Open Source Accountability Goals: Defining A Transparency Goal

Continuing a pair of working sessions at Sustain 2020 in Brussels, this working group will define a goal that encapsulates the need for transparency when interacting with the open source community.

Context

There were two sessions at Sustain that worked to define what it looked like for a company to be a good member of the open source community NOTES

The discussion led to the idea of defining a set of Open Source Accountability Goals. By defining a set of goals, companies could then set targets and work toward improvement and progress.

Proposed Open Source Accountability Goals

  1. Set and publish a goal for open source contribution relative to value capture.
  2. Adhere to the principles of authentic participation
  3. TBD transparency related goal
  4. Well defined reporting process that is publicly available

This working group is focused on refining the transparency related goal.

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Our first meeting will be on Wednesday, April 8th, 11:00am-11:50am Pacific Time.

This meeting will be hosted using Zoom

To prevent Zoombombing, the link will not be posted publicly, but anyone is welcome to join. If you would like to be added to the invite list, please send me a message and I will respond with a link to the meeting.

An update will be posted to this thread after the meeting.

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Thanks Duane and Maggie for the session earlier today.

Looking back at the notes from Sustain session

We spent some time reviewing the notes taken during Brussels conference. A lot of good ideas there, however, they are missing context and Duane is going to help to list them in a good doc with some context around each sticky notes.

Keywords - participation, communication, motivations, feedback, notice, timing, policies, working openly / transparently

Questions and challenges to be answered

  • What are the buckets of corporate participation? e.g. $/Giving, Code / tools, Talent / time
  • How do we approach defining transparency goals? A checklist might be more actionable than a principle. Duane came up with an idea of scorecard where companies will be benchmarked against each the principles.
  • What metrics and approach should we use to provide transparency on the corporate contribution debt vs. take? Are companies willing to transparently expose how much they take from OSS vs contributing back?

Notes of the session

Notes can be found here: https://docs.google.com/document/d/1XcUQYDbY05OVSKUlVxHYBcs_5VOG9Nu0KJ7nWb_SUj4/edit?ts=5e8e122f#

Where do we go from here?

Next call is in two weeks. Duane is going to provide more context on the notes from Bussels session. Meanwhile everyone is welcome to think about the usecases and examples related to the questions and challenges above or in general related to the topic.

Thanks again guys for the session.

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Great work @DuaneOBrien & @farbodsaraf!

Your WG now has a ā€œLearn Moreā€ button. Sustain Working Groups | A Space for Open Source Sustainers

That goes to Transparency Goals | A Space for Open Source Sustainers

Please feel free to open a PR for any additions. If you have ideas on how to make the pages better please let us know. =)

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Thanks all for the session yesterday.

Attendees:
Duane Oā€™Brien
Farbod Saraf
Adrian McPhee

Following up on the previous session, we decided to spend some times on different pillars that might help us to scorecard organizations on their transparency.

Here are the few of those pillars

Usage

How transparent are corporation about what they are taking?
From the scale 1 to 5, on the far left we have organizations with no public reporting about how much value is derived from FOSS. On the far right we have organizations who have public reporting about value derived from FOSS, including public data and methodology.

Giving back

How transparent are they about the contribution back to open source?
From 1 to 5. Far left organization with no giving of any kind to far right organizations with public accounting of giving that covers money, code, and in-kind.

Policy Transparency

How transparent are their policies?

  • Clear and openly shared contribution policies
  • Named Accountability Officer
  • Employee contributions are associated the employer

Provides a true explanation of the reasoning behind proposed contributions

Project Governance

On a scale from 1 to 5, far left are the ones governed internally, and on the far right, the organizations open source projects that are fully governed externally.

The danger of scorecarding all organizations on the same grading system

Given many organisations have an immature FOSS posture, and there is a journey of learning and development that most organisations must undertake, it is important that the score card system isnā€™t irrelevant through setting an unachievable bar for the masses. Therefore, a graded system - similar to belts in karate - may be beneficial to allow staged improvements and a graduating understanding and development in relation to FOSS. In other words, moving a company from ā€˜white beltā€™ to ā€˜yellow beltā€™ is solid progress - if such a company is expected to graduate from white to black belt immediately, nobody wins.

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Meeting notes: https://docs.google.com/document/d/1XcUQYDbY05OVSKUlVxHYBcs_5VOG9Nu0KJ7nWb_SUj4/edit#

Transparency Score Card:
https://docs.google.com/document/d/1vuqu1Wy4VdySF0goG_iyaiVJR5eoGe8u4drVlImK9G4/edit#

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Can I get access to these documents?

Why is ā€œvalueā€ so important to transparency? The topic is mentioned in multiple meeting notes, but I just donā€™t get it. Iā€™m coming from the perspective of how the CHAOSS Value working group is trying to define things.

Is any group dealing with Accountability Goals as a whole? It seems to me that a lot of these goals are overlapping.

Are you getting input from https://github.com/chaoss/wg-value for the value topic? I know they are still trying to define from what perspective they should focus ā€“ is it the value of the contribution to the community, or is it the ROI for the contributor?

The well-defined reporting process that is publicly available seems to be a good thing to focus on for this group. Also, looking at the authentic participation principles, I am skeptical about having transparent motivations. It is aspirational to get companies/people to talk about this upfront. However, over time, people and goals change.

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Hi folks! It was just me and @DuaneOBrien today but we had a productive conversation. Duane is going to share his meeting summary and notes later.

In the call, a resources and links came up, and I wanted to leave them here for consideration.

On building a score card:

On the proposed revision of this Working Groupā€™s primary goal, ā€œPublish documentation of open source policies, processes, and project governanceā€:

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Hi @farbodsaraf!

could I get access to these documents? Thank in advance!

Cheers,

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@jlcanovas I can approve access requests to those docs, if you request access at those links directly it should give me an email for approval.

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@LawrenceHecht apologies for missing your questions last week.

There is not currently a working group taking on Accountability Goals as a whole, but I can provide some background and so look-ahead on what comes next.

At the FOSDEM Sustain Summit, we had a long working session in the morning to discuss what it looked like to be a Good Corporate Community Member. The Corporate Accountability Goals were distilled from that conversation, and we left that conversation with two large undefined pieces of the goals - a Transparency Goal, and the Principles of Authentic Participation. @jwf carried the banner forward on the Principles, which are meant to be more broadly applicable (could apply to individuals or organizations), and I carried forward the conversation on the Transparency Goal. The intention is to drive both of these conversations to a ā€œDone enoughā€ state that we would have a first draft of the full Accountability Goals. Once we reach that point, we can work on getting broader feedback on them. My intention is to wind up the Transparency WG after the next meeting, and start up a Accountability Goals WG.

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Notes from our last call:

Apologies for the delay in posting these.

Our last call was on April 22nd, and was attended by @jwf and myself.

We discussed the definition of transparency in this context, in particular as it relates to the transparency scorecard, project usage, transparency of giving, the ā€˜transparent motivationsā€™ authentic participation principle, and the topics that came up at Sustain. As a result of that conversation, Iā€™ve proposed separating the Transparency Scorecard work from this specific goal, as transparency around FOSS consumption and FOSS-related giving is more in support of the accountability goal to ā€œSet and publish a goal for open source contribution relative to value capture.ā€ This would allow us to focus the Transparency goal on processes, policies, and governance, which simplifies this conversation and will get us to a standing first draft more quickly.

We left the current iteration of the Transparency goal written as:

Publish documentation of open source policies, processes, and project governance

We will convene again on May 6th at 10:30 AM PST to discuss further.

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Thanks for your facilitation work and note-taking @DuaneOBrien! :pray: Hoping to be there next week.

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Hi Javier - I just provided you with an access to both documents.

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Thanks for the feedback. I am going to try to listen in on next weekā€™s meeting.

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Our final call was on 5/6. No significant changes were made to the existing iteration of the Transparency goal:

Publish documentation of open source policies, processes, and project governance

Remembering that this goal fits into a larger initiative to define Open Source Accountability Goals, this working group will now shut down. We will announce a new working group focused on the Open Source Accountability Goals and start a new process.

Thanks to everyone who participated!

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Let me sum this up as I feel that there is no positive outcome from the activity that has been done here (which is an outcome anyway). I want to do this to make sure the next iteration will be different. Maybe more successful, maybe less. It just bothers me that nothing is going on, even though the problems with sustaining OSS are as actual as before, if not more serious.

A group of people gathered to define how companies could be more friendly to open source scene. All companies, regardless of if they are benefiting from open source model, or threatened by it. And the people told that companies should be more transparent to community. And that requirement of transparency was probably very specific at the initial point, but got generalized in the process. Generalization is rarely a good way of resolving things. It usually happens when the human brain is unable to process all the little details, and easily agrees to submit to close the gestalt with this pattern. But to solve the problems we need to battle the devils in each and every of these details. Thankfully, those AI systems, which is just a crazy mesh of magical connections, show us an example that it is not all that complex in human world, where it is enough to define a few user stories where a transparency was missing. Maybe it was the transparency, but there was no brain surgeon to politely eject the specific need that appeared in that context. The need in the specific transparency which constantly reoccurs when certain people, actions and reactions come in certain order. The transparency here needs to be defined in this specific story, where people, feelings and action are well defined. Something that one can read and understand. Understand through feelings. Feeling that are not triggered by codenames like ā€œAccountability Goalsā€ or ā€œauthentic participationā€ born as a result of consensus process that occurred among limited group of people exposed to each other in a meeting.

Reading the thread on how the Transparency was again generalized into Accountability, I thought it worth mentioning the pattern. Maybe the next time it will have a storyline that will pop in a head when one find oneself in a situation where this transparency is missing.

Hi @abitrolly.

Your reply came off as aggressive to me. Iā€™m not sure if it was your intention. While I understand your disappointment and frustration, there may be more value to the collaboration than what immediate comes to mind.

Sometimes the point is not a concrete deliverable or messaging plan. Sometimes it is about the things we learn through the process. I believe we should avoid criticism about conversations that donā€™t necessarily lead to direct action. Sometimes you have to start small by talking about issues in the open and public, which is not easy to do.

I am having a hard time following your proposal. Do you mean to say that creating and publishing user stories about the Accountability Goals is a helpful outcome to conclude this discussion?

I hear you that these ā€œcodenamesā€ are all improvised. They are ad-hoc. They have not gone through a rigid inspection, review, and evaluation process. You are right. But speaking for myself, that was not the purpose of the work we did.

The world is a big place. Sometimes we live in different pockets, where feelings behind the same words we use, change. You would be surprised by how many different definitions and explanations of ā€œopen sourceā€ I have heard over the years. :slightly_smiling_face: So, I think the value in these Working Groups is/was figuring out what language we use to start these conversations with.

Someone is welcome to come along later and propose that we did it all wrong. They can say everything we did was a wasted effort. I hope they could also combine their criticism with a proposal or idea of what they think a better way forward is. In the case of the Principles of Authentic Participation, Iā€™m always open to hearing your specific feedback.