election/README.rst
Kendall Nelson 2c1852d438 Add more details to TC Election Close
The close directions failed to mention the governance
updates so this patch adds that and makes a few other
related changes.

Change-Id: I95db7e352f1f4627e655027ec83fb0c83f0cbed1
2018-10-03 14:32:57 -07:00

177 lines
4.9 KiB
ReStructuredText

==================
openstack/election
==================
This repository contains OpenStack Elections reference documents
and tooling to run elections.
Election officials process
==========================
=============
PTL Elections
=============
Selecting Election Dates
------------------------
Things to keep in mind when selecting election dates:
* At least 48 hours in between email deadline and poll start
* Consider extra-atcs approval deadlines
* Should start around R-4 for nominations period
* Allow at least a week for nomination period
Preparation
-----------
A month before election starts:
* Edit elections details (timeline, cycle timeframe):
* edit configuration.yaml
* Prepare new election, e.g.:
* tox -evenv -- create-directories
* Update index.rst to include ptl.rst
* Commit to update website
* Update Release Schedule
A couple of weeks before election starts
* Send 'PTL Election Season' email
PTL Candidacy Round
-------------------
When PTL Candidacy start
* Send 'PTL Nominations Kickoff' email
During the PTL Candidacy round:
* Validate candidacy, e.g.:
* tox -evenv -- check-all-candidacies, or
* tox -evenv -- check-candidacy change_id
* To +2 a candidate:
* check commit link is indeed valid
* check filename is email address
* cursory check the candidacy statement
* To +Workflow, checks the previous +2 details, find another commits using --limit 5 (optionals)
* Check candidate list and fix badly generated names through changes to the exception.txt file
Once the email deadline is reached:
* Ask the TC chair to tag the governance repository
A couple of days before the candidacy submission ends:
* Render statistics and send 'Motivation call for PTL candidacy round', e.g.:
* tox -evenv -- render-statistics
* Send 'PTL Nominations Last Days' email
When PTL Candidacy submission ends:
* Send 'PTL Nominations End' email
When PreferredEmailDeadLine is reached:
* Ask the TC chair to tag the governance repository with the tag defined in the configuration.yaml
* When the tag is available, generate ATC rolls, e.g.:
* tox -evenv -- generate-rolls
* Compare ATC rolls with at least one other election official
PTL Election Round
------------------
When PTL Election begins:
* Create CIVS page ( https://wiki.openstack.org/wiki/Election_Officiating_Guidelines#Running_the_election_itself )
* Upload rolls
* CIVS has a maximum number of electorate emails you can upload at a time without crashing, limit to 500
at a time
* Send 'PTL Voting Kickoff' email
A couple of days before the PTL Election ends:
* Send 'PTL Voting Last Days' email
When PTL Election ends:
* Close the election and udpate the results:
* tox -evenv -- close-election ptl
* edit doc/sources/pike/ptl.yaml to set election winners to True
* Update index.rst to comment ptl.rst candidate list
* Commit the change and review the results
* Send 'PTL Results' email
* Update governance repo:
* tox -e venv update-governance -- --governance-repo ../governance/
============
TC Elections
============
Selecting Election Dates
------------------------
Things to keep in mind when selecting election dates:
* Needs to conclude by S-3 (3 Weeks prior to OpenStack Summit)
* Allow for at least 48 hours between email deadline and polling begininning
* Allow at least a week for nomination and campaign periods
Preparation
-----------
A month before election starts:
* Edit elections details (timeline, cycle timeframe):
* Edit configuration.yaml
* Update index.rst to include tc.rst instead of ptl.rst
* Commit to update website
* Update Release Schedule
A couple of weeks before election starts
* Send 'TC Election Season' email
TC Candidacy Round
------------------
When TC Candidacy starts:
* Send 'TC Nominations Kickoff' email
During the TC Candidacy round:
* To +2 a candidate:
* check candidate profile using https://www.openstack.org/community/members/
* check filename is email address
* cursory check the candidacy statement
* To +Workflow, check the previous +2 details
A couple of days before the candidacy submission ends:
* Send 'TC Nominations Last Days' email
When TC Candidacy submission ends:
* Send 'TC End Nominations' email
When PreferredEmailDeadLine is reached:
* Generate ATC rolls, e.g.:
* tox -evenv -- generate-rolls
TC Election Round
-----------------
When PTL Election begins:
* Create CIVS page
* Enable detailed ballot reporting
* Upload rolls
* Send 'TC Voting Kickoff' Email
A couple of days before the TC Election ends:
* Send 'TC Voting Last Days' email
When TC Election ends:
* Close the election
* Run: tox -e venv -- close-election tc
* edit doc/source/pike/tc.yaml setting the winners to 'True'
* Commit change & push review
* Send 'TC Results' email
* Update reference/members in governance repository
* Add new members
* Remove 'chair' & 'vice-chair' from file
* Commit change & push review
* Update tc-election-summary.py with election statistics
* Send 'TC Election Statistics'