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
    • Membership Agreement for the Code of Conduct (CoC) Committee
      • Core Membership Agreement:
      • Further Roles and Responsibilities:
        • [1] Note on Conflicts of Interest:
        • [2] Note on the CoCc Meetings:
        • Onboarding of new committee members:
        • Leaving the Committee:
      • Relevant information:
      • References:

General Resources

  • ASSESSMENT
    • Learner Assessment
    • Programmatic Assessment
    • Assessment Network
      • About
      • What We Do
      • Get Involved
  • COMMUNICATIONS
    • TOOLS
      • Etherpads
        • General Usage
        • Troubleshooting
      • Newsletter
        • Newsletter Content
        • Submitting Newsletter Content
        • Publishing the Newsletter
        • Tips and Tricks
      • Slack and Mailing Lists
      • Zoom Rooms
        • General Room Usage and Links
        • Zoom Manual
        • Adding an Event to the Community Calendar
        • Creating a Zoom Room Option on Google Calendars
    • RESOURCES
      • The Carpentries Style Guide
        • A
        • B
        • C
        • D
        • E
        • F
        • H
        • I
        • N
        • O
        • P
        • Q
        • R
        • S
        • T
      • Carpentries Commons
      • Logos
        • Links to Logo Files
      • Presentations
      • The Carpentries Communications Strategy
        • Introduction
        • Background
        • Communications Objectives
        • Meeting our Communications Objectives
      • The Carpentries Communications Strategy Implementation Plan
        • Introduction
        • Project-Centric Communications
        • Organisation-Wide Communications
        • Communications Roles and Responsibilities
    • HOW-TO GUIDES
      • Adhering to The Carpentries Style Guide
      • Collaborative Blog Post Writing
        • Sharing blog post ideas
        • Sharing ready-to-publish drafts
      • Selecting Tags for your Carpentries Blog
        • By Region
        • By Carpentry
        • By Thematic Focus
        • By Community Activity
        • By Carpentries-centric Initiatives
        • By Resource Genre
      • Sharing Relevant Announcements
  • 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
        • 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
    • Centrally Organized Workshop
    • Self-Organized Workshop
      • 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
      • Learner Certificates
  • 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
      • Issuing 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 iInformation Needed for Registration
        • Eventbrite Registration Setup
        • Eventbrite Registration Complete
        • Sharing Survey Results
        • Pre-workshop Checkin
        • Post-workshop Checkin
        • 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

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The Carpentries Handbook
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  • GOVERNANCE
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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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