Open Source Sustainability/Workshops/October 2017/Report

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The purpose of this page is to coordinate work on the proceedings report of the 2017 Summit and Sustainability Workshop.


The audiences for the Summit proceedings report includes:

  • General public, 
  • NumFOCUS contributors, 
  • NumFOCUS board and staff, 
  • Summit participants, 
  • current and potential NumFOCUS donors,
  • Sustainability Program funder (Sloan)

The report needs to have sufficient context to be understandable by those who were not in attendance.

Responsibility Matrix

For this project, we'll use the RACI model to keep track of everyone's roles and responsibilities.

Who Role Description
Christie (as Projects Director of the Sloan-funded Sustainability program) Responsible Those who do the work to achieve the task. There is at least one role with a participation type of responsible, although others can be delegated to assist in the work required (see also RASCI below for separately identifying those who participate in a supporting role).
Leah (as PI of the Sloan-funded Sustainability program) Accountable The one ultimately answerable for the correct and thorough completion of the deliverable or task, and the one who delegates the work to those responsible. In other words, an accountable must sign off (approve) work that responsible provides. There must be only one accountable specified for each task or deliverable.
Summit Participants, Gina (as Comms Director), Sustainability Advisory Board Consulted Those whose opinions are sought, typically subject matter experts; and with whom there is two-way communication.
NumFOCUS Staff, Board, Advisory Council Informed Those who are kept up-to-date on progress, often only on completion of the task or deliverable; and with whom there is just one-way communication.
Descriptions from Responsibility assignment matrix on Wikipedia. See that page for further details.


Phase 1: Get organized and get started!

Milestone Status Start End
1A Materials created during Summit uploaded and preliminarily organized. Complete 2017-10-16 2017-10-27
1B Plan for creating report and initial outline created. In Progress 2017-10-30 2017-10-31
1C Summit participants informed about plan and invited to contribute. On track 2017-10-31 2017-10-31

Phase 2: Collect the missing pieces

Milestone Status Start End
2A Content from all mixed, stakeholder, and action plan groups available on the NF Wiki. On track 2017-11-01 2017-11-30
2B Photos of all written output available on wiki and completely identified and transcribed. On track 2017-11-01 2017-11-30

Phase 3: Create a good first draft & circulate for feedback

Milestone Status Start End
3A Coordinate with Summit participants to create first draft of report. On track 2017-11-15 2017-12-15
3B Circulate draft and collect feedback On track 2017-12-18 2018-01-05

Phase 4: Integrate feedback and finalize report

Milestone Status Start End
4A Integrate feedback and create a final draft. On track 2018-01-08 2018-01-15
4B Circulate final draft and collect final feedback. On track 2018-01-16 2018-01-22

Phase 5: Publish and circulate report

Milestone Status Start End
5A Integrate feedback and create a final report. On track 2018-01-23 2018-01-30
5B Publish final report. On track 2018-01-31 2018-01-31
5C Circulate and publicize report via required channels. On track 2018-01-31 2018-02-28

Contribution Opportunities

We need your help organizing Summit output and collecting the missing materials. See Output for details on how you can help.

To contribute request an account on the wiki and edit content directly, or email Christie with details.

Report Outline

Executive Summary

A high-level summary of the event and it's conclusions, including a call to action for those reading the report.

TODO (Christie): Add content.


Orient readers to what NumFOCUS is, why we did this event, who participated, and what methodology we used and why.

Brief description of NumFOCUS organization and mission.

TODO (Christie): Add content.

Explanation of Future Search methodology and why it was selected.

TODO (Christie): Add content.

Brief descriptions of NumFOCUS member projects who were represented at Summit.

TODO (Summit Participants): Add your project name and a brief description in the table below.

Project Description

Brief bios of NumFOCUS participants.

TODO (Summit Participants): Add your info in the table below.

Participant name Affiliation Short Bio Stakeholder Group Mixed Group Action Plan Group

Description of mixed groups.

Mixed Group Members
1 Britton Smith

Carly Strasser

Jonah Duckles

Dan Sholler

Lorena Barba

Ralf Gommers

2 Gina




Alex A

Erin B

3 Stefanie Butland

Leah Silen

Nick Earl

Didrik Pinte

Chuck Harris

6 Kyle Niemeyer

Dan Katz

Kelle Cruz

Sylvain Corlay

Ryan May

Lukas Geiger

7 Ana Ruvalcaba

Andy Terrell

Kyle Kelley

Thomas Caswell

Chris Richardson

Josh Greenberg

Description of stakeholder groups.

TODO (Anyone): Add content. Stakeholder groups are described elsewhere on this wiki and also in the Summit handbook.

Overview of schedule/structure.

TODO (Christie): Add content based on notes and knowledge of future search.

Summary of each part of FS

TODO (Christie): Add content based on notes and knowledge of future search.

Focus on the Past

Summary of Timelines, Significant Milestones

Stories about timelines and implications

Focus on the Present

Summary of group mind-map of trends affecting the topic.

Summary of stakeholder trends.

Focus on the Future

Summary of desired future scenarios.

Summary of common ground lists.

  • More funding models
  • Money for maintenance, community, management, design, and writing
  • Pathways for money contributions
  • Diversification of funding sources
  • Evaluation metrics for funding discussions
  • Stable, diverse portfolio of funding streams
  • More funding, and more sustainable funding

Summary of common ground summaries, action groups.

From the common ground clusters, the following summary statements were written:

  • Diversity: We value diversity and inclusivity for both ethical and functional reasons. We use targeted outreach and inclusive practices to make this our lived culture.
  • Funding models: We need to create more funding models and diverse and stable funding sources with clear pathways to distribute resources and guidelines to evaluate for funding decisions.
  • Common infrastructure: We will reduce the burden on individual projects by providing shared infrastructure for building open source software, based on needs directly expressed by member projects.
  • Knowledge sharing: To increase sustainability of research software we will curate, create, and disseminate a collection of methods, practices, and guidelines for open source projects.
  • Contributor pipeline: We will strengthen and grow the project community by facilitating role progression among users, contributors, and top leaders.
  • Public advocacy: Through advocacy and education we aim to create widespread understanding and appreciation of open source. 
  • Institutions: We will create a policy for resources in institutions to flow to the projects and in return projects have standard governance and processes which will create better interactions with industry, academia, labs, contributors, etc.
  • Career recognition: We will create a framework for aligning the value systems of institutions with the long term needs of OSS projects so that contributors receive recognition and credit towards their career goals. We will create holistic value systems for open source projects that emphasize long-term sustainability.

Action Plans & Next Steps

Summary of groups action plans, next steps from here and how to get involved.