COPY (click edit then copy the content to include formatting in paste) ISSUE FOR EACH NEW INCUBATION PROJECT ONBOARDING + ASSIGN TO LF AI STAFF + PROJECT LEAD
The following tasks are required to complete onboarding for an Incubation level project joining the LF AI & Data Foundation. LF Staff will engage with the technical project lead via this issue and work through the checklist to completion.
LF AI & Data Staff: Review each item, confirm completion, and add any relevant notes.
Note: (ED) Executive Director, (Tech) Technical Lead, (PM) Program Management & Operations Lead, (Mktg) Marketing Lead
[ ] (Tech/ED) Share/Discuss Project Charter Template and Finalize with Project (update New Projects Onboarding with Legal Status Tracking)
Note: The technical charter is tailored for LF AI & Data - Copy is to be created for each project - The technical charter will always need the following information dropped in place: the short name of the project (where [Community Name] appears); a short mission statement following the "The mission of the project is to..." convention; and confirmation of the specific licenses in Section 7 for code and/or data (many projects will not need data and this subjection regarding data licensing in those cases can be removed)
[ ] (Tech/ED) Share/Discuss Account & Trademark Assignment Template and Finalize with Project (update New Projects Onboarding with Legal Status Tracking)
Note: The trademark assignment agreement is also tailored for LF AI & Data - Copy is to be created for each project - As for the trademark agreement, we will entertain changes from companies contributing projects but we ask that the following be made clear to project sponsors: the contribution agreement was prepared to be a balanced agreement -- A large number of our members sign this as drafted; and extensive comments and revisions to the agreement will involve time which will slow down a project's start with LF AI & Data
[ ] (Tech/ED) Verify OpenSSF Best Practices Badge (Silver) ticket has been started + add ticket to this issue for reference -Project will be responsible for ensuring completion as per hosted project requirements
PROJECT ASSETS
[ ] (Tech/ED) Logos confirmation // If no logo exists, request creation via Creative Services Asana ticket (All versions required: horizontal, vertical, icon in black/white/color in PNG and SVG)
[ ] (Tech/ED) Project website confirmation // If no website exists (as noted above), request a new website creation via Creative Services Asana ticket (Include request for project lead to be added as authorized user for Word Press for future website updates, requires -name/email of authorized user)
[ ] (Tech/ED) Project website tracking // Add link and name/email of authorized user for website to LF internal tracking
[ ] (PM) Include project .svg logo in Project Definition section of PCC.
[ ] (PM) Speak to project lead about project's need for AWS credits and document this in the LF AI & Data PM Tracking spreadsheet.
[ ] (PM) Set up project mail lists (announce, tsc, technical-discuss, security) under LF AI & Data Groups.io
[ ] (PM) Add initial project lead(s) to applicable mail lists (main, announce, events, tac-general, project mail lists, technical-projects)
[ ] (PM) Set project lead as moderator for mail lists as applicable for ongoing management
[ ] (PM) Add LF AI & Data marketing manager to project announce mail list as moderator for sending announcements
[ ] (PM) Send onboarding email with next steps info and resources - Includes Technical Getting Started Checklist
[ ] (PM) Set up other misc collaboration tools agreed upon during proposal/acceptance, if any
[ ] (PM) Set up project to utilize LFX Meetings as applicable/upon request
[ ] (PM) Set up project wiki space under LF AI wiki - Upon request only per onboarding email info provided to project
[ ] (PM) Set up project in LFX Insights by adding project repo name to Source Control under Development and then adding connection in LFX Insights under LFX Tools
[ ] (PM) Set up project in LFX Security by ensuring that the security bot is installed in project GitHub repo, once that is confirmed, add connect the repo in LFX Security
[ ] (PM) Share new project update w/Outreach Committee (Chair) to include in upcoming committee meeting
[ ] (PM) Include update on new project in upcoming GB meeting agenda
[ ] (PM) Verify project is added to Project Website Access tracking + verify all information is added per details under "Project Assets" section in this issue
[ ] (PM) Transfer social account domain ownership to LF AI & Data shared account use set up, if applicable - Projects retain ongoing management of accounts - Reference internal process documentation
GOVERNANCE
[ ] (PM) Help coordinate initial kickoff TSC/project meeting, if needed (TAC sponsor should be involved)
[ ] (Mktg) Coordinate announcement (press release or blog post) and social promotion with project company - Add to internal LF AI & Data PR/Comms tracker
[ ] (PM) Confirm ongoing license scanning is set up through legal - Add to internal LF AI & Data tracker
[ ] (PM) Confirm Export Control Notice (ECN) filings are completed through legal via ticket at https://jira.linuxfoundation.org/plugins/servlet/desk/portal/2 (trademark/contribution agreement + website needed for filing request via Legal Jira ticket ) + Add to internal LF AI & Data tracker for future scans planned through Software Freedom Law Center for Graduate level projects
[ ] (PM) Include all projects in Trademark Registrations review cycles - Graduate level projects addressed at start of each calendar year - Add to internal LF AI & Data tracker
COPY (click edit then copy the content to include formatting in paste) ISSUE FOR EACH NEW INCUBATION PROJECT ONBOARDING + ASSIGN TO LF AI STAFF + PROJECT LEAD
The following tasks are required to complete onboarding for an Incubation level project joining the LF AI & Data Foundation. LF Staff will engage with the technical project lead via this issue and work through the checklist to completion.
LF AI & Data Staff: Review each item, confirm completion, and add any relevant notes.
Note: (ED) Executive Director, (Tech) Technical Lead, (PM) Program Management & Operations Lead, (Mktg) Marketing Lead
TECHNICAL PROJECT DETAILS
--Maturity Level Proposed: --Company Sponsor (Full Legal Name): --Project Sponsor Contact: --Technical Contact: --Legal Contact: --TAC Sponsor: --TAC Approval Date: --Project License: --Project Presentation: --Project Artwork:
LICENSING
CONTRIBUTION
PROJECT ASSETS
TAC & GOVERNING BOARD REVIEW
INFRASTRUCTURE
OPERATIONS
GOVERNANCE
MARKETING
LEGAL FOLLOW UP