A walk through the OSPO fivestage Model and Personas

The TODO Group published a new research that un unpacks the Evolution of the OSPO based on previous OSPO survey insights and the learnings from some of the most noted open source leaders in the community. This research provides a set of patterns and directions to help implement an OSPO (Open Source Program Office) or an open source initiative within corporate environments. This includes an OSPO Maturity model, practical implementation from noted OSPO programs across regions and sectors, and a set of OSPO Personas, which drives differentiation in OSPO behavior.

During this presentation, Ana will walk through each of the sections from the study. The audience will be able to learn the different actions an OSPO or open source initiative should accomplish to advance in their OSPO journey based on the proposed model, and how to identify its OSPO persona.

It will also be a space to welcome the open source community to share feedback and learn how to collaborate with these resources, expanding the initial archetype scope or improving the documentation for each of the stages.

Transcript

1. A Walk through the OSPO Five-stage Model and Personas OSSummit + OSPOCon NA, 2022 Ana Jiménez Santamaría @anajsana95 Ana Jiménez | @anajsana95
2. ADOPTING A STRATEGIC POSTURE AROUND OPEN SOURCE IS NO LONGER OPTIONAL https://todogroup.org/blog/c onvince-manager-start-ospo/ https://todogroup.org/guides /#ospo-guides
3. // OSPO Adoption Streamline 🧐 Where the organization is in terms of open source involvement? 🤨 How does the organization interacts with the open source ecosystem? 🤔 What kind of open source efforts should an organization be aware of and prioritize? Ana Jiménez | @anajsana95
4. // OSPO Adoption Streamline ➡ TODO Resources OSPO Maturity Model OSPO Archetypes OSPO Mind Map Ana Jiménez | @anajsana95
5. A framework for understanding the maturity stages based on the insights collected from past OSPO surveys and testimonials from thousands of organizations as they have moved through their open source journeys. 2 Variables: (1) Ability to execute (2) Level of Involvement in Open source OSPO Maturity Model Ana Jiménez | @anajsana95
6. 😳 Question! how do I know if my organization has an OSPO if it uses a different name? Ana Jiménez | @anajsana95
7. ❌ OS Strategy & Policies ✅ OS Strategy & Policies Strategic posture around open source Open Source Ad-hoc No-coordinated efforts Lack of alignment with the org There’s a matrix of experts Ana Jiménez | @anajsana95 The OSPO journey starts here
8. FROM OPEN SOURCE AD-HOC TO STRATEGIC DECISION MAKING PARTNERS Ana Jiménez | @anajsana95
9. Legal-Driven Stage Organizations in Stage 1 recognize that OSS is a key part of their business and technology strategy. They understand that the security practices of OSS projects differ from those of proprietary software companies. Organizations must identify their legal and security risks. Risk mitigation strategies include: • Careful licensing • Developer education • Inventory-taking. Ana Jiménez | @anajsana95
10. Community-Driven Stage (part 1) OSPOs in Stage 2 create such internal mechanisms as ambassadors who promote usage of approved OSS products, educational programs on good OSS hygiene, and technical training or tuition reimbursement for skill building and certification in OSS. With these initiatives, an organization can grow its use of OSS and amplify its message that OSS is not only important but desirable and preferable to proprietary software products Ana Jiménez | @anajsana95
11. Community-Driven Stage (part 2) As they advance in Stage 2, organizations begin incentivizing their developers to work on OSS projects critical to their operations, to the degree that developers become highly active contributors or primary maintainers. • OSPOs begin to streamline and optimize open outbound source contributions for their developers. • OSPOs create and launch open source projects establish broad credibility in the open source community Ana Jiménez | @anajsana95
12. Engagement-Driven Stage In Stage 3, organizational leaders support incubating and launching open source projects into the public sphere because they understand how these projects benefit their organization. These projects tend to offer better performance and crucial capabilities critical to its technology infrastructure. OSPO develops internal processes, playbooks, checklists, tooling, and other mechanisms to vet, organize, and operate open source projects and to prepare and coach their leaders. Ana Jiménez | @anajsana95
13. Leadership-Driven Stage The OSPO becomes a strategic partner for technology decisions, helping to guide choices and shape long-term commitments to projects. Three types of strategic guidance: • Advises the CTO and technology leadership on open source technologies to adopt / remove from the organization’s technology stack. • Take the lead on benchmarking what constitutes an acceptable OSS project • Help organizations understand and navigate project politics Ana Jiménez | @anajsana95
14. Set of patterns that identifies different ways to interact with the open source ecosystem. * One OSPO might have different hats and be a mix of several archetypes OSPO Archetypes Ana Jiménez | @anajsana95
15. Build a OS Consortium to contribute to key OSS initiatives for an industry and collaborate on software development for concrete initiatives Ana Jiménez | @anajsana95
16. Create a better tooling structure that allow the engineers from an organization to contribute back code more easily. Ana Jiménez | @anajsana95
17. Ana Jiménez | @anajsana95
18. 👀 Find out your OSPO Persona (s) https://linuxfoundation.org/ wp-content/uploads/LFResea rch_OSPO_Report.pdf Ana Jiménez | @anajsana95
19. OSPO Mind Map Ana Jiménez | @anajsana95
20. OSPO Responsibilities 📘 Develop and Execute Open Source Strategy 🧭 Eliminate Friction from Using and Contributing to Open Source 🖥 Manage Open Source IT Infrastructure 📚 Give Advice on Open Source 🫶 Grow and Retain Open Source Talent Inside the Organization 🤝 Implement InnerSource Practices ⏱ Track Performance Metrics 🤝 Collaborate with Open Source Organizations 📈 Prioritize and Drive Open Source Upstream Development 📝 Establish and Improve Open Source Policies and Processes 🔍 Oversee Open Source Compliance 📒 Support Corporate Development Activities Ana Jiménez | @anajsana95
21. OSPO Roles Build your matrix of experts! To inject open source into an organization’s existing processes https://github.com/todogroup/ospology/tree/main/ospo-min dmap Ana Jiménez | @anajsana95
22. // Key Learnings 🧩 Starting an Open Source Program office means moving from open source ad-hoc to adopting a strategic posture around open source 🤝 Make sure to infuse the whole organization with a clear understanding of open source: build your matrix of experts 🚀 Consider Lead by Example a key goal for OSPOs to build trust and thus better adopt open source within the entire organization Ana Jiménez | @anajsana95
23. // Learn more Communication channels: GitHub, Slack, Twitter, LinkedIn TODO Guides & Resources: https://todogroup.org/guides/
24. > Formerly at Bitergia Spent +3 years experience helping organizations in their InnerSource and Open Source metrics journey > OSPO PM at TODO Group of practitioners advocating for #OSPO education and adoption across organizations worldwide through networking, training, research, guides, tools and more > MSc in Data Science > Involved in other OS Communities CHAOSS, OpenChain, TODO, InnerSource Commons, DevRel Collective, DevRel Spain
25. Thank You!