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| # DRAFT: Metrics, Reporting, and Best Practices Working Group Charter | ||||||
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| The DRF Metrics, Reporting, and Best Practices Working Group charter is an operating document which defines and outlines the goals the WG aims to accomplish. | ||||||
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| ## 1. Working Group Definition | ||||||
| One of the many challenges the practice of DevRel faces is measuring success and demonstrating value. This working group is dedicated to providing guidance for DevRel practitioners to identify which metrics matter and how to gather and report those metrics, along with best practices for a successful DevRel program. | ||||||
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| Our mission is to identify, evaluate, and share actionable strategies and best practices for determining, collecting, and reporting metrics that take into consideration the often unique goals of a DevRel program within the context of the company it represents and serves. | ||||||
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| The primary objectives of the Metrics, Reporting, and Best Practices WG include the following themes: | ||||||
| - Strategy Improvement: | ||||||
| - Review models like: the Orbit Model, Marketing Funnel, AAARRRP Strategy Framework, Bowling Alley Framework, DQL. | ||||||
| - Develop metrics strategies that align with organizational goals, including identifying leading vs. lagging indicators. | ||||||
| - Develop tracking and metrics strategies, including the potential consequences and unintended behaviors of optimizing for specific metrics. | ||||||
| - Create maturity models to guide DevRel programs at different stages (startup vs. enterprise). | ||||||
| - Regional Analysis: | ||||||
| - Address regional engagement differences in DevRel strategies, with specific attention to geographical and cultural nuances. | ||||||
| - Customer Journey and Lifecycle Tracking: | ||||||
| - Track the customer/partner journey from initial engagement to maturity ensuring continued support. | ||||||
| - Analyze engagement models and frameworks for targeting different geographical regions. | ||||||
| - Label and categorize DevRel verticals such as non-commercial, academia, for-profit, etc. | ||||||
| - Track community-led contributions (e.g., open-source activity, peer-to-peer support) as indicators of program health. | ||||||
| - Develop metrics for long-term developer success, such as retention rates, repeat participation, and career advancement within the community. | ||||||
| - Reporting: | ||||||
| - Create an annual state report and best practices for measuring value. | ||||||
| - Advocate for transparent reporting practices that balance internal goals with community trust. | ||||||
| - Funding and Metrics: | ||||||
| - Develop sustainable funding models and metrics for segments without engagement data. | ||||||
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There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Is this item related to establishing funding for further research around areas without engagement data, or about how organizations / DevRel teams can creating funding without being able to prove out that it's needed using engagement data? Either way I think it's valuable, I might just recommend clarifying this point a bit. There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Hi @jcleblanc the sub-themes were derived from the foundation's application form when requesting for participants. I believe @anajsana can provide more clarity on that. |
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| - Tooling: | ||||||
| - Curate tools for metric collection (e.g., analytics platforms, surveys) and visualization (e.g., dashboards) | ||||||
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Member
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. This is just a comment, but this is a good opportunity for collaboration with the wg-resource-aggregation project to represent these within the tools catalog. |
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| - Education and Advocacy: | ||||||
| - Develop content to help practitioners to articulate DevRel ROI using metrics. | ||||||
| - Foster cross-functional alignment with product, marketing, and leadership team to standardize metrics definitions and shared goals. | ||||||
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| ## 2. Working Group Team Structure | ||||||
| The team members of the Working Group include: | ||||||
| - Developer Educators | ||||||
| - Community Managers | ||||||
| - Documentation Writers | ||||||
| - Adoption Strategists | ||||||
| - Product Engineers | ||||||
| - CTOs | ||||||
| - Technical Marketers | ||||||
| - Customer Support Engineers | ||||||
| - Other DevRel Stakeholders | ||||||
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| The team members are structured into managers, participants, and community members. | ||||||
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| **Community Members** | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more.
Suggested change
Changing members to participants. Under LF ecosystem, the word members can cause confusion, as it typically refers to organizations that sponsor the foundation or project. To date, DRF is a community project with no membership /sponsorship model. |
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| The Community Members include individuals who are interested in the Developer Relations Foundation. | ||||||
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| **Participants** | ||||||
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| The Participants play an active role in: | ||||||
| - Attending and engaging in the WG meetings | ||||||
| - Accomplishing tasks identified in the WG meetings, GitHub issues, etc | ||||||
| - Contributing ideas and recommendations to the WG themes, goals, and deliverables | ||||||
| - Taking ownership of action items identified in the meetings | ||||||
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| **Managers** | ||||||
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| The Managers lead the WG in project management and are actively engaged in communications between the community members, the participants, and the Steering Committee. The managers' roles include: | ||||||
| - Organizing and leading WG meetings | ||||||
| - Organizing and assigning tasks as determined by WG participants | ||||||
| - Supporting WG participants in completing tasks | ||||||
| - Communicating with the Steering Committee | ||||||
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| A list of current WG managers can be found in the [README](README.md). | ||||||
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| **Communication** | ||||||
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| - Set recurring meeting time and dates that allow for synchronous communication with participants that may be spread across different time-zones | ||||||
| - Set meeting agendas | ||||||
| - Take meeting notes in order to share outcomes and progress | ||||||
| - Facilitate conversations in the WG Discord channel and mailing lists | ||||||
| - Ensure that participant questions are recognized and addressed across channels | ||||||
| - Communicate with other team members at regular intervals through updates to github discussions, discord, and the mailing list | ||||||
| - Report to the Steering Committee on the WG progress | ||||||
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| **Project Management** | ||||||
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| - Manage tasks by creating [GitHub issues](https://github.com/DevRel-Foundation/wg-metrics-reporting/issues) and traiging them for assignments | ||||||
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Member
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. small typo, triaging
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more.
Suggested change
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| - Follow-up and facilitate the completion of tasks within a reasonable time frame in order to meet WG objectives | ||||||
| - Assign new Managers within the WG if requested by Participants actively involved in the WG activities | ||||||
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| ## 3. Working Group Meetings | ||||||
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| **WG Meetings Schedule** | ||||||
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| TBD | ||||||
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| **Meeting Notes** | ||||||
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| Meeting notes will be collected in GitHub Discussions and recorded with HackMD | ||||||
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| ## 4. Working Group Feedback | ||||||
| Participants and Managers can contribute feedback on how the WG functions and operates via the GitHub Discussions. Specifically, the Feedback category is an area managers will utilize to post surveys and polls that invite input. | ||||||
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| ## 5. Working Group Deliverables Timeline | ||||||
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| | **Phase** | **Deliverables** | **Delivery date** | | ||||||
| |---------------------------------------|--------------------------------|-------------------| | ||||||
| | Phase 1: Recruit participants | List of participants | TODO | | ||||||
| | Phase 2: Determine and delegate tasks | List of tasks with assignees | TODO | | ||||||
| | Phase 3: Midway checkpoint | Status of tasks and next steps | TODO | | ||||||
| | Phase: Present findings | Report of findings | TODO | | ||||||
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| ## 6. Working Group Resources | ||||||
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| These resources help to achieve the WG objectives: | ||||||
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| ## 7. Governance | ||||||
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| All Working Groups within the DevRel Foundation must: | ||||||
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| - Function with openness and transparency, meaning that participation is open to all, and minutes and other documents are available and easily accessible to everyone. | ||||||
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| - Adhere to the DevRel Foundation’s [Code of Conduct](https://github.com/DevRel-Foundation/governance/blob/main/code_of_conduct.md) | ||||||
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| - Follow Linux Foundation's [Antitrust Policy](https://www.linuxfoundation.org/legal/antitrust-policy) | ||||||
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| - Follow [Chatham House Rule](https://www.chathamhouse.org/about-us/chatham-house-rule) and as otherwise set up in the [Developer Relations Foundation Charter](https://github.com/DevRel-Foundation/governance/blob/main/Technical_Charter_v1.0.adoc) | ||||||
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| For More information: <https://github.com/DevRel-Foundation/governance/pull/17/files#diff-a5e748f515fc060f9baf9feb8e2871c97cd5657858b78f583c6c025c7e49f176> | ||||||
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| Compliance with Policies This Charter is subject to the Series Agreement for the Project and the Operating Agreement of LF Projects. Contributors will comply with the policies of LF Projects as may be adopted and amended by LF Projects, including, without limitation the policies listed at <https://lfprojects.org/policies/>. | ||||||
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This is an audacious mission for the group! I am curious to know how much curation, evaluation, and aggregation you anticipate doing (vs original work). In addition, are there specific skills or commitments you'd anticipate needing to deliver the group's goals?