inner source 101 - gwo2016

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Jim Jagielski @jimjag Inner Source 101 AKA: Lessons Learned from Open Source for the Enterprise

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Page 1: Inner Source 101 - GWO2016

Jim Jagielski @jimjag

Inner Source 101

AKA: Lessons Learned from Open Source for the Enterprise

Page 2: Inner Source 101 - GWO2016

This work is licensed under a Creative Commons Attribution 3.0 Unported License.

About Me➡ Apache Software Foundation

➡ Co-founder, Director, Member and Developer

➡ Director ➡ Outercurve, MARSEC-XL, OSSI, OSI (ex)…

➡ Developer ➡ Mega FOSS projects

➡ O’Reilly Open Source Award: 2013 ➡ European Commission: Luminary Award ➡ Sr. Director: Tech Fellows: Capital One

Page 3: Inner Source 101 - GWO2016

This work is licensed under a Creative Commons Attribution 3.0 Unported License.

Introduction➡ What can corporate IT learn from leading open development

communities? ➡ Both principles and techniques offer value ➡ Understanding principles allows you to alter techniques

➡ Challenges must be overcome to realize success

Page 4: Inner Source 101 - GWO2016

This work is licensed under a Creative Commons Attribution 3.0 Unported License.

Principles➡ Communication ➡ Transparency ➡ Collaboration ➡ Community ➡ Meritocracy

Page 5: Inner Source 101 - GWO2016

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Principles: Communication➡ Is core and foundational

➡ Everything builds on this

➡ Open and asynchronous ➡ Doesn’t disenfranchise anyone

➡ Archivable ➡ Maintains history and allows ebb/flow

➡ Document tribal knowledge ➡ Communication ➾ Transparency

Page 6: Inner Source 101 - GWO2016

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Principles: Transparency➡ Public and Open

➡ Inclusion

➡ Reuse ➡ You can only reuse what you can see ➡ Connections

➡ Quality/Security ➡ More eyeballs mean better quality

➡ Measurement ➡ Transparency enables measurement

➡ Transparency ➾ Collaboration

Page 7: Inner Source 101 - GWO2016

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Principles: Collaboration➡ Common Vision ➡ Common Goal ➡ See connections ➡ Encourages contribution and improves leverage ➡ Encourages feedback and dialogue ➡ Collaboration ➾ Community

Page 8: Inner Source 101 - GWO2016

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Principles: Community➡ Loyalty

➡ Community breeds loyalty

➡ Durability ➡ Communities can create durable assets, processes and culture

➡ Health ➡ Feedback and Dialogue ➡ Community ➾ Meritocracy

Page 9: Inner Source 101 - GWO2016

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Principles: Meritocracy➡ Technical decisions made by technical experts

➡ Better informed decisions

➡ Role models ➡ Merit provides examples

➡ Earned authority ➡ “Natural” leadership

➡ Known path and “rewards” ➡ Meritocracy ➾ Communication

Page 10: Inner Source 101 - GWO2016

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Techniques➡ Collaboration Infrastructure

➡ Systems supporting communication and coordination: repositories, trackers, forums, build tools

➡ Open Standards ➡ Using open standards in systems design and standards-based tools

for development

➡ Meritocratic Governance ➡ Merit determines influence on decisions ➡ Community-based governance structures

Page 11: Inner Source 101 - GWO2016

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Techniques: Communication and Transparency

➡ E-Mail lists ➡ Avoid F2F meetings ➡ Always bring meeting discussions back to list ➡ IRC/Slack/Hipchat as backups

➡ Communications ➡ Encourage larger audiences

➡ Not just “core” teams

➡ Encourage “lurkers”

➡ All development done on-list

Page 12: Inner Source 101 - GWO2016

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Techniques: Collaboration➡ Repositories

➡ Enable discoverability ➡ All can read, limit write

➡ Trackers ➡ Coordinate collaborative work, transparency

➡ Build and Test tools ➡ Enable consistent, independent ➡ repeatable builds ➡ support process discipline, quality assurance, productivity,ramp-up

➡ Sharing / re-use

Page 13: Inner Source 101 - GWO2016

This work is licensed under a Creative Commons Attribution 3.0 Unported License.

Techniques: Community➡ Tech-talks ➡ Mentoring ➡ Cross-team events ➡ Break down silos

Page 14: Inner Source 101 - GWO2016

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Techniques: Meritocracy➡ Decisions

➡ Influence on decisions determined by merit

➡ Structures ➡ Governance structures supporting merit-based decision-making

➡ Examples: PMC managing roadmap / stds, shared components; user/contributor/committer roles for common code as well as strategy / standards content; review and approval of changes to standards, roadmaps, shared assets; peer voting on releases

Page 15: Inner Source 101 - GWO2016

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Techniques: Open Standards➡ Faster ramp-up

➡ Standards provide common background

➡ Easier setup ➡ Easier to get started, get up to speed

➡ Interoperability ➡ Key to success in heterogeneous environments

Page 16: Inner Source 101 - GWO2016

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Challenges➡ Resistance ➡ Choosing the right opportunities

➡ “Open everything” does not work

➡ Rewarding merit ➡ Business focus

➡ Accountability ➡ Control

Page 17: Inner Source 101 - GWO2016

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Resistance➡ If it ain't broke... ➡ Communication can be annoying at first ➡ Need to learn new tools and processes ➡ Closed processes and decision-making are the norm ➡ Administrivia can get in the way

➡ can provide a convenient excuse to defer / delay

➡ Fear of loss of control and/or “ownership”

Page 18: Inner Source 101 - GWO2016

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Choosing the Right Opportunities

Good Bad Ugly

Open development of shared assets

Open development in specialized areas with small teams

Building communities that have nothing to do with day jobs

Meritocracy principles integrated into performance management

Meritocratic decision-making process, but decisions not binding

Merit earned and acknowledged, but not rewarded

Open development infrastructure introduced as part of process improvement

Open development process introduced with no infrastructure support

Open development principles mandated with no process or infrastructure support

Page 19: Inner Source 101 - GWO2016

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Meritocracy / Rewards Mismatch

➡ Defining “merit” can be hard ➡ Reward system may not be based on merit ➡ Path to merit must be clear and open ➡ Merit needs to be rewarded to proliferate ➡ Merit needs to be rewarded to be respected

Page 20: Inner Source 101 - GWO2016

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Maintaining Accountability➡ Community ownership does not guarantee owners are always

available and responsive ➡ Not always clear who owns decisions or when decisions have

been made ➡ Easy to blame lack of engagement / community support for bad

decisions or work products ➡ Control and support responsibilities need to be managed

explicitly ➡ Developers get the 3am call

Page 21: Inner Source 101 - GWO2016

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Maintaining Control➡ Communities are harder to direct and focus than individuals

➡ Merit can be invaluable here

➡ Company value needs to drive community, not vice-versa ➡ Roadmap needs to be explicit and direct ➡ Timelines, feature sets, quality, packaging and deployment

objectives have to be explicit ➡ accepted as largely “external”

Page 22: Inner Source 101 - GWO2016

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Maintaining Business Focus➡ Community interest must align with company interest ➡ Business leaders have to be welcome and engaged in

community ➡ Merit is not just technical and has to be linked to business

results ➡ Projects need to deliver value – “show value early, show value

often” ➡ Inner Sourcing should not be used as a means to invest in

projects that have weak or no business case

Page 23: Inner Source 101 - GWO2016

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Final Thoughts➡ Community is not the same as team ➡ Contribution is work ➡ Community requires investment ➡ Transparency is not a threat ➡ Collaboration means compromise ➡ Driving results means driving consensus

Page 24: Inner Source 101 - GWO2016

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Thanks!

Twitter: @jimjag

Emails:[email protected]@apache.org [email protected]

http://www.slideshare.net/jimjag/

ThxtoPhilSteitzforinspirationandsupplementalinformation

Page 25: Inner Source 101 - GWO2016

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