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To: gentoo-nfp@g.o
From: Mike Pagano <mpagano@...>
Subject: Re: Foundation Periodic Activities Tracker
Date: Sun, 17 Jul 2011 20:51:00 -0400
<p>How about timely email reminders?</p>
<div class="gmail_quote">On Jul 17, 2011 8:06 PM, &quot;David Abbott&quot; &lt;<a href="mailto:dabbott@g.o">dabbott@g.o</a>&gt; wrote:<br type="attribution">&gt; On Sun, Jul 17, 2011 at 5:59 PM, Rich Freeman &lt;<a href="mailto:rich0@g.o">rich0@g.o</a>&gt; wrote:<br>
&gt;&gt; It has been fairly obvious that for a number of years one of the<br>&gt;&gt; biggest problem the Foundation struggles with is remembering to take<br>&gt;&gt; care of things that need to be taken care of on some kind of periodic<br>
&gt;&gt; interval.  We forget to file and let our foundation become inactive.<br>&gt;&gt; We forget to renew trademarks until the last minute, and so on.<br>&gt;&gt;<br>&gt;&gt; To help improve this I&#39;m going to try to lead efforts to create a<br>
&gt;&gt; simple and effective periodic activity tracking checklist.  The heart<br>&gt;&gt; of the checklist is just going to be a table of activities that need<br>&gt;&gt; to happen periodically.  Attributes I plan to track include:<br>
&gt;&gt;<br>&gt;&gt; Name of Activity<br>&gt;&gt; Who is responsible (by role) - nothing to stop people from teaming up,<br>&gt;&gt; but one role should be the lead for anything<br>&gt;&gt; Frequency of Activity (ie annually, quarterly, etc)<br>
&gt;&gt; Whether activity is legally required (vs nice-to-have)<br>&gt;&gt; Last time activity was completed<br>&gt;&gt; Next time activity is due<br>&gt;&gt; Link to details page<br>&gt;&gt;<br>&gt;&gt; Then for each activity we can have a details page (or anchors in a<br>
&gt;&gt; single page) that goes into the gory details.  I&#39;d expect this to<br>&gt;&gt; include:<br>&gt;&gt; Links to appropriate laws/etc.<br>&gt;&gt; Recommended process to follow.<br>&gt;&gt; Links to helpful tools/forms/etc.<br>
&gt;&gt; Where to find the information necessary to complete the step.<br>&gt;&gt; Where we store the official copy of the resulting deliverable.<br>&gt;&gt; Where interested users can find the deliverable (perhaps redacted), if<br>
&gt;&gt; applicable.  I&#39;d encourage as much transparency as possible (many<br>&gt;&gt; eyeballs/etc).<br>&gt;&gt; Links to bugs tracking past/current activity completions.<br>&gt;&gt;<br>&gt;&gt; I&#39;d just put all of this stuff on the Gentoo website in GuideXML/etc.<br>
&gt;&gt; That is, unless somebody is aware of a tool we could leverage which<br>&gt;&gt; would better accomplish this while keeping things simple and being<br>&gt;&gt; aligned with our values.<br>&gt;&gt;<br>&gt;&gt; Feel free to chime in here with suggestions for design<br>
&gt;&gt; improvements/etc, but my intent is to get started creating and not<br>&gt;&gt; wait until things are perfect.  Any system of organization is going to<br>&gt;&gt; be better than what we already have.  Once the structure is in place<br>
&gt;&gt; anybody can feel free to suggest additions to the list, and this<br>&gt;&gt; should be pretty easy to distribute among volunteers (even those<br>&gt;&gt; without commit access if you can modify a template xml file and submit<br>
&gt;&gt; a bug).<br>&gt;&gt;<br>&gt;&gt; Rich<br>&gt;&gt;<br>&gt;&gt;<br>&gt; Hi Rich,<br>&gt; I put together this page [0] to get started. I put it in the secretary<br>&gt; directory and we can link to it from the foundation home page. Its<br>
&gt; just a simple table and once the category&#39;s are set up it is easy to<br>&gt; keep updated. We could create a google spreadsheet with the same<br>&gt; category&#39;s and once that is set up transfer it to the xml page. The<br>
&gt; Activity and status entry is just an example. If you want to send me<br>&gt; the data to put into the form just let me know. I can remove the page<br>&gt; if it is not what is wanted.<br>&gt; All the best,<br>&gt; David<br>
&gt; [0] <a href=""></a><br>&gt; <br>&gt; -- <br>&gt; David Abbott (dabbott)<br>&gt; Gentoo<br>
&gt; <a href=""></a><br>&gt; <br></div>
Foundation Periodic Activities Tracker
-- Rich Freeman
Re: Foundation Periodic Activities Tracker
-- David Abbott
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Updated Jun 27, 2012

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