📖
Tech Fleet User Guide
  • 🌿START HERE
    • 🔢Get Started
      • 1️⃣What is Tech Fleet?
      • 2️⃣Tech Fleet FAQ
      • 3️⃣Start With the Community Collective Agreement
      • 4️⃣First Steps in the Tech Fleet Community
      • 5️⃣How to Get Discord Roles in Tech Fleet
      • 6️⃣How to Become an Apprentice on Projects
      • 7️⃣How to Become a Co-Lead on Projects
      • 8️⃣How to Register for Masterclasses
  • 😃About us
    • 🤟About Our Org
      • 👋Hello World
      • 💗Mission and Values
      • 🤝We Live by the Collective Agreement
      • 🌎Diversity, Equity, and Inclusion in Action
  • 📰TRAINING OPENINGS
    • 📡Current and Upcoming Program Openings
      • 📜Project Openings
        • 🏃‍♀️Projects to Apply To Now
        • 🧙‍♀️Upcoming Projects
        • 🔥Live Project Phases in Tech Fleet
        • 🙈See It All In One Place
      • 🎓Masterclass Openings
    • ℹ️Application Forms
  • 🚀Join The Community
    • How to Join Tech Fleet Discord
    • 🛠️Onboarding to Tech Fleet
      • 😍Book a Community Onboarding Call
      • 📧Join our Mailing List
      • 📹Onboarding Videos
      • 🖥️Information Website
      • ✨Community Happenings
  • ⚙️RESOURCES
    • 🛠️Quick Links
      • 🤖Join Tech Fleet Discord
      • 🎨Figma Community Templates from Tech Fleet
      • 📅Tech Fleet Web Calendar
      • 📰Tech Fleet's Project Repository on Notion
      • 📧Join our Mailing List!
      • 🧭Tech Fleet's Roadmap
      • 🔗Common Links
      • 🚩Tools Used in Tech Fleet Programs
    • 🏫Community Tutorials
      • 🌠Portfolio Case Study Guide
      • The Great Tech Fleet Discord Migration Video Tutorials
        • ❔Discord FAQ
        • 🌐Discord Basics
        • ✍️Sign Up Process for Tech Fleet Discord
        • 🐎Common Channels in Tech Fleet Discord
        • 🔐Security Protocol in Tech Fleet Discord
        • 🧵Basic Chatting Abilities in Discord
        • 🤝Get a Tech Fleet Buddy
        • 🗓️Managing Events in Tech Fleet Discord
        • 🆘Get Technical Support in Tech Fleet Discord
        • ‼️Using Roles for Alerts, Notifications, and Channel Access
        • 🦮Getting Career Guidance in Tech Fleet Discord
        • 💼Getting on Projects in Tech Fleet Discord
          • 👀Observers in Tech Fleet Discord
          • 🌿Apprentices In Tech Fleet Discord
          • 🪜Co-Leads in Tech Fleet Discord
          • 🫂Mentors in Tech Fleet Discord
        • 🎓Masterclasses in Tech Fleet Discord
      • 🅰️Community Glossary
      • 🎨Join the Tech Fleet Figma Educational Space
      • 🤓How to Get Technical Support
    • 🏗️Project Team Tutorials
      • 🪄Product Milestone Workbook
        • 🎖️Milestone Basics
        • 👟MVP Milestones
        • 🎯MMP Milestones
        • ✅Milestone Checklist
      • ⌛Project Kickoff Workbook
  • 🏃‍♀️Agile Portal
    • 🤝Agile Training in Tech Fleet
    • 🛹Agile Handbook
      • Start the Agile Handbook Here
        • 👓Contents of the Agile Handbook
        • 🌎What You Read About Agile May Be Different From What You See in the World
        • 🎬Agile Manifesto Trailer
        • 🔑Introduction to the Agile Handbook
        • 🤖Can AI Replace Agile Teams?
      • 🧘‍♀️Agile Philosophies
        • 🌊Waterfall Ways of Work
        • 📜Agile Ways of Work
        • 🚂Applying Agile Philosophies to Work
        • 🎢Building MVP's and MMP's with Agile
      • 🤝Agile Teamwork
        • 💪Making Strong Agile Teams
          • 🌿Prioritizing Growth Over Skills
          • 🌻The Four Stages of Team Growth
          • 🚀Self-Actualized Agile Teams
            • 🏗️Building Agile Mindsets
            • Psychological Safety
            • Service Leadership
            • Self-Organization
            • Continuous Improvement
            • Iterative Value Delivery
        • 🫂Day-to-Day on an Agile Team
          • 👩‍🏭Cross-Functional Agile Teamwork
          • 🪜Leadership on Agile Teams
          • 😎Daily Life on Agile Teams
          • ♥️Resolving Team Conflict as Service Leaders
          • 📑The Process for Resolving Conflicts
          • ❌Collective Agreement Violations
      • 🧑‍🔬Agile Methods
        • 🏃‍♀️Scrum Method
          • 🤔What is Scrum?
          • 🧖Scrum Team Functions
          • 🗓️Scrum Meetings
          • ✍️Common Agile Deliverables
        • 🙉Other Agile Methods
      • 🪐Agile-Related Outputs and Deliverables
        • ⏲️Timeline for Agile Outputs
        • 🙌Team Outputs for Agile
          • Agile Team Outputs Before Projects Begin
            • 🏇Client Kickoff
            • 👁️Agile Team's Vision
            • 👩‍🏫Agile Team Process
            • 🍱Backlogs and Kanban Boards
            • 🦾RACI Charts
            • 🤗Working Agreements
            • 📈Project Phase Roadmaps
          • Agile Team Outputs During Projects
            • 🧑‍💼Sprint Planning Items
            • 👩‍💻Sprint Demo Presentations
            • 🦸‍♀️Sprint Retro Boards
            • 📏Agile Team Maturity Measurement
            • 🏁Project Hand-Off Document
        • 🚧Agile Product Development Deliverables
          • 👟Achieving Milestones on Agile Teams
          • 🔬Research Test Plans
          • ⁉️Agile Product Requirements
            • 🧐Where's the PRD (Product Requirements Document)?
            • 🧠Documenting Problems, Needs, and Goals
            • ⁉️Mapping Product Assumptions
            • 🔢Prioritizing Problems and Future Work
            • 😎Release-Level Vision
            • 🤠Release-Level Scope
            • 📯Product Release Roadmaps
            • 🏭Epics, Features, and Work Tasks
            • ✌️User Story Statements
            • ✅Acceptance Criteria
            • 🔷Behavior-Driven Development Scenarios
            • 🤔Use Case Scenarios and Task Flows
        • 🖥️Deliverables Dashboard
      • 📑Agile Glossary
    • ✨Service Leadership Handbook
  • 🌳PROJECT PORTAL
    • 🌱Learn About Project Training
      • ℹ️Tech Fleet Projects are Training, Not Volunteer Work or Employment
      • 🧑‍🤝‍🧑Our Approach to Learning
      • 🌎Team Structure on Tech Fleet Projects
      • ⛓️Commitment vs. Job Function vs. People on Teams
      • 🎢Team Functions
        • 🪐Product Strategy Function
        • ⌛Project Management Function
        • 🌏User Experience Functions
          • 🎨UX Design Function
          • 🤓UX Research Function
          • ✍️UX Writing Function
        • 🤖Development Function
        • 👩‍🔬Solutions Architecture Function
      • 🤝UX Research Ethics
    • 📃Applying to Tech Fleet Project Training
      • 😎How Tech Fleet Project Applications Work
      • 🔢Steps to Apply to Project Training
      • ✔️Application Requirements
      • 🤠Project Timelines and Application Process
      • ⁉️Project Application Questions
        • ❔Tech Fleet General Application Questions
        • ❔Tech Fleet Project Phase Application Questions
      • 🤔Updating the General Application
      • 🌠Application Tips
      • 🗞️See the Latest Project Openings
    • 🔍Interview Guide for Tech Fleet Project Team Building
      • 👀Key Traits We Look For in Team Mates
      • 🪜Co-Lead Interview Guide for Project Coordinators
      • 🪴Apprentice Interview Guide for Co-Leads
      • 📨Email Templates for Communicating to Applicants
  • 🎓MASTERCLASS-PORTAL
    • 🗞️Masterclass Openings
  • 👀OBSERVER PORTAL
    • 😎Observer Dashboard
    • 🙈Life as an Observer
    • 🕵️‍♀️Observer Handbook
      • 🎢Read the Agile Handbook First
      • 🙈What's a Tech Fleet Observer?
      • ❤️The Benefits of Observing
      • ❓Observer Frequently Asked Questions (FAQ)
      • 🚶‍♀️Daily Expectations of Tech Fleet Observers
        • 👩‍🎓Read the Handbooks before Observing
        • 🐐Join Tech Fleet Discord Before Observing
        • Observer Role in Discord
        • 👈Pick Projects to Observe
        • Seeing Project Deliverables as an Observer
        • 👀Day-to-Day as an Observer
        • 🤔Reflecting on Observations in Tech Fleet Discord
        • 🫂Get Support as an Observer
        • ⚒️Using Tools as an Observer
          • 🎨Tech Fleet Figma Educational Account for Observers
        • 🙌Knowing When you're Ready to Finish Observing
      • ❤️Code of Conduct for Observers
      • 🏁Start Observing Today
  • 🪴APPRENTICE PORTAL
    • 🖥️Project Dashboard for Apprentices
    • 🧑‍🚀Apprentice Handbook
      • 🫴Life as an Apprentice
      • Application Process for Apprentices
      • Becoming an Apprentice
      • Discord for Apprentices
      • 🎨Tech Fleet Figma Educational Account for Apprentices
      • Code of Conduct for Apprentices
      • Upholding Community Values as an Apprentice
      • Communication as an Apprentice
      • Leaving Your Project Early
      • Meetings
      • Working styles
      • Using Tools as an Apprentice
      • Organization for Apprentices
  • 🫶CO-LEAD PORTAL
    • 🖥️Project Dashboard for Co-Leads
    • 🪜Co-Lead Handbook
      • 🔥Life as a Co-Lead
      • Application Process for Co-Leads
      • Discord for Co-Leads
      • Code of Conduct for Leads
      • Lead Role Breakdown
      • Upholding Community Values as a Lead
      • Principles as a Lead
      • Day-to-Day Lead Expectations
      • How to Select Your Apprentices as a Lead
      • Interviewing Apprentices as a Lead
      • Leaving Your Project Early
      • Using Tools as a Lead
      • 🎨Tech Fleet Figma Educational Account for Co-Leads
  • ❤️COMMUNITY CODE OF CONDUCT
    • 💟Code of Conduct and Anti-Harassment Policy
    • 🏠Safe Space
  • 📐Policies
    • 🌏Community Collective Agreement
      • 🤗Community Core Values
        • 🫴Tech Fleet's Mission and Values
        • 🤝Tech Fleet Members' Rights
        • ❤️Tech Fleet Pledge of Purpose
        • 🫂Tech Fleet Pledge of Community
      • ❌Prohibited Activity in Tech Fleet
      • 📣Reporting and Resolving Issues
      • 🙅‍♀️Community Enforcement
      • 🌐Transforming Tension & Conflict
    • 👩‍⚖️Tech Fleet's Policies
      • 💼Legal Disclaimers
      • 🖱️Slack and Discord Policy
      • 👩‍🎓Masterclass Terms and Conditions
      • ⏪Services Refund Policy
      • 📓Tech Fleet Bylaws
      • 👤Tech Fleet Board Member Covenant
      • 👁️‍🗨️Conflict of Interest Policy
      • 🔎Information Security Procedures
  • 🏗️GUILD PORTAL
    • 💻Tech Fleet Operations
      • 🥳Tech Fleet Operations Workbook
      • ⚖️Governance
      • 👩‍⚖️Board of Directors
    • 👣Guild Directory
      • 🎓Growth and Development Guild
      • 🚧Infrastructure Guild
      • 🙏Leadership Guild
      • 🪐Product Team Guild
      • 🕧Project Coordinator Guild
      • 📼Video Production Guild
    • ⚒️Guild Handbook
      • 🐣Creating Change in Tech Fleet
      • Code of Conduct for Guilds
      • Guilds in Tech Fleet
      • Creating a new Guild
      • Operating a Guild
      • Guild Bylaws Template
  • 🫶Project Coordinator Portal
    • ⚙️Project Coordinator Handbook
      • Code of Conduct for Project Coordinators
      • Project Coordinator Process
      • Using Tools as a Project Coordinator
      • Project Intake Process
      • Getting the Team Formed
      • Pre-Kickoff as a Project Coordinator
      • Kickoff as a Project Coordinator
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On this page
  • Pre-Kickoff Check List
  • Organizing the Apprentice Spreadsheet
  • Creating Slack Channels
  • Notion
  • Team Gmail
  • Zoom
  • NDA Projects
  1. Project Coordinator Portal
  2. Project Coordinator Handbook

Using Tools as a Project Coordinator

PreviousProject Coordinator ProcessNextProject Intake Process

Last updated 1 year ago

Pre-Kickoff Check List

Owner: Project Coordinator

Facilitated by Project Coordinator and Leads

The Tech Fleet Infrastructure Guild has created project checklists for you to keep track of before your project goes live. Copy the and move them to your appropriate project folder after you copy them, then you can check items off after you complete them.

Organizing the Apprentice Spreadsheet

Owner: Project Coordinator / Leads

Facilitated by Project Coordinator

  • Create a spreadsheet from the “Responses” tab of the Google Form. This will automatically populate in a Google Sheets doc.

  • Add a sheet and label it for each individual team

  • Copy and paste the appropriate apprentices to the individual team tab

  • Replace the timestamp column with Notes

    • Here list any Apprentice or Lead position currently held by the applicant (if known)

Creating Slack Channels

Owner: Morgan Denner

Facilitated by Project Coordinator

Message Morgan with the list of channels. Morgan is the only person with permissions as the Workplace Owner. There are currently no Slack admins.

Channels needed will be based on the teams for the project. Here are some examples: #(project)-design #(project)-research

Notion

Created by Project Coordinator

Owner: Project Team

Create a copy of the Workspace Template for each new project. The Workspace Template has everything to get the project started. How the team uses it is up to them. Projects continuing into the next phase might like to use the original Notion, so check first.

Notion is the preferred tool for organizing projects and for Sprint Planning (see Sprint Hub).

If the project is under an NDA make sure to limit access to “edit” and only invite people that have signed the NDA. Give the Project Lead “Full Access” so they can also add or remove people as necessary.

Team Gmail

Created by Project Coordinator (it’s just easier sometimes)

Owner: Project Team

Zoom

Zoom.us is the preferred video conferencing tool of Tech Fleet. You can record and store meetings, get a transcript, make notes with action items, and set the agenda before the meeting.

Provide your team email and it will be added to the Zoom account.

Instructions on creating Zoom Meetings with project email:

  • Login into Google Calendar with the project email

  • Create the meeting on the calendar

  • Select Zoom Meeting from the dropdown "Add Google Meet Video Conferencing"

  • Someone (anyone) can log in with the project Google account to start the meeting

  • Make them reoccurring if you want (for the duration of the project)

NDA Projects

Recap:

  • Add notes to the Job Description and applications that all team members will be required to sign an NDA

  • All Slack channels must be kept private

  • Notion access restricted to only NDA signers

  • Team meetings are kept off of the Tech Fleet calendar and are only open to team members

  • NO project shadowers unless agreed by the client and they must sign an NDA

  • All links and documentation kept off of open channels or Notion

Link:

With a team Gmail account, the project will be able to have a dedicated calendar, a professional email for reaching out to users for testing, and scheduling meetings through Vowel on their calendar. Share the login information on the Leads channel. Typical format:{project}

Invite so that it gets sent to the Tech Fleet calendar (if the project has an NDA skip this step)

🫶
⚙️
documents in this folder
https://www.notion.so/tech-fleet-community-dao/Workspace-Template-636951dc61e8411c92c0af2330caa7b1
.techfleet@gmail.com
techfleetnetwork@gmail.com