[Marketing] Kickoff Meeting Tomorrow with Get Interactive

Jody Garnett jody.garnett at gmail.com
Wed Apr 5 08:40:52 PDT 2017


Here are the meeting notes, collecting action items at the top:


   - all: weekly meeting has been setup, remaining communication on this
   email list
   - Harrison: Set up meeting with Harrision Grundy (SAC) to discuss
   production environment and LDAP for the website
   - Jeffrey: Write “project start” blog post / email to osgeo community
   - We need for recruit a local chapter rep for marketing committee
   - We need to recruit a geoforall member for marketing committee

-------

When: April 5th, 2016

Attending:

   -

   Jeffrey Johnson, Jody, Jefrey Lasut, Patrick, Pim
   -

   Regrets: Marc Vloemans


Agenda: (from email) the basic agenda will be as follows:

   -

   Introductions (Get and OSGeo folks)
   -

   Review initial project Roadmap and key milestones
   -

   Discuss overall project Goals and KPI
   -

   Assess the timeline and revise based
   -

   Evaluate Risks to the project milestones and timeline
   -

   Time permitting we should also discuss the following
   -

      Priorities for specific stakeholders
      -

      Target User Audience
      -

      Overall Aesthetics we are trying to achieve
      -

      Key Content that we want to use to drive the design


Jeff, Marc, Pim or Jody, please let us know if there are additional

issues we should discuss:


   -

   Q: Concerned about meeting time?
   -

      dumping content into this document so we do not have to look it up
      during the meeting
      -

      Can I recommend separate kick-off for the two tracks?
      -

   Q: Can we establish communication expectations (meetings, email,
   hangouts)
   -

      A: Prefer weekly meeting with Jeffrey
      -

         Recruit others to attend meeting as needed
         (Wish to be kind to our members volunteer time)
         -

      A: Community has a strong preference for transparency
      -

         sending email to marketing committee mailing list
         -

         taking notes in meetings like this


Actions:

   -

   all: weekly meeting has been setup, remaining communication on this
   email list
   -

   Harrison: Set up meeting with Harrision Grundy (SAC) to discuss
   production environment and LDAP for the website
   -

   Jeffrey: Write “project start” blog post / email to osgeo community



Introductions

Get Interactive:

   -

   Jeffrey Lasut - Senior project coordinator, architect, developer, small
   company so everyone is on board
   -

   Pim Tebbens - Creative Director, creative process, works with designer,
   branding, interaction/wireframe
   -

   Patrick Kepel - Project manager,, schedule, deadlines, will write these
   google docs for us :)
   -

   Ching Knikkink - Chen - Sr. Designer
   -

   Marcel de Ruiter - Developer
   -

   Marvin Binneneveld - Developer
   -

   Sebastiaan van de Haak - Developer
   -

   Jai Nunda - Frontend developer


Get Interactive Introduction video: https://vimeo.com/210946928

OSGeo: http://www.osgeo.org/marketing/index.html

   -

   Marc Vloemans - Committee Chair, happy birthday Marc!
   -

   Jody Garnett - looking out for projects and sponsors in this initiative,
   PST
   -

   Jeff Johnson - Initiative Lead, looking out for the “outreach” goals, PST
   -

   Nicolas Bozon - responsible for brand guide provided during EOI
   -

   Astrid Emde - great at communication, runs our twitter, focused on
   marketing collateral for events (component 3)
   -

   Harrison Grundy - from the “system admin committee” responsible for
   running website once delivered. Can hand any technical questions.
   -

   Guido Stein - working on events, organizing “foss4g” this year
   -

   Other members of the Committee
   -

      Cameron Shorter - great at writing and communication, great resource
      for branding questions. Works from Australia so email preferred
      communication.
      -

      Peter Batty
      -

      Arnulf Christl
      -

      Alex Mandel (SAC)

Initial project Roadmap and key milestones

>From proposal/contract:


   1.

   Component 1 - Branding and Online Style Guide
   2.

   Component 2 - Online platform development, content and maintenance
   3.

   Component 3 - Print Marketing Collateral Creation
   4.

   On-site workshop august 14-19th, 2017 - Boston MA (Massachusetts)


Branding & print process:

   1.

   Kickoff
   2.

   Strategy and concept
   1.

      Research
      2.

      Strategy - sign off
      3.

      Concept - sign off
      3.

   Design
   1.

      Brand identity - sign off
      2.

      Style Guide: Component 1 - sign off
      3.

      Deliverable: Component 3 - sign off


Web development:

   1.

   Kickoff
   2.

   User experience design
   1.

      Research
      2.

      Sitemap finalization - sign off
      3.

      Interaction Design (wireframes) - sign off
      4.

      Visual Design - sign off
      3.

   Development
   1.

      Front-end development
      2.

      Configuration
      3.

      Back-end development
      4.

      Bug fixing & testing - final sign off
      4.

   Website launch: Component 2

Discuss overall project Goals and KPI

TBD (what is kpi? Key performance indicators).


   -

   How to measure success
   -

      Goals for bringing new users into the system
      -

      Goals for projects
      -

         Outreach - help guide users to appropriate project
         -

         See geonode and qgis for good examples of communication
         -

      Goals for geoforall
      -

         Action: we need to recruit a geoforall member for marketing
         committee
         -

         key success story
         -

      Goals for local chapters
      -

         Dutch chapter - note the great local branding
         -

         Action: we need for recruit a local chapter rep for marketing
         committee
         -

      Foss4G input?
      -

         Action: Ask guido to help?
         -

      Service providers and sponsors
      -

         Sponsors: Jody
         -

         Service providers: Jeff Johnson
         -

            http://www.qgis.org/en/site/forusers/commercial_support.html
            -

            http://geoserver.org/support/
            -

            See EOI for more details
            -

   Revisit as we get to each “sign-off”


Assess the timeline and revise

Q: EOI and contract took longer than planned - do we need to adjust?

Here is the timeline from the osgeo EOI (pdf
<http://www.osgeo.org/sites/osgeo.org/files/Page/OSGeoBrandingMarketingWebsiteEOI.pdf>)
along with the note that the dates would be finalized during this “kick
off” meeting.

Here is the revised timeline:

   -

   April 5th - milestone 1: Project kick-off
   -

   April 12th: Presentation information architecture (sitemaps)
   -

   April 19th: Presentation wireframes
   -

   April 26th: Presentation initial branding (Concept brand identity and
   concept strategy)
   -

   April 28th - milestone 2: Delivery of wireframes, information
   architecture, initial branding
   -

   May 3rd: Presentation detailed branding (brand identity and strategy)
   -

   May 10th: Presentation visual design website homepage (mockup homepage)
   -

   May 17th: Presentation visual design website pages (mockup other pages)
   -

   May 24th: Presentation visual design website pages (mockup other pages)
   -

   May 26th - milestone 3: Delivery of mockup homepage and content, and
   detailed branding
   -

   June 7th - milestone 4: Feedback from OSGeo team on Mock ups,
   Information Architecture and Branding
   -

   June 14th - milestone 5: Finalization of Branding and visual design
   -

   July 5th - milestone 6: Delivery of the homepage and content/collection
   templates and CMS theme (Development/Testing environment)
   -

   July 10th - milestone 7: Initial Migration of the platform content
   complete
   -

   July 14th - milestone 8: Website to acceptance environment (By OSGeo
   supported by Get Interactive)
   -

   July 17th - milestone 9: Knowledge transfer, training of OSGeo
   stakeholders
   -

   July 24th - milestone 10: Acceptance testing of the website and feedback
   from initial users
   -

   August 1st - milestone 11: Site Launch (Website to production
   environment by OSGeo supported by Get Interactive)
   -

   August 14-19th - milestone 12: FOSS4G Boston - facilitate content
   management workshop gather feedback from participants and user interviews,
   surveys etc
   -

   By August 31st - milestone 13: Delivery of final report summarizing site
   test and feedback results and lessons learned with recommendations


Evaluate Risks to the milestones and timeline

Risks:

   -

   Acceptance of production environments
   -

      Setup LDAP for the website
      -

      Action: Set-up meeting with Harrison Grundy (SAC) to discuss
      production environment and LDAP for the website
      -

   Way too much feedback from foss4g-e and foss4g :)


Clarifications:

   -

   What time is foss4g workshop scheduled for?
   -

      We need to sort this out on the email list with Guido
      -

      Looking for one day workshop (when?)
      -

   What items are needed for foss4g conference - so we can set priority?
   -

      Ask Astrid on the marketing email list
      -

   Branding - what are assets are available
   -

      Yes: https://svn.osgeo.org/osgeo/marketing/
      -

      Yes: Jody has some “sketch” templates for branding
      -

      Yes: http://cartogenic.com/OSGeo-brand/guide/
      -

      No: We need a round up off all the sub-logos from local chapters and
      projects (see EOI appendix)
      -

         http://www.osgeo.org/content/chapters/index.html ← they care
         -

         http://www.geoforall.org ← they care
         -

         http://www.osgeo.org/content/foundation/committees.html ← they do
         not care
         -

         projects ← they care, not unified with osgeo
         -

         We can source this on the marketing email list :(

Discussion (time permitting)

We can look into the following - time permitting:

   -

   Priorities for specific stakeholders (covered above, take to email
   conversations)
   -

   Target User Audience
   -

   Overall Aesthetics we are trying to achieve
   -

      Need help here … consider the following for context
      -

      Look at some of projects that have done a good job?
      -

      Look at other foundations, organization for inspiration
      -

         http://apache.org
         -

         eclipse.org
         -

            LocationTech <https://www.locationtech.org/> (sub brand of
            eclipse.org)
            -

         http://www.fsf.org
         -

         https://www.linuxfoundation.org
         -

         https://www.ubuntu.com
         -

         http://www.esri.com/software/open/open-source
         -

         https://choosealicense.com
         -

         https://creativecommons.org
         -

         https://www.openstreetmap.org
         -

         See EOI for more
         -

   Key Content that we want to use to drive the design
   -

      70%: outreach to new users, specifically those migrating from ESRI
      -

         50% - help end users choose an open source project
         -

         5% - geoforall - educational outreach
         -

         5% - events - direct personal contact
         -

         5% - local chapters - horizontal “grassroots” outreach
         -

         5% - partners - vertical “industry/topic” specific” outreach
         -

      30 % community
      -

         5% about the foundation - who we are, vision, goals
         -

         5% service providers - promote use, investment into our projects
         -

         5% sponsors - directly invest in our projects, events, iniatives
         -

         10% what is open source and why it matters
         -

         5% communication
         -

            5% We have some formal “press release” communication to manage
            on the website
            -

            0% news feed is sourced from community members
            -

         0% osgeo committees - moving to wiki
         -

         0% code sprints - already on the wiki
         -

         0% initiatives - already on the wiki
         -

   Invoice
   -

      Send to treasurer at osgeo.org (the contact person is Michael Smith)
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