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[Investigation >](1.Investigation.md) | ||
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--- | ||
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# Exploration | ||
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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. | ||
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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. | ||
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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." | ||
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[< Exploration](0.Exploration.md) | [Incubation >](2.Incubation.md) | ||
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--- | ||
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# Investigation | ||
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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.) | ||
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Further steps in this process could include 1:1 meetings, discussion | ||
at industry conferences, blogging/public discussion, workshops. | ||
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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. |
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[< Investigation](1.Investigation.md) | [Evaluation >](3.Evaluation.md) | ||
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--- | ||
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# Incubation | ||
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Incubation can happen in CGs, BGs, IGs, WGs, and outside of W3C. | ||
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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. | ||
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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. |
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[< Incubation](2.Incubation.md) | [Chartering >](4.Chartering.md) | ||
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--- | ||
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# Evaluation | ||
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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: | ||
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* Will this work help to lead the web to its full potential? | ||
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* 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) | ||
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* 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? | ||
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digging deeper: | ||
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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? | ||
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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 | ||
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Special considerations? | ||
* risk factors | ||
* incentives | ||
* openness, decentralization | ||
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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. |
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[< Evaluation](3.Evaluation.md) | ||
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--- | ||
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# Chartering | ||
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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." | ||
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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.) | ||
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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. | ||
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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. | ||
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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. | ||
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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. |
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