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add the funnel texts to public
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Wendy Seltzer committed Dec 6, 2016
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22 changes: 22 additions & 0 deletions 0.Exploration.md
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[Investigation >](1.Investigation.md)

---

# Exploration

This phase is the most open-ended. Brainstorming, ideas, news
headlines, contacts, etc. can go here to see if they spark ideas from
others or combine with work in progress. *Anyone* in the community can add to this
column by opening a new issue in the repository.
Anyone on the W3C team can volunteer to lead (take on or curate) ideas that have
been added.

When the leader determines that the idea merits more than a few hours of consideration,
and is willing to lead that investigation, he/she should move it to the Investigation
column.

Unassigned items go to the bottom of the column. The Strategy Team will review the
column periodically, at which point unassigned items can: get an assignee, conclude
strategy work with "no further action", or stay put. Items that stay unassigned for
several review periods will move to a "parking lot."

21 changes: 21 additions & 0 deletions 1.Investigation.md
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[< Exploration](0.Exploration.md) | [Incubation >](2.Incubation.md)

---

# Investigation

Once something has a bit of meat and a leader, it can become an entry
in the Investigation column. Issues there should indicate, at a
minimum: brief abstract, what it would do if successful, who would be
interested/supportive (types of people&orgs, not individuals), and
next steps. By moving something here, a Specialist indicates intent to
lead the investigation and report back to the team. (He/she is assigned to the
relevant entry as an “owner” in the strategy funnel.)

Further steps in this process could include 1:1 meetings, discussion
at industry conferences, blogging/public discussion, workshops.

Onward directions include: recommend to incubate (with or without team
involvement), to evaluate for chartering because there is already
sufficient incubation, recommend to liaise elsewhere, write up and put
on hold, or actively recommend against work.
15 changes: 15 additions & 0 deletions 2.Incubation.md
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[< Investigation](1.Investigation.md) | [Evaluation >](3.Evaluation.md)

---

# Incubation

Incubation can happen in CGs, BGs, IGs, WGs, and outside of W3C.

We should track work in this phase, identify how much team support and
guidance to give it, and watch for products that can be useful in
rec-track work, including reports, prototypes, and draft specs.

Not all useful-to-the-Web work is specs or happens at W3C, so if
incubation produces work of different forms that we can help the Web
by facilitating elsewhere, let's figure out how to encourage that too.
47 changes: 47 additions & 0 deletions 3.Evaluation.md
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[< Incubation](2.Incubation.md) | [Chartering >](4.Chartering.md)

---


# Evaluation

A core part of our *Strategic* work is the evaluation of how proposed
work serves the Web. In the "Evaluation" phase at the end of the funnel,
we make the case whether work is ready to proceed to Chartering. At that
point, we need to identify:

* Will this work help to lead the web to its full potential?

* Is the work Rec-track ready?
* [Rec Track Readiness](https://www.w3.org/Guide/standards-track/) (AB)
* [Intent to Migrate](https://wicg.github.io/admin/intent-to-migrate.html) (WICG)

* Do we have the ecosystem of participants needed to make the work successful?
* users, developers, implementers; industry sectors
* from that we can dig into
* who specifically is involved? interested, opposed?
* what tools and frameworks do they use?

digging deeper:

Will it add value?
* something good for web users. what are the alternatives?
* have "horizontal" (a11y, i18n, security, privacy) issues been considered and identified?
* what's its importance/opportunity cost?

Will we be able to make it succeed?
* right participants interested. What does the ecosystem look like?
* implementation likely
* manageably sized problem
* achievable timeline
* minimum viable product

Special considerations?
* risk factors
* incentives
* openness, decentralization

Once we're past the transitional phase, We should plan evaluation
reports that compile our review of the area and recommend for/against
chartering work at this time. This report will help us to tell the story
to our members and prospects when we move to chartering and beyond.
46 changes: 46 additions & 0 deletions 4.Chartering.md
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[< Evaluation](3.Evaluation.md)

---

# Chartering

The Process [https://www.w3.org/2015/Process-20150901/#CharterReview](5.2.3) requires us to seek AC review of at least four weeks
for "every new or substantively modified Working Group or Interest Group
charter."

Chartering: We get to this stage when we have a pretty solid idea that
there's standardization work to be done in an area, what that work looks
like, and likely support from the stakeholders necessary for it to
succeed. (We will have developed that at the previous, Evaluation stage.)

One member of the Strategy team will act as Charter Shepherd. The
Shepherd manages the development of the charter draft, including
securing horizontal reviews of the charter, identifying and speaking
with proposed chairs, and suggesting skills and time needed for team
contact. He/she should also have a sense of the ecosystem support and probe
for likely objections based on the advance notice. Our goal threshold is
still to have 5% of the membership support a charter proposal, with no
un-addressed objections, before we begin work. When we have a charter in
this shape, we'll bring it to W3M for review.

The Shepherd may solicit the help of another team member, for example
to contribute the editorial work; this is typically case when the Shepherd
is not expected to be the staff contact (and
the proposed staff contact should then be involved in the chartering from the start).
In other cases the Shepherd plays both the strategy and the editorial
roles for the new charter, e.g., when the he/she is expected to be the
proposed staff contact as well.

Upon W3M approval (after responding to any questions raised there), the
charter Shepherd works with Comm to post the proposed charter and
prepare the AC notice and review form (WBS). You should monitor the WBS
as the review period progresses to make sure that expected supporters
are reviewing and to respond early to suggestions and Formal Objections.

When the review period closes, we'll prepare a disposition of comments
and determine whether we need to make any changes to address suggestions
or Objections. We'll bring this disposition to W3M, including a
recommendation whether any updates require a formal re-review or an
email to those who participated in the review. When W3M approves, the
Shepherd works with Comm to announce the chartering and then we hand the
package to Project Management.
4 changes: 4 additions & 0 deletions funnel.svg
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