Version 23.1 by Patrick Masson on 2018/10/01 20:11

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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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20 {{/container}}
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 wikiattachmentlink 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. [[Corporate Sponsorship Benefits Letter>>doc:Main.Communities.Corporate Sponsors & Support Program.Sponsorship Benefits Letter.WebHome]]
50 1. Invoicing (Accountant)
51 1. Payment made
52 1. [[Corporate Sponsorship Thank you (Acknowledgment) Letter>>doc:CorporateSponsorshipAcknowledgmentLetter]]
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
60
61 (((
62 = Corporate Sponsor Renewals =
63
64 1. [[Corporate Sponsorship Thank you (Acknowledgment) Letter>>url:https://wiki.opensource.org/bin/Main/Communities/Corporate+Sponsors+%26+Support+Program/CorporateSponsorshipAcknowledgmentLetter]]Sent out to all sponsors after contributions have been received.
65 1. [[Annual renewal letter>>url:http://Corporate Sponsorship Renewal Letter]]
66 Sent out to all current sponsors.
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68 )))
69 )))
70
71 {{box}}
72 {{warning}}
73 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.
74 {{/warning}}
75 == Current Organizational Standing ==
76
77 * California 501(c)3 non-profit
78 * The pragmatic community organization that understands how developers, businesses, governments, and open source interact
79 * Keeper of the Open Source Definition
80 * Certifies open source licenses as complying to that definition
81 * Advocacy, education, and community bridge building
82 * Increased representation across the community through
83 ** Introduction of membership classes to broaden our community and participation
84 *** Individuals: over 400+ members so far
85 *** Affiliates: over 20+ non-profit open source foundations and organizations
86 ** Board term limits
87 *** Individual Membership board seats
88 *** Associate Membership board seats
89
90 == Changes to the OSI Starting in 2011-2012: ==
91
92 * increasing our Corporate support and involvement
93 * increasing our Affiliate support and involvement
94 * increasing our Individual Membership support and involvement\\
95
96 == OSI Goals for Corporate Sponsorship ==
97
98 * Corporate use of, and participation in open source is vital to the overall success of OSS
99 * Provide a open and transparent mechanism to allow corporations to show their support for open source, and the activities of the OSI.
100 * Increase the diversity of stakeholders and viewpoints within the OSI.
101 * Raise funds for the operations of the OSI
102
103 == Value Proposition ==
104
105 * Making open source safe to use:
106 ** maintaining the Open Source Definition
107 ** Approving licenses, and just as importantly,
108 *** rejecting non-compliant licenses
109 *** stopping license proliferation
110 * Educational resources around open source
111 ** The creation, participation in and management of open source projects and communities
112 ** Best practices in the identification and evaluation of open source software and the communities that support it
113 ** Guidelines for updating corporate procurement / acquisition processes related to open source software and service providers
114
115 == Sponsorship Provides ==
116
117 * Refocus OSI on the activities laid out in our mission:
118 ** Educate
119 ** Advocate
120 ** Build bridges (community)
121 ** License certification
122 * Become a more sustainable organization
123 * Hire a (small) professional staff
124
125 == Licensing: Program examples ==
126
127 * Do more to guide developers to choose mainstream licenses to reduce license proliferation
128 * Revamp and professionalize the license certification process
129 * Transparent analysis and reporting of license popularity
130 * Raise awareness of the importance of patent licensing in modern OSS licenses
131
132 == Education: Program examples ==
133
134 * Create the FLOSS Competence Center Network
135 * Jointly define a central body of knowledge related to free, libre, and open source software: http:~/~/flosscc.opensource.org/wiki/floss-body-knowledge
136 * Create the FLOWedu Working Group
137 ** 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
138 * International network
139 * Continue OSI's history of involvement and community representation
140 * The OSD and the OSI-approved license list has been referenced by many governments as defining FOSS
141 * Recent examples of successful advocacy on behalf of the FOSS community:
142 ** CPTN: http:~/~/opensource.org/history/CPTN
143 ** UK open standards: http:~/~/opensource.org/node/616
144 ** SOPA: http:~/~/opensource.org/node/599
145
146 == Community: Program Examples ==
147
148 * Engage with civil society umbrella organizations
149 * Collaborate with other FLOSS organizations (FSF, FSFE etc)
150 * Seek membership from all FLOSS communities
151 * Seek membership from all cultures
152 * Seek membership from all continents
153 * Successes: CPTN join submission with FSF; Affiliates from multiple continents
154 * Software Package Data eXcahnge SPDX
155
156 == How to Participate ==
157
158 * Donate funds and/or services to the OSI
159 * Support the organization
160 ** Invite the OSI to participate in corporate sponsored events
161 ** Promote the OSI through corporate communications channels
162 * Can be publicly acknowledged if desired
163
164 == 2014 Initiatives ==
165
166 * Working groups
167 ** Proposal process
168 ** Administrative support
169 ** Promotion and community building
170 ** Micro-funding opportunities
171 * Infrastructure
172 ** Social/Community Platform
173
174 == Sponsorship Levels ==
175
176 * Each Corporate Sponsor will make annual donations to the OSI.
177 (In a future revisions of the Bylaws, these may funds may be referred to as annual dues. But for now, they will be donations.)
178 * 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.
179 * These dues are in United States Dollars.
180
181 (% height="259" width="663" %)
182 |=Annual Corporate Revenues|=Annual Dues
183 |greater than $250 million|$20,000
184 |greater than $100 million but less than or equal to $250 million|$15,000
185 |greater than $50 million but less than or equal to $100 million|$10,000
186 |greater than $10 million but less than or equal to $50 million|$7,500
187 |less than or equal to $10 million|$5,000
188 |less than $1 million and not more than ten employees or contractors on staff|$1,000
189
190 = Services & Support: Value Proposition =
191
192 |=Program|=Activities|=Benefit(s)|=Current Status
193 | Educate, License| Guide developers in choice of mainstream open source licenses to reduce license proliferation| |
194 | Educate, License| Revamp and professionalize the license certification process| |
195 | Educate, License| Transparent analysis and reporting of license popularity| |
196 | Educate, License| Raise awareness of the importance of patent licensing in modern OSS licenses| |
197 | Educate, Community| Continue OSI's history of involvement and community representation| |
198 | Educate, Community| The OSD and the OSI-approved license list has been referenced by many governments as defining FOSS| |
199 | |\\| |
200 {{/box}}

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