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Non-member proposals and subcommittee interaction #140

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wking opened this issue Nov 17, 2016 · 13 comments
Open

Non-member proposals and subcommittee interaction #140

wking opened this issue Nov 17, 2016 · 13 comments

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@wking
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wking commented Nov 17, 2016

We had a minor communications breakdown in #114 after the subcommittee formed. There was an initial call for volunteers and a public meeting in August, followed by internal committee work, followed by the new code of conduct and enforcement docs being published. However, between the formation of the committee and the publication of the results, there was no further public activity, either in the GitHub issues (#114, #115, #116) or in the steering committee minutes. This left non-members feeling cutoff from the internal subcommittee decision making process, and leaves the need for follow-up work to unify the subcommittee changes with the changes recommended via GitHub.

In earlier discussion around this in #15 and #20, and the consensus seems to be that subcommittees can do whatever they want in terms of publishing their activity, with non-members following along via the steering committee minutes for any actions that the steering committee takes based on subcommittee activity. It's hard to make a general rule to cover all cases (some discussion needs to be private), but the steering committee minutes aren't updated frequently enough for this to be a good channel for two-way communication.

Some subcommittee's do post minutes more frequently (e.g. here), which is useful for archival and reference. However, for subcommittees whose responsibilities cover more than one proposal (all of them?) it does not provide a particularly targeted channel for communicating on a single issue.

So it would be good to have:

  1. Clear recommendations for non-members to publicly submit changes to the board. I've been assuming that issues and PRs in this repository are the appropriate channel for that, but it would be good to have formal documentation somewhere (along the lines of Subcommittees & TF guide #107, but for proposals in general instead of for new-subcommittee / task-force proposals). I'm happy to submit a PR for this if it would help.

  2. A plan for keeping the initial submitters involved in further (sub)committee work.

    One approach would be to keep the GitHub issue/PR active. For example, comments in the pull request like “the committee is about to consider this” and “the committee approved this” or “the committee suggests these changes” work well. For discussions that must remain secret, a comment in the issue/PR to that effect would be good. But squaring a requirement like this with the consensus from copy paste typo #15 and Public vs. private (sub)committee meetings #20 is difficult.

    Another approach would be to publish proposed steering committee motions as PRs to this repo in advance of the vote. That way even a subcommittee which preferred to work in silence would surface their recommendations publicly before the steering committee acted on them. It puts (sub)committee proposals in the same boat as public non-member proposals. I'm happy to submit a PR for this if it would help.

    Another approach would be to ask folks who were interested in ongoing discussion to join the subcommittee. This is the approach taken in specifying a procedure for handling discuss list CoC (or other list-specific rule) violations #114, and while there was a bit of a disconnect there, if the official recommendation was “join the subcommittee if you want to stay involved” there would be less change of confusion going forward. And reminding people of this before taking an issue/PR behind closed doors would help even more. I can submit a PR for this if it would help, but it's not my preferred approach, so if this approach is popular it might be better if a proponent picks up the PR.

@tracykteal
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Thanks @wking @ctb for raising this issue. As you suggested, there's always room for improvement in communications, and it's an important part of any organization, especially one as community engaged as our's. Good communication is something we're committed to, and you can see some of our work on that with the new 'announce' list, our community calls, monthly newsletter, our assessment efforts (where we've published the report with DOI and all the data), publishing all our talks and subcommittee and Steering Committee reports (although we need to be sure to get these out in a timely manner). Data Carpentry is also focusing more on our blog and updating it with activities, something that our Associate Director is taking leadership on now that she's back from parental leave. The next thing we're working on are these more informal modes of discussion around ongoing activities that you mention.

One of the other challenges there is the distribution of information across websites, Google docs, Github issues, email lists, personal email threads, blog posts, Slack and Twitter. It's a challenge for both the posters and communicators of information and the people who are interested in the information. It's a challenge not easily solved because members of the community have different preferences and needs for the way they look for and receive information. For instance, for the CoC subcommittee, they were updating the Google doc where they'd asked for comments, and switched over to that mode of communication, but then we didn't come back to the github issues.

It's naive to think a technical solution can solve all the things, but something that might be useful to think about is an aggregated 'updates' website and RSS feed that would put all of those updates in one place. Admittedly that would mean that it was all the updates and not the updates on a specific topic, but the top of the updates page could provide links to the different initiatives, so people could find information there. So there would be a 'push' component where people could get all the updates by just subscribing and 'pull' component where people could seek out information on the topics they're interested in.

We'd be happy to hear suggestions both technical and social around communications. We know we're not there yet, and we make mistakes, but our goal is to operate as transparently as possible with broad community engagement.

@wking
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wking commented Nov 18, 2016

On Thu, Nov 17, 2016 at 04:25:34PM -0800, Tracy Teal wrote:

One of the other challenges there is the distribution of information
across websites, Google docs, Github issues, email lists, personal
email threads, blog posts, Slack and Twitter. It's a challenge for
both the posters and communicators of information and the people who
are interested in the information. It's a challenge not easily
solved because members of the community have different preferences
and needs for the way they look for and receive information.

I think this sort of organic ecosystem is great, and folks can have
discussions in whichever channels they like best. However, I think it
is useful to funnel change-requests through a single channel to give
non-members a place to notice changes before they land. Having
(most?) steering committee motions cook as PRs in the appropriate repo
([1,2,3]?) or for some length of time (at least 24 hours?) before the
committee votes on them would be useful. I'm not familiar enough with
the committee workflow to know if this would be overly burdensome.

For instance, for the CoC subcommittee, they were updating the
Google doc where they'd asked for comments, and switched over to
that mode of communication, but then we didn't come back to the
github issues.

Combining this with your bridge reference from 4 turned up
carpentries/bridge#1. Personally, I'd have been pretty happy with the
#114 evolution if a link to that issue had been dropped into #114 (the
Google doc comments are great!).

And it would have been nice to have a ping in either that issue or in
#114 before the final proposal came to a steering committee vote. A
policy of public motion PRs cooking before the vote would have helped
that ping happen, but if we don't go the PR route folks can just
remember to put the “last chance for pre-vote feedback” call out in
whatever the funnel channel happens to be.

… something that might be useful to think about is an aggregated
'updates' website and RSS feed that would put all of those updates
in one place. Admittedly that would mean that it was all the updates
and not the updates on a specific topic…

This sounds like a reasonable funnel channel to me. Folks following
this channel can always push notices back to the two-way channel
(e.g. dropping a comment into #114 when they saw the “last chance for
pre-vote feedback on the new CoC” update).

The drawback is that this approach gives two one-way pipes, a
suggestion box for talking to the committee 4 and an RSS feed for
listening to the committee. That may be too funneled, since
back-and-forth discussion for a whole host of topics gets interleaved.

Using an issue/PR tracker (or blog with open comments, or whatever),
on the other hand, still provides a funnel that you can subscibe to as
a whole or per-issue. That makes it easy to have a conversation about
the individual proposals without distraction (as long as you shunt
off-topic discussion into new issues ;).

If an issue tracker (or blog with open comments, or whatever) is too
hard to standardize around, you could use the RSS feed for posting new
discussion locations. So instead of a deep view:

  • “We're forming a committee to discuss the CoC, who wants to join?”
  • “We're having a public meeting to discuss the CoC.”
  • “We've reached a consensus on the CoC and are about to vote.”

You'd just have:

  • “We're forming a subcommittee to discuss the CoC with a Google Doc
    at 5. If you want to stay involved with the discussion, please
    join the subcommittee.”

[3]: Does Data Carpentry have a public issue tracker for their
steering committee?

@jduckles
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jduckles commented Nov 30, 2016

So, I think all of this stems from some confusion based on an expectation that the swcarpentry/board repo is an issue tracker for raising issues with the board. From my understanding (and admittedly I wasn't around during the formation of these repos) this repository's primary aim was to be the canonical source for board policies, procedures and minutes. This was complicated by discussion of topics on [Discuss] being moved to issues on this repo during the CoC violation event earlier this year. There has not been an explicit workflow to track GitHub issues from the community and raise them with the board at board meetings. There was clearly an expectation by @ctb and @wking that this would be the case.

During this time Data Carpentry hired @ErinBecker who devoted tremendous time to gathering and synthesizing community input and developed the draft document that was sent around for community comment with the thread on the issue staying dormant. A subcommittee was formed, with an open call to the community for participation, that subcommittee took ownership of the document and process, incorporating community feedback and inputs.

So there are a few things to unpack here:

  1. @wking and @ctb clearly advocate that we should have a formal process for the community to raise issues with the board. I suggest that these have two phases, discussion periods and formal requests for action stemming from the discussion. The discussions in question were largely that, discussions, with actionable items buried within them. I recommend we use something like issue templates at GitHub to help shape this in the future.
  2. We have a mix of tools that are used, making any RSS feed or tracking difficult. Google Docs, GitHub, Etherpads are all tools actively used by subcommittees and the Steering Committee itself.
  3. Perhaps @wking and @ctb can make recommendations and develop guidance for @swcarpentry/board that can be rolled out as part of how we aspire for committees and task forces to operate to communicate with the community at large.

The mentoring committee has been the best example of a subcommittee providing regular updates to their activities. They use etherpads for their meetings and then export the etherpad to markdown after the meeting. Much of this comes down to the practicalities of tooling, so any guidance should be abstracted away from specific tools and make recommendations for subcommittees to work in the open, and provide regular updates to the larger community about how they can stay abreast of and/or participate in the activities.

I am committed to find ways that that reporting can be aggregated so we can share it via our newsletter and websites.

@ctb
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ctb commented Nov 30, 2016 via email

@wking
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wking commented Dec 6, 2016 via email

@karinlag
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karinlag commented Dec 6, 2016

Wow, @wking, thanks for the thorough workup!

I am pinging @k8hertweck @raynamharris @JasonJWilliamsNY @BillMills @weaverbel and @rgaiacs here, I think that all of us should do a think on this.

@JasonJWilliamsNY
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This is a very long thread and I need more time to review thoroughly, thanks @wking . At first glance, I think this is an area that the position of secretary on the Steering Committee could be shaped in a way that make the SC more transparent and facilitates communication between the SC and any other subcommittee. If I am getting this right, is there an opportunity to implement the draft plan I see forming?

@raynamharris
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Thanks @wking! You bring up some very important points. It is difficult to wrangle all the information that comes from a variety of channels (blue jeans discussions, ether pads, issues, PRs, private and public google docs, blogs posts, tweets, emails, etc).

Like @JasonJWilliamsNY my first thought that this could be shaped into a more formal definition of the secretary. It could also fall into the hands of someone who job description (in part) is community communication. Or maybe we can distribute the responsibility a little more and each of us agree to a certain amount of increased communication and work towards better linking progress back to original discussions.

I'll keep thinking about this.

@wking
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wking commented Dec 7, 2016 via email

@raynamharris
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Ah okay @wking . I see now the distinction about communication across levels (committee ↔ subcommittee ↔ subcommittee) and some of the breakpoints in communication. I think I have some ideas/thoughts but I need to think them over.

@k8hertweck
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I am really excited to see this discussion developing, as managing community input + formation of a consensus has been an increasingly pressing issue across several parts of the Carpentries over the last year or so. Now that we have a basic framework for how things function (which, frankly, may have been developed in what seemed like a black box out of sheer necessity), I feel like we're ready to move towards a more transparent, inclusive discussion on how decision-making can and should occur.

I'm eager to give @wking's suggested model of communication a test run in the next week as I submit a proposal for a new subcommittee (Lesson Infrastructure) as split from Lesson Maintainers (which will require a corresponding revision of subcommittee goals/scope). This plan was announced in a blog post, but given I did not receive any feedback at the time, it's clear that mode of communication was insufficient.

As I've discovered through my interactions with the lesson maintainers, it can be a real struggle to feel like a consensus is being reached around important community issues. I hope we'll all keep in mind the need to balance community interaction and input with a need for practical, continued improvement.

@ErinBecker
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I think this is an important discussion and one that goes beyond the question of what specific policies/procedures should be for formalizing interactions between the community and SWC/DC steering committees and subcommittees. To my mind this question should be part of a broader conversation about how we (staff and committee members) facilitate interactions among all members of our community. We'd like to think broadly about this question and invite thoughts and suggestions from community members in helping to shape our overall communication strategy. We've started a new repository here to get community input as we move forward in thinking about our strategy. That channel will be monitored by Carpentry staff and will host communications-related decisions as they are developed with the input of the community.

@wking
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wking commented Dec 13, 2016 via email

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