Leading Cohort Calls

Everyone on the Openscapes team should be a confident leader and active contributor during Cohort Calls. We are open, kind, and help each other as we prepare and facilitate. This is how we lead each call, with additional steps for the first call.


There are three main roles when we lead Cohort Calls. When folks are assisting a Cohort Call, they often help take notes, and monitor chat, and create breakout rooms.

  • Tech Host: Zoom co-host, create breakout groups, monitor chat & Slack, help note-taking
  • Facilitator: Zoom co-host, leads discussion as noted in the Agenda
  • Teacher: Talks through demos and slides

Note-taking should focus on capturing questions and conversations and less about slides. Copying questions from the Chat into the Agenda is also really helpful.

Before Cohort Calls

During Cohort Calls

Software to have open:

  • Zoom
  • Slack for back-channeling if needed, likely not
  • Agenda
  • Quicklinks Issue, Participants List (example: NOAA NMFS)
  • Welcome folks as they join, ask them to rename themselves in Zoom to identify their team (helps us for breakout groups)
  • Monitor the chat
  • Help with note-taking. Both to capture what folks are saying and to role-model. Help others engage.

Welcome! Please write your name in Roll Call as you join: [ doc ]

If you need access to the doc please put your email in chat

And please rename yourself with how you’d like to be called and your team name (hover over your name or video > 3 dots > Rename)

Making breakout rooms

Breakout rooms are generally random or as teams.

  • Random: set up breakout rooms just before we go into them; for example if you set them up during roll call and more folks join before the reflections, you won’t be able to create new rooms for them
  • Teams: this takes more time and you’ll need the participant list in front of you

Guest teachers’ presentations

Screenshare! This way we can edit out the recording if groups would like to share these presentations publicly, for example with NOAA NMFS’ Em Markowitz’ Data to Product Workflows.

Between Cohort Calls

Between Calls there are tasks for the Openscapes team and for the Champions teams (that the Openscapes team helps support).

Field Notes

We ask all co-leads and assistants to write down thoughts about how the cohort went - these are internal “field notes” that will help us improve between Cohort Calls and across Cohorts.

Prompts to answer include:

  • Top-of-mind
  • Brief summary of how it went
  • Rose / Bud / Thorn - something that was good, developing, or tricky

Write field notes in the Planning Docs, at the bottom


We send digests the week following each Cohort Call (early, on Monday or Tuesday) via GitHub Issues.

Digests include links to the Call’s agenda, the Call’s goals, slides, and some excerpts from the shared notes. Call 1 is sent via email, and following the GitHub Clinic, the rest are sent via GitHub Issues as a way to continue practicing throughtout the cohort.

We develop these in a single “DigestsDrafts” Google Doc - with the AFSC Mentors we would co-work on this during a debrief Seaside Chat.

See examples:


We started co-working with Cohorts in fall 2021. It’s a nice practice that our team does together (to work on your own but have a buddy available over Zoom) and it’s nice to offer as a practice to the Champions too. Champions have said it’s a really nice practice to take back to their research groups and it’s also a nice way to continue to build community and a learning culture and practice talking about data needs and screensharing.

We set up an hour of Co-Working in between weeks; these are optional times where folks can work on their own things but also share and ask questions. Read more about co-working (Butland & Penfold 2020). Here is an example agenda.

We share what we’re going to work on, and then work quietly and then check in at the end as well. We also make breakout rooms for Q&A if folks want to screenshare and talk things out.

  • Brief intros to share what we’re planning to work on
  • Create breakout rooms based on topics, and you can move yourself. Today:
    • ProjectBoards
    • ChattierRoom - Eli there for Q&A. Pop in and out.
  • Brief closing to share what you did & any resources!

Seaside Chats

Champions teams will hold Seaside Chats, and we share suggested topics each Cohort Call.

First Cohort Call

The first Cohort Call has additional setup and followup, since we introduce and follow up on things that we discuss together (i.e. Slack)


Set up Slack Channel with all assistants

Hi All, Excited for today! We’ll share the [ Agenda ] in chat, and expect that some folks will still need to request access. We’ll ask them to share their emails in chat so that we can add them quickly - to the folder if possible. If you add access for someone, would you also add their email to [ OpenscapesParticipants ] and I’ll revisit afterwards. Thanks!


Slack invites

  • Create a private Slack channel for the Cohort, invite everyone to the Org and private channel
  • Write a welcome message in the general or welcome channel

Hi Everyone - We have a new Champions Cohort that started today and we just added them to slack! They may say hello here too :wave: Here is their [ cohort repo ] with a few more details.