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Established0 of 0

Foundation

Start here. Why, what kind of org, and what you have inherited.

1.Know your drivers

Before anything else, be honest about why you are doing this. The reasons that hold up over time are risk, better engineering, money and strategy, talent, and transparency. A clear driver decides which jobs matter first.

Ask yourself
  • Can you state, in one sentence, why your organization is taking on open source ownership?
  • Which of the five drivers is actually yours: reducing legal and security risk, better engineering practice, financial and strategic benefit, attracting talent, or transparency?
  • Would your leadership recognize that reason as worth funding?
Your status
2.Identify your organization type

What fits five people will not fit five thousand. A public body, a company, a university, and a non-profit face different drivers and take different paths. Naming your type early stops you copying a roadmap built for someone else.

Ask yourself
  • Which type are you: for-profit business, educational, public sector, or non-profit?
  • Are you closer to five people or five thousand, and does your plan reflect that?
  • Which drivers does your type make non-negotiable (for example, transparency duties for public bodies)?
Your status
3.Understand the jobs you have inherited

Leaving a proprietary vendor does not remove work. It transfers it. The vendor handled governance, legal, security, and staying engaged with the open source it built on, all priced into the licence. Those four jobs are now yours whether or not you build an office.

Ask yourself
  • Do you understand that the licence fee was paying for work, not just software?
  • Can you list the four jobs a vendor used to do for you?
  • Have you accepted that you can skip the office but not the jobs?
Your status
4.Baseline where you stand today

You cannot plan a route without a starting point. Take an honest reading of where you already are before you decide what to build. Our Digital Sovereignty Self-Assessment answers "where you are" to this roadmap's "what to own".

Ask yourself
  • Do you know, roughly, how mature your current open source practice is?
  • Have you run a baseline assessment rather than guessing?
  • Do you have a rough business case: what the current situation costs and what change would cost?
Your status
5.Find the unowned jobs

The real danger is not the job done badly. It is the job nobody knows they own. Walk the four jobs and mark each one owned, partly owned, or unowned. The unowned ones are where the next incident comes from.

Ask yourself
  • For each of the four jobs, can you name a person or a partner who owns it?
  • Which jobs are currently owned by nobody?
  • Which unowned job would hurt most if it failed tomorrow?
Your status
6.Decide what you own and what a partner owns

Not every job has to be internal. Each one is either yours to place with a named internal owner, or a partner you choose deliberately. Choosing a partner is still ownership. Drifting into dependence is not.

Ask yourself
  • For each job, have you decided internal ownership versus a chosen partner on purpose?
  • If a partner owns a job, could you take it back or move it without being trapped?
  • Do your partner arrangements protect your data portability and your exit?
Your status
7.Secure an executive sponsor

Someone senior has to fund the work and give it a mandate, and that person is not the same as the operational owner. Without a sponsor, the jobs stay everyone's problem and therefore no one's. This is the step that bridges intent into the grid.

Ask yourself
  • Is there a senior person who has agreed to fund and mandate this work?
  • Is the sponsor clearly distinct from the day-to-day operational owner?
  • Does the sponsor have the authority to resolve conflicts across departments?
Your status
8.Plan for the people, not just the technology

Moving people to new ways of working is the hard half of this. Expect roughly half your effort to go here, not into tools. This node is a deliberate signpost; the how-to for the people side lives inside every other node's depth.

Ask yourself
  • Have you budgeted real effort for change management, not just for tools and licences?
  • Do you know whose daily work each change will affect, and have you involved them?
  • Is there an error culture that lets teams try, fail, and adjust without blame?
Your status

Governance & Standards

Deciding what is allowed and what you standardize on.

Getting Started: Minimum viable ownership. Quick wins, name the owners, stop the bleeding.
1.Take stock of current open source use

You cannot govern what you cannot see. Find out where open source is already used, who uses it, who contributes, and where the gaps are. The inventory is the ground truth every later governance decision stands on.

Ask yourself
  • Do you have a current picture of which open source components you actually run?
  • Do you know who uses them and who, if anyone, maintains them?
  • Where are you depending on something with no owner and no plan?
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2.Name who owns what is allowed

Someone has to own the answer to "can we use this?". Name that person or role now, even informally. An unowned "what is allowed" question defaults to either paralysis or a free-for-all.

Ask yourself
  • Is there a clear answer to who decides what open source is allowed?
  • Do teams know where to bring that question?
  • Is the current answer a named person, or is it nobody?
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3.Stand up a single source of truth

Decisions and rules need one home everyone trusts. A basic wiki or site where policy, approved lists, and processes live beats knowledge scattered across inboxes. Start simple; the point is one place, not a perfect place.

Ask yourself
  • Is there one place people go for open source rules and decisions?
  • Is it current, or has it quietly drifted out of date?
  • Could a new joiner find your policy without asking three people?
Your status
Formalization: Legitimacy and permanence. Policy, process, budget, standards.
4.Adopt an open source policy

A short, real policy covering how you use, contribute to, and publish open source turns ad-hoc decisions into a standard. It does not need to be long. It needs to be adopted, known, and applied.

Ask yourself
  • Do you have a written policy for using, contributing to, and publishing open source?
  • Has it actually been adopted, or is it a draft nobody follows?
  • Do teams know it exists and what it asks of them?
Your status
5.Establish a governance body and decision process

As use grows, single decisions need a place to be made and recorded. A lightweight body with a clear decision process keeps standards coherent without becoming a bottleneck. Match its weight to your size.

Ask yourself
  • Is there a defined way that cross-cutting open source decisions get made?
  • Are decisions recorded so they do not get relitigated every time?
  • Is the process fast enough that teams do not route around it?
Your status
6.Standardize and document core processes

The recurring work, from approving a component to publishing a repo, should run the same way every time. Documented playbooks turn heroics into routine and make the practice survive a key person leaving.

Ask yourself
  • Are your core open source processes written down, or held in someone's head?
  • Would the practice survive its most knowledgeable person leaving?
  • Do teams follow the documented process or improvise each time?
Your status
7.Build internal capability

People need the skills and confidence to do these jobs. A basic open source primer and a network of champions across teams spreads capability so it does not concentrate in one overloaded expert.

Ask yourself
  • Do your teams have the basic open source literacy the work needs?
  • Is there a network of champions, or a single point of failure?
  • Are you investing in capability, or assuming it will appear?
Your status
Scaling: External-facing. Catalogs, ecosystem, metrics, continuous improvement.
8.Secure sustainable funding and continuity

The work needs a budget line and a plan to survive turnover and shifting priorities. Continuity of strategy and executive support is as important as the money. This is what stops the effort dying with its founder.

Ask yourself
  • Is there a durable budget line, or is funding renegotiated every cycle?
  • Would the practice survive a change of leadership or a reorganization?
  • Is strategy documented well enough to outlast the current team?
Your status
9.Publish a catalog of governance services

At scale, make what you offer explicit: what teams can ask for, from a licence review to onboarding a new tool. A published catalog turns governance from a gatekeeper into a service.

Ask yourself
  • Do teams know what governance services they can actually request?
  • Is governance experienced as a service or as a checkpoint?
  • Could a team self-serve the common requests?
Your status
10.Run continuous feedback loops

A mature practice listens. Surveys, stakeholder councils, and regular reviews catch what is not working before it calcifies. Feedback keeps standards fit for the people who have to live with them.

Ask yourself
  • Do you have a regular way to hear how the practice is landing?
  • Do you act on the feedback, or just collect it?
  • Are the people bound by your standards represented in shaping them?
Your status

Legal & Compliance

Keeping you legal: licences, IP, procurement.

Getting Started: Minimum viable ownership. Quick wins, name the owners, stop the bleeding.
1.Name a licence-compliance owner

One person or role needs to own licence and compliance questions. Even part-time, a named owner means "is this licence a problem?" has somewhere to go instead of being ignored until it becomes a lawsuit.

Ask yourself
  • Is there a named owner for licence and compliance questions?
  • Do developers know who to ask before pulling in a new dependency?
  • Is that ownership real, or a line in a job description nobody acts on?
Your status
2.Pre-approve a short list of licences

Deciding in advance which licences are fine to use removes a decision from every project. A short allow-list, with a clear path for exceptions, lets teams move fast safely instead of stopping to ask each time.

Ask yourself
  • Have you decided which licences are pre-approved for use?
  • Is there a clear, quick path for the exceptions?
  • Do developers know the list, or do they guess?
Your status
3.Write a safe-use checklist for external software

A simple checklist for bringing in outside open source, covering licence, health, and provenance, prevents the most common mistakes. It turns careful judgement into a repeatable step anyone can follow.

Ask yourself
  • Is there a checklist for safely adopting an external component?
  • Does it cover licence, project health, and where the code came from?
  • Is it used, or does adoption happen on instinct?
Your status
Formalization: Legitimacy and permanence. Policy, process, budget, standards.
4.Automate dependency and licence scanning

Manual licence checks do not scale past a handful of projects. Automated scanning of your dependencies catches licence conflicts and surprises early, in the pipeline, before they ship.

Ask yourself
  • Are your dependencies scanned automatically for licence issues?
  • Do conflicts get caught before release, or discovered later?
  • Is the scan wired into the pipeline, or run occasionally by hand?
Your status
5.Put open source into procurement and tenders

Your buying process is a lever most organizations never think to pull. Open-source-friendly clauses and tender criteria stop you signing new lock-in and push the market toward openness. This is where legal ownership meets real spending power.

Ask yourself
  • Do your contracts and tenders account for open source and avoid new lock-in?
  • Are exit and data-portability terms standard in what you sign?
  • Does procurement know what to ask for, or default to the incumbent?
Your status
6.Handle contribution IP cleanly

When your people contribute code, inbound and outbound, the IP has to be clear. A Contributor Licence Agreement or Developer Certificate of Origin keeps contributions clean and defensible without slowing them to a halt.

Ask yourself
  • Is the IP position clear when your staff contribute to a project?
  • Do you use a lightweight sign-off (DCO) or a signed agreement (CLA) where each is warranted?
  • Could a contribution later be challenged because the IP was never settled?
Your status
Scaling: External-facing. Catalogs, ecosystem, metrics, continuous improvement.
7.Monitor compliance continuously

Compliance is not a one-time gate. Continuous monitoring keeps you legal as dependencies, licences, and regulations change under you. It turns compliance from an audit panic into a steady state.

Ask yourself
  • Do you monitor compliance continuously, or only at audit time?
  • Would you notice if a dependency changed its licence?
  • Is monitoring owned, or does it lapse between crises?
Your status
8.Offer legal advisory as a service

A mature legal practice publishes what it can do for teams, from a quick licence question to due diligence on an acquisition. Making advisory a visible service means people use it early, when it is cheap, not late, when it is expensive.

Ask yourself
  • Can teams easily get a legal read on an open source question?
  • Is that advisory offered proactively, or only when something breaks?
  • Does it cover the bigger events, like due diligence in a merger or outsourcing deal?
Your status
9.Run a regulatory radar

Regulation is moving fast: the Cyber Resilience Act, the AI Act, export controls, data sovereignty rules. Someone should be scanning the horizon and translating what is coming into plain guidance for your developers before it becomes a deadline.

Ask yourself
  • Is anyone tracking incoming regulation that will affect your open source use?
  • Does that scanning get translated into concrete developer guidance?
  • Would a new obligation reach your teams before or after it took effect?
Your status

Technical Oversight & Security

Keeping it running and secure: repositories, quality, the supply chain.

Getting Started: Minimum viable ownership. Quick wins, name the owners, stop the bleeding.
1.Name a security and maintenance owner

The job of keeping your open source running and safe needs a name attached. Without an owner, patching and maintenance become the thing everyone assumes someone else is doing, until an unpatched hole proves otherwise.

Ask yourself
  • Is there a named owner for open source security and maintenance?
  • Do people know who is responsible when a vulnerability lands?
  • Is maintenance owned, or is it nobody's explicit job?
Your status
2.Stand up a central, trusted code repository

A single trusted place for code, with the basic infrastructure around it, is the foundation for every technical job that follows. Scattered, ad-hoc repositories make security, quality, and collaboration impossible to do well.

Ask yourself
  • Is your code in a central, trusted repository, or scattered?
  • Is the supporting infrastructure (access, backup, comms) in place?
  • Could you answer "where does our code live?" with one clear answer?
Your status
3.Set a basic security baseline

Agree the minimum security practices every project must meet, from access control to dependency hygiene. A baseline everyone clears beats a perfect standard nobody reaches. It is the floor that stops the obvious failures.

Ask yourself
  • Is there a minimum security bar every project is expected to meet?
  • Do teams know the baseline and clear it?
  • Are the obvious, preventable failures actually prevented?
Your status
Formalization: Legitimacy and permanence. Policy, process, budget, standards.
4.Establish incident and patch response

This is the security job at the centre of open source risk: watch for holes and patch them before they are exploited. A defined response process, with owners and timelines, is the difference between a quiet fix and a breach.

Ask yourself
  • Do you have a defined process for responding to a vulnerability?
  • Do you know how fast you can patch a critical issue across your stack?
  • When a serious flaw is disclosed, is it clear who acts and by when?
Your status
5.Automate vulnerability scanning

Scanning your source, your dependencies, and your deployed systems automatically surfaces known vulnerabilities before attackers find them. Manual review cannot keep pace with the rate at which new issues are disclosed.

Ask yourself
  • Are your code, dependencies, and running systems scanned for known vulnerabilities?
  • Do the findings reach the people who can fix them?
  • Is scanning continuous, or a periodic scramble?
Your status
6.Put quality gates into your build pipeline

Automated checks in your build pipeline, from required reviews to branch protection to test gates, stop problems entering the codebase. Quality enforced by the pipeline does not depend on anyone remembering.

Ask yourself
  • Does your pipeline enforce quality automatically before code merges?
  • Are branch protections and required checks actually on?
  • Can risky changes bypass the gates when someone is in a hurry?
Your status
7.Secure the software supply chain

Knowing exactly what is in your software, through a software bill of materials, lock files, and package-health checks, lets you respond fast when a dependency is compromised. The supply chain is now a primary way in for attackers.

Ask yourself
  • Do you have a bill of materials for what your software actually contains?
  • Could you find every place a compromised package is used, quickly?
  • Do you check the health and origin of what you pull in?
Your status
8.Mandate open standards and interoperability

A modular open source stack can quietly rebuild lock-in if the pieces only work together their own way. Requiring open standards and interoperability at the architecture level keeps your freedom to swap components real.

Ask yourself
  • Do your architecture rules require open standards and interoperable interfaces?
  • Could you replace one component without rebuilding the rest?
  • Are you avoiding a new lock-in dressed up as an open stack?
Your status
9.Govern the software lifecycle

Software should move through a defined path: vetted, sandboxed, then deployed. Governing that lifecycle stops unvetted tools reaching production and gives you a clear record of what is running and why.

Ask yourself
  • Is there a defined path from evaluating a tool to running it in production?
  • Does unvetted software reach production, or is it stopped?
  • Do you know why each thing in production is there?
Your status
10.Adopt InnerSource for internal projects

Applying open source ways of working, transparency, shared ownership, easy contribution, to your internal projects breaks down silos and spreads code across teams. It is the practice run for contributing externally.

Ask yourself
  • Do teams collaborate on internal code the way open source communities do?
  • Can one team contribute to another's project easily?
  • Is internal code shared, or locked inside single teams?
Your status
Scaling: External-facing. Catalogs, ecosystem, metrics, continuous improvement.
11.Curate a catalog of vetted open source

A maintained list of open source that has been checked and approved lets teams adopt with confidence and speed. It turns the safe-use checklist into a ready-made shelf, so good choices are the easy choices.

Ask yourself
  • Is there a curated set of vetted open source teams can adopt safely?
  • Are the safe choices also the easy, default choices?
  • Is the catalog maintained, or has it gone stale?
Your status
12.Build technical metrics and dashboards

You cannot improve what you do not measure. Dashboards for patch latency, dependency health, and coverage make the technical practice visible and give you the evidence to steer it and to defend its budget.

Ask yourself
  • Can you see the health of your technical open source practice at a glance?
  • Do you measure things like patch latency and dependency health?
  • Do the metrics drive decisions, or just decorate a report?
Your status

Community & Ecosystem

Contributing back. This is security, not charity.

Getting Started: Minimum viable ownership. Quick wins, name the owners, stop the bleeding.
1.Start giving back

Contributing back starts small: report a bug, fix a typo, adopt the mindset that you are a participant, not just a consumer. This is security, not charity: the projects you depend on stay healthy because people like you help.

Ask yourself
  • Has your organization ever contributed anything back to a project it relies on?
  • Do your people see themselves as participants or just consumers?
  • If every user gave back as little or as much as you do, would the projects you depend on be healthier or weaker?
Your status
2.Name a contribution owner

Giving back needs an owner too, or it stays a good intention. A named person to encourage, coordinate, and unblock contribution turns sporadic goodwill into a practice your organization can rely on.

Ask yourself
  • Is there someone who owns encouraging and coordinating contribution?
  • Do people who want to contribute know who can unblock them?
  • Is giving back owned, or left to chance?
Your status
Formalization: Legitimacy and permanence. Policy, process, budget, standards.
3.Write a contribution policy and clear pathways

People contribute more when the path is obvious and sanctioned. A clear policy on how and when staff can contribute, with the IP questions already answered, removes the friction and the fear that stop most contributions.

Ask yourself
  • Do your people know how they are allowed to contribute, and when?
  • Is the path clear, or does every contribution need a special case?
  • Have the IP and approval questions been answered in advance?
Your status
4.Support the maintainers you depend on

Critical projects are often held up by a few unpaid maintainers. Sponsoring or supporting them protects your own supply chain. It is direct risk reduction: the health of code you rely on is not someone else's problem.

Ask yourself
  • Do you know which maintainers hold up the projects you depend on?
  • Do you support them, financially or with contribution time?
  • What happens to you if a critical maintainer burns out?
Your status
5.Build a pipeline for publishing your own code

Releasing your own code well needs a repeatable path: inventory what could be opened, prioritize, get it release-ready, and assign a maintainer. A pipeline means publishing is a routine, not a one-off heroic effort.

Ask yourself
  • Is there a repeatable process for open-sourcing your own code?
  • Do you decide what to publish deliberately, or never get to it?
  • Does published code get a maintainer, or get abandoned?
Your status
Scaling: External-facing. Catalogs, ecosystem, metrics, continuous improvement.
6.Run community programs

Hackathons, contributor awards, and mentorship turn contribution from a duty into something people want to do. Programs build the internal energy and the external relationships that keep the projects you depend on alive.

Ask yourself
  • Do you actively cultivate contribution through programs and events?
  • Is contributing something people are recognized and rewarded for?
  • Are you building relationships in the communities you depend on?
Your status
7.Build a talent pipeline

University partnerships and open source engagement are a hiring channel and a reputation builder. Good engineers want to work where they can work in the open. A talent pipeline turns your open source practice into a recruiting advantage.

Ask yourself
  • Does your open source work help you attract and hire talent?
  • Do you have relationships with universities or training routes?
  • Is your practice visible enough that good people want to join it?
Your status
8.Develop the local implementer market

A healthy local market of providers who can support open source is part of your own resilience. Helping vendors move from selling licences to selling consultancy widens your choice of partners and reduces lock-in for everyone.

Ask yourself
  • Is there a healthy local market of partners who can support your open source?
  • Are you helping grow that market, or waiting for it to appear?
  • Would you have real choice if your current partner failed?
Your status
9.Manage foundation and consortium memberships

Joining and helping lead the foundations behind key projects buys influence over their direction and early sight of change. Treat memberships as a portfolio with a real return-on-investment review, not a collection of logos.

Ask yourself
  • Are your foundation memberships chosen for influence, or accumulated by habit?
  • Do you review what each membership actually returns?
  • Do you have a voice in the projects that matter most to you?
Your status
10.Publish impact reports

Telling the story of what your open source practice achieves, in public, builds credibility, accountability, and momentum. Impact reports turn quiet good work into a reputation and a reason to keep investing.

Ask yourself
  • Do you tell the story of your open source impact, publicly?
  • Can you show what the practice has actually delivered?
  • Does the reporting build support for continued investment?
Your status