Open Source

Open Source Participation & Strategy

How do you participate in — and help sustain — open source?

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Step 1 · Learn

How do you participate in — and help sustain — open source?

Start as a contributor, learn how maintainers think, then learn the strategy and legal context. By the end you should be comfortable making contributions, running a small project, and advising a team on open source decisions.

Topic 1 of 9

Contributing Code & Documentation

Contributions don't have to be code. Docs fixes, examples, tests, bug reproductions and translations are often the most valuable, and the easiest place to start.

A respectful contribution workflow:

  1. Read CONTRIBUTING.md and the code of conduct. Follow the project's conventions.
  2. Find or open an issue first for anything beyond a typo, and confirm the change is wanted.
  3. Fork, branch, make a small, focused change. One concern per PR.
  4. Test it and follow formatting and lint rules.
  5. Write a clear PR description: what, why, how tested, and a link to the issue.
  6. Respond to review graciously and promptly. Reviews are how you learn the codebase.

Never open low-effort or AI-generated "drive-by" PRs to farm contributions. Maintainers notice, and it harms both the project and your reputation.

Key takeaways
  • Docs, tests and reproductions are valuable contributions
  • Read CONTRIBUTING, discuss first, keep PRs small
  • Respect maintainers’ time — no low-effort drive-by PRs
Topic 2 of 9

Issues & Pull Request Management

On the maintainer side, issues and PRs are the project's front door. How they're handled signals whether contributions are welcome.

Good practices:

  • Issue templates for bugs and features (versions, reproduction and expected vs actual).
  • PR templates with a checklist (tests, docs, changelog).
  • Timely first response, even just "Thanks, we'll look at this this week". Silence is the top reason contributors don't return.
  • Kind, specific reviews: explain the why, suggest rather than demand, and praise what's good.
  • Automation: CI checks, linting, bots for stale issues (use carefully) and CODEOWNERS for routing.
  • Saying no well: explain why, thank them, and suggest alternatives.

DevRel practitioners often help by being the first responder on issues and PRs, making maintainers' lives easier.

Key takeaways
  • Templates and CI set clear expectations
  • A fast first response keeps contributors coming back
  • Review kindly and specifically; say no gracefully
Topic 3 of 9

Labelling, Cleanup & Triage

A tidy issue tracker is a public signal of project health. An overgrown one tells people the project is abandoned, even when it isn't.

Triage practices:

  • Label consistently: type (bug, feature, docs, question), area, priority and status (needs-repro, needs-info, accepted), plus "good first issue" and "help wanted".
  • Regular triage sessions: weekly, work through new issues: reproduce, label, deduplicate and route.
  • Close with care: stale, duplicate or out-of-scope issues get a kind explanation and a link.
  • Move questions to Discussions or forums so issues stay actionable.
  • Milestones or projects to show what's planned.

Triage is one of the best ways to contribute to a project you care about, and to learn it deeply. Many maintainers started as triagers.

Key takeaways
  • A tidy tracker signals a healthy project
  • Consistent labels and weekly triage sessions
  • Close kindly; move questions to Discussions
Topic 4 of 9

Good First Issues

Good first issues are the onboarding ramp for new contributors. Done well, they turn users into contributors; done badly, they frustrate everyone.

A good "good first issue":

  • Is small and well-scoped: achievable in a few hours
  • Includes context: what's wrong, where in the code to look and what "done" means
  • Links to setup instructions and relevant docs
  • Has a mentor: someone who'll respond to questions and review quickly
  • Is genuinely useful, not busywork

Keep a steady supply, label them consistently (so sites like goodfirstissue.dev find them), and consider reserving some for first-time contributors only. Celebrate first contributions publicly; it's powerful recognition.

Key takeaways
  • Small, scoped, with context and a clear definition of done
  • Assign a responsive mentor
  • Celebrate first contributions publicly
Topic 5 of 9

Open Source Governance Models

Governance defines who makes decisions and how. It matters most when people disagree or when a project outgrows its founders.

Common models:

  • BDFL (Benevolent Dictator For Life): one person has final say. Simple, and common in early projects.
  • Meritocracy / committers: contributors earn commit rights and decision power through sustained contribution (the Apache model).
  • Liberal contribution / consensus: decisions are made by the people doing the work, via consensus or voting.
  • Company-led: a single company controls direction. Transparency about this matters for trust.
  • Foundation-hosted: a neutral foundation (Apache, CNCF, OpenJS, Linux Foundation) holds trademarks and provides governance processes, which signals neutrality to other companies.

Document governance in a GOVERNANCE.md: roles, how decisions are made, how people gain and lose roles, and how conflicts are resolved.

Key takeaways
  • BDFL, meritocracy, consensus, company-led and foundation models
  • Foundations signal neutrality to other contributors
  • Document governance before you need it
Topic 6 of 9

Open Source Strategy for Companies

Companies open source software for different reasons, and the reason should shape how they do it:

  • Adoption: remove barriers so developers try and embed the technology (open core, SDKs, CLIs)
  • Ecosystem: create a standard others build on
  • Recruiting and brand: show engineering quality and culture
  • Collaboration: share maintenance of commodity infrastructure with others
  • Trust and transparency: let users inspect security-sensitive code

Key questions before open sourcing: What's the goal and how will you measure it? Who will maintain it long-term? What's the business model (open core, hosted service, support)? What license? Will you accept outside contributions?

Many companies run an OSPO (Open Source Program Office) to handle policy, compliance and strategy. The TODO Group publishes excellent OSPO guides. DevRel often partners with the OSPO on community and adoption.

Key takeaways
  • Know the goal: adoption, ecosystem, brand, collaboration or trust
  • Plan maintenance, business model and license up front
  • OSPOs coordinate company open source — partner with them
Topic 7 of 9

Sustaining Contributors

Attracting a first contribution is easy compared to keeping contributors engaged for years. Maintainer burnout is one of open source's biggest risks.

What sustains people:

  • Recognition: credit in release notes, all-contributors tables, shout-outs and contributor spotlights.
  • Growth paths: from contributor to reviewer to maintainer, with clear criteria.
  • Community: contributor calls, chat channels and summits. People stay for people.
  • Reducing toil: automation, templates, good docs and triage help.
  • Funding: GitHub Sponsors, Open Collective, company-paid maintainer time and grants.
  • Respecting boundaries: normalise stepping back; plan succession.

As DevRel, you can champion contributors inside your company: advocating for paid maintainer time, sponsorships and recognition programs.

Key takeaways
  • Recognition, growth paths and community keep people
  • Automation and triage help reduce maintainer toil
  • Advocate for funding and paid maintainer time
Topic 9 of 9

Open Source as DevRel Leverage

Done well, open source is one of DevRel's most powerful levers:

  • Credibility: contributions are public proof that you build and understand the ecosystem.
  • Relationships: maintainers and contributors become peers, collaborators and advocates.
  • Integrations: contributing integrations to popular projects puts your product where developers already work.
  • Content: real-world contributions become talks, posts and case studies.
  • Feedback: issues and discussions are unfiltered signal about developer needs.

The key is giving before taking. Contribute to the ecosystem your developers use, not only your company's repos. Sponsor maintainers, fix docs and help triage. The trust you build is what makes your company's projects welcome later.

Key takeaways
  • Public contributions are proof of credibility
  • Integrations put you where developers already work
  • Give before taking — contribute to the wider ecosystem
Step 2 · Resources

The Open Source Participation & Strategy shortlist

If you only read or watch a handful of things on open source participation & strategy, make it these.

Step 3 · 🧭 Compass Challenge

Land your first meaningful open source contribution

The prompt

Get a pull request merged into an open source project you (or your target audience) use. Docs, tests, examples or code all count, as long as it's genuinely useful. Then write a short post about the experience: how you found the issue, what you learned and how the maintainers helped.

The template
## PR description template

**What:** <one-line summary of the change>
**Why:** Fixes #<issue> — <the problem it solves>
**How:** <approach, any trade-offs>
**Testing:** <how you verified it — commands, screenshots>
**Checklist:**
- [ ] Follows CONTRIBUTING.md
- [ ] Tests added/updated
- [ ] Docs updated

— — —

## Post: "My first contribution to <project>"
- How I chose the project and issue
- Getting set up (what was hard)
- The change and the review
- What I learned
- Link to the merged PR