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2 changes: 1 addition & 1 deletion ospo-book/content/en/00-chapter.md
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## What's This Book About?

Open source is a reality for all organizations that work with softwarenot just for software companies. Because of this, actively managing open source is becoming increasingly important for many organizations.
Open source is a reality for all organizations that work with softwarenot just for software companies. Because of this, actively managing open source is becoming increasingly important for many organizations.

One way to manage open source is by setting up an Open Source Program Office (OSPO). Many companies and organizations have adopted this approach, and there is now a lot of shared experience and knowledge about how to do it successfully. In the open source spirit, much of this knowledge is openly available in the community.

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This book is for anyone who wants to understand the role of OSPOs within an organization.

More specifically, it will be useful for:

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* **Executives, policymakers, and decision-makers** who are responsible for setting up, supporting, or funding an OSPO.

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11 changes: 5 additions & 6 deletions ospo-book/content/en/02-chapter.md
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Expand Up @@ -79,7 +79,7 @@ The European Commission's Open Source Program Office (OSPO) has launched a new p

In a world governed by software, Open Source Program Offices (OSPOs) serve as powerful cultural catalysts within organizations. Beyond simply managing technical integration of open source solutions, OSPOs fundamentally transform organizational culture by fostering open collaboration, transparency, and innovation.

As organizations increasingly rely on open source for mission-critical problemswhether social, economic, or technologicalthe OSPO's cultural influence becomes essential in reshaping mindsets and workflows. This cultural shift enables organizations to move beyond viewing open source as merely a resource to extract value from, toward becoming active, contributing members of the broader open source ecosystem. By embedding open source values and practices throughout an organization, OSPOs cultivate internal champions, establish collaborative norms, and nurture a culture where knowledge sharing thrives.
As organizations increasingly rely on open source for mission-critical problemswhether social, economic, or technologicalthe OSPO's cultural influence becomes essential in reshaping mindsets and workflows. This cultural shift enables organizations to move beyond viewing open source as merely a resource to extract value from, toward becoming active, contributing members of the broader open source ecosystem. By embedding open source values and practices throughout an organization, OSPOs cultivate internal champions, establish collaborative norms, and nurture a culture where knowledge sharing thrives.

This cultural transformation not only supports risk management and innovation but ensures the sustainability of the open source communities they depend on. Without an OSPO's ongoing cultural influence, organizations risk losing open source expertise, increasing security and legal vulnerabilities, reducing community engagement, and damaging their reputation.

Expand Down Expand Up @@ -117,7 +117,7 @@ _[Source: OSPOs, key lever for open source sustainability][1](https://speakerdec

### Assess the Value of Open Source Use

Organizations may underestimate how much they already depend on the usage of open source. Several studies analyze the usage of OSS in the industry. For example, the *Synopsys Open Source Security and Risk Analysis Report 2024* [^2] finds that the average software project consists of 77% OSS. Additionally, a *Harvard Business School study* [^3] estimates that the supply-side value of widely-used OSS is $4.15 billion, while the demand-side value is much larger at $8.8 trillion. Moreover, a study by OpenForum Europe [^4] estimates that OSS contributes between €65 to €95 billion to the European Union’s GDP and promises significant growth opportunities for the region’s digital economy.
Organizations may underestimate how much they already depend on the usage of open source. Several studies analyze the usage of OSS in the industry. For example, the *Synopsys Open Source Security and Risk Analysis Report 2024* [^2] finds that the average software project consists of 77% OSS. Additionally, a *Harvard Business School study* [^3] estimates that the supply side value of widely used OSS is $4.15 billion, while the demand-side value is much larger at $8.8 trillion. Moreover, a study by OpenForum Europe [^4] estimates that OSS contributes between €65 to €95 billion to the European Union’s GDP and promises significant growth opportunities for the region’s digital economy.

Assess this value for your own organization by taking steps such as:

Expand All @@ -144,7 +144,7 @@ To illustrate how your OSPO may deliver value to your organization, some example

### Managing a Vulnerability in the Software Supply Chain

For example: a social engineering attack targeted the xz/liblzma [^5], an essential open source library. The attack was meticulously planned, gaining trust within the community before executing a malicious attack. This incident was discovered inadvertently by an unrelated project, underscoring the sophistication and stealthiness of such vulnerabilities. The challenge for OSPOs lies in identifying and mitigating these vulnerabilities, which are not always apparent until after they occur. Despite existing procedures and policies, OSPOs recognize the need for mechanisms to proactively measure and respond to such threats.
For example: a social engineering attack targeted the `xz/liblzma` [^5], an essential open source library. The attack was meticulously planned, gaining trust within the community before executing a malicious attack. This incident was discovered inadvertently by an unrelated project, underscoring the sophistication and stealthiness of such vulnerabilities. The challenge for OSPOs lies in identifying and mitigating these vulnerabilities, which are not always apparent until after they occur. Despite existing procedures and policies, OSPOs recognize the need for mechanisms to proactively measure and respond to such threats.

#### How the OSPO Helps

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### Recommendation

Executives require a particular type of communication. They need to have a clear picture of the role and value that each part of the organization brings. If the message is too detailed or vague, or if the subject is too specialist they can struggle to "get it". As the OSPO, you need to communicate the strategic value of open source and of the work the OSPO does to manage it. Showcasing visible benefits through case studies, success stories, or numerical reports can help to cut through with a clear and simple presentation that demonstrates OSPO initiatives are delivering with key organizational priorities.

Executives require a particular type of communication. They need to have a clear picture of the role and value that each part of the organization brings. If the message is too detailed or vague, or if the subject is too specialist they can struggle to "get it." As the OSPO, you need to communicate the strategic value of open source and of the work the OSPO does to manage it. Showcasing visible benefits through case studies, success stories, or numerical reports can help to cut through with a clear and simple presentation that demonstrates OSPO initiatives are delivering with key organizational priorities.

## Resources and Footnotes

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[^4]: Study by OpenForum Europe: https://openforumeurope.org/publications/study-about-the-impact-of-open-source-software-and-hardware-on-technological-independence-competitiveness-and-innovation-in-the-eu-economy/

[^5]: Social engineering attack targeted the xz/liblzma: https://research.swtch.com/xz-timeline
[^5]: Social engineering attack targeted the `xz/liblzma`: https://research.swtch.com/xz-timeline

[^6]: OpenSSF Scorecard: https://scorecard.dev/

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8 changes: 4 additions & 4 deletions ospo-book/content/en/03-chapter.md
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* **Individual Contributors:** This petal represents the people who the OSPO will work within the organization, focusing on the intrinsic and extrinsic motivators of contributing to open source from an individual point of view. It requires a cultural change effort and may involve activities such as establishing mentoring programs.

* **Management:** In this petal, the OSPO focuses on strategy and finding alignment between open source and the overall business/organization strategy. Managers face unique challenges, and using the strengths of open source helps them overcome these challenges effectively.
* **Management:** In this petal, the OSPO focuses on strategy and finding alignment between open source and the overall business or organization strategy. Managers face unique challenges, and using the strengths of open source helps them overcome these challenges effectively.

* **Legal:** This petal represents the legal aspects of open source. It deals with understanding and managing legal requirements and obligations related to open source initiatives within the organization. This ensures compliance and reduces legal risks.

* **Business:** This petal focuses on how the OSPO ensures all the pieces of the organization structure fit together. It involves sharing best practices across different business/team units and fostering collaboration and knowledge transfer.
* **Business:** This petal focuses on how the OSPO ensures all the pieces of the organization structure fit together. It involves sharing best practices across different business or team units and fostering collaboration and knowledge transfer.

* **Open Source Ecosystem:** This petal represents the broader open source community and project ecosystem outside the organization. The OSPO engages with this ecosystem, which includes other organizations, projects, and individuals, to exchange ideas, collaborate, and contribute to the larger open source community.

Expand Down Expand Up @@ -144,7 +144,7 @@ Here are some suggestions of how you could use the ideas and advice above to set

### Using a Simple Checklist

The TODO OSPO checklist [^8] offers a simplified set of common milestones to both early-stage and seasoned OSPOs in navigating each stage of the previously mentioned OSPO maturity model. Please note that an OSPO might remove, add, or edit some content of this checklist to adapt it to their organization's needs.
The TODO OSPO checklist [^8] offers a simplified set of common milestones to both early stage and seasoned OSPOs in navigating each stage of the previously mentioned OSPO maturity model. Please note that an OSPO might remove, add, or edit some content of this checklist to adapt it to their organization's needs.

### Using Maturity Models

Expand All @@ -159,7 +159,7 @@ Here are some highlights from their work to inspire you:

> NOTE: You can find a summary of their work in both Japanese and English in a Qiita article written by one of its members [^9]

While planning the OSPO it's very helpful have 1:1 conversations with managers, high-level executives, and workers/contractors from different teams that use open source in their day-to-day operations, or whose strategy involves dealing with open source projects (in terms of licenses, security vulnerabilities). Use the insights from these conversations to define the organization's unique motivators and map them to areas within the organization where open source brings value.
While planning the OSPO it's very helpful have 1:1 conversations with managers, high-level executives, and workers and contractors from different teams that use open source in their day-to-day operations, or whose strategy involves dealing with open source projects (in terms of licenses, security vulnerabilities). Use the insights from these conversations to define the organization's unique motivators and map them to areas within the organization where open source brings value.

This will also help to build support for your work across the business even before the OSPO is officially created and launched.

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- **Automation Tools:** Creating process automation to support open source policies is important because policies alone may not always be effective. Managers know that their workers won't always follow policy and therefore want effective options to automate use, management, and tracking of open source components. Automation is useful in many areas of open source including license compliance and security.

- **Documentation, Training, and Education:** An OSPO can play a leading role in ensuring that individuals are qualified to assess open source projects for use in the organization and contribute to critical open source projects for the organization. Developing training materials and documentation and/or aiding teams to produce these across different departments are key tasks.

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- **Resource Allocation:** There can be a lot of areas that an OSPO can offer value to an organization. Therefore, prioritizing work and allocating resources strategically and tactically is an important activity that will improve the OSPO's impact.

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| Define open source compliance rules and practices | An explicit consensus on the organization's open source compliance rules and practices between the legal and business stakeholders. | The organization knows that it has a managed approach to the legal aspects of open source consumption, which can be maintained and improved over time. Each company has different aspects of open source compliance, interpretations of licenses and different risk appetite (e.g dealing with regulations). Having well-defined compliance rules and practices is the first step toward deterministic open source compliance |
| Define rules and policies on using open source (criteria for using OSS which relate to open source health) | Consumption of open source projects isn't just viewed through the compliance lens, but is considered more holistically and includes the risks associated with unhealthy projects. A consensus is built in the company related to the hygiene of consumed open source components. The organization has clear policies to follow. | Consumed open source projects are lower in risk because they're healthy, fixing security vulnerabilities, implementing new features and release regularly. |
| Define rules and policies on how to contribute to open source (criteria on how to engage in the community, how to transfer rights, Contributor License Agreements) | The OSPO can increase awareness of the two-way relationship with open source projects. Using policies supports a consistent and ethical approach. The organization has clear policies to follow. | Policies and practices ensure that the organization considers how to jointly build value with open source projects. Contributions made are likely to improve the company's reputation, not damage it. |
| Adopt ISO/IEC 5230 (OpenChain) Compliance | The OSPO can implement an international, defined standard rather than create one from the ground up. | The organization can demonstrate its compliance with an internationally recognized standard. |

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| Manage an inventory of OSS used in the organization | The OSPO is aware of the surface area of OSS it oversees. | The organization has a base for overall risk management. This is an important tool for dealing with issues relating to specific projects (security problems, license changes, lifecycle issues, etc.) |
| Training on open source awareness | Providing training on open source increases visibility of the role of open source, visibility of the OSPO and its value, and improves understanding of how the organization uses and engages with open source. | Increases the competence present in the organization to work with OSS through an awareness of open source value, licensing, and contributions etc. |
| Introduce tools for license compliance | Provide structure and visibility for licence compliance within the organization, which helps inform management strategy. | Automation is essential to be able to address risks with a reasonable amount of effort and measure effectiveness of efforts to improve compliance. |
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| Activities | Value for the OSPO | Value for the Organization |
| -------------------------------------- | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Create contribution policy and process | Managing open source contributions becomes easier. | Having clear procedures means that the organization can offer open source contributions in a legally safe way, for open source projects, the organization, and its employees. |
| Qualification of contributors | Contributors require less oversight and make good ambassadors. | Skilled contributors make better contributions into publicly-visible projects. This means less risk to the organization. |
| Qualification of contributors | Contributors require less oversight and make good ambassadors. | Skilled contributors make better contributions into publicly visible projects. This means less risk to the organization. |

#### STAGE: Leadership

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This chapter includes useful resources to help OSPOs and open source developers apply secure software development and supply chain best practices - both in the software they use and the software they create.

In some ways, security is just like any other requirement. However, many software developers and their managers haven't received enough training in security. Also, security is about defending against intelligent attackers, and it often depends on how the entire system works togethernot just on one part.
In some ways, security is just like any other requirement. However, many software developers and their managers haven't received enough training in security. Also, security is about defending against intelligent attackers, and it often depends on how the entire system works togethernot just on one part.

Fixing security problems later is often expensive. It's better to prevent them, reduce their chances or impact, and be prepared in case something still goes wrong. It's important to plan from the beginning and allocate resources (such as time and money) to handle security properly. Open source software can have a security advantage because it allows for mass peer review and follows the principle of "open design"but these benefits don't happen automatically.
Fixing security problems later is often expensive. It's better to prevent them, reduce their chances or impact, and be prepared in case something still goes wrong. It's important to plan from the beginning and allocate resources (such as time and money) to handle security properly. Open source software can have a security advantage because it allows for mass peer review and follows the principle of "open design"but these benefits don't happen automatically.

## Training and Education

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**Protect your environments, including development, build, test, and distribution:**

1. Use multi-factor authentication (MFA) to make it harder for attackers to gain access.
1. Use Multi-Factor Authentication (MFA) to make it harder for attackers to gain access.
1. Secure your build environment. See OpenSSF SLSA for more guidance [^11].

**Use automated tools in your continuous integration (CI) pipeline to catch security issues early:**
**Use automated tools in your Continuous Integration (CI) pipeline to catch security issues early:**

1. Use multiple types of tools, as each may find different problems, see the Guide to Security Tools [^12].

1. For new projects ("green field"), enable all security checks. For older projects ("brown field"), start with the most important checks so the reports are manageable

1. Enable tools that detect known vulnerabilities in reused components

Prepare for vulnerability reportsthey can happen to any project. Clearly explain how people can report vulnerabilities. Open source projects should review the OpenSSF Guide to implementing a coordinated vulnerability disclosure process [^13].
Prepare for vulnerability reportsthey can happen to any project. Clearly explain how people can report vulnerabilities. Open source projects should review the OpenSSF Guide to implementing a coordinated vulnerability disclosure process [^13].

## Applying This to Your Organization

Improving the security of OSS in your organization isn't just about using tools. It also requires changes in culture and daily work processes. One of the first steps is to build a mindset where security is everyone's responsibility, not just the job of a small team. Leaders should clearly communicate that secure software development is important and support this with time, resources, and recognition for those who work on it.

Security practices should be part of everyday development work, not something separate. For example, instead of running security checks only once in a while, make tools like scorecards and vulnerability scans part of your regular CI/CD pipeline. This helps make security a normal and expected part of how your team builds software.

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Training and education should happen regularly, not just once. Developers and managers should be encouraged to learn the basics of secure software development. This can include free OpenSSF courses and other programs. Make sure your teams know that learning about security is important and will be recognized. This builds long-term interest and responsibility.

It also helps to be open about security progress. Encourage teams to track and share their progress on goals like earning Best Practices badges or improving their Scorecard results. This creates a positive environment where teams help each other and improve together, instead of feeling blamed when something goes wrong.

Lastly, support continuous improvement. Security isn't something you finishit's always changing. Set up regular times to review risks, update tools and practices, and share what your teams have learned. Give teams the freedom to make decisions about security early in the development process, not just at the end or after a problem happens.
Lastly, support continuous improvement. Security isn't something you finishit's always changing. Set up regular times to review risks, update tools and practices, and share what your teams have learned. Give teams the freedom to make decisions about security early in the development process, not just at the end or after a problem happens.

By creating a culture of shared responsibility, adding security into everyday work, investing in learning, encouraging openness, and improving over time, your organization can make real progress in securing the OSS it builds and uses.

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