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Updated task force guidelines
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maneesha authored Jan 29, 2024
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## The Carpentries Task Force Guidelines

These guidelines provide the recommended process for establishing a task force to ensure transparency, accountability, and sustainability of task forces' activities.

### Task Force Proposal
A task force proposal should:
- explain the need for or the context of the task force
- list the aims and objectives of the task force
- set a timeline for starting and completing the task force's activities/deliverables.

Task force proposals can be submitted by [creating an
issue](https://github.com/carpentries/task-forces/issues) in the
[*task forces* repository](https://github.com/carpentries/task-forces) in [The Carpentries GitHub](https://github.com/carpentries/) or
by emailing the proposal to the [Core Team](mailto:[email protected]).

### Task Force Formation
Task force proposals do not require formal approval, though the [Core Team should be informed](mailto:[email protected]) of task force formation. Active task forces are listed in [The Carpentries task forces repository](https://github.com/carpentries/task-forces) with a link to its public documentation.

### Task Force Operations
The following are recommended guidelines for committees. Each committee should:

- Create the official [task force charter](https://github.com/carpentries/task-forces/blob/main/task-force-charter-template.md),
including the task force's roles and responsibilities
- Appoint the task force chair and, optionally, a co-chair
- Request a [Core Team](https://carpentries.org/team/) member liaison to serve as a point of contact and (optionally) attend the task force meetings
- Create a public space for the task force, including:
- The task force's charter and its current status (e.g., active, completed)
- Contact information for the task force
- Other public materials (if available)
- Information on when the task force meetings are held
- Meeting notes (if appropriate)
- Name of the Core Team liaison
- Information on how to apply to join the task force
- Create internal [documentation for operational procedures](https://github.com/carpentries/task-forces/blob/main/task-force-charter-template.md#task-force-charter-name-of-task-force) (which may also be made public), including:
- Process for recruiting and/or selecting new members
- Decision-making process
- Maintain internal and public-facing communication:
- Organise regular meetings to progress with the task force's activities and post meeting notes in a consistent location (meeting notes should be public unless the work of the task force requires them to remain private)
- Post meetings in the community calendar (note that meetings do not necessarily need to be open to the public to attend even though they are added to the calendar)
- Utilise other [Carpentries community communication pathways](https://docs.carpentries.org/topic_folders/communications/index.html) to engage with the community as needed

The task force's public documentation should be stored in a folder within the [`task-forces` repository](https://github.com/carpentries/task-forces)
in [The Carpentries GitHub](https://github.com/carpentries/).

### Task Force Termination
A task force will naturally cease to function upon fulfilling its goals, in which case the Core Team should be notified.

### Past & Current Task Forces

- [CarpentryCon Task Force](https://carpentries.org/carp-con-tf/) - a recurring task force that gets periodically
reformed to organise the international [CarpentryCon](https://carpentries.org) conference on behalf of The Carpentries.
- Other past and current task forces can be found in [The Carpentries Task Force Repository](https://github.com/carpentries/task-forces).

### Update Log
- 2024-01-25: Renamed Task Force Policy to Task Force Guidelines, including recommendations and removing requirements for task forces.
- [Approved on 2022-12-02](https://github.com/carpentries/executive-council-info/blob/main/minutes/2022/EC-minutes-2022-12-02-Q4.md) by the Executive Council.
- [Approved on 2020-09-23](https://github.com/carpentries/executive-council-info/issues/44) by the Executive Council.
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