#65: Create standard operating procedure for how treasurers interact with budget ---------------------+------------------- Reporter: jflory7 | Owner: Status: new | Priority: major Component: General | Keywords: budget ---------------------+------------------- '''Prenote''': Another form of this ticket is also filed in the [https://pagure.io/fedora-budget fedora-budget] repository as [https://pagure.io/fedora-budget/issue/18 fedora-budget#18].
= Problem =
It is unclear how Ambassador regional treasurers are expected to interact and participate in reporting expenses with regards to the Fedora Budget.
= Analysis =
A lot of work was done in setting up this repository as a method for publicly tracking expenses. I think using Pagure is an effective solution and if properly taken care of, it will be an effective tool for us. But right now, there is no clear information for how a treasurer is expected to contribute to this repository or what the expectations even are.
A high priority item for this should be to create a standard operating procedure (SOP) either as a separate DOC or in the README about '''what''' treasurers will do with this repository, '''how''' they are expected to contribute information, and maybe any details / information about '''when''' this information is expected each fiscal year.
I think it's important that the Council helps take charge and action on this to help maintain a healthy, active, and maintained version of the Fedora budget. I see a lot of work that was put into this and I'm fearful that it will be forgotten / left behind until it reaches a point where it might be easier to start all over again with a different solution.
= Implementation =
1. Understand how treasurers reported this information in the past for background context 2. Discuss with treasurers / regional representatives about how to help make it easier to contribute this information and what their needs are 3. Begin drafting a first set of guidelines for how to contribute to the fedora-budget repository 4. Share and put to vote with the Fedora Council 5. Begin following this SOP for all future engagements in this repository
#65: Create standard operating procedure for how treasurers interact with budget ---------------------+-------------------- Reporter: jflory7 | Owner: Status: new | Priority: major Component: General | Resolution: Keywords: budget | ---------------------+--------------------
Comment (by potty):
I, as treasurer of LATAM, would like to help out with this task.
Regards!
#65: Create standard operating procedure for how treasurers interact with budget ---------------------+-------------------- Reporter: jflory7 | Owner: Status: new | Priority: major Component: General | Resolution: Keywords: budget | ---------------------+--------------------
Comment (by award3535):
We all need guidance when it comes to what our leadership wants, and since leadership has shifted twice this year already there is no consistency with reports, how often reports are due to the council. standard procedures would greatly help the process and ensure the process keeps going even when positions change with leadership.
#65: Create standard operating procedure for how treasurers interact with budget ---------------------+-------------------- Reporter: jflory7 | Owner: Status: new | Priority: major Component: General | Resolution: Keywords: budget | ---------------------+--------------------
Comment (by jwboyer):
Replying to [comment:2 award3535]:
We all need guidance when it comes to what our leadership wants, and
since leadership has shifted twice this year already there is no consistency with reports, how often reports are due to the council. standard procedures would greatly help the process and ensure the process keeps going even when positions change with leadership.
I agree. We have this on the agenda for the Council meeting today. I won't be solved by the end of the meeting, but we're working on it.
#65: Create standard operating procedure for how treasurers interact with budget ---------------------+-------------------- Reporter: jflory7 | Owner: Status: new | Priority: major Component: General | Resolution: Keywords: budget | ---------------------+--------------------
Comment (by award3535):
jwboyer, I wouldn't expect it to be solved in one meeting and I greatly appreciate the attention this is getting. It has been needed for a long time and I have a standing ticket in trac for FAmNA that posts the budget for north America every month to where everyone can see where and how the budget is being spent. As for the council, we have no guidelines on how often, where, and who we should make our reports to, and with the new FY coming just around the corner, it would be greatly appreciated on what is needed and required.
#65: Create standard operating procedure for how treasurers interact with budget ----------------------+-------------------- Reporter: jflory7 | Owner: bex Status: assigned | Priority: major Component: General | Resolution: Keywords: budget | ----------------------+-------------------- Changes (by bex):
* owner: => bex * status: new => assigned
Comment:
I have begun working on this by reaching out to the various regional treasures. I am awaiting one response right now.
#65: Create standard operating procedure for how treasurers interact with budget ----------------------+-------------------- Reporter: jflory7 | Owner: bex Status: assigned | Priority: major Component: General | Resolution: Keywords: budget | ----------------------+--------------------
Comment (by mattdm):
Bex, do you want this ticket still open?
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