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| 1 | +# Steering Election HOWTO |
| 2 | + |
| 3 | +This documentation explains how to run a steering election. As a work in |
| 4 | +progress, it replaces older documentation where present; for topics not |
| 5 | +covered consult the older documents in each election folder. |
| 6 | + |
| 7 | +## Documentation contents |
| 8 | + |
| 9 | +* This guide, which covers all process and roles. |
| 10 | +* A folder of templates, primarily for election-related communications |
| 11 | +* Current SQL query or devstats report for selecting voters |
| 12 | + |
| 13 | +## Roles |
| 14 | + |
| 15 | +### The Elections Subproject |
| 16 | + |
| 17 | +Members of the [Elections Subproject](elections/README.md) have three |
| 18 | +responsibilities around steering elections: |
| 19 | + |
| 20 | +1. Recommending Election Officers to the Steering Committee |
| 21 | +2. Intervening if anything unexpected happens with the EOs |
| 22 | +3. Following up on recommendations from the election retro |
| 23 | + |
| 24 | +### The Election Officers |
| 25 | + |
| 26 | +The Election Officers are three trusted contributors who will run one or two |
| 27 | +Steering elections. They are responsible for making sure that the election |
| 28 | +happens and completes satisfactorily. |
| 29 | + |
| 30 | +Election Officers must meet the following requirements: |
| 31 | + |
| 32 | +* Org member for more than one year |
| 33 | +* Eligible to vote in the election |
| 34 | +* Pledge to administer the election without partiality to any employer, SIG, |
| 35 | + or personal preference |
| 36 | +* Tentatively available for two elections in a row (see below) |
| 37 | +* Tentatively available for special elections in the upcoming year (see below) |
| 38 | + |
| 39 | +Additionally, the Elections Subproject will choose Election Officers partly to |
| 40 | +respresent the diversity of Kubernetes contributors, selecting different |
| 41 | +genders, geographic regions, and ethnicities where possible, in order to |
| 42 | +avoid the appearance of bias in the elections process. Particularly, the |
| 43 | +three Officers must each work for a different employer. |
| 44 | + |
| 45 | +Election Officers are responsible for: |
| 46 | + |
| 47 | +* Planning the election, including creating a draft timeline |
| 48 | +* Generating the voter list |
| 49 | +* Setting up the election in the voting system |
| 50 | +* Deciding on exception requests |
| 51 | +* Determining candidate eligibility |
| 52 | +* Assisting candidates with bios |
| 53 | +* Publicizing the election in order to maximize participation |
| 54 | +* Finalizing and reporting the election results |
| 55 | +* Hosting an election retro & documenting changes |
| 56 | +* Contributing to the SC election documentation |
| 57 | + |
| 58 | +These responsibilities are detailed in the election procedures. They collectively |
| 59 | +fall in to four main areas, timewise: |
| 60 | + |
| 61 | +1. Communications with candidates and voters (together with the Comms Liaison) |
| 62 | +2. Administering the election software (together with the Infra Liaison) |
| 63 | +3. Managing nominations and candidates |
| 64 | +4. Responding to exception requests |
| 65 | + |
| 66 | +Usually, the three Election Officers divide up the above major responsibilities |
| 67 | +among the team, each Officer taking one or two of them. |
| 68 | + |
| 69 | +Each year, at least one Election Officer must be a prior Officer in order to |
| 70 | +ensure continuity of knowledge. As such, Officers should be theoretically |
| 71 | +available to do the elections two years in a row. Further, should a special |
| 72 | +election become necessary because of the resignation of an SC member mid-year, |
| 73 | +this year's Officers are responsible for running the special election, so |
| 74 | +any Officers should be at least tentatively available for that. |
| 75 | + |
| 76 | +### Alternate Election Officer |
| 77 | + |
| 78 | +In addition to the three Officers, the Elections Subproject will recommend one |
| 79 | +Alternate. This Alternate is available in case one of the Officers is unable |
| 80 | +to complete the election, or is unavailable for post-election duties (such as |
| 81 | +a special election). Any current Officer may activate the Alternate if |
| 82 | +any Officer resigns or is unavailable. |
| 83 | + |
| 84 | +The Alternate will be added to the Election Officers slack, but will have no |
| 85 | +duties and will not participate in votes unless activated. |
| 86 | + |
| 87 | +### K8s Infra Liaison |
| 88 | + |
| 89 | +Currently election software runs on the Kubernetes cluster owned by the k8s-infra |
| 90 | +team. As such, the Election Officers may need troubleshooting and support from |
| 91 | +k8s-infra in case of unexpected problems with the Elekto deployment or changes |
| 92 | +needed to the software. |
| 93 | + |
| 94 | +As such, before the election starts, the Officers should reach out to k8s-infra |
| 95 | +team and request one person who will be available to assist. This person should |
| 96 | +be available during most of the election period. They must have the ability |
| 97 | +to approve/modify services running on k8s.io. |
| 98 | + |
| 99 | +If one of the Officers has these permissions, they may also serve in this role. |
| 100 | + |
| 101 | +### Contributor-Comms Liaison |
| 102 | + |
| 103 | +A big part of the election effort is making sure that voters and candidates |
| 104 | +are aware of the election and kept up to date with constant reminders. As such, |
| 105 | +the Officers work directly with Contributor-Comms to send out a stream of |
| 106 | +messages to the community. |
| 107 | + |
| 108 | +Well before the election starts, the Officers should reach out to contributor-comms |
| 109 | +and ask them to assign one team member to handle election communications. |
| 110 | +This Comms member needs to have the ability to approve tweets. |
| 111 | + |
| 112 | +If one of the Officers is a member of Contributor-Comms, they may double up |
| 113 | +in this role. |
| 114 | + |
| 115 | +[Elections Subproject]: /elections/README.md |
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