Chair Transition Checklist - Marina Moore

[Marina Moore]

Chair transition checklist

Nomination

This serves to augment the Security TAG Chair proposal
process with specific items that must be completed.

• Nomination
  • TOC-Liaison slack discussion and approval
  • Co-chair & Tech Lead meeting announcement
  • Security TAG Meeting announcement -- all regions
  • TOC email list official nomination
  • #tag-security slack message with a link to the email nomination
  • TOC meeting presentation
• Vote - official count recorded and posted

Transfer

• Transfer Logistics
  • #tag-chairs slack channel - add new chair(s)
  • tag-chairs mailing list - add new chair(s)
  • #tag-security-cochairs channel - add new chair(s)
  • #tag-security-cochairs-emeritus - add outgoing chair(s)
  • #tag-security-toc-liaison - add new chair(s)
  • Co-chair meeting - add new co-chairs and add doc sharing
  • transfer ownership of co-chair meeting calendar invite
    and tech lead calendar invite - if applicable
    • New meeting link will need created by new calendar owner if using
      Google meet. meet.new will create this, just copy into invite or
      transition to Zoom
  • TOC Liaison meeting
    • Check if the time still works for new chair(s)
    • Transfer calender ownership if needed
    • Add new co-chair(s) to calendar invitation
    • Share meeting notes doc
  • Choose new chair representative for Security TAG on-going
    projects if needed.
  • add chair to github team No longer maintained
  • tag-security repo PR: cncf/people#309, #1126
    • Update codeowners, github settings, README (TOC Liaisons and chairs
      have admin access, tech leads have push access).
    • Link to official vote email list message in PR descriptions
  • TOC Repo update: cncf/toc#1202
  • Service Desk Access
  • Update email lists
    • update email list membership
    • chairs should have moderator role
    • remove old chairs from chairs list
  • Verify new chairs have zoom credentials
  • YouTube Channel
    • invite new chairs (if needed)
    • give "owners" permission

De-provisioning

Reverse all above transfer steps to TL level, and in addition:

• Transfer ownership of all documents
  • Co-Chairs meeting notes
  • Leadership meeting notes,
  • TOC Liaison meeting notes
  • Credentials doc
• Transfer ownership of calendar invites
  • Co-chairs meeting
  • Leadership meeting

Announce

• Announce the vote
  • #tag-security slack message
  • email message to the tag-security list
  • Security TAG meeting Announcement for each region