Chair Transition Checklist

This checklist should be copied into a new issue for when a new chair(s) is needed.

Nomination

This serves to augment the Security TAG Chair proposal process with specific items that must be completed.

  • Nomination
    • TOC-Liaison slack discussion and approval
    • Co-chair & Tech Lead meeting announcement
    • Security TAG Meeting announcement – all regions
    • TOC email list official nomination
    • #tag-security slack message with a link to the email nomination
    • TOC meeting presentation
  • Vote - official count recorded and posted

Transfer

  • Transfer Logistics
    • #tag-chairs slack channel - add new chair(s)
    • tag-chairs mailing list - add new chair(s)
    • #tag-security-cochairs channel - add new chair(s)
    • #tag-security-cochairs-emeritus - add outgoing chair(s)
    • #tag-security-toc-liaison - add new chair(s)
    • Co-chair meeting - add new co-chairs and add doc sharing
    • transfer ownership of co-chair meeting calendar invite and tech lead calendar invite - if applicable
      • New meeting link will need created by new calendar owner if using Google meet. meet.new will create this, just copy into invite or transition to Zoom
    • TOC Liaison meeting
      • Check if the time still works for new chair(s)
      • Transfer calender ownership if needed
      • Add new co-chair(s) to calendar invitation
      • Share meeting notes doc
    • Choose new chair representative for Security TAG on-going projects if needed.
    • add chair to github team
    • tag-security repo PR:
      • Update codeowners, github settings, README (TOC Liaisons and chairs have admin access, tech leads have push access).
      • Link to official vote email list message in PR descriptions
    • TOC Repo update
    • Service Desk Access
    • Update email lists
      • update email list membership
      • chairs should have moderator role
      • remove old chairs from chairs list
    • Verify new chairs have zoom credentials
    • YouTube Channel
      • invite new chairs (if needed)
      • give “owners” permission

De-provisioning

Reverse all above transfer steps to TL level, and in addition:

  • Transfer ownership of all documents
    • Co-Chairs meeting notes
    • Leadership meeting notes,
    • TOC Liaison meeting notes
    • Credentials doc
  • Transfer ownership of calendar invites
    • Co-chairs meeting
    • Leadership meeting

Announce

  • Announce the vote
    • #tag-security slack message
    • email message to the tag-security list
    • Security TAG meeting Announcement for each region