This document discusses marketing strategies for open source projects. It begins by emphasizing the importance of building a clear message that focuses on the value users receive from the project. The document then recommends obsessing over every "first" experience a user has, from their initial interaction to their first contribution. Finally, it stresses the importance of working with and cultivating a project's community, showing a clear path to involvement, engaging contributors, and asking for help achieving goals.
1. Marketing Open Source
with Great Success!
Brad Micklea
@bradmicklea
Dir, PM with Red Hat
ex-COO with Codenvy
Project lead, Eclipse Che
Wed, 25-Oct-2017
16:30 - 17:05
Wilhelm-Kramer-Zimmer Room
2. Why Listen? Che Marketing Stats...
>7M
Che workspace
usage hours
>1M
Website visitors
(page views were
even higher)
98
Contributors to
Che & Che-Docs
7. Focus on what people get from your project. Why should
they care and why are you different from anyone else?
My rules:
● Be honest and clear - no adjectives or hyperbole
● Copy the best (it’s not cheating)
● Use accepted terms but limit “marketing” words
● Target editing away more than half your words
Identify Your Value Proposition
8. Refine The Value Proposition
Create 2-3 options to test with real users.
My Rules
● Watch for an immediate and emotional response.
● Then, stick with it. Repetition makes the message.
12. Many Firsts - Obsess About All!
Most people focus on the first impression, but each
step a user/contributor takes is its own first.
● First interaction (site, or readme, or others)
● First product experience (run or perhaps build)
● First build from source
● First contribution
13. In your repo sweat the README.md:
● Your clear and powerful value proposition.
● Screenshot if applicable (must look professional).
● How to experience your project (don’t assume build).
● Link to a CONTRIBUTE.md.
● Include a LICENSE.md.
First Impression Basics
14. A Joyful First Experience
Option 1: Make
“getting started”
top of your
README.
(TOC is a good idea for a big readme)
15. A Joyful First Experience
(Shameless Plug)
Option 2:
Add an Eclipse
Che factory or
Chefile to your
repo instant
experience.
18. Start with Differentiated Content
Establish your niche and position.
A blog is a good way to test - use the metrics.
Self-host or publish to others can both work.
Medium.com is easy and gets a built-in audience, but
you have minimal metrics and can only use a sub-
domain for URL.
20. Hone Everything with Metrics
Consider metrics you get when choosing a platform.
Commit to experimenting and measuring results.
Look for win-win partnerships.
22. Know Your Goal
Awareness: Release notes are great - especially if they’re frequent.
Engagement: Be opinionated (or even controversial) but honest.
23. Get Creative and Run Experiments
Experimented with Quora in
2016 - answered project-
relevant questions.
- Honest
- Transparent
- Helpful
Worked for us, but YMMV
25. Take Docs Seriously
For open source projects, docs are where the users are.
● Control it, it’s probably more important than your site
● Track it and obsess over it
● Guide people - connect the docs to site and repo
● Reference docs in posts, blogs, tweets, etc...
26. Table of contents is critical - reflect your
user’s goals and “understanding journey”
27. 4. Work for Your Community
(And Your Community Will Work for You.)
28. The First Step Is Already Done:
Clear Repo, Clear “Firsts,” And A
Joyful Experience.
29. A Painless First Contribution
...If you go with the
Eclipse Che option,
a dedicated PR
panel makes it easy
for contributors to
execute a first pull
request.
30. Show A Clear Community Path
The community needs to see a clear forward path:
user > contributor > committer > maintainer.
● Document what’s needed in your repo:
○ ...to contribute (CLA)?
○ ...to commit (PRs? Voting?)
○ ...to maintain?
● Engage and push people from level to level
31. Cultivate The Community
● Plan in the open
○ Discuss plans in the repo.
○ Explain why things can’t or shouldn’t be done.
○ Host virtual public meetings to encourage discussion.
○ Publish your roadmap on your repo wiki.
● Never stop engaging.
32. Ask for Help
Your community is your friend - ask them for help (they will!)
● Share your big, audacious goals publicly.
● Find people who can help and reach out personally.
● Look for win-wins (e.g. VJug and CheConf). Asked... ...Got
Write down why people should care about your project.
Remember: it’s about what they get from it, not what you do.
Let your followers amplify your message and watch the words they use.
“Development witchcraft” was Red Monk, not me.
Meet with your audience and try your variations:
Figure out which “plays” best (best response + most repeatable).
I love trade shows and conferences for this part.
Refine based on your findings.
Once you’re done, remember to never stop doing this :)
Clear criteria, make it as quantitative as possible
Figure out where the right bar is - ours is 2 sizeable contributions but Che is hard, might be more for a simpler project