Project Support Guidelines

The following table provides details of support the FINOS team provides to FINOS projects during different project lifecycle stages. You can find more information on lifecycles and lifecycle criteria here. Focus projects are agreed with the FINOS board on a quarterly basis. If you have any questions or feedback about the information below please email info@finos.org.

 

 

Formation (Focus)

Formation (Non Focus)

 

Incubating (Focus)

Incubating (Non Focus)

Active (Focus)

Active
(Non Focus)

Archived

Notes (and work to be done)

Issue URL

Legal

 

 

 

 

 

 

 

 

 

 

CCLA assistance and administration

 

 

 

Contribution fitness analysis

 

N/A

N/A

N/A

N/A

N/A

 

 

Contribution legal buy-in consultancy


(as needed)


(1h)

 

N/A

N/A

N/A

N/A

N/A

 

 

Project naming and trademarking

 

 

 

Infrastructure support

 

 

 

 

 

 

 

 

 

 

Initial License scanning (at contribution time)

 

N/A

N/A

N/A

N/A

N/A

 

 

Continuous license scanning (on commits and PRs)

 

Feature not currently offered in ODP

30

Project infrastructure initial setup

 

N/A

N/A

N/A

More info at https://finosfoundation.atlassian.net/wiki/spaces/FDX/pages/75530554/Project+Collaboration+on+Github#ProjectCollaborationonGithub-FINOSProjectblueprint

 

Github roster management (authentication and authorization)

On exception basis (i.e., Pilot)

 

We have a https://finosfoundation.atlassian.net/wiki/spaces/FDX/pages/75530554/Project+Collaboration+on+Github#ProjectCollaborationonGithub-AccessControl to delegate this, but requires cleanup of existing repos permissions

Email lists roster management

 

This will be delegated once we migrate off google groups

 

Atlassian/Confluence roster management

 

Goal is to move out of confluence so new Projects should be fully set up on github

 

CI setup support by FINOS Team

On exception basis (i.e., Pilot)

 









N/A

More info at https://finosfoundation.atlassian.net/wiki/spaces/FDX/pages/75530342/Continuous+Integration

 

CD setup support by FINOS Team

On exception basis (e.g. Pilot)

 

On exception basis

On exception basis

On exception basis

On exception basis

More info at https://finosfoundation.atlassian.net/wiki/spaces/FDX/pages/75727050/Continuous+Delivery

 

Project docs site setup

On exception basis (i.e., Pilot)

 


(via Project Blueprint )


(via Project Blueprint )


(via Project Blueprint )


(via Project Blueprint )

N/A

More info at
https://finosfoundation.atlassian.net/wiki/spaces/FDX/pages/75530469/Project+documentation

105

Ongoing vulnerability scanning

 

N/A

Need to complete roll-out throughout project portfolio. More info at https://finosfoundation.atlassian.net/wiki/spaces/FDX/pages/1129283585/WhiteSource+for+GitHub.com

108

Code / Docs Release Process configuration

On exception basis (e.g. Pilot)

 





N/A

More info at https://finosfoundation.atlassian.net/wiki/spaces/FDX/pages/75530342/Continuous+Integration

 

Project Marketing

 

 

 

 

 

 

 

 

 

 

Project docs (microsite) information architecture and content

 

On exception basis

 

 

Contribution announcement in newsletter

 

N/A

N/A

N/A

 

 

New releases announcement in newsletter

 

Process / Automation for FINOS team to know about all releases

109

Pre/New contribution press release

At FINOS discretion

At FINOS discretion

 

At FINOS discretion

At FINOS discretion

N/A

N/A

N/A

 

 

Project focused meetup / roundtable / webinar / coding event

 

Requires project team leading the effort

 

Project blogs

 

Required project team to write blog post

 

Project case study

 

N/A

N/A

 

 

Project flyer

 

N/A


(on request)

 

 

Project logo and colors


(on request)

 


(on request)

N/A

N/A

 

 

Project video


(on request)

 


(on request)


(on request)

 

 

Shadow write marketing content


(On exception basis)

 


(On exception basis)

 

 

Web properties registration

 

 

 

 

domain names


(if trade
marked)

 

 

 

 

twitter handles

 


(on request, as needed)

 

 

 

facebook page

 

 

 

Project award submissions

 


(discretionary)


(discretionary)


(discretionary)


(discretionary)

 

 

Community building

 

 

 

 

 

 

 

 

 

 

Actively contribute features and bug fixes to the codebase

 

 

 

Set up project collaboration board

 

 

 

Member reach out


(Proactive)


(Digest)

 


(Proactive)


(Digest)


(Proactive)


(Digest)

 

 

Requirement to present progress (after focus) to Board of Directors

 

 

 

Roadmap construction support

 

 

 

Versioning, backward compatibility advisory

 


(initial assistance)

 

 

Community building strategy ("good first issues", what events to run, other tactics to grow community)

 

N/A

 

 

Project Management

 

 

 

 

 

 

 

 

 

 

Contribution viability analysis

 

N/A

 

 

Active project management to achieve contribution

 

N/A

 

 

Product management (active task management, prioritization, release planning, etc)

 

N/A

 

 

Project Meetings support (own invites, minutes, etc)


On exception basis

 


On exception basis


On exception basis

N/A

 

 

FINOS attendance at project meetings

 

N/A

 

 

Quarterly Status reports
(starting H2 2020)

 

N/A

To be completed before end of H1:
Merge program health checks into lifecycle criteria
Quarterly (one month before Board meeting) automated project reports based on consolidated criteria

106

Internal stakeholder management

 

N/A

 

 

FINOS Governance compliance (e.g. transparent decision making, agendas, votes, lifecycle transitions, etc.)

 

N/A