The Carpentries Handbook Logo
  • Code of Conduct
    • The Carpentries Code of Conduct
      • Code of Conduct (Summary View)
      • Code of Conduct (Detailed View)
      • Process Flow Diagram
      • Update Logs
      • About this Document
    • Code of Conduct Incident Response Guidelines
      • Immediate Response
      • Ongoing Incidents
      • Checklists for Responding to an Incident
      • Incidents involving Core Team members
    • 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:
    • Code of Conduct Committee Governance
      • Membership
      • Onboarding
      • Administration
      • Voting
        • Non-incident voting
        • Incident voting
      • Terms of office
      • Main duties of the position holders
        • Chairs’ roles
        • Core Team/Staff Liaison
        • EC Liaison
        • Specific roles for all area leads
        • Incident Response Group’s roles and responsibilities
      • Communication and collaboration spaces

General Resources

  • Assessment
    • Learner Assessment
      • Pre-workshop survey
      • Post-workshop survey
    • Programmatic Assessment
    • Assessment Network
      • About
      • What We Do
      • Get Involved
  • Communications
    • Tools
      • Etherpads
        • General Usage
        • Troubleshooting
        • See Also
      • CodiMD
        • General Usage
        • Document Access Levels & Accounts
        • Troubleshooting
        • See Also
      • GitHub Organisations Owned by The Carpentries
        • Past Organisations
      • Newsletter
        • Newsletter Content
        • Submitting Newsletter Content
        • Publishing the Newsletter
        • Tips and Tricks
      • Slack and Mailing Lists
        • Slack Quick Start Guide
      • The Carpentries Zenodo Communities
      • Zoom Rooms
        • General Room Usage and Links
        • Information for event hosts
        • For Administrators: Scheduling Zoom Rooms
    • Resources
      • The Carpentries Style Guide
        • A
        • B
        • C
        • D
        • E
        • F
        • G
        • H
        • I
        • L
        • N
        • O
        • P
        • Q
        • R
        • S
        • T
        • V
      • Brand Identity
        • Carpentries Brand Colours
        • Carpentries Fonts
      • Carpentries Commons
      • Logos
        • Carpentries Logo Usage Policy
        • Links to Logo Files
        • Virtual Backgrounds
      • 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
      • Formatting Hyperlinks
      • Collaborative Blog Post Writing
        • Sharing blog post ideas
      • Selecting Tags for your Carpentries Blog
        • Accessibility
        • Africa
        • Assessment
        • Australasia
        • Books
        • Carpentries Lab
        • Carpentries Team
        • CarpentryCon
        • CarpentryConnect
        • Champions
        • Code of Conduct
        • Communications
        • Community
        • Community Discussions
        • Community Facilitators
        • Curriculum
        • Curriculum Development
        • Data Carpentry
        • Equity and Inclusion
        • Events
        • Executive Council
        • Feedback
        • Governance
        • Grants
        • Green Stickies
        • Incubator
        • Incubator Lesson Spotlight
        • Infrastructure
        • Instructor Development
        • Instructor Trainers
        • Instructors
        • Internationalisation
        • Japan
        • Jekyll
        • Latin America
        • Lesson Infrastructure
        • Lessons
        • Library Carpentry
        • Maintainers
        • Membership
        • Mentoring
        • Merger
        • Nordic Countries
        • North America
        • Online Workshops
        • Philanthropy
        • Pilot Workshops
        • R
        • Regional Coordinators
        • Reports
        • Roadmap
        • Skillshare
        • Software Carpentry
        • Strategic Plan
        • Task Force
        • Teaching
        • Workshops
      • Sharing Relevant Announcements
      • Sharing Job Postings and other Community Opportunities
        • Criteria for Posting
        • Sharing Postings on Carpentries Clippings
        • Sharing Job Postings and other Community Opportunities on Slack
        • Sharing Job Postings and other Community Opportunities on the “opportunities” Mailing List on Topicbox
      • Signing up to Host or co-Host a Community Discussion or Teaching Demo
        • Event Cancellations
  • For Instructors
    • For Current Carpentries Instructors
      • Professional Development for Instructors
      • Instructor Training Bonus Modules
        • Online Teaching Bonus Module
      • Mentoring and Development
      • Community Discussions
      • Carpentries Champions
      • Meetups page
      • Accessing and Updating Your Instructor Profile
      • Teaching
        • Signing up to teach
        • 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
  • Fundraising
    • The Carpentries Sponsorship Program
    • A Guide for Collaborating with The Carpentries on Grants
      • Statement to Interested Collaborators
      • How is The Carpentries Funded?
        • Current and Past Grants and Subawards
        • Current and Past Sponsors
      • Minimum Requirements for Co-Writing a Grant with The Carpentries
    • Donation Request Resources
      • Introduction
      • Donation Request Letter - Individual
      • Donation Request Letter - Organisation
      • Short Calls to Action/Mastadon Length Messages
      • Appeal Images
        • Fundraising Letter Pull Quote
        • Fundraising Video Title Card
  • Governance
    • The Carpentries Bylaws
    • The Carpentries Board of Directors
      • Board of Directors Officers
      • Board of Directors Standing Committees
      • Contacting the Board
      • Board Documentation
        • Board of Directors Decision Making Rubric
      • Board Standing Committees Work Plan
        • Audit Committee Work Plan
        • Finance Committee Work Plan
        • Governance and Personnel Committee Work Plan
        • Program Committee Work Plan
      • Board Meeting Structure
        • January
        • February (Q1 Meeting)
        • May (Q2 Meeting)
        • August (Q3 Meeting)
        • December (Q4 Meeting)
    • The Carpentries Committee Guidelines
      • Committee Proposal
      • Committee Formation
      • Committee Operations
      • Committee Termination
      • Past & Current Committees
      • Update Log
    • The Carpentries Task Force Guidelines
      • Task Force Proposal
      • Task Force Formation
      • Task Force Operations
      • Task Force Termination
      • Past & Current Task Forces
      • Update Log
    • Lesson Programs
      • Lesson Program Governance Policy
      • Roles and Responsibilities of Lesson Programs
      • Roles and Responsibilities of The Carpentries
      • Lesson Program Incubation Roadmap
        • Phase 1: Pre-incubation
        • Phase 2: Incubation
        • Phase 3: Adoption
    • Lesson Program Governor Handbook
      • Description of Community Role
        • Member Roles and responsibilities
        • Onboarding
        • Term Length
        • Offboarding
      • Communication and Collaboration Spaces
        • Etherpad
        • GitHub
        • Slack
        • TopicBox
      • Step-by-Step Guides
        • Writing a blog post
      • Resources
        • Lesson Program Governor Onboarding Presentation
        • LPGC Officer Onboarding Presentation
        • How to Run a Meeting Presentation
        • Lesson Program Governance Policy
        • Committee Policy
      • About This Section
  • Instructor Development
    • Instructor Development Committee
      • Instructor Development Committee Roles
        • Co-Chairs
        • Secretary
        • Communications Chair
        • Mentoring Chair
        • Special Projects Chair
        • Members at Large
    • Community Sessions
      • Who Can Host?
        • Session Host Onboarding
      • Scheduling Community Sessions
      • Community Session Host Checklist
        • Before the Discussion Session
        • During the Discussion Session
        • After the Discussion Session
      • Discussion Session FAQ
        • What if I do not know the answer to someone’s questions and no one in the room does either?
        • What if the host/co-host has a poor internet connection and is unable to communicate? What if Zoom fails to work (e.g. your internet connection fails?)
        • What if a group from a single site has connectivity issues?
        • What if no one shows up?
        • What if someone talks too much?
        • What if there is no co-host/note taker and the session is fully booked?
        • What if someone joins in late?
        • What if someone does not have a headset and can’t control their background noise?
        • What if I forget to complete the host questionnaire?
        • What if someone breaks the Code of Conduct? What if someone had a report of misconduct?
        • What if someone asks me to join the session and it is already full?
        • What if someone talks down to other people?
        • What if I am having trouble understanding one of the attendees?
  • Instructor Training
    • For Trainers
      • Instructor Trainers
        • Active Status Renewal Process
        • Trainer Alumni Status
      • 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
      • Email templates
        • Reminder to Trainers signed up for teaching demos
        • Teaching demos without hosts
        • Teaching demo cancelled - trainees
        • Meeting notes available
      • Email Templates (Trainers: English)
        • Pre-Training (1 week before) Email Sent by Trainer or Member Contact to Trainees
        • Email after Training Event
        • Reminder Teaching Demo
        • Trainee Invited to Repeat Teaching Demo
        • Trainee Passed Teaching Demo
      • Email Templates (Trainers: Spanish)
        • Spanish: Trainee Invited to Repeat Teaching Demo
        • Spanish: Trainee Passed Teaching Demo
    • Administrative Policies and Procedures
      • Attendance Policy
        • No Shows
      • Checkout Extensions Policy
      • Scheduling Training Events
      • Email Templates (Administrators)
        • Initial Member Contact Email (Online Training)
        • Introducing Host and Trainers (in-person training)
        • Invitation to Open Training Applicants
        • Decline Open Training Applications
        • One Month Trainer Email (online training)
        • One Week Trainer Email (online training)
        • One Week Trainee Email (online training)
        • Missing Instructor Training applications
        • 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 (option 1)
        • Follow-up with Trainers on Attendance List (option 2)
        • Zoom test invitation to Host Site
        • Response to Instructor Training Inquiry
        • Response to Instructor Training Application
        • Checkout Deadline Approaching
        • Checkout Extension Granted
        • Checkout Completed
        • Recruiting New Trainers
        • Accepting New Trainers
        • Trainers’ reminder: Teaching Demos
    • For Member Organizations
      • Email templates (Members)
        • Trainee Recruitment Email (From Member Contact)
        • Selected Trainee Information Email (From Member Contact for pooled training events)
  • Lesson Development
    • Curriculum Advisory Committees
      • Meetings
        • Meeting Minutes
      • Roles and Responsibilities
        • Chair
        • Secretary
        • Other members
      • Term lengths, recruitment, and onboarding
      • Current Curriculum Advisors
    • Creating Curriculum Onboarding Materials for Instructors
      • For Curriculum Developers
      • For Core Team
    • Lesson Infrastructure Subcommittee
    • Lesson Sprint Recommendations
    • Lesson Pilot Workshops
      • Purpose
        • Alpha and Beta Pilots
      • Information for Lesson Developers
        • Finding Hosts for Beta Pilots
        • Collecting Feedback on the Lesson
      • Information for Hosts
        • Recruiting Instructors for Beta Pilots
        • Creating a Pilot Workshop Webpage
    • Release Process and Schedule
    • Lesson Release Checklist
    • The Carpentries Incubator Lesson Spotlight
  • Lesson Maintenance
    • Maintainer Guidelines
    • How to Stay in Touch
    • How to Handle Issues
      • Spam and Bots
    • How to Get Help
    • Maintainer Onboarding
    • Maintainer Community Meetings
    • How to Label Issues
      • How to Populate a GitHub Repository with these Labels
    • GitHub Topics for Lesson Repos
    • Email Templates
      • Inviting new maintainers
      • Application not accepted
      • Lesson assignment
      • Available time slots
      • Onboarding reminder
      • Introduction to co-Maintainers
      • General introduction on Maintainers list
      • Maintainer retiring
      • Inactive maintainer removal
      • Notification that co-Maintainer has been removed
    • Contributing to Carpentries Lessons
  • Policies
    • The Carpentries Privacy Policy
      • 1. What Types of Personal Information Do We Collect?
        • Information You Give Us
        • Workshop Participants
        • Instructors
        • Trainers
        • Curriculum Maintainers and Contributors
        • Volunteers for subcommittees, liaisons, and Executive Council
        • Form and Survey Respondents
        • Organisational Services
      • 2. How Do We Use Personal Information?
      • 3. How Do We Share Personal Information?
        • To the Public
        • Carpentries Instructor applicants
        • Affiliates and Service Providers
        • Third Party Links and Websites
        • Disclosures Requested by You
        • Disclosures Required by Law
        • Aggregate and De-Identified Information
      • 4. How Do We Respond to ‘Do Not Track’ Signals?
      • 5. Cookies
      • 6. Your Privacy Choices
        • Can I decide what communications to receive?
        • Removing personal information
        • Marketing Opt-Out
        • 6.1 California Privacy Rights
      • 7. Legal Bases for Processing (EEA Individuals)
      • 8. EEA Individuals’ Rights
      • 9. International Transfers of Data
      • 10. Children’s Privacy
      • 11. Change of Control
      • 12. How Do We Protect Personal Information?
      • 13. Policy Changes
      • 14. Contact Information
      • License
    • The Carpentries Terms and Conditions
      • 1. Purpose
      • 2. Eligibility
      • 3. Access
      • 4. Acceptable Use Policy
      • 5. Information on our Services
      • 6. User Submissions and Content
      • 7.Good Samaritan Content Policy & Complaint Procedures.
      • 8. Intellectual Property Ownership
      • 9. Copyright Policy
      • 10. Privacy
      • 11. Third-Party Interactions
      • 12. Indemnification
      • 13. Disclaimer of Warranties
      • 14. Limitation of Liability
      • 15. Dispute Resolution
      • 16. Exclusive Venue
      • 17. Termination
      • 18. General
      • 19. Contact Information
      • License
    • The Carpentries Cookie Policy
      • Cookies and You
        • Matomo
        • Other cookies
      • Updating this cookie notice
      • Controlling your cookies
    • The Carpentries DMCA Policy
      • Notification of Alleged Copyright Infringement
      • Counter Notification
      • License
    • Instructor No-Show Policy
    • The Carpentries Travel Reimbursement Policy
      • Introduction
      • Contents
      • Policy Statement
      • Pre-Approval and Responsibilities
      • Pre-Payment Prior to Travel
      • Receipt Documentation
        • Splitting Receipts
        • Lost Receipts
      • Reimbursement Process
        • Submitting Reimbursements
        • Timely Submission
        • Receiving Reimbursements
      • Travel Expense Guidelines
        • Transportation
      • Lodging (Accomodations)
      • Meals
      • Vacation in Conjunction with Business Travel**
      • Event Registration Fees**
      • Other Expenses**
    • Carpentries Professional Development Policy
  • Regional Communities
    • Regional Coordinators
    • The Carpentries in Africa
      • About us
      • Looking back at 2023
      • What We Do
      • Resources
      • Join Us
      • Historical support
      • Blog posts and other Carpentries activities in Africa
    • 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-Organised Workshop
    • Self-Organised 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 Non-standard Carpentries Workshops
      • Workshop Needs
        • Venue
        • Equipment and Materials
        • Accessibility
      • Handling Emergencies
      • Learner Certificates
    • Resources for Online Workshops
      • Resources for Online Workshops
        • Resources by The Carpentries
        • Resources by Community
        • Discussions in Carpentries Socials
    • Publishing Workshops
  • Workshop Administration
    • Role and Expectations
    • AMY: The Carpentries’ internal database
    • Email templates
      • From Regional Coordinator
      • From Instructors and Hosts
        • For Self-Organised Workshops: Recruiting Co-instructor
        • Recruiting Helpers
        • Advertising your workshop
        • Email Learners before Workshop
        • Email Helpers 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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    • Site structure
      • Formatting Hyperlinks
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The Carpentries Handbook
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