Well when I started as VP Fundraising, there was little committee functions
per se so I recruited people to it, created the private mailing list,
continued & expanded meetings with Virtual to include more people, created
annual goals, created sponsor tracking spreadsheets, created agendas /
minutes for committee meetings, setup a standing meeting and used g suite
to draft my reports.

All my reports: board, quarterly and yearly, I drafted in g suite in
advance so review, comments and additions were encouraged before they were
submitted.

I also put proposals on drive for creation as well for collaboration.

I did the reports as running reports so one file with a the reports, new
newest on top.

I used a public team drive and a private team drive as there is a lot more
for fundraising that requires privacy than most any place at the foundation.

And any reports submitted would be ccd to a list.

There had been complaints before that fundraising lacked transparency and I
think this laid a good foundation.

IMO Gris just needs a few months to go through the motions because she's
not familiar with Apache processes.

Fundraising uses a lot of g suite tooling which I think was the right tool
chosen by the people doing the work.  Gris right now is exploring our tools
available be it Jira or confluence or G suite or o365.  I am happy to
advise her on what is best and how things work to the best of my
capabilities.

HTH, KAM

On Mon, Jun 10, 2019, 17:15 Sam Ruby <[email protected]> wrote:

> Kevin, when you were VP Fundraising, what process did you follow?
>
> On Mon, Jun 10, 2019, 5:01 PM Kevin A. McGrail <[email protected]>
> wrote:
>
> > Thanks for helping guide Gris.  She's just learning about how things
> > work at the ASF.
> >
> > On 6/10/2019 4:48 PM, Naomi Slater wrote:
> > > hey folks,
> > >
> > > two things that have happened in the past couple of days that concern
> me
> > >
> > > the first is that a board report was prepared and sent to the board by
> > the
> > > Chair without any input from the committee. (Gris acknowledged this a
> > > separate follow-up email she sent to dev@diversity)
> > >
> > > SIDE NOTE: I am subscribed to board@ but I didn't receive the original
> > copy
> > > of the board report. so I am wondering which list it was sent to.
> > perhaps I
> > > have a misconfigured email client?
> > >
> > > ANOTHER SIDE NOTE: it is generally a good idea to copy dev@ when
> sending
> > > the report to board@. that way, there is no need to send an additional
> > > followup notification to dev@diversity
> > >
> > > my second concern is that I learned about a proposed D&I budget request
> > > only because Jim copied in the private@diversity list on a thread that
> > > seems to have been started on opperations@ (to which I am not
> > subscribed)
> > >
> > > we had a brainstorming thread about our budget request last month, but
> to
> > > the best of my knowledge, there has been no chance for the committee to
> > > work on the actual proposal that was sent. I have seen no emails about
> > it,
> > > no draft text, no requests for review, etc
> > >
> > > as far PMCs are concerned, Chairs (who also serve as the VP of the
> > > respective project) are not "project leaders". they function as an
> > elected
> > > representative of the committee to the board and are responsible for
> > > foundation-level admin but they do not hold any special decision-making
> > > power above-and-beyond a regular committee member
> > >
> > > cf. https://couchdb.apache.org/bylaws.html#chair
> > >
> > > we are not a PMC, though. so I am not sure how things are meant to
> > operate
> > > with this committee. (this is one of the reasons I suggested that we
> > draft
> > > some bylaws that would clarify this sort of thing)
> > >
> > > I think that we should operate the way that a standard PMC does. that
> is,
> > > decisions are made on-list, *by the committee*, and the Chair (i.e., VP
> > > D&I) has the primary function of interfacing with the board
> > >
> > > apologies, Gris, if we're on the same page and these were both just
> > > procedural oversights!! most new committees have teething troubles and
> > > there's no reason we should be any different. but I figure this is an
> > > important issue and one we should get clarity on as early as possible
> > >
> >
> > --
> > Kevin A. McGrail
> > Member, Apache Software Foundation
> > Chair Emeritus Apache SpamAssassin Project
> > https://www.linkedin.com/in/kmcgrail - 703.798.0171
> >
> >
>

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