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Assessment criteria and examples

Project documentation

Information architecture

The overall structure (pages/subpages/sections/subsections) of your project documentation. We evaluate on the following:

  • Is there high level conceptual/“About” content? Is the documentation feature complete? (i.e., each product feature is documented)
  • Are there step-by-step instructions (tasks, tutorials) documented for features?
  • Are there any key features which are documented but missing task documentation?
  • Is the “happy path”/most common use case documented? Does task and tutorial content demonstrate atomicity and isolation of concerns? (Are tasks clearly named according to user goals?)
  • If the documentation does not suffice, is there a clear escalation path for users needing more help? (FAQ, Troubleshooting)
  • If the product exposes an API, is there a complete reference?
  • Is content up to date and accurate?

Example:

New user content

New users are the most avid users of documentation, and need content specifically for them. We evaluate on the following:

  • Is “getting started” clearly labeled? (“Getting started”, “Installation”, “First steps”, etc.)
  • Is installation documented step-by-step?
  • If needed, are multiple OSes documented?
  • Do users know where to go after reading the getting started guide?
  • Is your new user content clearly signposted on your site’s homepage or at the top of your information architecture?
  • Is there easily copy-pastable sample code or other example content?

Example:

Content maintainability & site mechanics

As a project scales, concerns like localized (translated) content and versioning become large maintenance burdens, particularly if you don’t plan for them.

We evaluate on the following:

  • Is your documentation searchable?
  • Are you planning for localization/internationalization with regards to site directory structure? Is a localization framework present?
  • Do you have a clearly documented method for versioning your content?

Example:

Content creation processes

Documentation is only as useful as it is accurate and well-maintained, and requires the same kind of review and approval processes as code.

We evaluate on the following:

  • Is there a clearly documented (ongoing) contribution process for documentation?
  • Does your code release process account for documentation creation & updates?
  • Who reviews and approves documentation pull requests?
  • Does the website have a clear owner/maintainer?

Examples:

Inclusive language

Creating inclusive project communities is a key goal for all CNCF projects.

We evaluate on the following:

  • Are there any customer-facing utilities, endpoints, class names, or feature names that use non-recommended words as documented by the Inclusive Naming Initiative website?
  • Does the project use language like "simple", "easy", etc.?

Contributor documentation

Communication methods documented

One of the easiest ways to attract new contributors is making sure they know how to reach you.

We evaluate on the following:

  • Is there a Slack/Discord/Discourse/etc. community and is it prominently linked from your website?
  • Is there a direct link to your GitHub organization/repository?
  • Are weekly/monthly project meetings documented? Is it clear how someone can join those meetings?
  • Are mailing lists documented?

Example:

Beginner friendly issue backlog

We evaluate on the following:

  • Are docs issues well-triaged?
  • Is there a clearly marked way for new contributors to make code or documentation contributions (i.e. a “good first issue” label)?
  • Are issues well-documented (i.e., more than just a title)?
  • Are issues maintained for staleness?

Example:

New contributor getting started content

Open source is complex and projects have many processes to manage that. Are processes easy to understand and written down so that new contributors can jump in easily?

We evaluate on the following:

  • Do you have a community repository or section on your website?
  • Is there a document specifically for new contributors/your first contribution?
  • Do new users know where to get help?

Example:

Project governance documentation

One of the CNCF’s core project values is open governance.

We evaluate on the following:

  • Is project governance clearly documented?

Example:

Website

Single-source requirement

Source files for all website pages should reside in a single repo. Among other problems, keeping source files in two places:

  • confuses contributors
  • requires you to keep two sources in sync
  • increases the likelihood of errors
  • makes it more complicated to generate the documentation from source files

Ideally, all website files should be in the website repo itself. Alternatively, files should be brought into the website repo via git submodules.

If a project chooses to keep source files in multiple repos, they need a clearly documented strategy for managing mirrored files and new contributions.

Minimal website requirements

Listed here are the minimal website requirements for projects based on their maturity level: sandbox, incubating, graduated and archived.

Except for archived projects, requirements are cumulative through project maturity levels so, for example, incubating projects must satisfy the requirements for sandbox projects.

  • Sandbox
    • Website guidelines: a majority of the guidelines are satisfied
    • Project documentation may or may not be present -- it is acceptable at this maturity level to link out to documentation that hasn't yet been integrated into the website
      • Example: website with a single homepage, without any documentation or, as was mentioned above, linking out to an external (preexisting) source for docs
      • However: consider reading the recommended practices in this repository and implementing as many of the best practices as you can. This groundwork will pay big dividends later when you need to upgrade your practices and update your documentation as an incubating project. Assistance is available from CNCF TechDocs anytime, including answers to individual questions or a documentation workshop.
  • Incubating
    • Website guidelines: all guidelines are satisfied.
    • Docs assessment: request an (re-)assessment through the CNCF service desk
    • Project documentation:
      • Stakeholders / personas are identified and their core needs (in terms of docs) documented
      • Hosted directly on the website (also see Single-source requirement)
      • Comprehensive, addressing most stakeholder needs
  • Graduated
    • Docs assessment: follow-through actions from any assessment are complete
    • Project documentation fully addresses the needs of key stakeholders
  • Archived
    • The website repo is in an archived state
    • The archived status of the project must be obvious to those visiting the website, such as through the use of a prominent banner.
    • If a successor project exists, link to its website and/or migration documentation.

Usability, accessibility and devices

Most CNCF websites are accessed from mobile and other non-desktop devices at least 10-20% of the time. Planning for this early in your website's design will be much less effort than retrofitting a desktop-first design.

  • Is the website usable from mobile?
  • Are doc pages readable?
  • Are all / most website features accessible from mobile -- such as the top-nav, site search and in-page table of contents?
  • Might a mobile-first design make sense for your project?

Plan for suitable accessibility measures for your website. For example:

  • Are color contrasts significant enough for color-impaired readers?
  • Are most website features usable using a keyboard only?
  • Does text-to-speech offer listeners a good experience?

It is up to each project to set their own guidelines.

Branding

CNCF seeks to support enterprise-ready open source software. A key aspect of this is branding and marketing.

We evaluate on the following:

  • Is there an easily recognizable brand for the project (logo + color scheme) clearly identifiable?
  • Is the brand used across the website consistently?
  • Is the website’s typography clean and legible?

Example:

Case studies/social proof

One of the best ways to advertise an open source project is to show other organizations using it.

We evaluate on the following:

  • Are there case studies available for the project and are they documented on the website?
  • Are there user testimonials available?
  • Is there an active project blog?
  • Are there community talks for the project and are they present on the website?
  • Is there a logo wall of users/participating organizations?

Examples:

SEO, Analytics and site-local search

SEO helps users find your project and its documentation, and analytics helps you monitor site traffic and diagnose issues like page 404s. Intra-site search, while optional, offers your readers site-focused search results and is strongly recommended.

We evaluate on the following:

  • Analytics:
    • Is analytics enabled for the production server?
    • Is analytics disabled for all other deploys?
    • If your project used Google Analytics, have you migrated to GA4?
    • Can Page-not-found (404) reports easily be generated from you site analytics? Provide a sample of the site's current top-10 404s.
  • Is site indexing supported for the production server, while disabled for website previews and builds for non-default branches?
  • Is local intra-site search available from the website?
  • Are the current custodian(s) of the following accounts clearly documented: analytics, Google Search Console, site-search (such as Google CSE or Algolia)

Maintenance planning

Website maintenance is an important part of project success, especially when project maintainers aren’t web developers.

We evaluate on the following:

  • Is your website tooling well supported by the community (i.e., Hugo with the Docsy theme) or commonly used by CNCF projects (our recommended tech stack?)
  • Are you actively cultivating website maintainers from within the community?
  • Are site build times reasonable?
  • Do site maintainers have adequate permissions?

Example:

Other

  • Is your website accessible via HTTPS?
  • Does HTTP access, if any, redirect to HTTPS?