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Pattern describing enterprise InnerSource Guidance Group - #106

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@ttyler01

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A company may require a mechanism to set broad governance and behavioral guidelines as part of the rollout and sustaining needs of an InnerSource initiative.

@rrrutledge rrrutledge left a comment

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Thanks for this submission, @ttyler01! Excited to work on this content together and see it become a part of the Patterns repo!

InnerSource Guidance Group

## Patlet
A company may require a mechanism to set broad governance and behavioral guidelines as part of the rollout and sustaining needs of an InnerSource initiative.

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Patlet should summarize the solution (in addition to the problem).

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Changed the pattern like this (a bit more liberally):

A highly divergent set of development standards in different teams can slow down collaboration betweens these teams. A InnerSource Guidance Group that establishes broad governance and behavioral guidelines can help to reduce these frictions.

Comment thread innersource-guidance-group.md Resolved
Comment thread innersource-guidance-group.md Resolved
## Context
A company is planning to introduce InnerSource as a strategic initiative. They are faced with reforming and steering the behavior of developers and engineers toward a common goal. In general functional groups and teams within the company adhere to a broad spectrum of standards regarding tools, development languages, collaboration models, engagement models, documentation models, etc. The company recognizes the value of the Trusted Committer role as a situational leader for a team that sets and enforces team standards, code contribution standards, contribution agreements, PR management, etc. however the company is interested in establishing organizational guidelines as well that steer and focus Trusted Committers and the teams they represent.

As an example, the breadth of languages used within an engineering and operations organization could include, powershell, bash shell, perl, tcl, python, golang, java, shell augmented with sed and awk and jq, etc. and the organization wants to standardize as much as possible on a subset of these languages so that the ability to collaborate between teams is maximized.

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Most of the document suggest standardizing on inner source process, but this paragraph suggests standardizing on technology. Which standardization is the goal of this pattern? Both?

Comment thread innersource-guidance-group.md Resolved
- The “committee” is scheduled periodically as necessary by the TC’s – twice a week, once a month, quarterly, etc.
- The goal is to establish general direction, or a highway, while leaving freedom for individual teams to adapt to local needs, or side streets
- Trusted Committers establish organization guidelines that become templates for Contribution Agreements
- Trusted Committers collaborate on and refine guidelines asynchronously via passive documentation and the establishmentment of organizational patterns

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I, personally, see this as an inner source project, whose contributors and community are those at the company who are interested in inner source.

This project should live and run itself by its own advice that it gives to others. It just happens to be a collaborative documentation project as opposed to a collaborative code project.

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+1 to what @rrrutledge said. This is also something that has worked very well for us at Europace: Our very first InnerSource project was one tasked with bringing people interested in InnerSource together, documenting best practices along the way and helping out with advice for others.

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Thanks for jumping in to comment, @MaineC ❗️

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Reworded this as such:

  • Trusted Committers collaborate on and refine guidelines asynchronously via passive documentation and the establishment of organizational patterns.
    • This guideline definition project itself can be run as an InnerSource project, accepting contributions from anywhere in the organization.
    • By running this as a collaborative documentation project, it can role-model and verify the behaviors that they want to promote for other InnerSource projects as well.

Without a set of organizational standards Trusted Committers, and individual teams, are free to set their own standards, which is a step in the right direction. However, team standards could be highly variant and further diverge over time as they evolve and adapt to new needs and forces. This can lead to confusion and frustration as contributors submit code across team and functional boundaries. The business is interested establishing a set of agreed-upon standard operating procedures that guide teams while still providing sufficient autonomy to meet the parochial needs of individual teams.

## Context
A company is planning to introduce InnerSource as a strategic initiative. They are faced with reforming and steering the behavior of developers and engineers toward a common goal. In general functional groups and teams within the company adhere to a broad spectrum of standards regarding tools, development languages, collaboration models, engagement models, documentation models, etc. The company recognizes the value of the Trusted Committer role as a situational leader for a team that sets and enforces team standards, code contribution standards, contribution agreements, PR management, etc. however the company is interested in establishing organizational guidelines as well that steer and focus Trusted Committers and the teams they represent.

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A company is planning to introduce InnerSource

Is this point an essential point of context for using this pattern? Seems like the pattern would apply even to those that have already introduced inner source, for example.

## Problem
Without a set of organizational standards Trusted Committers, and individual teams, are free to set their own standards, which is a step in the right direction. However, team standards could be highly variant and further diverge over time as they evolve and adapt to new needs and forces. This can lead to confusion and frustration as contributors submit code across team and functional boundaries. The business is interested establishing a set of agreed-upon standard operating procedures that guide teams while still providing sufficient autonomy to meet the parochial needs of individual teams.

## Context

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In general suggest revising this section to think through what are the points of context that are essential for this pattern, specifically, as opposed to what is your own personal context, currently.

- As people move between teams, or responsibility for specific initiatives change over time, the ability of the organization to adapt to variant team norms results in decreased development velocity.

## Solutions
Recognize that Trusted Committers are both situational leaders and subject matter experts representing their team and establish a governance model with a “committee” attended and chaired by Trusted Committers chartered with establishing company and/or organizational guidelines.

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I think that governance model is a loaded term, and maybe too strong for what you actually describe this group as doing (establish organization guidelines).

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I agree, governance might be too strong.

I have reworded this like this:

Recognize that Trusted Committers are both situational leaders and subject matter experts representing their team. Establish an InnerSource Guidance Group as a “committee” attended and chaired by Trusted Committers. Charter this InnerSource Guidance Group with establishing company and/or organizational guidelines.

@MaineC

MaineC commented Nov 8, 2019

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It's been over a year since the last comments came in - @ttyler01 are you still interested in working on this pattern?

@maxcapraro maxcapraro added the Stale We mark issues as stale after 90 days of inactivity. This does not make any judgement about value. label Apr 21, 2020
@spier spier added the 📖 Type - Content Work Working on contents is the main focus of this issue / PR label Dec 26, 2020
spier added a commit that referenced this pull request Feb 6, 2021
@spier

spier commented Feb 6, 2021

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I am continuing work on this pattern in #289, and am therefore closing this PR. Please join me and help me on the new PR to get this pattern merged into the mainline and shared out the wider InnerSource Commons community.

@spier spier closed this Feb 6, 2021
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5 participants