Introduction  

Diversity and Inclusion is an acknowledged problem in many OSS communities. Software ecosystems have repeatedly failed diverse populations, falling short of aiding their productivity or encouraging contributions from some populations. Such failures are serious: they marginalize people who “don’t fit”—where “don’t fit” can simply mean being different from the people who are currently in the community software. Of the many forms of diversity for which this problem arises, its connection with gender diversity is well known. This lack of diversity is not only a social concern, but also a business concern---diverse teams are known to have greater potential for productivity and innovation, and open source teams have expressed a desire for more diverse teams (a sentiment expressed multiple times in the responses to the formative AST survey).

ASF is taking a leadership role among open source software foundations on the topic of diversity and inclusion. In 2020, ASF took a bold step to assess the state of diversity and inclusion within its communities. Bitergia executed a community-wide survey and in-depth follow-up interviews that provided great insights and resulted in several recommendations for addressing diversity and inclusion issues.

Survey Design

Project

Manager 

Responsible for: 

• Being the main contact for Bitergia's team
• Helping Bitergia team stay on track with project by removing roadblocks, answering questions, providing information, etc.
• Escalating decisions to V.P. D&I when needed
• Reporting Board reports, including project updates and progress to the V.P. for board reports

Estimate hours per week: 2h3h

Community Liaison

Responsible for: 

• Writing and sending emails to connect Bitergia to the ASF community for input where needed
  e.g. coordinating input in Survey drafts, coordinating survey pilots, etc
• organize information collected in mailing list and pass it to Bitergia condensed in actionable feedback

Estimate hours per week: 3h

Survey Launch Lead

Responsible for: 

• Publish Survey
• Work with Bitergia & V.P. D&I on strategy to increase response rate for survey

Estimate hours per week: 2h

Contributor Experience Research

Interview Coordinator

Responsible for: 

• Help Bitergia find people to interview
• Coordinate interviews with Bitergia
• Collaborate with Bitergia to schedule interviews

Estimate hours per week: 5h

Friction Log Coordinator - who did this? 

Responsible for: 

• Design the process to collect friction logs
• Work with Bitergia & V.P. D&I to launch it
• Ensure friction log proper collection
• Deliver friction logs to Bitergia & V.P. D&I for review & analysis

Estimate hours per week: 3h

Tentative Timeline

Month	Contributor Survey	Improvement
Feb 2021 - Feb 2022	Contract negotiation. Project Start Date: [February 7, 2022]
Feb 2022	Revise Survey Design: Modify “challenges” to make survey shorter and less open-ended	Establish contact with the Apache Beam project and align everyone Scope out improvement plan and complementary research project Draft dashboard with PMC and other project members Deploy dashboard software and train project team on use and administration
Mar 2022	Get consensus with ASF and incorporate feedback into survey design Create a communication plan to promote survey
Apr 2022	Set up survey tool Incorporate feedback from ASF review of survey tool ASF approves use of survey tool	Collect pre-survey data to establish baseline Prototype dashboard and improve it with feedback from PMC Train Apache Beam members on using the dashboard
May 2022	Run and promote the surveys (with the help of ASF)
Jun 2022		Implement improvement in the Apache Beam project; work with community; adjust as needed Document progress of implementation including field notes and archiving interactions Iteratively revise the improvement to better serve the Apache Beam project.
Jul 2022	Scientifically analyze new data and contrast with previous data
Aug 2022
Sep 2022
Oct 2022	Produce final report with D&I trends and updated recommendations, depending on the questions in this year’s survey
Nov 2022		Collect post-survey data
Dec 2022		Scientifically analyze data to understand the improvement and its implications Produce final report withrecommendations for scaling the improvement
Jan 2023	Present insights with ASF in read-out
Feb 2023	Contributor survey completed
Mar 2023		Present insights with ASF in read-out
End contract: March 31, 2023

Description of Deliverables

Completion Date

Milestone 1 - Survey Design

• Include relevant CHAOSS D&I WG metrics and survey questions.
• Feedback collected in a 1-hour session with ASF members. One week before, draft survey submitted to dev@diversity.apache.org.
• ASF pilots the survey with ComDev and incubator for one week.
• Final survey is provided to ASF, ready to begin data collection.

Note: contributions from the ASF community will happen through mailing lists in a period of 72h, and we’ll gather consensus on best times to host the 1h calls. This will be coordinated by the ASF. 

Oct 20, 2019

Milestone 2 - Survey Data Collection

• ASF distributes the survey to its members.
• ASF reminds its members to take the survey to achieve 10% response rate (750 responses) or more.
• Survey is open for four weeks (Oct 21 - Nov 17), including during ApacheCon Europe (Oct 21 - Oct 24).

Nov 18, 2019

Milestone 3 - Initial Survey Analysis

• Survey responses are analyzed.
• Initial results are shared with ASF as a presentation in a 1-hour session. Slides are shared on dev@diversity.apache.org.
• Initial results inform the design of interviews.

Note: All interactions with the ASF will happen through the ASF community members and will follow common engagement rules.

Nov 29, 2019

Milestone 4 - Interview Preparation

• Include relevant CHAOSS D&I WG metrics and interview questions.
• Design questions to elicit reactions to the initial survey results.
• Identify projects of interest in collaboration with ASF.
• Recruit informants from those projects with help from ASF.
• Feedback collected in a 1-hour session with ASF members. One week before, interview questions submitted to dev@diversity.apache.org.

Dec 6, 2019

Milestone 5 - Conduct Interviews

• 20 interviews are conducted.

Dec 20, 2019

Milestone 6 - Analysis of Interviews

• Qualitative analysis of interviews.
• Interview results, together with quantitative analysis results, are shared with ASF as a presentation in a 1-hour session. Slides are shared on dev@diversity.apache.org.

Jan 24, 2019

Milestone 7 - Quantitative Analysis

• Use of Bitergia technology to observe diverse in contribution data.
• Use of relevant CHAOSS metrics.
• Validation of survey and interview findings with evidence from contribution data. 
• Quantitative analysis results, together with interview results, are shared with ASF as a presentation in a 1-hour session. Slides are shared on dev@diversity.apache.org.

Jan 24, 2019

Milestone 8 - Final Report

• Written documentation and discussion of findings from surveys, interviews, and quantitative analysis.
• Structure is oriented around CHAOSS guidelines and best practices.
• Lessons learned and experiences shared with CHAOSS community.
• Final report shared with ASF on dev@diversity.apache.org.

Feb 21, 2019

Assignments: