[COMMUNITY] 2024-Q2 Theme Builder Collaboration Summit

[PaulaPaul]

Problem/Concern/Opportunity

The AnitaB.org team is interested in co-promoting project specific Open Source Collaboration Summits as smaller, in-person events that focus on education and collaboration. The Collaboration Summit approach is modeled after the OpenJS Foundations approach to Collaboration Spaces and Collaboration Summits.

We'd ideally like ot have a regional Collaboration Summit for Theme Builder quarterly and would like to create an inaugural event late in the second quarter of 2023. The initial thinking for this event follows - comments will be used to shape the final outcomes and track progress (to be discussed on our regular Community calls).

• [link to problem content]()

Proposed Solution

Inaugural FINOS Accessibility Theme Builder Collaboration Summit

• Small (at most 100 attendees?), in person event with a hybrid component that will provide the kickoff and one workshop virtually as well as on site.
• Ideally, hosted at Discover Financial's HQ in Chicago (we can use a smaller conference room or venue for the in person component depending on availability. Ideally, we would like space for at least 50 people, with presenation capabilities, wifi, and power strips for attendees.
• Mid-morning start (10am Central), with the event running for four hours (2pm Central)
• FINOS and/or AnitaB.org to handle registrations, and suggested $25 registration fee to cover refreshments
• Swag would be amazing if FINOS/AnitaB/Discover can provide...
• Marketing / Social Media by FINOS/AnitaB/Discover
• Registered attendees are added as collaborators to a new FINOS repository for 'Theme Builder Community'... for future outreach?
• Ideally, sponsorship from Figma with special access and discounts on tooling?
• Sponsorship from Deque for access and discounts on tooling for accessibility testing?

General format:

• Keynote and welcome
• Introduction to Theme Builder Workshop
• Review open issues for Design, SDK, Website (other?) and form collaboration groups for attendees to work on issues
• Closing remarks and swag

Option for people to stay past the closing remarks for ongoing work (keeping the space available and staffed until 5pm)

Resources needed:

• Space for event (from Discover?)
• Lunch (from sponsor? Figma or Deque?
• Zoom link for hybrid components (from FINOS)
• Presentations for kickoff and closing remarks
• Workshop
• Organized issues for Design, SDK, Website, and other
• Mentors/maintainers to participate in person (at least 1 mentor for every 15 people, min 3 max 10)
• Registration logistics and ability to process small registration fees (FINOS or AnitaB?)
• Event coordinator
• Marketing and promotion support (AnitaB, FINOS, Discover)
• Collaboration Space Hosts / Organizer team (Lise, Cody, Paula, others?)

[PaulaPaul]

Hi @lwnoble this is the concept and resource needs anticipated for an inaugural FINOS Theme Builder Collaboration Summit - let me know what you think!

[PaulaPaul]

I've reached out to Olga - thanks @lwnoble !

[PaulaPaul]

Hi @lwnoble - I haven't heard from Olga but will try again - if you have a direct contact let me know if we can hop on a call- Thanks!

[PaulaPaul]

@lwnoble arranged a call with Olga on Feb 13 - making progress! Will report the results of that call here to share on the next project call.

[PaulaPaul]

Olga joined Lise and Paula for a call - leaning towards doing this at Discover HQ

• Craft House
• One Center (group work)

Shoot for early evening, not earlier than 4pm, start with an opening / education presentation webinar then shift to in person collaboration.

Olga looking for space sometime late second quarter

• RedHat potential partner (marketing, keynote)
• AnitaB potential partner (marketing, keynote)
• FINOS potential partner (marketing, keynote)

Figma - Cosponsor / swag for tooling Deque - Cosponsor / accessibility testing tools (Axe)

Ask Sponsors to provide mentors How many mentors do we need?

Audience for attendees

• Just a beginner but interested in accessibility!
• Also, --JavaScript knowledge --Accessibility knowledge --Design knowledge --GitHub knowledge for project management

Proposed Direction

• Discover convenes (manages registration and asks collaborating groups for the fields they need - registration info shared with all collaborating orgs) and promotes, and hosts in collaboration with AnitaB, FINOS, and sponsored by Figma and Deque...

Next steps-

• Paula to workshop with AnitaB / FINOS
• Olga to work on space and dates, work with Lise on Figma and Deque contacts for sponsorship, Olga working on legal language for amplification partners (AnitaB / FINOS)
• Paula to communicate to partners (AnitaB / FINOS) that Discover will own / produce marketing content - AnitaB / FINOS can review / partner
• Olga to tee this up with Discover (include lessons learned form last year)

[PaulaPaul]

@PaulaPaul to follow up with Olga and @lwnoble on this to see if we can finalize a date and venue. Paula also has interest from FINOS and AnitaB on this.

[mdacic01]

3/20: Planning Meeting Notes

• Event date/time/location: May 16, 2024 at the Discover 606 office, starting at 5pm in lincoln park room as well as surrounding huddle rooms/working areas
• breakout groups could cover debugging, design thinking, how to start
• event would be used as a starter but then would expect attendees to join the community and FINOS slack channel to continue working on the issues
• possibly offer some type of incentives to continue/submit such as badges, swag, licenses, tickets to conference
• skillset needed for attendees includes javascript, typescript, CSS, design, figma, accessibility interest

To do:

• [ ] Lise to reach out to Deque and Figma
• [ ] Paula to reach out to FINOS and AnitaB
• [x] Maja to send invite to Yessel

Planning meeting attendees:

• @lwnoble
• @PaulaPaul
• Michelle Polonsky
• Steve Lippo
• Olga Zhornitsky
• @mdacic01

[PaulaPaul]

Maja would like to have it at the 606 location in Chicago - main space for presentations and potentially use conference rooms for breakouts. If we use 606 we can use the entire space, starting at 5pm, potentially lasting for a few hours of activity

606 Lincoln Park is reserved

[PaulaPaul]

Notes from Apr 3 Planning call:

Straw man run of show:

• Doors open at 4:30pm for networking soft drinks and food
• Welcomes begin at 5:00
  • Discover Welcome and FINOS Welcome- 10 min (Dan)
  • AnitaB Welcome - 10 min
  • 10 min Q&A
• 5:30 Education Session on Theme Builder: Yessel (Design, concepts), Technical overview Aaron/ Evan
  • building a Theme builder microsite, Design challenge, SDK challenge, Docs challenge)
  • Overview of challenges -
  • Potential challenge: Add a new component and export the code with anima to create a new React component in Theme Builder (work to be done to enable this)
  • Potential challenge: Create new components we don't have (carosel, others TBD)
  • Potential challenge: Create a landing page using Theme Builder, for Theme Builder , can we fold in cognitive abilities and creative brainstorming (autism - WCAG AAA, ADHD, dyslexia)
  • Testing framework (Paula's LinkedIn post)
  • Action item - tee up draft epic/issues for potential challenges @PaulaPaul
• 6:15 - 7:30: Breakouts for challenges - working time
• 7:30 - Working break and swag (FINOS, Discover - Paula to ask for FINOS Swag - @mdacic01 looking into Theme Builder Stickers based on our credly badge designs!)
• 8:00 - Humble brags from participants challenge
• 8:30 Doors close

[mdacic01]

4/03: Planning Meeting Notes

• Paula secured a speaker from the AnitaB.org executive team who resides in Chicago and the AnitaB folks will help us promote the event. Jullanar Mallik-Naselli [https://www.linkedin.com/in/jullanarnaselli/], will connect once ready.
• Paula also shared this with FINOS and asked for help with promotion as well as a FINOS representative/speaker (and FINOS swag...).
• need to create event page and get it live for registration at least 3 weeks before event
• Aaron/Evan for technical overview
• Michelle reserved additional breakout rooms
• 3 or 4 challenges (design, SDK and finos microsite, maybe a documentation one) we want folks to work on in breakouts
• group discussed adding challenges to registration to gauge interest and release ideas ahead of time
• group discussed refreshments and food for folks since it's dinner time

To do:

• [x] Paula to outline draft agenda or run of show
• [x] Maja to get speaker from discover for kick off (Dan Gisolfi)
• [x] Maja to follow up with Lise on deque and figma
• [x] Michelle to confirm how late we can stay in space

Planning meeting attendees: @PaulaPaul Michelle Polonsky @mdacic01 Yessel Hinojosa

[Chessel]

Commenting for the team to have my GitHub handle

[mdacic01]

@PaulaPaul, the latest we can have people onsite at the 606 is 8:30. We will need to revisit agenda and perhaps start at 4 or 4:30 instead of what we originally planned for. We can discuss more next week. Please note @lwnoble and Olga will not be able to join us since they will be at a conference next week.

Also, would like the groups feedback on some of our speakers potentially being remote and contributing virtually?

[PaulaPaul]

Thanks @mdacic01 - I've adjusted the strawman run of show in comments above to have the event open doors at 4:30pm, welcomes at 5:00, and doors closing at 8:30. We discussed this on the project-community call yesterday with @lwnoble and @aaronreed708 -

If there are virtual components I think that would be great if we can associate a Zoom webinar with the event. There were also individuals not in the Chicago area who were interested in joining virtually. The Welcomes and the Introductions/Challenges would be great for people to listen in on virtually, and we may be able to form 'virtual teams' to collaborate in the challenges as well.

What do you think?

[mdacic01]

4/17: Planning Meeting Notes

Maja updated the planning meeting occurrence to weekly in order to complete all planning by date of event. Strawman has been updated to reflect new time. First part is virtual/hybrid and then hands on stuff is in person only. Folks online can join informational via slack. Paula will create the zoom invite, and we will have all deck/material in a single source for ease of presenting.

To do:

• [x] Maja to create event page form
• [x] Maja to create registration form
• [ ] Paula to follow up with FINOS how folks can collab via slack
• [x] Maja/Yessel Themebuilder laptop stickers

Planning meeting attendees: @PaulaPaul Michelle Polonsky @mdacic01 @Chessel Steve Lippo

[mdacic01]

4/22: Planning Meeting Notes

To do:

• [ ] Paula to follow up with FINOS how folks can collab via slack
• [ ] Emily to publish event page to DTE
• [ ] Maja to create welcome speaker template slides
• [ ] Yessel/Lise to align on Yessel's portion and slides
• [ ] Maja to meet with Evan & Aaron on technical educational demo
• [ ] draft decks need to be completed by 5/3
• [ ] Steve to contact AV to ensure we are set up with tech

Planning meeting attendees: @PaulaPaul Michelle Polonsky @mdacic01 @Chessel Steve Lippo

[mdacic01]

5/08- As of this afternoon we have 11 RSVPs, of which potentially 5 are from people actually interested in the challenges. Due to low numbers we are changing the scope and cancelling the in person portion of the event.

I propose the following agenda for a virtual only educational celebratory session on 5/16 we can do it 60-90 mins:

• Discover Welcome and FINOS Welcome- 10 min (Dan)
• AnitaB Welcome - 10 min
• Education Session on Theme Builder:
  • Yessel (Design, concepts) (10-15min)
  • Technical overview Aaron/ Evan (10-15)
• Celebratory message from someone with an accessibility story (10-15 min)
• Closing with CTA to join community, mention upcoming mentorship, badges and look out for future hackathon/challenges around a11y themebuilder (10-15 min)

@PaulaPaul @lwnoble @Chessel let me know what you all think!

[aaronreed708]

This will be closed after the event. on 5/16