|
| 1 | +--- |
| 2 | +name: GC Member Onboarding |
| 3 | +about: Onboard a new member of the Governance Committee |
| 4 | +title: 'GC ONBOARDING: <GH_USERNAME>' |
| 5 | +labels: area/onboarding |
| 6 | +assignees: '' |
| 7 | +--- |
| 8 | + |
| 9 | +<!-- Please remember to change the title of this issue by replacing |
| 10 | +<GH_USERNAME> with the actual GitHub username of the GC member to be |
| 11 | +onboarded. --> |
| 12 | + |
| 13 | +This issue should be assigned to both an existing member and a newly elected |
| 14 | +member, and the actions should be performed by both in collaboration. This |
| 15 | +ensures fluid communication and a successful onboarding into the |
| 16 | +OpenTelemetry Governance Committee. |
| 17 | + |
| 18 | +The issue should be `Closed as completed` by the new member after all steps |
| 19 | +have been completed. |
| 20 | + |
| 21 | +## Assumptions |
| 22 | +These assumptions ensure that the rest of the guide can be followed |
| 23 | +successfully. |
| 24 | + |
| 25 | +The existing member must: |
| 26 | + |
| 27 | +1. Have the necessary privileges to perform the actions listed below. |
| 28 | + |
| 29 | +The new member must: |
| 30 | + |
| 31 | +1. Be familiar with basic OpenTelemetry concepts |
| 32 | + 1. [Mission, Vision and Values](https://opentelemetry.io/community/mission/) |
| 33 | + 2. [Concepts](https://opentelemetry.io/docs/concepts/) |
| 34 | + 3. [Specification](https://opentelemetry.io/docs/specs/otel/) |
| 35 | +2. Have read and agreed to comply with the |
| 36 | + [OpenTelemetry Governance Committee Charter](https://github.com/open-telemetry/community/blob/main/governance-charter.md) |
| 37 | + as per requirements to stand for election. |
| 38 | +3. Have an email address, Google account, and GitHub account and is willing |
| 39 | + to share those details with other GC members. |
| 40 | + 1. **Note**: Google account is mainly needed for Google Docs, but one may |
| 41 | + prefer to use work email or personal email for calendar invites. |
| 42 | + |
| 43 | + |
| 44 | +## Access Grants |
| 45 | +This section ensures that the new member has access to all systems and has the |
| 46 | +necessary privileges to perform their role as a member of the GC. |
| 47 | + |
| 48 | +### 1Password |
| 49 | +1Password contains credentials for accounts managed by the GC as a group (i.e. |
| 50 | +not personal items). |
| 51 | + |
| 52 | +The existing member must: |
| 53 | + |
| 54 | +- [ ] Invite new member to [OpenTelemetry 1Password](https://opentelemetry.1password.com) |
| 55 | + via email. |
| 56 | +- [ ] After invite is accepted, add them to the `Owners` group as a `Manager`. |
| 57 | + |
| 58 | +The current member must: |
| 59 | + |
| 60 | +- [ ] Accept invitation and create new account on [OpenTelemetry 1Password](https://opentelemetry.1password.com). |
| 61 | +- [ ] Validate they have `Manager` access to `Owners` group, and that the group |
| 62 | + contains only current GC members. |
| 63 | +- [ ] Validate they have `Full Access` to the `OpenTelemetry Governance` vault. |
| 64 | + This should be given automatically via the `Owners` group. |
| 65 | + |
| 66 | +### CNCF Slack |
| 67 | +The main async medium for GC and TC members to communicate is a set of private |
| 68 | +channels on Slack. |
| 69 | + |
| 70 | +The existing member must: |
| 71 | + |
| 72 | +- [ ] Add new member to the following private channels: |
| 73 | + - [opentelemetry-gc](https://cloud-native.slack.com/archives/C01S673T1NE) |
| 74 | + - [opentelemetry-gc-tc](https://cloud-native.slack.com/archives/C02KF2PPUV9) |
| 75 | + - [opentelemetry-gc-alum](https://cloud-native.slack.com/archives/C02KBUGC685) |
| 76 | + |
| 77 | +The new member must: |
| 78 | + |
| 79 | +- [ ] Create a [CNCF Slack](https://slack.cncf.io/) account if they do not |
| 80 | + already have one. |
| 81 | + |
| 82 | +### CNCF Service Desk |
| 83 | +Interactions between the OpenTelemetry GC and CNCF are mostly driven via Service |
| 84 | +Desk tickets. Members can create tickets to discuss access to systems, licensing, |
| 85 | +funds, marketing, press, etc. |
| 86 | + |
| 87 | +The existing member must: |
| 88 | + |
| 89 | +- [ ] Create a Service Desk ticket to invite new member via email and add it to |
| 90 | + OpenTelemetry group. |
| 91 | + |
| 92 | +The new member must: |
| 93 | + |
| 94 | +- [ ] Accept invitation to CNCF Service Desk and create an account. |
| 95 | +- [ ] Validate they have access to the [CNCF Service Desk](https://cncfservicedesk.atlassian.net/servicedesk/customer/portals) |
| 96 | + (see more information about Service Desk in the [docs](https://github.com/cncf/servicedesk#readme)). |
| 97 | +- [ ] Validate they have access to [OpenTelemetry Requests](https://cncfservicedesk.atlassian.net/servicedesk/customer/user/requests?page=1&reporter=org-31). |
| 98 | + |
| 99 | +### GitHub |
| 100 | +Most of the management, enablement, support and documentation work done by GC |
| 101 | +members happens on GitHub. |
| 102 | + |
| 103 | +The existing member must: |
| 104 | + |
| 105 | +- [ ] Ask TC to add new member as `Member` to the [open-telemetry](https://github.com/open-telemetry/) |
| 106 | + organization. |
| 107 | +- [ ] Ask TC to add new member as `Member` to the [open-telemetry/governance-committee](https://github.com/orgs/open-telemetry/teams/governance-committee) |
| 108 | + team. |
| 109 | +- [ ] Add new member as code owner in [open-telemetry/community](https://github.com/open-telemetry/community/blob/main/CODEOWNERS) |
| 110 | +- [ ] Add new member to the list of GC members in [open-telemetry/community/community-members.md](https://github.com/open-telemetry/community/blob/main/community-members.md). |
| 111 | +- [ ] Add new member in the `OpenTelemetry (Governance Committee)` section of [cncf/foundation/project-maintainers.csv](https://github.com/cncf/foundation/blob/main/project-maintainers.csv) |
| 112 | + |
| 113 | +### Mailing Lists |
| 114 | +The following mailing lists ensure that communications reach all necessary |
| 115 | +members of this group. |
| 116 | + |
| 117 | +The existing member must: |
| 118 | + |
| 119 | +- [ ] Invite new member as `Moderator`, ensuring that they have the same |
| 120 | + privileges as existing members, to the following mailing lists: |
| 121 | + - https://lists.cncf.io/g/cncf-opentelemetry-governance |
| 122 | + - https://lists.cncf.io/g/cncf-otel-zoomadmins |
| 123 | +- [ ] Open CNCF Service Desk ticket to invite new member as `Member` to |
| 124 | + https://lists.cncf.io/g/cncf-opentelemetry-maintainers |
| 125 | + |
| 126 | +The new member must: |
| 127 | +- [ ] Accept invitations to mailing lists above, creating an account on https://lists.cncf.io |
| 128 | + if necessary, using their preferred email address. |
| 129 | + |
| 130 | +### Google Drive |
| 131 | +OpenTelemetry handles minutes and other ad-hoc documents in Google Drive. |
| 132 | + |
| 133 | +The existing member must: |
| 134 | + |
| 135 | +- [ ] Give new member write access to: |
| 136 | + - [OpenTelemetry Governance Committee meeting notes](https://docs.google.com/document/d/1-23Sf7-xZK3OL5Ogv2pK0NP9YotlSa0PKU9bvvtQwp8) |
| 137 | + |
| 138 | +The new member must: |
| 139 | + |
| 140 | +- [ ] Validate they have write access to the documents listed above. |
| 141 | + |
| 142 | +### Google Calendar |
| 143 | +All OpenTelemetry public meetings are handled via Google Calendars (see [How to handle public calendar](https://github.com/open-telemetry/community/blob/main/docs/how-to-handle-public-calendar.md) |
| 144 | +for more details). People in the `opentelemetry-calendar-contributors` Google |
| 145 | +Group have write access to the OpenTelemetry public calendar. To view and |
| 146 | +manage members of this group one must use the `[email protected]` |
| 147 | +account. |
| 148 | + |
| 149 | +The existing member must: |
| 150 | + |
| 151 | +- [ ] Add user as `Owner` of https://groups.google.com/g/opentelemetry-calendar-contributors. |
| 152 | + |
| 153 | +The new member must: |
| 154 | + |
| 155 | +- [ ] Validate they have `Owner` permissions on the group above. |
| 156 | + |
| 157 | +### Zapier |
| 158 | +Zapier is used to sync meeting recordings from Zoom to a publicly viewable |
| 159 | +Google spreadsheet (see https://github.com/open-telemetry/community/blob/main/docs/how-meeting-recordings-upload-works.md |
| 160 | +for more details). |
| 161 | + |
| 162 | +The new member must: |
| 163 | +- [ ] Validate they can log in to https://zapier.com with the credentials in 1Password. |
| 164 | + |
| 165 | +## Meetings and Ceremonies |
| 166 | +As per GC charter, all members are expected to attend the following meetings: |
| 167 | + |
| 168 | +- Governance Committee Meeting (every Thursday 11:00 Pacific Time). |
| 169 | +- Governance/Technical Committee Joint Meeting (every second Thursday of the month, |
| 170 | + coinciding with the Governance Committee Meeting). |
| 171 | + |
| 172 | +The dates and times of these meetings may be discussed and updated after every |
| 173 | +election cycle to accommodate time zones and scheduling requirements of attendees. |
| 174 | + |
| 175 | +The existing member must: |
| 176 | +- [ ] Invite the new member to the meetings using the new members' preferred |
| 177 | + email address. |
| 178 | + |
| 179 | +## Further Reading |
| 180 | +The following is a list of documents and other media that new members must |
| 181 | +familiarize themselves with. The new member must go through these media and ask |
| 182 | +any relevant questions that will aid them in understanding their role as a GC |
| 183 | +member. The existing member must assist the new member, to the best of their |
| 184 | +capacity, in finding answers to these questions. |
| 185 | + |
| 186 | +- [ ] [OpenTelemetry Code of Conduct](https://github.com/open-telemetry/community/blob/main/code-of-conduct.md): |
| 187 | + all GC members define, evolve, and defend the Code of Conduct. |
| 188 | +- [ ] [OpenTelemetry Governance Committee meeting notes](https://docs.google.com/document/d/1-23Sf7-xZK3OL5Ogv2pK0NP9YotlSa0PKU9bvvtQwp8): |
| 189 | + to identify items currently in progress. [Meeting Recordings](https://docs.google.com/spreadsheets/d/1SYKfjYhZdm2Wh2Cl6KVQalKg_m4NhTPZqq-8SzEVO6s) |
| 190 | + can help get more details if needed. |
| 191 | +- [ ] [Project Management](https://github.com/open-telemetry/community/blob/main/project-management.md): |
| 192 | + to understand the fundamentals of how projects are managed by the GC and TC. |
| 193 | +- [ ] [Active Projects](https://github.com/open-telemetry/community/tree/main/projects): |
| 194 | + to understand current project deliverables and the challenges they aim to |
| 195 | + solve. |
| 196 | +- [ ] [Project Board](https://github.com/orgs/open-telemetry/projects/29): |
| 197 | + including the individual project boards for each of these, they help |
| 198 | + understand the current state of the projects listed in the previous item. |
| 199 | +- [ ] [Community repo docs](https://github.com/open-telemetry/community/tree/main/docs): |
| 200 | + for instructions on how to work with calendars, configuring repositories, |
| 201 | + uploading recordings, etc. As a GC member, it is useful to know that these |
| 202 | + docs are there when needed. |
| 203 | +- [ ] [Inclusive Open Source Community Orientation (LFC102)](https://training.linuxfoundation.org/training/inclusive-open-source-community-orientation-lfc102/): |
| 204 | + this free orientation course is designed to provide you with essential |
| 205 | + background knowledge and practical skills to create an inclusive culture |
| 206 | + in the open source community. Members of the GC may take this course in |
| 207 | + support of our community values. |
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