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Update Team Compass to include Partnerships Charter and new org structure #759

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merged 7 commits into from
Jul 31, 2023

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colliand
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@colliand colliand commented Jul 26, 2023

This PR contains text changes in the way Partnerships is described. These changes mostly flow from the Partnerships Plan g-doc.

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I've pushed a commit that does a bit more restructuring so that we clarify that "Community guidance", its roles, its operations, etc are underneath "Partnerships". It also moves Product under an org-wide area rather than a functional area. This is mostly just moving stuff around and nesting it inside of Partnerships, not changing any content. There are also a couple bugs in the docs that I fixed along the way.

For deciding on this PR, I think it's best to still just focus on the content nested underneath the partnerships/.

I'm happy to merge this in, since it's a better reflection of our current / aspirational structure. I think we'll need to revisit some of these areas as we understand 2i2c's org structure better, but this is a good start.

@@ -13,5 +13,6 @@ google-workspace
github
airtable
authentication
passwords
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This is fixing a bug where we forgot to add the passwords page in the toctree for this section

@@ -48,7 +48,7 @@ operations/index
people/index
open-source/index
finance/index
communication/index
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Moving "communication" pages into the Partnerships area, because this is effectively marketing and community engagement.


```{toctree}
overview.md
structure.md
workflow.md
communication.md
../communication/index
community_success/freshdesk.md
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Over time we might want to nest more pages under community_success if more content is added there, so I just created a sub-folder for now w/ the freshdesk tips page in it. This is under the assumption that support mechanisms will fall under Partnerships

- **Training**: Help communities understand how to use our products and services to achieve value.
- **Community satisfaction**: Understand the ongoing satisfaction that communities have with the service and identify ways to improve their experience.
- **Account management**: Establish and sustain relationships with partner organizations to ensure they are successful.
- **Grant management**: Ensure that the goals and deliverables of our grants are understood and met.
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This feels like "Project management" to me. Is that your intention? E.g., if we hired a project manager would you imagine them reporting somewhere in the Partnerships chain?

We can have it here for now and revisit later if it becomes relevant.

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These headings were introduced to describe major functional areas or work streams under Partnerships. I do not believe Partnerships is the natural umbrella for all "Project Manager" roles within 2i2c. Development projects mostly involving engineering (e.g. SOLyR?) should not be managed by a role in Partnerships.

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I think we're aligned on this - though there's an interesting question about who is the ultimate "owner" of a grant and its deliverables in 2i2c, given that most grants are cross-functional. I think this is a role that we're missing and as a result I am the de-facto owner of all grants which is not sustainable.

# Community success manager

```{warning} To add
To add here.
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cc @colliand and @jmunroe you'll need to define this role more clearly. If it's not ready yet that's OK, we can still merge, but please make sure this gets done relatively soon.

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I got confirmation from @colliand that he is okay to merge this one as-is and start iterating from there. So I will merge this, and ask that folks update the content and descriptions as they come into focus. Thanks all!

@choldgraf choldgraf merged commit e541a8b into main Jul 31, 2023
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@damianavila damianavila deleted the colliand-patch-1 branch August 3, 2023 12:43
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