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

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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 wikiattachmentlink 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]]
65 Sent out to all sponsors after contributions have been received.
66 1. [[Annual renewal letter>>doc:Main.Communities.Corporate Sponsors & Support Program.Corporate Sponsorship Renewal Letter.WebHome]]
67 Sent out to all current sponsors.
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69 )))
70 )))
71
72 {{box}}
73 {{warning}}
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.
75 {{/warning}}
76 == Current Organizational Standing ==
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
91 == Changes to the OSI Starting in 2011-2012: ==
92
93 * increasing our Corporate support and involvement
94 * increasing our Affiliate support and involvement
95 * increasing our Individual Membership support and involvement\\
96
97 == OSI Goals for Corporate Sponsorship ==
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
104 == Value Proposition ==
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
116 == Sponsorship Provides ==
117
118 * Refocus OSI on the activities laid out in our mission:
119 ** Educate
120 ** Advocate
121 ** Build bridges (community)
122 ** License certification
123 * Become a more sustainable organization
124 * Hire a (small) professional staff
125
126 == Licensing: Program examples ==
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
133 == Education: Program examples ==
134
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
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
139 * International network
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
147 == Community: Program Examples ==
148
149 * Engage with civil society umbrella organizations
150 * Collaborate with other FLOSS organizations (FSF, FSFE etc)
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
155 * Software Package Data eXcahnge SPDX
156
157 == How to Participate ==
158
159 * Donate funds and/or services to the OSI
160 * Support the organization
161 ** Invite the OSI to participate in corporate sponsored events
162 ** Promote the OSI through corporate communications channels
163 * Can be publicly acknowledged if desired
164
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
175 == Sponsorship Levels ==
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
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| |
200 | |\\| |
201 {{/box}}
202
203 = Sponsor Activities =
204
205 == 2018 ==
206
207 === Cumulus ===
208
209
210
211 (((
212 : \\
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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