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Onboarding a Team

This page is for coordinators and project leads who want to introduce the playbook to a new team or community group.

Where to Start by Role

Rather than sharing the full playbook with a new team, start with the chapter most relevant to their immediate task.

RoleRecommended starting point
AnnotatorTraining and Guidelines, then the relevant modality chapter
Voice recorderSpeech Data
Reviewer / quality checkerData Quality Assurance and Validation
CoordinatorCost and Resource PlanningAnnotation Design
LinguistAnnotation DesignInclusive and Bias-Aware Design
Dataset release leadDocumentation and GovernanceDataset Lifecycle

First-Session Structure

A single 60–90 minute orientation session is usually enough to get a team started:

  1. Walk through the relevant chapter together (screen share or printed copy)
  2. Work through one concrete example from the actual project — not an abstract sample
  3. Run a short practice task and discuss any questions before independent work begins

Onboarding Materials to Prepare

  • Link (or printout) of the relevant chapter
  • 3–5 real annotation or recording examples from your project
  • Contact details for who to reach with tool or task questions
  • Offline copy of materials for contributors without reliable internet (see Inclusive Access)

Checking Readiness

Before a contributor starts independent work, confirm they can:

  • Navigate to the relevant playbook section without help
  • Correctly identify the label or action for at least three practice examples
  • Reach their point of contact if something is unclear

Contributors who cannot pass a short readiness check benefit from a second orientation rather than starting at full scale.

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