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Take me to the templates and checklists!
We've been testing participatory media assignments since 2015 — and we'll certainly test more in the future — but, over time, we've found that having a core assignment type helps us focus, and helps Documenters know what to expect. Community coverage of public meetings is core to our mission, so we've honed two types of assignments that work in tandem to produce informative rundowns that anyone can be trained to do. The following steps are rooted in those assignment types—notetaking and live-tweeting—but they're informed by other assignments types that we've tried and tested, including annotating public documents, group data collection, street team event outreach and more.
Even if your participatory media project isn't based in coverage of public meetings, we hope these four steps can be useful for your work:
Step 1: Selecting and assigning meetings to cover
Our City Scrapers tool finds dates, times and official records for public meetings and displays them in a list and calendar form. Staff members monitor the list of upcoming meetings and choose which meetings to turn into assignments. This decision might be based on your program’s mission, local relevance, the number of active Documenters or your budget. Some factors to consider when selecting meetings:
Are we tracking an issue that came up in a previous meeting?
Does the agency routinely lack public documentation like minutes and agendas?
Is the issue or agency timely, newsworthy or especially relevant in public dialogue?
Is there a media or community partner who could make further use of our reporting?
Step 2: Selecting community members for civic assignments
A list of open assignments is sent out to all Documenters every week and they can apply to cover a meeting that interests them. Documenters are often sent to meetings in pairs to create opportunities for connection, collaboration and self-support. Documenters roles could include annotating, live Tweeting, photographing or recording the meeting depending on your program. Typically, many applications are submitted for a single role. Choosing people for assignments is a balancing act: staff should use Documenters’ profiles and personal experience to select roles and ensure those roles reflect local demographics. We consider the following:
Experience — Does this meeting require someone to have previous experience with an agency?
Opportunities for new engagement — Might having fresh eyes bring new insights to your team and community of civic reporters?
Performance — Has this Documenter previously shown thorough thoughtful attention to meetings?
Opportunities — Could this assignment increase a Documenters' capacity for future assignments/in general
Meeting relevance — Does this meeting have clear news or informational value for community members?
Step 3: Taking notes and getting paid
Once a Documenter is approved to take on an assignment, they should receive a confirmation message and any materials they need to complete the assignment. The Documenters Network uses a custom Google Docs template. A claimed assignment also triggers our payment platform to cue up a payment, which needs to be manually approved by a staff member. Documenters mark their assignment as “complete” on the back end of Documenters.org when they’re finished. They are expected to turn in any assigned work (i.e. notes, photos, audio, annotations, etc) within 24 hours of the meeting.
Step 4: Reviewing and publishing notes
Staff look at the meeting notes to check — to the best of the staff member’s ability — that they are accurate, free of errors and meet the expectations laid out in our training. We always offer feedback. If the notes need significant revision, we send them back to the Documenter with suggestions. Documenters are paid for extra time they spend on edits. We use an internal rating system for notes that helps us track performance and make decisions about future assignments. The ratings are:
1: Cannot be published as is. Submission includes significant factual errors, grammatical errors or omissions.
2: Significant revision required, including rewriting or restructuring. Submission includes factual errors, grammatical errors or omissions.
3: Revision required, including some rewriting and/or restructuring. Submission is factually accurate or adequate with few grammatical errors or omissions.
4: Light revision required. Submission is factually accurate with few grammatical errors or omissions.
5: Little-to-no revision required. Submission is factually accurate with few grammatical errors or omissions.
“I got paid $56 to learn and that's awesome. [The Documenters Network] is teaching a language that I feel like all the people in power already know.”
Fresnoland is a Documenters-style program that covers public meetings in California’s San Joaquin Valley. Editor Dympna Ugwu-Oju uses sets of Google Sheets and Docs to manage workflows—because this process is similar to the one used in the early days of the original Documenters program in Chicago, we're including it here as a way to get started on Documenters-style projects that exist separately from the Documenters network.
NOTE: These processes any many more have been streamlined and automated for Documenters Network sites by Documenters.org.
“It’s become so simple. By using templates I don’t spend much time on administration, even though I visit agency websites, prepare the weekly list of meetings and make assignments. Once you've done it for a while, it’s easier to replicate the work on a weekly basis.”
Here's the template that the Documenters Network uses for meeting notes—this template, and others in use by the network, is automatically sent to assigned Documenters by Documenters.org.
Notice the space for Documenters’ questions and reflections. As much as an accurate and complete set of notes is important, this isn’t a transcription service. Part of their work is to raise questions or concerns they have coming out of the meeting, especially questions that are informed by Documenters’ life experiences.
—The Documenters Field Guide is an online resource available to Documenters before, after and during assignments.
Feedback on assignments should be written to improve performance and provide a sense of accomplishment. Here are a few tips and examples that we've learned from our experience supporting new skills and learning in our community:
Tips
Check your motives
Be specific
Be timely
Limit your focus
Use "I" statements
Ask questions that lead to understanding
Talk about the positives
Follow up
Examples
Hi [name], These notes are thorough and policy focused, thanks for submitting your notes promptly and on time. I went ahead and made some quick formatting corrections but overall your notes are very informative—I appreciate the wealth of hyperlinks and your attention to detail. I'll get your payment processed today.
Hi [name], these tweets are excellent but be sure to use a single thread on your next assignment. Threads help readers see your entire Documenters session, and it helps us share your work! I also want to affirm that we know this is a learning experience for you; supporting people in developing these information skills is an important part of the process to us.
Hey [name], these annotations look good. I'm going to go ahead and approve these submissions but please be sure to submit your notes within 24 hours of your meeting—you can find some helpful tips for before, during and after you submit in the Documenters Field Guide. Looking forward to working with you on your next assignment!