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tags: workshop
title: Exercise leader onboarding
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# Thanks for being an exercise leader :heart:
Without you, these large online workshops would not be possible!
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## Onboarding Agenda
Helper onboarding are held on 2 different dates. Both same topics, afterwards installation help sessions.
1. Introduction and Icebreaker
2. Reviewing learners survey
3. Short overview on what will happen in workshop
- teams
- main session vs breakoutrooms
- HackMD and expert helpers
4. [How to exercise leader](https://coderefinery.github.io/manuals/helping-and-teaching/)
- Code of conduct
- positive learning environment
- things to avoid
5. [In breakoutrooms](https://coderefinery.github.io/manuals/breakout-rooms-helping/#helpers-in-breakout-rooms)
- Helper as moderator and time keeper
- breakoutroom strategies
- common problems
6. Exercises in breakout rooms
7. Path ahead with CodeRefinery
8. Open questions
9. Transition to installation help
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### 1. Introduction, Icebreaker, Zulip
> CodeRefinery: We are working with students, researchers, and research software engineers from all disciplines to advance FAIRness of software management and development practices so that research groups can collaboratively develop, review, discuss, test, share and reuse their codes.
* Answer our icebreaker question at [Exercise Leader hackmd](https://hackmd.io/@coderefinery/exerciseleader_may21/edit)
* Shortly introduce yourself in zoom
* Who are you?
* What do you do?
* Where are you connecting from?
* If you want to, sign up for our [zulip chat](https://coderefinery.zulipchat.com) to ask us anything, anytime. Use `#help/ExerciseLeader Q&A` stream, and `#workshop-chat` during the workshop itself (you need to join the stream)
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#### Update your availability
Please revisit the registration form to keep your availability during the workshop **up to date** to make planning easier for us.
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#### (Confirm attendance)
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### 2. Learners survey
Some insights to participants knowledge and motivation
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#### Current position
Graduate student (40%)
Postdoc
Researcher
Professor
Research Software Engineer
Industry
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#### Discipline
Engineering
Environmental Sciences
Computer and Information Sciences
Mathematics
Chemical Sciences
Biological Sciences
Medicine
Political Sciences
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#### Operating System
Windows (45%)
Linux (40%)
MacOS (15%)
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#### Version Control
Many already use Git
Some know what it is but do not use
Some do not know what it is
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#### Programming languages
Python (45%)
Matlab
C++
R
Fortran
Julia
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#### Software testing & automated testing & Codereview
Most don't know what it is
Many don't use but know what it is
Some use it
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#### Jupyter Notebook
Many use it
Many don't but know what it is
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#### Documentation
Most comment in source code
Many in readme files
Some markdown
Some sphinx,readthedocs,wiki,pdf,no documentation
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#### Web based repository
Most Github
Many not using any
Some gitlab, bitbucket, other
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#### Programming experience
Most have written own simple programs
many have written many small codes or contributed to large complex software
Some have no or little experience
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#### Unix command familiarity
Most know basics
Some don't
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#### Expectations
* hands on experience
* code/workflow organization
* new tools
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### 3. CodeRefinery online workshop
[Schedule](https://coderefinery.github.io/2021-05-10-workshop/#schedule) with link to lesson material and exercises
[Exercise leader HackMD](https://hackmd.io/@coderefinery/exerciseleader_may21/edit) our interactive collaborative document for the onboarding
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#### HackMD
[Mechanics](https://coderefinery.github.io/manuals/hackmd-mechanics/)
[Exercise leader HackMD](https://hackmd.io/@coderefinery/exerciseleader_may21/edit)
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#### Workshop mechanics
main room instructor teaching with watching/type along
exercise sessions for exercise bundles, instructor prepares
breaks (remind us!)
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#### Breakoutrooms
team / no team
will become team (we try!)
4-6 learners
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#### Extra help
Use HackMD
* to ask (and answer) general questions that came up in your room
* to call for more help from our expert helpers
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#### Progress report
Let us know how it is going during the exercise session in the hackmd
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### 4. Within breakoutroom
[Helping in breakoutrooms](https://coderefinery.github.io/manuals/breakout-rooms-helping/#helpers-in-breakout-rooms)
* keep people talking and interacting, understand their difficulties, and encourage them to work on the exercises together.
* Greeting
* cameras
* Chat to “Everyone” in a breakout room only means people in that room.
* read the room and see what they want, but do provide encouragement to do something.
* keep time and ask for extra help with debugging
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#### Strategies
**Strategy 1:** Encourage to share screen
**Strategy 2:** Everyone does exercise themselves and ask if there is questions
**Strategy 3:** Share screen
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#### Common problems
* one person asking a lot
* larger problems
* too little time
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### 5. How to exercise leader
[How to exercise leader](https://coderefinery.github.io/manuals/helping-and-teaching/)
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#### Before
* check out the exercises (exercise overview below, point 6)
> think about what you would like to convey as exercise leader to the classroom. How did (or does) CodeRefinery help you?
* instructor guide
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#### During
* [Code of Conduct](https://docs.carpentries.org/topic_folders/policies/code-of-conduct.html)
* Positive learning environment
* encourage learning from each other
* acknowledge difficulties and confusions
* introductory round and camera
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#### Please do not
* Take over keyboard, you can share commands in chat
* Criticize certain programs, operating systems, or GUI applications, or learners who use them. (Excel, Windows, etc.)
* Talk contemptuously or with scorn about any tool.
* Dive into complex or detailed technical discussions
* Pretend to know more than you do. Trust.
* Use “just”, “easy”, "simply", "basic", "trivial" or other demotivating words.
* “I can’t believe you don’t know X”
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### 6. Exercises planned
Checkout the [List](https://hackmd.io/@coderefinery/CR_May21_Exercises)
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### 7. Path ahead
Would you like to
* become an instructor?
* help organizing a workshop?
* contribute to lesson material?
* have any other ideas to contribute?
* community calls in future
See our [website](https://coderefinery.org/get-involved/) and [Manuals](https://coderefinery.github.io/manuals/contributing/)
Best way to get started is to join the [zulip chat](https://coderefinery.zulipchat.com)
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### 8. Open questions?
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### 9. Installation help
at 13 CET (after this session)
Please stick around, in case learners show up with installation issues, you may also observe
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