I have been refraining from commenting so far but I am just about to
catch-up on several other Foundation'y thing and while I generally see it
as a good idea (and I would gladly volunteer my time to sharpen some
projects if I am accepted as a Sharpener) but there are few details in here
that give me some goose bumps. Maybe it's because it's the cultural and
background things (and my inherent inability to be part of (rather than
cooperate with) of anything that looks corporatishly to me. But -
followinareng Rich's comments - I will start from proposed solutions, and
then explain what problem they solve rather than stating only the problems
I see.

Sorry for the long mail, but I thought about it for last few days to wrap
my head around it, and well, I think it's worth spelling out what I came up
with. If it's too long for you to read, then feel free to ignore it as
well, maybe it's just my rambling.

So far - I think, maybe I missed it as I was focused on some
security/Airflow issues I had been deeply involved with - there was no
discussion on how and when and initiated by whom a Sharpener chooses to
join the PMC and what is the relation of PMC - Sharpener - Board and
whether and how Board is involved in the process. Who and when originates
sharpener joins the project is not (or I could not find.it) defined. I am
not sure what was the intention (both to start with and what it might turn
into in the future for that part of the relation, but here is what I think
about it.

Proposed solutions (at least this would be the Sharpeners I'd gladly join):

* Sharpeners should be a group of people who should be ready to join PMCs
to help them but not proactively choose projects and not (God forbid) be
assigned by the Board to some projects

* Sharpeners **might** if they want, offer their help to the PMCs directly
if they happen to or stumble upon the notion that project might struggle
with something (various ways, but not directed, nor asked by the Board) -
especially when Sharpener has some relationship with the project / PMC /
people (but no corporate interest/ allegiance etc. ). But this should be
accidental, purely based on existing relations and serendipity of other
conversations happening.

* The initiative to reach out to Sharpeners should come from the PMC -
almost exclusively. The board (with regular project review) might suggest
to the PMC that they consider choosing /asking for Sharpener to help them,
it should also be advertised and reminded regularly - possibly as part of
reminding about reports, that PMCs can reach out if they feel they need
help. And they should be able to choose the person from Sharpener's group
who is available to help and whom they can trust.

* We should aim to have quite a significant number of Sharpeners from
various cultures and backgrounds. so that there is a high chance if PMC
struggles, they will find a sharpener they know about or had interacted
with in the past and they can trust they can cooperate and get useful
relationships there.

* most important - Sharpeners should **NEVER** report anything to the board
- it should be neither expected nor even hinted they could. Creating a
special place for them where they could do it is a BIG HAIRY NO for me.
They should be exclusively seen (by the PMC) as helpers, and possibly
trigger conversations in the PMC when they see conversation is needed. Not
as someone who might report something to the board. They could - same as
any other person in the project - be asked during a regular review in case
the board member has questions about what's going on and start asking
questions. Ideally - the projects with sharpener on board, should be easier
to review by the board member, they could just look at the conversations
the sharpener takes part in - those will be the potential problematic
cases. Since sharpener will make sure those conversations happen on the
devlist/private (and will do everything to bring them in), the job of board
member should be much easier. Board should treat projects with Sharpener as
ones where they can just be sure that Sharpener will trigger the right
conversations focusing exclusively on "Apache Way". Simply speaking the
Sharpeners should not "do" the job of current Board members, they should
just make it a lot easier and more obvious for board members to see
problems coming.

Now - what problem does my proposed solution solve?

* Mainly, trust in intentions, and avoiding seeing the Sharpener as a
board "punishing hand" and "policeman". There are a number of statements
about that in the current proposal, but the structure where there is a
report to the board is 100% opposite of that IMHO. Maybe it's the communist
past that influences my impression and thinking - but we - people from
Eastern Europe know very well the case where your "friends" and "peers"
turned out to be confident that they were spying and got "reports" on you.
I know it's absolutely not the case here (we are not talking about evil
Empires and totalitarian regimes) - but for me personally you either come
to help PMC to do the right thing, or help the board to smell "bad things"
and tell the board when you do. Joining the two is IMHO impossible,
introduces conflict of interests and will be very badly received by PMCs
(who will immediately treat such a person as "snitch"). IMHO Sharpeners
should mainly help the projects, but do it in a way that makes Board Member
jobs easier, not to become an extension of the board member's "punishing
hand" or to "do" the job of the Board Member. It's the responsibility of
the Board member to get aware of and speak about what they see is at the
level of "wrong" enough for the Board to take actions. Thanks to
Sharpeners, it should be way easier, but it's still the job of Board
members to assess if the level requires board mentioning and action, not
the Sharpeners.

* The other problem is the value of such help. It's like with the
therapist, you will only really make use of the help you will get if you
truly want help. If it's forced or pushed on you. IMHO once the goal of
that working group should be to get as many "proven" members to be part of
the Sharpeners group and to do A LOT of job advertising it to every PMC and
convincing them, it's good for them to reach out when they see a need. But
the initiative should come from the PMC (maybe on board's suggestion
encouraging them to do so). Once this is happening and it's the PMC to
reach out, the effectiveness of Sharpener's involvement rises immediately
by an order of magnitude at least. almost by definition IMHO. Also such
person's value should be in the value it brings to the project, help and
care such person can lend to the PMC, but not in any way in any kind of
priviledge that person has because it's "given" to the person (for example
being in the position of raising things officially to the board in their
part of the report). Having such capability will skew the value of the help
the person will bring because it will always be seen as "the person who can
report things to the board and have special entry there".

* And finally, I think this actually solves the problem I see with the
current setup of the PMC <-> Board regular relationship. I personally would
love to see (and that's likely wrong)  the Board as the "wise" people (for
my PMC). Someone I can raise my concerns to, ask for advice and expect that
when my PMC has problems I can turn to and get help in solving my problems.
I was part of another voluntary organisation - for 30 years I sung in a
small 30+ choir which - coincidentally - was an autonomous section of  an
NGO organisation (well respected in Poland and with long history and wise
people taking part and running it). And I still remember well the situation
where we had huge conflict resulting in splitting the ensemble in half and
huge personal issues (yes of course it happens also in choirs). And then
the board of the NGO was there for us - ready to mediate, and eventually
making the (wise) decisions when the conflict could not be solved. I wish
Board of ASF play similar role - I mentioned it before - assertive but also
caring parent, that is there to help in time when it's needed. Now, I know
well in the current setip of all-voluntary 9-people board it's not possible
(especially proactive care, but also responding when there is a need for
help) - I see Sharpeners as taking mainly that role - help and care on a
daily (or generally regular) way - where the board has no time for it. But
in this case, Sharpener have no (even delegated) authority the Board has,
so all they should and can offer - is the care and help, by no means they
should be doing policing. That role is still Board's and delegating the
policing role - without delegating authority to the people - who should
also care and help - cannot end well IMHO.

Again, It might be it's just my personal skewed way of seeing the world. I
had never been able to stay in a corporate environment for a long time (max
3 years, last time 3 months), mainly because my brain and way of thinking
cannot stand hierarchy not based on personal merit and achievements and
value someone brings. I just can't stand any corporate hierarchies. This is
why - from the very first day I learned about it - the ASF meritocracy was
so appealing to me. And this is why I react - alergically - in any case
where I feel the "given" position is abused and where volunteers are
expected to do stuff not because they believe it's right, but because
someone with "given position" is telling them they must do it and telling
them how (without good rationale and earned authority and being
cooperative, listening and open). So if the Sharpener is the first step to
this kind of hierarchy, then I freak out and run as far as I can from it.

If any of I wrote makes sense, and if it's seen as a good input to the
conversation, I'd be glad to join the group - and possibly - with vast
shortening and making more digestible turn those into PRs. But with very
straightforward focus and limits - if the Sharpener is seen as someone who
mentors and help, i am in. If - even in a slight form - sharpener has
duties and expectations to become a board extension and policeman and is
expected to send reports "up", then it's very much not part of my mindset,
and I wouldn't be happy volunteering my time as Sharpener. (or to the WG).
I personally don't think any such reporting and expectation is needed to
help other PMCs, and if help is not the main reason for Sharpeners to be,
then - again - it's not part of my mindset.

J.



On Thu, Feb 15, 2024 at 8:31 PM Rich Bowen <rbo...@rcbowen.com> wrote:

>
> >  I just have strong feelings about
> > community self-governance and understanding and I will be honest about
> the
> > fact that I am worried about creeping legalism at the ASF.  Instead of
> > looking for symptoms, I think Sharpeners should be looking for, and
> aiming
> > to help with, basic challenges.   In the use cases, I dumped vague
> > descriptions of some challenges.  They may be wrong and it might be
> better
> > to just provide some kind of engagement path for Sharpeners and let them
> > dig in.  What I don't want to see is "red flags" leading to Sharpeners
> > showing up and distracting communities from solving real problems or
> making
> > them think they have problems when they don't.
>
>
> Sure, that’s a fair criticism. And I think the way forward is to consider
> these items and think about what the underlying problem is - or, more
> helpfully, what *recommendation* we would want to make to such a project,
> and transform this list into, instead, a list of solutions (or additional
> entries in the use cases file) rather than problems?
>
> >
> > I will provide a concrete example here that I hope won't offend anyone
> <snip>
>
> It’s a good example, for sure, of someone well-meaning trying to fix a
> problem. It feels useful to consider how we would have wanted this handled
> instead, with that insight and insider knowledge. Just leave well enough
> alone? Find a way to better communicate what’s happening? Encourage other
> projects to similar patterns? (I honestly don’t know, because I wasn’t
> involved in that situation.)
>
> >
> > The point of the example is that the real problems (and others that I may
> > be personally blind to) can only be seen by observing and engaging with
> the
> > community.  When I was a new board member, I used to try to do this for
> the
> > projects that I was shepherding.  It soon became more work than I had
> time
> > to do consistently, but I always tried.  I see the Sharpeners as a
> > potential source of people to do this.  It might actually be best not to
> > have "triggers" for engagement at all other than requests from the
> > communities themselves.  Maybe just assign people on some kind of
> rotation
> > like the Board shepherds.  That would have the positive side effect of
> > Sharpeners getting to learn from healthy communities too.
>
> I guess I was thinking (but hadn’t written anywhere yet) that the trigger
> would be reading board reports, and thinking, hmm, that project looks like
> it might need some help. I would *love* to see requests from the
> communities. And, indeed, we have gotten those, over the years, here on the
> dev@community list, and didn’t have any process for saying yes. So
> perhaps the mechanism is to advertise this service to projects, and wait
> for takers. Then advertise successes. Repeat.
>
> What I’ve found as board shepherd is that you never get a deep enough
> knowledge of any given project to really be particularly helpful. Each
> month when I’m shepherding, I’m spending 20 minutes, maybe, on each
> shepherd project. That’s *definitely* not enough time for the kind of deep
> dive I think we’re both talking about. My hope is that a sharpener, unlike
> a shepherd, would spend enough time listening that they would actually
> start to understand what they’re hearing, and become a legitimate member of
> the project community.
>
>
>

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