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 | 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 | ✓ | ✓ |
| 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 | ||
Project infrastructure initial setup | ✓ | ✓ |
| ✓ | ✓ | N/A | N/A | N/A |
| ||
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) | ✗ |
| ✓ | ✓ | ✓ | ✓ | N/A | More info at | ||
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 | ||
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 | ||
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 | ✓ | ✓ | ✗ |
|
| |
Project logo and colors | ✓ | ✓ |
| ✓ | ✓ | N/A | N/A | ✗ |
|
| |
Project video | ✓ | ✗ |
| ✓ | ✗ | ✓ | ✗ | ✗ |
|
| |
Shadow write marketing content | ✓ | ✗ |
| ✗ | ✗ | ✓ | ✗ | ✗ |
|
| |
Web properties registration | ✓ | ✗ |
| ✗ | ✗ | ✗ | ✗ | ✗ |
|
| |
| domain names | ✓ | ✗ |
| ✓ | ✗ | ✗ | ✗ | ✗ |
|
|
| twitter handles | ✓ | ✗ |
| ✓ | ✗ | ✗ | ✗ | ✗ |
|
|
| facebook page | ✗ | ✗ |
| ✗ | ✗ | ✗ | ✗ | ✗ |
|
|
Project award submissions | ✗ | ✗ |
| ✓ | ✓ | ✓ | ✓ | ✗ |
|
| |
Community building |
|
|
|
|
|
|
|
|
|
| |
Actively contribute features and bug fixes to the codebase | ✗ | ✗ |
| ✗ | ✗ | ✗ | ✗ | ✗ |
|
| |
Set up project collaboration board | ✓ | ✗ |
| ✓ | ✗ | ✓ | ✗ | ✗ |
|
| |
Member reach out | ✓ | ✓ |
| ✓ | ✓ | ✓ | ✓ | ✗ |
|
| |
Requirement to present progress (after focus) to Board of Directors | ✓ | ✗ |
| ✓ | ✗ | ✓ | ✗ | ✗ |
|
| |
Roadmap construction support | ✓ | ✗ |
| ✓ | ✗ | ✓ | ✗ | ✗ |
|
| |
Versioning, backward compatibility advisory | ✓ | ✗ |
| ✓ | ✗ | ✓ | ✗ | ✗ |
|
| |
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) | ✓ | ✗ |
| ✓ | ✗ | ✓ | ✓ | N/A |
|
| |
FINOS attendance at project meetings | ✓ | ✓ |
| ✓ | ✓ | ✓ | ✓ | N/A |
|
| |
Quarterly Status reports | ✗ | ✗ |
| ✗ | ✗ | ✗ | ✗ | N/A | To be completed before end of H1: | ||
Internal stakeholder management | ✗ | ✗ |
| ✗ | ✗ | ✗ | ✗ | N/A |
|
| |
FINOS Governance compliance (e.g. transparent decision making, agendas, votes, lifecycle transitions, etc.) | ✓ | ✗ |
| ✓ | ✗ | ✓ | ✗ | N/A |
|
| |