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Add GC onboarding issue template (open-telemetry#1836)
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--- | ||
name: GC Member Onboarding | ||
about: Onboard a new member of the Governance Committee | ||
title: 'GC ONBOARDING: <GH_USERNAME>' | ||
labels: area/onboarding | ||
assignees: '' | ||
--- | ||
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||
<!-- Please remember to change the title of this issue by replacing | ||
<GH_USERNAME> with the actual GitHub username of the GC member to be | ||
onboarded. --> | ||
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||
This issue should be assigned to both an existing member and a newly elected | ||
member, and the actions should be performed by both in collaboration. This | ||
ensures fluid communication and a successful onboarding into the | ||
OpenTelemetry Governance Committee. | ||
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The issue should be `Closed as completed` by the new member after all steps | ||
have been completed. | ||
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## Assumptions | ||
These assumptions ensure that the rest of the guide can be followed | ||
successfully. | ||
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The existing member must: | ||
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1. Have the necessary privileges to perform the actions listed below. | ||
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The new member must: | ||
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1. Be familiar with basic OpenTelemetry concepts | ||
1. [Mission, Vision and Values](https://opentelemetry.io/community/mission/) | ||
2. [Concepts](https://opentelemetry.io/docs/concepts/) | ||
3. [Specification](https://opentelemetry.io/docs/specs/otel/) | ||
2. Have read and agreed to comply with the | ||
[OpenTelemetry Governance Committee Charter](https://github.com/open-telemetry/community/blob/main/governance-charter.md) | ||
as per requirements to stand for election. | ||
3. Have an email address, Google account, and GitHub account and is willing | ||
to share those details with other GC members. | ||
1. **Note**: Google account is mainly needed for Google Docs, but one may | ||
prefer to use work email or personal email for calendar invites. | ||
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## Access Grants | ||
This section ensures that the new member has access to all systems and has the | ||
necessary privileges to perform their role as a member of the GC. | ||
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### 1Password | ||
1Password contains credentials for accounts managed by the GC as a group (i.e. | ||
not personal items). | ||
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The existing member must: | ||
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- [ ] Invite new member to [OpenTelemetry 1Password](https://opentelemetry.1password.com) | ||
via email. | ||
- [ ] After invite is accepted, add them to the `Owners` group as a `Manager`. | ||
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The current member must: | ||
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- [ ] Accept invitation and create new account on [OpenTelemetry 1Password](https://opentelemetry.1password.com). | ||
- [ ] Validate they have `Manager` access to `Owners` group, and that the group | ||
contains only current GC members. | ||
- [ ] Validate they have `Full Access` to the `OpenTelemetry Governance` vault. | ||
This should be given automatically via the `Owners` group. | ||
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### CNCF Slack | ||
The main async medium for GC and TC members to communicate is a set of private | ||
channels on Slack. | ||
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The existing member must: | ||
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- [ ] Add new member to the following private channels: | ||
- [opentelemetry-gc](https://cloud-native.slack.com/archives/C01S673T1NE) | ||
- [opentelemetry-gc-tc](https://cloud-native.slack.com/archives/C02KF2PPUV9) | ||
- [opentelemetry-gc-alum](https://cloud-native.slack.com/archives/C02KBUGC685) | ||
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The new member must: | ||
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- [ ] Create a [CNCF Slack](https://slack.cncf.io/) account if they do not | ||
already have one. | ||
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### CNCF Service Desk | ||
Interactions between the OpenTelemetry GC and CNCF are mostly driven via Service | ||
Desk tickets. Members can create tickets to discuss access to systems, licensing, | ||
funds, marketing, press, etc. | ||
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The existing member must: | ||
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- [ ] Create a Service Desk ticket to invite new member via email and add it to | ||
OpenTelemetry group. | ||
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The new member must: | ||
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- [ ] Accept invitation to CNCF Service Desk and create an account. | ||
- [ ] Validate they have access to the [CNCF Service Desk](https://cncfservicedesk.atlassian.net/servicedesk/customer/portals) | ||
(see more information about Service Desk in the [docs](https://github.com/cncf/servicedesk#readme)). | ||
- [ ] Validate they have access to [OpenTelemetry Requests](https://cncfservicedesk.atlassian.net/servicedesk/customer/user/requests?page=1&reporter=org-31). | ||
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### GitHub | ||
Most of the management, enablement, support and documentation work done by GC | ||
members happens on GitHub. | ||
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The existing member must: | ||
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- [ ] Ask TC to add new member as `Member` to the [open-telemetry](https://github.com/open-telemetry/) | ||
organization. | ||
- [ ] Ask TC to add new member as `Member` to the [open-telemetry/governance-committee](https://github.com/orgs/open-telemetry/teams/governance-committee) | ||
team. | ||
- [ ] Add new member as code owner in [open-telemetry/community](https://github.com/open-telemetry/community/blob/main/CODEOWNERS) | ||
- [ ] 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). | ||
- [ ] 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) | ||
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### Mailing Lists | ||
The following mailing lists ensure that communications reach all necessary | ||
members of this group. | ||
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The existing member must: | ||
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- [ ] Invite new member as `Moderator`, ensuring that they have the same | ||
privileges as existing members, to the following mailing lists: | ||
- https://lists.cncf.io/g/cncf-opentelemetry-governance | ||
- https://lists.cncf.io/g/cncf-otel-zoomadmins | ||
- [ ] Open CNCF Service Desk ticket to invite new member as `Member` to | ||
https://lists.cncf.io/g/cncf-opentelemetry-maintainers | ||
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The new member must: | ||
- [ ] Accept invitations to mailing lists above, creating an account on https://lists.cncf.io | ||
if necessary, using their preferred email address. | ||
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### Google Drive | ||
OpenTelemetry handles minutes and other ad-hoc documents in Google Drive. | ||
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The existing member must: | ||
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- [ ] Give new member write access to: | ||
- [OpenTelemetry Governance Committee meeting notes](https://docs.google.com/document/d/1-23Sf7-xZK3OL5Ogv2pK0NP9YotlSa0PKU9bvvtQwp8) | ||
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The new member must: | ||
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- [ ] Validate they have write access to the documents listed above. | ||
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### Google Calendar | ||
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) | ||
for more details). People in the `opentelemetry-calendar-contributors` Google | ||
Group have write access to the OpenTelemetry public calendar. To view and | ||
manage members of this group one must use the `[email protected]` | ||
account. | ||
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The existing member must: | ||
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- [ ] Add user as `Owner` of https://groups.google.com/g/opentelemetry-calendar-contributors. | ||
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The new member must: | ||
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- [ ] Validate they have `Owner` permissions on the group above. | ||
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### Zapier | ||
Zapier is used to sync meeting recordings from Zoom to a publicly viewable | ||
Google spreadsheet (see https://github.com/open-telemetry/community/blob/main/docs/how-meeting-recordings-upload-works.md | ||
for more details). | ||
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The new member must: | ||
- [ ] Validate they can log in to https://zapier.com with the credentials in 1Password. | ||
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## Meetings and Ceremonies | ||
As per GC charter, all members are expected to attend the following meetings: | ||
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- Governance Committee Meeting (every Thursday 11:00 Pacific Time). | ||
- Governance/Technical Committee Joint Meeting (every second Thursday of the month, | ||
coinciding with the Governance Committee Meeting). | ||
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The dates and times of these meetings may be discussed and updated after every | ||
election cycle to accommodate time zones and scheduling requirements of attendees. | ||
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The existing member must: | ||
- [ ] Invite the new member to the meetings using the new members' preferred | ||
email address. | ||
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## Further Reading | ||
The following is a list of documents and other media that new members must | ||
familiarize themselves with. The new member must go through these media and ask | ||
any relevant questions that will aid them in understanding their role as a GC | ||
member. The existing member must assist the new member, to the best of their | ||
capacity, in finding answers to these questions. | ||
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- [ ] [OpenTelemetry Code of Conduct](https://github.com/open-telemetry/community/blob/main/code-of-conduct.md): | ||
all GC members define, evolve, and defend the Code of Conduct. | ||
- [ ] [OpenTelemetry Governance Committee meeting notes](https://docs.google.com/document/d/1-23Sf7-xZK3OL5Ogv2pK0NP9YotlSa0PKU9bvvtQwp8): | ||
to identify items currently in progress. [Meeting Recordings](https://docs.google.com/spreadsheets/d/1SYKfjYhZdm2Wh2Cl6KVQalKg_m4NhTPZqq-8SzEVO6s) | ||
can help get more details if needed. | ||
- [ ] [Project Management](https://github.com/open-telemetry/community/blob/main/project-management.md): | ||
to understand the fundamentals of how projects are managed by the GC and TC. | ||
- [ ] [Active Projects](https://github.com/open-telemetry/community/tree/main/projects): | ||
to understand current project deliverables and the challenges they aim to | ||
solve. | ||
- [ ] [Project Board](https://github.com/orgs/open-telemetry/projects/29): | ||
including the individual project boards for each of these, they help | ||
understand the current state of the projects listed in the previous item. | ||
- [ ] [Community repo docs](https://github.com/open-telemetry/community/tree/main/docs): | ||
for instructions on how to work with calendars, configuring repositories, | ||
uploading recordings, etc. As a GC member, it is useful to know that these | ||
docs are there when needed. | ||
- [ ] [Inclusive Open Source Community Orientation (LFC102)](https://training.linuxfoundation.org/training/inclusive-open-source-community-orientation-lfc102/): | ||
this free orientation course is designed to provide you with essential | ||
background knowledge and practical skills to create an inclusive culture | ||
in the open source community. Members of the GC may take this course in | ||
support of our community values. |