Re: Signature Events Strategy for 2017 (Part I: Flock)

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On Mon, Jan 9, 2017 at 6:07 AM, Brian Exelbierd <bex@xxxxxxxxx> wrote:
> Warning: This email is long.  I don't know how to avoid that.  I debated
> making this a wiki, but I think we need more discussion that just
> editing.  There is no tl;dr.  If you want a tl;dr perhaps you should
> wait a while and participate near the end of the conversation.
>
> Warning: The opening text is the same for both Part I and Part II.
>
> During 2016 I had the privilege of helping to plan and execute Flock and
> attended both FUDCon LATAM (Puno) and FUDCon APAC (Phnom Penh).  Talking
> to people has led to me to believe that these events may not be meeting
> all of our goals.  Specifically we are spending a lot of time and money
> on them and may not be getting our full value.  I also heard a lot of
> comments about how the events are not equal from people who thought they
> should be and not well distributed across the world from people who
> thought they should be.  This led me to believe that there is a lot of
> confusion about why we do these events and what we want out of them.
>
> Since it is easier to edit than to create, I am going to propose some
> ideas.  My goal is less to present this as a polished proposal ready for
> a vote and more to allow us to have a discussion around the finer points
> of the events strategy.  It would be nice to see this discussion come to
> an end by the end of March so that it can have impact this year.  The
> planning for Flock will begin soon (see my another of my emails today)
> but the FUDCon processes are not heavily started, as far as I can tell.
>
> Additionally, while history is important, I think it is equally
> important that we consider what we want to accomplish today and in the
> next few years, not just what we tried to accomplish in the past.
> Therefore I've written this without too much reference to what is being
> changed and instead as an idea of what we should be doing.  I look
> forward to folks bringing forward suggestions for continuing activities
> from the past or better incorporating lessons learned that I may have
> missed.
>
> I look forward to your feedback and input.
>
> regards,
>
> bex
>
> # Flock
>
> Flock is described by most people to me as the "Fedora Contributor
> Conference."  Therefore, I'd like to see us put together a structure to
> continue to make that statement more and more accurate.  If we are going
> to have a contributor conference, I think we need to understand why
> having one is important.  I have been told that we need Flock for these
> reason (I am sure I am missing some):
>
> ## Goals
>
> * Increased Contributor Bonding - Contributors should meet each other in
> person and strengthen their relationships.  We are a far-flung remote
> community and at times we forget about the person behind the FAS ID.
> Fedora works best when we work together.
>
> * Increased Project Cohesion - The Fedora Project is a huge complex set
> of moving pieces and fantastic people.  At times it can be hard to know
> or remember what is going on and what we are working on.  Flock should
> provide a touchstone to keep all parts of the project interconnected.
>
> * Presentation and Discussion of Large Ideas - Some ideas just aren't
> well served by a wiki page and an email thread.  When we make major
> changes (think rings or editions) we need to talk them over.  We need
> presentations and forums for face to face discussions.
>
> * Work - Yes, this is what FADs are for, but we can save money and time
> if we schedule work sessions in a place where we are already going to
> have the right people present (see more later).  Flock has been
> described by several people as needing to be more of a "do conference"
> instead of a "talk conference."  I agree that if we are having a
> *contributor* conference we should focus on *contribution.*
>
> * Cross-pollination - Having contributors from all over the project in
> one place creates the opportunity for a fantastic hallway track
> (informal, unplanned conversations and working groups).  Problems being
> solved in one area may be the answer for problems being discovered in
> another.  We may find out that we have multiple groups working on the
> same problem in different ways and that working together may help (or
> conversely allowing them to have a compare/contrast session may help).
>
> ## Programming
>
> Moving Flock more toward a "do" conference means that we should change
> the way we develop the program.  Specifically, I believe that we should
> ask people why their talk and workshop proposals should be included in
> greater detail.

Can you describe what greater detail means?  We already have people
submit abstracts, and those tend to be fairly detailed.

> ### Theme
>
> I believe the council should, with community input, set some themes for
> each Flock.  These themes are not absolutes, but instead should be one
> of the many factors considered when looking at programming submissions.
> This way we can also help keep Flock focused on doing.

We did this last year.  It didn't really pan out well.  Whether that's
because of the themes that were set or something else, I have no idea.

> ### Talks
>
> Talks will always be part of Flock, however, we can ask a few more
> questions to help the committee choose them.
>
> 1. How is this talk focused on contributors?  Why should contributors
> attend it? Which contributors should attend? How will this talk foster
> greater contribution to Fedora?

I like these questions.  We used a similar set of guidance on the
paper committee.

> 2. If this talk is about a specific piece of software or technology, why
> is presenting it at Flock better than presenting it as a Fedora-inspired
> talk at another conference?
> 3. What actions will you be taking as a result of the feedback you
> receive on this talk?  What actions are you looking for your audience to
> take?

That implies they get feedback...  other than in-room/after-talk
feedback from attendees, we don't have anything in place to help them
there.  Adding that might be helpful, but it isn't simple.

> ### Workshops/HackFests/etc.
>
> We need more focused work and planning sessions.  However, for them to

I'm not really sure I agree with that.  The workshops I've seen have
been very focused and a lot of work is actually getting done at them.
The Fedora Infra team is particularly good at this.

> be successful, we need to make sure they are planned for success from
> the beginning.  Therefore, I believe we should ask questions like this:
>
> 1. What specific goals do you have for this session.  What is your
> specific agenda?  What problem(s) are you trying to solve?

Normally these are already included in the workshop proposal.

> 2. Who specifically needs to be present in order for the goals of this
> session to be met?
> 3. What activities will be done prior to Flock to ensure success and
> that all attendees are ready for this activity?

Those two can be added.

> ## Funded Attendance and Costs
>
> I was told by several people that they felt like most non-EMEA and
> non-NA contributors were not encouraged to attend Flock.  Several people
> related stories about how they had been told that because their region
> had a FUDCon they should attend that instead.  This sentiment was
> usually relayed to me during a conversation about funded attendance.  I
> want to address this through our structure.

This is accurate.  Because LATAM and APAC have FUDCons and NA/EMEA do
not, we have prioritized contributors from NA/EMEA for funding.
HOWEVER, we have always funded travel for people outside of those
regions at every Flock.  Priority does not mean exclusion.

> I believe that Flock should be explicitly open to anyone and built for
> Fedora Contributors.  If someone is not a Fedora Contributor they should
> recognize they may not get a lot out of attending Flock.  That is OK.
> We will have other opportunities for them.
>
> The flip side of this is that we had a significant number of registered
> attendees for Flock 2016 who did not attend.  This cost money in terms
> of wasted catering and prepaid expenses.  I am told that this year was
> exceptionally heavy in terms of no-shows, but that we routinely have a
> significant number of no-shows and unregistered attendees.  We need to
> find a way to ensure that when we budget for someone's attendance that
> they really come.

Agreed.

> I think that we should consider funded attendance from several angles:
>
> ### Tickets
>
> Flock has expenses that are not necessarily part of the "funding" of a
> funded attendance.  This could be meeting room costs or the costs or a
> group lunch or evening activity.  Some of these costs are fixed for the
> event (e.g. Meeting room rental) and some are per attendee (e.g. Evening
> activities).  Therefore I think we should set a ticket price equal to
> the cost of all per attendee costs.  This means that a ticket will cover
> the cost of these items, and not make a profit.
>
> However, not everyone should have to pay for their ticket.  I believe we
> should adopt a strategy similar to OpenStack.  OpenStack provides free
> admissions for all active contributors.  We should define contributor
> activity and provide a similar benefit.  Defining an active contributor
> is hard, but we can probably start with something like "generated X
> fedmsg events in the last year" or "acknowledged as a contributor by a
> subproject."  I think it needs to be more than "cla+1" but flexible
> enough to account for work that may not be commit oriented.
>
> If only active contributors attend Flock then no tickets will actually
> be sold.  This is OK.  However, non-contributors who attend will pay the
> costs of their attendance.  This may help those folks understand that
> there are better Fedora events for them to attend.  This should also
> reduce the issue with no-show non-contributors.  It won't help with
> no-show contributors[0].  I also believe it is reasonable to have a
> refund policy in place for those with a documented reason for not
> showing up (illness, etc.).  I think we can solve this by adopting a
> policy like many other events of offering refund schedules, etc.  This
> should not be a heavy process and it should actually not be a huge
> burden.

We can do this but I'm not sure it will make a material difference.
It also discourages walk-ins, which we tend to to actually be between
40 and 80 people.

> ### Funded Travel
>
> We cannot afford to cover all of the costs of all of our contributors
> for Flock.  There is currently no budget probability of this changing.
> Therefore we need to figure out a way of choosing who gets funding and
> how much more deliberately.  I believe we should do this by creating a
> more complete funding application.
>
> We can assign points or use some other method to rank applications.  I
> think that points of consideration should include:
>
> * Is this person an active contributor?  (see above)
> * Is this person on "people needing to be in the room" list (see above)?
> * Is this person a contributor in the general areas of focus of Flock
> (we will know this once the program is set)?
> * How will the Fedora project benefit through your attendance at Flock?
> * How will you benefit (specifically) from your attendance at Flock?

These have always been taken into account when deciding who gets
funding.  There is nothing new here.

> As far as funding levels, I believe our default funding for active
> contributors should be the cost of the ticket mentioned above and 0%
> travel.  After that travel funding can range from partial to full.

That's a change.  The default before has been hotel+flight if someone is funded.

> I believe we also need to strongly encourage attendees to seek outside
> funding.  I believe we can do this by explicitly asking some questions
> about employment.  Note: Employment is not a factor in funding
> consideration for anyone.  All community members are equal regardless of
> employment or lack thereof.
>
> * How does your work in Fedora relate to your work, if you have a
> $dayjob?
> * Have you spoken with your employer and specifically asked for some
> funding to help cover your costs of attending Flock?

These are fine to ask but in practice they haven't resulted in any
additional funding outside of a very small few.  I think we need to
keep in mind that Fedora is often a "free-time" activity for most
contributors.

> * If you are an employee of Red Hat, please provide your Red Hat email
> address and your manager's name and email address.  This question is
> specific to an employer because of the nature of our funding.  Almost
> 100% of Flock is paid for by funding provided by Red Hat.  Being able to
> accurately demonstrate the costs incurred for Red Hat employees at the
> event may allow us to have a stronger case for increased funding for
> Flock in future years.
>
> ## Geography
>
> Today Flock rotates between NA and EMEA.  For now, I think that works,
> however I believe that we should look to allow Flock to float "around
> the world."  I think that we should give consideration to the
> distribution of our contributors and the location of likely attendees
> when thinking about where too hold Flock.  I am not ready to suggest we
> commit to having Flock outside of NA and EMEA, but I believe we should
> be prepared to think about it when a compelling case is made.

I am not opposed to the idea at all, but that means we really need to
rethink the split between Flock and FUDCon.

> [0]: Having consulted with Fedora Legal recently, it appears that we can
> legally maintain a list of people who are not allowed to obtain funding
> in advance.  This is going to be explored as I work on the reimbursement
> and advance purchase policy.  However, I suggest we use a similar
> mechanism here.  If a funded ticket contributor no-shows, they are asked
> to pay for their ticket to the next Flock they attend.
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