feat: add bullets from previous ISPO WG zoom summary

refactor: adjust patlet to 2 sentence problem solution
feat: add references to open source project guidance
refactor: adjust problem to be more specific

Author: jeffabailey

patterns/1-initial/migrating-from-innersource-to-open-source.md

@@ -4,11 +4,11 @@ Migrating from InnerSource to Open Source
 
 ## Patlet
 
-When an InnerSource project succeeds internally and meets criteria for external release, establish a process that addresses legal, security, governance, and community readiness to transition the project to open source while maintaining its internal value.
+When an InnerSource project succeeds internally and meets criteria for external release, organizations often lack a structured approach for the transition. Establish a process that addresses legal, security, governance, and community readiness to transition the project to open source while maintaining its internal value.
 
 ## Problem
 
-Organizations with successful InnerSource projects may want to transition to open source but lack structured processes. Without proper planning, projects risk legal issues, security vulnerabilities, governance conflicts, and community challenges that could harm success and reputation.
+Organizations with successful InnerSource projects may want to transition to open source but lack structured processes for this evolution. While InnerSource provides a foundation of collaborative development practices, internal governance, and community management skills, the transition to external open source introduces new challenges. Without proper planning, projects risk legal issues, security vulnerabilities, governance conflicts, and community challenges that could harm both the project's success and the organization's reputation in the broader open source ecosystem.
 
 ## Story
 
@@ -18,12 +18,12 @@ A tech company developed a popular internal tool using InnerSource, achieving st
 
 This pattern applies when:
 
-- An InnerSource project has achieved internal success and adoption.
-- The organization has established InnerSource practices and governance.
-- There is strategic value in releasing the project publicly.
+- An InnerSource project has achieved internal success and adoption, demonstrating proven collaborative development practices.
+- The organization has established InnerSource practices and governance, providing a foundation for external community management.
+- There is strategic value in releasing the project publicly while maintaining its internal utility.
 - Legal and compliance frameworks are in place for open source releases.
-- The project team has experience with collaborative development practices.
-- External market demand or strategic positioning justifies open sourcing.
+- The project team has experience with InnerSource collaborative development practices and internal community management.
+- External market demand or strategic positioning justifies open sourcing, leveraging the project's InnerSource success.
 
 ## Forces
 
@@ -41,12 +41,15 @@ This pattern applies when:
 Establish a comprehensive migration process that includes:
 
 1. **Pre-Migration Assessment**: Evaluate the project's readiness using established criteria, including adoption metrics, documentation quality, and community management capabilities
+   - Assess business value and strategic alignment for external release.
+   - Ensure InnerSource templates align with open source standards to reduce transition friction.
 
 2. **Legal and Compliance Review**: 
    - Conduct a thorough code review to identify and remove proprietary information.
    - Establish clear licensing terms and intellectual property ownership.
    - Perform patent and copyright clearance.
    - Create legal documentation for external contributors.
+   - Maintain contributor history and credits during the transition to avoid losing valuable contribution records.
 
 3. **Security Hardening**:
    - Remove internal credentials, API keys, and sensitive configuration.
@@ -58,7 +61,8 @@ Establish a comprehensive migration process that includes:
    - Define decision-making processes that balance internal needs with community input to ensure effective outcomes.
    - Establish maintainer roles and responsibilities.
    - Create contribution guidelines and code of conduct.
-   - Design community management processes
+   - Design community management processes.
+   - Add contributor acknowledgment sections to READMEs to appropriately credit all contributors during the transition.
 
 5. **Community Preparation**:
    - Train maintainers on open source community management
@@ -83,24 +87,37 @@ Establish a comprehensive migration process that includes:
    - Create escalation procedures for critical issues.
    - Define success metrics and review cycles.
    - Plan for long-term sustainability
+   - Implement systems to measure and demonstrate business value produced by open source developers.
+   - Identify and automate repetitive processes in project setup and maintenance.
 
 ## Resulting Context
 
 After successful migration:
 
-- The project gains external contributors and broader adoption.
-- Internal teams develop open source community management skills.
-- The organization builds a reputation within the open-source ecosystem.
+- The project gains external contributors and broader adoption, building on its InnerSource foundation.
+- Internal teams leverage their InnerSource community management experience to manage external contributors effectively.
+- The organization builds a reputation within the open source ecosystem, demonstrating a successful evolution from InnerSource to open source.
 - Legal and compliance frameworks are established for future open source releases.
-- The project may require ongoing resource allocation for community management.
-- Internal development processes may need to adapt to the needs of the external community.
-- New opportunities for collaboration and innovation emerge through external partnerships.
+- The project may require ongoing resource allocation for community management, but it benefits from established InnerSource practices.
+- Internal development processes adapt to external community needs while maintaining InnerSource principles.
+- New opportunities for collaboration and innovation emerge through external partnerships, extending the collaborative culture developed through InnerSource.
+- Open sourcing projects often leads to increased internal usage and adoption, contrary to initial expectations.
+- Aligning InnerSource and open source templates reduces friction for future transitions.
 
 ## Rationale
 
-Migrating from InnerSource to open source is a natural evolution for internal projects, but requires careful planning to avoid pitfalls. A structured approach addresses legal, security, and governance issues proactively. By building on InnerSource practices, organizations can leverage collaborative skills and adapt to external community challenges.
+Migrating from InnerSource to open source is a natural evolution for successful internal projects, but requires careful planning to avoid pitfalls. A structured approach addresses legal, security, and governance issues proactively. By building on established InnerSource practices, organizations can leverage their collaborative development skills, community management experience, and internal governance structures to adapt to external community challenges.
 
-This migration strikes a balance between organizational needs and open-source community expectations, resulting in sustainable projects that benefit both. The gradual approach enables learning and adaptation while minimizing risks to the project and the organization.
+This migration leverages the foundation of InnerSource success—proven collaboration patterns, established contribution workflows, and internal community management—to create sustainable open source projects. The gradual approach enables organizations to apply their InnerSource learnings while minimizing risks to both the project and the organization's reputation in the broader open source ecosystem.
+
+## References
+
+- [Open Source Guide: How to Contribute to Open Source](https://opensource.guide/how-to-contribute/)
+- [Mozilla's Open Source Guidelines](https://www.mozilla.org/en-US/about/policy/lean-data/build-security/)
+- [Google's Open Source Documentation](https://opensource.google/docs/)
+- [The Open Source Way](https://www.theopensourceway.org/)
+- [GitHub's Open Source Guide](https://github.com/github/opensource.guide)
+- [Apache Software Foundation: How to Open Source](https://www.apache.org/dev/apply-license.html)
 
 ## Known Instances