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Merge pull request #2702 from pwittrock/wg-formation
Clarify process for Working Group formation
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# Kubernetes Working Group Formation and Disbandment
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Draft 1.0 // Jaice Singer DuMars // June, 2018
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## Process Overview and Motivations
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Working Groups provide a formal avenue for disparate groups to collaborate around a common problem, craft a balanced
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position, and disband. Because they represent the interests of multiple groups, they are a vehicle for consensus
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building. If code is developed as part of collaboration within the Working Group, that code will be housed in an
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appropriate repository as described in the [repositories document]. The merging of this code into the repository
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will be governed by the standard policies regarding submitting code to that repository (e.g. developed within one or
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more Subprojects owned by SIGs).
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Because a working group is an official part of the Kubernetes project it is subject to steering committee oversight
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over its formation and disbanding.
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## Goals of the process
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- An easy-to-navigate process for those wishing to establish and eventually disband a new Working Group
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- Simple guidance and differentiation on where a Working Group makes sense, and does not
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- Clear understanding that no authority is vested in a Working Group
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- Ensure all future Working Groups conform with this process
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## Non-goals of the process
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- Documenting other governance bodies such as sub-projects or SIGs
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- Changing the status of existing Working Groups/SIGs/Sub-projects
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## Is it a Working Group? Yes, if...
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- It does not own any code
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- It has a clear goal measured through a specific deliverable or deliverables
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- It is temporary in nature and will be disbanded after reaching its stated goal(s)
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## Creation Process Description
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Working Group formation is less tightly-controlled than SIG formation since they:
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- Do not own code
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- Have a clear entry and exit criteria
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- Do not have any organizational authority, only influence
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Therefore, Working Group formation begins with the organizers asking themselves some important questions that
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should eventually be reflected in a pull request on sigs.yaml:
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1. What is the exact problem this group is trying to solve?
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1. What is the artifact that this group will deliver, and to whom?
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1. How does the group know when the problem solving process is completed, and it is time for the Working Group to
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dissolve?
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1. Who are all of the stakeholders involved in this problem this group is trying to solve (SIGs, steering committee,
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other Working Groups)?
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1. What are the meeting mechanics (frequency, duration, roles)?
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1. Does the goal of the Working Group represent the needs of the project as a whole, or is it focused on the interests
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of a narrow set of contributors or companies?
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1. Who will chair the group, and ensure it continues to meet these requirements?
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1. Is diversity well-represented in the Working Group?
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Once the above questions have been answered, the pull request against sigs.yaml can be created. Once the generator
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is run, this will in turn create the OWNERS_ALIASES file, readme files, and the main SIGs list. The minimum
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requirements for that are:
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- name
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- directory
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- mission statement
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- chair information
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- meeting information
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- contact methods
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- any sig stakeholders
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- any subproject stakeholders
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The pull request should be labeled with any SIG stakeholders and committee/steering. And since GitHub notifications
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are not a reliable means to contact people, an email should be sent to the mailing lists for the stakeholder SIGs,
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and the steering committee with a link to the PR. A member of the community admin team will place a /hold on it
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until it has an LGTM from at least one chair from each of the stakeholder SIGs, and a simple majority of the steering
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committee.
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Once merged, the Working Group is officially chartered until it either completes its stated goal, or disbands
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voluntarily (e.g. due to new facts, member attrition, change in direction, etc). Working groups should strive to
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make regular reports to stakeholder SIGs in order to ensure the mission is still aligned with the current state.
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Deliverables (documents, diagrams) for the group should be stored in the directory created for the Working Group.
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If the deliverable is a KEP, it would be helpful to link it in the closed formation/charter PR for future reference.
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## Disbandment Process Description
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Working Groups will be disbanded if either of the following is true:
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- There is no long a Chair
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- (with a 4 week grace period)
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- None of the communication channels for the Working Group have been in use for the goals outlined at the founding of
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the Working Group
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- (with a 3 month grace period)
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- Slack
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- Email Discussion Forum
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- Zoom
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The current Chair may step down at any time. When they do so, a new Chair may be selected through lazy consensus
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within the Working Group.
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References
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- [1] https://github.com/kubernetes/community/pull/1994
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- [2] https://groups.google.com/a/kubernetes.io/d/msg/steering/zEY93Swa_Ss/C0ziwjkGCQAJ
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[repository document]: https://github.com/kubernetes/community/blob/master/github-management/kubernetes-repositories.md

governance.md

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Working groups are documented in [sigs.yaml](sigs.yaml).
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See [working group governance] for more details about forming and disbanding Working
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Groups.
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## Committees
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Some topics, such as Security or Code of Conduct, require
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[sig charter process]: committee-steering/governance/README.md
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[short template]: committee-steering/governance/sig-governance-template-short.md
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[kubernetes repository guidelines]: kubernetes-repositories.md
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[working group governance]: committee-steering/governance/wg-governance.md
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