Leading an Open Source Community
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Transcript of Leading an Open Source Community
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Leading an Open-Source ProjectDeveloper Advocate for Joomla!@tessamero
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
My name is Tessa. Hi!!! College Instructor. Curriculum Developer.
Web Developer.
Snowboarder.
Love to Speak – Educate - Inspire
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Open Source Enthusiast• Joomla contributor for 4 years• Joomla Leadership for 2 years• My roles in Joomla• Organizer of Joomla User Group Seattle &
Seattle PHP User Group• Organizer of PNWPHP Conference (with
Jeremy Lindblom, SHOUT OUT!)
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Summary• What is Joomla!• Community & Communication• Management/Representation• Behavior• Hiring/Firing Effectively• Encouragement• Dealing with Change• Preventing Burnout• Steps to Becoming a Leader
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
JOOMLA!• Fork of Mambo CMS in 2005• Swahili for “All Together” (Jumla)• Free and Open Source Software• Created by over a dozen co-founders• No paid staff• 100% volunteers• 35 Million+ Downloads• Approx 9,500 Extensions for latest
version• 65+ Teams in Organization3
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Current Joomla! Structure
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Community & CommunicationDemonstrate leadership with communication and
listening to your community
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Getting There (User to Leader)• User
• Participation• Contributor• Leader (multiple meanings)
• Being in an official leadership team• Leading a Team / Leading a Sub Team• Assisting with leading a team• Being a great example of a good
community member3
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Documentation & Transparency• Documentation of Processes
• Transparency• Team Reports• Keep things as open as possible (no
contract signing!)• Make it easy for newcomers to begin
and grow!
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Communications• TRUST• Community Feedback• It’s OK to disagree!• Learn to compromise• Accept outside advice (3rd party)• Have Decision Making Processes
• Ideas floating around endlessly – NOTY• Voting
• Don’t shoot down ideas quickly• Give people a chance to speak
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Assume people mean well until proven otherwise.
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Mentoring• Help create future leaders• Train them• Delegate your work to others• Don’t make 1 person a single point of
failure, train multiple people for the same roles
• Encourage and be thankful. Empower people. (more on this later)
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Why should we train and mentor contributors?
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
The Importance of Follow Through• Respect
• Reputation• Trust• Help teammates follow through by staying
organized and following up
Wait, let me explain the next slide….don’t judge too quickly! =P
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Management/RepresentingThe correct way to manage people and representing your community
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Representing Open Source• Be a good representative by exhibiting
positive and good behavior internally and externally (social media)
• Speak highly of others (and other Open Source) and don’t put down other people
• Make newcomers feel welcome• Don’t wait for things to happen (maybe
they are waiting on you?)• Have fallback plans on changes (if…then..)
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Invest in being motivated, not miserable
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
BehaviorLet’s be grown-ups! Oh, look, an ice-cream shop!
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Code of Conducts• My initial views on it back in 2012• Why is it important?
• Sense of safety for all• Increases diversity
• Keep the COC simple• Representatives outside of Project• Why is it important?
Code of conduct allows you to agree that you will be respectful and to cooperate with each other, and make others feel welcomed
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Dealing with Conflict• Try resolving 1 on 1 (don’t humiliate them
in public)• Try using a mediator to resolve conflict• Let people know if they are making you
feel uncomfortable or if they hurt you• DON’T HOLD GRUDGES (hardest one of all,
since I have some…)• Don’t Blame OTHERS!• Accept fault and accept being wrong. It’s
OK!3
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Why can’t we all just get along?!!!??? How hard is it?
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Toxic Volunteers & Negativity• Stop the Gossip Train!
• Don’t talk about people negatively• Get actual information before talking!
• A great contributor/leader will NOT tolerate toxicity
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
What to do?• Don’t contribute to toxic behavior. That’s
what they want.• First try to understand. Compromise• Listen – Reasons why people are upset• Alleviate situations – Don’t instigate!• Still doesn’t work? Document extremely
bad behavior (insults, harassment, threats, etc)
• Create a Ban process for different parts of the project if COC is violated3
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Hiring and Firing EffectivelyWe all know this is the toughest part of leadership!
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Effectively finding the right people
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Interview Process• Call for Volunteers• Interview (Or Rejection Letter)• Hiring
• Look for someone who is motivated and excited to get started
• Willing to read documentation• Not afraid to ask questions
• Training
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Firing Process• “Firing” is too strong… the real term is
“Let them Step Down”. (unless there is a term)
• Remind them they haven’t contributed in awhile
• Give them a chance to continue their contributions (let them know it’s ok for breaks)
• Let them know there is someone (or someone’s) willing to take over their role.
• (It’s not a big deal. It’s OK to step down!! Please do if you don’t have the time! Please!)
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
EncouragementGood job, want a cookie??????
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Remind people on how awesome they are. Your minute of time can make a positive impact.
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Positivity• Stay positive, even in extremely stressful
situations• Helps make wiser decisions• Prevents you from immature behavior
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Team Building• May not always be “productive”.• The best thing out of team building?
• Effective communication• See “emotions” in person• Collaborating more positively• Creating “New” things (like friendships,
ideas, processes, etc)• Understanding each other better
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Dealing With ChangeIsn’t it easier if we keep everything the same?
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
And How?• Have things well planned out• Implement In SMALL STEPS!
• Prevents community outrage• Prevents resignations from people that
disagree with the change
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
My Response Timeline on Major ChangeDay 1: “WHAT? SERIOUSLY????”
Day 5: “You’ve got to be kidding me. I can’t believe we are doing this”
Week 2: “Okay, maybe we can do this. I’m feeling confident about it”
Month 3: “Wow, this is amazing. Why didn’t we do this a long time ago?”
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Preventing Burn-outCareful, don’t jump into the hot flames!
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Make your priorities• Don’t choose open source over family• Focus on work. Then open source.
It’s really easy to forget what your priorities are in life when open source is SO amazing
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
“Yes, yes, and yes!”• Don’t say “yes” to everything. This is how
you overwhelm yourself with work. If you don’t have the time, be honest about it
• Don’t start too many projects and leave it unfinished. Make priorities and focus on it
• Learn to Delegate work • Don’t be afraid to step back or ask for help
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Steps to Becoming a LeaderSo you want to be a leader? Follow me!!!!!!
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 2015
Traits of Leaders• Demonstrating Confidence• Listening to the community• Making and Enforcing unpopular decisions• Real leaders listen. Gather information,
wait for timely opening, and demand action
• Keep a good reputation• Mentor people. Bring in new people• Demonstrate positivity everywhere
(influencial)3
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 20153
Leadership is not a popularity contest. It’s okay for people to disagree and not like you.
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 20153
Create a Culture where people respect each other
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 20153
What does it mean to be a leader in an open source project?
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 20153
“Honesty - people want to work with people they trust. They want someone with high values morals and integrity”
-Jessica Dunbar
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 20153
“It’s an opportunity explore ideas, solve your own problems at scale, and learn how little you know about some subjects”
-Keith Casey
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LEADING AN OPEN-SOURCE PROJECT – TESSA MERO - php[world] 20153
“Work with the community. When it fails, don't get disgusted at the failure; get involved and help solve the problem.”
-Cal Evans
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Thank you!Contact:@tessamerohttp://[email protected]