toc/toc_subprojects/project-reviews-subproject/governance-review-template.md

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Governance Review Template

What follows is a governance review and assessment for the $PROJECT project. The review may have been done because of a change in maturity level for the project, at the request of the TOC, or as a request by the project itself. Completed assessments are submitted as PR's to the TOC repo to be placed in the project's dedicated directory.

Summary and Assessment

Status: Exemplary | Satisfactory | Mostly Satisfactory | Needs Work | In Crisis

Executing the Assessment

Must-Fix Items

The following issues have been identified that need to be resolved before project milestone or other requirement:

Points of Excellence

The following aspects of governance are exemplary, and can be referenced as examples for other projects to copy:

Areas for Improvement

Over the next year, the project should work on the following issues to improve its governance, these are considered non-blocking:


Review

The following review primarily consists of an audit on the project's self-assessment in their Graduation application.

Governance Summary

Governance Evolution

Governance has continuously been iterated upon by the project as a result of their experience applying it, with the governance history demonstrating evolution of maturity alongside the project's maturity evolution.
Incubating: Suggested | Graduated: Suggested

Discoverability

Clear and discoverable project governance documentation.
Incubating: Suggested | Graduated: Required

Accuracy and Clarity

Governance is up to date with actual project activities, including any meetings, elections, leadership, or approval processes.
Incubating: Suggested | Graduated: Required

Governance clearly documents vendor-neutrality of project direction.
Incubating: Suggested | Graduated: Required

Decisions and Role Assignments

Document how the project makes decisions on leadership roles, contribution acceptance, requests to the CNCF, and changes to governance or project goals.
Incubating: Suggested | Graduated: Required

Document how role, function-based members, or sub-teams are assigned, onboarded, and removed for specific teams (example: Security Response Committee).
Incubating: Suggested | Graduated: Required

Maintainers and Maintainer Lifecycle

Document a complete maintainer lifecycle process (including roles, onboarding, offboarding, and emeritus status).
Incubating: Suggested | Graduated: Required

Demonstrate usage of the maintainer lifecycle with outcomes, either through the addition or replacement of maintainers as project events have required.
Incubating: Suggested | Graduated: Required

Document complete list of current maintainers, including names, contact information, domain of responsibility, and affiliation.
Incubating: Required | Graduated: Required

A number of active maintainers which is appropriate to the size and scope of the project.
Incubating: Required | Graduated: Required

Project maintainers from at least 2 organizations that demonstrates survivability.
Incubating: N/A | Graduated: Required

Ownership

Code and Doc ownership in Github and elsewhere matches documented governance roles.
Incubating: Required | Graduated: Required

Code of Conduct

Document adoption and adherence to the CNCF Code of Conduct or the project's CoC which is based off the CNCF CoC and not in conflict with it.
Incubating: Required | Graduated: Required

CNCF Code of Conduct is cross-linked from other governance documents.
Incubating: Required | Graduated: Required

Subprojects

All subprojects, if any, are listed.
Incubating: Required | Graduated: Required

If the project has subprojects: subproject leadership, contribution, maturity status documented, including add/remove process.
Incubating: Suggested | Graduated: Required

Contributors and Community

Contributor ladder with multiple roles for contributors.
Incubating: Suggested | Graduated: Suggested

Clearly defined and discoverable process to submit issues or changes.
Incubating: Required | Graduated: Required

Project must have, and document, at least one public communications channel for users and/or contributors.
Incubating: Required | Graduated: Required

List and document all project communication channels, including subprojects (mail list/slack/etc.). List any non-public communications channels and what their special purpose is.
Incubating: Required | Graduated: Required

Up-to-date public meeting schedulers and/or integration with CNCF calendar.
Incubating: Required | Graduated: Required

Documentation of how to contribute, with increasing detail as the project matures.
Incubating: Required | Graduated: Required

Demonstrate contributor activity and recruitment.
Incubating: Required | Graduated: Required