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Team Compass

Organization wide

  • Organization
    • Mission and values
    • Theory of Impact
    • Goals and strategy
    • Service model
    • Value proposition
    • Annual plan for 2026
    • Organizational structure
      • Executive Director
      • The steering council
    • Key Performance Indicators
  • People operations
    • Scope and responsibilities
    • KPIs for People
    • Expectations of team members
    • Hiring process and information
    • Compensation and Benefits
    • People Management
    • Planning for professional development
    • Personal and professional development: time and money
    • Job titles and levels
    • Taking time off
    • Cost reduction decision making framework
  • Open source strategy
    • Scope and responsibilities
    • Open source strategy and policies
    • Funding for open source
    • Intellectual property
    • Key open source communities
  • Finance and accounting
    • Scope and responsibilities
    • Financial strategy
    • Accounting data
      • Overview of accounting reports from SAGE Intacct
    • Contracts, grants, and invoices
    • Spending money
    • Fundraising and philanthropy pipeline
    • Budget projections
    • Monthly accounting and budget projection process
    • Payment accounts
    • Cloud costs
    • Ramp Cards Policy (for individual use)
  • Administration
    • Scope and responsibilities
    • Structure and roles
    • CS&S Administration
    • Reimbursements and Ramp
    • Set up a contractor with CS&S
    • Send invoices to CS&S
    • Google workspace
    • GitHub organization
    • AirTable accounts
    • Web domains and DNS
    • Authentication accounts for hubs
    • Shared bitwarden account
    • Zoom accounts
  • Team-wide practices
    • Workflow goals and strategy
    • Code of conduct
      • CoC Report Response Protocol
      • Social Rules
    • Workflow for planning and delivery
    • Team Practices
      • Guide for Open, Honest Conversations
      • Decision making guide
      • Expectations of all team members
      • Giving and receiving Effective Feedback
      • Responsibile and accountable roles
      • “Brown Bag” Tech Talks
    • Getting started and onboarding
    • Where to look for information
    • Meeting guidelines and policy
    • Communication channels
    • About the Team Compass
    • External documentation and their owners

Areas of work

  • Delivery Enablement
    • Delivery Enablement team overview
      • Chief of Staff Role
      • Delivery Manager Role
      • Operations Manager Role
      • People Lead Role
      • Executive Assistant
    • Delivery Enablement team KPIs
    • Creating alignment
    • Meetings in Delivery Enablement
      • Operations Planning (Review Operations Board)
      • Operations Sync (Operations Alignment and Sync)
      • Retrospective (Delivery Enablement/Operations Retro)
      • BD/P&S Engagement Review (Review Active Engagements in Asana)
    • General Processes
      • Process for managing Cloud Costs
      • Process for collecting MAU data
  • Business Development
    • Business Development Overview
    • Business development strategy
    • Pricing strategy
    • Key Performance Indicators for BD
    • Roles in Business Development
      • Business Development Lead (BD Lead)
      • Sales 1
    • Sales Operations Overview (2025)
    • HubSpot Usage (2026)
    • Engagement management
    • Creating alignment
    • Workflow for hub service leads
    • Grants and projects workflow
    • Engagement Workflow Overview
    • Strategic Contacts — HubSpot Guide
    • Using FreshDesk
    • Track Hub Usage with Grafana
    • Community Check-in
    • Meetings in Business Development
      • Horizon Scanning (P&S: Horizon Scanning)
      • Project Management alignment (P&S: Project Management)
      • Sales Sync (BizDev: Sales Sync)
      • Product Sync (BizDev - Product Sync)
  • Marketing and outreach
    • Marketing goals and strategy
    • Communications workflow
    • Our blog
    • Social media
    • Mailing list
    • Web analytics
    • Design, images, and videos
    • Publishing and DOIs
    • Talks, presentations, and conferences
    • Printing stickers
    • Business cards
  • Product and Services
    • Scope and responsibilities
    • Structure and roles
      • Head of Product and Services
      • Senior Product Manager, Open Science Enablement
      • Delivery Manager / Chief of Staff
      • Engineering Manager
      • Open Source Applications Engineer
      • Open Source Infrastructure Engineer
      • Technology Lead
    • Product delivery flow
    • Documentating product features
    • Using Productboard for prioritization
    • Community Relations
    • Services
    • Estimating costs of delivery
    • Key Performance Indicators
  • Engineering
    • Scope and responsibilities
    • Structure and roles
      • Delivery Manager / Chief of Staff
      • Engineering Manager
      • Open Source Applications Engineer
      • Open Source Infrastructure Engineer
      • Technology Lead
    • Workflow
      • 2-week iterations - Our default process
      • Hyper focus and learning workflow (1-week iterations)
      • Task Sizing
    • Engineering work definition of ready
    • Technical strategy
    • Accounts and cloud access
    • Secrets, credentials, and passwords
    • Merge and Code Review policy
    • GitHub repository conventions
    • Style guide for repositories
    • Team meeting archive
      • 2022 Meeting Notes
      • 2021 Meeting Notes
      • 2020 Meeting Notes

Services

  • Services Overview
  • Dedicated Delivery Management
    • Ceremonies
    • Time Tracking
  • Interactive Computing
    • Hub Rollout Process
    • Sales Engineer Guide
    • Needs Assessment Guide
    • Validation Guide
    • Onboard a Community
    • Offboard a Community
    • Community Value
    • Communicating Changes
    • Making Changes to Multiple Hubs (network-wide updates)
    • Adding an Additional Hub to an Existing Community
    • Dedicated and Shared clusters for hubs
    • Budget alerts response
    • Showcase Hub
    • Incident Response
      • Things to know before an incident
      • Incident response process
      • After the incident
      • Paying out past Incident Report debt
  • Technical Support
    • Terminology
    • Roles and team structure
    • Support process
    • Add or update community representatives
    • Initial timeboxed (30m) ticket resolution checklist
    • Communication channels
    • Expected time off and downtime
    • Support Templates
  • Community Success Hours
    • Overview
    • Delivering and logging Community Success Hours
    • How to set up CSH in Asana
  • Open Source Development
  • Delivery
    • Engagement Management
    • Premier Membership Engagement
    • General Membership Engagement
    • Starter Service Engagement
  • List of running hubs

Reference Material

  • Calendars and meetings
  • List of team members
  • Guide to writing documentation
    • Edit the documentation
    • Write content with MyST markdown
    • Set up a local documentation environment
    • Secrets, passwords and access tokens
  • Important terminology
  • Inspiration for 2i2c’s practices
  • Repository
  • Suggest edit
  • .md

Administration

Administration#

This chapter contains administrative information at 2i2c.

  • Scope and responsibilities
  • Structure and roles
    • Fiscal Sponsor
  • CS&S Administration
    • How do I contact CS&S?
    • Where can I find the CS&S Employee Handbook?
    • CS&S Operations
    • Google Group
  • Reimbursements and Ramp
    • Where should I ask questions about reimbursement?
    • What can be reimbursed?
    • Reimbursement for employees
    • Reimbursement for contractors
    • Reimbursements with our 2i2c credit card
    • Cloud reimbursements
    • The receipts@2i2c.org address
  • Set up a contractor with CS&S
  • Send invoices to CS&S
    • Invoicing process
    • Invoice template
    • What is my grant code?
    • If an invoice is not paid when expected
  • Google workspace
    • Administrator console
    • Access and permissions
    • Groups and shared e-mails
    • Add new members
  • GitHub organization
    • Organization plan
    • Teams
    • Administrator access
    • Repository access
  • AirTable accounts
    • Read-only access to the AirTable
    • Edit access to the AirTable
    • Bases
  • Web domains and DNS
  • Authentication accounts for hubs
    • CILogon
    • Auth0
  • Shared bitwarden account
  • Zoom accounts
    • Access the zoom account

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Ramp Cards Policy (for individual use)

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Scope and responsibilities

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