Workflow
Last updated
Was this helpful?
Last updated
Was this helpful?
Follow the guidelines in the Preparation section:
Decide with your teammates who is available and will act as Documentation Expert and take responsibility for facilitating the initial call. Once you have decided to take responsibility, you will need to make a copy of the and the , and edit them to the Client's specifications.
Always make sure that at least one Documentation Expert or Data Steward will attend the call. You can check the calendar invite for confirmations or ask in the channel if you are not sure.
Follow the guidelines in the Consultation Call section:
The goals of the first call are to:
Establish the goal and value of the GitBook
Understand how we might help them
Decide on first skill(s) and collect contact details
After the initial interview, please fill out to debrief and let everyone else know how the call went. This will help us decide who wants to lead and discuss the details.
Follow the guidelines in the Proposal Process section:
Send the client's initial proposal based on the desires they expressed in the Consultation call & follow the follow-up process elaborated in the Proposal Process section if you have not heard back.
Follow the guidelines in the Payment Process section:
Send the client's first invoice once the initial proposal has been accepted & follow the follow-up process elaborated in the Payment Process section if you have not heard back.
Keep an eye on any projects you are acting as Documentation Expert for. Stay in contact with the teammate acting as Data Steward on the project. Review their work periodically, follow up if there has not been progress and keep an eye on the timeline. Before the first draft is used for User Testing, provide feedback for any refinements. Do the same before the final version is handed over.
Every 2 weeks we meet to review what is working and what needs fixing. This includes the interview process, GitBook formatting, and internal team processes/coordination.
Read more in Retrospective
During the retrospective, take note of any improvements that have been agreed upon as action steps and implement them. This will most likely include updating documentation.
Fill out to set up the project. It will generate invoices and create a calendar invite for the first 2 hour workshop.
After the handover, use o complete the project, submit the invoice to the client and signal to everyone that it's done.