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Note grants and projects active airtable
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choldgraf committed Apr 26, 2024
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Expand Up @@ -9,16 +9,18 @@ In the remainder of this document we use `Grant` to refer to **both** traditiona

We split our workflow around a few Sources of Truth:

1. **[Our `Grants and projects` AirTable](https://airtable.com/appbjBTRIbgRiElkr/tblmRU6U53i8o7z2I/viwQoT7EO2K97mMEu?blocks=hide) captures metadata about each grant**.
1. **[Our `Leads/Grants and projects` AirTable](https://airtable.com/appbjBTRIbgRiElkr/tblmRU6U53i8o7z2I/viwQoT7EO2K97mMEu?blocks=hide) captures metadata about each grant**.
Each entry has a mirrored GitHub issue with an auto-generated table that shares its metadata on GitHub.
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.
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.
4. **[Our `Active Grants and projects` AirTable](https://airtable.com/appbjBTRIbgRiElkr/tblCUDimpwHgiWbPq/viwzqESsgIqWZoVZf?blocks=hide) tracks grants we've been awarded**.
This is where we coordinate the actions needed to deliver on the goals of the grant and track its progress.

:::{figure} ./images/grants-airtable.png
Here's an example of the AirTable entry for a grant lead (left) and its corresponding mirrored GitHub issue (right) where we coordinate conversation.
:::

## Workflow around grants and projects
## Workflow around grant and project leads

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).
2. **Fill in as much metadata as you can**.
Expand All @@ -31,3 +33,7 @@ Here's an example of the AirTable entry for a grant lead (left) and its correspo
4. **Create new GitHub issues to coordinate work**.
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.
% TODO: Consider adding a field in our AirTable for a "work issue" if the need arises.
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**.
We use the [active `Grants and projects` airtable](https://airtable.com/appbjBTRIbgRiElkr/tblCUDimpwHgiWbPq/viwzqESsgIqWZoVZf?blocks=hide) to track grants that we have been awarded.
Once a grant is awarded, link the Lead to it start tracking our work over there.

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