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How we work (org handbook)
  • Home
  • Onboarding
  • Code of Conduct
  • Project Management
    • Project Initiation
      • Documentation and Checklists
      • Aligning with OpenUp's Mission and Vision
      • Getting Partners and Stakeholders on Board
      • Defining Project Parameters and Limitations (scope)
      • Product Management during the Project Initiation Phase
      • DRAFT COPY
    • Project Implementation
      • Project Planning
      • Agile, Scrum, and the Lean Startup Method
      • Stakeholder Management
      • Meetings
      • Communication
      • Team Management
      • Roles and responsibilities
    • Project Close-out
      • The Close-Out Report
      • Retrospective
      • Donor thanks
      • One page write-up
      • Blog article
      • Maintenance plan (if necessary)
    • Project overviews
      • Citizen Engagement App
      • Our Project List
      • Local Gov Programme
        • Business Portal
      • Tech Infrastructure
    • Project boards
  • How we work
    • Preferred tools
      • Tool sponsorships
    • Budgets & Finance
      • Taxes
        • VAT
        • PAYE and UIF
        • Workmen's compensation
        • Annual PAYE reconciliation
      • The Types of Budgets Used By OpenUp
      • When to Start Planning a Budget
      • Planning a Budget
      • How to Create a Budget
      • How to Spend a Budget
      • How to Adjust a Budget
      • Expense claims
      • Invoicing OpenUp
      • Capturing and approving invoices for payment
      • Allocating AWS costs to a project
      • Allocating Upwork transactions to projects
      • Software, Services and Hosting
      • Downloading Webflow invoices
    • Tool Development
      • Coding Roles
      • Tools For Coding
      • DESIGN
      • The Design Process: Step-By-Step
      • Tools Used In The Design Process
      • Quality Metrics: Design
      • Webflow export rules
      • CONTENT, WRITING, AND MEDIA
      • Creating Substance: The Role of Content in Tool Development
      • Creating Content: Step-By-Step
      • What Goes In Social Media
      • TRAINING & EVENTS
      • Event Planning
      • When, Where, and How to Hold a Training Session
      • Tools Used By Training and Events
      • User testing
      • Making government accessible
    • Outsourcing & Contracting
      • Why do we contract external workers?
      • Platforms We Use To Find Contractors
      • Contracting people for work
      • UpWork Contracting
    • Monitoring & Evaluation
    • Communications & Branding
      • Resizing images
      • Creating an email newsletter
      • Posting a blog
      • Sharing a blog post
      • Marketing Q &A
      • Official communications
      • Tracking app and campaign web traffic sources
    • Human Resources
      • Recruitment
      • Recruitment template: Project lead developer
      • DRAFT Recruitment template: Product owner
      • One-on-ones (1:1s)
    • Organisational Decision Records
      • ODR1: Organisational Decision Records
      • ODR2: Building dynamic web frontends using Webflow
    • Personal Information
    • Password management
  • Tech
    • Development guidelines
    • Preferred tech stack
    • Webflow project guide
      • How to build pages in Webflow so that content can be added using Javascript
    • Setting up a new server
    • Hosting on dokku
    • CDN in front of S3
    • Setting up a new Domain
    • CKAN
  • Product management
    • Our product design process
  • Codebridge
    • Codebridge - the space
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On this page
  • Maintaining the handbook
  • What should be documented?
  • Who should document something?
  • When do we document something?
  • How much detail do I need to document?
  • How should we organise the documentation?

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Last updated 3 years ago

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Find how we structure projects under Project Management.

Find task-specific documentation under How we work.

Maintaining the handbook

This handbook is public!

  • This means others can benefit from our established processes and what we've learned

  • Sensitive things that should not be publicly accessible should be in Google Documents with appropriate sharing settings (not readable with the link!)

What should be documented?

  • Any standard procedures - if there's a "right way" of doing something

  • Anything we need or do repeatedly

  • Any best practises - when there's an approach we know generally works better than other options

Who should document something?

  • The person establishing a standard procedure should document it

  • The person asking how to do something, when they find it is not documented, or the documentation is out of date or incorrect. They should find out what the current correct information is, and fix the documentation

When do we document something?

  • We don't have to document everything all at once

  • We should ideally document standard procedures as that procedure is defined

  • When we need to carry something out and we've asked someone how to do it, we should document that as part of carrying out the task

How much detail do I need to document?

  • The documentation should be as concise as possible, while being sufficient so that someone can carry out a task correctly without assistance

  • Rather than document every detail, document the bits that are specific to us, and link to an online guide to the general approach

How should we organise the documentation?

  • The documentation should be organised so that you can find what you need based on the task you need to carry out

  • Use clear concise page names and headings so that someone scanning a list of pages or links can easily see the relevant page

  • Avoid creating empty stub pages - it makes it hard to know what's documented and what isn't, and someone else might document that concept in another section without realising a stub had been created

onboarding
OpenUp | Civic Technology & Open Data Specialists
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