Merge pull request #7874 from natalisucks/comms-handbook-update-2024
Update comms handbook for contributor summit
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# Marketing Lead Handbook
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# Communications Lead Handbook
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This document defines marketing planning and activities needed to run a
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This document defines communications and marketing activities needed to run a
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Contributor Summit.
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Contributor Summit.
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- [Overview](#overview)
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- [Overview](#overview)
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@ -11,78 +11,110 @@ Contributor Summit.
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## Overview
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## Overview
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As Marketing Lead, you are responsible for the overall marketing communications
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As Communications Lead, you are responsible for the overall marketing communications
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timeline. The role also includes ensuring all non-technical content (web, mail,
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before, during, and after the event. The role also includes ensuring all non-technical content (web, mail,
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physical prints) is correct and informative, and supporting the other roles
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physical prints) is correct and informative, and supporting the other roles
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(registration, content) as needed.
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(registration, content) as needed.
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Time Commitment:
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Time Commitment:
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- 1-3 hours a week from 0-1.5 months in
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- 1-3 hours a week from 0-1.5 months in
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- 2-5 hours a week from 1.5 months-to event
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- 3-5 hours a week from 1.5 months-to event
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## Skills and Qualifications
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## Skills and Qualifications
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- Good grasp on general marketing activities surrounding events
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- Good grasp on general marketing activities surrounding events
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- Understanding of common forms of marketing communications
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- Understanding of common forms of marketing communications
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- Event planning experience
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- Event planning experience
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- If working on the website, you'll need HTML/CSS/JavaScript experience
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- A healthy emoji vocabulary!
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## Responsibilities
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## Responsibilities
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- Create a communication schedule - what, when, how, who
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- Create a communication schedule regarding the event - what, when, how, who
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- Manage online presence - website, social media strategy
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- This includes email, Slack, and social media (via the Buffer platform with Contributor Comms)
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- Potentially recruit a social media coordinator role
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- You'll source the informaton needed from your fellow leads, and can refer to prior art (linked below) for templates
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- Provide updates on social media, mailing lists, and Slack throughout pre-,
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- Manage online presence of the website, alongside the social media strategy
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during-, and post-event
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- Recruit a website lead to handle all updates to the website
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- Assist with GitHub event repo adds and edits
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- Consider ensuring website reviewers/approvers are on the team to merge upstream changes
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- Work with Event Lead on a recap blog
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- Provide updates on social media, mailing lists, and Slack before, during, and after the event
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- Determine signage needs and copy, coordinate with CNCF on explicit needs
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- After-event communications will include a post-event survey, created by SIG ContribEx leads
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- Create/update deck templates for curated talks and/or other purposes
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- Work alongside the CNCF Events Team to coordinate communications efforts
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- Assist with deck content for curated talks and/or other purposes
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### Communication Channels and Property Access
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### Communication Channels and Property Access
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Communications to the Kubernetes Contributor Community should be sent from
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Communications to the Kubernetes Contributor Community should be sent from
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official Kubernetes accounts to ensure they reach the community. Mass messages
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official Kubernetes accounts to ensure they reach the community. Mass messages
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from personal accounts can easily wind up being marked as spam.
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from personal accounts can easily wind up being marked as spam. However, in the event
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that you lead Communications and _aren't_ a member of the [SIG ContribEx Contributor Comms team](/communication/contributor-comms/README.md),
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personal email accounts can be used. Please check with the current Event Lead and
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Emeritus Leads on the best course of action.
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**Email**
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**Email**
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Mail should be sent from the contributors@kubernetes.io account. For access, work
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Unless you have access to official Kubernetes accounts, please use your own email account
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with the event lead who will coordinate with [SIG Contributor Experience leads]
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to send all email communications. All emails should include summit-team@kubernetes.io in CC each time.
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to grant temporary access to the account for the duration of the event.
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The Event Lead will add all team leads to this distribution list.
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Outbound communications should always target the main distribution list, dev@kubernetes.io, as well
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as the co-chairs and tech leads distribution list, leads@kubernetes.io, when necessary.
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**Twitter**
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While it is appreciated that you triage incoming mail for summit-team@kubernetes.io to
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varying team leads, you are not responsible for answering all incoming messages. The entire
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summit planning team should triage and handle their ownership areas when it comes to email communications,
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respectively.
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Tweets can be sent from two accounts: [@K8sContributors] and [@Kubernetesio].
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**Website**
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Tweets targeting the greater Kubernetes community should use the [@Kubernetesio]
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The [Contributor Site](https://www.kubernetes.dev/) should be the source of truth for all Contributor Summit information.
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account. Tweets using this account must be coordinated with the [CNCF]. Work
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As timing, location, registration, and schedule information is confirmed for the event, the website should be populated
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with the CNCF events rep to schedule the tweets or put you in contact with
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as soon as possible. The [`OWNERS`](https://github.com/kubernetes/contributor-site/blob/master/OWNERS) file defines
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the CNCF marketing members in charge of the account. Tweets using this account
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who can approve upstream changes.
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are often limited in the content and quantity that may be sent.
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Tweets targeting the current contributor base should use the [@K8sContributors]
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All communications via email and social media should link out to the Contributor Site whenever possible. The
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account. There are no restrictions with this account for the amount or kind of
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["Events"](https://www.kubernetes.dev/events/) top-level page is where all Contributor Summit information is
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messages that may be sent. This account may be used for announcements,
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organized, by calendar year.
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live-tweeting, pictures and more. Reach out to the Kubernetes [Contributor Comms] to schedule or use this account.
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**Slack**
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## Shadow to the Marketing Lead Role
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Slack messaging should be implemented so that all corners of our community are communicated with. Let your emoji power shine!
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The following channels will be important for all major announcements, plus most reminders:
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- **#contributor-summit**
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- **#kubernetes-org-members**
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- **#chairs-and-techleads**
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This role can include one or more shadows. The Marketing Lead can delegate/assign
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Please contact the [SIG ContribEx Contributor Comms team](/communication/contributor-comms/README.md) for access to the Announcement
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tasks to the shadows. The expectation from a shadow is to lead one of the
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bot in the Kubernetes Slack, which will be useful for broadcasts. The **#contributor-summit** channel should be used for all day-of
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events-team roles in an upcoming summit. The shadows to the Marketing Lead are
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event communications by you and other summit sub-teams. Contributors and attendees will also ask questions here: this channel should
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responsible for handling all Marketing lead related activities in the absence of
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be monitored up until the day of the summit (the Day-of Ops Team will work with you on communications and monitoring on the
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the Lead.
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day of the event).
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**X and Mastodon**
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Tweets can be sent from two accounts: [@K8sContributors](https://twitter.com/K8sContributors) and [@Kubernetesio](https://twitter.com/kubernetesio).
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Mastodon uses [@K8sContributors](https://hachyderm.io/@K8sContributors) on the hachyderm.io instance.
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Messaging is coordinated via Buffer, which is owned by the [SIG ContribEx Contributor Comms team](/communication/contributor-comms/README.md).
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Please work with the Contributor Comms team for access.
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Announcements, live-tweeting, and pictures are all suitable updates for sharing on social media.
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Most emails sent should have this information mirrored on social media, with links out to the
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website for further information.
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## Shadow to the Communications Lead Role
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This role should include one or more shadows. The Communications Lead should delegate/assign
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tasks to the shadows, including the drafting of emails and Slack/social media posts.
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The expectation from a shadow is to lead one of the summit planning team roles in an upcoming summit.
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The shadows to the Communications Lead are responsible for handling all Communications Lead-related
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activities in the absence of the Lead.
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## Documentation
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## Documentation
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[Email comms used for Contributor Summit Barcelona, 2019]
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- [Email comms used for Contributor Summit EU in Paris, 2024](https://drive.google.com/drive/folders/1m2sRXVp_S37V46jPk9SS3pznFZKq41uI?usp=drive_link) (Requires access – please ask Contributor Comms)
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- [Email comms used for Contributor Summit EU in Barcelona, 2019](/events/2019/05-contributor-summit/communications.md)
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- [Contributor Site](https://www.kubernetes.dev/)
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[Email comms used for Contributor Summit Barcelona, 2019]: /events/2019/05-contributor-summit/communications.md
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- [SIG Contributor Experience leads](/sig-contributor-experience/README.md#leadership)
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[SIG Contributor Experience leads]: /sig-contributor-experience/README.md#leadership
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- [@K8sContributors on X](https://twitter.com/K8sContributors)
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[@K8sContributors]: https://twitter.com/K8sContributors
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- [@Kubernetesio on X](https://twitter.com/kubernetesio)
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[@Kubernetesio]: https://twitter.com/kubernetesio
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- [@K8sContributors on Mastodon](https://hachyderm.io/@K8sContributors)
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[CNCF]: https://www.cncf.io/
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- [CNCF](https://www.cncf.io/)
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[SIG-ContribEx Contributor Comms team]: /communication/contributor-comms/README.md
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- [SIG ContribEx Contributor Comms team](/communication/contributor-comms/README.md)
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