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Signed-off-by: Gopal Panchal <26129553+gopal10@users.noreply.github.com> Signed-off-by: Carrie Dils <carriedils@gmail.com> Co-authored-by: Carrie Dils <carriedils@gmail.com>
176 lines
6.9 KiB
Markdown
176 lines
6.9 KiB
Markdown
# Release Manager – Role Description & Responsibilities
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## Role Overview
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The Release Manager is responsible for coordinating, overseeing, and executing the project's release process from initial planning through post-release follow-up.
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This role ensures that each release meets quality, security, documentation, and communication standards, as defined in the project's [Release Checklist](/process/release-checklist.md), and that contributors are aligned throughout the process.
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The Release Manager does not necessarily perform all tasks personally, but is accountable for ensuring they are completed, documented, and verified.
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## Primary Responsibilities
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### 1. Release Planning & Scoping
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- Define and communicate release scope, versioning, and target timelines
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- Coordinate with maintainers and contributors to identify included features, fixes, and breaking changes
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- Ensure regulatory, licensing, and compliance considerations are reviewed when applicable
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- Maintain and publish the release schedule
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**Related checklist phases:** Pre-Release Planning – Release Scope & Timing
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### 2. Process Coordination & Tracking
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- Own and maintain the Release Checklist for each release
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- Track progress across all release phases
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- Identify blockers, risks, and dependencies early
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- Ensure open items are assigned and followed up
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**Related checklist phases:** All phases
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### 3. Quality, Security, & Compliance Oversight
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- Verify that testing, reviews, and validation steps are completed
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- Ensure security scanning, SBOM generation, and compliance checks are performed
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- Confirm that performance, stability, and upgrade paths meet project standards
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- Escalate unresolved quality or security concerns
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**Related checklist phases:** Development & Testing, Security & Compliance, Pre-Release Verification
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### 4. Release Artifact & Branch Management
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- Coordinate creation and verification of release builds and packages
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- Ensure artifacts are signed, checksummed, and uploaded correctly
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- Oversee tagging, branching, and versioning in the repository
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**Related checklist phases:** Release Artifact Preparation, Release Execution – Distribution
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### 5. Documentation & Communication
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Coordinate preparation and review of:
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- Release notes
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- Changelog updates
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- Migration/upgrade guides
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- Security advisories
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Ensure announcements are drafted and scheduled. Coordinate with communications and community leads as needed.
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**Related checklist phases:** Documentation, Communications Preparation, Release Execution – Announcements
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### 6. Release Execution
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- Lead and coordinate day-of-release activities
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- Confirm that all publication steps are completed
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- Ensure releases are published across all official channels
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- Validate that documentation and websites are updated
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**Related checklist phases:** Release Execution
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### 7. Post-Release Monitoring & Follow-Up
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- Monitor issues, feedback, and metrics following release
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- Coordinate hotfixes or patch releases if required
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- Organize post-release retrospectives
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- Update documentation and processes based on lessons learned
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- Archive release artifacts and records
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**Related checklist phases:** Post-Release – Monitoring, Post-Release – Follow-up
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## Collaboration & Authority
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### Works Closely With
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- Maintainers and core contributors
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- Security and compliance leads (if applicable)
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- Documentation and communications teams
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- Community moderators and support channels
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### Authority
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The Release Manager is empowered to:
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- Delay a release if critical checklist items are incomplete
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- Escalate blockers to project leadership
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- Request additional reviews or testing
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- Recommend process improvements
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- Set code freeze dates and approve exceptions
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- Make go/no-go recommendations for release
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## Expected Skills & Qualities
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### Technical Skills
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- Familiarity with the project's codebase and tooling
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- Understanding of version control workflows (Git)
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- Knowledge of build and release processes
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- Comfort with command-line tools and automation
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### Organizational Skills
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- Strong project coordination and tracking abilities
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- Attention to detail and risk awareness
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- Ability to manage multiple parallel workstreams
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### Communication Skills
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- Clear written and verbal communication
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- Ability to coordinate distributed contributors
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- Comfortable facilitating discussions and making decisions
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- Experience documenting processes and decisions
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### Leadership Qualities
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- Comfort making go/no-go recommendations
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- Proactive problem identification and escalation
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- Ability to balance quality standards with pragmatic timelines
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## Getting Started as Release Manager
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### Prerequisites
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- Active project contributor with demonstrated commitment
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- Familiarity with the project's development workflow
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- Understanding of the Release Checklist
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- Nominated by existing maintainers or self-nomination accepted
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### Onboarding Process
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1. Shadow at least one complete release cycle
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2. Co-manage a release with an experienced Release Manager
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3. Review all release documentation and retrospectives
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4. Obtain necessary access and credentials (see below)
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## Tools & Access Requirements
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The Release Manager needs access to:
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- Repository write/admin access for tagging and branching
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- Signing keys for release artifacts
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- Distribution channel credentials (package registries, CDNs, etc.), if applicable
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- Documentation site publishing access
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- Communication channels (blog, social media, mailing lists)
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- CI/CD system administrative access
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- Issue tracker for creating milestones and tracking items
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Not all access needs to be held personally. Infrastructure tasks such as cache flushing may be performed by a delegate (e.g., a DevOps or site administrator) at the Release Manager's coordination. The Release Manager is accountable for ensuring these steps happen, not necessarily for having the credentials themselves.
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## Time Commitment
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- **Planning phase:** 5-10 hours for scope definition and scheduling
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- **Active development:** 2-5 hours per week monitoring progress
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- **Release week:** 10-20 hours for final verification and execution
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- **Post-release:** 5-10 hours for monitoring and retrospective
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- Must be available and responsive during code freeze and release day
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## Term & Rotation
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- Release Managers may be appointed per release or serve for multiple release cycles
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- The role may rotate among qualified maintainers to distribute responsibility
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- Shadowing or co-managing releases is encouraged for knowledge transfer
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- Release Managers may step down with appropriate notice to ensure continuity
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## Support & Resources
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### Documentation
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- Release Checklist: [LINK](/process/release-checklist.md)
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- Release Process Guide: [LINK](/process/release-process-guide.md)
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## Notes
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- Release schedules are targets—quality and security take precedence over deadlines
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- Multiple people can share Release Manager duties or divide responsibilities
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- First-time Release Managers should pair with experienced maintainers
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- Document any deviations from standard process for future reference
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- Regular retrospectives help continuously improve the release process
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