Onboarding Tracker for Kedro

[jzcardoso]

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: Incubation --Company Sponsor (Full Legal Name): QuantumBlack Labs (McKinsey & Company) --Jurisdiction of Incorporation: --Address: --Project Sponsor Contact: Yetunde Dada --Technical Contact: Yetunde Dada --Legal Contact: --TAC Sponsor: Ibrahim Haddad --TAC Approval Date: 08/26/2021 --Project in SFDC: https://linuxfoundation.lightning.force.com/lightning/r/Project__c/a092M00001Lk9rsQAB/view --Project License: Apache 2.0 --Project Presentation: Deck --Project Proposal per LF AI & Data: https://github.com/lfai/proposing-projects/blob/master/proposals/kedro.adoc --Project Artwork: URL

LICENSING

• [x] (Tech/ED) Project license exists and is OSI-approved
• [x] (Tech/ED) Proposed license inline with umbrella's IP Policy
• [x] (Tech/ED) Pre-intake FOSSology scan complete, shared with project, and no major incompatible licenses detected // ongoing
• [x] (Tech/ED) Determine known components/dependencies not under compatible license // ongoing

CONTRIBUTION

• [x] (Tech/ED) Deactivation of CLA/DCO in place and adopt GitHub's DCO at https://github.com/apps/dco
• [x] (Tech/ED) Share/Discuss Project Charter Template and Finalize with Project // ongoing
• [x] (Tech/ED) Share/Discuss Account & Trademark Assignment Template and Finalize with Project // ongoing
• [x] (Tech/ED) Verify CII Badge (Silver) link and passing status --moved task to Trello board, closed for onboarding purposes // Passing --> https://bestpractices.coreinfrastructure.org/en/projects/6711

PROJECT ASSETS

• [x] (Tech/ED) Logos confirmation
• [x] (Tech/ED) Post project logos to GitHub Artwork repo and save in Project Logos in LF internal Google Drive folder
• [x] (Tech/ED) Domain name confirmation // If no domain is registered, then one is to be purchased // If one exists, it must be transferred using https://jira.linuxfoundation.org/servicedesk/customer/kb/view/28485232 // Reference: https://confluence.linuxfoundation.org/display/LID/Domain+Registration+and+Transfers --https://jira.linuxfoundation.org/plugins/servlet/desk/portal/2/IT-23993
• [x] (Tech/ED) Project website confirmation // Waiting to decide on domain and then receive text for website (low priority) https://jira.linuxfoundation.org/plugins/servlet/desk/portal/2/IT-23993
• [x] (Tech/ED) Project website tracking // Add link and name/email of authorized user for website to LF internal tracking --marked TBD in LF internal tracking document

TAC & GOVERNING BOARD REVIEW

• [x] (Tech/ED) Provide project proposal process/template to project sponsor (https://github.com/LFDLFoundation/proposing-projects/tree/master/proposal-process)
• [x] (Tech/ED) Confirm/Schedule presentation date during TAC meeting - Add to TAC Mtg Agenda Tracking
• [x] (Tech/ED) Review and confirm final proposal and presentation deck
• [x] (Tech/ED) Add project presentation to TAC agenda/deck and send to tac-general mail list with agenda info
• [x] (Tech/ED) Send project presentation and proposal to tac-private mail list with reminder on attendance and quorum requirements for voting members
• [x] (PM) Verify TAC minutes with project TAC vote results

INFRASTRUCTURE

• [x] (Tech/ED) Update proposal to show project accepted in GitHub Project List
• [x] (Tech/ED) Setup org in Github, add 'thelinuxfoundation' as an owner - Allows us to maintain continuity of GH ownership
• [x] (Tech/ED) Migrate code repository to new GH org
• [x] (Tech/ED) Add project to LF AI & Data Landscape and mark it as an LF AI & Data project

OPERATIONS

• [x] (PM) Post final technical charter to GH Project Charters repo and ensure it is saved in LF internal Projects Google Drive folder
• [x] (PM) Add project to Current Projects section on LF AI & Data wiki
• [x] (PM) Set up project mail lists (announce, tsc, technical-discuss, security) under LF AI & Data Groups.io
• [x] (PM) Add initial project lead(s) to applicable mail lists (main, announce, events, tac, project mail lists, technical-projects)
• [x] (PM) Set project lead as moderator for mail lists as applicable for ongoing management
• [x] (PM) Add LF AI & Data marketing manager to project announce mail list as moderator for sending announcements
• [x] (PM) Send onboarding email with next steps info and resources - Includes Technical Getting Started Checklist
• [x] (PM) Set up other misc collaboration agreed upon during proposal/acceptance, if any -- N/A
• [x] (PM) Set up project Zoom account (Requires new LF AI & Data email alias for new account set up) - Upon request only per onboarding email info provided to project --None noted in proposal
• [x] (PM) Set up project wiki space under LF AI wiki - Upon request only per onboarding email info provided to project -- None noted in proposal
• [x] (PM) Create new tab for project in LF AI & Data Tracking to have project added to LFX Insights dashboard, then create ticket via Jira Service Desk for request -- Insights v.2 onboarded
• [x] (PM) Request project to be added to LFX Security - Project lead will need to make request, request on LFX Portal under 'Secure My Project' section (top right)
• [x] (PM) Share new project update w/Outreach Committee (Chair) to include in upcoming committee meeting
• [x] (PM) Include update on new project in upcoming GB meeting agenda
• [x] (PM) Update "LF AI & Data Getting Involved Guide" deck --Added, need to verify/update final GitHub link and website link --Erin updated deck with https://github.com/kedro-org link, updated website link to https://kedro.readthedocs.io/en/stable/index.html
• [x] (PM) Update "LF AI & Data Overview" deck
• [x] (PM) Upload "LF AI Getting Involved Guide" and "LF AI Overview Deck" on LF AI & Data GH presentations repo

GOVERNANCE

• [x] (PM) Help coordinate initial kickoff TSC/project meeting, if needed (TAC sponsor should be involved) --None requested in proposal

MARKETING

• [x] (PM) Update LF AI & Data Timeline with new project - Creative Services Jira ticket required (Ref LP- 6341) - Save updated file in internal LF AI & Data G Drive and on LF AI & Data GH --Jira: https://jira.linuxfoundation.org/browse/LP-7812
• [x] (PM) Build landing page on LF AI & Data website and add to All Projects section - Creative Services Jira ticket required (Ref LP-6711) -- Jira: https://jira.linuxfoundation.org/browse/LP-7813 --Published but need to update final GitHub link and website link --Erin updated with GitHub https://github.com/kedro-org and website https://kedro.readthedocs.io/en/stable/index.html
• [x] (Mktg) Coordinate announcement (press release or blog post) and social promotion with project company - Add to internal LF AI & Data PR/Comms tracker
• [x] (Mktg) Add project spotlight for future publishing in internal LF AI & Data PR/Comms tracker
• [x] (Mktg) Follow project and member company on Twitter/LinkedIn from LF AI & Data accounts, if applicable
• [x] (Mktg) Publish announcement (Blog/PR+Social+Mail Lists) --Drafted, shared with project lead on 09/08/21, will be published by Erin once finalized -- Publishing target date TBD based on legal/tech/marketing task requirement completion
• [x] (Mktg) 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 -- None listed in proposal, Slack set up after proposal - pending transfer on it

LEGAL FOLLOW UP

• [x] (PM) Confirm ongoing license scanning is set up through Steve W. - Add to internal LF AI & Data tracker
• [x] (PM) Confirm export control filings are done through Steve W. for all projects via ticket at https://www.linuxfoundation.org/export/ (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 --Pending legal docs + website for Jira ticket --marked as resolved on 09/27/2022, tracked in LF AI & Data Trello Board for legal follow up w/ Jeff Shapiro
• [x] (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

[jzcardoso]

Invited Yetunde Dada to LF AI & Data GH to join Kedro onboarding tracker. Will assign to issue once invite is accepted.

[jzcardoso]

@ErinThacker Please note that there were no social accounts listed in the Kedro proposal but they are creating a Twitter account @kedro_org which will need to be transferred. Post announcement is fine.

[jzcardoso]

@ibrahimhaddad Is there an update on the following:

1. License scanning completion?
2. OpenSSF badge? I did a search but couldn't find the project.
3. Did they decide whether they are creating a website?

[ErinThacker]

@jzcardoso - I followed up again on the legal support ticket for an update on export control filings. I'm working on finding out when Insights projects onboarding will resume.

[ErinThacker]

@ibrahimhaddad - can you give me an update on these items: Licensing (FOSSology scan)

[ErinThacker]

Insights and Slack social media transfer pending

[ErinThacker]

Final pending item was related to social media transfer, project has been unresponsive on transferring admin credentials. Numerous follow-ups completed, will close out issue and note single item pending in internal Trello board filed under backlog. Impact to project will be no back-up or continuity support from LF staff for account.