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InnerSource 101 and The Apache Way | PDF
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
InnerSource 101
and
The Apache Way
• Jim Jagielski
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Who am I?
• Jim Jagielski
• Co-founder of the Apache Software Foundation
• Developer
• Director on FOSS Boards
• Sr. Director @ Capital One, Tech Fellows Program
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
What is “InnerSource”
• InnerSource is the methodology of taking the “lessons learned” from
successful FOSS projects and using them internally in Enterprise IT
development environments.
• “running your internal development as if it was an open source project”
• Principles and Techniques
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Why InnerSource?
• Gain efficiencies by leveraging resident talent to its fullest
• Develop better software faster through collaboration
• Reduce costs through technology standardization and reuse
• Bring products to market faster
• Increase developer engagement and innovation through social creativity
• Attract and retain higher quality talent
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
What is “The Apache Way”
• “The Apache Way” relates to how the ASF (and its projects) work and
operate
• Basically, the least common denominators on how PMCs operate (or are
expected to operate)
• Basic governance principles
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
So why focus on Apache?
• The ASF is a 501(c)3, non-profit foundation
• Membership-based
• Large number of success stories (and some “failures”)
• Recognized and acknowledged by peers and press.
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Origins of “The Apache Way”
• History of The Apache Group and the ASF
• Focus on community
• Focus on the un-aligned volunteer contributor
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Basic Memes
• Meritocracy
• Peer-based
• Consensus decision making
• Collaborative development
• Responsible oversight
• Individual Participation
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Meritocracy
• “Govern by Merit”
• Merit is based on what you do
• Merit never expires
• Those with more merit, get more responsibility
• Provides incentive to Do More
• It’s NOT a dirty word
• aka “do-acracy”
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Peer-based
• Developers represent themselves - individuals
• Mutual trust and respect
• All votes hold the same weight (no BDFL)
• Community created code
• Healthy communities create healthy code
• Poisonous communities don’t
• Feel as part of a community
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Why Community -> Code
• Avoid for new projects, what boot-strapped the Apache Group in
the 1st place
• Since we are all volunteers, people’s time and interests change
• A healthy community is “warm and inviting” and encourages a
continued influx of developers
• Poisonous people/communities turn people off, and the project will
die
• Diversity ensures survivability
• End result - better code, long-term code
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Consensus decision making
• Key is the idea of voting
• +1 - yes
• +0 - no real comment
• -1 - veto
• Sometimes you’ll also see stuff like -0, -0.5, etc…
• Used to gauge consensus, not really “majority rule”
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Collaborative Development
• Transparent and Public
• Code is developed by the community
• Voting ensures at least 3 active developers
• Development done online and on-list
• If it didn’t happen on-list, it didn’t happen
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Responsible Oversight
• Ensure license compliance
• Track IP
• Quality code
• Quality community
• Community ownership
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
How?
• “If you want to build a ship, don’t drum up the men to gather wood,
divide the work, and give orders. Instead, teach them to yearn for the vast
and endless sea.”
― Antoine de Saint-Exupéry
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Principles of InnerSource
• Culture
• Communication
• Transparency
• Collaboration
• Community
• Meritocracy
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Principles: Culture
• Inner-sourcing is a cultural mind-shift
• Create an expected set of behaviors
• Must be truly engaged
• Must be truly accepted
• Techniques:
• Be the model and guide
• Embrace the model
• Culture ➾ Communication
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Principles: Communication
• Is core and foundational
• Everything builds on this
• Open and asynchronous
• Doesn’t disenfranchise anyone
• Archivable
• Maintains history and allows ebb/flow
• Document tribal knowledge
• Techniques:
• Mailing lists; reduce reliance on F2F; invest in infra
• Communication ➾ Transparency
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Principles: Transparency
• Reinforces and Enables Public and Open mindset
• Inclusion
• Reuse
• You can only reuse what you can see
• Quality/Security
• More eyeballs mean better quality
• Measurement
• Transparency enables measurement
• Transparency ➾ Collaboration
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Principles: Collaboration
• Common Vision
• Common Goal
• See connections
• Encourages contribution and improves leverage
• Encourages feedback and dialogue
• Techniques:
• Build and Test Tools
• “Newbie” issues
• Collaboration ➾ Community
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Principles: Community
• Loyalty
• Community breeds loyalty
• Durability
• Communities can create durable assets, processes and culture
• Health
• Feedback and Dialogue
• Community ➾ Meritocracy
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Principles: Meritocracy
• Technical decisions made by technical experts
• Better informed decisions
• Role models
• Merit provides examples
• Earned authority
• “Natural” leadership
• Known path and “rewards”
• Meritocracy ➾ Communication
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Maintaining Business Focus
• Community interest must align with company interest
• Business leaders have to be welcome and engaged in community
• Merit is not just technical and has to be linked to business results
• Projects need to deliver value – “show value early, show value often”
• Inner Sourcing should not be used as a means to invest in projects that
have weak or no business case
InnerSource Commons Summit
EBU - Geneva
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Final Thoughts
• Community is not the same as team
• self organizing
• self identifying
• Contribution is work
• Community requires investment
• Transparency is not a threat
• Collaboration means compromise
• Driving results means driving consensus

InnerSource 101 and The Apache Way

  • 1.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag InnerSource 101 and The Apache Way • Jim Jagielski
  • 2.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Who am I? • Jim Jagielski • Co-founder of the Apache Software Foundation • Developer • Director on FOSS Boards • Sr. Director @ Capital One, Tech Fellows Program
  • 3.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag What is “InnerSource” • InnerSource is the methodology of taking the “lessons learned” from successful FOSS projects and using them internally in Enterprise IT development environments. • “running your internal development as if it was an open source project” • Principles and Techniques
  • 4.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Why InnerSource? • Gain efficiencies by leveraging resident talent to its fullest • Develop better software faster through collaboration • Reduce costs through technology standardization and reuse • Bring products to market faster • Increase developer engagement and innovation through social creativity • Attract and retain higher quality talent
  • 5.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag What is “The Apache Way” • “The Apache Way” relates to how the ASF (and its projects) work and operate • Basically, the least common denominators on how PMCs operate (or are expected to operate) • Basic governance principles
  • 6.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag So why focus on Apache? • The ASF is a 501(c)3, non-profit foundation • Membership-based • Large number of success stories (and some “failures”) • Recognized and acknowledged by peers and press.
  • 7.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Origins of “The Apache Way” • History of The Apache Group and the ASF • Focus on community • Focus on the un-aligned volunteer contributor
  • 8.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Basic Memes • Meritocracy • Peer-based • Consensus decision making • Collaborative development • Responsible oversight • Individual Participation
  • 9.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Meritocracy • “Govern by Merit” • Merit is based on what you do • Merit never expires • Those with more merit, get more responsibility • Provides incentive to Do More • It’s NOT a dirty word • aka “do-acracy”
  • 10.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Peer-based • Developers represent themselves - individuals • Mutual trust and respect • All votes hold the same weight (no BDFL) • Community created code • Healthy communities create healthy code • Poisonous communities don’t • Feel as part of a community
  • 11.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Why Community -> Code • Avoid for new projects, what boot-strapped the Apache Group in the 1st place • Since we are all volunteers, people’s time and interests change • A healthy community is “warm and inviting” and encourages a continued influx of developers • Poisonous people/communities turn people off, and the project will die • Diversity ensures survivability • End result - better code, long-term code
  • 12.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Consensus decision making • Key is the idea of voting • +1 - yes • +0 - no real comment • -1 - veto • Sometimes you’ll also see stuff like -0, -0.5, etc… • Used to gauge consensus, not really “majority rule”
  • 13.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Collaborative Development • Transparent and Public • Code is developed by the community • Voting ensures at least 3 active developers • Development done online and on-list • If it didn’t happen on-list, it didn’t happen
  • 14.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Responsible Oversight • Ensure license compliance • Track IP • Quality code • Quality community • Community ownership
  • 15.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag How? • “If you want to build a ship, don’t drum up the men to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.” ― Antoine de Saint-Exupéry
  • 16.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Principles of InnerSource • Culture • Communication • Transparency • Collaboration • Community • Meritocracy
  • 17.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Principles: Culture • Inner-sourcing is a cultural mind-shift • Create an expected set of behaviors • Must be truly engaged • Must be truly accepted • Techniques: • Be the model and guide • Embrace the model • Culture ➾ Communication
  • 18.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Principles: Communication • Is core and foundational • Everything builds on this • Open and asynchronous • Doesn’t disenfranchise anyone • Archivable • Maintains history and allows ebb/flow • Document tribal knowledge • Techniques: • Mailing lists; reduce reliance on F2F; invest in infra • Communication ➾ Transparency
  • 19.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Principles: Transparency • Reinforces and Enables Public and Open mindset • Inclusion • Reuse • You can only reuse what you can see • Quality/Security • More eyeballs mean better quality • Measurement • Transparency enables measurement • Transparency ➾ Collaboration
  • 20.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Principles: Collaboration • Common Vision • Common Goal • See connections • Encourages contribution and improves leverage • Encourages feedback and dialogue • Techniques: • Build and Test Tools • “Newbie” issues • Collaboration ➾ Community
  • 21.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Principles: Community • Loyalty • Community breeds loyalty • Durability • Communities can create durable assets, processes and culture • Health • Feedback and Dialogue • Community ➾ Meritocracy
  • 22.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Principles: Meritocracy • Technical decisions made by technical experts • Better informed decisions • Role models • Merit provides examples • Earned authority • “Natural” leadership • Known path and “rewards” • Meritocracy ➾ Communication
  • 23.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Maintaining Business Focus • Community interest must align with company interest • Business leaders have to be welcome and engaged in community • Merit is not just technical and has to be linked to business results • Projects need to deliver value – “show value early, show value often” • Inner Sourcing should not be used as a means to invest in projects that have weak or no business case
  • 24.
    InnerSource Commons Summit EBU- Geneva This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Final Thoughts • Community is not the same as team • self organizing • self identifying • Contribution is work • Community requires investment • Transparency is not a threat • Collaboration means compromise • Driving results means driving consensus