Protocolo de Integração

O que abordar

• Which criteria must an applicant meet, written so anyone could check them?
• Who decides an application? (Name the body the Decision Matrix gives admissions to, rather than a second rule.)
• How do we make sure nobody becomes a member informally, or after the fact?

O que abordar

• What are the steps, in order, from an approved application to full membership?
• At which step does someone read all our governance documents, and how do we know they have?
• At which step do they explicitly agree to our identity constraints and our membership rules — and how?
• At which step is their starting membership state declared, and by whom? (What that state allows is its own question.)
• Which accounts, tools and channels are set up, by whom, and at which step?

Exemplos

1. The applicant reads all our governance documents with a buddy, who answers their questions. 2. They confirm in writing that they consent to our identity constraints and the Membership Agreement, and the membership steward declares them a Trial Member. 3. The admin sets up their member account and adds them to the members' chat. 4. When their trial ends with a positive decision, completion is recorded and they become a Full Member.

Exemplos, não recomendações. As respostas de vocês serão de vocês.

O que abordar

• Which membership state does someone hold on their first day, named as in our Membership State Registry?
• Which states do they pass through during onboarding, and what triggers each move?
• What can they do yet on their first day, and what has to wait? (The rights of each state are set in the Membership State Registry.)
• How do we make sure no access or right is given before the step that unlocks it?

Exemplos

When their application is approved, a new person becomes a Trial Member, with the rights the Membership State Registry gives that state. They become a Full Member automatically on the day their onboarding completion is recorded. There is no other route to Full Member, and no Full Member access is given before that day.

Exemplos, não recomendações. As respostas de vocês serão de vocês.

O que abordar

• How long does the trial last, and from when is it counted?
• What is the new member judged on — written so they can check it themselves?
• Who makes the decision at the end of the trial, and how?
• During the trial, which obligations apply, and how does the new member know them? (Which rights are limited is set in the Membership State Registry.)
• If the trial does not end in full membership, what happens — can it be extended, for how long and how often, and when does exit begin?
• After an exit at the end of a trial, how long before someone may apply again?

Exemplos

The trial lasts 6 months from the day the person signs, and every member obligation applies in full. They are judged on having completed every onboarding step and met the participation minimum in at least 5 of the 6 months. At the end, the full members decide by consent at a general meeting. If the criteria are not met, the trial can be extended once by up to 3 months; after that, the exit process begins, and the person may reapply after 12 months.

Exemplos, não recomendações. As respostas de vocês serão de vocês.

O que abordar

• Where is the completion record kept, and who writes it?
• What does it capture — at least the date, and the exact version of every document the person agreed to?
• How long is it kept, including after the person leaves?

Exemplos

The membership steward records completion in the members' register on the day the last onboarding step is done. The entry holds the date, the person's name, their new membership state, and the version number of each document they consented to. Entries are never deleted; after someone leaves, their entry stays, marked with the exit date.

Exemplos, não recomendações. As respostas de vocês serão de vocês.