Project Support Guidelines

||Formation (Focus)|Formation (Non Focus)||Incubating (Focus)|Incubating (Non Focus)|Graduated (Focus)|Graduated (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|✓|✓|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)|✓|✓|✓|✓|✓|✓|✓|FINOS Code Scanning|https://github.com/finos/code-scanning| |Project infrastructure initial setup|✓|✓|✓|✓|N/A|N/A|N/A|More info at the Collaboration Infrastructure page|| |Github roster management (authentication and authorization)|On exception basis (i.e., Pilot)|✗|✗|✗|✗|✗|✗|More info at the Collaboration Infrastructure page|| |Email lists roster management|✓|✓|✓|✓|✓|✓|✓|Currently managed in Google Groups, will be part of LFX PCC (released in H2 2022)|| |Atlassian/Confluence roster management|✓|✓|✓|✓|✓|✓|✓|Deprecated in favor of GitHub and Docusaurus websites|| |CI setup support by FINOS Team|On exception basis (i.e., Pilot)|✗|✓|✓|✓|✓|N/A|More info at the Continuous Integration page|| |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 atin the Continuous Delivery page|| |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 the Project Documentation page|| |Ongoing vulnerability scanning|✓|✓|✓|✓|✓|✓|N/A|See FINOS Code Scanning|https://github.com/finos/code-scanning| |Code / Docs Release Process configuration|On exception basis (e.g. Pilot)|✗|✓|✓|✓|✗|N/A|More info at Continuous Integration page|| |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|✗|✗|✓|✓|✓|✓|✓||| |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|✓|✗|✗|✗|✗|✗|✗||| |[web] domain names|✓|(if trademarked)|✗|✓|✗|✗|✗|✗||| |[web] twitter handles|✓|✗|✓(on request, as needed)|✗|✗|✗|✗||| |[web] 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: 1) Merge program health checks into lifecycle criteria 2) Quarterly (one month before Board meeting) automated project reports based on consolidated criteria|| |Internal stakeholder management|✗|✗|✗|✗|✗|✗|N/A||| |FINOS Governance compliance (e.g. transparent decision making, agendas, votes, lifecycle transitions, etc.)|✓|✗|✓|✗|✓|✗|N/A|||