community playbooks Archives

Creating Community Playbooks (PBK26F)

This seven-week course is for anyone who wants to create or update a playbook but needs some guidance and/or accountability to get it made. All learners must be actively managing a community, collaboration, or team. This course is also appropriate for community managers interested in creating a playbook for a community champions program.

Even if you already have a playbook or existing documentation about your community, this course will help you to identify gaps, make updates, or improve the adoption and reuse of existing content. We’ve found that previous learners in similar trainings that we’ve offered appreciated the opportunity to audit and update documentation and processes to enhance existing communication norms.

Our fall offering of Creating Community Playbooks (PBK26F) will run on Tuesdays and Fridays beginning Tuesday, 15 September until Friday, 30 October 2026.

The key dates are:

Week 1

Tuesday lesson: 15 September at 11am – 1pm EDT / 3pm – 5pm UTC
Friday Co-Lab: 18 September at 11am – 1pm EDT / 3pm – 5pm UTC

Weeks 2-7

Tuesday lessons: 22, 29 September; 6, 13, 20, 27 October at 11am – 12:30pm EDT / 3pm – 4:30pm UTC*
Friday Co-Labs: 25 September ; 2, 9,16, 23, 30 October at 11am – 12:30pm EDT / 3pm – 4:30pm UTC*

*Note that daylight savings changes in the UK and Europe in late October may affect the timing of the last two sessions of the course in your region.

Registration deadline: Friday, 28 August 2026

The Birdaro training program: Working with OS projects to reduce their documentation debt (Part 2)

This post originally appeared on the Birdaro blog. Birdaro, which is powered by CSCCE, offers leadership development for open source projects. In 2025, we ran a pilot cohort of the Birdaro training program that focused on governance and documentation in open source. This post is one of several reflecting on the outcomes of the pilot cohort.

From September-December 2025, we worked with 24 scientific open source projects through the pilot cohort of the Birdaro training program. This multi-week training module, funded by the Chan Zuckerberg Initiative, focused on governance and documentation in open source (OS), and included training sessions facilitated by CSCCE staff and discussion forums for participants to learn from each other.

This post is the second in a 2-part series (read part 1) focusing on how the Birdaro training program supported participants in creating community playbooks – a proactive formula for curating documentation and making it available (and usable!) to the audiences who need it. If you haven’t read the first post already, we suggest you take a read to gain some more context about Birdaro, playbooks, and the different ways they can positively impact OS projects.

*Projects highlighted in this blog post: CIB Mango Tree, The R Project, RSpace, and The Dataverse Project.*

The Birdaro training program: Working with OS projects to reduce their documentation debt (Part 1)

Addressing documentation debt through playbook creation

The choice to focus on governance and documentation for this pilot cohort was informed by our understanding of participant needs (60% of applicants identified creating contributor guides and team playbooks as a priority training area), as well as a broader appreciation of the challenges facing the scientific open-source ecosystem.

May Community Call Recap – The who, what, when, where, why, and how of making a community playbook!

This month’s community call was an opportunity to talk about community playbooks, and the impact they can have on a community or team.

We were joined by three members of the CSCCE community of practice, each of whom recently created a playbook as part of their participation in our newest online course Creating Community Playbooks (PBK): Allie Lau (American Physical Society), Martin Magdinier (OpenRefine), and Sophie Bui (National Center for Supercomputing Applications).

In this blog post you can watch recordings of each of the presentations and find out more about the questions and discussion their talks inspired. We’ve also included more information about the PBK course – registration for our next cohort closes on 21 June 2024! If you have questions about the course, do reach out to training@www.cscce.org.

May’s Community Call: Creating Community Playbooks – a.k.a. Collaboration Guides, Team Handbooks, and more!

Come to this month’s CSCCE community call to find out more about creating a playbook for your community, team, collaboration, or champions program! Playbooks (which are often given various different names) are written hubs that keep your community members, community champions, or community team on the same page by making visible the who, what, why, when, where, and how of your shared work together.

On this month’s call, we’ll give a brief overview of what a community playbook is, why you should have one, and what playbooks look like in a range of STEM contexts. Our invited speakers all recently took our training course, Creating Community Playbooks (PBK), and will be sharing the playbook they created as well as how it’s making a difference in their communities.

This call may be of particular interest to you if:

You’re not sure what a playbook is, or if making one is really necessary in your specific situation
You’re considering joining the next cohort of PBK (which starts in July!)
You’d like to see some examples of playbooks in action in a range of contexts – including online collaborations, open-source software projects, and national laboratories/core facilities
You’re a member of the CSCCE community of practice (CoP) and would like to meet other members
You aren’t yet a member of the CSCCE CoP, but are considering joining

CSCCE hosts kickoff meeting for new CZI-funded collaboration

In December 2022, CSCCE received funding from the Chan Zuckerberg Initiative as collaborators on a grant to create a collaborative cloud infrastructure service for bioscience researchers in Latin America and Africa. The project is being led by 2i2c, and also involves The Carpentries, Invest in Open Infrastructure (IOI), MetaDocencia, and Open Life Science (OLS).

CSCCE has two main roles on the project. Firstly, we are supporting the international, multi-stakeholder team in establishing how they want to work together – and will be sharing some of those learnings externally so that other complex projects might benefit. And secondly, as part of the strategy team (with 2i2c, OLS and IOI), we’ll be considering the models for community engagement and governance being used in delivering the project locally. Again, we hope there will be much to share about localized community engagement as the project progresses.

We’re excited by the opportunity to be very intentional about setting up and reviewing how complex, collaborative work takes place, and this post is our first reflection on what we’ve learned so far.

Creating collaboration guides: New CSCCE resource to help research collaborations succeed

On 26 May 2021, CSCCE Director Lou Woodley took part in the Zuckerman Institute’s Neuroscience Symposium, joining a session on team science and collaborative research. As part of the session she facilitated a workshop for attendees to explore how and why collaboration guides are so important, and shared a brand new CSCCE tip sheet on creating them. Read on to find out more.

Part 1 – The Community Manager’s Survival Guide: Emphasizing “Inreach” to Overcome Geographic Dispersion

We’re continuing to share reflections from the 2017 Community Engagement Fellows on the blog. In today’s post, Andy Leidolf introduces his four part series, “The Community Manager’s Survival Guide: Building … Continue reading “Part 1 – The Community Manager’s Survival Guide: Emphasizing “Inreach” to Overcome Geographic Dispersion”

We’re continuing to share reflections from the 2017 Community Engagement Fellows on the blog. In today’s post, Andy Leidolf introduces his four part series, “The Community Manager’s Survival Guide: Building Social Capital in Large, Heterogeneous, Geographically Dispersed Research Networks.” You can catch up on all posts by the Fellows here.

Posted by Andy Leidolf, Coordinator, Honors Program, Utah State University, and Executive Director, Society for Freshwater Science. Leidolf served as iUTAH Assistant Director and Project Administrator from 2014-2018.

The Challenge

When I began my tenure as Assistant Director of the iUTAH EPSCoR project in October 2014, the fact that the members of my research collaboration were not co-located, but dispersed among eleven institutions of higher learning spread all over the state of Utah, as well as 100 state, national, and—in some cases—international partner organizations, made settling into my position, frankly, a scary prospect. We were funded by a five year, $20M grant from the National Science Foundation to enhance Utah’s water resources through research, training, and education. This included studying the state’s water system, as well as working to understand how factors like population growth, climate variability, changes in land use, and human behavior impacted the sustainability of our state’s water resources. No small feat. How was I ever going to learn who all these people were, what role they played in and for our community, and—most importantly—how to communicate and engage with them?

Continue reading “Part 1 – The Community Manager’s Survival Guide: Emphasizing “Inreach” to Overcome Geographic Dispersion”

Documenting Strategy with a Community Playbook

We’re now mid-way through the first year of the AAAS Community Engagement Fellows Program (CEFP), funded by the Alfred P. Sloan Foundation. The first cohort of Fellows is made up … Continue reading “Documenting Strategy with a Community Playbook”

We’re now mid-way through the first year of the AAAS Community Engagement Fellows Program (CEFP), funded by the Alfred P. Sloan Foundation. The first cohort of Fellows is made up of 19 scientific community managers working with a diverse range of scientific communities. As they continue to develop their community engagement skills and apply some of the ideas and strategies from their training, the Fellows will report back on the blog, sharing their challenges, discoveries, and insights. Today, Fellow Rosanna Volchok recaps the latest in a series of training webinars for the CEFP cohort.

Posted by Rosanna Volchok, Network Engagement Manager at The New York Academy of Sciences

A chess board with pieces — “A Game of Chess?” by Christine Kongsvik under CC BY 2.0

CEFP Fellow Stephanie O’Donnell’s recent blog series recapped The Community Roundtable’s introduction of the “Community Playbook” as a valuable tool for community managers. This three-part series broke down 1) the core concepts of a Community Playbook; 2) how different audiences might make use of one; and 3) the different kinds of content and content mediums a community engagement manager might include in one.

Today, I’ll take us through Rachel Happe and Georgina Cannie’s Community Roundtable presentation on understanding how a community engagement manager might document strategy within a community playbook. This includes defining a community’s shared purpose and shared value, connecting these inputs and outputs to key community member behaviors, and putting it all together to create a strategy statement that will inform the community engagement work going forward.

Continue reading “Documenting Strategy with a Community Playbook”

Building a community playbook part 3: What’s in it?

In January 2017, we wrapped up the training week for the inaugural class of the AAAS Community Engagement Fellows Program (CEFP), funded by the Alfred P. Sloan Foundation. The first cohort of Fellows is made up of 17 scientific community managers working with a diverse range of scientific communities. As they continue to develop their community engagement skills and apply some of the ideas and strategies from the January training, the Fellows will report back on the Trellis blog, sharing their challenges, discoveries, and insights. Yesterday Stephanie O’Donnell described several different audiences and use cases for community playbooks. Today, in the final post in her three part series, will dive into the content of community playbooks.

Posted by Stephanie O’Donnell, Community Manager at WILDLABS.net, Fauna & Flora International

Red hardcover book gutter with sewn pages flipping through the air ready for browsing. The cover has a shiny, plastic texture. — “Hardcover book gutter and pages” by Horia Varlan under CC BY 2.0

Now that we’ve established how useful a playbook might be and how different audiences might use it, we come to the big question: what goes in your Playbook? Read on to learn about the different kinds of content and content mediums that you can choose from. The credit for this framework goes to the Community Roundtable, who presented the following information in a CEFP webinar.