The Carpentries Handbook Logo
  • CODE OF CONDUCT
    • The Carpentries Code of Conduct
      • Code of Conduct (Summary View)
      • Code of Conduct (Detailed View)
      • Update Logs
      • About this document
    • Code of Conduct Incident Response Guidelines
      • Immediate Response
      • Ongoing Incidents
      • Checklists for Responding to an Incident
    • Code of Conduct Incident Reporting Guidelines
      • Reporting a Potential Code of Conduct Incident
      • Alternative Contact Points
      • Confidentiality
      • Report Data
      • Following Up with Reporter(s)
    • Code of Conduct Incident Response Procedure and Enforcement Guidelines
      • Terminology
      • Incident Response Procedure for The Carpentries Code of Conduct Committee
      • Report Acknowledgement
      • Incident Response Assessment
      • Following up with the Reportee
      • Resolutions
      • Appeal Process
      • Accountability
      • Conflicts of Interest
    • Code of Conduct Termed Suspension Guidelines
      • The Carpentries Termed Suspension Checklist
      • Online Communication and Communities
      • Teaching Workshops
      • Organising Workshops
      • Instructor Training
      • Trainer Training
      • Member Organisation and Local Activities
      • Lesson Development and Maintenance
      • Executive Council
      • Committees, Task Forces, and Other Interactions
      • Other Interactions

General Resources

  • ASSESSMENT
    • Learner Assessment
    • Programmatic Assessment
    • Assessment Network
      • About
      • What We Do
      • Get Involved
  • COMMUNICATION
    • The Carpentries Style Guide
      • A
        • abbreviations and acronyms
        • accents
        • adverbs
        • ampersand
        • apostrophes
      • B
        • bullet points
      • C
        • capital letters and capitalisation
        • Carpentries
        • commas
        • company names
      • D
        • dates
      • E
        • e.g.
        • etc.
      • F
        • figures
        • first name, forename, given name
        • foreign accents
        • foreign names
        • foreign words and phrases
        • fractions
      • H
        • honourifics and titles
      • I
        • inclusivity
        • initials
        • -isation
        • -ise
        • italics
      • N
        • names
        • numbers
      • O
        • Oxford comma
      • P
        • per cent
      • Q
        • quotation marks
        • quotations
      • R
        • roles
      • S
        • scientific names
        • seasons
        • singular or plural?
        • square brackets
      • T
        • times
    • 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
      • Submitting newsletter content
      • Publishing the newsletter
      • Tips and Tricks
    • Slack and Mailing Lists
    • Carpentries Commons
    • Presentations
    • Scheduling Online Community Events
      • General Room Usage and Links
      • Zoom Manual
        • Host abilities:
        • General tips:
      • Viewing Zoom Room availability
      • Adding an Event to the Community Calendar
      • Creating a Zoom Room Option on Google Calendars
    • Etherpads
      • General Usage
      • Troubleshooting
    • Logos
      • Links to logo files
  • FOR INSTRUCTORS
    • For Current Carpentries Instructors
      • Professional development for Instructors
      • Mentoring and Development
      • Community discussions
      • Mentoring groups
      • Carpentries Champions
      • Meetups page
      • Instructor Profile
      • Teaching
        • Setting up a workshop
        • Setting up a workshop website
      • Other ways to contribute
    • Become a Carpentries Instructor
      • Who are the Instructors?
      • What knowledge is needed?
      • Motivation for people to train as Instructors
      • Steps to becoming an Instructor
  • 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. Organisational Membership
        • Eligibility, Rights, and Termination of Organisational 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
  • INSTRUCTOR DEVELOPMENT
    • Instructor Development Committee
      • Instructor Development Committee Roles
        • Co-Chairs
        • Secretary
        • Communications Chair
        • Mentoring Chair
        • Discussion Session Coordinator
        • Special Projects Chair
    • Community Discussions
      • Terminology
      • Motivation
      • Who Can Host?
      • Signing up to Host or co-Host a Community Dicussion
      • Host Expectations
      • Co-Host Expectations
      • Checklists - Community Discussions
        • Discussion Session Coordinator
        • Host and Co-Host
      • Email Templates
        • Pre-workshop Discussion
        • Post-workshop Debriefing
        • Call for Instructors (to Instructor Development Committee)
    • Community Discussions Workflow
      • Scheduling Community Discussions
      • Preparing to Host a Carpentries Community Discussion
      • Community Discussion Wrap-Up
    • Mentoring Groups
      • Mentoring Groups Outline
        • Sample Mentoring Group Outline: Lesson Maintenance
        • Sample Mentoring Group Outline: Teaching Workshops
        • Sample Mentoring Group Outline: Organising Workshops
        • Sample Mentoring Group Outline: Community Building
      • Mentoring Groups Highlights
      • 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
    • Mentoring Groups Workflow
      • Preparing to Run Mentoring Groups
      • Recruiting Mentors and Mentees
      • Setting Up Mentoring Groups
      • Mid-Program Tasks
      • Wrapping Up Mentoring Groups
  • 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
        • 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)
        • Templates in English
        • Templates in Spanish
    • 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
        • Trainee no-shows and cancellations
      • Scheduling Training Events
        • For Online 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 Cancellation (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
        • Follow-up - Trainers Attendance List
        • 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)
    • 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
    • How to stay in touch
    • How to handle issues
    • How to get help
    • How to suggest changes to the styling for all lessons
    • Maintainer Onboarding
    • How to label issues
      • How to populate a GitHub repository with these labels
    • Email Templates
      • Inviting new Maintainers
      • Maintainer onboarding meetings
      • Onboarding reminder
      • Missed onboarding meeting
      • Welcoming new Maintainers
    • Contributing to Carpentries lessons
  • POLICIES
    • The Carpentries Privacy Policy
      • Definitions
        • How is personally identifiable information stored?
        • Who has access to personally identifiable information?
      • Section 1: Workshop Participants
        • What information do we obtain?
        • How is this information used?
      • Section 2: Instructors
        • What information do we obtain?
        • How is this information used?
      • Section 3: Other Volunteers
        • What information do we obtain?
        • How is this information used?
      • Section 4: Online Spaces
        • What information do we obtain?
        • What do we do with this information?
      • Section 5: Opt-in Surveys
        • What information do we obtain?
        • What do we do with this information?
      • Section 6: 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?
    • Instructor No-Show Policy
    • The Carpentries Reimbursement Policy
    • Carpentries Professional Development Policy
  • REGIONAL COMMUNITIES
    • Regional Coordinators
    • Carpentries in Africa
      • What We Do
      • Join Us
      • Historical support
    • Carpentries-es
      • 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
    • Regional Mailing Lists
      • Current local/regional mailing lists
        • Africa
        • Asia
        • Australia/New Zealand
        • Canada
        • Europe
        • Latin America
        • United States
  • 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
    • Teaching unofficial Carpentries workshops
    • Workshop needs
      • Venue
      • Equipment and materials
      • Accessibility
  • WORKSHOP ADMINISTRATION
    • Role and Expectations
    • Workshop Administration workflow
      • For centrally organised workshops
      • For self organised workshops
    • AMY: The Carpentries’ internal database
      • Logging in
      • AMY dashboard
      • Adding a new organisation
      • Adding a new person
        • Adding an individual person record
        • Adding bulk person 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
      • Memberships
      • Reports
      • Roles in AMY
        • Instructor login
        • Admin roles
      • Other tasks
        • Merging duplicate persons or events
      • Searching
        • General search
        • Searching for Qualified Instructors
        • Searching for Events
        • Searching for Organisations
        • Searching for Persons
    • 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 Regional Coordinator
        • 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)
        • Instructions for Instructors to Update AMY Profile
      • From Instructors and Hosts
        • For Self Organised 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

About

  • Why was this handbook created?
  • Building this site
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  • License
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The Carpentries Handbook
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  • GOVERNANCE
  • Edit on GitHub

GOVERNANCE¶

  • The Carpentries Bylaws
    • 1. Purpose
    • 2. Lesson Program Membership
    • 3. Organisational 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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