Primary Authors: Alexis Richardson, Quinton Hoole
with contributions by TOC Contributors, November 2018 - January 2019
v1.0
Scale contributions by the CNCF technical and user community, while retaining integrity and increasing quality in support of our mission.
- Strengthen the project ecosystem to meet the needs of end users and project contributors.
- Identify gaps in the CNCF project portfolio. Find and attract projects to fill these gaps.
- Educate and inform users with unbiased, effective, and practically useful information.
- Focus attention & resources on helping foster project maturity, systematically across CNCF projects.
- Clarify relationship between projects, CNCF project staff, and community volunteers.
- Engage more communities and create an on-ramp to effective TOC contribution & recognition.
- Reduce some project workload on TOC while retaining executive control & tonal integrity with this elected body.
- Avoid creating a platform for politics between vendors.
- Provide a ladder for community members to get involved with the technical oversight of CNCF projects. As part of this, TAGs are expected to actively nurture diverse participation.
A CNCF TAG will oversee and coordinate the interests pertaining to a logical area of needs of end users and/or projects. Examples of such areas include security, testing, observability, storage, networking, etc. The area overseen by a TAG is typically met by a set of CNCF projects, and may also represent a cross-cutting feature group shared by several projects (like security and observability). TAG’s are:
- long lived groups that report to the Technical Oversight Committee
- led primarily by recognised experts in the relevant field(s), supported by other contributors
CNCF TAGs are modelled on Kubernetes SIGs. Differences are intended to be minimal to avoid confusion - unavoidable differences are described here.
It is the desire of the TOC that the CNCF TAGs, under guidance from the TOC, provide high-quality technical expertise, unbiased information and proactive leadership within their category. The TOC makes use of this input to act as an informed and effective executive board to select and promote appropriate CNCF projects and practices, and to disseminate high quality information to end users and the cloud-native community in general. TAGs explicitly have no direct authority over CNCF projects. In particular, the creation of CNCF TAG’s does not change the existing, successfully practiced charter goal that "Projects.. will be ‘lightly’ subject to the Technical Oversight Committee".
The TAGs should strive to present the TOC with easily understandable and votable "propositions", each of which is supported by clear written evidence. A proposition may be “to approve this project for incubation based on this written due diligence investigation”, or “to approve this landscape document based on these clear goals and evidence that it achieves them”. It is of utmost importance that the information and proposals provided to the TOC by TAGs be highly accurate and unbiased, driven by the goal to improve the CNCF as a whole, rather than benefit one project or company over another. We believe that the rising tide lifts all boats, and that is our goal.
Key ideas here:
- The TOC is the arbiter & editor and may always intervene and overrule.
- The TAGs are the productive talent, and respected as such.
TAGs may choose to spawn focused and time-limited working groups to achieve some of their responsibilities (for example, to produce a specific educational white paper, or portfolio gap analysis report). Working groups should have a clearly documented charter, timeline (typically a few quarters at most), and set of deliverables. Once the timeline has elapsed, or the deliverables delivered, the working group dissolves, or is explicitly re-chartered.
- Understand and document a high level roadmap of projects within this space, including CNCF and non-CNCF projects. Identify gaps in project landscape.
- For projects that fall within the CNCF, perform health checks.
- Perform discovery of and outreach to candidate projects
- Help candidate projects prepare for presentation to the TOC
- Every CNCF project will be assigned to one suitable TAG by the TOC.
- Provide up-to-date, high quality, unbiased and easy-to-consume material to help end users to understand and effectively adopt cloud-native technologies and practises within the TAG’s area, for example:
- White papers, presentations, videos, or other forms of training clarifying terminology, comparisons of different approaches, available projects or products, common or recommended practises, trends, illustrative successes and failures, etc.
- As far as possible, information should be based on research and fact gathering, rather than pure marketing or speculation.
- Gather useful end user input and feedback regarding expectations, pain points, primary use cases etc.
- Compile this into easily consumable reports and/or presentations to assist projects with feature design, prioritization, UX etc.
- TAGs are open organizations with meetings, meeting agendas and notes, mailing lists, and other communications in the open
- The mailing list, TAG meeting calendar, and other communication documents of the TAG will be openly published and maintained
- Perform technical due diligence on new and graduating projects, and advise TOC on findings.
- Be involved with, or periodically check in with projects in their area, and advise TOC on health, status and proposed actions (if any) as necessary or on request.
- This is formally reviewed annually, and approved by the TOC. The charter must clearly articulate:
- what is in and out of scope of the TAG,
- whether and how it overlaps and interfaces with other CNCF TAG’s or other relevant groups, and
- how it operates and is governed, and specifically whether and how it deviates from standard TAG operating guidelines provided by the TOC. Deviation from these guidelines is discouraged, unless there are good and well-documented reasons for such divergence, approved by the TOC.
See Example Responsibilities of a CNCF TAG.
Important: Each TAG is supported by a named member of the CNCF executive staff who is accountable for liaison with the CNCF Executive Director, plus communication and performance of the TAG, with quarterly and annual reporting to Governing Board & TOC.
As a starting point let’s be inspired by CNCF OSS Projects and by K8s SIGs. That means minimal viable governance and community-based organisation.
- TAGs are formed by the TOC. Initial TAGs are listed in proposed TAGs, and will be adapted over time as required. If members of the community believe that additional TAGs are desired, they should propose these to the TOC, with clear justification, and ideally volunteers to lead the TAG. The TOC wishes to have the smallest viable number of TAGs, and for all of them to be highly effective (as opposed to a "TAG sprawl" with large numbers of relatively ineffective TAGS).
- TAG has three co-chairs, who are TOC Contributors, recognized as experts in that area, and for their ability to co-lead the TAG to produce the required unbiased outputs.
- TAG has one TOC liaison who is a voting member of the TOC acting as an additional non-executive chair on occasions when TOC input is deemed necessary by the TOC or the TAG chairs.
- TAG has multiple tech leads who are recognized as (1) experts in the TAG area, (2) leaders of projects in the TAG’s area (3) demonstrating the ability to provide the balanced technical leadership required to produce the required unbiased outputs of the TAG. The reason for having separate chair and tech lead roles is to allow responsibility for primarily administrative functions to be separated from deep technical functions and associated time commitments and skill sets. Where appropriate, an individual may perform both roles as shown in TAG member roles.
- Participant diversity is strongly encouraged within TAGs, and TAG chairs are expected to actively encourage a diverse range of community members to take up named roles (see point 7).
- A variety of perspectives is strongly encouraged within TAGs. To this end, a supermajority (⅔ or more) of chairs or a supermajority of tech leads from a single group of related companies, market segment, etc will be actively discouraged by the TOC.
- TAG members are self-declared, so that some TAG work is done by volunteers from the TOC Contributors and community. To recognise members who make sustained and valuable contributions to a TAG over time, TAG-defined and assigned roles may be created (e.g. scribe, training or documentation coordinator etc). TAG’s should document what these roles and responsibilities are, and who performs them, and have them approved by TAG leads. TAGs roles should have active mentoring and shadowing programs to encourage sustainability of the TAG.
- Three chairs where the active chair rotates each week/fortnight/month.
- Primarily performs administrative functions including collecting and compiling topics for the (bi)weekly agenda, chairing the meeting, ensuring that quality meeting minutes are published, and follow-up actions tracked and resolved.
- A chair role may be held and performed by a tech lead, in cases where one person has the time and ability to perform both roles to the satisfaction of the TOC and TAG members.
- Leads projects in the TAG’s area.
- Has the time and ability to perform deep technical dives on projects. Projects may include formal CNCF projects or other projects in the area covered by the TAG.
- Streamlines communications between TOC and TAG chairs, and helps TAG to set priorities.
- Communicates performance of the TAG to TOC.
- Helps with growth and development of the TAG.
- Attends TAG meetings, as needed/requested.
- Named and defined by the TAG (e.g. scribe, PR lead, docs/training lead, etc)
- Approved by supermajority of the chairs.
- Self-declared
- May either have no explicit roles or responsibilities, or formally assigned roles (see above).
- May not create the impression that they have any authority or formal responsibilities in the TAG other than assigned roles.
- The TOC nominates Chairs
- Chairs are assigned following a 2/3 majority vote of the TOC
- Terms last for 2 years but staggered such that at least 1 of the chairs is able to maintain continuity
- The TOC and Chairs nominate Tech leads
- Tech leads are assigned following a 2/3 majority vote of the TOC and a 2/3 majority vote of TAG Chairs
- TAG Chairs and Tech Leads may be unassigned from the TAG at any time following a 2/3 majority vote of the TOC
- All TAGs inherit and follow the CNCF TOC Operating Principles.
- TAGs must have a documented governance process that encourages community participation and clear guidelines to avoid biased decision-making.
- NOTE: aim here is to align with "minimal viable" model of the CNCF projects, and only have such governance as is needed, not anything too burdensome
- They may grow a set of practices over time in the same way as an OSS Project, provided this is consistent with CNCF Operating Principles.
- As with CNCF Projects all exceptions and disputes are handled by TOC with CNCF Staff help
- No formal systematic budget at this time, other than commitment of CNCF executive staff to provide named person as liaison point.
- Just as CNCF Projects may have "help" offered by CNCF and may ask for things via the ServiceDesk, the TAGs may do this.
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In the event that a TAG is unable to regularly establish quorum, or fulfill the responsibilities and/or regularly report to the TOC, the TOC will:
- Consider retiring the TAG after 3 months
- Must retire the TAG after 6 months
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The TOC may, by means of a 2/3 majority vote, declare "no confidence" in the TAG. In this event, the TOC may then vote to retire or reconstitute the TAG.