{"action":"created","comment":{"url":"https://api.github.com/repos/swcarpentry/board/pulls/comments/55150247","id":55150247,"diff_hunk":"@@ -0,0 +1,154 @@\n+# Trainer Training Process\n+\n+This document describes the workflow for training new instructors,\n+and is meant as both a guide to trainers\n+and as a checklist for adding support for this workflow to [AMY][amy].\n+\n+## Workflow\n+\n+1.  **Recruiting candidates.**\n+    1.  People may apply directly as individuals to become instructors\n+        by filling in a form on our website.\n+    1.  People may apply in physically co-located groups.\n+        We have only done this one (for training in Dec 2015),\n+\tbut it worked so well that we would like it to become routine.\n+\tIn this case,\n+\tgroups need to fit between a minimum and maximum size (e.g., 3 to 12)\n+\tand the application must includes names and contact information for everyone who intends to take part.\n+\tGroups must also commit to organizing and running at least one workshop within a few months of training.\n+    1.  We may commit to training people for partner organizations as part of their partnership agreements.\n+        Here,\n+\twe negotiate dates with the partner site,\n+\twhich selects the participants subject to the same per-site size restrictions above (3-12 people per site).\n+1.  **Matching candidates to courses.**\n+    This has been done manually to date:\n+    the lead trainer, members of the Steering Committee, and/or the Executive Directors\n+    decide on dates and then invite individuals and/or groups to take part.\n+1.  **Running courses.**\n+    1.  In-person courses are run over two days,\n+        with all participants at one site.\n+    1.  Live online courses are also run over two days,\n+        but participants take part in small groups at a small number of sites\n+\t(typically 3-12 per site and 2-4 sites).\n+    1.  Asynchronous online courses are run over several weeks.\n+        Participants are typically *not* co-located,\n+\tbut get together for an hour of discussion online each week.\n+\tThis format is being phased out,\n+\tas it took more effort from trainers\n+\tand had poorer follow-through rates than the intensive two-day versions.\n+1.  **Homework.**\n+    1.  After completing the course,\n+        the trainee picks one core lesson from each carpentry she wants to teach\n+        and submits a small change for that lesson.\n+    1.  Changes do *not* have to be accepted in order for the trainee to move on,\n+        but they do have to be properly formatted.\n+    1.  Changes are submitted as GitHub pull requests for Software Carpentry\n+        and by appending them to a Google Docs page for Data Carpentry\n+\t(because Data Carpentry doesn't teach Git,\n+\tand therefore doesn't want to require instructors to have to know it).\n+    1.  Changes to content are discouraged,\n+\tsince the lessons are now fairly stable.\n+    1.  New exercises are also becoming problematic,\n+\tsince we already have more than we can possibly use.\n+    1.  Load on lesson maintainers has become unsustainable.\n+1.  **Discussion sessions.**\n+    1.  The trainee then takes part in an hour-long group discussion of that lesson\n+        led by an experienced instructor.\n+    1.  She is expected to have gone through the lesson *before* this session\n+        so that she can ask lots of pointed questions during that hour.\n+    1.  If the discussion leader feels the trainee is unprepared,\n+        she may be asked to do some more work and try again.\n+1.  **Final demonstration lessons.**\n+    1.  The trainee then does a short demonstration lesson via screen sharing.\n+    1.  If the examiner feels that she needs to do more work,\n+        she will be given feedback and asked to try again.\n+    1.  Trainees do not have to qualify separately for different topics within one Carpentry,\n+        but *do* have to do a separate demonstration lesson for each Carpentry.\n+1.  **Welcoming to the community.**\n+    1.  Once the trainee has passed the demonstration lesson,\n+        we generate a PDF certificate for the trainee by running a command-line script in\n+        [the certification repository][cert-repo]\n+\tand send it to her along with instructions for the items below.\n+    1.  The instructions sent to the new instructor tell her to:\n+        1.  join the `discuss` and `instructors` lists\n+\t1.  fill in a form on AMY to tell us where she is, what she's comfortable teaching, etc., and\n+\t1.  send us a short biography and photo to add to [our website][team-page].\n+    1.  We manually add the biography and photo to the website\n+        (since they almost always require reformatting).\n+\n+## Resources\n+\n+1.  [AMY][amy] is the web application we use to track instructors and workshops.\n+    Most of it is only accessible to administrators,\n+    but it does have a form where instructors can supply or update information about themselves.\n+1.  There's a web form on AMY that people can use to apply for instructor training\n+    (currently disabled).\n+1.  We keep a list of trainees in a Google Docs spreadsheet with the following fields,\n+    which we upate manually:\n+    1.  name\n+    1.  contact email\n+    1.  which training course they took part in\n+    1.  the name of the Software Carpentry lesson they're concentrating on (if any)\n+    1.  the name of the Data Carpentry lesson they're concentrating on (if any)\n+    1.  the URL of their Software Carpentry exercise submission (if any)\n+    1.  whether or not they have submitted something for Data Carpentry\n+    1.  the date and moderator of the discussion session they have taken part in\n+        *   we currently store both values in one column\n+\t*   we do not record both a Software Carpentry and a Data Carpentry discussion session (though we should)\n+    1.  the date on which they passed their Software Carpentry lesson demo (if any)\n+\t*   this date becomes the award date of the PDF certificate\n+        *   we do not currently record the name of the person who was their instructor, or the name of the person who did their final test\n+    1.  the date on which they passed their Data Carpentry lesson demo (if any)\n+        *   the same caveats apply\n+1.  Mentors offer lesson discussion sessions,\n+    and trainees sign up for them,\n+    on an Etherpad.\n+1.  Trainers offer checkout sessions on a second Etherpad.\n+    Trainees sign up for sessions on that Etherpad,\n+    which we also presently use for taking notes during their sessions.\n+1.  Discussion and checkout sessions are marked in Software Carpentry's community calendar\n+    (a Google calendar).\n+\n+## Issues\n+\n+1.  As of Jan 2016,\n+    the form for individuals to apply to take part in training has been disabled\n+    while we try to clear our backlog (and come up with a better process).\n+1.  We used a Google web form and a spreadsheet for group applications and sorted manually.\n+    We are not systematically tracking whether groups run their promised workshops or not.\n+1.  Negotiations with partners about instructor training sessions are tracked in a Google Docs spreadsheet.\n+    Schedules are drawn up manually.\n+1.  We have never had a way to help individual training applicants find one another to form groups.\n+1.  We don't have any way to determine whether individual applicants are associated with our partners.\n+    (The applicants may not know that their organization is a 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