The 2i2c Team Compass

This Team Compass is a guide for team members of 2i2c to navigate our organization and community[1]. It is our team’s primary knowledge base.

The Team Compass is the Source of Truth!

If you see information that is out of date, propose an edit in the team compass repository. To propose an edit directly from the documentation, click -> .

Structure of the Team Compass

Major sections

The team compass is roughly divided into four sections:

• Organizational documents are relevant to the entire organization. Everything from our mission and values, to our processes for administration.

• Functional Areas are major focus areas of 2i2c that have their own practices and roles.

• Managed JupyterHub Service is cross-functional documentation aimed at describing our Managed JupyterHub Service processes.

• Reference collects reference material, lists, and guides for doing many things across 2i2c.

Common pages in each section

Each of our top-level sections tends to have one or more of the same four pages:

• Scope and responsibilities (overview.md) describes the major focus areas and responsibility for this area.

• Structure and roles (structure.md) describes any formal roles, job titles, and team structures for this area.

• Workflow (workflow.md) describes how this area coordinates and works with one another.

• Governance (governance.md) how this area makes decisions, and what roles have decision-making authority if any non-standard structure is used.

• Strategy (strategy.md) describes the major approach that this area takes towards its work and accomplishing its goals.

Below you’ll find a list of the sections in our Team Compass.

Organizational documents

These documents cover the whole organization and are relevant to everybody at 2i2c.

Organization wide

• Organization
  • Code of conduct
  • Mission, values, and stakeholders
  • Key Performance Indicators
  • Organizational structure
  • Strategy and objectives
• Team operations
  • Scope and responsibilities
  • Coordination strategy and goals
  • Principles of decision making
  • Getting started and onboarding
  • Where to look for information
  • Meeting guidelines and policy
  • Communication channels
  • About the team compass
• People group
  • Scope and responsibilities
  • Expectations of team members
  • Compensation and Benefits
  • Hiring process and information
  • Job titles and levels
  • Taking time off
• 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 information
  • Budget projections
  • Payment accounts
  • Cloud costs
  • List of active grants and contracts
• Communication and outreach
  • Scope and responsibilities
  • Communication strategy and overview
  • Blog posts
  • Social media
  • Mailing list
  • Design and images
  • Publishing and DOIs
  • Talks and conferences
• Administration
  • Scope and responsibilities
  • Structure and roles
  • CS&S Administration
  • Reimbursements and Ramp
  • Send invoices to CS&S
  • Google workspace
  • GitHub organization
  • AirTable accounts
  • Zoom accounts

Functional Areas

Functional areas each have their own leads, goals, and structures.

Functional Areas

• Cross-team leadership
  • Scope and responsibilities
  • Structure and roles
  • Workflow
  • Making decisions
• Engineering
  • Scope and responsibilities
  • Structure and roles
  • Workflow
  • 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
• Product
  • Scope and responsibilities
  • Structure and roles
  • Workflow
  • Pricing strategy
  • Staffing costs
• Community guidance
  • Scope and responsibilities
  • Structure and roles
  • Workflow
  • Using FreshDesk
• Partnerships
  • Scope and responsibilities
  • Structure and roles
  • Workflow
  • Communication channels
  • Leads and new partnerships process

Managed JupyterHubs Service

2i2c oversees a single major effort, which is building a sustainable service to make interactive computing with open source infrastructure more accessible and scalable. We act as a cross-functional team around this service, and share many responsibilities and duties. We document some major aspects of this service in the sections below.

Managed JupyterHub Service

• Overview
• Incident response
  • Roles and team structure
  • What counts as an incident?
  • Communication channels
  • Incident response process
  • Create an Incident Report
  • Handing off Incident Commander status
  • Key terms
• Sales and invoicing process
  • Location of sales assets and documents
  • Who participates in this process?
  • Tracking leads with AirTable
  • What we need in order to send an invoice
  • Steps in selling new services
  • Tips and FAQs
• Support process
  • Overview of the support process
  • Types of support requests
  • Roles and team structure
  • Communication channels
  • Process for support triage and resolution
  • Prioritizing non-incident support requests
  • Expected time off and downtime
• List of running hubs

Team Reference

Reference and archival information for our teams.

Reference Material

• Calendars and meetings
  • 2i2c Events
  • Team Roles Calendar
  • Time Off Calendar
  • Steering Council Calendar
• List of team members
  • Team member locations and times
• Documentation guide
  • Edit the documentation
  • Write content with MyST markdown
  • Set up a local documentation environment
  • Guidelines for documentation structure
  • Sources of documentation
• Important terminology
• Inspiration for 2i2c’s practices
  • The Team Compass
  • Organizational influences
  • Documentation

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[1]

For more about the Team Compass itself, see About the team compass.