propose tpa-rfc-13

policy.md

@@ -17,7 +17,9 @@ and add it to the above list.
 
 ## Proposed
 
-No policy is currently `proposed`.
+ * [TPA-RFC-13: Use OKRs for the 2022 roadmap](policy/tpa-rfc-13-okrs-for-roadmap)
+
+<!-- No policy is currently `proposed`. -->
 
 ## Standard
 

policy/tpa-rfc-13-okrs-for-roadmap.md

+---
+title: TPA-RFC-13: Use OKRs for the 2022 roadmap
+---
+
+[[_TOC_]]
+
+Summary: switch to OKRs and GitLab milestones to organise the 2022 TPA
+roadmap. Avoid a 2022 user survey. Delegate the OKR design to the team
+lead.
+
+# Background
+
+For the [2021 roadmap][], we have established a roadmap made of "Must
+have", "Need to have", and "Non-goals", along with a quarterly
+breakdown. Part of the roadmap was also based on a user [survey][].
+
+[survey]: https://gitlab.torproject.org/tpo/tpa/team/-/wikis/roadmap/2021#survey-results
+[2021 roadmap]: https://gitlab.torproject.org/tpo/tpa/team/-/wikis/roadmap/2021
+
+Recently, TPI started a process of setting OKRs for each
+team. Recently, the TPA team lead was asked to provide OKRs for the
+team and is working alongside other team leads to learn how to
+establish those, in peer-review meetings happening weekly. The TPA
+OKRs need to be presented at the October 20th, 2021 all hands.
+
+## Concerns with the roadmap process
+
+The 2021 roadmap is *big*. Even looking at the top-level checklist
+items, there are 7 "Must have" and "11 need to have". Those are a lot
+of bullet points, and it is hard to wrap your head around. 
+
+The document is 6000 words long (although that includes the survey
+results analysis).
+
+The survey takes a long time to create, takes time for users to fill
+up, and takes time to analyse.
+
+## Concerns with the survey
+
+The survey is also *big*. It takes a long time to create, fill up, and
+even more to process the results. It was a big undertaking the last
+time.
+
+# Proposal
+
+## Adopt the OKR process for 2022-Q1 and 2022-Q2
+
+For 2022, we want to try something different. Instead of the long
+"to-do list of death", we try to follow the "Objectives and
+Key-results" process ([OKR][]) which basically establishes three to
+five broad objectives and, under each one, 3 key results.
+
+[OKR]: https://en.wikipedia.org/wiki/OKR
+
+Part of the idea of using OKRs is that there are less of them: 3 to 5
+fits well in [working memory][].
+
+Key results also provide clear, easy to review items to see if the
+objectives has been filled. We should expect 60 to 70% of the key
+results to be completed by the end of the timeline.
+
+[working memory]: https://en.wikipedia.org/wiki/The_Magical_Number_Seven%2C_Plus_or_Minus_Two
+
+## Skip the survey for 2022
+
+We also skip the survey process this year. We hope this will save some
+time for other productive work. We can always do another survey later
+in 2022.
+
+## Delegate the OKR design to the team lead
+
+Because the OKRs need to be presented at the all hands on October
+20th, the team lead (anarcat) will make the call of the final list
+that will be presented there. The OKRs have already been presented to
+the team and most concerns have been addressed, but ultimately the
+team lead will decide what the final OKRs will look like.
+
+## Timeline
+
+ * 2021-10-07: OKRs discussed within TPA
+ * 2021-10-12: OKRs peer review, phase 2
+ * 2021-10-14: this proposal adopted, unless objections
+ * 2021-10-19: OKRs peer review, phase 3
+ * 2021-10-20: OKRs presented at the all hands
+ * 2021-Q4: still organised around the [2021 Q4 roadmap][]
+ * 2022-Q1, 2022-Q2: scope of the OKRs
+ * mid-2022: OKR reviews, second round of 2022 OKRs
+
+[2021 Q4 roadmap]: https://gitlab.torproject.org/tpo/tpa/team/-/wikis/roadmap/2021#q4
+
+# Deadline
+
+Considering the tight deadline of the OKR process, this proposal will
+be considered adopted within one week, by October 14th 2021.
+
+# Status
+
+This proposal is currently in the `proposed` state.
+
+# References
+
+See those introductions to OKRs and how they work:
+
+ * <https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/introduction/>
+ * <https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/set-objectives-and-develop-key-results/>