Governance
Managing Research Software Projects
Greg Wilson
2026
Learning Objectives
- Describe two ways informal decision-making fails as projects
grow.
- Describe Martha’s Rules and explain when they are appropriate.
A Governance Statement
- Every project needs written answers to three questions.
- Who gets a vote on what?
- How are decisions recorded and communicated?
- How does someone without a vote raise a concern?
- Research projects must also decide authorship order and release
approval.
Martha’s Rules
- Proposals are filed at least 24 hours before a meeting.
- A proposal is at most one page: summary, proposal, pros and cons,
alternatives.
- Members cast a sense vote: support, neutral, or oppose.
- If everyone supports or is neutral, the motion passes.
- Opposition triggers 10 minutes of discussion followed by a binary
vote.
- Decisions go in a public decision log.
Meetings as Governance
- Agendas with time allocations sent in advance.
- A rotating facilitator and a designated note-taker.
- A public decision log makes behavior visible and predictable.
- Status updates in “progress, plans, problems” format.
- Managers provide context and priorities.
Externals and Escalation
- Say how external contributors can make proposals or escalate
concerns.
- Say when someone who has submitted pull requests can vote.
- Omitting this is equivalent to “maintainers decide and contributors
live with it”.
- Spell out the appeal process, or say clearly that there isn’t
one.
Credit
- Three questions get confused:
- Who wrote the code?
- Who gets credit for the software?
- Who is an author on the paper?
git log records code but not reviews and other
contributions.
As a Manager
- Write down what qualifies someone for authorship before anyone
asks.
- Keep a
CONTRIBUTORS.md file up to date.
What about AI?
-
LLM summaries can surface points of disagreement before a meeting
-
LLM-drafted position statements look equally authoritative regardless of
evidence
-
LLM governance documents can omit the operational detail that makes them
useful
Authorship Policy (7 min)
Write two sentences for the “Authorship” section of your
CONTRIBUTING.md:
- Sentence 1: what kinds of contributions qualify someone for
authorship on a paper about the software. Be specific: not “substantial
contribution” but something that could be assessed independently after
the fact.
- Sentence 2: how someone who believes they have been omitted can
raise the issue.
Stress Test (8 min)
Work in groups of three. One person reads their governance statement
aloud. The other two play roles:
- A confused newcomer who wants to contribute but has never interacted
with the project. Ask one question the statement doesn’t answer.
- A disgruntled long-term contributor who disagrees with a recent
decision. Ask one question about how they could have raised that
disagreement.