Difference between revisions of "Documentation:Pre-Event"

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(Created page with "=== Documentation Checklist: Pre-Event === * Decide how to collect session notes. E.g. Set up: ** Etherpad (shared document, public) ** Google folder created by co-organizers...")
 
 
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=== Documentation Checklist: Pre-Event ===
 
=== Documentation Checklist: Pre-Event ===
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 +
* Verify plan for capture of proceedings at event
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** Who is in charge of the process
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** Will 1 or more notes templates be utilized, e.g. with fields for
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*** Session title
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*** Facilitator(s)
 +
*** Note taker(s)
 +
*** Notes
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*** Action items/outcomes
 +
** Confirm plan for how notes will be used and/or made available after event
 +
 +
* Decide where to store session notes and who will have access, e.g.:
 +
** Etherpad (shared document, generally publicly accessible)
 +
** Google folder created by co-organizers (shared folder, access manageable and configurable, but hosted by for-profit corporation)
 +
** Wiki (access somewhat configurable, not effective for multi-person ncollaborative note-taking within individual sessions)
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** "Offline", collected via online channels or fully offline methods (i.e. hand-written, photos, etc)
  
 
* Decide how to collect session notes. E.g. Set up:
 
* Decide how to collect session notes. E.g. Set up:
−
** Etherpad (shared document, public)
+
** Take notes directly into online tools (not generally recommended, as internet connectivity is too often disrupted)
−
** Google folder created by co-organizers (shared folder, not public, but not secure)
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** Take local notes in document on participant device and post them to shared online space
−
** Take notes on offline document on personal device and share them with documentation lead via encrypted email; or take notes on paper and share them with documentation lead to be transcribed on offline document
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** Take local notes in document on participant device and share them with documentation lead via (hopefully encrypted) email
−
** If participants need to be in touch with the documentation lead to share notes, agree on email contact of reference (personal contact of documentation lead, email alias, etc.)
+
** Take notes on paper and share them with documentation lead to be transcribed into digital format
−
 
+
** If participants need to be in touch with the documentation lead to share notes, agree on email contact of reference
−
* Verify plan for capture of proceedings at event (incuding who is in charge)
 
  
 
* Draft structure for proceedings capture (on etherpad, or online or offline folder, as agreed)
 
* Draft structure for proceedings capture (on etherpad, or online or offline folder, as agreed)
 +
** Pre-populate draft with event agenda scaffolding
  
−
* Pre-populate draft with event agenda scaffolding
+
* Integrate into agenda
 +
** How and when will process be explained to participants at event
 +
** What expectations will be set regarding shared responsibility for note-taking
 +
** How facilitators will be oriented to assure notes are captured
 +
** How and when notes will be used and/or made available after event

Latest revision as of 17:39, 27 July 2017

Documentation Checklist: Pre-Event

  • Verify plan for capture of proceedings at event
    • Who is in charge of the process
    • Will 1 or more notes templates be utilized, e.g. with fields for
      • Session title
      • Facilitator(s)
      • Note taker(s)
      • Notes
      • Action items/outcomes
    • Confirm plan for how notes will be used and/or made available after event
  • Decide where to store session notes and who will have access, e.g.:
    • Etherpad (shared document, generally publicly accessible)
    • Google folder created by co-organizers (shared folder, access manageable and configurable, but hosted by for-profit corporation)
    • Wiki (access somewhat configurable, not effective for multi-person ncollaborative note-taking within individual sessions)
    • "Offline", collected via online channels or fully offline methods (i.e. hand-written, photos, etc)
  • Decide how to collect session notes. E.g. Set up:
    • Take notes directly into online tools (not generally recommended, as internet connectivity is too often disrupted)
    • Take local notes in document on participant device and post them to shared online space
    • Take local notes in document on participant device and share them with documentation lead via (hopefully encrypted) email
    • Take notes on paper and share them with documentation lead to be transcribed into digital format
    • If participants need to be in touch with the documentation lead to share notes, agree on email contact of reference
  • Draft structure for proceedings capture (on etherpad, or online or offline folder, as agreed)
    • Pre-populate draft with event agenda scaffolding
  • Integrate into agenda
    • How and when will process be explained to participants at event
    • What expectations will be set regarding shared responsibility for note-taking
    • How facilitators will be oriented to assure notes are captured
    • How and when notes will be used and/or made available after event
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