Goals and strategy#
This is the 2-3 year challenge we must overcome as an organization, and the major policies and actions we must take to carry out our theory of impact[1]. Our Service model describes how we engage member communities to execute this strategy, and our value proposition provides persona-driven guidance for how we deliver value to key stakeholders.
Our theory of impact describes a flywheel in which we develop open technology with open source communities, and operate standardized community infrastructure that uses this technology.
This means running two lines of business:
A managed infrastructure service that is rooted in reliability, stability, flexibility, and access.
A development service that is rooted in innovation, new development, and iteration.
These two services are in tension:
Operations focuses on standardization, stability, and scale. It draws from practices like “Site Reliability Engineering”. It optimizes for stability, fixing bugs, responsiveness, and optimizing for efficiency.
Development work focuses on scoped improvements that tend towards bespoke solutions. It optimizes for experimentation, design, and iteration.
However, they can also complement one another if this tension is handled well:
Operations ensures that new development actually gets into the hands of users, and works under realistic usage scenarios.
Development iterates more effectively when operations makes new improvements rapidly accessible.
Our goal is to ensure that development and operations complement one another, rather than being in unproductive tension with one another.
Our big challenge#
We must ensure these two services are strongly aligned with one another, instead of being independent lines of business that compete for the same organizational resources, while maintaining a healthy upstream relationship for each.
Our guiding policy#
We serve independent communities with a single roadmap and service team.
Operations must use the same 80% infrastructure stack across all communities. Say no to communities that need infrastructure that deviates from this rule.
Development work must be attached to roadmap items. Roadmap items must deliver value to many communities instead of just one. Say no to project opportunities that deviate from this rule.
Our assumption is that by constraining ourselves to serve multiple member communities, we’ll force ourselves to make the technology useful for the broader open source user ecosystem as well. By choosing communities that are aligned in their workflows and values, we’ll be able to do this with a single team and roadmap in a cost-effective way.
Operating principles#
Here’s a brief breakdown of how managed infrastructure and co-development relate to one another:
Managed infrastructure
Provides a stable base that our member communities can rely on
Provides upstream support to provide a similar level of stability
Makes upstream development accessible as quickly as it is developed
Development work
Provides a steady stream of improvements to open technology
Provides upstream support that drives innovation
Must benefit our managed infrastructure services
Here are several principles that follow this policy:
Participation in our development and operations flywheel is the unique value of Membership. The unique value of our membership is in the ability to interact with our team, other member communities, and open source communities. This should be where we spend most of our time. We must make it clear how membership is a way to direct support to open source tools, influence our roadmap, and make their own contributions while rapidly getting access these improvements for their hubs.
Operations must be efficient to have more cycles for development. Communities will not use infrastructure that is fundamentally unreliable, though it it is not our core value. Our site reliability team must be efficient to ensure our infrastructure is reliable, while recognizing that most of our time should go towards collaboration and new development.
ONLY develop improvements that benefit MANY member communities. This ensures we develop broadly useful and flexible technology that is designed for an ecosystem rather than a single client. We must identify problems shared by many communities and build solutions that bring value to many of our customers and many others through our platform services operation.
Be selective about our member communities to ensure they are aligned. To share a single network-wide roadmap, we must ensure all members have heavily overlapping needs and use cases. We must be precise in the communities we’ll support to ensure they are a good fit for co-development and operations with our standard platform.
Actively engage members on our own terms to be scalable. To make community engagement scalable, we must do so on our own terms. We must design systems that ensure commmunities have visibility and agency in our work, so that we don’t default to bespoke consulting. We must actively define a narrative for the work we do, share credit with the members that made it happen, and share it with others in a discoverable and digestible form.
Target end-state#
These are the targets we’re currently aiming for:
Each service (membership and development) sustains a dedicated staff.
Each service generates margin we re-invest in open source communities.
We’re seen as a healthy leader and contributor in each open source community we work with.
If we achieve these goals, here are a few targets we’re interested in achieving:
There is an accessible infrastructure option for communities that cannot pay. (subsidized by the two lines of business above)
We have multiple operations and development teams co-located geographically or by domain.
For details on how we engage with member communities (membership + co-funded projects), see Service model.
Our strategic priorities#
To carry this out we must make strategic progress in a few key functional areas, defined below.
Platform and infrastructure#
Automate our commodity infrastructure baseline: Minimize the manual effort required to operate our network of hubs.
Use the extra capacity to engage communities in a scalable way, and to develop improvements for our network.
We will know this is working when our platform team spends 80% of its time engaging with our communities and developing new enhancements for our infrastructure, rather than toil and reacting to problems.
Services and community relationships#
Make our community engagement scalable. Create shared spaces that allow us to efficiently share information, invite feedback, and engage in collaboration. Minimize reactive and one-off work in favor of shared resources.
Build an excellent feedback loop of design, development, and recognition that encourages communities to engage with us in improving our infrastructure.
We will know this is working when we spend our time orchestrating and facilitating learning from our communities, rather than reacting to their requests.
Business Development#
Build a sales system that engages member communities to generate funded development.
Grow a baseline of member organizations so that we can reliably generate enough co-funding opportunities to cover our costs.
We will know this is working when a combination of memberships and co-development work reliably covers our costs, and we bring on more member communities only if we want to scale.