Last modified by Patrick Masson on 2019/05/21 22:34

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Patrick Masson 13.1 1 {{container layoutStyle="columns"}}
2 (((
Patrick Masson 1.1 3 = Background and Status =
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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:
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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]."//
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Patrick Masson 11.1 10 == Current and Potential Sponsors ==
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12 [[Corporate Sponsor Portfolio & Working Notes>>doc:OSI Operations.Corporate Sponsorships Working Notes]]
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Patrick Masson 20.1 14 [[Prospects, Leads and Sponsors>>doc:OSI Operations.Development & Fund-raising]] (Legacy, see [[CiviCRM>>https://opensource.org/civicrm/dashboard]] for current contacts)
Patrick Masson 13.1 15 )))
Patrick Masson 11.1 16
Patrick Masson 13.1 17 (((
18 {{box title="**Contents**"}}{{toc/}}{{/box}}
19 )))
20 {{/container}}
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Patrick Masson 14.1 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.
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Patrick Masson 19.1 27 * Update from President & GM
28 * Organizational updates
29 ** infrastructure
30 ** operations
31 * Financial report
32 * Updates on initiatives (Incubator Projects)
Patrick Masson 14.1 33
Patrick Masson 4.2 34 = Corporate Sponsor Scheme =
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Patrick Masson 14.1 36 The following information is used to generate our presentation and proposal materials for potential corporate sponsors.
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Patrick Masson 17.1 38 **Presentation versions:**
Patrick Masson 5.1 39
Patrick Masson 28.1 40 * [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %) OSI presentation of June, 2014>>attach:2014.06 OSI Corporate Support.pdf]]
Patrick Masson 17.1 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]]
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Patrick Masson 19.1 43 (((
44 = Corporate Sponsor On-Boarding =
45
46 (((
47 1. Initial contact
48 11. Contact information in Civi
Patrick Masson 21.1 49 1. [[Corporate Sponsorship Benefits Letter>>doc:Main.Communities.Corporate Sponsors & Support Program.Sponsorship Benefits Letter.WebHome]]
Patrick Masson 19.1 50 1. Invoicing (Accountant)
51 1. Payment made
Patrick Masson 22.1 52 1. [[Corporate Sponsorship Thank you (Acknowledgment) Letter>>doc:CorporateSponsorshipAcknowledgmentLetter]]
Patrick Masson 19.1 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
Patrick Masson 23.1 60
61 (((
62 = Corporate Sponsor Renewals =
63
Patrick Masson 24.1 64 1. [[Corporate Sponsorship Thank you (Acknowledgment) Letter>>url:https://wiki.opensource.org/bin/Main/Communities/Corporate+Sponsors+%26+Support+Program/CorporateSponsorshipAcknowledgmentLetter]]
65 Sent out to all sponsors after contributions have been received.
Patrick Masson 25.1 66 1. [[Annual renewal letter>>doc:Main.Communities.Corporate Sponsors & Support Program.Corporate Sponsorship Renewal Letter.WebHome]]
Patrick Masson 23.1 67 Sent out to all current sponsors.
Patrick Masson 19.1 68 )))
69 )))
Patrick Masson 23.1 70 )))
Patrick Masson 19.1 71
Patrick Masson 14.1 72 {{box}}
73 {{warning}}
Patrick Masson 26.1 74 The below bullet points are a work in progress and should be used to develop our presentation and proposal materials for potential corporate sponsors as included above.
Patrick Masson 14.1 75 {{/warning}}
Patrick Masson 6.2 76 == Current Organizational Standing ==
Patrick Masson 1.1 77
78 * California 501(c)3 non-profit
79 * The pragmatic community organization that understands how developers, businesses, governments, and open source interact
80 * Keeper of the Open Source Definition
81 * Certifies open source licenses as complying to that definition
82 * Advocacy, education, and community bridge building
83 * Increased representation across the community through
84 ** Introduction of membership classes to broaden our community and participation
85 *** Individuals: over 400+ members so far
86 *** Affiliates: over 20+ non-profit open source foundations and organizations
87 ** Board term limits
88 *** Individual Membership board seats
89 *** Associate Membership board seats
90
Patrick Masson 6.2 91 == Changes to the OSI Starting in 2011-2012: ==
Patrick Masson 1.1 92
Patrick Masson 8.1 93 * increasing our Corporate support and involvement
94 * increasing our Affiliate support and involvement
Patrick Masson 10.1 95 * increasing our Individual Membership support and involvement\\
Patrick Masson 1.1 96
Patrick Masson 6.2 97 == OSI Goals for Corporate Sponsorship ==
Patrick Masson 1.1 98
99 * Corporate use of, and participation in open source is vital to the overall success of OSS
100 * Provide a open and transparent mechanism to allow corporations to show their support for open source, and the activities of the OSI.
101 * Increase the diversity of stakeholders and viewpoints within the OSI.
102 * Raise funds for the operations of the OSI
103
Patrick Masson 14.1 104 == Value Proposition ==
Patrick Masson 8.1 105
106 * Making open source safe to use:
107 ** maintaining the Open Source Definition
108 ** Approving licenses, and just as importantly,
109 *** rejecting non-compliant licenses
110 *** stopping license proliferation
111 * Educational resources around open source
112 ** The creation, participation in and management of open source projects and communities
113 ** Best practices in the identification and evaluation of open source software and the communities that support it
114 ** Guidelines for updating corporate procurement / acquisition processes related to open source software and service providers
115
Patrick Masson 6.2 116 == Sponsorship Provides ==
Patrick Masson 1.1 117
118 * Refocus OSI on the activities laid out in our mission:
119 ** Educate
120 ** Advocate
Patrick Masson 6.1 121 ** Build bridges (community)
Patrick Masson 1.1 122 ** License certification
123 * Become a more sustainable organization
124 * Hire a (small) professional staff
125
Patrick Masson 6.2 126 == Licensing: Program examples ==
Patrick Masson 1.1 127
128 * Do more to guide developers to choose mainstream licenses to reduce license proliferation
129 * Revamp and professionalize the license certification process
130 * Transparent analysis and reporting of license popularity
131 * Raise awareness of the importance of patent licensing in modern OSS licenses
132
Patrick Masson 6.2 133 == Education: Program examples ==
Patrick Masson 1.1 134
Patrick Masson 8.1 135 * Create the FLOSS Competence Center Network
136 * Jointly define a central body of knowledge related to free, libre, and open source software: http:~/~/flosscc.opensource.org/wiki/floss-body-knowledge
Patrick Masson 15.1 137 * Create the FLOWedu Working Group
138 ** 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
Patrick Masson 8.1 139 * International network
Patrick Masson 1.1 140 * Continue OSI's history of involvement and community representation
141 * The OSD and the OSI-approved license list has been referenced by many governments as defining FOSS
142 * Recent examples of successful advocacy on behalf of the FOSS community:
143 ** CPTN: http:~/~/opensource.org/history/CPTN
144 ** UK open standards: http:~/~/opensource.org/node/616
145 ** SOPA: http:~/~/opensource.org/node/599
146
Patrick Masson 14.1 147 == Community: Program Examples ==
Patrick Masson 1.1 148
149 * Engage with civil society umbrella organizations
Patrick Masson 6.1 150 * Collaborate with other FLOSS organizations (FSF, FSFE etc)
Patrick Masson 1.1 151 * Seek membership from all FLOSS communities
152 * Seek membership from all cultures
153 * Seek membership from all continents
154 * Successes: CPTN join submission with FSF; Affiliates from multiple continents
Patrick Masson 8.1 155 * Software Package Data eXcahnge SPDX
Patrick Masson 1.1 156
Patrick Masson 6.2 157 == How to Participate ==
Patrick Masson 1.1 158
159 * Donate funds and/or services to the OSI
160 * Support the organization
161 ** Invite the OSI to participate in corporate sponsored events
enyst 7.2 162 ** Promote the OSI through corporate communications channels
Patrick Masson 1.1 163 * Can be publicly acknowledged if desired
164
Patrick Masson 7.1 165 == 2014 Initiatives ==
166
167 * Working groups
168 ** Proposal process
169 ** Administrative support
170 ** Promotion and community building
171 ** Micro-funding opportunities
172 * Infrastructure
173 ** Social/Community Platform
174
Patrick Masson 6.2 175 == Sponsorship Levels ==
Patrick Masson 1.1 176
177 * Each Corporate Sponsor will make annual donations to the OSI.
178 (In a future revisions of the Bylaws, these may funds may be referred to as annual dues. But for now, they will be donations.)
179 * 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.
180 * These dues are in United States Dollars.
181
182 (% height="259" width="663" %)
183 |=Annual Corporate Revenues|=Annual Dues
184 |greater than $250 million|$20,000
185 |greater than $100 million but less than or equal to $250 million|$15,000
186 |greater than $50 million but less than or equal to $100 million|$10,000
187 |greater than $10 million but less than or equal to $50 million|$7,500
188 |less than or equal to $10 million|$5,000
189 |less than $1 million and not more than ten employees or contractors on staff|$1,000
190
191 = Services & Support: Value Proposition =
192
Patrick Masson 6.1 193 |=Program|=Activities|=Benefit(s)|=Current Status
194 | Educate, License| Guide developers in choice of mainstream open source licenses to reduce license proliferation| |
195 | Educate, License| Revamp and professionalize the license certification process| |
196 | Educate, License| Transparent analysis and reporting of license popularity| |
197 | Educate, License| Raise awareness of the importance of patent licensing in modern OSS licenses| |
198 | Educate, Community| Continue OSI's history of involvement and community representation| |
199 | Educate, Community| The OSD and the OSI-approved license list has been referenced by many governments as defining FOSS| |
Patrick Masson 6.2 200 | |\\| |
Patrick Masson 14.1 201 {{/box}}
Patrick Masson 26.1 202
203 = Sponsor Activities =
204
Patrick Masson 27.1 205 == 2018 ==
Patrick Masson 26.1 206
Patrick Masson 27.1 207 === Cumulus ===
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209
210
211 (((
Patrick Masson 28.1 212 : \\
Patrick Masson 27.1 213
214 (((
215 **General Awareness**
216
217 * Develop blog posts for OSI site focusing on how Cumulus' work, culture, activities, etc. benefit the values / principles of open source in line with OSI Mission.
218 ** **//__COMPLETED__//**: https:~/~/opensource.org/node/934
219
220 **Dedicated Promotion of Boot Camps**
221
222 * Membership mailing with link to Boot Camps (w/ trackable URL)
223 ** **//__COMPLETED__//**: https:~/~/opensource.org/civicrm/mailing/report?mid=166&reset=1
224 * Tweets promoting member discounts for Boot Camps.
225 ** __//**COMPLETED**//__: https:~/~/twitter.com/OpenSourceOrg/status/1001536924774027264
226
227 **Cross-promotions**
228
229 * Share list of upcoming events
230 ** __//**COMPLETED**//__
231 * Coordinate opportunities with Apereo
232 ** //**__COMPLETED__**//
233 * Identify relevant contacts across OSI community (members, sponsors, etc.)
234 ** Linux Foundation
235 ** LPI
236 ** opensource.com
237 ** Deciso?
238 )))
239 )))

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