Governance

According to the Business Dictionary, governance is defined as:

Establishment of policies, and continuous monitoring of their proper implementation, by the members of the governing body of an organization. It includes the mechanisms required to balance the powers of the members (with the associated accountability), and their primary duty of enhancing the prosperity and viability of the organization

In open source, governance is described in the "governance model" document, defined by as:

A governance model describes the roles that project participants can take on and the process for decision making within the project. In addition, it describes the ground rules for participation in the project and the processes for communicating and sharing within the project team and community

Usually the governance model is a written document containing:

  • project goals

  • work, management and collaboration infrastructures definition

  • people roles and responsibilities definitions

  • community support mechanisms

  • decision making process policies description

  • contribution process policies description

  • monitoring policies and mechanisms description

Governance standards/models

There are some initiatives describing what good corporate open source governance means. The most mature one is the Good Governance Initiative (GGI) by the OSPO Alliance, which has already released the first version (v1) of its framework.

Coming versions of this framework are expected to consider InnerSource as a corporate practice managed by the Open Source Program Office (OSPO).

In the shared spirit of reusing materials, we'll avoid overlapping and focus here on a pure InnerSource case where no formal corporate management of open source exists yet.

The GGI proposes 5 goals to structure 5 governance activities for each of them.

All GGI goals for open source governance apply with minor tweaks to our pure InnerSource case:

  • Goal 1: Foster usage of InnerSource software

  • Goal 2: Build trust around InnerSource

  • Goal 3: Spread the (InnerSource) culture

  • Goal 4: Engage with the (InnerSource) community

  • Goal 5: Make InnerSource Strategic for the organization

There will be differences in the context that will cause an adaptation.

Foster usage of InnerSource software

There are at least three reasons for fostering the usage of InnerSource-developed software:

  • It might suffer from the same kind of distrust open source has.

  • Usage is the base: don't expect contributions without users.

  • The borders applying to InnerSource limit the audience, so this can become challenging for small or varied corporations.

Activities

InnerSource will have a greater need for software inventories due to the findability problem.

InnerSource practices are mostly the same as open source ones, so the skillset is basically the same, with some specifics:

  • In our focused case, familiarity with usual open source products is not needed.

  • InnerSource usually deploys to a single instance. Then, the needed scope for deployment training might be narrowed down.

  • Motivation: InnerSource is less exciting than open source, and the pool of possible contributors is smaller. Motivation is more challenging and needs more effort and skill.

InnerSource-specific topics will need attention:

  • Transfer pricing doesn't apply to open source but tends to be a barrier for corporations operating in different fiscal jurisdictions.

  • Heavily outsourced development scenarios might require focusing competency growth on product owners, if there are scant developers inhouse.

InnerSource supervision ought to focus on different questions:

  • Purpose: controlling the redundant developments and ensuring InnerSource software is proactively managed.

  • Push/promote integrating InnerSource components and contributing upstream.

  • Identify where InnerSource are de-facto or critical solutions and assess suitability (avoid InnerSource monoliths).

There's usually no need to curate enterprise-grade InnerSource software or to manage open source software development skills and resources (GGI activities 1.4 and 1.5).

In exchange, software and documentation findability are challenging because public search engines usually don't work inside corporate borders.

Build trust around InnerSource

Building trust means dealing with fears, uncertainty, and doubts (FUD). The usual sources for FUD are:

  • Legal context, because most participants usually are unaware of the relevant details.

  • Security, mainly due to the not-invented here (NIH) syndrome. In fact having the source code available ought to help building trust by enabling auditability, and shifting some testing from back-box to white-box.

  • Internal context, specifically in organizations where the InnerSource initiative sponsorship is limited.

Activities

InnerSource has its specific legal challenges:

  • InnerSource license. This might change in the future, but for the moment, in contrast to open source, there are no public InnerSource licenses for reference.

  • Transfer pricing, for corporations operating in several fiscal jurisdictions.

  • Export control. The same is needed for any kind of software licensing schema. But InnerSource has better options for control than open source since it's privative software and all of its development happens in-house.

Managing vulnerabilities is slightly better under InnerSource, and way worse than in open source: There are dependencies on privative software and services (usually avoided in open source but quite usual in InnerSource).

Dependency management needs to take care of both:

  • Internal InnerSource dependencies

  • Dependencies on privative software and services (usually avoided in open source but usual in InnerSource).

The internal context is a source of concerns. The specific set of concerns depends very much on each organization and vary a lot, but the individual concerns are usually shared with other organizations. For that reason, the InnerSource Commons collects , so solutions can be reused, either as they are or as inspiration for a local variant.

Metrics tend to help provide trust.

But the corporate motivation for embracing InnerSource might be different (silo breakage, etc) and independent of approaching open source. These local differences totally affect the metrics architecture. See the pattern published by InnerSource Commons.

Spread the (InnerSource) culture

The InnerSource culture is the same as the open source one. It collects a set of best practices that can be roughly summarized as:

  • contributing upstream and

  • taking the human nature of participants into account.

Activities

The activities for spreading the InnerSource culture are basically the same as with open source as well, so the GGI standard applies as-is, with the usual local adaptations.

Usually, going InnerSource is an intermediate step for corporations with open-source unfriendly culture to approach open source. In such cases spreading the culture will pose a serious challenge but less than going full open source.

Cases of organizations targeting pure InnerSource can be legit or not. Some organizations want to get the benefits of InnerSource by adopting cherry-picked open source procedures and lore, but without actually practicing InnerSource. Step away from such cases, as this most likely won't work! Legit pure InnerSource embraces its culture as a fundamental piece of the framework.

Foster engagement with the (InnerSource) community

Under open source, a sense of belonging to any local community smoothly transitions into the global community. The feeling crosses formal boundaries the same way the software does.

In InnerSource there's also a global . (In fact, it is an open source one, but that's another tale to be told on other occasions).

But in contrast to open source, while the global InnerSource community shares information and resources, they do not share their InnerSource production. The presence of boundaries for the InnerSource production becomes thus very present and remarks the separation between the local community and the global one.

Activities

As part of the open source spirit in which InnerSource roots, organizations are encouraged to engage with special interest groups (SIG) beyond their borders, and in particular with the global InnerSource community.

Publicly asserting one's InnerSource practice and showcasing related experiences may make sense or not that much depending on the context of the corporation. Goals that benefit from such external engagement include:

  • Plans to go open source in the future,

  • InnerSource as hiring motivator

Engagement with the internal community is a fundamental part of InnerSource. But as users of software of other teams, it is in self-interest to secure long-term support or knowledge transfer from upstream. The code-consumers is related to this.

Usually, there's scant or no need for internal InnerSource purchase , but if needed, it is a natural task for the InnerSource Program Office (ISPO).

Make InnerSource strategic for the organization

Most times, InnerSource is a corporate cultural transformation. Such changes need time to overcome previous inertia and even longer to stabilize and become mainstream.

Some bottom-up InnerSource initiatives die or languish after an initial unsuccessful push or because other priorities drain the attention before the cultural shift stabilizes.

Making InnerSource strategic for the organization is the way to ensure its provided value is perceived as such.

Activities

Ensure you design your InnerSource initiative and its implementation to feature important long-term corporate goals like innovation, digital sovereignty, and digital transformation. Think of your organization and its context and find other goals InnerSource may contribute towards. Then communicate it and get as much air cover from your executives as you can.

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