Address feedback on governance

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@ -1,5 +1,11 @@
# CNCF Technical Group Governance
**NOTE:** This document is a **starting point**. It is expected to change and
be refined as we roll out the TAG restructuring and discover what works, what
doesn't, and where we can reduce friction or overhead. Thank you for your
patience and understanding while we work through this together.
This document outlines the scope and responsibilities of the CNCF Technical
Groups
@ -8,14 +14,14 @@ different purposes or have different scopes:
- **Technical Advisory Group (TAG)**: Primary organizational unit that is
aligned with an industry problem domain or a group that serves a common need
across TAGs & CNCF Projects.
across TAGs & CNCF Projects.
- **Subproject**: An ongoing or “permanent” project as part of a TAG or the TOC
directly.
directly.
- **Initiative:** A lightweight organizational unit used for TAG or TOC work
that is tightly scoped and time-bound.
that is tightly scoped and time-bound.
- **Community Group:** A topic or domain focused group used to serve as a
rallying point for community members to discuss, share knowledge, and
coordinate potential future initiatives.
coordinate potential future initiatives.
- [CNCF Technical Group Governance](#cncf-technical-group-governance)
- [Keywords](#keywords)
@ -66,13 +72,13 @@ standards bodies, such as the [Internet Engineering Task Force (IETF)] and the
[Kubernetes project].
- **MUST** - This word, or the terms "**REQUIRED**" or "**SHALL**," means that
the item is required.
the item is required.
- **MUST NOT** - This phrase, or the phrase "**SHALL NOT**", means that the item
is not permitted or must be avoided.
is not permitted or must be avoided.
- **SHOULD** - This word, or the adjective "**RECOMMENDED**," means the item is
suggested but may be ignored for valid reasons.
suggested but may be ignored for valid reasons.
- **SHOULD NOT** - This phrase, or the phrase "**NOT RECOMMENDED**," means the
item is acceptable under certain circumstances.
item is acceptable under certain circumstances.
- **MAY** - This word, or the adjective "**OPTIONAL**," means the item is truly
optional.
@ -91,7 +97,7 @@ focused on industry problem domains that align with the projects within the CNCF
and/or horizontal that support the other TAGs or the projects themselves.
**Examples:**
- **Vertical:** Infrastructure, Workloads
- **Vertical:** Infrastructure, Workloads
- **Horizontal:** Security & Compliance, Operational Resilience
@ -100,15 +106,15 @@ and/or horizontal that support the other TAGs or the projects themselves.
- Strengthen the project ecosystem to meet the needs of end users and project
contributors.
- Serve as a “bridge” between projects to surface common problems and drive
alignment.
alignment.
- Identify gaps in the CNCF project portfolio. Find and attract projects to fill
these gaps.
these gaps.
- Reduce some project workload on TOC while retaining executive control & tonal
integrity with this elected body.
integrity with this elected body.
- Provide technical expertise during the evaluation of projects to join the CNCF
and as they move levels.
and as they move levels.
- Educate and inform users with unbiased, effective, and practically useful
information scoped to cloud native.
information scoped to cloud native.
- Focus attention & resources on helping foster project maturity, systematically
across CNCF projects.
@ -124,7 +130,7 @@ Due to the longevity of a TAG, existing groups interested in becoming a TAG need
to engage the TOC, the TOC will review the request against the current needs and
movement of the ecosystem and make a determination.
Example:
Example:
A domain-focused community group has regularly submitted and completed
initiatives that cover gaps in the current TAG structure. After a discussion
with the TOC, a draft charter with scopes is drafted. The TOC then votes on the
@ -134,10 +140,11 @@ TAG charter PR, and the TAG is formed after the vote is passed.
### Requirements
- MUST have a charter that outlines scope, potential overlaps with other TAGs,
and any operational deviations from TAGs.
and any operational deviations from TAG Governance.
- MUST enumerate any roles within the TAG and the responsibilities of each along
with any role membership requirements and lifecycle.
- MUST maintain TAG “metadata” - a list of leads, subprojects, and initiatives.
with any role membership requirements and lifecycle.
- MUST maintain TAG “[metadata]” - a list of leads, subprojects, and
initiatives.
- Where applicable, MUST participate in Project Reviews & Contributor Strategy
TOC subproject.
- If applicable, MUST document services provided to other TAGs or projects.
@ -145,17 +152,17 @@ TAG charter PR, and the TAG is formed after the vote is passed.
and uploaded to YouTube.
- MUST provide periodic updates to the TOC and TOC liaisons on their health,
subprojects, and initiatives.
- SHOULD provide timely review and completion of project and TOC requests related
to the moving levels process.
- SHOULD provide timely review and completion of project and TOC requests
related to the moving levels process.
- SHOULD provide regular ecosystem updates on the domain, such as through the
regular CNCF community meeting, KubeCon presentations, or to the TOC directly.
regular CNCF community meeting, KubeCon presentations, or to the TOC directly.
- SHOULD organize KubeCon + CloudNativeCon presence; such as CFPs, Project
Pavilion booths etc.
Pavilion booths etc.
- SHOULD form and document subprojects to organize specific ongoing work or
services.
services.
- SHOULD produce well researched and informed technical white papers, best
practices, and other ecosystem supportive assets.
- SHOULD surface gaps or ecosystem trends to related projects.
practices, and other ecosystem supportive assets.
- SHOULD surface gaps or ecosystem trends to related projects.
- SHOULD check in with graduated and incubating projects to understand their
health, features, changes, etc. and notify the TOC of anything significant,
any gaps, novelty, interesting, concerning.
@ -167,10 +174,9 @@ TAG charter PR, and the TAG is formed after the vote is passed.
A Chair is an individual who is responsible for overseeing and driving the
planning, execution, and accountability of efforts within the TAG. TAG chairs
are expected to equally share responsibilities, and should rotate/take turns as
“primary” chair to allow responsibilities to be executed while ensuring
consistency, availability, and continuity over the course of Chair terms and
availability.
are expected to share responsibilities equally. They should consider
rotating/taking turns performing chair duties to ensure consistency,
availability, and continuity over the course of Chair terms and availability.
Chairs build unity in the purpose of the group for which they govern and
oversee. This includes sufficient consideration of ideas, topics, and issues
@ -194,75 +200,70 @@ incubation/graduation, and/or or/and KubeCon preparations.
##### Requirements
- MUST be approved by the TOC.
- MUST adhere to the [Technical Leadership Principles].
- Membership MUST be tracked alongside the TAG metadata.
- MUST be approved by the TOC.
- MUST adhere to the [Technical Leadership Principles].
- Membership MUST be tracked alongside the TAG [metadata].
- MUST have prior experience within the CNCF (e.g. as an active TAG community
member), but MAY be approved by their parent governing body for an explicitly
documented reason such as extensive domain expertise, formation of a new
governing body (e.g. new TAG or Working Group), or demonstrating significant
aptitude for people & community management.
member), but MAY be approved by the TOC for an explicitly documented reason
such as extensive domain expertise, formation of a new governing body (e.g.
new TAG or subproject), or demonstrating significant aptitude for people &
community management.
##### Duties
- SHOULD drive charter changes (including creation) to get community buy-in but
MAY delegate content creation to other leads or community members.
MAY delegate content creation to other leads or community members.
- SHOULD define how priorities and commitments are managed and set a cap on
concurrent efforts of the group per quarter. MAY delegate to other leads as
needed.
needed.
- MUST ensure leadership roles are documented, accurate, and updated in any
applicable locations (GitHub teams, mailing lists, etc).
applicable locations (GitHub teams, mailing lists, etc).
- MUST ensure all subprojects are documented and operate within the scope
defined in their charter.
defined in their charter.
- MUST coordinate communication and be a connector with other community groups
like TAGs and the TOC, but MAY delegate the actual communication and creation
of content to other contributors where appropriate.
of content to other contributors where appropriate.
- SHOULD facilitate meetings but MAY delegate to other Leads or active community
members.
members.
- SHOULD mentor future Leads as part of active and continuous succession
planning.
planning.
- MUST, in conjunction with the Tech Leads, regularly triage their issues & PRs
but MAY delegate to other contributors to fulfill these responsibilities.
but MAY delegate to other contributors to fulfill these responsibilities.
- MUST organize KubeCon + CloudNativeCon presence (CFPs, Project Pavilion booth,
etc) and approve content presented by or about the TAG, but MAY delegate to
other contributors.
other contributors.
- MUST, in conjunction with the Tech Leads, regularly provide status updates on
their groups, subprojects, and any other initiatives.
- MUST coordinate service desk requests on behalf of the TAG.
their groups, subprojects, and any other initiatives.
- MUST coordinate service desk requests on behalf of the TAG.
- MUST keep the TOC liaisons informed of the groups activities and progress
against the charter.
##### Activity Expectations
- Chairs serve 2-year terms and MAY submit for re-election.
- Chairs SHOULD remain active and responsive.
- Chairs serve 2-year terms and MAY submit for re-election.
- Chairs SHOULD remain active and responsive.
- Chairs MAY decide to step down at any time and propose a replacement to
complete their term.
complete their term.
- The candidate SHOULD be supported by a majority of the current active leads,
with support backed up by documentation, such as links to GitHub activity
or documented deliverables.
- The candidate is REQUIRED to be approved by the TOC.
- The candidate is REQUIRED to be approved by the TOC.
- Chairs taking an extended leave of 1 or more months MUST coordinate with
other leads to ensure the role is adequately covered during their leave.
other leads to ensure the role is adequately covered during their leave.
- Chairs going on leave for 1-3 months MUST work with other Chairs and Tech
Leads to identify a temporary replacement.
- Active Leads are REQUIRED to notify their parent governing body (e.g., TAG
notifying their TOC liaison) and receive confirmation of notice before
pursuing removal of an inactive or Lead found to be in dereliction of duty.
- Inactive Leads MUST be removed through a super-majority vote of the parent
governing body if there is no other explicitly defined removal policy.
- If there is no defined removal policy and not enough active parent governing
body leads to hold a vote, the active members MUST escalate to the next-level
parent governing body, where those members may count as additional voters.
- Active Leads are REQUIRED to notify the TOC and receive confirmation of notice
before pursuing removal of an inactive or Chair found to be in dereliction of
duty.
- Inactive Chairs MUST be removed through a super-majority vote of the TOC.
##### Escalations
- Lead membership disagreements MAY be escalated to their parent governing body,
the CoCC as applicable, or in the event of further dispute, up to the top
governing body itself (TOC).
- Lead membership disagreements MAY be escalated to the TOC or the CoCC as
applicable.
#### Tech Lead
@ -274,14 +275,14 @@ by the TOC or their TAG Chair. Tech Leads are accountable to the Chair or TOC
for the group they are assigned.
Tech Leads ensure timely delivery and completion of defined milestones and
deliverables for TAGs or initiatives for which they are assigned.
deliverables for TAGs or initiatives for which they are assigned.
Tech Leads are also responsible for guiding the technical aspects of efforts by
a TAG or initiative. This includes ensuring neutrality (no kingmaking) in
recommendations and enforcement of TOC operating principles in deliverables.
They ensure quality and integrity in the deliverables of each group, providing
technical mentorship and guidance to contributors of their group, and
collaborating within and across groups to ensure consistency and concurrence.
collaborating within and across groups to ensure consistency and concurrence.
The expected minimum time commitment is at least 10% of their working hours, but
expected to increase (e.g up to 20%) during times with a high volume of requests
@ -291,81 +292,72 @@ incubation/graduation, and/or or/and KubeCon preparations.
##### Requirements
- SHOULD be nominated by Chairs.
- MUST be approved by the TOC.
- MUST adhere to the [Technical Leadership Principles].
- Membership MUST be tracked alongside the TAG metadata.
- SHOULD be nominated by Chairs.
- MUST be approved by the TOC.
- MUST adhere to the [Technical Leadership Principles].
- Membership MUST be tracked alongside the TAG [metadata].
- MUST have prior experience within the CNCF (e.g. as an active TAG community
member), but MAY be approved by their parent governing body for an explicitly
documented reason such as extensive domain expertise, formation of a new
governing body (e.g. new TAG or Working Group), or demonstrating significant
aptitude for people & community management.
member), but MAY be approved by the TOC for an explicitly documented reason
such as extensive domain expertise, formation of a new governing body (e.g.
new TAG or subproject), or demonstrating significant aptitude for people &
community management.
##### Duties
- MUST approve & facilitate the creation of new subprojects.
- MUST approve & facilitate decommissioning of existing subprojects.
- MUST approve & facilitate the creation of new subprojects.
- MUST approve & facilitate decommissioning of existing subprojects.
- If applicable MUST work with the TOC to evaluate the technical fit and state
of projects applying to join the CNCF or move levels. MAY delegate to other
leads or domain experts.
leads or domain experts.
- MUST review technical outputs or artifacts from the group for accuracy. This
includes white papers, code, other forms of technical documentation, etc.
includes white papers, code, other forms of technical documentation, etc.
- SHOULD mentor future Leads as part of active and continuous succession
planning.
planning.
- MUST, in conjunction with the Chairs, regularly triage their issues & PRs but
MAY delegate to other contributors to fulfill these responsibilities.
MAY delegate to other contributors to fulfill these responsibilities.
- MUST, in conjunction with the Chairs, regularly provide updates on the status
of their groups, subprojects, and any other initiatives.
of their groups, subprojects, and any other initiatives.
- SHOULD attend regular group meetings.
##### Activity Expectations
- Tech Leads serve 2 year terms, and MAY submit for re-election.
- Tech Leads serve 2 year terms, and MAY submit for re-election.
- Tech Leads MAY decide to step down at any time and propose a replacement to
complete their term.
complete their term.
- The candidate SHOULD be supported by a majority of the current active leads,
with support backed up by documentation, such as links to GitHub activity
or documented deliverables.
- The candidate is REQUIRED to be approved by the TOC.
- The candidate is REQUIRED to be approved by the TOC.
- Tech Leads taking an extended leave of 1 or more months MUST coordinate with
other leads to ensure the role is adequately covered during their leave.
other leads to ensure the role is adequately covered during their leave.
- Tech Leads going on leave for 1-3 months MUST work with other Leads to
identify a temporary replacement.
- Active Leads are REQUIRED to notify their parent governing body (e.g., TAG
notifying their TOC liaison) and receive confirmation of notice before
pursuing removal of an inactive or Lead found to be in dereliction of duty.
- Inactive Leads MUST be removed through a super-majority vote of the parent
governing body if there is no other explicitly defined removal policy.
- If there is no defined removal policy and not enough active parent governing
body leads to hold a vote, the active members MUST escalate to the next-level
parent governing body, where those members may count as additional voters.
identify a temporary replacement.
- Active Leads are REQUIRED to notify the TOC and receive confirmation of notice
before pursuing removal of an inactive or Tech Lead found to be in dereliction
of duty.
- Inactive Tech Leads MUST be removed through a super-majority vote of the TOC.
##### Escalations
- Lead membership disagreements MAY be escalated to their parent governing body,
the CoCC as applicable, or in the event of further dispute, up to the top
governing body itself (TOC).
- Lead membership disagreements MAY be escalated to the TOC or the CoCC as
applicable.
#### Other Roles
TAGs MAY have other roles, but are REQUIRED to be documented in the TAG charter
and adhere to the requirements outlined in the Other Roles section of the CNCF
Community Group Leadership Requirements.
TAGs MAY have other roles, but they are REQUIRED to be documented in the TAG
charter and REQUIRE TOC approval.
**NOTE:** Roles that assume some of the responsibilities of the Chair or Tech
Lead role MUST be described in the TAG charter and REQUIRE TOC approval.
All additional roles are REQUIRED to have the following minimum requirements:
Roles that do not assume any Chair or Tech Lead responsibilities may be created
at the TAG Leads discretion as long as they adhere to the following
requirements:
- MUST be documented with a description, scope, and responsibilities.
- MUST be documented with a description, scope, and responsibilities.
- MUST have a documented lifecycle policy including how they are appointed, any
potential terms, and an inactivity policy.
- MUST be tracked alongside the other TAG metadata.
- MUST adhere to the [Technical Leadership Principles].
potential terms, and an inactivity policy.
- MUST be tracked alongside the other TAG [metadata].
- MUST adhere to the [Technical Leadership Principles].
- SHOULD remain active and responsive in their Roles.
@ -374,26 +366,26 @@ requirements:
Specific on-going work efforts within TAGs or under the TOC are divided into
subprojects. Subprojects may be code, documentation, services, or any other
persistent work effort. Subprojects have leads that function as the primary
organizer, domain experts, or points of contact.
organizer, domain experts, or points of contact.
### Goals
- Assist the projects, TOC, and other TAGs
- Assist the projects, TOC, and other TAGs
- Remove ambiguity and provide guidance, increasing knowledge and understanding
on the subproject domain
- Support projects and end users in addressing items in scope of the subproject
on the subproject domain
- Support projects and end users in addressing items in scope of the subproject
- Coordinate awareness, understanding, concurrence of the subproject
deliverables with projects, end users, and other defined stakeholders
deliverables with projects, end users, and other defined stakeholders
- Advance and accelerate the cloud native mission within the scope of the
subproject
subproject
- Enact the technical vision of the TOC within scope of the subproject
### Formation
Subprojects require a charter describing their purpose, scope, roles, and any
regular deliverables or services they provide. This charter MUST be approved by
the TOC.
regular deliverables (e.g. [Subproject Initiatives]) or services they provide.
This charter MUST be approved by the TOC.
It is strongly recommended to share a draft charter and work with the TOC early
to ensure a streamlined approval process.
@ -402,12 +394,12 @@ to ensure a streamlined approval process.
### Requirements
- MUST be documented including purpose, scope, roles and any deliverables or
services they provide.
services they provide.
- MUST remain actively in use. A subproject that has gone 6+ months without
delivering on its goal or providing a service should be considered for
retirement or put on “pause”.
retirement or put on “pause”.
- MUST regularly report on status to leads. Updates SHOULD occur at least
quarterly.
quarterly.
- SHOULD have at least 2 subproject leads. In the absence of defined subproject
leads, responsibility for the subproject automatically falls to the Chairs and
Tech Leads of the TAG. For TOC Subprojects, subproject leads fall to the TOC
@ -423,59 +415,55 @@ organizing and shepherding the execution of the subproject. They adhere to the
requirements, duties and expectations outlined in the Subproject Lead role
description in CNCF Community Group Leadership Requirements.
Recommended minimum number of leads: 2
Term: 1 year
Recommended minimum number of leads: 2
Term: 1 year
Election requirements: Super-majority vote of the parent governing body.
Subproject Leads are the technical authority for a subproject. They MUST have
demonstrated both good judgement and responsibility towards the health of that
subproject.
##### Requirements
- MUST be approved by a super-majority vote of the parent governing body.
- MUST adhere to the [Technical Leadership Principles].
- MUST adhere to the [Technical Leadership Principles].
- MUST be nominated by the TAGs Tech Leads (minimum 1) for TAG led subprojects,
or by the TOC (minimum 1) for TOC led subprojects.
- Membership MUST be tracked alongside the parent governing body metadata.
- Membership MUST be tracked alongside the parent governing body [metadata].
- SHOULD have prior experience within the CNCF (e.g. as an active TAG community
member), but MAY be approved by their parent governing body for an explicitly
documented reason such as extensive domain expertise, formation of a new
governing body (e.g. new TAG or Working Group), or demonstrating significant
aptitude for people & community management.
governing body (e.g. new TAG or subproject), or demonstrating significant
aptitude for people & community management.
##### Duties
- SHOULD set direction and make or approve design decisions for their
subproject - either directly or through delegation.
subproject - either directly or through delegation.
- Design decisions that make changes outside of the subprojects defined scope
MUST be approved by the Tech Lead(s) of the TAG.
MUST be approved by the Tech Lead(s) of the TAG for TAG level subprojects,
or by the TOC for TOC level subprojects.
- MUST actively participate in triaging issues and reviewing PRs related to
their subproject.
- MUST regularly report subproject status to TAG leadership.
their subproject.
- MUST regularly report subproject status to the parent governing body.
- SHOULD be an escalation point for technical discussions and decisions in the
subproject.
- SHOULD set milestone priorities.
subproject.
- SHOULD set milestone priorities. Subprojects MAY have other roles, but are
REQUIRED to be documented in the subproject charter and adhere to the
requirements outlined in the Other Roles section of the CNCF Community Group
Leadership Requirements.
- SHOULD ensure a healthy process for discussion and decision making is in
place. MAY make decisions to resolve conflicts.
##### Activity Expectations
- Subproject Leads serve 1 year terms, and MAY submit for re-election.
- Subproject Leads serve 1 year terms, and MAY submit for re-election.
- Subproject Leads MAY decide to step down at any time and propose a replacement
to complete their term.
to complete their term.
- The candidate SHOULD be supported by a majority of the current active leads,
with support backed up by documentation, such as links to GitHub activity
or documented deliverables.
or documented deliverables.
- The candidate is REQUIRED to be approved by the parent TAGs Tech Leads, or
in the case of TOC lead subprojects, the TOC itself.
- Subproject Leads taking an extended leave of 1 or more months MUST coordinate
with other leads to ensure the role is adequately covered during their leave.
with other leads to ensure the role is adequately covered during their leave.
- Subproject Leads going on leave for 1-3 months MAY work with other Leads to
identify a temporary replacement.
identify a temporary replacement.
- Active Leads are REQUIRED to notify their parent governing body (e.g., TAG
notifying their TOC liaison) and receive confirmation of notice before
pursuing removal of an inactive or Lead found to be in dereliction of duty.
@ -495,26 +483,20 @@ subproject.
#### Other Roles
Subprojects MAY have other roles, but are REQUIRED to be documented in the
subproject charter and adhere to the requirements outlined in the Other Roles
section of the CNCF Community Group Leadership Requirements.
Subprojects MAY have other roles, but they are REQUIRED to be documented in the
subproject charter and require the approval of their parent governing body.
**NOTE:** Roles that assume some of the responsibilities of the Subproject Lead
role MUST be described in the Subproject charter and REQUIRE approval from the
parent governing body.
All additional roles are REQUIRED to have the following minimum requirements:
Roles that do not assume any Subproject Lead responsibilities may be created at
the Subproject Leads discretion as long as they adhere to the following
requirements:
- MUST be documented with a description, scope, and responsibilities.
- MUST be documented with a description, scope, and responsibilities.
- MUST have a documented lifecycle policy including how they are appointed, any
potential terms, and an inactivity policy.
- MUST be tracked alongside the other TAG metadata.
- MUST adhere to the [Technical Leadership Principles].
potential terms, and an inactivity policy.
- MUST be tracked alongside the other group [metadata].
- MUST adhere to the [Technical Leadership Principles].
- SHOULD remain active and responsive in their Roles.
## Initiatives
Initiatives are short-term, time bound work that have a pre-defined objective
@ -529,9 +511,9 @@ governing group's charter.
### Goals
- Serve as a lightweight organizational unit to coordinate work.
- Serve as a lightweight organizational unit to coordinate work.
- Recognize community members who have helped execute and deliver on the
initiative.
initiative.
- Ensure high-velocity completion of scoped effort with clear outcomes aligned
with the CNCF mission and TOC vision.
@ -552,7 +534,7 @@ shepherding the initiative, but are still ultimately responsible for it.
TAG initiatives can span multiple TAGs when something spans multiple tech
domains, however one is ultimately assigned as the responsible group for
execution and reporting. Initiatives that span many TAGs, or have no clear owner
should be proposed as TOC initiatives.
should be proposed as TOC initiatives.
#### Subproject Initiatives
@ -573,17 +555,17 @@ initiative's status.
### Requirements
- MUST be documented, including goals, milestones, deliverables, and any exit
criteria (e.g., a tracking GitHub issue).
criteria (e.g., a tracking GitHub issue).
- Initiatives MUST have more than two participants not including the assigned
lead for oversight.
lead for oversight.
- SHOULD actively be worked on. An initiative that has made little progress in
3 months should be canceled or paused until other contributors can be
identified.
identified.
- Initiatives SHOULD not last longer than 2 quarters but MAY request an
extension from their parent governing body with reasonable justification.
extension from their parent governing body with reasonable justification.
- MUST check in at least monthly to assess the initiative's continued need,
progress, and ability to meet.
- SHOULD acknowledge everyone who actively helped complete the initiative.
progress, and ability to meet.
- SHOULD acknowledge everyone who actively helped complete the initiative.
- Subproject based initiatives MAY have different requirements that are outlined
in the subproject charter.
@ -637,5 +619,6 @@ Bevy (Community Groups backing platform).
<!-- Common Links -->
[metadata]: https://github.com/cncf/toc/blob/main/tags.yaml
[Technical Leadership Principles]: https://github.com/cncf/toc/blob/main/.md#technical-leadership-principles
[CNCF Community Groups Program]: https://github.com/cncf/communitygroups