how companies can effectively work with open source communities

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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)

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Page 1: How Companies can Effectively Work with Open Source Communities

Communities Over CodeHow Companies can Work Effectively with Open Source Communities

Joe Brockmeier (@jzb)PRESENTED BY:

Senior Evangelist, Linux Containers (Red Hat)

Page 2: How Companies can Effectively Work with Open Source Communities

About Me (Briefly)About Me (Briefly)

· Red Hat since August 2013 Red 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, and Likes books, Vim, cats, music, beer, and

polar bears – (not necessarily in that polar bears – (not necessarily in that order).order).

Page 3: How Companies can Effectively Work with Open Source Communities

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

Page 4: How Companies can Effectively Work with Open Source Communities

The Open Source MythThe Open Source Myth

Page 5: How Companies can Effectively Work with Open Source Communities
Page 6: How Companies can Effectively Work with Open Source Communities

First Rule:First Rule:If your project isn't great, If your project isn't great, useful, and necessary, none useful, and necessary, none of this will matter of this will matter at allat all..

Page 7: How Companies can Effectively Work with Open Source Communities

What is “Community Over Code”?

Page 8: How Companies can Effectively Work with Open Source Communities

How You Do Things How You Do Things

Can Be As Important As What You DoCan Be As Important As What You Do

Page 9: How Companies can Effectively Work with Open Source Communities

A Healthy Community Can Roll A Healthy Community Can Roll with Changewith Change

Page 10: How Companies can Effectively Work with Open Source Communities

No One is IrreplaceableNo One is Irreplaceable

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““We'll Do it Right Later”We'll Do it Right Later”

Doesn't Always Work Out Well...Doesn't Always Work Out Well...

Page 12: How Companies can Effectively Work with Open Source Communities

Core Principles

Page 13: How Companies can Effectively Work with Open Source Communities

Transparency & OpennessTransparency & Openness

““If it didn't happen on the mailing list...”If it didn't happen on the mailing list...”

Page 14: How Companies can Effectively Work with Open Source Communities

MentorsMentors

Are ImportantAre Important

Page 15: How Companies can Effectively Work with Open Source Communities

Leave Your HatLeave Your Hat

At the DoorAt the Door

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QualityQuality

Is Better than SpeedIs Better than Speed

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All Contributions MatterAll Contributions Matter

Page 18: How Companies can Effectively Work with Open Source Communities

Users MatterUsers Matter

Page 19: How Companies can Effectively Work with Open Source Communities

Defining Success

Page 20: How Companies can Effectively Work with Open Source Communities

What Does Success Look Like?What Does Success Look Like?

Page 21: How Companies can Effectively Work with Open Source Communities

Are Your Goals Measurable?Are Your Goals Measurable?

Page 22: How Companies can Effectively Work with Open Source Communities

Communicate Your GoalsCommunicate Your Goals

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Accidental Success Happens:Accidental Success Happens:

But Don't Count on It!But Don't Count on It!

Page 24: How Companies can Effectively Work with Open Source Communities

Governance &Community

Page 25: How Companies can Effectively Work with Open Source Communities

GovernanceGovernance

· One Size Can't Fit AllOne Size Can't Fit All· Have Clear GuidelinesHave Clear Guidelines· CLAs – avoid terms that make one entity CLAs – 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 core How does a contributor become a core

contributor / earn rights?contributor / earn rights?· Golden RuleGolden Rule· DiversityDiversity

· Skills and peopleSkills and people

Page 26: How Companies can Effectively Work with Open Source Communities

Governance Suggestions Governance 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

Page 27: How Companies can Effectively Work with Open Source Communities

Infrastructure

Page 28: How Companies can Effectively Work with Open Source Communities

Care & Feeding for Care & 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

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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.

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Open Source Citizenship

Page 31: How Companies can Effectively Work with Open Source Communities

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

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Marketing & Promotion

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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 your Craft a story / message around how your

project fits their needs. May need to “fix” the project 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!

Page 34: How Companies can Effectively Work with Open Source Communities

Project Voice and MessagingProject Voice and Messaging

· Tailor Website to usersTailor Website to users· Have talking points / messaging for the Have talking points / messaging for the

project that explains it to new folksproject that explains it to new folks· Explain benefits, not features or low-level Explain benefits, not features or low-level

technologytechnology· Show me how to be successful, quicklyShow me how to be successful, quickly

Page 35: How Companies can Effectively Work with Open Source Communities

Blogging and Social MediaBlogging and Social Media

· Take the time to write about what you're Take the time to write about what you're doing.doing.· Video / screencasts are also good – but Video / 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

Page 36: How Companies can Effectively Work with Open Source Communities

Releases!Releases!

· Start planning release announcements Start planning release announcements early early · Ideally, before the first alphaIdeally, before the first alpha

· Identify publications that might be Identify publications that might be interestedinterested

· Identify partner projects that might help Identify 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!

Page 37: How Companies can Effectively Work with Open Source Communities

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

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Questions?

[email protected]: