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General Resources

  • ASSESSMENT
    • Learner Assessment
    • Programmatic Assessment
    • Assessment Network
      • About
      • What We Do
      • Get Involved
  • COMMUNICATION
    • Getting your news out there
    • Submitting blog posts
      • How to Contribute a Blog Post to The Carpentries blog
        • Alternative Ways to Post
      • How to Contribute a Blog Post to Data Carpentry
        • Alternative Ways to Post
      • How to Contribute a Blog Post to Library Carpentry
        • Alternative Ways to Post
      • How to Contribute a Blog Post to Software Carpentry
        • Alternative Ways to Post
      • Troubleshooting
    • Newsletter
      • Newsletter content
      • Publishing the newsletter
      • Tips and Tricks
    • Slack and Mailing Lists
    • Carpentries Commons
    • Presentations
    • Scheduling Online Community Events
      • General Room Usage and Links
      • Viewing Zoom Room availability
      • Adding an Event to the Community Calendar
      • Creating a Zoom Room Option on Google Calendars
  • FOR INSTRUCTORS
    • For Current Carpentries Instructors
      • Professional development for Instructors
      • Instructor discussions
      • Mentoring groups
      • Carpentries Champions
      • Meetups page
      • Mentoring and Development
      • Instructor Profile
      • Setting up a workshop
    • Setting up a workshop website
      • Other ways to contribute
      • Thank You to Instructors
    • Become a Carpentries Instructor
      • Who are the Instructors?
      • What knowledge is needed?
    • Motivation for people to train as Instructors
      • Steps to becoming an Instructor
  • INSTRUCTOR DEVELOPMENT
    • Instructor Development Committee
      • Instructor Development Committee Roles
        • Co-Chairs
        • Discussion Session Coordinators
    • Instructor Discussion Sessions
      • Terminology
      • Motivation
      • Who Can Host?
      • Signing up to Host or co-Host a Dicussion
      • Host Expectations
      • Co-Host Expectations
      • Checklists - Instructor Discussion Sessions
        • Discussion Session Coordinator
        • Host and Co-Host
      • Email Templates
        • Pre-workshop Discussion
        • Post-workshop Debriefing
        • Call for Instructors (to Instructor Development Committee)
    • Mentoring Groups
      • Mentoring Groups Outline
        • Sample Mentoring Group Outline: Lesson Maintenance
        • Sample Mentoring Group Outline: Teaching Workshops
        • Sample Mentoring Group Outline: Organizing Workshops
        • Sample Mentoring Group Outline: Community Building
      • Mentoring Groups Highlights
      • 2018-2019 Schedule
      • Mentor Agreement
      • Mentor Onboarding
      • Mentoring Groups Recruitment Strategy
      • Mentoring Groups: Guidelines for Certificates
        • Mentors
        • Mentees
      • Mentoring Groups Roles
        • Mentees
        • Mentors
        • Mentoring Coordinator
      • Mentoring Groups Virtual Showcase
        • Sign-Up
        • Contact
  • INSTRUCTOR TRAINING
    • For Trainers
      • Trainer Duties and Agreement
        • Trainer Agreement
      • Trainers Guide
        • Trainer Meetings
        • Signing up to Teach an Instructor Training Event
        • Trainer Checklists
        • Differences Between In-person and Online Training Events
        • Zoom Manual (Online Trainings)
        • Running a Teaching Demonstration
      • Becoming a Trainer
        • Trainers Training Program
        • Trainers Training Reading Schedule
        • Reviewing New Trainer Applications
      • Trainer Coordinator
        • Duties
        • Email templates (Trainer Coordinator)
      • Email Templates (Trainers)
        • Email after training event
        • Reminder teaching demo
        • Trainee didn’t pass teaching demo
        • Trainee did pass teaching demo
        • Bilingual Demo Session Reminder Email
    • For Administrators
      • Tracking Trainee Checkout Progress
        • Accepting Trainee Applications
        • Tracking Training Event Attendance
        • Tracking Discussion Attendance
        • Tracking Teaching Demos
        • Tracking Lesson Contributions
        • Recording Extensions to Complete Checkout
        • Awarding badges
      • Scheduling Training Events
        • For Member Training Events
        • For Open or Hybrid Training Events
      • Email Templates (Administrators)
        • Initial Member Contact Email (online training)
        • Introducing Host and Trainers (in-person training)
        • Initial Trainee Contact Email (from member site to their prospective trainees - online training)
        • Invitation to Open Training Applicants
        • One Month Trainer Email (online training)
        • One Week Trainer Email (online training)
        • One Week Trainee Email (online training)
        • Missing Instructor Training applications
        • Attendance checkout
        • Event Cancelation (online training)
        • No-Show - Emergency Member (online training)
        • No-Show - Emergency Open Applicant
        • No-Show - Non-Emergency Member (online training)
        • No-Show Non-Emergency Open Applicant
        • Cancellation - Member at least one week notice (online training)
        • Cancellation - Open Applicant at least one week notice
        • Zoom test invitation to host site
        • Response to Instructor Training Inquiry
        • Response to Instructor Training Application
        • Checkout deadline approaching
        • Completed everything except lesson contribution
        • Completed lesson contribution
        • Checkout extension granted
        • Checkout completed
        • Recruiting new Trainers
        • Accepting new Trainers
    • For Member Organizations
      • Joining a Training Event
      • Host Checklist
  • LESSON DEVELOPMENT
    • Lesson Development Roles
      • Curriculum Advisory Committee
      • Lesson Infrastructure Subcommittee
    • Bug BBQs
      • Scheduling a Bug BBQ
      • Communicating about a Bug BBQ
        • Creating a Bug BBQ Website
        • Announcing a Bug BBQ (Blog post template)
        • Announcing Bug BBQ (Discuss list)
        • Announcing Bug BBQ (Maintainer list)
    • Release Process and Schedule
    • Lesson Release checklist
    • Upcoming Lesson Releases
    • Email Templates
      • Curriculum Advisory Committee Invitation
      • Initiate Scheduling of First Meeting
      • Announce Meeting Times and Dates
      • Follow up from Curriculum Advisory Committee Meeting
  • LESSON MAINTENANCE
    • Maintainer Guidelines
    • Maintainer Onboarding
    • How to stay in touch
    • How to handle issues
    • How to get help
    • How to suggest changes to the styling for all lessons
    • How to label issues
    • Email Templates
      • Inviting new Maintainers
      • Maintainer onboarding meetings
      • Onboarding reminder
      • Missed onboarding meeting
      • Welcoming new Maintainers
  • POLICIES
    • The Carpentries Code of Conduct
    • Incident Reporting Guidelines
      • Enforcement Manual
    • Instructor No-Show Policy
    • The Carpentries Privacy Policy
      • Definitions
        • How is personally identifiable information stored?
        • Who has access to personally identifiable information?
      • Section I: Workshop Participants
        • What information do we obtain?
        • How is this information used?
      • Section II: Instructors
        • What information do we obtain?
        • How is this information used?
      • Section III: Other Volunteers
        • What information do we obtain?
        • How is this information used?
      • Section IV: Online Spaces
        • What information do we obtain?
        • What do we do with this information?
      • Section V: Opt-in Surveys
        • What information do we obtain?
        • What do we do with this information?
      • Section VI: All Participants
        • Can I decide what communications to receive?
        • Removing personal information
        • Limitations
        • What about third party links on our websites?
        • Who should be contacted regarding this Privacy Policy?
    • The Carpentries Reimbursement Policy
    • Carpentries Professional Development Policy
  • REGIONAL COMMUNITIES
    • African Task Force
      • What We Do
      • Join US
      • Current members
    • Carpentries en América Latina
      • Como puedes ayudar / Ways to help
      • Cómo participar / How to get involved
      • ¿Quién está involucrado? / Who is already involved?
      • Reuniones bilingües / Bilingual meetings
      • Traducciones / Translations
  • TEACHING AND HOSTING
    • Workshop checklists
      • Host checklist
      • Billing Guidelines
      • Instructor Checklist
      • Helper Checklist
      • Email Templates
    • Tips For Instructors
      • Handling Software Installation
      • Talking About the Code of Conduct
      • Using Exercises
      • General Tips
      • Preparing to Teach
    • Workshop needs
      • Venue
      • Equipment and materials
      • Accessibility
  • WORKSHOP ADMINISTRATION
    • Role and Expectations
    • Workshop administration workflow
      • For centrally organized workshops
      • For self organized workshops
    • AMY: the Carpentries’ internal database
      • Logging in
      • AMY dashboard
      • Adding a new organization
      • Adding a new person
        • Adding an individual record
        • Adding bulk records
      • Adding a new airport
      • Adding a new event
        • Creating a new event manually
        • Creating a new event from URL
        • Creating a new event from a workshop request
      • Assigning people to events
        • Assigning people to events one by one
        • Assigning people to events in bulk
      • Instructor Training
        • Accepting Trainee Applications
        • Tracking checkout progress
      • Issueing badges
      • Reports
      • Roles in AMY
      • Instructor login
      • Other tasks
        • Merging duplicate persons or events
      • Searching
        • General search
    • Setting up surveys using Survey Monkey
      • Logging in
      • Setting up a workshop survey
      • Sharing survey results: Web view
      • Sharing survey results: Raw data
      • Modifying survey responses
    • Event registration using Eventbrite
      • Logging in
      • Creating a new event
      • Create tickets
      • Giving hosts access to view registration
    • Email templates
      • From Workshop Administrators
        • General inquiry response
        • New Teaching Opportunities on Signup Sheet
        • Logistics Information from Host
        • Confirming instructor availability
        • Host and instructor introductions
        • Other instructors placed
        • Eventbrite information needed for Registration
        • Eventbrite Registration Setup
        • Eventbrite Registration Complete
        • Sharing survey results
        • Pre workshop check in
        • Post workshop check in
        • Host and Business Administrator Introductions (non-members)
        • Host and Business Administrator Introductions (members using Eventbrite)
      • From Instructors and Hosts
        • For Self Organized Workshops: Recruiting Co-instructor
        • Recruiting Helpers
        • Advertising your workshop
        • Email learners before workshop
        • Email learners after workshop
        • Encourage learners to complete pre-workshop survey
        • Encourage learners to complete post-workshop survey
  • GOVERNANCE
    • The Carpentries Bylaws
      • 1. Purpose
      • 2. Lesson Program Membership
        • Overview
        • Eligibility for Lesson Program Membership
        • Roles and Responsibilities of Lesson Programs
        • Governance of Lesson Programs
        • Resignation and Termination of Lesson Programs
      • 3. Organizational Membership
        • Eligibility, Rights, and Termination of Organizational Members
      • 4. Individual Voting Membership
        • Eligibility, Rights, and Termination for Voting Members
      • 5. Executive Council
        • General Powers
        • Responsibilities of Executive Council Members
        • Number, Tenure, Requirements, and Qualifications
        • Regular Meetings and Quorum
        • Compensation
        • Confidentiality
        • Removal
      • 6. Nominations and Elections
        • Overview
        • Community-elected Members
        • Council-elected Members
        • Between-election vacancies
      • 7. Officers
        • Chair
        • Vice-Chair
        • Secretary
        • Treasurer
        • Election of Officers
        • Removal of Officers
      • 8. Committees
        • Committee Formation
      • 9. Staff
        • Executive Director
      • 10. Amendments
        • Bylaws
    • Lesson Programs
      • Lesson Program Policy
        • Roles and Responsibilities of Lesson Programs
        • Roles and Responsibilities of The Carpentries

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The Carpentries Handbook
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GOVERNANCE¶

  • The Carpentries Bylaws
    • 1. Purpose
    • 2. Lesson Program Membership
    • 3. Organizational Membership
    • 4. Individual Voting Membership
    • 5. Executive Council
    • 6. Nominations and Elections
    • 7. Officers
    • 8. Committees
    • 9. Staff
    • 10. Amendments
  • Lesson Programs
    • Lesson Program Policy
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