FAWKES INTERNAL DELIVERY PLATFORM: COMPREHENSIVE IMPLEMENTATION STRATEGY
EXECUTIVE SUMMARY
Fawkes is positioned as an open-source Internal Delivery Platform focused on DevSecOps automation, multi-cloud infrastructure provisioning, and DORA-driven excellence. The platform has established a solid technical foundation with Terraform-based infrastructure automation, workspace provisioning, and AWS support. However, to achieve MVP status and attract a vibrant contributor community, Fawkes requires strategic focus on three critical areas:
1. Integration & Cohesion: While individual tools are planned (Jenkins, Backstage, Spinnaker, etc.), the platform needs deeper integration patterns, a unified developer portal experience, and seamless GitOps workflows that tie components together into a cohesive delivery platform rather than a collection of tools.
2. Community & Documentation: The current documentation provides basic getting-started guidance, but lacks the comprehensive tutorials, architectural decision records, contributor onboarding materials, and learning curriculum (the âdojoâ concept) that will differentiate Fawkes and attract contributors, particularly those completing Platform Engineering University certifications.
3. Observability & Metrics Foundation: The platformâs commitment to DORA metrics and NPS measurement needs implementationâspecifically, automated collection of the four key metrics, dashboarding, and the feedback loops that will validate platform improvements and guide roadmap decisions.
The recommended path to MVP focuses on delivering a âDay 1 to Production in 1 Dayâ experience: a new team can provision infrastructure, deploy a sample application with full CI/CD, view DORA metrics, and access learning resourcesâall within 8 hours. This tangible value proposition, combined with strategic certification alignment and community building, positions Fawkes for rapid adoption and contributor growth.
GAP ANALYSIS MATRIX
IDP Capability Dimension | Current State | Target State | Gap Description | Industry Benchmark | Business Impact | Priority |
---|---|---|---|---|---|---|
Developer Self-Service | 2/5 | 5/5 | Infrastructure provisioning exists via scripts, but lacks service catalog, environment templates, or self-service portal. Developers must understand Terraform and cloud provider specifics. | Backstage with software templates, Humanitec, Port.io offering 1-click environment creation | HIGH - Direct impact on developer productivity and platform adoption | P0 |
Golden Paths & Templates | 2/5 | 5/5 | Java Spring Boot template exists; missing polyglot support (Python, Node.js, Go), reference architectures, and opinionated CI/CD pipeline templates | Spotifyâs Golden Paths, Netflixâs paved roads with 80% adoption rates | HIGH - Reduces cognitive load, accelerates onboarding | P0 |
Portal & Service Discovery | 1/5 | 5/5 | Backstage planned but not integrated. No service catalog, API documentation, or dependency visualization | Backstage with TechDocs, ServiceNow integration, Compass by Atlassian | HIGH - Critical for platform discoverability and adoption | P0 |
GitOps Maturity | 2/5 | 5/5 | Infrastructure-as-code present; lacking declarative application deployment, automated sync, rollback mechanisms | ArgoCD/Flux adoption with progressive delivery (Flagger), automated drift detection | MEDIUM - Important for operational excellence | P1 |
CI/CD Automation | 2/5 | 5/5 | Jenkins and Spinnaker planned but not deployed. Missing pipeline-as-code templates, automated testing gates, deployment strategies | GitHub Actions with reusable workflows, Tekton pipelines, automated canary deployments | HIGH - Core platform capability | P0 |
Observability Stack | 1/5 | 5/5 | OpenTelemetry, Prometheus, Jaeger, OpenSearch planned but not implemented. No DORA metrics collection | Grafana dashboards with DORA metrics, distributed tracing, log aggregation with correlation IDs | HIGH - Essential for metrics-driven improvement | P0 |
Security & Compliance | 3/5 | 5/5 | Security consciousness present with planned scanning. Missing policy-as-code (OPA), secrets management (Vault), SBOM generation, zero-trust implementation | Trivy/Snyk integration, OPA Gatekeeper, Vault, Falco runtime security, SLSA compliance | HIGH - Security is a differentiator | P1 |
Developer Experience (DevEx) | 2/5 | 5/5 | Workspace automation for macOS/Windows exists. Eclipse Che planned. Missing onboarding metrics, feedback loops, developer satisfaction tracking | <8 hour onboarding time, NPS >50, Inner Source portal, developer advocacy program | HIGH - Directly impacts adoption and retention | P0 |
Learning & Dojo Curriculum | 1/5 | 5/5 | Concept defined but not implemented. No structured learning paths, hands-on labs, or certification alignment | Dojo environments by Target, learning paths by ThoughtWorks, certification integration | MEDIUM - Differentiator for community building | P1 |
Multi-Cloud Abstraction | 2/5 | 4/5 | AWS supported via Terraform. Azure/GCP/VMware planned. Missing Crossplane implementation for true abstraction | Crossplane with provider-agnostic compositions, Cluster API for K8s management | MEDIUM - Important for enterprise adoption | P2 |
DORA Metrics Tracking | 1/5 | 5/5 | Philosophy articulated, but no automated collection, dashboarding, or team-level visibility | Automated collection via webhooks, team dashboards, trend analysis, benchmark comparisons | HIGH - Core value proposition | P0 |
NPS & Feedback Loops | 1/5 | 4/5 | NPS mentioned as success metric but no collection mechanism implemented | Quarterly NPS surveys, in-app feedback, user interviews, satisfaction dashboards | MEDIUM - Essential for continuous improvement | P1 |
API & Extensibility | 2/5 | 4/5 | Modular scripts and Terraform modules provide some extensibility. Missing plugin architecture, webhook system, or API layer | Backstage plugin ecosystem, Kubernetes operator pattern, webhook integrations | MEDIUM - Enables community contributions | P2 |
Multi-Tenancy & RBAC | 2/5 | 5/5 | Kubernetes RBAC available. Missing namespace-per-team automation, resource quotas, network policies, policy enforcement | Hierarchical namespaces, Capsule/vCluster for isolation, automated RBAC provisioning | MEDIUM - Required for production adoption | P2 |
Documentation Quality | 3/5 | 5/5 | Getting started guide exists. Missing architecture docs, ADRs, troubleshooting guides, video tutorials, API docs | GitBook/Docusaurus site, OpenAPI specs, architecture diagrams (C4 model), video walkthroughs | HIGH - Critical for contributor onboarding | P0 |
Testing & Validation | 3/5 | 5/5 | InSpec tests present. Missing contract testing, chaos engineering, performance testing, automated security scanning | Contract tests (Pact), Chaos Mesh, k6 load testing, automated penetration testing | MEDIUM - Ensures platform reliability | P2 |
Gap Analysis Summary
Critical Gaps (P0 - MVP Blockers):
- Developer portal and self-service catalog
- CI/CD pipeline implementation and templates
- Observability stack deployment
- DORA metrics collection and dashboards
- Enhanced documentation and onboarding
- Golden path templates
High Priority (P1 - Early Post-MVP):
- GitOps implementation with ArgoCD/Flux
- Security tooling integration (scanning, secrets, policy)
- Learning curriculum and dojo environment
- NPS collection mechanism
Medium Priority (P2 - Roadmap Items):
- Crossplane for multi-cloud abstraction
- Advanced multi-tenancy features
- Plugin architecture
- Comprehensive testing frameworks
MVP SCOPE DEFINITION
MVP Vision Statement
âFrom Zero to Production in One Dayâ - A platform engineer or development team can provision a fully functional, secure, observable Kubernetes environment with sample application deployment, CI/CD pipelines, and DORA metric tracking within 8 hours.
MVP Success Criteria
- â 2-3 early adopter teams successfully deploy applications
- â All four DORA metrics automatically collected and visualized
- â 5+ external contributors make meaningful contributions
- â Core documentation complete with 90%+ coverage
- â Platform Engineering University certification integration announced
- â <4 hours from cluster provision to first application deployment
IN SCOPE (MVP Features)
1. Infrastructure Foundation â (Mostly Complete)
- AWS Kubernetes cluster provisioning via Terraform
- VPC, networking, security group automation
- Basic IAM and access controls
- Justification: Already implemented; foundational requirement
2. Developer Portal (Backstage)
- Backstage deployment with basic configuration
- Software catalog with 3-5 templates (Java Spring Boot, Python FastAPI, Node.js Express)
- TechDocs integration for documentation
- Service catalog showing deployed applications
- Justification: Single pane of glass for developer experience; critical for self-service
3. CI/CD Core Pipelines
- Jenkins deployment with Kubernetes plugin
- 2-3 golden path Jenkinsfiles (build, test, deploy)
- Basic Spinnaker integration for deployment strategies
- Automated Docker image building and scanning
- Justification: Core platform capability; enables continuous delivery
4. Observability Basics
- Prometheus deployment with basic metrics collection
- Grafana with DORA metrics dashboard (4 key metrics)
- OpenTelemetry collector configuration
- Basic log aggregation with OpenSearch
- Justification: Enables metrics-driven improvement and DORA tracking
5. GitOps Foundation
- ArgoCD or Flux deployment
- Git repository structure for declarative configuration
- Automated sync for platform components
- Rollback capabilities
- Justification: Alignment with DORA best practices; operational excellence
6. Security Scanning
- SonarQube deployment and integration with CI
- Container image scanning (Trivy)
- Basic secrets scanning (git-secrets or TruffleHog)
- Justification: DevSecOps foundation; security is non-negotiable
7. Golden Path Templates
- Java Spring Boot (existing)
- Python microservice with FastAPI
- Node.js/Express service
- Each with: Dockerfile, Jenkinsfile, K8s manifests, README
- Justification: Reduces time-to-first-deployment; demonstrates platform value
8. DORA Metrics Automation
- Webhook integrations for deployment events
- Automated calculation of 4 key metrics
- Team-level dashboard in Grafana
- Historical trending (30-day view)
- Justification: Core differentiator; validates platform value
9. MVP Documentation
- Comprehensive Getting Started (with video walkthrough)
- Architecture overview with diagrams
- Contributor guide with âgood first issuesâ
- Troubleshooting guide
- API/configuration reference
- Justification: Critical for adoption and contributor onboarding
10. Community Infrastructure
- GitHub Discussions enabled
- Slack/Discord community channel
- Bi-weekly office hours schedule
- Contributor recognition system
- Justification: Enables community building and support
OUT OF SCOPE (Post-MVP)
1. Multi-Cloud Support (Azure, GCP, VMware)
- Reasoning: AWS provides sufficient validation; multi-cloud adds complexity without immediate value demonstration. Crossplane can be introduced post-MVP for cloud abstraction.
2. Eclipse Che Browser-Based Workspaces
- Reasoning: Local workspace automation (macOS/Windows) is sufficient for MVP. Che requires significant setup and maintenance.
3. Advanced Security (Vault, OPA, Runtime Security)
- Reasoning: Basic scanning covers DevSecOps foundation. Advanced security tooling can follow once core platform proves value.
4. Spinnaker Advanced Deployment Strategies
- Reasoning: Basic canary/blue-green via Spinnaker is sufficient. Advanced strategies (traffic splitting, automated rollback) are optimization, not MVP requirements.
5. Comprehensive Dojo Curriculum
- Reasoning: Focus on platform functionality first. A âDojo Liteâ (3-5 learning modules) aligned with Platform Engineering University certs can be included post-MVP.
6. Advanced Observability (Jaeger, Distributed Tracing)
- Reasoning: Prometheus + basic logging covers observability. Distributed tracing adds complexity better addressed after teams are using the platform.
7. NPS Collection & Analysis
- Reasoning: Important for continuous improvement but not blocking for MVP. Simple surveys can be introduced within 30 days post-MVP.
8. Multi-Tenancy & Advanced RBAC
- Reasoning: Basic Kubernetes RBAC suffices for MVP with 2-3 teams. Advanced isolation (namespace hierarchies, resource quotas) comes with scale.
9. Crossplane for Infrastructure Abstraction
- Reasoning: Terraform modules provide sufficient abstraction for MVP. Crossplaneâs value emerges when supporting multiple clouds.
10. Performance Testing & Chaos Engineering
- Reasoning: Platform stability is more important than advanced testing at MVP. These practices are valuable for mature platforms.
PRIORITIZED IMPLEMENTATION PLAN
Phase 0: Foundation & Governance (Weeks 1-2)
Week 1: Project Governance & Setup
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Establish Project Governance Framework [2 days] 1.1. Create GOVERNANCE.md with decision-making process, maintainer roles, and voting procedures [0.5 days] 1.2. Define code of conduct based on Contributor Covenant [0.5 days] 1.3. Set up GitHub labels, issue templates, and PR templates [0.5 days] 1.4. Establish project charter with mission, vision, and values [0.5 days] â ïž Risk: Governance too heavy-handed can slow early momentum
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Communication Infrastructure [1 day] 2.1. Create Slack or Discord community workspace [0.25 days] 2.2. Set up GitHub Discussions with Q&A, Ideas, and Showcase categories [0.25 days] 2.3. Schedule bi-weekly office hours (initial schedule for 12 weeks) [0.25 days] 2.4. Create community calendar and meeting notes repository [0.25 days]
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CI/CD for Platform Repository [2 days] 3.1. Set up GitHub Actions for automated testing of Terraform modules [0.5 days] 3.2. Implement automated documentation generation [0.5 days] 3.3. Configure branch protection rules and required checks [0.5 days] 3.4. Create dogfooding environment for platform team [0.5 days] â Depends on: AWS account and credentials â ïž Risk: Infrastructure costs during development
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Architectural Decision Records (ADR) Process [1 day] 4.1. Create ADR template based on Michael Nygard format [0.25 days] 4.2. Document initial ADRs for key technology choices (Why Jenkins? Why Backstage? Why Terraform over Pulumi?) [0.75 days]
Week 2: Documentation Foundation & Planning
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Enhanced Documentation Structure [3 days] 5.1. Create documentation site structure (recommend Docusaurus or GitBook) [0.5 days] 5.2. Write architecture overview with C4 diagrams (Context, Container, Component) [1 day] 5.3. Document current vs. target state architecture [0.5 days] 5.4. Create initial API/configuration reference for Terraform modules [0.5 days] 5.5. Set up automated documentation deployment [0.5 days] â Depends on: ADRs from Task 4
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MVP Backlog Creation & Sprint Planning [2 days] 6.1. Create detailed GitHub issues for all MVP tasks with acceptance criteria [1 day] 6.2. Establish 2-week sprint cadence with retrospective template [0.25 days] 6.3. Prioritize and sequence work based on dependencies [0.5 days] 6.4. Identify âgood first issuesâ for community contributors [0.25 days]
Phase 1: Core Platform Infrastructure (Weeks 3-5)
Week 3: Backstage Developer Portal
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Backstage Initial Deployment [3 days] 7.1. Deploy Backstage using Helm chart to Kubernetes cluster [0.5 days] 7.2. Configure authentication (GitHub OAuth recommended) [0.5 days] 7.3. Set up PostgreSQL backend for catalog persistence [0.5 days] 7.4. Configure ingress and domain routing [0.5 days] 7.5. Integrate with GitHub for repository discovery [1 day] â Depends on: Kubernetes cluster from existing infrastructure â ïž Risk: Backstage configuration complexity; recommend starting with minimal plugins
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Software Templates Creation [4 days] 8.1. Create Backstage template for Java Spring Boot (adapt existing) [1 day] 8.2. Create Backstage template for Python FastAPI microservice [1 day] 8.3. Create Backstage template for Node.js Express API [1 day] 8.4. Test each template end-to-end (scaffold â deploy â verify) [1 day] â Depends on: Task 7 Note: Each template must include Dockerfile, Jenkinsfile, K8s manifests, README
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TechDocs Integration [2 days] 9.1. Enable TechDocs plugin in Backstage [0.5 days] 9.2. Create docs-as-code structure in template repositories [0.5 days] 9.3. Configure automated documentation generation [0.5 days] 9.4. Create sample documentation for each template [0.5 days] â Depends on: Task 7
Week 4: CI/CD Core Implementation
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Jenkins Deployment & Configuration [3 days] 10.1. Deploy Jenkins using Helm chart with persistent storage [0.5 days] 10.2. Configure Kubernetes plugin for dynamic agent provisioning [1 day] 10.3. Install required plugins (Git, Docker, Pipeline, Kubernetes) [0.5 days] 10.4. Set up credentials and service accounts [0.5 days] 10.5. Configure Jenkins Configuration as Code (JCasC) [0.5 days] â Depends on: Kubernetes cluster â ïž Risk: Jenkins scalability; consider Jenkins X or Tekton as alternatives
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Golden Path Jenkinsfiles [4 days] 11.1. Create shared library for common pipeline functions [1 day] 11.2. Build Jenkinsfile template for Java builds (Maven/Gradle) [1 day] 11.3. Build Jenkinsfile template for Python (pytest, coverage) [1 day] 11.4. Build Jenkinsfile template for Node.js (npm, jest) [1 day] â Depends on: Task 10 Note: Each Jenkinsfile must include: checkout, build, test, scan, containerize, push, deploy stages
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Container Registry Setup [1 day] 12.1. Deploy Harbor or configure AWS ECR integration [0.5 days] 12.2. Configure RBAC and repository structure [0.25 days] 12.3. Integrate with Jenkins pipelines [0.25 days] â Depends on: Task 10
Week 5: Security & GitOps Foundation
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SonarQube Deployment & Integration [2 days] 13.1. Deploy SonarQube using Helm chart [0.5 days] 13.2. Configure PostgreSQL for SonarQube data [0.25 days] 13.3. Create quality gates and profiles [0.5 days] 13.4. Integrate with Jenkins pipelines [0.5 days] 13.5. Configure webhooks for PR decoration [0.25 days] â Depends on: Task 10
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Security Scanning Implementation [2 days] 14.1. Integrate Trivy for container image scanning [0.5 days] 14.2. Add git-secrets or TruffleHog to pipelines [0.5 days] 14.3. Configure security gates in pipelines (fail on high/critical vulnerabilities) [0.5 days] 14.4. Create security scanning reports in Jenkins [0.5 days] â Depends on: Task 11
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GitOps with ArgoCD [3 days] 15.1. Deploy ArgoCD using Helm chart [0.5 days] 15.2. Configure GitHub repositories for application definitions [0.5 days] 15.3. Create application sets for multi-environment deployments [1 day] 15.4. Implement automated sync and rollback policies [0.5 days] 15.5. Integrate with Backstage for visibility [0.5 days] â Depends on: Task 7 Alternative: Flux CD if GitOps Toolkit approach preferred
Phase 2: Observability & Metrics (Weeks 6-8)
Week 6: Observability Stack Deployment
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Prometheus & Grafana Setup [3 days] 16.1. Deploy Prometheus Operator using kube-prometheus-stack [0.5 days] 16.2. Configure ServiceMonitors for Jenkins, Backstage, ArgoCD [1 day] 16.3. Deploy Grafana with pre-configured datasources [0.5 days] 16.4. Set up alerting rules for critical platform components [1 day] â Depends on: Previous infrastructure tasks â ïž Risk: Prometheus storage sizing; consider Thanos for long-term retention
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OpenTelemetry Collector Configuration [2 days] 17.1. Deploy OpenTelemetry Collector as DaemonSet [0.5 days] 17.2. Configure receivers for logs, metrics, and traces [0.5 days] 17.3. Set up exporters to Prometheus and OpenSearch [0.5 days] 17.4. Instrument sample applications with OTel SDKs [0.5 days] â Depends on: Task 16
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OpenSearch for Log Aggregation [3 days] 18.1. Deploy OpenSearch cluster using Helm chart [1 day] 18.2. Configure Fluent Bit for log collection [0.5 days] 18.3. Create index patterns and dashboards [0.5 days] 18.4. Set up log retention policies [0.5 days] 18.5. Integrate with Grafana for unified view [0.5 days] â Depends on: Task 17 â ïž Risk: OpenSearch resource requirements; consider starting with single-node for MVP
Week 7: DORA Metrics Implementation
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DORA Metrics Data Collection [4 days] 19.1. Design webhook receivers for deployment events (Jenkins, ArgoCD, Spinnaker) [1 day] 19.2. Implement deployment frequency metric collection [0.5 days] 19.3. Implement lead time for changes calculation (Git commit â deployment) [1 day] 19.4. Implement change failure rate tracking (deployment â incident correlation) [1 day] 19.5. Implement time to restore service measurement [0.5 days] â Depends on: Tasks 10, 15, 16 Technical Approach: Create lightweight Go/Python service to receive webhooks and write to Prometheus
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DORA Metrics Dashboard [2 days] 20.1. Create Grafana dashboard with all 4 key metrics [1 day] 20.2. Add team-level filtering and drill-downs [0.5 days] 20.3. Implement 30-day trending and historical views [0.25 days] 20.4. Add benchmark comparison (elite, high, medium, low performers) [0.25 days] â Depends on: Task 19
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DORA Metrics Documentation [1 day] 21.1. Document metric definitions and calculation methods [0.5 days] 21.2. Create guide for teams on improving metrics [0.25 days] 21.3. Add metrics to Backstage documentation [0.25 days]
Week 8: Spinnaker & Deployment Strategies
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Spinnaker Deployment [3 days] 22.1. Deploy Spinnaker using Halyard or Operator [1 day] 22.2. Configure Kubernetes provider for application deployments [0.5 days] 22.3. Integrate with Jenkins for artifact triggering [0.5 days] 22.4. Set up initial application and pipeline [1 day] â Depends on: Tasks 10, 15 â ïž Risk: Spinnaker complexity; consider alternatives like Argo Rollouts for simpler progressive delivery
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Deployment Strategy Templates [2 days] 23.1. Create blue-green deployment pipeline template [0.5 days] 23.2. Create canary deployment pipeline with automated analysis [1 day] 23.3. Create rolling deployment pipeline [0.5 days] â Depends on: Task 22
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Integration Testing & Validation [2 days] 24.1. Deploy test applications using each template [0.5 days] 24.2. Validate end-to-end workflows (code â CI â CD â observe) [1 day] 24.3. Document issues and create bug fix backlog [0.5 days]
Phase 3: Documentation & Community (Weeks 9-11)
Week 9: Comprehensive Documentation
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Getting Started Guide Enhancement [3 days] 25.1. Write detailed prerequisites section (tools, accounts, access) [0.5 days] 25.2. Create step-by-step walkthrough with screenshots [1 day] 25.3. Record video walkthrough (15-20 minutes) [1 day] 25.4. Add common pitfalls and troubleshooting section [0.5 days]
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Architecture Documentation [2 days] 26.1. Create C4 Context diagram showing system boundaries [0.5 days] 26.2. Create C4 Container diagram showing major components [0.5 days] 26.3. Create C4 Component diagrams for key subsystems [0.5 days] 26.4. Write narrative architecture description [0.5 days]
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Contributor Onboarding Guide [2 days] 27.1. Write development environment setup guide [0.5 days] 27.2. Create contribution workflow documentation [0.5 days] 27.3. Document coding standards and testing requirements [0.5 days] 27.4. Create âgood first issuesâ guide with 10-15 labeled issues [0.5 days]
Week 10: Dojo Curriculum Foundation
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Dojo Curriculum Design [3 days] 28.1. Map DORA 24 capabilities to Fawkes features [1 day] 28.2. Create learning path outline (5 modules) [0.5 days] 28.3. Align modules with Platform Engineering University certifications [0.5 days] 28.4. Define hands-on lab exercises for each module [1 day]
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Initial Learning Modules [4 days] 29.1. Module 1: Platform Overview & Setup (align with Getting Started) [1 day] 29.2. Module 2: CI/CD Golden Paths (hands-on pipeline creation) [1 day] 29.3. Module 3: Observability & DORA Metrics (dashboard creation) [1 day] 29.4. Module 4: GitOps & Deployment Strategies (canary deployment lab) [1 day] â Depends on: Task 28 Note: Each module should be 1-2 hours, include video, written guide, and hands-on exercise
Week 11: Launch Preparation
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Launch Content Creation [3 days] 30.1. Write launch blog post (1500-2000 words) [1 day] 30.2. Create social media announcement content [0.5 days] 30.3. Prepare demo environment and showcase video [1 day] 30.4. Draft email announcement for Platform Engineering University networks [0.5 days]
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Community Infrastructure Finalization [2 days] 31.1. Populate FAQ based on early testing feedback [0.5 days] 31.2. Set up contributor recognition system (all-contributors bot) [0.5 days] 31.3. Create roadmap visualization (GitHub Projects or external tool) [0.5 days] 31.4. Schedule launch-week office hours and AMA sessions [0.5 days]
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Final Testing & Bug Fixes [2 days] 32.1. Conduct end-to-end platform testing with external beta users [1 day] 32.2. Fix critical and high-priority bugs discovered [1 day] â Depends on: All previous tasks
Phase 4: MVP Launch & Iteration (Week 12)
Week 12: Launch Week
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Official Launch [1 day] 33.1. Publish launch blog post and documentation [0.25 days] 33.2. Announce on social media (Twitter/X, LinkedIn, Reddit) [0.25 days] 33.3. Submit to CNCF Landscape, Platform Engineering newsletter, DevOps communities [0.25 days] 33.4. Announce certification alignment and learning paths [0.25 days]
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Launch Week Activities [3 days] 34.1. Host daily live streams/office hours (5 sessions) [2 days] 34.2. Conduct AMA session with maintainers [0.5 days] 34.3. Engage with community feedback and questions [0.5 days]
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Post-Launch Metrics & Retrospective [1 day] 35.1. Analyze launch metrics (GitHub stars, clones, contributors) [0.25 days] 35.2. Review community feedback and prioritize next features [0.25 days] 35.3. Conduct team retrospective [0.25 days] 35.4. Update roadmap based on learnings [0.25 days]
COMMUNITY BUILDING PLAYBOOK
Pre-Launch (30 Days Before)
Weeks 1-2: Content Creation & Positioning
- â Write âWhy Fawkes?â positioning document highlighting DORA alignment
- â
Create technical deep-dive blog posts (3-4 articles):
- âBuilding an IDP from First Principlesâ
- âDORA Metrics Automation: Our Approachâ
- âZero Trust in Platform Engineeringâ
- âDojo-Style Learning for Platform Teamsâ
- â Produce demo video showing âZero to Deploy in 30 Minutesâ
- â Set up social media presence (Twitter/X, LinkedIn, Mastodon)
- â Prepare speaker abstracts for KubeCon, PlatformCon, DevOpsDays
Weeks 3-4: Relationship Building
- â
Reach out to Platform Engineering influencers:
- Luca Galante (Platform Engineering newsletter)
- Team Topologies authors (Manuel Pais, Matthew Skelton)
- CNCF ambassadors
- Platform Engineering University instructors
- â Submit Fawkes to CNCF Landscape (Developer Portal category)
- â Engage in Platform Engineering Slack communities
- â Create partnerships with complementary tools (propose integrations with Backstage, ArgoCD communities)
- â Identify 3-5 early adopter organizations for beta testing
- â Schedule guest appearances on platform engineering podcasts (Platform Engineering Podcast, DevOps Paradox)
Launch Week (Day-by-Day Plan)
Monday: The Big Announcement
- đ 8:00 AM ET: Publish launch blog post on GitHub and Medium
- đ 8:30 AM ET: Social media announcements (Twitter thread, LinkedIn post)
- đ 9:00 AM ET: Submit to Hacker News, Reddit r/devops, r/kubernetes
- đ 10:00 AM ET: Email announcement to Platform Engineering University community
- đ 2:00 PM ET: Live stream âFawkes Overview & Demoâ (1 hour)
- đ 4:00 PM ET: Office hours for questions and troubleshooting (1 hour)
- đ Evening: Monitor metrics, respond to comments, engage with community
Tuesday: Deep Dive - DORA Metrics
- đ Morning: Publish âHow Fawkes Automates DORA Metricsâ blog post
- đ„ 2:00 PM ET: Live stream âBuilding DORA Dashboardsâ hands-on workshop (1.5 hours)
- đŹ 4:00 PM ET: Office hours focused on metrics and observability
- đŻ Evening: Identify and label âgood first issuesâ for metrics enhancements
Wednesday: Developer Experience Focus
- đ Morning: Publish âGolden Paths: Reducing Developer Cognitive Loadâ article
- đ„ 2:00 PM ET: Live stream âCreating Custom Templates in Backstageâ (1 hour)
- đŹ 4:00 PM ET: Office hours for template contributions
- đ€ Evening: Reach out to early contributors, offer pairing sessions
Thursday: Security & Compliance
- đ Morning: Publish âDevSecOps in Fawkes: Shift-Left Securityâ article
- đ„ 2:00 PM ET: Live stream âImplementing Zero Trust Principlesâ (1 hour)
- đŹ 4:00 PM ET: Security-focused office hours
- đ Evening: Engage with InfoSec community (r/netsec, security Twitter)
Friday: Community & Future Roadmap
- đ Morning: Publish âFawkes Roadmap & How to Contributeâ article
- đ„ 2:00 PM ET: AMA with maintainers - âBuilding the Future of Platform Engineeringâ (2 hours)
- đ 4:00 PM ET: Virtual happy hour / celebration with early contributors
- đ Evening: Week retrospective, analyze metrics, plan next steps
Post-Launch Engagement Plan (First 90 Days)
Month 1: Momentum Building
Week 1-2: Rapid Response
- Daily monitoring of GitHub issues, discussions, and community channels
- 24-hour response time SLA for all questions
- Weekly âThis Week in Fawkesâ update posts
- Identify and onboard first 5 contributors with pairing sessions
- Create video tutorials based on common questions
Week 3-4: Content Expansion
- Publish case study from early adopter organization
- Create comparison guides: âFawkes vs. Humanitecâ, âFawkes vs. Building Your Own IDPâ
- Launch âPlatform Engineering Patternsâ blog series
- Submit talks to Q2 conferences (KubeCon EU, DevOpsDays events)
- Start bi-weekly community calls (open to all)
Month 2: Scaling Engagement
Focus: Contributor Growth
- Launch âContributor of the Monthâ recognition program
- Create specialized interest groups (SIGs):
- SIG Security
- SIG Multi-Cloud
- SIG Observability
- SIG Learning & Curriculum
- Host first contributor sprint (virtual, weekend hackathon)
- Partner with Platform Engineering University for certification integration workshop
- Publish first âState of Fawkesâ metrics report (adoption, contributions, DORA improvements)
Content Strategy
- 2 technical blog posts per week
- 1 video tutorial per week
- Guest posts on CNCF blog, DZone, InfoQ
- Podcast circuit: appear on 2-3 platform/DevOps podcasts
Month 3: Ecosystem Building
Focus: Integrations & Partnerships
- Launch âFawkes Pluginsâ marketplace (even if just GitHub topic to start)
- Partner with cloud providers (AWS, Azure, GCP) for reference architectures
- Create integration guides for popular tools not yet included
- Host first in-person meetup (if possible) or regional virtual meetups
- Establish advisory board with 3-5 platform engineering leaders
Community Health Metrics Tracking
- GitHub stars growth rate (target: 500+ by month 3)
- Contributors (target: 20+ unique contributors)
- PRs merged (target: 50+ PRs)
- Community members (Slack/Discord, target: 300+)
- Documentation page views (target: 5,000+ monthly)
- Demo/tutorial video views (target: 2,000+ total)
Content Calendar Template
Weekly Content Rhythm:
- Monday: Technical blog post (architecture, implementation details)
- Tuesday: Video tutorial or live stream
- Wednesday: Community highlight (contributor spotlight, use case)
- Thursday: âThis Week in Platform Engineeringâ curated news with Fawkes perspective
- Friday: Office hours + weekly update post
Monthly Deep Dives:
- Month 1: DORA Metrics & Measurement
- Month 2: Security & Compliance
- Month 3: Multi-Cloud Strategies
- Month 4: Learning & Dojo Implementation
- Month 5: Advanced GitOps Patterns
- Month 6: Platform as Product
Contributor Journey Map
Stage 1: Awareness (Week 1)
- Touchpoints: Social media, Hacker News, blog posts, conference talks
- Content: âWhy Fawkes existsâ, demo videos, comparison guides
- CTA: Star the repo, join community Slack/Discord
Stage 2: Exploration (Week 2-3)
- Touchpoints: Documentation, getting started guide, office hours
- Content: Video walkthroughs, architecture deep-dives
- CTA: Deploy Fawkes in test environment, provide feedback
Stage 3: First Contribution (Week 4-6)
- Touchpoints: âGood first issuesâ, contributor guide, pairing offers
- Content: Contribution workflow videos, code walkthroughs
- Support: Maintainer pairing sessions, detailed PR feedback
- CTA: Submit first PR (documentation or small bug fix)
Stage 4: Regular Contributor (Month 2-3)
- Touchpoints: Community calls, SIG meetings, contributor Slack channel
- Content: Advanced architecture discussions, roadmap planning
- Recognition: Contributor of the Month, listed in README
- CTA: Take ownership of feature or component
Stage 5: Maintainer (Month 4+)
- Touchpoints: Maintainer meetings, decision-making processes
- Responsibility: Code reviews, release management, community support
- Recognition: Maintainer badge, speaking opportunities, advisory board
- CTA: Mentor new contributors, lead SIG or major feature
CERTIFICATION LEVERAGE STRATEGY
Strategic Positioning Statement
âFawkes: Where Platform Engineering Theory Meets Practiceâ
Position Fawkes as the practical implementation playground for Platform Engineering University concepts, enabling students and professionals to immediately apply certification knowledge in a production-quality environment.
Key Messaging Points
- Hands-On Learning: âLearn observability in the morning, implement it in Fawkes by afternoonâ
- Certification Alignment: âBuilt by platform engineers, for platform engineersâdesigned around industry-recognized best practicesâ
- Real-World Application: âNot just another tutorialâa production-grade IDP you can actually useâ
- Community-Driven: âLearn with a global community of platform engineering practitionersâ
Integration with Platform Engineering University
Observability in Platform Engineering Certification
- Alignment:
- Fawkes implements OpenTelemetry, Prometheus, Grafana stack covered in curriculum
- DORA metrics dashboards demonstrate observability best practices
- Distributed tracing architecture follows course patterns
- Practical Lab: âDeploy Fawkes and configure observability for your applicationâ
- Case Study: Document how Fawkesâ observability stack was architected using course principles
- Guest Lecture Opportunity: Offer to present âBuilding Observability into an IDPâ to course participants
Cloud Development Environments in Platform Engineering Certification
- Alignment:
- Eclipse Che integration (roadmap) directly relates to course content
- Current workspace automation (macOS/Windows) demonstrates CDE principles
- Backstage templates create standardized development experiences
- Practical Lab: âCreate a custom CDE template in Fawkesâ
- Case Study: âEvolving from Local Workspaces to Cloud Development Environmentsâ
- Partnership: Co-create module on âIDP-Integrated CDEsâ
Content & Speaking Opportunities
Opportunity Type | Topic | Timeline | Format | Audience |
---|---|---|---|---|
Guest Lecture | âFawkes: Open Source IDP Case Studyâ | Month 1 | 60-min presentation | Platform Eng University students |
Workshop | âHands-On: Deploy Your First IDPâ | Month 2 | 2-hour hands-on lab | Certification candidates |
Blog Series | âFrom Certification to Implementationâ | Months 1-3 | 6-part blog series | Broader platform community |
Conference Talk | âBuilding an IDP: Lessons from Fawkesâ | Month 4-6 | 30-min talk | KubeCon, PlatformCon |
Webinar | âDORA Metrics Automation in Practiceâ | Month 2 | 45-min webinar | DevOps practitioners |
Podcast | âPlatform Engineering Education & Open Sourceâ | Month 3 | 30-45 min interview | Platform Eng Podcast |
Tutorial | âZero to Production Platform in 4 Hoursâ | Month 4 | Video series (4x1hr) | YouTube, Platform Eng channels |
Academic Paper | âOpen Source IDP: Architecture & Adoptionâ | Months 6-9 | Research paper | IEEE Software, ACM Queue |
Certification Badge Program
Fawkes Certification Tiers (Complementary to Platform Engineering University):
Level 1: Platform Operator
- Deploy Fawkes in AWS
- Onboard one application with CI/CD
- Configure basic observability
- Badge: âFawkes Certified Operatorâ
- Duration: 8 hours
Level 2: Platform Engineer
- Create custom Backstage template
- Implement deployment strategy (canary/blue-green)
- Configure DORA metrics for team
- Contribute documentation or bug fix
- Badge: âFawkes Certified Engineerâ
- Duration: 16 hours
Level 3: Platform Architect
- Design multi-environment setup
- Implement security scanning pipeline
- Create custom dojo curriculum module
- Contribute significant feature
- Badge: âFawkes Certified Architectâ
- Duration: 40 hours
Timeline for Certification Integration
Month 1 (Launch)
- â Announce alignment with Platform Engineering University certifications
- â Publish mapping document: âPEU Concepts â Fawkes Implementationâ
- â Reach out to course instructors for partnership discussion
Month 2
- â Guest lecture in Observability course
- â Create hands-on lab module for CDE course
- â Launch âCertification to Implementationâ blog series
Month 3
- â Host joint webinar with Platform Engineering University
- â Feature Fawkes in course materials (with permission)
- â Offer discount/scholarship for students contributing to Fawkes
Month 4-6
- â Launch Fawkes certification program
- â Create co-branded learning paths
- â Establish ongoing partnership for curriculum updates
METRICS DASHBOARD SPECIFICATION
Dashboard Structure
Primary Dashboard: âFawkes Platform Healthâ Four quadrants for comprehensive view:
Quadrant 1: DORA Metrics (Elite Performer Benchmarks)
- Deployment Frequency
- Current: X deployments/day (last 30 days)
- Target: >1 deployment/day (Elite)
- Visualization: Time series line chart with 7-day moving average
- Team-level drill-down capability
- Lead Time for Changes
- Current: X hours (median, last 30 days)
- Target: <1 day (Elite)
- Visualization: Histogram showing distribution
- P50, P75, P95 percentiles displayed
- Change Failure Rate
- Current: X% (last 30 days)
- Target: <15% (Elite)
- Visualization: Percentage gauge with threshold colors
- Failed deployment correlation with root cause tagging
- Time to Restore Service
- Current: X hours (median, last 30 days)
- Target: <1 hour (Elite)
- Visualization: Time series with incident markers
- MTTR trending over 90 days
Quadrant 2: Platform Adoption & Usage
- Active Teams: Count of teams with deployments in last 7 days
- Active Services: Count of services deployed via Fawkes
- Daily Active Developers: Unique users committing code
- Template Usage: Breakdown by template type (Java, Python, Node)
- Self-Service Success Rate: % of deployments without platform team intervention
- Visualization: Combination of stat panels and bar charts
Quadrant 3: Platform Health & Performance
- Jenkins Build Queue: Current queue depth and wait time
- Kubernetes Cluster Health: Node count, CPU/memory utilization
- ArgoCD Sync Status: Applications in sync vs. out-of-sync
- Failed Pipelines (Last 24h): Count with links to logs
- Security Scan Results: Critical/High vulnerabilities detected
- Visualization: Status indicators, gauges, and trend lines
Quadrant 4: Developer Experience & Satisfaction
- Average Onboarding Time: Hours from access to first deployment
- Build Duration (P95): 95th percentile build time by template
- NPS Score: Current score with 30-day trend
- Support Ticket Volume: Open issues by category
- Documentation Usage: Top 10 most-viewed pages
- Visualization: Time series and stat panels with context
Secondary Dashboard: âTeam Deep Diveâ
Team-Specific View (Filterable by team):
- Teamâs DORA metrics vs. platform average
- Deployment calendar heatmap
- Service dependency graph
- Recent deployments with status
- Failed deployments with root cause
- Resource consumption (cost allocation)
- Team-specific alerts and notifications
Implementation Recommendations
Technology Stack:
- Grafana 10+ as primary visualization tool
- Prometheus as data source for metrics
- PostgreSQL for DORA metrics storage (supplementary to Prometheus)
- Grafana Loki for log correlation in dashboards
- Grafana Alerting for threshold-based notifications
Dashboard Features:
- Variables: Team selector, time range, environment filter
- Annotations: Deployment markers, incident markers, release markers
- Links: Direct links to Jenkins jobs, ArgoCD apps, documentation
- Templating: Reusable panels for consistent visualization
- Export/Share: JSON dashboard definitions in Git for versioning
Alert Configuration:
- High change failure rate (>20% over 24 hours) â Slack notification
- MTTR spike (>2x normal) â PagerDuty alert
- Critical vulnerabilities detected â Email to security team
- Jenkins queue depth >10 for >15 minutes â Platform team notification
- Kubernetes node unhealthy â Immediate alert
Metrics Collection Architecture
Git Commits â Webhook â DORA Metrics Service â Prometheus
â
Jenkins Builds â Webhook â DORA Metrics Service â Prometheus
â
ArgoCD Deployments â Webhook â DORA Metrics Service â Prometheus
â
Incident System â Webhook â DORA Metrics Service â Prometheus
â
PostgreSQL (historical data)
DORA Metrics Service:
- Lightweight Go or Python microservice
- Receives webhooks from multiple sources
- Calculates derived metrics (lead time, MTTR)
- Exposes Prometheus metrics endpoint
- Stores historical data in PostgreSQL for long-term trending
- Provides REST API for custom queries
Webhook Endpoints:
/webhook/commit
- Git commit events/webhook/build
- Jenkins build completion/webhook/deployment
- ArgoCD sync events/webhook/incident
- Incident creation/resolution
Dashboard Access & Permissions
Role-Based Access:
- Platform Team: Full access to all dashboards, edit permissions
- Team Leads: View all dashboards, edit team-specific views
- Developers: View team-specific dashboards only
- Executives: View executive summary dashboard (high-level metrics)
- Public: Anonymous access to âFawkes Community Metricsâ (sanitized)
Success Metrics for Dashboard
- Adoption: 80%+ of teams viewing dashboards weekly
- Actionability: 50%+ of improvement initiatives originate from dashboard insights
- Performance: Dashboard load time <2 seconds
- Reliability: 99.9% uptime for metrics collection
- Freshness: Real-time metrics (<1 minute lag)
RISK REGISTER
Risk Category | Specific Risk | Likelihood | Impact | Mitigation Strategy | Owner |
---|---|---|---|---|---|
Technical - Integration | Tool integration complexity delays MVP by 4+ weeks | HIGH | HIGH | Start with minimal integrations; use well-documented tools (Backstage, ArgoCD); allocate 20% buffer time; have alternative tools identified | Platform Architect |
Technical - Scalability | Platform cannot handle >5 teams or 50+ services | MEDIUM | HIGH | Design for scalability from day 1; use Kubernetes Horizontal Pod Autoscaling; conduct load testing at 2x expected capacity; document scaling procedures | Platform Engineer |
Technical - Security | Critical vulnerability discovered in platform components | MEDIUM | HIGH | Implement automated security scanning in CI; subscribe to security advisories for all tools; establish security incident response process; conduct quarterly penetration testing | Security Lead |
Technical - Multi-Cloud | AWS-only implementation limits enterprise adoption | MEDIUM | MEDIUM | Document multi-cloud roadmap clearly; use Crossplane abstractions early; partner with Azure/GCP users for validation; prioritize cloud-agnostic patterns | Platform Architect |
Technical - Data Loss | Metrics or configuration data lost due to storage failure | LOW | HIGH | Implement automated backups (daily); use persistent volumes with replication; GitOps for all configuration; document disaster recovery procedures | DevOps Engineer |
Community - Contributor Burnout | Core maintainers overwhelmed, slow response to issues/PRs | HIGH | HIGH | Establish maintainer rotation schedule; recruit co-maintainers early (month 2); set realistic response time SLAs (48-72 hours); use GitHub Actions for automated triage | Project Lead |
Community - Toxic Behavior | Community members engage in harassment or exclusionary behavior | MEDIUM | HIGH | Enforce Code of Conduct strictly; use moderation tools in Slack/Discord; establish clear reporting process; empower moderators to act quickly; publicize enforcement actions | Community Manager |
Community - Low Adoption | Fewer than 10 organizations adopt Fawkes in first 6 months | MEDIUM | HIGH | Invest heavily in documentation and onboarding; create compelling demos; offer implementation support; partner with early adopters; conduct user research to understand barriers | Product Manager |
Community - Competing Projects | Similar IDP projects (Backstage forks, commercial tools) reduce interest | HIGH | MEDIUM | Clearly differentiate Fawkes (DORA focus, learning curriculum); collaborate vs. compete where possible; emphasize open-source values; create comparison guides | Project Lead |
Community - Fork & Fragmentation | Community forks project due to direction disagreements | LOW | MEDIUM | Transparent governance; community input on major decisions; avoid corporate control; document decision-making rationale (ADRs); foster collaborative culture | Governance Committee |
Resource - Funding | Infrastructure costs exceed available budget | MEDIUM | MEDIUM | Leverage cloud credits (AWS Activate, Azure, GCP); seek CNCF sponsorship; optimize resource usage; document cost-efficient deployment patterns; consider cloud provider partnerships | Finance/Operations |
Resource - Maintainer Availability | Key maintainers leave or reduce time commitment | MEDIUM | HIGH | Document tribal knowledge; cross-train maintainers; grow maintainer team to 5+ people; establish emeritus maintainer status; create succession plan | Project Lead |
Resource - Infrastructure | Demo/test environments become unavailable during critical periods | MEDIUM | MEDIUM | Use GitOps for easy rebuild; automate environment provisioning; maintain multiple environments (dev, staging, demo); document recovery procedures | DevOps Engineer |
Market - Technology Shifts | Major technology changes (e.g., Kubernetes alternatives) reduce relevance | LOW | HIGH | Monitor technology trends; maintain flexible architecture; participate in CNCF working groups; plan for abstraction layers; conduct quarterly technology reviews | Technical Advisory Board |
Market - Enterprise Hesitation | Enterprises reluctant to adopt due to lack of support/warranty | HIGH | MEDIUM | Create professional services ecosystem; partner with consulting firms; offer paid support options; provide enterprise features (SSO, audit logs); case study development | Business Development |
Market - Certification Devaluation | Platform Engineering certifications lose credibility or relevance | LOW | MEDIUM | Maintain standalone value proposition; avoid over-dependence on single partnership; diversify partnerships with other training providers; focus on intrinsic platform value | Marketing Lead |
Legal - Licensing | License disputes or contributor agreement issues | LOW | HIGH | Use standard MIT license; require DCO (Developer Certificate of Origin) for all contributions; legal review of dependencies; maintain license compliance tooling | Legal Advisor |
Legal - Trademark | âFawkesâ name creates trademark conflict | LOW | MEDIUM | Conduct trademark search; file trademark application; have alternative names ready; document name origin and fair use justification | Legal Advisor |
Operational - Documentation Drift | Documentation becomes outdated as platform evolves | HIGH | MEDIUM | Automate documentation testing; include doc updates in PR requirements; assign documentation owners; conduct quarterly doc review; use version-specific docs | Documentation Lead |
Operational - Breaking Changes | Platform upgrades break existing deployments | MEDIUM | HIGH | Semantic versioning; deprecation policy (6-month notice); automated upgrade testing; migration guides; LTS release track for conservative users | Release Manager |
Risk Mitigation Priorities (First 30 Days)
P0 - Immediate Action Required:
- Establish Code of Conduct and moderation processes
- Set up automated backups and disaster recovery
- Create maintainer rotation schedule
- Document escalation procedures for security incidents
P1 - First Sprint: 5. Implement automated security scanning 6. Create alternative tool evaluation matrix 7. Establish response time SLAs and triage automation 8. Begin recruiting co-maintainers
P2 - First Month: 9. Conduct load testing and scalability analysis 10. Create enterprise feature roadmap 11. File trademark application 12. Establish partnerships with cloud providers for credits
APPENDICES
A. Recommended Reading & Reference Architectures
Books:
- Accelerate by Nicole Forsgren, Jez Humble, Gene Kim (DORA foundation)
- Team Topologies by Matthew Skelton, Manuel Pais (platform team structure)
- Platform Engineering on Kubernetes by Mauricio Salatino (practical implementation)
- The Phoenix Project by Gene Kim et al. (DevOps transformation narrative)
Reference Architectures:
- Humanitec Reference Architecture: https://humanitec.com/reference-architecture
- Spotify Backstage Architecture: https://backstage.io/docs/overview/architecture-overview
- CNCF Cloud Native Trail Map: https://github.com/cncf/trailmap
- AWS Well-Architected Framework: https://aws.amazon.com/architecture/well-architected/
Research & Reports:
- DORA State of DevOps Reports (annual): https://dora.dev
- Platform Engineering Maturity Model: https://platformengineering.org/maturity-model
- CNCF Annual Survey: https://www.cncf.io/reports/cncf-annual-survey-2023/
B. Architectural Decision Record (ADR) Template
# ADR-XXX: [Title]
## Status
[Proposed | Accepted | Deprecated | Superseded by ADR-XXX]
## Context
[Describe the forces at play, including technological, political, social, and project-local.
These forces are probably in tension, and should be called out as such.]
## Decision
[State the architecture decision and provide detailed justification.]
## Consequences
### Positive
- [List positive outcomes]
### Negative
- [List negative trade-offs or technical debt created]
### Neutral
- [List neutral implications]
## Alternatives Considered
### Alternative 1: [Name]
- **Pros**: [List advantages]
- **Cons**: [List disadvantages]
- **Reason for rejection**: [Explain]
### Alternative 2: [Name]
- **Pros**: [List advantages]
- **Cons**: [List disadvantages]
- **Reason for rejection**: [Explain]
## Related Decisions
- ADR-XXX: [Related decision]
## Notes
[Any additional context, implementation notes, or future considerations]
## Last Updated
[Date and author]
Example ADRs to Create:
- ADR-001: Choice of Kubernetes as Container Orchestration Platform
- ADR-002: Backstage vs. Port.io vs. Custom Developer Portal
- ADR-003: ArgoCD vs. Flux for GitOps
- ADR-004: Jenkins vs. GitHub Actions vs. Tekton for CI
- ADR-005: Terraform vs. Pulumi vs. Crossplane for IaC
- ADR-006: Prometheus vs. Datadog for Metrics
C. Tool Evaluation Matrix
Capability | Tool Option 1 | Tool Option 2 | Tool Option 3 | Evaluation Criteria | Selected Tool | Rationale |
---|---|---|---|---|---|---|
Developer Portal | Backstage | Port.io | Cortex | - Open source preference - Plugin ecosystem - Community size - Customization - Learning curve | Backstage | Open source, CNCF project, large community, extensible |
GitOps | ArgoCD | Flux | Rancher Fleet | - Kubernetes-native - Multi-cluster support - UI availability - Progressive delivery - Learning resources | ArgoCD | Better UI for demos, strong community, progressive delivery with Argo Rollouts |
CI/CD | Jenkins | Tekton | GitHub Actions | - Kubernetes-native - Learning curve - Enterprise adoption - Pipeline complexity - Cost | Jenkins | Familiar to most teams, extensive plugin ecosystem, enterprise-ready |
Container Registry | Harbor | AWS ECR | Docker Hub | - Security scanning - RBAC - Replication - Cost - Kubernetes integration | Harbor | Built-in security scanning, strong RBAC, self-hosted option |
Secrets Management | Vault | AWS Secrets Manager | External Secrets Operator | - Kubernetes integration - Rotation capabilities - Audit logging - Cost - Complexity | External Secrets Operator | Cloud-agnostic, integrates with multiple backends, lower complexity |
Policy Enforcement | OPA/Gatekeeper | Kyverno | jsPolicy | - Learning curve - Policy-as-code maturity - Kubernetes-native - Community support | Kyverno | Easier than OPA for common cases, Kubernetes-native, good documentation |
Service Mesh | Istio | Linkerd | Cilium | - Performance overhead - Complexity - Feature completeness - Observability | Linkerd (Post-MVP) | Simpler than Istio, lower overhead, adequate features for MVP |
Cost Management | Kubecost | OpenCost | CloudHealth | - Open source preference - Multi-cloud support - Granularity - Integration | OpenCost (Post-MVP) | CNCF project, open source, multi-cloud |
D. Community Health Metrics Definitions
Contributor Metrics:
- New Contributors (Monthly): Unique individuals making first contribution
- Active Contributors (Monthly): Individuals with â„1 contribution (PR, issue, comment)
- Core Contributors: Individuals with â„5 contributions in last 90 days
- Maintainers: Individuals with commit access and release responsibilities
- Contributor Retention Rate: % of contributors from Month N who contribute in Month N+3
Code Metrics:
- Pull Requests: Total opened, merged, closed monthly
- Issues: Total opened, closed, open issue age (P50, P95)
- Code Review Cycle Time: Time from PR open to merge (median, P95)
- PR Size: Lines of code per PR (prefer smaller PRs)
- Test Coverage: % of code covered by automated tests
Community Engagement Metrics:
- GitHub Stars Growth: Net new stars per week
- Forks: Total repository forks
- Watchers: Individuals watching repository for updates
- Discussion Activity: Posts, comments, reactions in GitHub Discussions
- Community Members: Total members in Slack/Discord
- Event Attendance: Attendees for office hours, webinars, meetups
- Content Engagement: Blog post views, video views, social media engagement
Support Metrics:
- Response Time: Time to first response on issues (target: <24 hours)
- Resolution Time: Time from issue open to close (by severity)
- Support Channel Activity: Questions asked in Slack/Discord
- Documentation Usage: Page views on documentation site
Health Indicators:
- Bus Factor: Number of contributors who, if unavailable, would critically impact project
- Maintainer Response Rate: % of issues/PRs with maintainer response in 72 hours
- Inclusive Language: Audit of welcoming, inclusive communication
- Diversity: Geographic, organizational, demographic diversity of contributors
Target Metrics (6 Months):
- 500+ GitHub stars
- 25+ active contributors (monthly)
- 10+ core contributors
- 3-5 maintainers
- <24 hour median response time
- 75%+ PR merge rate
- 300+ community members
- 80%+ positive sentiment in feedback
E. Onboarding Checklist Template
Pre-Contribution Checklist (New Community Member):
- Starred the Fawkes repository
- Joined Slack/Discord community channel
- Introduced yourself inintroductions channel
- Read Code of Conduct and agreed to follow it
- Reviewed Getting Started guide
- Watched âFawkes Overviewâ video (15 min)
- Attempted to deploy Fawkes locally or in test environment
- Identified area of interest (security, docs, frontend, backend, etc.)
First Contribution Checklist:
- Read CONTRIBUTING.md file
- Set up development environment following Development Guide
- Claimed a âgood first issueâ (commented on GitHub)
- Joinedcontributors channel in Slack/Discord
- Forked repository and created feature branch
- Made changes and added tests
- Ran local tests and linters successfully
- Opened Pull Request with descriptive title and description
- Signed Developer Certificate of Origin (DCO)
- Responded to code review feedback
- PR merged and celebrated! đ
Regular Contributor Path:
- Made 5+ merged contributions
- Participated in community call
- Reviewed PRs from other contributors
- Expressed interest in maintainer path
- Joined SIG (Special Interest Group) of choice
- Mentored new contributor through first contribution
Maintainer Path:
-
Made 25+ merged contributions over 3+ months
-
[] Demonstrated technical expertise in specific area
-
Consistently provided high-quality code reviews
-
Participated in architectural discussions and ADR creation
-
Shown commitment to community health and inclusivity
-
Nominated by existing maintainer
-
Approved by maintainer team (vote)
-
Completed maintainer onboarding (access grants, responsibilities)
-
Added to MAINTAINERS.md file
F. MVP Launch Checklist
Technical Readiness (Week Before Launch):
- All MVP features deployed and tested in production-like environment
- Security scanning passing with no critical/high vulnerabilities
- Performance testing completed (load testing, stress testing)
- Disaster recovery procedures tested (backup/restore)
- Monitoring and alerting configured and tested
- DORA metrics dashboard populated with test data
- Demo environment stable and accessible
- All CI/CD pipelines green
- Documentation reviewed for accuracy and completeness
- Known issues documented in GitHub issues
Documentation Readiness:
- Getting Started guide complete with screenshots
- Video walkthrough recorded and published
- Architecture documentation complete with diagrams
- API/configuration reference complete
- Troubleshooting guide with common issues
- FAQ populated with anticipated questions
- Contributing guide with âgood first issuesâ labeled
- Code of Conduct published
- License clearly stated (MIT)
- README.md compelling and informative
Community Readiness:
- Slack/Discord workspace created and configured
- GitHub Discussions enabled with initial topics
- Community calendar published
- Office hours scheduled for launch week
- Social media accounts created and branded
- Email list or newsletter mechanism set up
- Contributor recognition system configured
- Moderation team identified and trained
Content Readiness:
- Launch blog post written and reviewed
- Social media announcement content prepared
- Demo video recorded and edited
- 3-5 technical blog posts scheduled
- Email announcement drafted
- Hacker News, Reddit posts prepared
- Conference/podcast pitches sent
- Partnership announcements coordinated
Launch Day Readiness:
- Launch day schedule documented with time zones
- Team roles assigned (announcements, monitoring, support)
- Communication channels tested
- Metrics tracking dashboard ready
- Incident response plan documented
- Celebration plan for team! đ
IMPLEMENTATION ROADMAP SUMMARY
Critical Path to MVP (8-12 Weeks)
Foundation Phase (Weeks 1-2)
- Establish governance, communication, and documentation infrastructure
- Set up CI/CD for platform repository
- Create comprehensive project documentation
Core Platform Phase (Weeks 3-5)
- Deploy Backstage developer portal with software templates
- Implement Jenkins CI/CD with golden path pipelines
- Establish GitOps with ArgoCD
- Integrate SonarQube and security scanning
Observability Phase (Weeks 6-8)
- Deploy Prometheus, Grafana, OpenTelemetry stack
- Implement DORA metrics collection and dashboards
- Add Spinnaker for deployment strategies
- Conduct integration testing
Launch Phase (Weeks 9-12)
- Complete comprehensive documentation
- Create dojo curriculum foundation (5 modules)
- Conduct beta testing with early adopters
- Execute launch week activities
Success Factors
Technical Excellence:
- Focus on integration quality over feature quantity
- Maintain security as a first-class concern
- Prioritize developer experience in every decision
- Build for observability from day one
Community Building:
- Over-invest in documentation and onboarding
- Respond quickly to community questions (24-48 hours)
- Celebrate contributions publicly
- Create clear paths from user â contributor â maintainer
Strategic Positioning:
- Leverage Platform Engineering University certifications
- Differentiate through DORA focus and learning curriculum
- Build partnerships with complementary tools
- Maintain clear, compelling value proposition
Sustainable Growth:
- Grow maintainer team early (target: 5+ by month 6)
- Establish governance that scales
- Balance platform development with community engagement
- Plan for financial sustainability (infrastructure, events)
Key Milestones & Metrics
30 Days Post-Launch:
- 2-3 organizations successfully deploying applications
- 10+ contributors with merged PRs
- 200+ GitHub stars
- 100+ community members
- Documentation 90%+ complete
90 Days Post-Launch:
- 5-10 organizations in production
- 20+ active contributors
- 500+ GitHub stars
- 300+ community members
- First case study published
- Conference talk accepted
6 Months Post-Launch:
- 15-25 organizations in production
- 50+ total contributors
- 1000+ GitHub stars
- 500+ community members
- CNCF Sandbox project (potential)
- Dojo curriculum complete (10+ modules)
- Multi-cloud support (Azure, GCP)
Investment Requirements
Time Investment (Person-Days):
- Phase 0 (Foundation): 10 person-days
- Phase 1 (Core Platform): 30 person-days
- Phase 2 (Observability): 25 person-days
- Phase 3 (Documentation/Community): 20 person-days
- Phase 4 (Launch): 10 person-days
- Total: ~95 person-days (~3-4 months with 2-3 contributors)
Infrastructure Costs (Monthly, Estimated):
- AWS EKS Cluster (3 nodes): $200-300
- Load Balancers, Storage: $100-150
- Container Registry (Harbor): $50-75
- Demo/Test Environments: $150-200
- CI/CD Infrastructure: $100-150
- Total: ~$600-875/month
Cost Mitigation:
- Apply for AWS Activate credits (10,000)
- CNCF infrastructure support (if accepted to Sandbox)
- Community contributions reduce personnel costs
- Start with minimal infrastructure, scale as needed
Risk-Adjusted Timeline
Optimistic Scenario (8 weeks):
- Experienced team (3+ platform engineers)
- Minimal integration issues
- Pre-existing relationships with early adopters
- Clear decision-making authority
Realistic Scenario (10-12 weeks):
- Mixed experience levels
- Some integration challenges requiring troubleshooting
- Community building requires more effort than anticipated
- Documentation takes longer than expected
Pessimistic Scenario (16-20 weeks):
- Significant technical blockers (cloud provider issues, tool incompatibilities)
- Key contributors become unavailable
- Major pivots required based on early feedback
- Security vulnerabilities requiring remediation
Recommendation: Plan for 12-week timeline with 4-week buffer for unexpected challenges.
STRATEGIC RECOMMENDATIONS
Priority 1: Developer Experience First
The single most important factor for Fawkesâ success is exceptional developer experience. Every technical decision should be evaluated through this lens:
- Can a developer go from zero to deployed application in <4 hours?
- Is the documentation clear enough that developers rarely need support?
- Do golden paths reduce cognitive load and decision fatigue?
- Are feedback loops fast enough to maintain flow state?
Action: Conduct user testing with developers unfamiliar with platform engineering before launch. Identify friction points and address them ruthlessly.
Priority 2: DORA Metrics as Differentiator
Many IDPs exist, but few make DORA metrics a first-class citizen. This is Fawkesâ opportunity to differentiate:
- Automate all four key metrics from day one
- Make metrics visible and actionable for teams
- Create content showing DORA improvement stories
- Position Fawkes as âthe IDP that proves its value with dataâ
Action: Create âDORA Metrics in a Boxâ - a standalone component that can be adopted even without full Fawkes deployment. This creates an entry point for hesitant adopters.
Priority 3: Community Over Features
In the early stages, community health is more valuable than feature completeness:
- A smaller feature set with 50 engaged contributors beats
- A comprehensive platform with 5 contributors who are burning out
Action: Dedicate 40% of maintainer time to community engagement (documentation, mentoring, content creation) versus 60% on feature development.
Priority 4: Certification Integration as Growth Engine
The Platform Engineering University partnership is a strategic advantage:
- Students completing certifications need practical experience
- Fawkes provides that experience in a production-quality environment
- This creates a pipeline of skilled, motivated contributors
Action: Prioritize the dojo curriculum and certification alignment over secondary features. Make Fawkes the âobvious next stepâ after completing PEU certifications.
Priority 5: Start with AWS, Plan for Multi-Cloud
While multi-cloud is important for enterprise adoption, premature abstraction can slow MVP:
- AWS provides sufficient validation for MVP
- Document the multi-cloud strategy clearly
- Use Terraform modules to prepare for Crossplane transition
- Partner with Azure/GCP users for future validation
Action: Create multi-cloud architecture document showing the roadmap, even if implementation is 6+ months out. This addresses enterprise concerns without delaying MVP.
Priority 6: Security as Marketing
In todayâs threat landscape, security is a competitive advantage:
- Comprehensive security scanning
- Clear zero-trust roadmap
- Security-first documentation
- Transparent vulnerability disclosure
Action: Create âFawkes Security Scorecardâ showing security posture (scan coverage, SBOM generation, CVE response time). Publish monthly security reports to build trust.
Priority 7: Measure Everything
What gets measured gets improved:
- Platform metrics (DORA)
- Community health (contributors, PRs, response times)
- User satisfaction (NPS, feedback surveys)
- Business impact (cost reduction, velocity improvement)
Action: Implement comprehensive telemetry from day one. Create public dashboards (where appropriate) to demonstrate transparency and progress.
NEXT STEPS (Immediate Actions)
Week 1 Actions:
Monday:
- Create GitHub repository structure (if not exists):
/docs
,/infra
,/platform
,/dojo
- Set up basic CI/CD for repository (GitHub Actions)
- Draft and publish GOVERNANCE.md
- Create initial project charter document
Tuesday: 5. Set up Slack/Discord workspace and invite founding team 6. Create GitHub issue templates and labels 7. Schedule first maintainer meeting 8. Begin drafting architecture documentation
Wednesday: 9. Create ADR for key technology choices (Backstage, ArgoCD, Jenkins) 10. Document current state vs. target state architecture 11. Set up project tracking (GitHub Projects or similar) 12. Create first sprint backlog (2 weeks)
Thursday: 13. Begin Backstage deployment in test environment 14. Create first software template (adapt existing Java template) 15. Draft Getting Started guide outline 16. Reach out to Platform Engineering University for partnership discussion
Friday: 17. Team retrospective on Week 1 18. Publish first âThis Week in Fawkesâ update 19. Share early progress on social media 20. Plan Week 2 sprint
Key Decisions Needed (Week 1):
- Decision: ArgoCD vs. Flux for GitOps implementation
- Decision: Spinnaker vs. Argo Rollouts for progressive delivery
- Decision: Self-hosted Harbor vs. AWS ECR for container registry
- Decision: Slack vs. Discord for community chat
- Decision: Docusaurus vs. GitBook for documentation site
- Decision: DORA metrics collection architecture (Go vs. Python microservice)
Resource Allocation (First Sprint):
Technical Implementation (60%):
- Backstage deployment and configuration
- Initial software templates
- Infrastructure automation refinement
- CI/CD setup for platform repository
Documentation (25%):
- Architecture documentation
- ADRs for key decisions
- Getting Started guide enhancement
- Contributor guide creation
Community Building (15%):
- Communication infrastructure setup
- Partnership outreach (Platform Engineering University)
- Content planning for launch
- Early adopter identification
CONCLUSION
Fawkes has the potential to become the reference implementation for DORA-driven Internal Delivery Platforms. The combination of open-source values, comprehensive tooling, learning curriculum, and certification alignment creates a unique value proposition in the platform engineering landscape.
Success Hinges On:
- Relentless focus on developer experience - If developers donât love using Fawkes, adoption will stall
- Community-first mindset - Features can wait; community health cannot
- DORA metrics as proof - Let data tell the story of Fawkesâ value
- Certification leverage - Platform Engineering University partnership is a strategic advantage
- Sustainable pace - Marathon, not sprint; plan for long-term maintainability
The MVP Vision:
âA platform engineer completes the Platform Engineering University Observability certification on Friday. On Monday, they deploy Fawkes, implement the concepts they learned, and see DORA metrics flowing within 8 hours. By Wednesday, their team has deployed their first application with full CI/CD. By Friday, theyâre contributing documentation improvements back to Fawkes.â
This is achievable with the 12-week roadmap outlined above, assuming disciplined execution and strategic focus on the critical path.
Your Immediate Next Step:
Conduct a âGo/No-Goâ decision meeting with key stakeholders:
- Review this implementation plan
- Confirm resource availability (time, infrastructure budget)
- Identify any blocking concerns
- Make formal commitment to 12-week MVP timeline
- Assign roles and responsibilities
- Set first sprint goals
Then execute Week 1 actions and begin the journey to creating an exceptional Internal Delivery Platform that advances the state of platform engineering practice.
This implementation strategy positions Fawkes for rapid MVP delivery, strong community growth, and long-term sustainability as a leading open-source Internal Delivery Platform.