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TOC Liaison Guide

As a TOC Liaison, your role is to facilitate direct support from the TOC to your assigned projects.

Liaison Responsibilities

  • Monthly Meetings: Meet with project leads at least once a month to gather updates and discuss any obstacles.
  • Quarterly Reporting: Submit a summary of project status to the TOC Chair for inclusion in the quarterly board report.
  • Issue Escalation: Privately escalate major issues or complaints to the TOC as needed.
  • Project Growth Track: Ensure that all projects understand the path to promotion or archival.

Liaison Report Template

Please use the following template to streamline consolidation into the monthly newsletter and quarterly report for the FINOS Governing Board.

## [Enter project name]

Liaison: [Your name]
Leads: [Project leads]

### Progress

- Significant milestones achieved
- Notable contributions or updates

### Challenges

- Any obstacles or issues raised by the project
- Any support requested from the TOC

### Next Steps

- Planned activities or upcoming milestones
- Suggested actions to address challenges

### Additional Notes

- Any further observations or recommendations

How to meet with your projects

  • Set aside time: Create a recurring monthly meeting for 60 minutes, though you may not need the whole hour every time.
  • Solicit Updates: Ask how things are going, what the team is working on, and whether there are any obstacles. Follow up on previous discussions. Take notes for later!
  • Share Knowledge: If there is interest, volunteer news from across the landscape. This may be your project leads' only practical opportunity to learn about other ongoing efforts!
  • Note Challenges: Outline a plan of action as needed, and let the project know how you will be supporting them.

You're not alone!

Remember that the TOC has a wealth of experience in open source, including both project contributions and people management. Be sure to tap into your TOC colleagues however you can to best support your projects! Connecting a project with the right solution is at least as effective as providing the solution yourself.