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Add base sections for contributing-to-a-project.md and starting-a-project.md
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## Identifying Need | ||
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#### In a nutshell | ||
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The first and foremost thing to do when joining a project is to figure out what needs to be done | ||
for the project at the present time. Identifying what tasks need to be accomplished is the best | ||
way to identify how to have an immediate and helpful impact on a project as a contributor. | ||
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#### Reviewing onboarding material | ||
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When coming on to a new project, the best place to start is by reviewing any onboarding material. | ||
Commond places to find onboarding material for a project include: | ||
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- README.md | ||
- CONTRIBUTING.md | ||
- Project wiki | ||
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These locations often include information on how to get up and running with a development environment, | ||
common workflow practices, locations of issue trackers, wikis, documentation, etc, and other information | ||
which may be necessary in order to make contributions to the project. | ||
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#### Talking to active project members | ||
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Ideally, a project should have up-to-date and readily available onboarding materials for a new contributor | ||
to review. Unfortunately though, not all projects have this information documented and published. In cases | ||
such as these, it's best to reach out to current contributors to the project. Even when this documentation | ||
does exist, it may be necessary to reach out to active contributors to ask clarifying questions, | ||
correct outdated information, or just to say hello so they know who they are working with! | ||
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## Communicating activity | ||
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#### In a nutshell | ||
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Being a good contributor means not leaving project teammates guessing. It is important that all team members | ||
understand what each other team member is actively doing (or not doing) so that team members can avoid stepping | ||
on each other's toes, while still ensuring everything that needs to be done is done. | ||
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#### What your are working on | ||
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Being a good contributor means letting the team know when starting work on a new task. There are never too many channels | ||
to keeping teammates in the loop! If the task is in the issue tracker being used by the team (which it definitely should be), | ||
always self-assign the task when working on it, and even inform the team via the regular communication channel, whether that | ||
be a chat channel or an email thread. Keeping the team aware of what tasks are being worked on not only helps the team avoid | ||
duplicating efforts, but also encourages the team to see tasks being worked on. | ||
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#### What you are no longer working on | ||
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Being a good contributor means letting the team know when work on a task has stopped or stalled. Sometimes things come up; | ||
a task can be blocked by another task, a teammate may no longer have time to work on a task, or may be simply burned out from | ||
working on a task they don't like. Under these circumstances, a contributor should always let their teammates know that the | ||
task is no longer being worked on, so that everyone is aware that it will need to be picked up and worked on by someone else. | ||
If the task is being tracked in the project issue tracker (which it definitely should be) always make sure to unassign the task | ||
so that no teammate believes it is still being worked on. | ||
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#### When you've done a thing | ||
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A lot of (personal) time gets invested in contributing to an open source project. Be proud of every little thing that gets | ||
accomplished! Whenever a task is accomplished or something is done for the project, let the team know via the regular communication | ||
channels (e.g., chat or email chain). Letting teammates know about accomplishments not only keeps them in the loop about what does | ||
or does not remain to be done, but helps encourage them by showing that the project is making progress! This may be one of the most | ||
underrated aspects of being a helpful contributor. If the task is being tracked in the project issue tracker (...you get the idea), | ||
always make sure to mark it as completed to keep the view of the project status current. | ||
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#### Your hopes and dreams! | ||
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Investing time in helping to make a project happen means that you are part of that project! As a part of that project, you shouldn't | ||
be shy about speaking up about your vision for its future and its mission. It's important to also remember that your vision isn't the | ||
only one, but contributing your opinions is important in order to continue feeling invested in the project and its mission. | ||
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## Being a good citizen as a technical contributor | ||
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As a technical contributor, it is important to abide by the contribution guidelines of the project. There are some general guidelines | ||
as well which will improve the quality of contributions to any project, and make the contributions more easily digestible by teammates. | ||
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#### Atomic commits and PRs | ||
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Every commit should have a specific focus and scope, and should not include work being done outside of that scope. This idea of ensuring | ||
that each commit remains small with all changes within the commit being related to one another can be more concisely referred to as | ||
and "atomic commit". Constructing commits this way makes them easier to review for teammates and makes them simpler to perform git | ||
operations on. | ||
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#### Documentation | ||
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New code should always be documented! This is a general coding best practice, but comes into particular focus when working on open source | ||
projects where new contibutors may frequently come and go. Contributing well documented code makes it simple for new contributors to quickly | ||
and easily understand work which has been previously done. Also, it makes it easy for current contributors to remember how things work | ||
when they come back to them months later! | ||
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#### Collaborative brainstorming | ||
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When trying to solve problems, it's always a good idea to brainstorm with teammates and backboard ideas off of them. Not only does this | ||
give the whole team a sense of ownership over each problem which has been solved in the course of working on the project, but also helps | ||
teammates understand a solution before it is even implemented. This will also make reveiwing contributions easier for teammates, and makes | ||
it more likely that teammates will find the solution agreeable when it is time for them to review it. | ||
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## Becoming a non-technical contributor | ||
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#### In a nutshell | ||
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Writing the code is one small part of gaining success as an open source project. Most of the work done on a project is actually non-technical. | ||
This section includes some examples of non-technical work which every project needs done in order to succeed. | ||
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#### Managing task definition, assignment, and progress | ||
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I.e.,, project management. A successful project will have a good road map, and a good road map will consist of tasks. Every project needs | ||
someone who can help make sure tasks are getting the attention they need, make sure it is known by everyone who is working on a given task, | ||
and check in with teammates on how tasks are progressing to ensure the status of a task in the issue tracker reflects reality. | ||
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#### Managing project needs/resources | ||
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Another project management need, every project needs someone who can help make sure that there is enough expertise and help on the team | ||
to accomplish the tasks which need to be accomplished by the deadline which they need to be completed by. | ||
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#### Facilitating discussion | ||
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Sometimes getting the conversation is the hardest part of collaborating. Every project needs someone who is willing to jump in head first | ||
and kick start a discussion between collaborators when they seem all to willing to remain quiet. | ||
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#### Maintaining focus on the mission | ||
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Technically minded contributors can often times become distracted by minutiae, such as what software library to use to solve a specific problem | ||
or whether the code base should be written out using tabs or spaces. It is extremely helpful for every project to have someone who can interject | ||
when these nitpicky conversations go on too long or dominate the discourse too much to remind the team of the end goal of the project, and remind | ||
them that the success or failure or the project's mission almost certainly does not rely on the outcome of these debates. | ||
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#### Evangilism | ||
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A project is only as helpful as the number of people it can reach. Every successful project needs contributors who can help spread the word about | ||
the project, and can help get it into the hands of the people who will find it the most useful. | ||
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#### Opening up feedback channels for users | ||
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Just as a project is only as good ad the number of people it can reach, it is also only as good as the ability of its users to wield it. Every | ||
successful project needs people who are reaching out to and talking to users to determine how helpful or useful the project is in its current | ||
state, and gathering feedback on how it could be more useful or helpful. |
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## Roadmapping | ||
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#### In a nutshell | ||
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Roadmapping is the process of establishing one or more concrete, achievable goals and | ||
laying out each of the tasks which must be completed in order to accomplish each goal. | ||
To have a useful roadmap, it is important that these goals and the tasks which need to | ||
be done to accomplish them are explicitly documented, and easily accessed by all members of the team. | ||
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It is important that the tasks which compose a goal in a roadmap be tracked; It should be | ||
known at all times whether or not a task is completed, if it's actively being worked on, | ||
and who is working on it if it is. | ||
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Examples of good roadmap goals: | ||
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- Implement a MVP | ||
- Implement all API endpoints | ||
- Complete 5 user tests | ||
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Roadmap goals to avoid: | ||
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- Complete the project | ||
- Find users for user testing | ||
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#### Why Bother | ||
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Like any other activity which demands time and effort from the team members of a project, it is important | ||
to understand the value prospect of roadmapping. This section describes some of the important and tangible benefits of roadmapping a project. | ||
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###### Make work distributable | ||
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When a goal is broken down into a step-by-step process which is accessible to the entire team, | ||
then each team member can take on a step, allowing multiple steps to be worked on by different | ||
people at the same time. | ||
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###### Make onboarding simpler | ||
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When the current project goal and the tasks is consists of are documented, it becomes simpler to | ||
take on new contributors. New contributors can simply be pointed to the location in which all of | ||
this information is documented, and select a task to begin working on. This simplicity lowers | ||
the barrier of entry for people to get involved with a new project. | ||
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###### Make project progress trackable/measurable | ||
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Documenting the tasks which need to be accomplished to fulfill the current project goal is the | ||
first step toward having a process for documenting the in-progress and completion status of each | ||
such task as well. This allows for a concrete measurement of progress toward a goal; how many tasks | ||
are done vs how many are not can help quantify how close the team is to accomplishing the overall goal. | ||
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###### Make collaboration easier | ||
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When individual tasks are being tracked as part of a roadmap, this makes it easier for teammates to | ||
collaborate. Teammates can avoid duplicating effort by knowing who is working on what, and have a shared | ||
understanding of what needs to be worked on next. | ||
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## Onboarding | ||
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#### In a nutshell | ||
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Onboarding is the process of taking a potential new contributor from the point of knowing nothing about | ||
your project up to the point of making impactful contributions. As an open source project to which people | ||
donate their time, it is important to set reasonable expectations around contributors; many will come and | ||
go over the lifetime of a project. Because of this reality, it is important to keep the barrier of entry | ||
to new contributors as low as possible. | ||
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#### Doing it successfully | ||
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###### Simple introspection into current project status and tasks | ||
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It is important that a new contributor can easily view the current project status, and determine from | ||
the current status of the project which tasks need to be done but are not currently being worked on. | ||
This provides a direct path for a new contributor to know how to become immediately helpful to a project. | ||
This is a need which can be met by establishing and maintaining a project roadmap, with tracked tasks. | ||
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###### Clear, concise, up-to-date instructions on getting started with development (on all platforms!) | ||
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All projects should provide instructions on how developers can setup their local machines to start | ||
working on the project. It is important that instructions exist **for every major platform** (Windows, OS X, Linux); | ||
every individual has their own preferences, and excluding platforms which your current team does not | ||
prefer alienates potential contributors. This should be done on a best effort basis; if no one | ||
on the team has access to a Windows license or to a Mac Book in order to provide instructions, then | ||
it simply cannot be done. | ||
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What's perhaps most important about this point is that projects should avoid incorportating platform | ||
specific workflows into the development process (e.g., requiring batch scripts or AppleScript as part | ||
of the development process). | ||
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###### Documented code base | ||
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The code base should have comments on all methods and functions, and before any sequences of difficult | ||
to read or unusual code. This is a general coding best practice, but is highlighted in this context | ||
because of its impact on the ability of a new contributor to quickly become familiar with the current | ||
code base (and therefore more quickly make meaningful contributions) | ||
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###### Human contact! | ||
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Always be available to potential new contributors to ask questions, or even proactively reach out to | ||
them to try to help them find tasks to work on! The best documentation in the world is still no | ||
substitute for old fashioned human contact and communication. Contributors usually join projects | ||
to feel like they're working with a group of people to accomplish something. | ||
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## Keeping up momentum | ||
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#### In a nutshell | ||
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Keeping a project moving forward is important; having a sense of progress keeps team members invested | ||
and gives the project the best chance of actually launching. This section covers some tips on helping | ||
to continuously foster a sense of progress in a project. | ||
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#### Regular check-ins | ||
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Have team members regularly report the current status of tasks they are working on. Not only does this | ||
help each team member motivate themselves to have progress to show, but it also gives the team insight | ||
into when a team member may need help with a task, or no longer has time to continue working on a task. | ||
This transparency also helps ensure that task and project statuses remained up to date, and reflect the | ||
actual state of the project. In addition to helping foster a sense of ongoing progress, this helps with | ||
things like new contributor onboarding and roadmap tracking as well. | ||
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#### Goals and Deadlines | ||
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When establishing roadmaps, set target dates for each step in the roadmap. Constraining goals to | ||
be accomplished by a certain deadline helps set a pace for progress on the project, and can provide | ||
that sense that the project is continuing to move stadily forwad. |