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The Community should be aware that this list is not exhaustive and that Steering may be asked to take on additional tasks depending upon needs of the Community and Partners.  Some of the detailed work listed below is delegated to others. Currently Samvera's Operations Adviser takes on much of the delegated work, but this will switch to Samvera's Community Manager when they are appointed.  The Steering Group will then have the additional task of guiding their work.


  • Regular calls

    • 12 90-minute Steering Group calls (usually one each month)

    • Several additional Finance Subcommittee calls (for subcommittee members)

    • three face to face SG meetings (normally winter retreat + Spring Partners + Connect)

  • Governance

    • Availability on wiki

      • MoU and LoA

    • Partnerships

      • Advice on readiness to become a Partner

      • Advice on Letter of Intent

      • Ongoing mentoring

      • Assessing and guiding applications

      • Maintenance of legal records

      • Maintenance of website and wiki information

      • Monitoring

    • CLAs

      • Maintenance of legal records

      • Management of edge-cases (UC etc)

    • Oversight and coordination

    • Applications (through DuraSpace)

    • Maintenance

    • Maintenance of legal documents

    • Annual Report

    • Trademark

    • Relationships with vendors

    • Expectations of Partners (them of us, us of them)

  • Financial

    • Agreeing priorities with Partners

    • Negotiating and agreeing Fiscal Sponsorship MoU

    • Monitoring and operating finances via Finance Subcommittee

    • Fund raising in conjunction with fiscal sponsor

    • Sponsorship of related conferences

  • Involvement in, and attendance at, meetings

    • Liaison with local committee and program committee

    • Logistical support

    • Soliciting and reviewing possible venues

    • Assistance with organization of event and program

    • Hosting and organization

    • Agenda planning

    • Agenda planning

    • Representation at other community events (eg, Hydra/Samvera Europe Group, US regional meetings)

    • Connect

    • Virtual Connect

    • Spring Partner meeting

    • Winter retreat

    • Other meetings

  • Codebase

    • Overview of health

    • Accessibility testing

  • Communication

    • Maintenance of mailing lists

    • Maintenance of website

    • Maintenance of domain names, DNS etc

    • Wiki gardening

  • Branding

    • Overseeing and protecting the Samvera "brand"

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