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123 changes: 123 additions & 0 deletions docs/ansible_meetup_strategy.md
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This document defines and elaborates the schema and policy for Ansible Meetup. This further explains the organization guidelines, permissions and enablement and onbroading process of different stakeholders (organizers, co-organizers, sponspoers, attendees) to meetup.

## What is Ansible meetup?

Ansible Meetup groups are community-driven gathering of contributors, users, IT professionals, developers, and enthusiasts—from beginners to experts—who use or are interested in Ansible automation. Its core purpose is to facilitate in-person and/or virtual learning, knowledge-sharing, and networking focused on the Ansible ecosystem. Every meetup group is to effectively act as a local extension of the global Ansible community, following the same high open source standards.

The meetup groups organizes events, carry on meetups with the following goals in minds:

### Education & Skill Development

Provide high-quality, informative content via talks, demos, workshops, that helps attendees to improve their automation skills using Ansible (and related technologies).

### Community & Networking

Create an inclusive, welcoming, and safe environment that encourages connection, collaboration, and the expansion of the local professional network. Every meetup group should adhere to the [Ansible Code of Conduct](https://docs.ansible.com/ansible/devel/community/code_of_conduct.html).

### Ecosystem Adoption

Promote the use and adoption of new Ansible features, collections, and best practices.

### Sustainability & Consistency

Establish a robust organizational structure and a clear, repeatable process (as different steps explained in the toolkit) is to ensure meetups run consistently (e.g., monthly/quarterly) without relying solely on a single individual.

## Organization Guidelines and Permissions

### General Guidelines (Applicable to All stakeholders)

1. Code of Conduct (CoC)

Strict adherence to the [Ansible Code of Conduct](https://docs.ansible.com/ansible/devel/community/code_of_conduct.html) is mandatory for all participants (organizers, sponsors, attendees). The organizer MUST announce the CoC contact person at every event, for example as part of the introduction.

2. Non-Commercial Rule

Presentations must be educational and not a sales pitch. Sponsors may be acknowledged, but their speaking slots are earned based on technical merit, not payment.

3. Accessibility & Inclusivity

Events (both physical and virtual) must be chosen with accessibility in mind. The community strives for diversity in speakers and content.

4. Cost

Meetups must be free to attend. Any sponsorship funds collected must only cover event costs (venue, food, equipment). Ansible Community Team at Red Hat MUST be informed agree to the same. Red Hat being the primary sponsor of Ansible community shall pay for the `meetup.com` account.

5. Deletion of the any meetup chapter

If an Ansible meetup group does not host a meetup, event, or workshop for X + months, Ansible or Red Hat may stop paying for the group after informing them by email (using the address on meetup.org). If a group remains inactive for X consecutive months in a calendar year, it shall be deleted.
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Suggested change
If an Ansible meetup group does not host a meetup, event, or workshop for X + months, Ansible or Red Hat may stop paying for the group after informing them by email (using the address on meetup.org). If a group remains inactive for X consecutive months in a calendar year, it shall be deleted.
Red Hat reserves the right to stop paying for a Meetup group if it has been inactive for a long time, and doesn't show any signs of returning. This will only happen after the members and any organizer have been consulted.

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I differ on the phrase of "long term". Instead of the unspecified time frame (mentioned as "long term") , we should have a specified and definite duration (as mentioned in the proposed document). This will help the community on the timeline, what to expect and the level of engagement they need to put in. Specifying the time will help us to avoid the misunderstanding and mismatch of expectation as in the future.


6. Communication

Every meetup organizers shall use the regular and/common communication medium in the Ansible ecosystem, i.e [Ansible Forum](https://forum.ansible.com/), [Bullhorn](https://forum.ansible.com/c/news/bullhorn), Ansible Community Newsletter and the dedicated [ansible social](#social:ansible.com) [Matrix room](https://hackmd.io/@ansible-community/community-matrix-faq).

The auto-generated event pages should have a reply with links to slides and discussions. That is how the organizer should inform all members of the Meetup Group after the event has taken place. Following that the Forum Admin will create the `event-slides tag` in the Ansible Forum.


### Stakeholders

1. Pro Admin
2. Co-Organizer
3. Associate Organizer
4. Presenter/Speaker
5. Sponsor
6. Attendee

### Roles and Permissions

Following are the basic role and and permission of the abovementioned stakeholders.

1. Pro Admin

Ansible Community Team as the owner of Ansible on Meetup Pro account.

2. Co-Organizer

An co-organizer is the person who has the Organizer titile, resposibities and persmission in the meetup.com. They are the primary contact and resposible person for the concerned meetup group.
They in coordination with co-organizers, community members they can lay down group strategy regarding events, talk selection, necessary communication and any other required steps for successful occurance of the event. All the duties will be performed complying with the Ansible Code of Conduct and general community guidelines.
A co-organizer who has been successfully organized *X* amount of events, can apply to the Ansible meetup group administatrive team for the role of co-organizer. The organizers must help organizing *X* amount of event in a calendar year to be remain as co-organizer.

2. Associate-Organizer

The associate-organizer is the person who is primaryly responsible for an event and the execution thereof. Often organizer and associate-organizer are the same people in real life. They does Speaker recruitment/selection, venue scouting, sponsorship outreach, social media promotion, and day-of-event logistics related to the event they are associate-organizers of. All the duties will be performed complying with the Ansible Code of Conduct and general community guidelines. Co-organizer and associate-organizer needs to be always be in sync and agreement for the sucess of the event, group and the community thereof.
Full administrative access to the group (scheduling events, sending messages, managing attendees, accepting/removing members).

A community memeber who has been successfully organized *X* amount of events, can apply to the Ansible meetup group administatrive team for the role of co-organizer. The co-organizers must help organizing *X* amount of event in a calendar year to be remain as same.


3. Presenter/Speaker

The Presenter/Speaker is the person who delivers the content in form of talks, workshops, demos and/or particiapting in the panel disucssions. They are responsible for preparing and delivering high-quality, educational content focused on Ansible and releated technologies. They should adhear to the Ansible Code of Conduct and general community guidelines.
Co-organizer and Organizers MUST provide full support for to the Presenter/Speaker for preparation, during their presentation and thereafter the ability to share slides/recordings with the community post-event.


4. Sponsor

The sponsor porvides for food/drinks, providing a suitable venue, or covering A/V costs.
Branding display at the event, short announcement/thank you during the event, logo on promotional materials. Any branding, sponsorship needs to be informed, vetted and permitted by Ansible, Red Hat. Conatct Ansible Community team for the navifa=gating the process inside Red Hat.

* Ansible meetup **MUST NOT GUARANTEE** of speaking slot or attendee list in return of sponsorship.
* A sponsors MUST NOT be granted any Meetup privileges above `member` as part of the sponsorship.

5. Attendee

Attendees are the participants and vaulable memeber of Ansible Community. They engage with speakers, networking respectfully, providing constructive feedback and all while adhering to the CoC.

### Enablement and Onboarding Process

Please refer to the different milestones in the

1. Application & Vetting
2. Training & Setup
3. Initial Event Planning
4. Inquiry & Review of the Sponsors
5. Agreement for sponsorship (must be written down in the email exchange between organizers and sponspors)


### Reward and Recognition

A contributor can be rewarded and recognised via following ways :

- Forum Post
- Bullhorn post
- Provide Forum Badge