Version 20.1 by Patrick Masson on 2018/09/06 22:00

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2 (((
3 = Background and Status =
4
5 Many of the sponsors approached have asked questions around the value proposition of the OSI and what kind of return they may expect through participation:
6
7 * //vision for OSI... and explain your view on how [a sponsor's] continued investment will be of value to the community, to the industry, and to [the sponsor].//
8 * //for many years they were the "only" entity that many open source projects begged for money from, and as a result, they are historically pretty hard-assed about needing to see ROI. Not to say we don't qualify, but be prepared for tough, directed questioning about the value to [the potential sponsor]."//
9
10 == Current and Potential Sponsors ==
11
12 [[Corporate Sponsor Portfolio & Working Notes>>doc:OSI Operations.Corporate Sponsorships Working Notes]]
13
14 [[Prospects, Leads and Sponsors>>doc:OSI Operations.Development & Fund-raising]] (Legacy, see [[CiviCRM>>https://opensource.org/civicrm/dashboard]] for current contacts)
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18 {{box title="**Contents**"}}{{toc/}}{{/box}}
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21
22
23 == Year in Review / Annual Report ==
24
25 The "Year in Review is a document to be shared with our corporate sponsors to help them understand and appreciate how their participation supports the OSI and the open source community.
26
27 * Update from President & GM
28 * Organizational updates
29 ** infrastructure
30 ** operations
31 * Financial report
32 * Updates on initiatives (Incubator Projects)
33
34 = Corporate Sponsor Scheme =
35
36 The following information is used to generate our presentation and proposal materials for potential corporate sponsors.
37
38 **Presentation versions:**
39
40 * [[(% class="wikiattachmentlink wikiattachmentlink" %) OSI presentation of June, 2014>>attach:2014.06 OSI Corporate Support.pdf]]
41 * [[OSI presentation of February, 2013>>url:http://wiki.opensource.org/xwiki/bin/download/Communities/Corporate+Sponsors+%26+Support+Program/2013.10%20OSI%20Corporate%20Support.pdf]]
42
43 (((
44 = Corporate Sponsor On-Boarding =
45
46 (((
47 1. Initial contact
48 11. Contact information in Civi
49 1. Description and opportunities with OSI sponsorship
50 1. Invoicing (Accountant)
51 1. Payment made
52 1. Response letter
53 11. Thank you
54 11. Logo for website
55 11. Link for website
56 11. Press release
57 111. Info on why sponsoring
58 111. Activities in open source community
59 1. Determine annual giving cycle
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61 )))
62
63 {{box}}
64 {{warning}}
65 The below bullet points are a work in progress and should be used to develop our our presentation and proposal materials for potential corporate sponsors as included above.
66 {{/warning}}
67 == Current Organizational Standing ==
68
69 * California 501(c)3 non-profit
70 * The pragmatic community organization that understands how developers, businesses, governments, and open source interact
71 * Keeper of the Open Source Definition
72 * Certifies open source licenses as complying to that definition
73 * Advocacy, education, and community bridge building
74 * Increased representation across the community through
75 ** Introduction of membership classes to broaden our community and participation
76 *** Individuals: over 400+ members so far
77 *** Affiliates: over 20+ non-profit open source foundations and organizations
78 ** Board term limits
79 *** Individual Membership board seats
80 *** Associate Membership board seats
81
82 == Changes to the OSI Starting in 2011-2012: ==
83
84 * increasing our Corporate support and involvement
85 * increasing our Affiliate support and involvement
86 * increasing our Individual Membership support and involvement\\
87
88 == OSI Goals for Corporate Sponsorship ==
89
90 * Corporate use of, and participation in open source is vital to the overall success of OSS
91 * Provide a open and transparent mechanism to allow corporations to show their support for open source, and the activities of the OSI.
92 * Increase the diversity of stakeholders and viewpoints within the OSI.
93 * Raise funds for the operations of the OSI
94
95 == Value Proposition ==
96
97 * Making open source safe to use:
98 ** maintaining the Open Source Definition
99 ** Approving licenses, and just as importantly,
100 *** rejecting non-compliant licenses
101 *** stopping license proliferation
102 * Educational resources around open source
103 ** The creation, participation in and management of open source projects and communities
104 ** Best practices in the identification and evaluation of open source software and the communities that support it
105 ** Guidelines for updating corporate procurement / acquisition processes related to open source software and service providers
106
107 == Sponsorship Provides ==
108
109 * Refocus OSI on the activities laid out in our mission:
110 ** Educate
111 ** Advocate
112 ** Build bridges (community)
113 ** License certification
114 * Become a more sustainable organization
115 * Hire a (small) professional staff
116
117 == Licensing: Program examples ==
118
119 * Do more to guide developers to choose mainstream licenses to reduce license proliferation
120 * Revamp and professionalize the license certification process
121 * Transparent analysis and reporting of license popularity
122 * Raise awareness of the importance of patent licensing in modern OSS licenses
123
124 == Education: Program examples ==
125
126 * Create the FLOSS Competence Center Network
127 * Jointly define a central body of knowledge related to free, libre, and open source software: http:~/~/flosscc.opensource.org/wiki/floss-body-knowledge
128 * Create the FLOWedu Working Group
129 ** adapt, develop and disseminate modular learning resources to help managers of projects, portfolios, organizations or consortia gain an advanced understanding of strategies, processes and methods to optimize value, to control costs, and to manage risk through effective coordination, resourcing and governance of Free/Libre/Open Works (FLOW) http://wiki.opensource.org/bin/Projects/FreeLibreOpenWorksManagementEducation
130 * International network
131 * Continue OSI's history of involvement and community representation
132 * The OSD and the OSI-approved license list has been referenced by many governments as defining FOSS
133 * Recent examples of successful advocacy on behalf of the FOSS community:
134 ** CPTN: http:~/~/opensource.org/history/CPTN
135 ** UK open standards: http:~/~/opensource.org/node/616
136 ** SOPA: http:~/~/opensource.org/node/599
137
138 == Community: Program Examples ==
139
140 * Engage with civil society umbrella organizations
141 * Collaborate with other FLOSS organizations (FSF, FSFE etc)
142 * Seek membership from all FLOSS communities
143 * Seek membership from all cultures
144 * Seek membership from all continents
145 * Successes: CPTN join submission with FSF; Affiliates from multiple continents
146 * Software Package Data eXcahnge SPDX
147
148 == How to Participate ==
149
150 * Donate funds and/or services to the OSI
151 * Support the organization
152 ** Invite the OSI to participate in corporate sponsored events
153 ** Promote the OSI through corporate communications channels
154 * Can be publicly acknowledged if desired
155
156 == 2014 Initiatives ==
157
158 * Working groups
159 ** Proposal process
160 ** Administrative support
161 ** Promotion and community building
162 ** Micro-funding opportunities
163 * Infrastructure
164 ** Social/Community Platform
165
166 == Sponsorship Levels ==
167
168 * Each Corporate Sponsor will make annual donations to the OSI.
169 (In a future revisions of the Bylaws, these may funds may be referred to as annual dues. But for now, they will be donations.)
170 * The dues will vary by the annual corporate revenue of the total of all affiliated companies. Staggering dues makes it affordable for smaller companies to show their support of the OSI. Our goal is to create a large and diverse corporate membership.
171 * These dues are in United States Dollars.
172
173 (% height="259" width="663" %)
174 |=Annual Corporate Revenues|=Annual Dues
175 |greater than $250 million|$20,000
176 |greater than $100 million but less than or equal to $250 million|$15,000
177 |greater than $50 million but less than or equal to $100 million|$10,000
178 |greater than $10 million but less than or equal to $50 million|$7,500
179 |less than or equal to $10 million|$5,000
180 |less than $1 million and not more than ten employees or contractors on staff|$1,000
181
182 = Services & Support: Value Proposition =
183
184 |=Program|=Activities|=Benefit(s)|=Current Status
185 | Educate, License| Guide developers in choice of mainstream open source licenses to reduce license proliferation| |
186 | Educate, License| Revamp and professionalize the license certification process| |
187 | Educate, License| Transparent analysis and reporting of license popularity| |
188 | Educate, License| Raise awareness of the importance of patent licensing in modern OSS licenses| |
189 | Educate, Community| Continue OSI's history of involvement and community representation| |
190 | Educate, Community| The OSD and the OSI-approved license list has been referenced by many governments as defining FOSS| |
191 | |\\| |
192 {{/box}}

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