Re: Another cut at roles and responsibilities

2003-09-25 Thread Berin Lautenbach
Cliff,

Just saw your updates.  Many thanks indeed!  Allowed me to be lazy :.

Have also added something around your comment, echoed by Nicola, around 
the Shepherd not being an initial committer, but having CVS access for 
administrative purposes.

Cheers,
Berin
Cliff Schmidt wrote:
On Wednesday, September 24, 2003 5:23 AM, Berin Lautenbach wrote:


Cliff,

Firstly - thanks for all the thoughts.  Great stuff!  (I think. 
Grumble grumble, more work, mutter mutter :)

You are more than welcome to update anything in the document you so
desire.  However that's not a hint - am happy to (and will tomorrow)
take all this on board and make the changes.


Berin, I'd be happy to make the changes myself.  I just didn't want
to intrude on the document since I had not been as involved as you
and Stephen recently.  However, now that I've gotten reactions from 
both of you on it, I'll take care of making the changes that you both
agreed with.

I'll take care of it within a couple hours.

Cliff

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Re: Another cut at roles and responsibilities

2003-09-24 Thread Nicola Ken Barozzi
Berin Lautenbach wrote:
From: Noel J. Bergman [EMAIL PROTECTED]

It's about having an elder shepherd mentoring the main shepherd, and
possibly requiring at least two people helping in Incubation.

As someone who has seen multiple incubations, you feel that there is an
expertise related to incubation held by people who have devoted time to
going through this process previously, and you would like to see that
expertise leveraged for the benefit of the podling and the ASF.  If the
Incubator PMC feels, in the course of exercising its duties, that more than
oversight is necessary in a given instance, e.g., that the Shephard could
use some help, there is nothing that prevents the Incubator PMC from taking
that, or other, action to help out.  It is just less formal.
Berin, does that reflect your intent?
Yes it does indeed reflect my original intent.
You are reading my mind :.
I get it too now ;-)

So, having read the other e-mails, it seems to me
that we can take the same approach as with the
sponsor.  This is an important potential role,
but one that is not formally locked into the
processes and procedures.
So under the Incubator PMC section, I can (and
will) add some text around for particularly
complex incubations, or in cases where the
Shepherd needs assistance, the Incubator PMC may
choose to provide assistance, possibly through
assigning another experienced Shepherd
to assist in the process - or something similar
and better worded.
Let me know if there are any objections, but I
believe that this is a good way forward.
+1

Thanks guys, this thing is finally moving big time! :-D

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RE: Another cut at roles and responsibilities

2003-09-24 Thread Cliff Schmidt
On Tuesday, September 23, 2003 5:29 AM, Berin Lautenbach wrote:

 Would be great if you could have a read through the new version of
 
 http://nagoya.apache.org/wiki/apachewiki.cgi?IncubatorMussings

I also think this is a very well-written and extremely useful document.  
Below are a few notes/questions I had, many of them fairly small, but 
some might be worth considering before the document goes final.  I also 
just made minor grammatical fixes to the Wiki page (no changes of 
substance).  Thanks to Berin / Stephen for all the work in putting this 
together.  If any of these notes are straight-forward enough to be 
applied to the doc, I'd be happy to help with that if you need it.

Thanks,
Cliff

NOTES
--
*  Starting with the last sentence in the first paragraph of the
Establishment section, the draft begins to address the people involved
in the candidate project, but there are large sections of the document
that are not addressing anyone and just describing the process (probably
related to the fact that the document has multiple authors).  If this
document is meant to address people of all roles, I suggest removing
the instances of you and your.

* How does one, who isn't familiar with Apache, find a Sponsor?  One 
extreme would be to set up a mailing list like looking-for-a-sponsor at
apache.org that would be subscribed by all members/officer who would be
willing to consider taking such a role.  The other extreme is to leave
it to the individual to figure it out (if they really care they'll find
a way).  However, without a list, I think links [1][2] should be included 
to at least let the proposer discover who is even authorized to be a 
Sponsor.  Incidentally, I found my sponsor (Steven Noels) when we were
both speaking at XML Europe 2003, otherwise I didn't know anyone here
(actually I did, but I didn't know it at the time).

* Either in the Establishment section, or the Sponsor section, it might 
be worth noting that the Sponsor can help those behind a potential 
candidate project understand the general Apache Way before even 
proposing the project and possibly wasting everyone's time.  While we
would rarely want to encourage private conversations, I think private 
consultation between a neophyte proposer and the Sponsor may be in 
everyone's best interests.  Of course, this will be less important as
we have more good docs like this one. ;-)

* If this doc is meant to be read by a new proposer, some of the 
references to relevant mailing lists and either pmc@ or board@ may
need to be spelled out a little more somewhere.  Maybe an appendix
of useful mailing lists?

* In the Sponsor and Candidate sections, it states that the Sponsor 
presents the Candidate's proposal to the Sponsoring Entity.  Does this 
mean that someone behind the proposal will not be the one sending 
out the first public proposal to [EMAIL PROTECTED] entity} and cc'ing 
Incubator?  Or does this just mean that the Sponsor will be standing
by to help moderate the discussion/explain things that the initial 
proposers cannot?  

* Should a proposal template be attached to this document (another 
appendix)?  XMLBeans used the Jakarta new subproject guidelines [3] 
as a template, because I'd seen others use it, but I don't think it 
has been an official practice.  Seems like it could be a helpful thing
to formalize.

* In either the Sponsoring Entity section or Shepherd section, I would
consider explicitly stating that another responsibility/good reason
for the involvement of the TLP Sponsoring Entity (not the board or 
Incubator PMC) is to educate the Candidate about practices specific to
the sponsoring TLP, and about other subprojects that could relate to 
the Candidate.

* Since the doc spells out the roles so clearly, I would replace the
first instance of Apache Administration with ASF Secretary and the
second instance with ASF Infrastructure team.

* On acceptance of a candidate project, the assigned Shepherd and 
nominated Sponsor shall be added to the set of committers for the 
duration of the incubation process.  Does this mean that these two
are removed from being committers on the project once it escalates?
Also, the general idea of automatically giving specific people
committership seems somewhat contrary to a meritocracy.  I actually
don't think this is a bad idea; it just seems a little messy and 
somewhat inconsistent.

* keep your Shepherd informed and Sponsor...in-the-loop  We may 
want to say this can be greatly aided by conducting business on the 
-dev list, which can be monitored by these two.  I would think most 
of what a Shepherd needs to report can be determined by looking at 
the -dev list.


[1] http://www.apache.org/foundation/members.html
[2] http://www.apache.org/foundation/index.html
[3] http://jakarta.apache.org/site/newproject.html

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Re: Another cut at roles and responsibilities

2003-09-24 Thread Berin Lautenbach
Cliff,

Firstly - thanks for all the thoughts.  Great stuff!  (I think.  Grumble 
grumble, more work, mutter mutter :)

You are more than welcome to update anything in the document you so 
desire.  However that's not a hint - am happy to (and will tomorrow) 
take all this on board and make the changes.

Before I do, some thoughts on your notes, so that people can see what 
I'm going to do.

Cliff Schmidt wrote:

NOTES
--
*  Starting with the last sentence in the first paragraph of the
Establishment section, the draft begins to address the people involved
in the candidate project, but there are large sections of the document
that are not addressing anyone and just describing the process (probably
related to the fact that the document has multiple authors).  If this
document is meant to address people of all roles, I suggest removing
the instances of you and your.
I see this document as a non-normative what you need to do document. 
So I think it is appropriate to address it as a document to a proposer 
(i.e. you and your).  This is what you are going to go through.

The normative policy document on the other hand would be more formal, 
and use the RFC (can't remember number) that defines policy terms such 
as SHALL, WILL, WOULD etc.  This would not be addressed to a person.

On the web site, the first part of the document would be the 
description, linking off to other documents.  The 
roles-and-resposibilities might be less you/your and would be on a 
separate page.

Does that sound fair?

* How does one, who isn't familiar with Apache, find a Sponsor?  One 
extreme would be to set up a mailing list like looking-for-a-sponsor at
apache.org that would be subscribed by all members/officer who would be
willing to consider taking such a role.  The other extreme is to leave
it to the individual to figure it out (if they really care they'll find
a way).  However, without a list, I think links [1][2] should be included 
to at least let the proposer discover who is even authorized to be a 
Sponsor.  Incidentally, I found my sponsor (Steven Noels) when we were
both speaking at XML Europe 2003, otherwise I didn't know anyone here
(actually I did, but I didn't know it at the time).
Good thought.  I will add something in.  Those two links are a great 
start, and I might also put something about finding a project that looks 
to be related (e.g. XML and Jakarta for XMLBeans) and subscribing to the 
general@ lists as a lurker for a period of time to see how things work.

* Either in the Establishment section, or the Sponsor section, it might 
be worth noting that the Sponsor can help those behind a potential 
candidate project understand the general Apache Way before even 
proposing the project and possibly wasting everyone's time.  While we
would rarely want to encourage private conversations, I think private 
consultation between a neophyte proposer and the Sponsor may be in 
everyone's best interests.  Of course, this will be less important as
we have more good docs like this one. ;-)
Yes.  Very good point.  The whole reason for Incubation is the Apache 
Way, so it's better to ensure people find out what this is early and 
what it might mean.  This is especially useful in a document like this 
that is supposed to be an informal guide to prospecitve incubees.

* If this doc is meant to be read by a new proposer, some of the 
references to relevant mailing lists and either pmc@ or board@ may
need to be spelled out a little more somewhere.  Maybe an appendix
of useful mailing lists?
GRIN.  Yes it is a bit cryptic isn't it.

* In the Sponsor and Candidate sections, it states that the Sponsor 
presents the Candidate's proposal to the Sponsoring Entity.  Does this 
mean that someone behind the proposal will not be the one sending 
out the first public proposal to [EMAIL PROTECTED] entity} and cc'ing 
Incubator?  Or does this just mean that the Sponsor will be standing
by to help moderate the discussion/explain things that the initial 
proposers cannot?  
No, it was supposed to mean that the Sponsor is there to help (your 
second definition).  I will clean up.

* Should a proposal template be attached to this document (another 
appendix)?  XMLBeans used the Jakarta new subproject guidelines [3] 
as a template, because I'd seen others use it, but I don't think it 
has been an official practice.  Seems like it could be a helpful thing
to formalize.
For now, a link to the Jakarta guidelines seems sensible, until we have 
had an opportunity to plagiarise it into an Incubator document :.

* In either the Sponsoring Entity section or Shepherd section, I would
consider explicitly stating that another responsibility/good reason
for the involvement of the TLP Sponsoring Entity (not the board or 
Incubator PMC) is to educate the Candidate about practices specific to
the sponsoring TLP, and about other subprojects that could relate to 
the Candidate.
Yup.  Will do.

* Since the doc spells out the roles so clearly, I would replace 

RE: Another cut at roles and responsibilities

2003-09-24 Thread Cliff Schmidt
On Wednesday, September 24, 2003 5:23 AM, Berin Lautenbach wrote:

 Cliff,
 
 Firstly - thanks for all the thoughts.  Great stuff!  (I think. 
 Grumble grumble, more work, mutter mutter :)
 
 You are more than welcome to update anything in the document you so
 desire.  However that's not a hint - am happy to (and will tomorrow)
 take all this on board and make the changes.

Berin, I'd be happy to make the changes myself.  I just didn't want
to intrude on the document since I had not been as involved as you
and Stephen recently.  However, now that I've gotten reactions from 
both of you on it, I'll take care of making the changes that you both
agreed with.

I'll take care of it within a couple hours.

Cliff

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Re: Another cut at roles and responsibilities

2003-09-24 Thread Berin Lautenbach
 From: Nicola Ken Barozzi [EMAIL PROTECTED]

 Sometimes a sponsor or a shepherd has to act fast and remove from CVS 
 things that are not correct, like licensing. Or simply to give a hand, 
 always about incubation things.
 
 I don't find it inconsistent with meritrocracy, as they should be 
 committers only to things that regard the incubation, not for general 
 programming. What I mean is that they have commit access but are not 
 listed /automatically/ as developer, nor can vote on project matters.
 
 If the project is new though, like Geronimo, it's a different matter, as 
 they can be the start of the community, not outside helpers.

OK - so I think we just need to word something
that makes it clear the Shepherd gets CVS access,
but this is for Shepherd duties only.  The
Shepherd, just like anyone else, needs to earn
the right to be able to generall submit code to 
the CVS.

Cheers,
Berin



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RE: Another cut at roles and responsibilities

2003-09-23 Thread Noel J. Bergman
 I hope that the policies, procedures, responsibilities, and 
 ultimate accountabilities, will have a tangible and net-
 positive impact on the overall development of the Apache Community.

:-)

--- Noel

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Re: Another cut at roles and responsibilities

2003-09-23 Thread Berin Lautenbach
 From: Stephen McConnell [EMAIL PROTECTED]

 I think that Berin and I are aiming at the same objective and have very 
 similar motives.  I happen to think that we can leverage and utilize the 
 contribution of Berin's process by analysing his concers and underlying 
 interests and drawing from that the essence that is intrinsically 
 important to policy, while preserving, and maintain the liberty he is 
 persuing.  

Absolutely agree with all of the above.

I think :.

 I remain confident that Berin will be more than happy to 
 share a , Fosters, Southark (?), Redback, or (that other one that I 
 cannot remember) should the opportunity arise.

GRIN.  Absolutely.  And probably more than 1.

Cheers,
 Berin


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Re: Another cut at roles and responsibilities

2003-09-23 Thread Berin Lautenbach
Stephen McConnell wrote:

Thus you have the shepherd appointed by the sponsor PMC, but being 
bound by the Incubator PMC
rules and regs.  (And I would imagine the incubator
would need to agree the choice.)

Which does not work in practice (with respect to current policy).
The Icubator PMC has been charged with the responsiblity of incubation.  
We have to give them the opportunity to do this.  Your PMC, my PMC, 
neither are charged with this responsibility. All we can do it is 
establish a framework that ensures the integrity of the transition.
Thought I would just pick up on this one.  This is what we did for 
XMLBeans.  Ted (as a member of the XML PMC) volunteered to take on the 
shepherd role and the Incubator agreed.

Personally I like this approach.  Ted keeps using the term 
infrastructure tax.  I see this as similar.  We want something - we do 
the work to make it happen.

In other cases, the Incubator PMC (or the board) might be the sponsoring 
entity (parent?).  In these cases, the shepherd might be nominated from 
the Incubator PMC or from elsewhere.

The key oversite from the Incubator is (to my mind) and independant 
review of what is happening.  If the incubator also has to find people 
willing to shepherd each candidate as it comes along, we risk never 
finding willing shepherds.

Does that sound fair?

Yes - providing we give the Incuabtor PMC due responsibility and ... we 
ensure that the policies and procedures protect us from potential absuse 
or neglect of said responsibilites by said PMC.
I think we are - in the form of oversite and directions of actions taken 
by shepherds.

Cheers,
Berin
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Re: Another cut at roles and responsibilities

2003-09-23 Thread Berin Lautenbach
Nicola Ken Barozzi wrote:

An incubation needs someone that actively nutrures the community, pushes 
the agenda and reports to the PMC of which he is part.
I call him the sponsor.

We also need someone that is knowlegable of how the Incubator works and 
that reports to the Incubator PMC.
I call him the shepherd.
Would be great if you could have a read through the new version of

http://nagoya.apache.org/wiki/apachewiki.cgi?IncubatorMussings

I'm hoping that it is something that will work.  I've actually got it 
such that the Shepherd reports to both.  The Sponsor is someone who 
helps out everywhere, but has no *formal* responsibility.

Otherwise there are a whole lot of people formally responsibly for a 
whole lot of things and it could get messy.

Cheers,
Berin
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Re: Another cut at roles and responsibilities

2003-09-23 Thread Steven Noels
Nicola Ken Barozzi wrote:

It's about having an elder shepherd mentoring the main shepherd, and 
possibly requiring at least two people helping in Incubation.

What do others think about this?
Over-regulation.

/Steven
--
Steven Noelshttp://outerthought.org/
Outerthought - Open Source Java  XMLAn Orixo Member
Read my weblog athttp://blogs.cocoondev.org/stevenn/
stevenn at outerthought.orgstevenn at apache.org
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Re: Another cut at roles and responsibilities

2003-09-23 Thread Stephen McConnell


Berin Lautenbach wrote:

Would be great if you could have a read through the new version of

http://nagoya.apache.org/wiki/apachewiki.cgi?IncubatorMussings


Its looking good. 

One point concerning the description of the Sponsoring Entity.  I 
currently includes a sub-heading Responsibilities of the Sponsoring 
Entity.  The content is basically describing responsibilities of the 
Shepherd.  It would read better if this section were removed and the 
respective responsibilities integrated with the definition of Shepherd.

Steve.

--

Stephen J. McConnell
mailto:[EMAIL PROTECTED]


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Re: Re: Another cut at roles and responsibilities

2003-09-23 Thread Berin Lautenbach
 From: Stephen McConnell [EMAIL PROTECTED]

 One point concerning the description of the Sponsoring Entity.  I 
 currently includes a sub-heading Responsibilities of the Sponsoring 
 Entity.  The content is basically describing responsibilities of the 
 Shepherd.  It would read better if this section were removed and the 
 respective responsibilities integrated with the definition of Shepherd.

Ahh yes. Fair call :.

I will do so.

Cheers,
 Berin


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Re: Another cut at roles and responsibilities

2003-09-22 Thread Nicola Ken Barozzi
Berin Lautenbach wrote:
...
I have also very much de-emphasised the role of the sponsor.  From what 
I've seen, the key role post acceptance is the Shepherd.  If the Sponsor 
wishes to become the shepherd, then they retain the responsibilities, 
otherwise they can move onto other things, having convinced an 
appropriate body in the ASF to take on the candidate.
Hmmm, I don't like the idea that sponsors can simply walk away in 
incubation. It makes it easy to push for an idea and let others do the 
hard work.

If someone doesn't want to do the work, then in my book he's not a 
sponsor, as a sponsor gives something to get something, and in this case 
he's just advocating.

--
Nicola Ken Barozzi   [EMAIL PROTECTED]
- verba volant, scripta manent -
   (discussions get forgotten, just code remains)
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Re: Another cut at roles and responsibilities

2003-09-22 Thread Stephen McConnell
Berin:

Have just gone thought the changes.  I like the notion of the 
Sponsoring Entity at this addresses the entity into which a prodling 
is destined. Perhaps we could change the name to Parent.  I.e. if a 
cadidate aims to be top-level, its parent would be the Board.  If the 
project aims to enter into a project such as Avalon, the parent would be 
the Avalon PMC.

There are two areas of concern I have in the current text.

1.  Entities (Board, Parent, Incubator PMC) should not assigned actional
   responsibilities - only decision responsibility.  Actional reposibility
   should be assigned to roles that are represented by accountable
   individuals.  There were a couple of places in the document that
   needed to be tightened up in this respect.
2.  Shepherd versus Sponsor.  In you text you have a sheperd assigned by
   the Parent (Sponsoring Entity) combined with a shift of responsibilities
   from Sponsor to Shepherd.  I'm not keen on this.  I think that the
   Sheperd should be assigned by the Incubator PMC irrespective of the
   Parent and that the Shepherd role should be maintained as monitoring,
   operational support, validation and assessment. The Sponsor should not
   be a walk-away position - instead I would propose a much strong
   relationship.  A Sponsor should expect to stay with a project throught
   the incubation and if for any reasons the Sponsor cannot do this, the
   the Sponsor should notify the respective entities and facilitate the
   introduction of a replacement Sponsor.
My impression is that we are actually aiming towards the same thing but 
that what you thinking of as Sheperd is what I'm thinking of as 
Sponsor.  There are a few other little things but I thought it best to 
get these two items clarified first.

Stephen.

Berin Lautenbach wrote:

Peoples,

I have taken Stephen's page and attempted to integrate my 
understanding of the concept of a Sponsoring Entity (e.g. XML project 
in the case of XMLBeans).

This is all based on what I have seen during the course of the 
XMLBeans incubation startup.

Apologies for term *Sponsoring Entity*.  I couldn't come up with 
anything better on the spot.

I have also very much de-emphasised the role of the sponsor.  From 
what I've seen, the key role post acceptance is the Shepherd.  If the 
Sponsor wishes to become the shepherd, then they retain the 
responsibilities, otherwise they can move onto other things, having 
convinced an appropriate body in the ASF to take on the candidate.

Peoples - I am very happy to back these changes out, but I wanted to 
put continue the approach of having something concrete in place to 
help the discussion along.

Cheers,
Berin
Stephen McConnell wrote:

I have prepared a new page based on the oringal content that
Berin prepared. Here is a summary of the things I changed/added:
1. cleanup of the descriptions and terminaolgy
  (product/project/sub-project) etc.
2. simplification of the description of the pmc
  (complemented with addition process content)
3. sharpending the description of the scope of
  responsibility of the PMC chair
4. introduction of the notion of sponsor
5. harmonize content so that sponsor and shephard are
  complementary
6. introductory description of the process end-to-end
7. breakout of all roles in an equivalent format with
  identified responsibilities
http://nagoya.apache.org/wiki/apachewiki.cgi?IncubatorMussings

I would appreciated any feedback concerning content and suggestions 
on how we could proceed with migrating this to a structured set of 
policies and procedures that could be adopted by the Incubator PMC.

Cheers, Steve.



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--

Stephen J. McConnell
mailto:[EMAIL PROTECTED]


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RE: Another cut at roles and responsibilities

2003-09-22 Thread Noel J. Bergman
 I like the notion of the Sponsoring Entity at this addresses
 the entity into which a prodling is destined.

Apparently, the part that destination is an exit criteria hasn't resonated
with you.  Yes, it is helpful to have an idea up front, but not in the sense
where you took it, specifically:

 Perhaps we could change the name to Parent.
 if a cadidate aims to be top-level, its parent would be the Board.

IMO, the Board's involvement should not be required for an unproven podling.
That is the purpose of the Incubator PMC.  The Sponsor would be the ASF
Member/Officer who has sponsored the project.  Depending upon how many other
co-sponsors had been lined up, the Incubator PMC might be more or less
active in incubation to help fledge the new podling.

On the other hand ...

 If the project aims to enter into a project such as Avalon, the
 parent would be the Avalon PMC.

Then there should be no lack of people who ought to take an interest in
welcoming the hopefully-soon-to-be member of their TLP.  If that is NOT the
case, I would consider that a warning sign.

 2.  Shepherd versus Sponsor.

The names may be interfering with the roles.  One is the Incubator PMC
representative, who is most likely going to focus on what criteria needs to
be met to allow exit; the other is the person who is going to focus on the
positive aspects of Community building and project development, although may
be asked as and when necessary by the Incubator PMC to address an incubation
criteria issue.

 Shepherd role should be maintained as monitoring,
 operational support, validation and assessment.

That sounds about right, AIUI.

 The Sponsor should not be a walk-away position

The role seems better viewed as Sponsor/Mentor.  One should not be permitted
to do the former without being willing to be the latter.  The person could
delegate tasks, but would still be responsible, and would need to keep on
top of whatever tasks were delegated.  Ownership of responsibility needs to
be clear, and resident in that one person, not groups.

To make this concrete, if the James Project wanted to incubate something,
then either an ASF Member or Serge, our PMC Chair, would have to be the
responsible party.  Serge could delegate tasks, but cannot delegate
responsibility.

Please note: other than the very first item way up top (destination), I
don't believe that we are actually disagreeing.  Just clarifying.

--- Noel


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Re: Another cut at roles and responsibilities

2003-09-22 Thread Berin Lautenbach
Steve,

 From: Stephen McConnell [EMAIL PROTECTED]

 1.  Entities (Board, Parent, Incubator PMC) should not assigned actional
 responsibilities - only decision responsibility.  Actional reposibility
 should be assigned to roles that are represented by accountable
 individuals.  There were a couple of places in the document that
 needed to be tightened up in this respect.

Personally Not sure I fully agree with this,
having seen XMLBeans.  If the XML Project wants
to have the Incubator take on something on its
behalf, then there is a two way accountability.  I
fully believe that the XML Project has to take
some accountability for assisting the podling.
That accountability (in the case of XMLBeans) is
discharged by the Shepherd, who is a member of the
XML PMC, but can call on others in the XML project
for assistance at any time.

Otherwise this is throwing all the responsibility
back on a couple of people.  To me the whole
Apache concept is about community, so lets
demonstrate what that means to the podlings.

If Ted stops doing his role as Shepherd, then I
would see it as the responsibility of the XML
project to step in and find someone else.

 My impression is that we are actually aiming towards the same thing but 
 that what you thinking of as Sheperd is what I'm thinking of as 
 Sponsor.  There are a few other little things but I thought it best to 
 get these two items clarified first.
 

I think you are correct, that we are heading to
the same end, but I think it important to 
separate the sponsor of the original proposal
away from the incubation.

There are people who are visionaries.  I can see
why this is a great project and why it will be
a good fit for Apache.  They can help a
candidate sell a proposal to Apache.  Are they
necessarily the best person to help a project
through Incubation?  Not so sure.  To me, that's
what the very notion of a shepherd is - someone
who guards and protects the flock.  A shepherd
is not necessarily a great sponsor.  (Might be,
but I believe it's useful to split the two apart.)

Cheers,
 Berin

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Re: Another cut at roles and responsibilities

2003-09-22 Thread Stephen McConnell
Berin:

Have just read though your email and I feel that I have very strong 
empathy with the position your raising - but all the same I'm going to 
disagree with you!  I'm confident that if we were in a cafe down in the 
14e we would tie this up nicely in less that a couple of hours.  But 
that isn't the case so I'll try my best to present the issues I see in 
this email.

Zut ... Australia really is at the end of the earth relative to France!
(Zut translated into Australian is B* H***).
Berin Lautenbach wrote:

Steve,


From: Stephen McConnell [EMAIL PROTECTED]


1.  Entities (Board, Parent, Incubator PMC) should not assigned actional
   responsibilities - only decision responsibility.  Actional reposibility
   should be assigned to roles that are represented by accountable
   individuals.  There were a couple of places in the document that
   needed to be tightened up in this respect.
Personally Not sure I fully agree with this,
having seen XMLBeans.  If the XML Project wants
to have the Incubator take on something on its
behalf, then there is a two way accountability.  I
fully believe that the XML Project has to take
some accountability for assisting the podling.
That accountability (in the case of XMLBeans) is
discharged by the Shepherd, who is a member of the
XML PMC, but can call on others in the XML project
for assistance at any time.
Consider the following assertion.  The XML Project PMC, the Incubator 
PMC, the Avalon PMC, the Apache Board, ... all of these are basically 
dysfunctional entities when it comes down to doing something 
actionable.  These entities are only good for taking decisions (although 
I must confess that the Board does break this logic from time to time).  
Let me get to the point - the XML Project PMC can make a decision to 
sponsor something. In doing so the XML Project PMC Chair has a 
responsibility concerning the implementation of the decision of the 
PMC.  Now we all know that PMC chairs are gods, and as gods, they are 
surrounded by angels, and gods like playing golf, so gods, being 
responsible, delegate things to angels. Fortunately we can associate 
names with angels, we can hold them responsible and through them we hold 
the gods accountable.  What this means is that the XML Project is doing 
what you want - but me - as a outsider, I can point a finger at an angel 
and I can hey - this needs to be done - and you (angel) personally are 
responsible.  If that doesn't get done - I can go to god and say hey 
god, something is wrong - your angel isn't doing what he/she/it? should 
be doing and your responsible.  God gets kind of annoyed - goes to the 
council of angels (the XML Project PMC) and says - hey guys - we have a 
problem (meaning hey guys I have a problem).  God, using his immortal 
powers sends down another angel to fix the problem.

Have you ever seen the movie Dogma - at the end of the day *she* is 
responsible.

Bottom line - we are always dealing with individuals. The individual may 
change over time, but there is an individual that is responsible and 
therefore accountable.



Otherwise this is throwing all the responsibility
back on a couple of people.  To me the whole
Apache concept is about community, so lets
demonstrate what that means to the podlings.
If Ted stops doing his role as Shepherd, then I
would see it as the responsibility of the XML
project to step in and find someone else.
Small change in wording.  If Ted stops doing his role as Shepherd, then 
I would see it as the responsibility of the XML Project PMC Chair to 
step in and find someone else.

My impression is that we are actually aiming towards the same thing but 
that what you thinking of as Sheperd is what I'm thinking of as 
Sponsor.  There are a few other little things but I thought it best to 
get these two items clarified first.


I think you are correct, that we are heading to
the same end, but I think it important to 
separate the sponsor of the original proposal
away from the incubation.

There are people who are visionaries.  I can see
why this is a great project and why it will be
a good fit for Apache.  They can help a
candidate sell a proposal to Apache.  Are they
necessarily the best person to help a project
through Incubation?  Not so sure.  

Absolutely 100% agree. 

But hang in there for a moment and thing about separation of these 
roles.  One role A is about responsible representation and guidance 
with a engagement that is implicit for the duration of incubation - for 
better or worse.  Another role B is about vision, excitement, 
opportunity, enterprise.  What the policies and procedures of incubation 
need is A.  What the project needs initially and on re-occurring 
occasions is a brilliant B.  But B is not the subject of concern of 
an incubation policy.  I think A needs to be on the PMC and to 
represent the project and I think B needs to in the public face making 
sure that the value proposition is communicated.  Tying B to a set of 
policies and 

Re: Another cut at roles and responsibilities

2003-09-22 Thread Stephen McConnell
Stephen McConnell wrote:

Small change in wording.  If Ted stops doing his role as Shepherd, 
then I would see it as the responsibility of the XML Project PMC 
Chair to step in and find someone else.


Wooop - a compound correction to an otherwise perfect composition:

  If Ted stops doing his role as Shepherd, then I would see it as the
  responsibility of the Incubator PMC Chair to step in and find someone
  else.
or, ...

  If Ted stops doing his role as Sponsor, then I would see it as the
  responsibility of the Parent to step in and find someone else.
Cheers, Steve.

--

Stephen J. McConnell
mailto:[EMAIL PROTECTED]


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Re: Another cut at roles and responsibilities

2003-09-22 Thread Stephen McConnell


Berin Lautenbach wrote:

Steve,

Not actually sure we are disagreeing.  Let me
just add some thoughts and see where we get to...
 

Zut ... Australia really is at the end of the earth relative to France!
(Zut translated into Australian is B* H***).
   

GRIN.  Tell me about it.  The time zones are
playing havoc with me.
 

Bottom line - we are always dealing with individuals. The individual may 
change over time, but there is an individual that is responsible and 
therefore accountable.
   

Yes I'd agree with this.  (And yes I did see
Dogma :).
But.  (see below)

 

Otherwise this is throwing all the responsibility
back on a couple of people.  To me the whole
Apache concept is about community, so lets
demonstrate what that means to the podlings.
If Ted stops doing his role as Shepherd, then I
would see it as the responsibility of the XML
project to step in and find someone else.
 

Small change in wording.  If Ted stops doing his role as Shepherd, then 
I would see it as the responsibility of the XML Project PMC Chair to 
step in and find someone else.
   

Yes - that I can live with (and even agree 
with :), as it fits with the responsibility of 
the chair to the board.

But to me, that makes the XML PMC chair ultimately
accountable.  If I'm the CEO of an organisation
(I wish), I delegate responsibility for overall
marketting to a given area.  However, if that
delegation fails, it is myself that is held
accountable to the board.
So the company as a whole looks to the marketting
department to action what is necessary, but when
it all fouls up the CEO holds the can.
I suspect we might be violently agreeing?

So far ... yes!

 

My impression is that we are actually aiming towards the same thing but 
that what you thinking of as Sheperd is what I'm thinking of as 
Sponsor.  There are a few other little things but I thought it best to 
get these two items clarified first.

   

I think you are correct, that we are heading to
the same end, but I think it important to 
separate the sponsor of the original proposal
away from the incubation.

There are people who are visionaries.  I can see
why this is a great project and why it will be
a good fit for Apache.  They can help a
candidate sell a proposal to Apache.  Are they
necessarily the best person to help a project
through Incubation?  Not so sure.  

 

Absolutely 100% agree. 

But hang in there for a moment and thing about separation of these 
roles.  One role A is about responsible representation and guidance 
with a engagement that is implicit for the duration of incubation - for 
better or worse.  Another role B is about vision, excitement, 
opportunity, enterprise.  What the policies and procedures of incubation 
need is A.  What the project needs initially and on re-occurring 
occasions is a brilliant B.  But B is not the subject of concern of 
an incubation policy.  I think A needs to be on the PMC and to 
represent the project and I think B needs to in the public face making 
sure that the value proposition is communicated.  Tying B to a set of 
policies and procedures is the last thing you want.  But it does mean 
you need to establish an A for the long haul.

   

Yes - I agree with this.  Particularly on not tying
B to the policies and procedures.  Keep this as
fluid as possible.
 

We are on sync on this!

:-)

That's what I tried to do in removing
responsibility on Sponsor in the document, but
with the actual intent of your paragraph below
where you substitue sponsor with shepherd.
 

A == Respected and Recognized Sponsor
B == Director of Marketing
   

To me, that's what the very notion of a shepherd is - someone
who guards and protects the flock.  
 

Substitute you idea of Shepard for Sponsor.  Assume you have a Marketing 
Director in the wings and that you[r] Sponsor and Marketing Directory are 
secretly working together on a plan titled 72 hour Incubator Exit 
Strategy.  Also assume that the Shepherd is the one to overcome (kind 
of like a VC Investor).  He has final say - do you get the green light 
or not - so everything your Sponsor and your Marking Director do is to 
move the Shepherd along the path you would like.  If you do this right - 
you have the ingredients backing you (a good project with a clean 
profile) then getting passed the Shepherd should not be a problem.  Keep 
in mind that Shepherds are simple minded people that know a lot about 
sheep but don't know anything about what sheep actually think. Also keep 
in mind that the Shepherd can kill the sheep with reasonable cause. But 
if you have a Marketing Manager in the wings - and if the project is OK 
- you exit, the Shepherd gets sent home with a pat on the back and a 
round of cheese - and the sheep run around looking happy and content - 
the Marketing Manager drives off looking or a new challenge, and you 
lean back in you chair, look at the screen, smile, and say to yourself 
 it works.

   

I *think* this is what I was trying to do, but I

RE: Another cut at roles and responsibilities

2003-09-22 Thread Noel J. Bergman
 if this relates to an actionable issue - could you be a touch more
 specific as to the action.

Actually, at this point I think that discussion has converged, a consensus
appears to have emerged, and since Berin has taken a lead on coalescing this
material, I think it makes sense to give him (and the Incubator PMC) time to
pull it together.

--- Noel


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RE: Another cut at roles and responsibilities

2003-09-22 Thread Noel J. Bergman
Once I got past some of your phrasing, which I consider somewhat
injudiciously selected considering your likely audience,

 Hang on a tick - I have to look this one up!

LOL

Well, for a start, referring to every decision making body as dysfunctional
wasn't the wisest course of action in my view.  :-)  Your point that things
work better if after a consensus is reached, responsibility is vested in
individuals is valid, but too easily lost in the response that people have
to the expression.  And yes, I realize that you didn't quite say it that
way, but when people react reflexively, it is a difference without a
distinction.

--- Noel


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RE: Another cut at roles and responsibilities

2003-09-22 Thread Noel J. Bergman
 Think of this entire process as the establishment of a set of imutable
 procedures that will protect us from the breakdown of their system.

Things don't work that way, Stephen.  People don't.  Especially the kind of
people who participate here.  This is not a community of bureaucrats.  As
underspecified as the process may have been, you are engaging in vast
overengineering.  We will do far, far better with a clear set of guidelines
that people can understand and are willing to implement, than a legal tome.

We have multiple parties to provide oversight, and means to correct
problems.  The Incubator PMC, Sponsor, other members, the podling itself,
the Community at large ... any one of them is capable of noticing and
raising an issue to be addressed.

That is the nice thing about a community of intelligent life forms.  You
don't have to program them.

--- Noel


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Re: Another cut at roles and responsibilities

2003-09-22 Thread Stephen McConnell
Noel J. Bergman wrote:

Think of this entire process as the establishment of a set of imutable
procedures that will protect us from the breakdown of their system.
   

Things don't work that way, Stephen.  People don't.  Especially the kind of
people who participate here.  This is not a community of bureaucrats.  As
underspecified as the process may have been, you are engaging in vast
overengineering.  We will do far, far better with a clear set of guidelines
that people can understand and are willing to implement, than a legal tome.
If there is overengineering I need specific in order to address the concern.

We have multiple parties to provide oversight, and means to correct
problems.  The Incubator PMC, Sponsor, other members, the podling itself,
the Community at large ... any one of them is capable of noticing and
raising an issue to be addressed.
And aach capable of assuming that the other is undertaking the 
responsibility. Each negligent in assuring oversight, each justified in 
claiming non-culpability.  You and I have very different views here 
(which is ok).   I view the incubator as an emergent entity within 
Apache - an entity that is clearly in need of a framework, a framework that:

 (a) protect itself from itself
 (b) establishes concrete rules
 (c) establish accountability
 (d) is robust
Such a framework has to be embedded in policies and procedures.

Please consider me as the anti-christ.  If I jump in on this list and 
within a few posts manage to change proposed structural policy - all it 
means is that the policy does not exist.  I am simply manipulating the 
status quo.  Make the assumption that I am here to corrupt, to 
circumvent, to manipulate - then ask yourself the question ... what 
framework do you have in place today to protect youself and the 
community you represent? 

Today the incubator is for all purposes is defenseless. 

Hopefully this will change with the establishment and adoption of 
concrete set of policies and procedures.  Now make another assumption .. 
Steve is about to enter into an incubation, and Steve does not have the 
spare-time to to deal with indecision, lack of accountability, nor 
political ineptitude, and as such Steve will go out of his way to close 
every gap and loophole to ensure that a rapid and successful exit from 
this process is all but assured.

Was that sufficiently politically correct or should I be more subtle and 
rephrase something?

Cheers, Steve.

-- mailto:[EMAIL PROTECTED]

Stephen J. McConnell





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Re: Another cut at roles and responsibilities

2003-09-22 Thread Stephen McConnell


Noel J. Bergman wrote:

Once I got past some of your phrasing, which I consider somewhat
injudiciously selected considering your likely audience,
 

 

Hang on a tick - I have to look this one up!
   

LOL

Well, for a start, referring to every decision making body as dysfunctional
wasn't the wisest course of action in my view.  :-)  

Well, I thought about this.  I could have gone for the Presidency, but I 
decided that at the end of the day there are more than a couple of pots 
to be stirred here in Apache for the benefit of Apache. 

So,.. irrespective of my political agenda, please take in a account the 
evidence of my diplomatic nature - namely the qualification of 
dysfunctional relative to actionable criteria.

Your point that things
work better if after a consensus is reached, responsibility is vested in
individuals is valid, but too easily lost in the response that people have
to the expression.  And yes, I realize that you didn't quite say it that
way, but when people react reflexively, it is a difference without a
distinction.
There is a value to be gained in the assessment of what is a reflexive 
as distinct from a consider response. That assessment is something that 
rests with the recipient and will be judged in the fullness of time.  In 
the meantime (i.e. today), and with full respect for everyone involved 
(with the exception of any Japaneses individuals carrying umbrellas), 
and with full consideration for the implication of the actions currently 
in place, I hope that the policies, procedures, responsibilities, and 
ultimate accountabilities, will have a tangible and net-positive impact 
on the overall development of the Apache Community.

Cheers Steve.







	--- Noel

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--

Stephen J. McConnell
mailto:[EMAIL PROTECTED]


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