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To: gentoo-nfp@g.o
From: David Abbott <dabbott@g.o>
Subject: Re: Foundation Periodic Activities Tracker
Date: Sun, 17 Jul 2011 19:44:47 -0400
On Sun, Jul 17, 2011 at 5:59 PM, Rich Freeman <rich0@g.o> wrote:
> It has been fairly obvious that for a number of years one of the
> biggest problem the Foundation struggles with is remembering to take
> care of things that need to be taken care of on some kind of periodic
> interval.  We forget to file and let our foundation become inactive.
> We forget to renew trademarks until the last minute, and so on.
> To help improve this I'm going to try to lead efforts to create a
> simple and effective periodic activity tracking checklist.  The heart
> of the checklist is just going to be a table of activities that need
> to happen periodically.  Attributes I plan to track include:
> Name of Activity
> Who is responsible (by role) - nothing to stop people from teaming up,
> but one role should be the lead for anything
> Frequency of Activity (ie annually, quarterly, etc)
> Whether activity is legally required (vs nice-to-have)
> Last time activity was completed
> Next time activity is due
> Link to details page
> Then for each activity we can have a details page (or anchors in a
> single page) that goes into the gory details.  I'd expect this to
> include:
> Links to appropriate laws/etc.
> Recommended process to follow.
> Links to helpful tools/forms/etc.
> Where to find the information necessary to complete the step.
> Where we store the official copy of the resulting deliverable.
> Where interested users can find the deliverable (perhaps redacted), if
> applicable.  I'd encourage as much transparency as possible (many
> eyeballs/etc).
> Links to bugs tracking past/current activity completions.
> I'd just put all of this stuff on the Gentoo website in GuideXML/etc.
> That is, unless somebody is aware of a tool we could leverage which
> would better accomplish this while keeping things simple and being
> aligned with our values.
> Feel free to chime in here with suggestions for design
> improvements/etc, but my intent is to get started creating and not
> wait until things are perfect.  Any system of organization is going to
> be better than what we already have.  Once the structure is in place
> anybody can feel free to suggest additions to the list, and this
> should be pretty easy to distribute among volunteers (even those
> without commit access if you can modify a template xml file and submit
> a bug).
> Rich
Hi Rich,
I put together this page [0] to get started. I put it in the secretary
directory and we can link to it from the foundation home page. Its
just a simple table and once the category's are set up it is easy to
keep updated. We could create a google spreadsheet with the same
category's and once that is set up transfer it to the xml page. The
Activity and status entry is just an example. If you want to send me
the data to put into the form just let me know. I can remove the page
if it is not what is wanted.
All the best,

David Abbott (dabbott)

Re: Foundation Periodic Activities Tracker
-- Rich Freeman
Re: Foundation Periodic Activities Tracker
-- Mike Pagano
Foundation Periodic Activities Tracker
-- Rich Freeman
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Updated Jun 27, 2012

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