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[perl5.git] / Porting / vote_admin_guide.pod
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1=encoding utf8
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3=head1 NAME
4
5vote_admin_guide - Perl Governance Vote Administrator Guide
6
7=head1 Running a Steering Council nomination process
8
9Announce the nomination period to the Perl Core mailing list. Be explicit
10about the end time. Set a calendar reminder for yourself for when it's
11time to close the nominations and begin the voting.
12
13Remember that inactive Core Team members may not participate in the nomination
14or voting process. The governance document is clear that inactive members may
15not declare themselves active when a vote is proposed, which includes the
16nomination process.
17
18If someone outside the Core Team is nominated, contact them to confirm that
19they accept the nomination. If they do, ask the Steering Council to add
20them as a moderated member of the Perl Core list for the duration of the
21election and invite them to offer a statement on their candidacy to the
22list.
23
24Before the end of the nomination period, remind everyone of the schedule
25and share the current list of nominees to confirm you aren't missing
26anyone.
27
28At the end of the nomination period, notify the Perl Core list of the list
29of nominees and set their expectations for when you'll be opening the
30voting period.
31
32=head1 Using CIVS
33
34We are using L<Condorcet Internet Voting Service|https://civs.cs.cornell.edu/>
35(CIVS), which is pretty easy to use, although it has a lot of options.
36
37First, bookmark that link, but realize that there are no user accounts.
38Whenever you create or participate in a poll, you'll get a unique URL, and you
39need to save it to come back to what you were doing before.
40
41=head2 Preliminary work
42
43You'll need to complete these steps.
44
45=head3 Get list of active Core Team member emails
46
47This can be found in the F<Porting/core-team.json> file.
48
49=head3 Remind Core Team members to opt-in their email address
50
51CIVS has a required opt-in to send polls out to an email address. The active
52Core Team members that would like to vote and haven't opted-in yet must use the
53following link with the email address they have in F<core-team.json>:
54L<https://civs1.civs.us/cgi-bin/opt_in.pl>
55
56=head2 Running an election on CIVS
57
58The following instructions describe steps to run an election.
59
60=head3 Creating a poll
61
62On the right sidebar of the CIVS landing page is a list of links, and the
63first one is Create a poll. Some of the things it asks for are simple:
64what's it called? Who is running it? It asks for an email address, and it
65has to work: that's where you're going to get all the links!
66
67Note that "day and time you plan to stop" is just a text box. It gets sent
68to the recipient in their invitation to vote. It does not schedule one
69dang thing, so you better set yourself a reminder to close the poll on
70time! Also, remember to think about time zones! (You are free to
71selfishly pick your local time.)
72
73The description box is limited HTML: you can put in C<< <p> >> and
74C<< <b> >> and C<< <ul> >> and C<< <a> >> and some other basics. Hit
75"preview" whenever you want. Also, you'll be able to see the email
76before you send it to everybody.
77
78The "names of choices" is line by line. Blanks are ignored. Again, use
79preview. Also, note that these will be presented to the voters in random
80order, so the order you put the candidates doesn't matter. (CIVS lets you
81force the ordering, but we don't use that.)
82
83The options you want are:
84
85 * How many choices will win: 3
86 * Private
87 * Enable detailed ballot reporting: true
88 * Enforce proportional representation: true
89 Assume maximizing rank of their favorite choice: true
90
91Leave all other options off.
92
93Then you can create the poll.
94
95=head3 Start the poll
96
97You'll get an email linking back to the poll's control page.
98
99B<BOOKMARK THE CONTROL PAGE!>
100
101Don't lose that link or you won't be able to administer the poll and you'll
102have to re-create it.
103
104From here, you can double check your settings. Some things, but not all,
105can be edited.
106
107If it looks good, click "start poll." You'll get a success page and can
108click "go back to poll control".
109
110=head3 Check how the email looks
111
112At the bottom, under "Add voters", enter your email address. Click "add
113voters." You'll get another success screen and can again "go back to poll
114control."
115
116Meanwhile, you'll get another email, this one linking you to the voting
117page itself. Proofread the email. Click the link. Proofread the page. If
118you want, cast your vote!
119
120At this point, you probably either need to start over - because you can't
121edit a poll once it's going - or you're good to proceed. If you need to
122start over, just close the poll (or not, but it seems polite to do so) and
123start over. Otherwise...
124
125=head3 Send the poll!
126
127This is the point of no return! Once you send the poll to the whole team,
128you'll look silly if you made a big mistake. That's okay, you can survive
129looking silly, but it's better to avoid it if you can.
130
131Put all the email addresses for the team into the "add voters" on the poll
132control page. There should be as many of these as there are team members.
133Double check! It's okay if you enter your email address, again. You won't
134be allowed to vote twice.
135
136Click "add voters." It will take a little while. (I think it does all the
137email sending synchronously.) When that's done, you can email the list to
138say the ballot has been sent.
139
140If you're told that some email addresses aren't authorized to vote, chase
141down these Core Team members that haven't opted-in their email address.
142
143=head3 Wait
144
145Now you just need to wait for the end date. Set a calendar alarm to remind
146yourself. Look at the poll control page once in a while to see how many votes
147were cast. Because votes can't be edited once cast, you could end the voting
148immediately once 100% of ballots have been cast, but don't expect this will
149actually happen.
150
151=head3 End the poll
152
153When it's time, go to the poll control page and click "end poll". You'll get
154dumped on a results page that will provide the three winners (and a bunch of
155other data). Use the "minimax" rule (the default). Everyone else will be able
156to access these results, so don't worry about copying anything but the winners.
157Inform the group!
158
159=head2 After an election
160
161In addition to notifying the Perl Core mailing list of the results, open a
162pull request to update perlgov.pod with the new Steering Council members.
163If a non-Core-Team candidate won, also add them to the Core Team list.
164
165Ask the outgoing Steering Council to:
166
167=over
168
169=item *
170
171edit the Perl Core mailing list admins to match the incoming Steering Council
172
173=item *
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7d47ba27 175update the L<GitHub "steering" team|https://github.com/orgs/Perl/teams/perl-steering-council/members> to match incoming Steering Council
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177=item *
178
7d47ba27 179request that the L<Perl NOC|https://noc.perl.org> update the perl-security list to include all incoming
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180Steering Council members (without removing outgoing members; the incoming Steering
181Council will decide whether this is needed)
182
183=back
184
185Update this guide with any clarifications or new information that will help
186the next Vote Administrator.
187
188Relax and congratulate yourself!
189
190=cut
191