunityCommunity · Mailing ListsMailing Lists · Forums ?Forums ? · Bug TrackerBug Tracker · Documentation / WikiDocumentation / Wiki · Code RepositoriesCode Repositories · Trello / Kanban, etc.?Trello / Kanban, etc.? · Continuous Integration (CI) & Testing InfraContinuous Integration (CI) & Testing Infra · Translation toolsTranslation tools
  • 29. Face to Face · Nothing beats in-person bonding. · We still don't have beer over TCP/IP! · Meetups! LUGs! Daycare centers! (OK, maybe not the last one...) · You can't depend on in-person collaboration all the time – but try to make it happen sometimes! · Find time for learning, doing, and socializing. · Carry as much as possible back to the rest of the community.
  • 31. If You're Participating, Not Leading · Send Pull Requests · Have sane use policies – be clear about what's OK, what's not – but make sure they're communicated! · Have sane contribution policies – let your employees participate! · Speak up! Tell people about your use of Open Source
  • 33. Audience & GoalsAudience & Goals · What are your goals?What are your goals? · Fuzzy goals == unfocusedFuzzy goals == unfocused · Who are you trying to reach?Who are you trying to reach? · Personas / profiles of usersPersonas / profiles of users · What do they want?What do they want? · Craft a story / message around how yourCraft a story / message around how your project fits their needs. May need to “fix” theproject fits their needs. May need to “fix” the project!project! · Feedback loopFeedback loop · Talk to users, use their ideas!Talk to users, use their ideas!
  • 34. Project Voice and MessagingProject Voice and Messaging · Tailor Website to usersTailor Website to users · Have talking points / messaging for theHave talking points / messaging for the project that explains it to new folksproject that explains it to new folks · Explain benefits, not features or low-levelExplain benefits, not features or low-level technologytechnology · Show me how to be successful, quicklyShow me how to be successful, quickly
  • 35. Blogging and Social MediaBlogging and Social Media · Take the time to write about what you'reTake the time to write about what you're doing.doing. · Video / screencasts are also good – butVideo / screencasts are also good – but remember the old-timers.remember the old-timers. · Find contributors to help run social media,Find contributors to help run social media, blogs, etc.blogs, etc. · Provide social media guidelines!Provide social media guidelines! · Advanced: Editorial calendar, SEO,Advanced: Editorial calendar, SEO, scheduled tweets, target influencersscheduled tweets, target influencers
  • 36. Releases!Releases! · Start planning release announcementsStart planning release announcements earlyearly · Ideally, before the first alphaIdeally, before the first alpha · Identify publications that might beIdentify publications that might be interestedinterested · Identify partner projects that might helpIdentify partner projects that might help promote your projectpromote your project · Go big, but don't just focus on releases!Go big, but don't just focus on releases!
  • 37. SummarySummary · Community is a process, not an end stateCommunity is a process, not an end state · You will never, ever, ever be “done”You will never, ever, ever be “done” · Successful communities changeSuccessful communities change · Single-company projects < Diverse projectsSingle-company projects < Diverse projects · If you build it, you still have to promote itIf you build it, you still have to promote it · If you're not growing, you're dyingIf you're not growing, you're dying · Golden RuleGolden Rule