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Marketing Your Open Source Project - OSCON 2019_v04.pdf

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Your open source project competes with millions of others for users, contributors, and perhaps financial support. To stand out from the crowd, you need marketing. If that term makes you shudder (or if you simply think you don’t know how), don’t worry. Deirdré Straughan takes you through what you need to know about open source marketing.

Deirdré details what marketing is (and isn’t), explains why and how you need to do it, and provides practical examples and case studies. Join in to get an overview of marketing tools, and when each is useful, and a guide to the time and resources you’ll need. Along the way, Deirdré explains the importance of overall customer experience (a.k.a. community) and what that implies for your project. You’ll come away knowing why marketing matters, even when you’re not trying to sell something—along with some helpful tips and shortcuts.
What you'll learn

Discover what marketing (really) is and why your open source project needs it
Understand marketing strategies and related activities that can help a project and community grow and thrive
Learn useful tips and shortcuts for developing content and other marketing materials
Get a primer on the importance of a healthy community in attracting users and contributors to a project

Deirdré Straughan
Amazon Web Services

Deirdré Straughan is the open source content lead at Amazon Web Services, where she helps technologies grow and thrive through marketing and community. Her product experience spans consumer apps and devices, cloud services and technologies, operating systems and kernel features. Her toolkit includes words, websites, blogs, communities, events, video, social, marketing, and more. She has written and edited technical books and blog posts, filmed and produced videos, and organized meetups, conferences, and conference talks. You can learn more about her at Beginningwithi.com.

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Marketing Your Open Source Project - OSCON 2019_v04.pdf

  1. 1. Welcome to “Marketing your open source project.” 1
  2. 2. Some things you will learn in this talk include what marketing is, and isn’t. Why you need to do it. And how to do it. All of this specifically for and about open source projects and communities. I may run out of time for questions within the session, but please feel free to grab me afterwards for a hallway chat. 2
  3. 3. Why should you care about what I have to say on this topic? 30 yrs, communicating & helping others communicate about technology. Some jobs have carried a marketing title, others have not, but most have been about “content”. You may know me from YouTube, blogs, or social media. book I co-authored 25 years ago called “Publish Yourself on CD-ROM" although nowadays the books I edit are better known. I’m now ... My specific qualifications for this job include...
  4. 4. I’m part of a team of evangelists and marketers focused on open source at Amazon. Part of our role is to provide connections into open source communities. We also act as consultants to other teams at Amazon on how to do open source, & how to manage and interact with communities. We help with launches of OS projects – Amazon Corretto, Firecracker, Open Distro for Elasticsearch. My job is to tell the world about what Amazon does in open source, via the AWS Open Source blog and social media. That’s plenty about me, now let’s talk about you. 4
  5. 5. 1989 Kevin Costner movie “Field of Dreams” – man who builds a baseball field on his farm in Iowa, because a mysterious voice tells him that, if he does this, something magical will happen. Many developers think (or hope) that this also applies to technology: that building great code is enough. Many projects, and even a few companies, have operated on this assumption. Costner does get a magical result: he ends up with a field full of baseball-playing ghosts. You also may be lucky and magically get a lot of attention to your project. But this happens rarely. Even if it does happen for you, keep in mind that, if you leave it up to others to talk about your project, they may get it wrong. There is no one more qualified to talk about your technology than YOU. So you should be the one to lead that conversation.
  6. 6. Let’s take a step back and define what we mean by marketing. Here is a very basic definition, in which marketing is about getting people to exchange their money for your goods or services. Many technologists believe that marketing contributes nothing to a real conversation about technology. At worst, they assume that marketing is deliberately misleading or manipulative. Yes, this can be true. But it doesn’t have to be.
  7. 7. Even if you don't have a _bad_ opinion of marketing, you may be thinking that you don't need it: “With open source, I’m not selling anything, so why do I need marketing?” You may not be asking for money. But you are asking people to give their time and attention – which are very valuable commodities – to support your ideas.
  8. 8. So let’s try on a new definition of marketing. In open source, marketing is about getting people to exchange their time and attention (and sometimes money) for your ideas.
  9. 9. Maybe at this point I’ve convinced you that marketing might be useful, but you’re wondering: “Do I really need it?” Consider the following. 9
  10. 10. As you can see, the number of repos on GitHub is huge and growing. That is the environment in which your open source project is competing. 10
  11. 11. So, to expand our definition of marketing yet again: marketing open source is about capturing scarce attention and resources in a very crowded environment. What kind of resources am I talking about?
  12. 12. The main resource you need is people, ie users and contributors. People may make contributions to a project entirely on their own time, but more commonly nowadays, they are assigned or even hired to work on a project by a company. Either way, people are your primary resource. The other resource a project may need is money, or the things that money can buy, which includes people’s time to work on it. So, yes, money does come into the equation even when the thing you’re marketing does not have a price tag. 12
  13. 13. Now let’s talk about what you can do to start attracting some of those critical resources to YOUR project.
  14. 14. Amazon operates according to our LPs. We take them very seriously, & the first & most important states that we start from the customer. You can apply this principle to any project or product. Your first step should be to identify your customer: who is this project designed to serve? Then get very specific about the customer problem you’re going to address, & how. A framework you may find useful is Amazon’s PRFAQ, which is a press release you write for the project before you ever start coding on it. This should focus on the value of your project TO THE CUSTOMER. Questions about execution are answered in FAQs that you can also write up, but the main focus of the document should be the customer & their problem you’re solving. As your project matures & grows, for every change, patch, or pull request, ask yourself: how will this serve the customer? If you’re not sure, talk to them. Always be having those conversations.
  15. 15. Only after you have identified your users and their needs are you ready to move on to actual coding. I’m not going to say much about the code because it’s the part that is most often done well. I do recommend that you try to architect your code for participation and to lower the barriers to entry. For example, design with documented APIs so a contributor can write a module that plugs in without having to understand the entire codebase. Comment your code so that, if someone does need to read it, they have a better chance of understanding it. In addition to the basic code, you should provide tools, tests, and examples and sample code.
  16. 16. Many projects stop right here: “Here’s the code, have fun! Why doncha submit a PR sometime?” Well, no. You need more than code. This checklist from GitHub is a useful reminder of the basic bill of materials that you should include with your project upon launch.
  17. 17. But you can and should do more. As an example, for Style Dictionary, an open source project from Amazon, my colleagues Danny Banks and Charles Dorner went well beyond those basics.
  18. 18. Good documentation is crucial, and it may be the most difficult thing for a project to achieve. Technical writing is a very different skill from coding; people who are good at both are rare. But documentation is also the most important thing, after the code itself, that you can do to attract people to your project. You must make good documentation happen for your code. I know it's not easy. I have been in conference sessions discussing the eternal problem of documentation, and the answer some projects came to was to pay an expert to do it. Which is a perfectly valid option. 18
  19. 19. Bonus points for looking good: stylish documentation is easier for humans to read and absorb. 19
  20. 20. But “good” documentation is not enough. What you really need to do is help people understand what a technology is about – and how they can use it to kick ass. I learned this years ago from Kathy Sierra's wonderful blog, “Creating Passionate Users.” She said: Don’t tell users how awesome your product is – tell them how awesome THEY can be using it.” Better yet, TEACH them.
  21. 21. Many different kinds of content can be useful in teaching people about technology; this list is not exhaustive, but these are ones we’ll go a little deeper on today.
  22. 22. There are a lot of different terms and styles of technical papers, used differently at different companies, and they’ve all evolved over the years. Don’t get hung up on the terminology, just think of a general category of deep technical content which could include use cases, architectures, how-to’s, etc. This might be shared as a blog post, a paper, or a conference talk. It should be rich and deep. My experience with the AWS Open Source blog is that our audience has a big appetite for deeply technical content, and they love hands-on exercises. One of our more popular recent posts was 4600 words about Running Open Distro for Elasticsearch on Kubernetes, written by a security engineer at Ring. Again: don’t just tell people that your technology is great, show them how they can kick ass with it!
  23. 23. Yes, you should definitely have a blog. Types of posts may include technical deep dives, release announcements, events, news snippets – whatever is important and interesting to your audience. There is no canonical length for a blog post – use the words you need to cover the topic, no more and no less. If you’ve got a lot of text, break it up and make it visually interesting with graphics and headings. Keep in mind that blogs were designed to be chronological, which is not the best way for readers to locate specific information. Use elements like categories and tags to help them navigate.
  24. 24. Video is a popular way to share knowledge, and many formats and topics are appropriate. However, the vast majority of users don’t get past minute 3 of any video, so keep it short. Put it on YouTube for findability. Subtitles or captions are great for accessibility and also to help with comprehension among people who read a second language better than they speak it – which is true in a lot of the world.
  25. 25. Getting coverage in the trade press, both print and online, can useful. You may want to get professional help on this, because anything press-related is more an art than a science. Press relations is actually a lot about press relationships.
  26. 26. These are NOT beasts that you can easily harness to your marketing needs. Trying to game them is risky and usually counter-productive. But they can drive a lot of traffic and discussion. If your project ends up on Hacker News or Reddit, you should monitor whatever discussion is going on, and be prepared to step in – carefully.
  27. 27. For some projects and technologies, articles in refereed journals may be appropriate. Be aware that even a short article for one of these can be a lot of work.
  28. 28. Books are a great marketing tool, and possibly a career boost. But be aware that a book is an insane amount of work, may go out of date pretty quickly, and not all tech books are successful. Even the successful ones don’t make much money – certainly not enough to cover the time you put into them. Yes, that’s a new book from Brendan Gregg and, yes, I edited this one, too.
  29. 29. A logo with personality is a great asset. You can make it into stickers, t-shirts, and other schwag, which people will want even if they’re not using your thing –and that’s free advertising! This is the Style Dictionary chameleon. Other good examples are the Docker whale and the GitHub octocat - all of them are cute and extensible.
  30. 30. Days-long classroom training is not as common as it used to be. It’s been replaced by online, interactive, video-based courses, and shorter tutorials that might be given in half a day or a couple of hours, say in conjunction with a conference. All of this is good to have – again, it’s all about helping your customers learn how to kick ass with your technology.
  31. 31. When you set out to create various kinds of content, keep in mind how much time it's likely to take. My source for this is my partner Brendan Gregg, who has done most of these, and, being a performance engineer, he measures things.
  32. 32. All this may be feeling a bit daunting – you may be wondering how you can even get started. Here are some shortcuts, places to look for inspiration and answers to help you develop useful content, or at least figure out what questions people are asking. 32
  33. 33. So, now you’re creating all kinds of content, you need a place to put it. Here are some options.
  34. 34. You also need to drive traffic to it, and, over time, you will likely find that most of your traffic comes from search engines. So you'll need to know something about search engine optimization. It's an arcane art, whose best practices change constantly. Very broadly, getting attention from search engines involves creating lots of relevant content, with the right keywords, and keeping it fresh. code and documentation count a lot, but other material helps. 34
  35. 35. You can help both search engines and people find what they're looking for by using keywords, tags, and categories as available on whatever platform you're using. 35
  36. 36. Meetups, talks, and conferences are useful both to generate content and to share it. Think of your presentations as content. Use the same tools and techniques to drive attendance and awareness to them as you would for anything else.
  37. 37. Social media is useful for getting traffic to projects and content, and for fostering conversation. Which channel is best? As always, it's about the customers: go where your audience is.
  38. 38. Again, go where your community is – every community is different in its communications preferences. You need to keep an eye on any forum where your project is or might be discussed.
  39. 39. You could leave this talk right now and you'd have gained some useful knowledge. But since you're still here, I'm going to let you in on the secret that has guided most of my career.
  40. 40. The secret is: everything that touches the customer is marketing. EVERYTHING.
  41. 41. Think about air travel. Every touchpoint and interaction around an airline trip affects your overall satisfaction, and there are many opportunities for someone to screw it up and ruin your day. The same is true for your project. The experience of your open source project includes every piece of code, content, and collateral, AND ALSO every interaction, with every person involved. It ALL matters.
  42. 42. A healthy community is an important part of the overall experience of your project. You need a code of conduct, and you need to enforce it. Diversity matters. Open source is even LESS diverse than tech overall, and we are all missing out on potential contributors, which is a stupid waste of talent. Some communities have been successful because they have worked from the beginning to be inclusive. Also think about diversity of contribution: does your project value and recognize other kinds of contribution than just code? Responsiveness: If someone asks a question or reports a bug or submits a pull request, do they get an answer quickly? And is it a kind answer? Related to that…
  43. 43. Do NOT tolerate brilliant jerks in your project: they are not worth the damage they cause. 43
  44. 44. Let's go back to this definition: I said that everything that touches the customer is marketing. Now think it through. If everything that touches the customer is marketing, then... the question is... 44
  45. 45. 45
  46. 46. My colleague Charles Dorner for the materials and insights on some of these slides. My partner Brendan, because we always help each other with our talks, and he helped a lot with this one. My friend Laura Ramsey for paving the way in marketing technology and open source, and sharing stories of how it was done at Sun long before I got there. And also for direct help and ideas for this talk.

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