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 “dojo” concept) that will differentiate Fawkes and attract contributors, particularly those completing Platform Engineering University certifications.

3. Observability & Metrics Foundation: The platform’s commitment to DORA metrics and NPS measurement needs implementation—specifically, 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 “Day 1 to Production in 1 Day” experience: a new team can provision infrastructure, deploy a sample application with full CI/CD, view DORA metrics, and access learning resources—all 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 DimensionCurrent StateTarget StateGap DescriptionIndustry BenchmarkBusiness ImpactPriority
Developer Self-Service2/55/5Infrastructure 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 creationHIGH - Direct impact on developer productivity and platform adoptionP0
Golden Paths & Templates2/55/5Java Spring Boot template exists; missing polyglot support (Python, Node.js, Go), reference architectures, and opinionated CI/CD pipeline templatesSpotify’s Golden Paths, Netflix’s paved roads with 80% adoption ratesHIGH - Reduces cognitive load, accelerates onboardingP0
Portal & Service Discovery1/55/5Backstage planned but not integrated. No service catalog, API documentation, or dependency visualizationBackstage with TechDocs, ServiceNow integration, Compass by AtlassianHIGH - Critical for platform discoverability and adoptionP0
GitOps Maturity2/55/5Infrastructure-as-code present; lacking declarative application deployment, automated sync, rollback mechanismsArgoCD/Flux adoption with progressive delivery (Flagger), automated drift detectionMEDIUM - Important for operational excellenceP1
CI/CD Automation2/55/5Jenkins and Spinnaker planned but not deployed. Missing pipeline-as-code templates, automated testing gates, deployment strategiesGitHub Actions with reusable workflows, Tekton pipelines, automated canary deploymentsHIGH - Core platform capabilityP0
Observability Stack1/55/5OpenTelemetry, Prometheus, Jaeger, OpenSearch planned but not implemented. No DORA metrics collectionGrafana dashboards with DORA metrics, distributed tracing, log aggregation with correlation IDsHIGH - Essential for metrics-driven improvementP0
Security & Compliance3/55/5Security consciousness present with planned scanning. Missing policy-as-code (OPA), secrets management (Vault), SBOM generation, zero-trust implementationTrivy/Snyk integration, OPA Gatekeeper, Vault, Falco runtime security, SLSA complianceHIGH - Security is a differentiatorP1
Developer Experience (DevEx)2/55/5Workspace 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 programHIGH - Directly impacts adoption and retentionP0
Learning & Dojo Curriculum1/55/5Concept defined but not implemented. No structured learning paths, hands-on labs, or certification alignmentDojo environments by Target, learning paths by ThoughtWorks, certification integrationMEDIUM - Differentiator for community buildingP1
Multi-Cloud Abstraction2/54/5AWS supported via Terraform. Azure/GCP/VMware planned. Missing Crossplane implementation for true abstractionCrossplane with provider-agnostic compositions, Cluster API for K8s managementMEDIUM - Important for enterprise adoptionP2
DORA Metrics Tracking1/55/5Philosophy articulated, but no automated collection, dashboarding, or team-level visibilityAutomated collection via webhooks, team dashboards, trend analysis, benchmark comparisonsHIGH - Core value propositionP0
NPS & Feedback Loops1/54/5NPS mentioned as success metric but no collection mechanism implementedQuarterly NPS surveys, in-app feedback, user interviews, satisfaction dashboardsMEDIUM - Essential for continuous improvementP1
API & Extensibility2/54/5Modular scripts and Terraform modules provide some extensibility. Missing plugin architecture, webhook system, or API layerBackstage plugin ecosystem, Kubernetes operator pattern, webhook integrationsMEDIUM - Enables community contributionsP2
Multi-Tenancy & RBAC2/55/5Kubernetes RBAC available. Missing namespace-per-team automation, resource quotas, network policies, policy enforcementHierarchical namespaces, Capsule/vCluster for isolation, automated RBAC provisioningMEDIUM - Required for production adoptionP2
Documentation Quality3/55/5Getting started guide exists. Missing architecture docs, ADRs, troubleshooting guides, video tutorials, API docsGitBook/Docusaurus site, OpenAPI specs, architecture diagrams (C4 model), video walkthroughsHIGH - Critical for contributor onboardingP0
Testing & Validation3/55/5InSpec tests present. Missing contract testing, chaos engineering, performance testing, automated security scanningContract tests (Pact), Chaos Mesh, k6 load testing, automated penetration testingMEDIUM - Ensures platform reliabilityP2

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

“From Zero to Production in One Day” - 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

  • ✅ 2-3 early adopter teams successfully deploy applications
  • ✅ All four DORA metrics automatically collected and visualized
  • ✅ 5+ external contributors make meaningful contributions
  • ✅ Core documentation complete with 90%+ coverage
  • ✅ Platform Engineering University certification integration announced
  • ✅ <4 hours from cluster provision to first application deployment

IN SCOPE (MVP Features)

1. Infrastructure Foundation ✓ (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 “good first issues”
  • 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 “Dojo Lite” (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. Crossplane’s 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

  1. 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] ⚠ Risk: Governance too heavy-handed can slow early momentum

  2. 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]

  3. 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] → Depends on: AWS account and credentials ⚠ Risk: Infrastructure costs during development

  4. 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

  1. 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] → Depends on: ADRs from Task 4

  2. 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 “good first issues” for community contributors [0.25 days]

Phase 1: Core Platform Infrastructure (Weeks 3-5)

Week 3: Backstage Developer Portal

  1. 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] → Depends on: Kubernetes cluster from existing infrastructure ⚠ Risk: Backstage configuration complexity; recommend starting with minimal plugins

  2. 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 → deploy → verify) [1 day] → Depends on: Task 7 Note: Each template must include Dockerfile, Jenkinsfile, K8s manifests, README

  3. 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] → Depends on: Task 7

Week 4: CI/CD Core Implementation

  1. 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] → Depends on: Kubernetes cluster ⚠ Risk: Jenkins scalability; consider Jenkins X or Tekton as alternatives

  2. 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] → Depends on: Task 10 Note: Each Jenkinsfile must include: checkout, build, test, scan, containerize, push, deploy stages

  3. 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] → Depends on: Task 10

Week 5: Security & GitOps Foundation

  1. 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] → Depends on: Task 10

  2. 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] → Depends on: Task 11

  3. 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] → Depends on: Task 7 Alternative: Flux CD if GitOps Toolkit approach preferred

Phase 2: Observability & Metrics (Weeks 6-8)

Week 6: Observability Stack Deployment

  1. 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] → Depends on: Previous infrastructure tasks ⚠ Risk: Prometheus storage sizing; consider Thanos for long-term retention

  2. 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] → Depends on: Task 16

  3. 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] → Depends on: Task 17 ⚠ Risk: OpenSearch resource requirements; consider starting with single-node for MVP

Week 7: DORA Metrics Implementation

  1. 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 → deployment) [1 day] 19.4. Implement change failure rate tracking (deployment → incident correlation) [1 day] 19.5. Implement time to restore service measurement [0.5 days] → Depends on: Tasks 10, 15, 16 Technical Approach: Create lightweight Go/Python service to receive webhooks and write to Prometheus

  2. 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] → Depends on: Task 19

  3. 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

  1. 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] → Depends on: Tasks 10, 15 ⚠ Risk: Spinnaker complexity; consider alternatives like Argo Rollouts for simpler progressive delivery

  2. 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] → Depends on: Task 22

  3. Integration Testing & Validation [2 days] 24.1. Deploy test applications using each template [0.5 days] 24.2. Validate end-to-end workflows (code → CI → CD → 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

  1. 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]

  2. 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]

  3. 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 “good first issues” guide with 10-15 labeled issues [0.5 days]

Week 10: Dojo Curriculum Foundation

  1. 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]

  2. 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] → Depends on: Task 28 Note: Each module should be 1-2 hours, include video, written guide, and hands-on exercise

Week 11: Launch Preparation

  1. 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]

  2. 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]

  3. 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] → Depends on: All previous tasks

Phase 4: MVP Launch & Iteration (Week 12)

Week 12: Launch Week

  1. 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]

  2. 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]

  3. 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

  • ✅ Write “Why Fawkes?” positioning document highlighting DORA alignment
  • ✅ Create technical deep-dive blog posts (3-4 articles):
    • “Building an IDP from First Principles”
    • “DORA Metrics Automation: Our Approach”
    • “Zero Trust in Platform Engineering”
    • “Dojo-Style Learning for Platform Teams”
  • ✅ Produce demo video showing “Zero to Deploy in 30 Minutes”
  • ✅ Set up social media presence (Twitter/X, LinkedIn, Mastodon)
  • ✅ Prepare speaker abstracts for KubeCon, PlatformCon, DevOpsDays

Weeks 3-4: Relationship Building

  • ✅ Reach out to Platform Engineering influencers:
    • Luca Galante (Platform Engineering newsletter)
    • Team Topologies authors (Manuel Pais, Matthew Skelton)
    • CNCF ambassadors
    • Platform Engineering University instructors
  • ✅ Submit Fawkes to CNCF Landscape (Developer Portal category)
  • ✅ Engage in Platform Engineering Slack communities
  • ✅ Create partnerships with complementary tools (propose integrations with Backstage, ArgoCD communities)
  • ✅ Identify 3-5 early adopter organizations for beta testing
  • ✅ Schedule guest appearances on platform engineering podcasts (Platform Engineering Podcast, DevOps Paradox)

Launch Week (Day-by-Day Plan)

Monday: The Big Announcement

  • 🚀 8:00 AM ET: Publish launch blog post on GitHub and Medium
  • 🚀 8:30 AM ET: Social media announcements (Twitter thread, LinkedIn post)
  • 🚀 9:00 AM ET: Submit to Hacker News, Reddit r/devops, r/kubernetes
  • 🚀 10:00 AM ET: Email announcement to Platform Engineering University community
  • 🚀 2:00 PM ET: Live stream “Fawkes Overview & Demo” (1 hour)
  • 🚀 4:00 PM ET: Office hours for questions and troubleshooting (1 hour)
  • 📊 Evening: Monitor metrics, respond to comments, engage with community

Tuesday: Deep Dive - DORA Metrics

  • 📝 Morning: Publish “How Fawkes Automates DORA Metrics” blog post
  • đŸŽ„ 2:00 PM ET: Live stream “Building DORA Dashboards” hands-on workshop (1.5 hours)
  • 💬 4:00 PM ET: Office hours focused on metrics and observability
  • 🎯 Evening: Identify and label “good first issues” for metrics enhancements

Wednesday: Developer Experience Focus

  • 📝 Morning: Publish “Golden Paths: Reducing Developer Cognitive Load” article
  • đŸŽ„ 2:00 PM ET: Live stream “Creating Custom Templates in Backstage” (1 hour)
  • 💬 4:00 PM ET: Office hours for template contributions
  • đŸ€ Evening: Reach out to early contributors, offer pairing sessions

Thursday: Security & Compliance

  • 📝 Morning: Publish “DevSecOps in Fawkes: Shift-Left Security” article
  • đŸŽ„ 2:00 PM ET: Live stream “Implementing Zero Trust Principles” (1 hour)
  • 💬 4:00 PM ET: Security-focused office hours
  • 🔒 Evening: Engage with InfoSec community (r/netsec, security Twitter)

Friday: Community & Future Roadmap

  • 📝 Morning: Publish “Fawkes Roadmap & How to Contribute” article
  • đŸŽ„ 2:00 PM ET: AMA with maintainers - “Building the Future of Platform Engineering” (2 hours)
  • 🎉 4:00 PM ET: Virtual happy hour / celebration with early contributors
  • 📊 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 “This Week in Fawkes” 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: “Fawkes vs. Humanitec”, “Fawkes vs. Building Your Own IDP”
  • Launch “Platform Engineering Patterns” 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 “Contributor of the Month” 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 “State of Fawkes” 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 “Fawkes Plugins” 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: “This Week in Platform Engineering” 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: “Why Fawkes exists”, 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: “Good first issues”, 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

“Fawkes: Where Platform Engineering Theory Meets Practice”

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

  1. Hands-On Learning: “Learn observability in the morning, implement it in Fawkes by afternoon”
  2. Certification Alignment: “Built by platform engineers, for platform engineers—designed around industry-recognized best practices”
  3. Real-World Application: “Not just another tutorial—a production-grade IDP you can actually use”
  4. Community-Driven: “Learn with a global community of platform engineering practitioners”

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: “Deploy Fawkes and configure observability for your application”
  • Case Study: Document how Fawkes’ observability stack was architected using course principles
  • Guest Lecture Opportunity: Offer to present “Building Observability into an IDP” 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: “Create a custom CDE template in Fawkes”
  • Case Study: “Evolving from Local Workspaces to Cloud Development Environments”
  • Partnership: Co-create module on “IDP-Integrated CDEs”

Content & Speaking Opportunities

Opportunity TypeTopicTimelineFormatAudience
Guest Lecture”Fawkes: Open Source IDP Case Study”Month 160-min presentationPlatform Eng University students
Workshop”Hands-On: Deploy Your First IDP”Month 22-hour hands-on labCertification candidates
Blog Series”From Certification to Implementation”Months 1-36-part blog seriesBroader platform community
Conference Talk”Building an IDP: Lessons from Fawkes”Month 4-630-min talkKubeCon, PlatformCon
Webinar”DORA Metrics Automation in Practice”Month 245-min webinarDevOps practitioners
Podcast”Platform Engineering Education & Open Source”Month 330-45 min interviewPlatform Eng Podcast
Tutorial”Zero to Production Platform in 4 Hours”Month 4Video series (4x1hr)YouTube, Platform Eng channels
Academic Paper”Open Source IDP: Architecture & Adoption”Months 6-9Research paperIEEE 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: “Fawkes Certified Operator”
  • 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: “Fawkes Certified Engineer”
  • Duration: 16 hours

Level 3: Platform Architect

  • Design multi-environment setup
  • Implement security scanning pipeline
  • Create custom dojo curriculum module
  • Contribute significant feature
  • Badge: “Fawkes Certified Architect”
  • Duration: 40 hours

Timeline for Certification Integration

Month 1 (Launch)

  • ✅ Announce alignment with Platform Engineering University certifications
  • ✅ Publish mapping document: “PEU Concepts → Fawkes Implementation”
  • ✅ Reach out to course instructors for partnership discussion

Month 2

  • ✅ Guest lecture in Observability course
  • ✅ Create hands-on lab module for CDE course
  • ✅ Launch “Certification to Implementation” blog series

Month 3

  • ✅ Host joint webinar with Platform Engineering University
  • ✅ Feature Fawkes in course materials (with permission)
  • ✅ Offer discount/scholarship for students contributing to Fawkes

Month 4-6

  • ✅ Launch Fawkes certification program
  • ✅ Create co-branded learning paths
  • ✅ Establish ongoing partnership for curriculum updates

METRICS DASHBOARD SPECIFICATION

Dashboard Structure

Primary Dashboard: “Fawkes Platform Health” 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: “Team Deep Dive”

Team-Specific View (Filterable by team):

  • Team’s 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) → Slack notification
  • MTTR spike (>2x normal) → PagerDuty alert
  • Critical vulnerabilities detected → Email to security team
  • Jenkins queue depth >10 for >15 minutes → Platform team notification
  • Kubernetes node unhealthy → Immediate alert

Metrics Collection Architecture

Git Commits → Webhook → DORA Metrics Service → Prometheus
                                ↓
Jenkins Builds → Webhook → DORA Metrics Service → Prometheus
                                ↓
ArgoCD Deployments → Webhook → DORA Metrics Service → Prometheus
                                ↓
Incident System → Webhook → DORA Metrics Service → Prometheus
                                ↓
                            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 “Fawkes Community Metrics” (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 CategorySpecific RiskLikelihoodImpactMitigation StrategyOwner
Technical - IntegrationTool integration complexity delays MVP by 4+ weeksHIGHHIGHStart with minimal integrations; use well-documented tools (Backstage, ArgoCD); allocate 20% buffer time; have alternative tools identifiedPlatform Architect
Technical - ScalabilityPlatform cannot handle >5 teams or 50+ servicesMEDIUMHIGHDesign for scalability from day 1; use Kubernetes Horizontal Pod Autoscaling; conduct load testing at 2x expected capacity; document scaling proceduresPlatform Engineer
Technical - SecurityCritical vulnerability discovered in platform componentsMEDIUMHIGHImplement automated security scanning in CI; subscribe to security advisories for all tools; establish security incident response process; conduct quarterly penetration testingSecurity Lead
Technical - Multi-CloudAWS-only implementation limits enterprise adoptionMEDIUMMEDIUMDocument multi-cloud roadmap clearly; use Crossplane abstractions early; partner with Azure/GCP users for validation; prioritize cloud-agnostic patternsPlatform Architect
Technical - Data LossMetrics or configuration data lost due to storage failureLOWHIGHImplement automated backups (daily); use persistent volumes with replication; GitOps for all configuration; document disaster recovery proceduresDevOps Engineer
Community - Contributor BurnoutCore maintainers overwhelmed, slow response to issues/PRsHIGHHIGHEstablish maintainer rotation schedule; recruit co-maintainers early (month 2); set realistic response time SLAs (48-72 hours); use GitHub Actions for automated triageProject Lead
Community - Toxic BehaviorCommunity members engage in harassment or exclusionary behaviorMEDIUMHIGHEnforce Code of Conduct strictly; use moderation tools in Slack/Discord; establish clear reporting process; empower moderators to act quickly; publicize enforcement actionsCommunity Manager
Community - Low AdoptionFewer than 10 organizations adopt Fawkes in first 6 monthsMEDIUMHIGHInvest heavily in documentation and onboarding; create compelling demos; offer implementation support; partner with early adopters; conduct user research to understand barriersProduct Manager
Community - Competing ProjectsSimilar IDP projects (Backstage forks, commercial tools) reduce interestHIGHMEDIUMClearly differentiate Fawkes (DORA focus, learning curriculum); collaborate vs. compete where possible; emphasize open-source values; create comparison guidesProject Lead
Community - Fork & FragmentationCommunity forks project due to direction disagreementsLOWMEDIUMTransparent governance; community input on major decisions; avoid corporate control; document decision-making rationale (ADRs); foster collaborative cultureGovernance Committee
Resource - FundingInfrastructure costs exceed available budgetMEDIUMMEDIUMLeverage cloud credits (AWS Activate, Azure, GCP); seek CNCF sponsorship; optimize resource usage; document cost-efficient deployment patterns; consider cloud provider partnershipsFinance/Operations
Resource - Maintainer AvailabilityKey maintainers leave or reduce time commitmentMEDIUMHIGHDocument tribal knowledge; cross-train maintainers; grow maintainer team to 5+ people; establish emeritus maintainer status; create succession planProject Lead
Resource - InfrastructureDemo/test environments become unavailable during critical periodsMEDIUMMEDIUMUse GitOps for easy rebuild; automate environment provisioning; maintain multiple environments (dev, staging, demo); document recovery proceduresDevOps Engineer
Market - Technology ShiftsMajor technology changes (e.g., Kubernetes alternatives) reduce relevanceLOWHIGHMonitor technology trends; maintain flexible architecture; participate in CNCF working groups; plan for abstraction layers; conduct quarterly technology reviewsTechnical Advisory Board
Market - Enterprise HesitationEnterprises reluctant to adopt due to lack of support/warrantyHIGHMEDIUMCreate professional services ecosystem; partner with consulting firms; offer paid support options; provide enterprise features (SSO, audit logs); case study developmentBusiness Development
Market - Certification DevaluationPlatform Engineering certifications lose credibility or relevanceLOWMEDIUMMaintain standalone value proposition; avoid over-dependence on single partnership; diversify partnerships with other training providers; focus on intrinsic platform valueMarketing Lead
Legal - LicensingLicense disputes or contributor agreement issuesLOWHIGHUse standard MIT license; require DCO (Developer Certificate of Origin) for all contributions; legal review of dependencies; maintain license compliance toolingLegal Advisor
Legal - Trademark”Fawkes” name creates trademark conflictLOWMEDIUMConduct trademark search; file trademark application; have alternative names ready; document name origin and fair use justificationLegal Advisor
Operational - Documentation DriftDocumentation becomes outdated as platform evolvesHIGHMEDIUMAutomate documentation testing; include doc updates in PR requirements; assign documentation owners; conduct quarterly doc review; use version-specific docsDocumentation Lead
Operational - Breaking ChangesPlatform upgrades break existing deploymentsMEDIUMHIGHSemantic versioning; deprecation policy (6-month notice); automated upgrade testing; migration guides; LTS release track for conservative usersRelease Manager

Risk Mitigation Priorities (First 30 Days)

P0 - Immediate Action Required:

  1. Establish Code of Conduct and moderation processes
  2. Set up automated backups and disaster recovery
  3. Create maintainer rotation schedule
  4. 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

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:

Research & Reports:

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

CapabilityTool Option 1Tool Option 2Tool Option 3Evaluation CriteriaSelected ToolRationale
Developer PortalBackstagePort.ioCortex- Open source preference
- Plugin ecosystem
- Community size
- Customization
- Learning curve
BackstageOpen source, CNCF project, large community, extensible
GitOpsArgoCDFluxRancher Fleet- Kubernetes-native
- Multi-cluster support
- UI availability
- Progressive delivery
- Learning resources
ArgoCDBetter UI for demos, strong community, progressive delivery with Argo Rollouts
CI/CDJenkinsTektonGitHub Actions- Kubernetes-native
- Learning curve
- Enterprise adoption
- Pipeline complexity
- Cost
JenkinsFamiliar to most teams, extensive plugin ecosystem, enterprise-ready
Container RegistryHarborAWS ECRDocker Hub- Security scanning
- RBAC
- Replication
- Cost
- Kubernetes integration
HarborBuilt-in security scanning, strong RBAC, self-hosted option
Secrets ManagementVaultAWS Secrets ManagerExternal Secrets Operator- Kubernetes integration
- Rotation capabilities
- Audit logging
- Cost
- Complexity
External Secrets OperatorCloud-agnostic, integrates with multiple backends, lower complexity
Policy EnforcementOPA/GatekeeperKyvernojsPolicy- Learning curve
- Policy-as-code maturity
- Kubernetes-native
- Community support
KyvernoEasier than OPA for common cases, Kubernetes-native, good documentation
Service MeshIstioLinkerdCilium- Performance overhead
- Complexity
- Feature completeness
- Observability
Linkerd (Post-MVP)Simpler than Istio, lower overhead, adequate features for MVP
Cost ManagementKubecostOpenCostCloudHealth- 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 ≄1 contribution (PR, issue, comment)
  • Core Contributors: Individuals with ≄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 “Fawkes Overview” 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 “good first issue” (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! 🎉

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 “good first issues” 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! 🎉

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 → contributor → 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 Fawkes’ 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 Fawkes’ 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 “the IDP that proves its value with data”

Action: Create “DORA Metrics in a Box” - 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 “obvious next step” 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 today’s threat landscape, security is a competitive advantage:

  • Comprehensive security scanning
  • Clear zero-trust roadmap
  • Security-first documentation
  • Transparent vulnerability disclosure

Action: Create “Fawkes Security Scorecard” 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:

  1. Create GitHub repository structure (if not exists): /docs, /infra, /platform, /dojo
  2. Set up basic CI/CD for repository (GitHub Actions)
  3. Draft and publish GOVERNANCE.md
  4. 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 “This Week in Fawkes” 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:

  1. Relentless focus on developer experience - If developers don’t love using Fawkes, adoption will stall
  2. Community-first mindset - Features can wait; community health cannot
  3. DORA metrics as proof - Let data tell the story of Fawkes’ value
  4. Certification leverage - Platform Engineering University partnership is a strategic advantage
  5. Sustainable pace - Marathon, not sprint; plan for long-term maintainability

The MVP Vision:

“A 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, they’re contributing documentation improvements back to Fawkes.”

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 “Go/No-Go” 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.