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Copy file name to clipboardExpand all lines: partnerships/workflow/grants-and-projects.md
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@@ -9,16 +9,18 @@ In the remainder of this document we use `Grant` to refer to **both** traditiona
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We split our workflow around a few Sources of Truth:
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1.**[Our `Grants and projects` AirTable](https://airtable.com/appbjBTRIbgRiElkr/tblmRU6U53i8o7z2I/viwQoT7EO2K97mMEu?blocks=hide) captures metadata about each grant**.
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1.**[Our `Leads/Grants and projects` AirTable](https://airtable.com/appbjBTRIbgRiElkr/tblmRU6U53i8o7z2I/viwQoT7EO2K97mMEu?blocks=hide) captures metadata about each grant**.
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Each entry has a mirrored GitHub issue with an auto-generated table that shares its metadata on GitHub.
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2.**[Issues in the `leads/` repository](https://github.com/2i2c-org/leads) capture our conversation around a grant lead**, such as coordinating the actions we must take to complete its application.
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3.**Extra GitHub issues capture specific deliverables and tasks**, such as completing a grant application. These should be linked from the mirrored issue described above.
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4.**[Our `Active Grants and projects` AirTable](https://airtable.com/appbjBTRIbgRiElkr/tblCUDimpwHgiWbPq/viwzqESsgIqWZoVZf?blocks=hide) tracks grants we've been awarded**.
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This is where we coordinate the actions needed to deliver on the goals of the grant and track its progress.
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:::{figure} ./images/grants-airtable.png
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Here's an example of the AirTable entry for a grant lead (left) and its corresponding mirrored GitHub issue (right) where we coordinate conversation.
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:::
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## Workflow around grants and projects
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## Workflow around grant and project leads
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1.**Add a new entry to [the `Grants and projects` view](https://airtable.com/appbjBTRIbgRiElkr/tblmRU6U53i8o7z2I/viwQoT7EO2K97mMEu?blocks=hide)**. This will automatically create a GitHub issue in [the `leads/` repository](https://github.com/2i2c-org/leads).
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2.**Fill in as much metadata as you can**.
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4.**Create new GitHub issues to coordinate work**.
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If we must coordinate a plan around completing a grant, create a new GitHub issue and link it somewhere in the comments from the mirrored issue.
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% TODO: Consider adding a field in our AirTable for a "work issue" if the need arises.
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5.**When a grant is awarded, add an entry to [our active `Grants and projects` AirTable](https://airtable.com/appbjBTRIbgRiElkr/tblCUDimpwHgiWbPq/viwzqESsgIqWZoVZf?blocks=hide) and link it to the Lead**.
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We use the [active `Grants and projects` airtable](https://airtable.com/appbjBTRIbgRiElkr/tblCUDimpwHgiWbPq/viwzqESsgIqWZoVZf?blocks=hide) to track grants that we have been awarded.
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Once a grant is awarded, link the Lead to it start tracking our work over there.
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