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  1. Open Source license compliance guide
    • Objective: Provide concise, accessible information about the basic compliance requirements of common open source licenses across use cases.
    • Status: First draft complete.
    • Milestones:
      • 1/18 Circulate to external experts and individual OSR participants
      • 1/31 Complete review by external commentators and OSR participants
      • 1/31 - 2/28 Resolve outstanding issues
      • 2/28 Publish v0.1 as open source project
  2. Open Source Readiness Assessment

    • Objective: Evaluate and report on member readiness. Provide input into future OSR objectives.
    • Status: Developing initial questionnaire.
    • Milestones:
      • 2/28 Finalize survey questions
      • 3/30 Complete initial member surveys
      • 5/31 Produce readiness scorecards and roadmaps for each participating FINOS member
      • 7/31 Open assessment to wider participation
      • 9/15 Publish industry-wide analysis
  3. OSR working group
    • Objective: Provide timely presentations and discussions on readiness topics relevant to participants.
    • Status: Still in initial stages of planning topics.
    • Scheduled:
      • 1/16 Kate Vershov: open source licenses - detailed overview (complete)
      • 1/30 License compliance guide review & discussion
      • 2/13 Open source compliance training discussion
      • 3/13 Andrew Hall - overview of products for open source license compliance
    • To be scheduled:
      • Case Study: Innersource
      • Case Study: Technical architecture of an open source review process
  4. Open Source Readiness Focus Groups
    • Objective: intensive 4- to 8-hour open source readiness sessions with FINOS members in London and New York to work through practical open source readiness challenges.
    • Status: Scheduling first (London) focus group
    • Milestones (all dates approximate):
      • 3/15 TBC New York focus group
      • 5/2 London focus group
      • 10/1 H2 - TBC New York focus group
      • 12/1 H2 - TBC London focus group
  5. Open Source Strategy Roundtable - Capital Markets
    • Objective: Identify shared development objectives to mutualize costs.
    • Status: Identifying topic & participants for first roundtable.
    • Milestones:
      • 3/30 Roundtable complete
      • 5/1 Report and recommendations published
  6. Innersource Pilot Roadmap
    • Objective: Publish roadmap and resources for running an innersourcing pilot program within a bank.
    • Status: Developing requirements.