# Introduction

This manual serves as the primary means for the Student Robotics Trustees to define what Student Robotics is, what it stands for and how it operates. It is not intended as a detailed prescriptive manual of how each activity within the organisation is carried out, but rather as a means to set the foundations upon which the organisation is built.

The latest version is always available to read at <https://opsmanual.studentrobotics.org/>. The source of this document is available at <https://github.com/srobo/ops-manual>. Please note that information contained on the 'master' branch of the repository (the 'In Development' version of the GitBook) has not yet been released and is therefore not authoritative.


# About the Charity

Student Robotics is a charity, registered on 18th August 2015 in England and Wales, with registration number 1163168. The charity is an association charitable incorporated organisation (CIO), with a [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf) as its governing document. It is headed by the Trustees who share ultimate responsibility for governing the charity and directing how it is managed and run. The Trustees can always be contacted via email at the following address: <trustees@studentrobotics.org>.

## Meet the Trustees

### David Massey

David is a full time teacher at Hills Road Sixth Form College, teaching physics and electronics A-level. He has been involved in sixth form robotics competitions since 2001 and has taken part in Student Robotics since 2012. He became a Trustee in January 2018.

### Diane Dowling

Diane is Head of Computer Science at Collyer’s Sixth Form College in Horsham, West Sussex and has been involved in Student Robotics as a team Leader since 2013. Diane became a Trustee in January 2018.

### Jimmy Thompson

Jimmy is a software developer by trade, based in London. First volunteering for Student Robotics in 2015, in 2016 he was invited to be a Trustee. His main interests are in building a community of volunteers, software engineering and organisation design.

### Rich Barlow

Rich started helping out with Student Robotics during his second year of his degree, in 2009. Since then he has helped to develop various aspects of SRs operation, including the kit of electronics hardware that has historically been loaned to teams for the duration of the competition. He was one of the founding Trustees when the charity was initially formed.

## Postal Address

The postal address of Student Robotics is shown below. All Trustees have access to mail sent to this address through a web platform.

```
Student Robotics
Lytchett House
13 Freeland Park
Wareham Road
Lytchett Matravers
Poole
Dorset
BH16 6FA
```


# Vision, Mission and Values

## Our Vision

We want to foster a world where engineering and artificial intelligence is accessible to young people.

## Our Mission

To bring the excitement of engineering and the challenge of coding to young people through robotics.

## Our Values

### Accessible

Engineering is for everyone. We believe that anyone should have the opportunity to build and program robots and we are committed to maintaining a diverse set of teams and volunteers. We do not expect participants to be skilled robot builders; we will provide challenges for all abilities and participants will never need any prior experience. We will never charge young people to enter the events that we run.

### Autonomous

Remote control sucks. Programming is everywhere in modern engineering and we want everyone to to be able drive the future. AI is where it’s at and should be at the heart of a robot’s design.

### Open by Default

Sharing is good. Running Student Robotics in the open makes us more resilient, more accessible and more exciting. Unless there is a very good reason not to, all software is open source, all conversations are open, and all documents are public.

### Encourage Creativity

Real life is limitless and so are we (almost!) Engineering in the real world is all about solving problems in new and novel ways. We want to encourage creative and ingenious solutions to problems, so we strive to keep constraints to a minimum.

### Reflect Reality

Engineering is everywhere. There are millions of engineers working in thousands of teams across hundreds of disciplines world-wide solving ever more complex problems. We present a challenge that aims to mirror this and expose people to a broad spectrum of engineering and computer science. Teamwork and communication is key.


# Code of Conduct

## Code of Conduct

### 1. Purpose

A primary goal of Student Robotics is to be inclusive to the largest number of contributors, with the most varied and diverse backgrounds possible. As such, we are committed to providing a friendly, safe and welcoming environment for all, regardless of gender, sexual orientation, ability, ethnicity, socioeconomic status, and religion (or lack thereof).

This code of conduct outlines our expectations for all those who participate in our community, including, but not limited to, volunteers, competitors and team leaders. It further outlines the consequences for unacceptable behaviour.

We invite all those who participate in Student Robotics to help us create safe and positive experiences for everyone.

### 2. Open Source Citizenship

A supplemental goal of this Code of Conduct is to increase open source citizenship by encouraging participants to recognize and strengthen the relationships between our actions and their effects on our community.

Communities mirror the societies in which they exist and positive action is essential to counteract the many forms of inequality and abuses of power that exist in society.

If you see someone who is making an extra effort to ensure our community is welcoming, friendly, and encourages all participants to contribute to the fullest extent, we want to know.

### 3. Expected Behaviour

The following behaviours are expected and requested of all community members:

* Participate in an authentic and active way. In doing so, you contribute to the health and longevity of this community.
* Exercise consideration and respect in your speech and actions.
* Attempt collaboration before conflict.
* Refrain from demeaning, discriminatory, or harassing behaviour and speech.
* Be mindful of your surroundings and of your fellow participants. Alert community leaders if you notice a dangerous situation, someone in distress, or violations of this Code of Conduct, even if they seem inconsequential.
* Remember that community event venues may be shared with members of the public; please be respectful to all patrons of these locations.

### 4. Unacceptable Behaviour

The following behaviours are considered harassment and are unacceptable within our community:

* Violence, threats of violence or violent language directed against another person.
* Sexist, racist, homophobic, transphobic, ableist or otherwise discriminatory jokes and language.
* Posting or displaying sexually explicit or violent material.
* Posting or threatening to post other people’s personally identifying information ("doxing").
* Personal insults, particularly those related to gender, sexual orientation, race, religion, or disability.
* Inappropriate photography or recording.
* Inappropriate physical contact. You should have someone’s consent before touching them.
* Unwelcome sexual attention. This includes, sexualized comments or jokes; inappropriate touching, groping, and unwelcomed sexual advances.
* Deliberate intimidation, stalking or following (online or in person).
* Advocating for, or encouraging, any of the above behaviour.
* Sustained disruption of community events, including talks and presentations.

### 5. Consequences of Unacceptable Behaviour

Unacceptable behaviour from any community member, including sponsors and those with decision-making authority, will not be tolerated.

Anyone asked to stop unacceptable behaviour is expected to comply immediately.

If a community member engages in unacceptable behaviour, the community organizers may take any action they deem appropriate, up to and including a temporary ban or permanent expulsion from the community without warning.

### 6. Reporting Guidelines

If you are subject to or witness unacceptable behaviour, or have any other concerns, please notify a community organizer as soon as possible via <trustees@studentrobotics.org>. All reports will be handled with discretion. In your report please include:

* Your contact information.
* Names (real, nicknames, or pseudonyms) of any individuals involved. If there are additional witnesses, please include them as well. Your account of what occurred, and if you believe the incident is ongoing. If there is a publicly available record (e.g. a mailing list archive, public IRC logger or GitHub discussion), please include a link.
* Any additional information that may be helpful.

After filing a report, a representative will contact you personally, review the incident, follow up with any additional questions, and make a decision as to how to respond. If the person who is harassing you is part of the response team, they will recuse themselves from handling your incident. If the complaint originates from a member of the response team, it will be handled by a different member of the response team. We will respect confidentiality requests for the purpose of protecting victims of abuse.

Additionally, community organizers are available to help community members engage with local law enforcement or to otherwise help those experiencing unacceptable behaviour feel safe. In the context of in-person events, organizers will also provide escorts as desired by the person experiencing distress.

### 7. Addressing Grievances

If you feel you have been falsely or unfairly accused of violating this Code of Conduct, you should notify the Student Robotics Trustees with a concise description of your grievance. Your grievance will be handled in accordance with our existing governing policies.

### 8. Scope

We expect all community participants (contributors, paid or otherwise; sponsors; and other guests) to abide by this Code of Conduct in all community venues–online and in-person–as well as in all one-on-one communications pertaining to community business.

This code of conduct and its related procedures also applies to unacceptable behaviour occurring outside the scope of community activities when such behaviour has the potential to adversely affect the safety and well-being of community members.

### 9. Contact info

<trustees@studentrobotics.org>

### 10. License and attribution

This Code of Conduct is distributed under a [Creative Commons Attribution-ShareAlike license](http://creativecommons.org/licenses/by-sa/3.0/).

Portions of text derived from the [Django Code of Conduct](https://www.djangoproject.com/conduct/) and the [Geek Feminism Anti-Harassment Policy](http://geekfeminism.wikia.com/wiki/Conference_anti-harassment/Policy).

Retrieved on November 22, 2016 from <http://citizencodeofconduct.org/>


# Safeguarding

Everyone has a responsibility to keep children and young people safe. All organisations that come into contact with children should have specific safeguarding policies and procedures in place. This includes voluntary and community organisations, faith groups, private sector providers, as well as schools, hospitals and sports clubs (NSPCC, 2018).

Student Robotics takes child safeguarding very seriously. It is important that young people have the opportunity to participate in competitions and other events in a safe environment.

All young people that a Student Robotics volunteer is working with must be supervised by a responsible adult; this will either be a parent or a teacher who will have overall responsibility for that young person.

Everyone who volunteers with Student Robotics is bound by a [code of conduct ](/v6.0.0/about-the-charity/code-of-conduct)that provides a clear expectation of how they will work with others, including competitors and other volunteers.

Student Robotics encourages anyone who is involved in working with young people who are participating in Student Robotics activities to report any safeguarding concerns to the Trustees via <trustees@studentrobotics.org>.


# Annual Robotics Competition

The Student Robotics Competition Programme is the main activity of Student Robotics and is how it currently meets its charitable objective set out in its [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf). It consists of an annual programme, aligned with the academic year, where teams of 16-19 year-olds (generally in sixth form) partake in an reasonably open-ended engineering challenge to construct autonomous robots.

The planning, management and running of the Competition Programme is the responsibility of the Competition Programme Committee and it is up to the Committee (with guidance from the Trustees) to define what the programme will be for a given annual cycle.


# Competition Programme Team

The Competition Programme Team is responsible for defining and delivering the Student Robotics Competition Programme. Estimated reading time: 16 minutes.

This page describes the structure, function and purpose of the Competition Programme Team ('the Team'). The Team is lead and organised by the Competition Programme Committee ('the Committee'). The purpose of the Team and its Committee is to define and deliver the Competition Programme for a single competition cycle (1 year). The Committee are ultimately responsible for ensuring that the Competition Programme is delivered to the standard expected by the Trustees. The Team (and its Committee) operates on an 11-month cycle (see [Formation and Dissolution](/v6.0.0/annual-robotics-competition/competition-programme-team#formation) below).

{% hint style="info" %}
For the SR2019 competition cycle (July 2018 to June 2019) the Competition Programme Team/Committee was known as the Core Team. It was renamed and split up for the following competition cycle to more clearly denote its purpose within the organisation and to encourage wider participation.
{% endhint %}

## Structure

The Team is a group of volunteers who work together to deliver a single Competition Programme. Members of the Team work closely with other teams within SR and third parties in order to deliver the Competition Programme.

Volunteers ask the Committee to join the Team. The Committee should not unreasonably restrict membership of the Team, but should ensure that the volunteer is not already a member of another team within SR (see [FAQ: Why can I only be in one team within SR?](/v6.0.0/annual-robotics-competition/competition-programme-team#why-can-i-only-be-in-one-team-within-sr)).

## The Competition Programme Committee

The Team is lead by a Committee. The Committee is a group of 3-5 people who are ultimately responsible for ensuring that the Competition Programme is delivered to the standard expected by the Trustees. The Committee is accountable to the Trustees.

It is of vital importance to understand that the Committee serves a management and organisation role within the Team. They are strongly advised to not directly carry out the tasks required to deliver a competition; the Trustees will help to ensure that this is the case throughout the year. The Committee must focus on management of time, resources and volunteers within the Team. They should provide support and guidance to Team members to allow them to be as effective as possible in delivering the competition. The Trustees will provide support and guidance/training to the Committee to allow them to be as effective as possible in managing the Team.

## Formation and Dissolution

The Team and its Committee operate on a 11-month cycle running from early July to early June the following year. The one month gap is enforced for two reasons:

1. It provides a much-needed break for members of the Team and Committee. Delivering a competition is a huge undertaking and can require a significant investment of time and effort from volunteers (although this should be kept under control by the Committee). The month's break removes all responsibilities and sense of duty to perform tasks from all members of the Team and Committee and is akin to the Formula 1 summer break.
2. It provides an opportunity for new volunteers to get involved in delivering a competition starting from the same place as the rest of the Team. There is nothing to stop volunteers joining the Team during the 11-month period, but it can be beneficial to be around from the start. Having a gap provides a definite start of a new cycle.

Around early July a new Committee is formed. Once formed, the Committee then assembles the Team that they will work with to deliver the competition over the following 11 months.

### Registration of Interest

Approximately three weeks before the Committee is to be formed all registered Student Robotics volunteers are contacted to invite them to register an interest in being part of the next Committee or Team. Previous members of the Committee and/or Team are welcome to register interest. The Committee must have between 3 and 5 members. If more than 5 volunteers register an interest in being on the Committee they will all be invited to the formation meeting, however only 5 of them will be allowed to become Committee members. If more than 10 volunteers register an interest in being on the Committee then the Trustees will select a short-list of 10 volunteers to invite to the formation meeting based on the skills and experience they could bring to the Committee. Any volunteers who registered an interest in being on the Committee but were not selected will be contacted in the future if vacancies appear on the Committee during the 11-month period.

### Formation

The Committee is formed at the start of the annual competition cycle, around early July. This happens during a physical meeting (reasonable travel expenses to/from the meeting will be reimbursed). At the meeting the Trustees will discuss their expectations of the Committee, what the Committee can expect from the Trustees and will endeavour to ensure that the responsibilities they would be taking on are clear. After discussing these points, and answering any questions, the Trustees will ask for a show of hands of people who would like to join the Committee. There is absolutely no pressure to join the Committee if one feels that they cannot commit themselves. If more than 5 people indicate a desire to join the Committee at this stage the Trustees will select the 5 people that they feel are most able to take on the responsibilities of the Committee based on the earlier discussion.

Once the Committee is formed the remainder of the meeting will be spent with the Trustees outlining their expectations for the Competition Programme. Each year the Trustees will provide guidance to the new Committee as to the direction in which they would like to the Competition Programme to be taken and where they would like the Committee to focus their efforts. For example it may be the case that the Trustees would like to expand the number of Teams, or they may want the Committee to focus on increasing volunteer engagement during this competition cycle.

### The First Few Weeks

After the formation meeting has concluded the newly formed Committee must fulfil their [collective responsibilities](/v6.0.0/annual-robotics-competition/competition-programme-team#collective-responsibilities). The Trustees will also give the Committee members the ability to attend a professional third-party management training/coaching course to help them improve their management and delegation skills. Attending this course is highly recommended as it will give the key skills required to work as an effective Committee. The Trustees will also give the Committee the option of attending a professional third-party team building event/exercise if they so desire.

### Dissolution

At the end of the annual competition cycle, around early June, the Committee is expected to meet with the Trustees to review the previous Competition Programme. This serves as a useful event for both the Committee to reflect on their achievements and the Trustees to gather as much information as possible to feed into the next competition cycle. After this meeting the Committee and the Team that it managed is effectively disbanded. There is approximately a one month gap until the Committee is next reconvened, allowing everyone to take a break. As mentioned above, previous Committee/Team members are very welcome to register their interest in being Committee/Team members the following year.

#### Review Questions

During the dissolution meeting the Committee will be asked, among other things, to answer the following questions. It may be helpful to consider these questions before the meeting:

1. Did the Committee and Team function well?
2. Was the Committee the right size?
3. Did everyone on the Team (including the Committee) have enough to do?
4. Did anyone have too much to do?
5. Were there tasks which no-one wanted to do?
6. What can we do to improve the diversity in the Team?
7. Were there activities the Team wanted to do but were unable to, and why?
8. Did the Trustees do enough to support the Committee?
9. How do members of the Committee see Student Robotics developing and expanding?

### Unforeseen Circumstances

If a Committee member wishes to resign from the Committee part-way through the 11-month period they should email the Trustees (<trustees@studentrobotics.org>). The Trustees will work with the individual to see if there is any more help and support that they can provide to allow them to continue in their role. If there is no option for the individual to continue the Trustees will work to find a replacement volunteer to become a Committee member. Volunteers that indicated a desire to be on the Committee at the start of the period, but were not able to be members due to the size restriction will be considered first. The Trustees will also work with the remaining Committee to see if they have any recommendations.

## Expectations and Responsibilities

### Collective Responsibilities

After the conclusion of the formation meeting the newly formed Committee takes on the following two collective responsibilities. Both of these should be fulfilled within 2 weeks of the formation meeting.

1. **Recruitment of a Team.** The Trustees will provide the Committee with the details of volunteers who registered an interest in being on the Team during the [Registration of Interest](/v6.0.0/annual-robotics-competition/competition-programme-team#registration-of-interest) phase. The Committee should contact these volunteers to see if they are still interested and to make sure that they understand the purpose of the Competition Programme Team that they are looking to join. If they do still want to join the Team, the Committee must make it clear to them that they have joined and maintain a record of Team members. The Committee may also contact all volunteers throughout the 11-month period to recruit more members into the Team.
2. **High level planning session.** Hold a full-day session (in person) to prepare a high level plan for the coming competition cycle. To give a sense of scale, it is expected that this high level plan will take the form of no more than two A4 pages and should include time and resource estimates (both volunteers and assets). Also during this session the Committee must divide up the [individual responsibilities](/v6.0.0/annual-robotics-competition/competition-programme-team#individual-responsibilities) between them (each responsibility must be taken by a single Committee member, each Committee member may take on multiple responsibilities). The Committee member responsible for reporting to the Trustees must report their division of responsibilities to the Trustees via email.

Throughout the 11-month period all Committee members are expected to do the following:

1. Agree to uphold [Vision, Mission and Values](/v6.0.0/about-the-charity/vision-mission-and-values).
2. Operate within the framework defined in this operations manual.
3. Abide by the [Code of Conduct](/v6.0.0/about-the-charity/code-of-conduct).
4. Commit to running a Competition Programme.
5. Maintain documentation of processes and anything else that they feel relevant relating to their responsibilities to help both current and future volunteers This documentation should be licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/).
6. Stick to the most recently approved Competition Programme budget. Note that *all* Committee members are responsible for sticking to the budget.

### Individual Responsibilities/Roles

As well as the collective responsibilities defined above, the following responsibilities must be divided up among the Committee members. Each responsibility listed below must be taken by a single member and it is expected (in fact, necessary) for some members to take on more than one of the responsibilities. For example Member A may be responsible for X and Y and Member B may be responsible for Z; no other member may be responsible for X, Y or Z.

1. **Reporting to Trustees.** This committee member is responsible for ensuring that the Committee provides regular updates to the Trustees to keep them in-the-loop with the progress of delivering the Competition Programme. This is accomplished by arranging for online (Google Hangouts/Meet) calls every two to three weeks. They must also ensure that minutes are taken at Committee meetings and that these minutes are made publicly available.
2. **Budget and expenditure management.** This committee member is responsible for drawing up a budget for the Competition Programme and ensuring that expenditure within the Team is managed according to this budget. They must submit a budget to the Trustees within one month of the formation of the committee. This budget does not need to be extremely detailed; 8-10 budget lines is expected. The budget should be based on expenditure in previous years and expected changes to the Competition Programme this year. Submitting an incomplete budget (where noted) is better than submitting no budget. They must also do the following:
   1. Keep financial records (in a form to be agreed with the trustees).
   2. Submit final accounts (at the end of the competition cycle).
   3. Understand and follow the requirements defined in the [Money Matters](/v6.0.0/annual-robotics-competition/money-matters) section (this defines how budgeting works in more detail).
3. **Event management.** This committee member is responsible for overall management and delivery of the various events throughout the Competition Programme (Kickstart, Tech Days, Competition). This is a large responsibility and the committee member taking this on should not take on any of the other individual responsibilities.
4. **Competitor team management.** This committee member is responsible for the management of teams taking part in the competition programme. They are expected to ensure that a sufficient quantity of teams are signed-up to take part in the competition and that the teams receive an adequate level of communication to allow them to get the most out of being a team competing in the Competition Programme. In particular they should ensure that sufficient notice is given to teams prior to events to give them time to make the necessary preparations (schools usually require notice many months in advance of an event).
5. **Volunteer management.** This committee member is responsible for the management of two groups of volunteers: members of the Competition Programme Team and volunteers who are helping out at an event (who may or may not be a member of the Team).

   In the case of Team members they should ensure that all Team members are given an opportunity to contribute towards delivering the Competition Programme and that they are guided to areas within the Team that require more effort. They should handle requests from volunteers looking to join the Team and also Team members looking to leave the team.

   In the case of volunteers helping out at events they should ensure that all SR volunteers are given visibility of event volunteering opportunities and that they receive adequate documentation, training and support for the roles that they fill at the events.
6. **Safeguarding and welfare.** This committee member is responsible for ensuring that the Student Robotics [safeguarding policy](/v6.0.0/about-the-charity/safeguarding) is abided by throughout the 11-month period and at events. They are also responsible for ensuring that all volunteers working on the Competition Programme (either in the Team or as event volunteers) are not overworked and that the level of responsibility being taken on by any individual is kept at an acceptable level.
7. **Gathering metrics.** This volunteer is responsible for ensuring that metrics are collected throughout the 11-month period. They should work with the Trustees early on to define a list of metrics to be gathered (e.g. number of teams, average number of competitors per team, average competitor to mentor face time per week, etc). It is of critical importance that SR gathers metrics to be able to optimise and improve the Competition Programme and to report to new and existing sponsors to prove the effectiveness of the Programme.

The Committee is free to define other roles within itself as it sees fit. It is also free (and strongly encouraged) to form sub-teams within the Team to handle certain aspects of the Competition Programme. For example the Committee member responsible for Team Management should form a 'Team Management Sub-Team' within the Competition Programme Team. This sub-team consists of volunteers who are primarily focused on the activities of managing teams.

### Trustees' responsibilities to the Committee

In return for the Committee taking on the responsibilities specified above, the Trustees take on the following responsibilities:

1. Agree to uphold [Vision, Mission and Values](/v6.0.0/about-the-charity/vision-mission-and-values).
2. Operate within the framework defined in the [Charity's constitution](https://github.com/srobo/ops-manual/tree/2273a50c07807811ee444f80a7fb14b13f785101/resources/constitution.pdf) and in this operations manual.
3. Abide by and uphold the [Code of Conduct](/v6.0.0/about-the-charity/code-of-conduct).
4. Provide the option of professional third-party training/coaching in management and delegation skills.
5. Pay for Committee members' travel costs to and from the venue for their initial high level planning session.
6. Provide the option of a professional third-party team-building exercise soon after the formation of the Committee.
7. Manage all legal requirements relating to running the Charity.
8. Provide long-term direction and planning for the Charity.
9. Maintain a record of SR volunteers containing the details listed on the [Volunteers](/v6.0.0/annual-robotics-competition/volunteers) page. Entries on this record will be reviewed every 18 months and entries deleted if the individual does not indicate a continuing desire to volunteer. For now only Trustees will have direct access to this dataset and the Committee will have to work with the Trustees to use it.
10. Maintain documentation of processes and useful information for both current and future Trustees. This documentation can be found in the[ wiki of the ops-manual git repository](https://github.com/srobo/ops-manual/wiki).
11. Manage fund-raising to ensure that their is sufficient funds for the current and future activities.

## FAQs

### Why can I only be in one team within SR?

Unfortunately SR has a history of relying too much on a small number of individuals. This can easily lead to those individuals feeling overworked and overwhelmed. Limiting membership to a single team within SR at a time is to protect you from the risk of becoming overworked and overwhelmed. One of the key responsibilities of the Committee is to ensure that Team members are happy and feel comfortable with the workload they have within the Team; if a volunteer is part of multiple teams it is very difficult for this oversight to be adequately provided.

You can still contribute to other areas of SR, within reason, while not a member of the team responsible for that area. However, you must consider that, as you are not part of the other team, you will not be fully aware of where the other team is currently focusing its effort and therefore your contribution may take a long time to be incorporated. Examples of how you might contribute elsewhere are things like: fixing a typo or suggesting improved wording in a document, fixing a bug in some code, minor refactoring of code, general house keeping/tidying of code and documents. You should not expect another team to accept large contributions that would have normally necessitated that team or its committee to more carefully consider its approach, for example don't expect your new motor board design to be accepted by the Kit Team if you are not a member of the Kit Team.

### Why is there an upper limit on the size of the Committee?

The Committee is intentionally limited to a maximum of 5 members for two reasons:

1. To ensure that they do not get the impression that they could fulfil their responsibility to deliver a competition alone.
2. To operate efficiently and have good communication between members. All members of the Committee need to have an awareness of the current state of things and having a small group make this significantly easier and more efficient.

The limit of 5 members was chosen based on feedback from the Core Team that ran SR2019. Multiple Core Team members indicated that they thought a smaller Core Team (now the Committee) would operate more effectively.


# Money Matters

A crucial part of the successful delivery of a Competition Programme is good money management. The Trustees impart a great degree of freedom on the Competition Programme Committe and in exchange the Competition Programme Committee must take responsibility, amongst other things, for ensuring that money is well managed. To help minimise risk for everyone involved, certain requirements are placed upon the Competition Programme Committee related to money.

The Competition Programme Committee must draw up a budget for the Competition Programme that they are looking to deliver and all spending must be made within this most recently approved budget. It is the responsibility of the Competition Programme Committee Treasurer to liaise with the Trustees to get a budget approved and to get further approval for certain modifications to a previously approved budget.

## Budgeting Requirements

1. The Trustees are ultimately responsible for how the Charity spends its money. The task of budgeting for a Competition Programme is delegated to the Competition Programme Committee and the Competition Programme Committee must in turn comply with these requirements.
2. The budget must not be publicly available. This is to avoid suppliers being able to know exactly how much the Charity has to spend on a given service/product.
3. The Trustees must approve a budget before any spending is made towards a Competition Programme.
4. The Trustees must approve any increase in the total of a previously approved budget.
5. The Trustees must approve any reallocation of funds between budget lines where the amount being reallocated is greater than £1000. The Competition Programme Committee is free to reallocate funds between budget lines below this threshold.
6. The budget maintained by the Competition Programme Committee, as a minimum, must include the following information for each budget line. It may prove helpful to organise budget lines in a hierarchical fashion (where only the leaves of the tree are budget lines and the internal nodes are used to group budget lines).
   1. Short name.
   2. Description (ideally with some information as to how the amount was determined).
   3. Amount.
7. It is advised to include a 10-20% overesitmate in each budget line to allow for unforeseen changes in cost.
8. The Competition Programme Committee must define and operate a system of authorising spends against lines in an approved budget. Volunteers must never spend their own money expecting reimbursement without some prior agreement from the Competition Programme Committee or a delegate of the Competition Programme Committee.
9. At the time of writing, only the Trustees have access to the Student Robotics bank account. Therefore, for the time being, all reimbursement claims must go via the nominated Trustee Treasurer. It is the responsibility of the Competition Programme Committee Treasurer to ensure that evidence of purchase (receipt/invoice) and a record of the spend against specific budget line(s) is recoded for each transaction. This information must not be made public for the same reason as the budget not being made public (it is also likely to include personal information such as addresses). The Trustee Treasurer may request access to this information.


# Volunteers

Student Robotics would never be able to deliver on its mission without its volunteers. They invest vast quantities of time and effort to make Student Robotics the success that it is. Within Student Robotics a volunteer is defined as an individual who has registered as such.

The register of volunteers is maintained by the Trustees and reviewed every 18 months. If a volunteer indicates that they are no longer interested in being a volunteer when the register is reviewed, or does not respond during the review, their personal details will be deleted. The following information, as a minimum, is recorded for each volunteer:

* Name
* Email Address
* Phone Number
* Geographical Location (i.e. City/Town)
* Emergency Contact Details (name, email and phone number of emergency contact)


# Miscellaneous

## Licensing

This work (the operations manual) is licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/). The authors of this work are: Rich Barlow.

## Making Changes to this Document

The source of this document can be found here: <https://github.com/srobo/ops-manual>. It is maintained by the Trustees of the charity. It is important to note that the information contained within the 'master' branch of the repository has not been released and therefore is not authoritative. New releases of the operations manual must be approved by the Trustees via one of the decision making procedures defined in clause 17 of the [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf).

Releases of the operations manual are denoted with both a tag and branch of the form 'v#', where # is a number. The latest release is the one with the largest number and will be set as the GitBook 'primary' version. The requirement for a branch as well as a tag with the same name is an unfortunate requirement of how the GitBook platform operates; if a tag and branch of the same name ever differ in terms of the commit that they refer to, the tag takes precedence (if you happen to notice an anomaly of this form, please inform the [trustees](mailto:trustees@studentrobotics.org)).

To make a release of this document the following steps must be taken:

1. Ensure that the [Change Log](/v6.0.0/miscellaneous/change-log) is up to date with all modifications made since the previous release.
2. Ensure that the Trustees have approved the release of the new version and it has been recorded in the Trustees' decisions.
3. Set the version number and date for the new version in the Change Log.
4. Create a new version via the GitBook editing interface. This version must have a human-readable name of the form 'Version #' and a 'path' of 'v#' (the 'path' setting in the GitBook interface is what becomes the branch name in the git repository).
5. Set the newly created version as the primary version, such that it is the version presented to a reader when visiting <https://srobo.gitbook.io/ops-manual/>.
6. Create a tag with the same name as the branch just created. This tag must point to the same commit as the current head of the branch. The tag can be created either using the normal git CLI tools or the GitHub web interface.


# Release Versioning

The Operations Manual attempts to follow Semantic Versioning 2.0.0 (<https://semver.org/spec/v2.0.0.html>). Since Semantic Versioning is designed for use with code, it is necessary to clarify what is considered the 'public API' and is helpful to give some examples of changes that will result in the major, minor or patch fields are incremented.

## The Operations Manual Public API

The Operations Manual is the means for the Trustees to define what Student Robotics is, what it stands for and how it operates. There are, in effect, two parts to the 'public API' of the Operations Manual:

* The organisation's interface to the world (the definition of what SR is and what it stands for)
* The Trustee's interface to the rest of the organisation (the structure within the organisation and the interface between those structures and the Trustees)

## Examples of Changes

### Major (X.y.z) Version Increment

* Adding a new organisation value
* Renaming the Core Team to the Competition Programme Committee and redefining its size and scope
* Reducing the period of the Core Team/Competition Programme Committee to 10 months
* Changing the procedure for a team/committee to report to the Trustees
* Re-writing the safeguarding policy such that all Student Robotics volunteers must re-read and understand it

### Minor (x.Y.z) Version Increment

* Adding a new team/committee (e.g. Kit Team)
* Changing the process for releasing a new version of the Operations Manual
* A Trustee changes (added or removed)
* Clarifying wording of things

### Patch (x.y.Z) Version Increment

* Fixing a typo that doesn't change the intended meaning
* Formatting changes


# Change Log

{% hint style="info" %}
All notable changes to the Operations Manual will be documented on this page.

The format is based on [Keep a Changelog v1.0.0](https://keepachangelog.com/en/1.0.0/), and this project adheres to [Semantic Versioning v2.0.0](https://semver.org/spec/v2.0.0.html) (see the [Release Versioning](/v6.0.0/miscellaneous/release-versioning) page for details of what this means).

Each release of the Operations Manual has an entry on this page. Within this entry changes are broken down into 'Added', 'Changed', 'Removed' and 'Minor Fix'. The first three categories cover modifications that affect the function of the document, whereas the last one includes modifications that do not, for example corrections to typos and formatting. Each entry also includes the date on which it took effect.
{% endhint %}

## Version 6.0.0 (2019-06-25)

### Added

* [Release Versioning page](/v6.0.0/miscellaneous/release-versioning) that specifies that the Operations Manual follows Semantic Versioning v.2.0.0 from now on
* Note to [Change Log page](/v6.0.0/miscellaneous/change-log) that clarifies its adherence to Keep a Changelog v1.0.0

### Changed

* Latest hosted version is now available at <https://opsmanual.studentrobotics.org/>
* Use British English spelling 'programme' for the Competition Programme
* Rename 'Core Team' to Competition Programme Committee
* Rewrite the old 'Core Team' page to 'Competition Programme Team' and rewrite the majority of its contents to describe the new structure

## Version 5 (2018-11-29)

### **Added**

* Paragraph referencing code of conduct for volunteers

### **Removed**

* Paragraph explicitly restricting volunteers meeting or contact young people&#x20;

## Version 4 (2018-08-30)

### Added

* Change Log page to document modifications between releases.
* Instructions in the [Making Changes](/v6.0.0/miscellaneous#making-changes-to-this-document) section to ensure that the Trustees have approved the release of a new Operations Manual, the decision to release is recorded, the Change Log is updated with the modifications made and the new version number and date of release is entered into the Change Log.
* Clarification to [Safeguarding](/v6.0.0/about-the-charity/safeguarding) that it is only young people who are participating in Student Robotics activities that volunteers must not meet outside of the supervised environment.
* Examples of who 'those who participate in our community' are in [Purpose](/v6.0.0/about-the-charity/code-of-conduct#1-purpose) section of Code of Conduct.
* Instructions to [Reporting Guidelines](/v6.0.0/about-the-charity/code-of-conduct#6-reporting-guidelines) in Code of Conduct detailing what information to include in a report, how the report is handled and how corner cases, such as the person being accused being one of the people who normally deals with reports, are dealt with.
* Clarification to [Core Team's Expectations of the Trustees](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#core-teams-expectations-of-the-trustees) number 6 that only Trustees have direct access to volunteer dataset and that the Core Team will have to work with the Trustees to make use of it.
* Clarification to [Budgeting Requirements](/v6.0.0/annual-robotics-competition/money-matters#budgeting-requirements) number 5 to remove ambiguity around what the '£1000' is referring to.

### Changed

* Only store geographical region, instead of full postal address, in [volunteer register](/v6.0.0/annual-robotics-competition/volunteers).
* Soften 'expected' to 'will ideally' in Core Team [Defining Features](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#defining-features) section.
* Make Core Team [Defining Feature](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#defining-features) number 2 more all-encompassing.
* Shift dates of Core Team convening and disbanding one month earlier in the year (now convene in June and disband in May). This is to better align with the school year.
* Expect Core Team to run a Competition Program, rather than an explicit annual robotics competition, in [Trustees' Expectations of the Core Team](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#trustees-expectations-of-the-core-team) number 4.

### Removed

* Pre-selection of 10 people to invite to the meeting to form the Core Team in the [Core Team Formation](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#formation) section.
* Sentence explaining why more than eight people are invited to the meeting to form the Core Team in the [Core Team Formation](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#formation) section.
* Explicit list of volunteer details recorded from [Core Team's Expectations of the Trustees](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#core-teams-expectations-of-the-trustees) number 6. (This information is already defined on the [Volunteers](/v6.0.0/annual-robotics-competition/volunteers) page).
* Reference to not giving refunds to paid events from [Consequences of Unacceptable Behaviour](/v6.0.0/about-the-charity/code-of-conduct#5-consequences-of-unacceptable-behaviour) section of Code of Conduct. We don't run paid events, so it isn't relevant.

### Minor Fix

* Make release procedure in [Making Changes to this Document](/v6.0.0/miscellaneous#making-changes-to-this-document) section into a numbered list.
* Make points under [Trustees' Expectations of the Core Team](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#trustees-expectations-of-the-core-team) number 8 (be self-organising) into a numbered list.
* Expand 'SR' into 'Student Robotics' in [Safeguarding](/v6.0.0/about-the-charity/safeguarding).
* Reference Trustees' email address in a more readable manner in [Safeguarding](/v6.0.0/about-the-charity/safeguarding) and [Code of Conduct](/v6.0.0/about-the-charity/code-of-conduct).

## Version 3 (2018-07-09)

The whole Operations Manual has been completely rewritten and bears little resemblance to Version 2, therefore it would not be sensible to try and enumerate all of the changes. Version 3 effectively represents a completely new direction for the Operations Manual and should be viewed as a completely new work.


# Introduction

This manual serves as the primary means for the Student Robotics Trustees to define what Student Robotics is, what it stands for and how it operates. It is not intended as a detailed prescriptive manual of how each activity within the organisation is carried out, but rather as a means to set the foundations upon which the organisation is built.

The latest version is always available to read at <https://srobo.gitbook.io/ops-manual/>. The source of this document is available at <https://github.com/srobo/ops-manual>. Please note that information contained on the 'master' branch of the repository (the 'In Development' version of the GitBook) has not yet been released and is therefore not authoritative.


# About the Charity

Student Robotics is a charity, registered on 18th August 2015 in England and Wales, with registration number 1163168. The charity is an association charitable incorporated organisation (CIO), with a [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf) as its governing document. It is headed by the Trustees who share ultimate responsibility for governing the charity and directing how it is managed and run. The Trustees can always be contacted via email at the following address: <trustees@studentrobotics.org>.

## Meet the Trustees

### David Massey

David is a full time teacher at Hills Road Sixth Form College, teaching physics and electronics A-level. He has been involved in sixth form robotics competitions since 2001 and has taken part in Student Robotics since 2012. He became a Trustee in January 2018.

### Diane Dowling

Diane is Head of Computer Science at Collyer’s Sixth Form College in Horsham, West Sussex and has been involved in Student Robotics as a team Leader since 2013. Diane became a Trustee in January 2018.

### Jimmy Thompson

Jimmy is a software developer by trade, based in London. First volunteering for Student Robotics in 2015, in 2016 he was invited to be a Trustee. His main interests are in building a community of volunteers, software engineering and organisation design.

### Rich Barlow

Rich started helping out with Student Robotics during his second year of his degree, in 2009. Since then he has helped to develop various aspects of SRs operation, including the kit of electronics hardware that has historically been loaned to teams for the duration of the competition. He was one of the founding Trustees when the charity was initially formed.

## Postal Address

The postal address of Student Robotics is shown below. All Trustees have access to mail sent to this address through a web platform.

```
Student Robotics
Lytchett House
13 Freeland Park
Wareham Road
Lytchett Matravers
Poole
Dorset
BH16 6FA
```


# Vision, Mission and Values

## Our Vision

We want to foster a world where engineering and artificial intelligence is accessible to young people.

## Our Mission

To bring the excitement of engineering and the challenge of coding to young people through robotics.

## Our Values

### Accessible

Engineering is for everyone. We believe that anyone should have the opportunity to build and program robots and we are committed to maintaining a diverse set of teams and volunteers. We do not expect participants to be skilled robot builders; we will provide challenges for all abilities and participants will never need any prior experience. We will never charge young people to enter the events that we run.

### Autonomous

Remote control sucks. Programming is everywhere in modern engineering and we want everyone to to be able drive the future. AI is where it’s at and should be at the heart of a robot’s design.

### Open by Default

Sharing is good. Running Student Robotics in the open makes us more resilient, more accessible and more exciting. Unless there is a very good reason not to, all software is open source, all conversations are open, and all documents are public.

### Encourage Creativity

Real life is limitless and so are we (almost!) Engineering in the real world is all about solving problems in new and novel ways. We want to encourage creative and ingenious solutions to problems, so we strive to keep constraints to a minimum.

### Reflect Reality

Engineering is everywhere. There are millions of engineers working in thousands of teams across hundreds of disciplines world-wide solving ever more complex problems. We present a challenge that aims to mirror this and expose people to a broad spectrum of engineering and computer science. Teamwork and communication is key.


# Code of Conduct

## Code of Conduct

### 1. Purpose

A primary goal of Student Robotics is to be inclusive to the largest number of contributors, with the most varied and diverse backgrounds possible. As such, we are committed to providing a friendly, safe and welcoming environment for all, regardless of gender, sexual orientation, ability, ethnicity, socioeconomic status, and religion (or lack thereof).

This code of conduct outlines our expectations for all those who participate in our community, as well as the consequences for unacceptable behaviour.

We invite all those who participate in Student Robotics to help us create safe and positive experiences for everyone.

### 2. Open Source Citizenship

A supplemental goal of this Code of Conduct is to increase open source citizenship by encouraging participants to recognize and strengthen the relationships between our actions and their effects on our community.

Communities mirror the societies in which they exist and positive action is essential to counteract the many forms of inequality and abuses of power that exist in society.

If you see someone who is making an extra effort to ensure our community is welcoming, friendly, and encourages all participants to contribute to the fullest extent, we want to know.

### 3. Expected Behaviour

The following behaviours are expected and requested of all community members:

* Participate in an authentic and active way. In doing so, you contribute to the health and longevity of this community.
* Exercise consideration and respect in your speech and actions.
* Attempt collaboration before conflict.
* Refrain from demeaning, discriminatory, or harassing behaviour and speech.
* Be mindful of your surroundings and of your fellow participants. Alert community leaders if you notice a dangerous situation, someone in distress, or violations of this Code of Conduct, even if they seem inconsequential.
* Remember that community event venues may be shared with members of the public; please be respectful to all patrons of these locations.

### 4. Unacceptable Behaviour

The following behaviours are considered harassment and are unacceptable within our community:

* Violence, threats of violence or violent language directed against another person.
* Sexist, racist, homophobic, transphobic, ableist or otherwise discriminatory jokes and language.
* Posting or displaying sexually explicit or violent material.
* Posting or threatening to post other people’s personally identifying information ("doxing").
* Personal insults, particularly those related to gender, sexual orientation, race, religion, or disability.
* Inappropriate photography or recording.
* Inappropriate physical contact. You should have someone’s consent before touching them.
* Unwelcome sexual attention. This includes, sexualized comments or jokes; inappropriate touching, groping, and unwelcomed sexual advances.
* Deliberate intimidation, stalking or following (online or in person).
* Advocating for, or encouraging, any of the above behaviour.
* Sustained disruption of community events, including talks and presentations.

### 5. Consequences of Unacceptable Behaviour

Unacceptable behaviour from any community member, including sponsors and those with decision-making authority, will not be tolerated.

Anyone asked to stop unacceptable behaviour is expected to comply immediately.

If a community member engages in unacceptable behaviour, the community organizers may take any action they deem appropriate, up to and including a temporary ban or permanent expulsion from the community without warning (and without refund in the case of a paid event).

### 6. Reporting Guidelines

If you are subject to or witness unacceptable behaviour, or have any other concerns, please notify a community organizer as soon as possible here: <trustees@studentrobotics.org>.

Additionally, community organizers are available to help community members engage with local law enforcement or to otherwise help those experiencing unacceptable behaviour feel safe. In the context of in-person events, organizers will also provide escorts as desired by the person experiencing distress.

### 7. Addressing Grievances

If you feel you have been falsely or unfairly accused of violating this Code of Conduct, you should notify the Student Robotics Trustees with a concise description of your grievance. Your grievance will be handled in accordance with our existing governing policies.

### 8. Scope

We expect all community participants (contributors, paid or otherwise; sponsors; and other guests) to abide by this Code of Conduct in all community venues–online and in-person–as well as in all one-on-one communications pertaining to community business.

This code of conduct and its related procedures also applies to unacceptable behaviour occurring outside the scope of community activities when such behaviour has the potential to adversely affect the safety and well-being of community members.

### 9. Contact info

<trustees@studentrobotics.org>

### 10. License and attribution

This Code of Conduct is distributed under a [Creative Commons Attribution-ShareAlike license](http://creativecommons.org/licenses/by-sa/3.0/).

Portions of text derived from the [Django Code of Conduct](https://www.djangoproject.com/conduct/) and the [Geek Feminism Anti-Harassment Policy](http://geekfeminism.wikia.com/wiki/Conference_anti-harassment/Policy).

Retrieved on November 22, 2016 from <http://citizencodeofconduct.org/>


# Safeguarding

Everyone has a responsibility to keep children and young people safe. All organisations that come into contact with children should have specific safeguarding policies and procedures in place. This includes voluntary and community organisations, faith groups, private sector providers, as well as schools, hospitals and sports clubs (NSPCC, 2018).

Student Robotics takes child safeguarding very seriously. It is important that young people have the opportunity to participate in competitions and other events in a safe environment.

All young people that a Student Robotics volunteer is working with must be supervised by a responsible adult; this will either be a parent or a teacher who will have overall responsibility for that young person.

Volunteers must never meet with young people outside of the supervised environment or communicate over a channel other than that officially set up for group communications.

Student Robotics encourages anyone who is involved in working with young people who are participating in SR activities to report any safeguarding concerns to the Trustees (<trustees@studentrobotics.org>).


# Annual Robotics Competition

The Student Robotics Competition Program is the main activity of Student Robotics and is how it currently meets its charitable objective set out in its [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf). It consists of an annual program, aligned with the academic year, where teams of 16-19 year-olds (generally in sixth form) partake in an reasonably open-ended engineering challenge to construct autonomous robots. The planning, management and running of the Competition Program is the responsibility of the Core Team and it is up to the Core Team (with guidance from the Trustees) to define what the program will be for a given annual cycle.


# Core Team

The running of the Student Robotics Competition Program is delegated to the Core Team. The Core Team is a group of people who have collectively agreed to take on the responsibility of defining and delivering the Competition Program for a single competition cycle (1 year). They are accountable to the Trustees. The purpose of the information contained within this page is to clearly define the responsibilities of the Core Team and how they interact with the Trustees.

It is important to understand that the Core Team are not expected to, and should not carry out, all of the tasks required to deliver a competition. The Core Team is a select group that has agreed to a higher level of commitment to deliver the Competition Program than general Student Robotics volunteers and they should work with the volunteering community at large to deliver on their commitment.

## Defining Features

The Core Team is expected to have the following defining features. The reason for these is to ensure diversity and resilience within the team.

1. Be geographically dispersed
2. Not be all male (as can often end up being the case in the engineering sector)
3. Have a range of experience and skills
4. Have some members who have previously competed in an annual competition

## Formation

All registered Student Robotics volunteers are contacted approximately one month before the Core Team is to be convened to invite them to register an interest in being part of the next Core Team. Current members of the Core Team are welcome to register interest for the next annual competition cycle. The Trustees will pre-select a maximum of 10 people to invite along to a meeting to form the Core Team, based upon the [Defining Features](/v3/annual-robotics-competition/core-team#defining-features) listed above. Ideally the Core Team will have no more than eight members, as teams larger than this do not generally operate effectively, and no fewer than five. It is assumed that a couple of the people invited may decided that they cannot commit to the responsibilities of being a member of the Core Team, hence inviting more than eight people.

The Core Team is convened/reconvened at the start of the annual competition cycle, around early July. This takes place during a physical meeting (with the option of remote attendance for those who cannot make the physical meeting). At the meeting the Trustees will discuss their expectations of the Core Team, what the Core Team can expect from the Trustees and what responsibilities members of the Core Team will be taking upon themselves. After discussing these points and answering any questions, all attendees (with the exception of the Trustees themselves) will be given the opportunity to join the Core Team. There is absolutely no pressure to join the Core Team if one feels that they cannot commit themselves. Once the Core Team is convened they will be asked to elect a Chairperson and a Treasurer (referred to as the Core Team Treasurer, to distinguish them from the Charity's Trustee Treasurer). After election of a Chairperson and Core Team Treasurer the remaining meeting time will be spent discussing ideas for the next Competition Program, with the Trustees offering guidance and suggestions based upon their past experiences.

At the end of the annual competition cycle, around early June, the Core Team is expected to meet with the Trustees to review the previous Competition Program. This serves as a useful event for both the Core Team to reflect on their achievements and the Trustees to gather as much information as possible to feed into the next competition cycle. After this meeting the Core Team is effectively disbanded. There is approximately a one month gap until the Core Team is next reconvened, allowing everyone to take a break. As mentioned above, previous Core Team members are very welcome to register their interest in being a Core Team member again.

## Expectations/Responsibilities and Roles

### Trustees' Expectations of the Core Team

1. Agree to uphold [Vision, Mission and Values](/v3/about-the-charity/vision-mission-and-values).
2. Operate within the framework defined in this operations manual.
3. Abide by the [Code of Conduct](/v3/about-the-charity/code-of-conduct).
4. Commit to running a single annual robotics competition.
5. Elect a Chairperson and Treasurer who must fulfil the responsibilities of their respective roles.
6. Stick to the most recently approved budget. All members are responsible, not just treasurer.
7. Manage assets owned by the Charity for the purpose of fulfilling the annual robotics competition.
8. Be self-organising:
   * The Core Team is free to recruit other members into the Core Team, however it is strongly recommended that the Core Team is maintained between 5 and 8 members (inclusive). A team smaller or larger than this will not be able to operate effectively.
   * The operations manual only requires the roles of Chairperson and Treasurer within the Core Team. The Core Team is free to define other roles within itself as it sees fit.
   * The Core Team can define any structure below it (i.e. not part of the Core Team itself) and delegate aspects of the Competition Program as it sees fit.
   * A record of roles created both within and below the Core Team should be kept, along with who is filling them.
   * Each person in a role should document processes and anything else that they feel relevant relating to their role to help both current and future volunteers This documentation should be licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/).

### Core Team's Expectations of the Trustees

1. Agree to uphold [Vision, Mission and Values](/v3/about-the-charity/vision-mission-and-values).
2. Operate within the framework defined in the [Charity's constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf) and in this operations manual.
3. Abide by and uphold the [Code of Conduct](/v3/about-the-charity/code-of-conduct).
4. Manage all legal requirements relating to running the Charity.
5. Provide long-term direction and planning for the Charity.
6. Maintain a record of SR volunteers with name, email, telephone and emergency contact details. Entries on this record will be reviewed every 18 months and entries deleted if the individual does not indicate a continuing desire to volunteer. For now only Trustees will have access to this dataset. This dataset may include extra information such as what areas of SR they are interested in volunteering in.
7. Maintain documentation of processes and useful information for both current and future Trustees. This documentation can be found in the[ wiki of the ops-manual git repo](https://github.com/srobo/ops-manual/wiki).
8. Manage fund-raising to ensure that their is sufficient funds for the current and future activities.

### Role of the Chairperson

1. Convene and Chair meetings of the Core Team.
2. Ensure that minutes of Core Team are taken and made available to the trustees and other members of the Core Team.
3. Provide monthly progress reports to Trustees.

### Role of the Core Team Treasurer

1. Prepare a [budget](/v3/annual-robotics-competition/money-matters#budgeting-requirements) for the competition.
2. Seek approval for the budget (from the trustees).
3. Keep financial records (in a form to be agreed with the trustees).
4. Submit final accounts (at the end of the competition cycle).
5. Understand and follow the requirements defined in the [Money Matters](/v3/annual-robotics-competition/money-matters) section.


# Money Matters

A crucial part of the successful delivery of a Competition Program is good money management. The Trustees impart a great degree of freedom on the Core Team and in exchange the Core Team must take responsibility, amongst other things, for ensuring that money is well managed. To help minimise risk for everyone involved, certain requirements are placed upon the Core Team related to money.

The Core Team must draw up a budget for the Competition Program that they are looking to deliver and all spending must be made within this most recently approved budget. It is the responsibility of the Core Team Treasurer to liaise with the Trustees to get a budget approved and to get further approval for certain modifications to a previously approved budget.

## Budgeting Requirements

1. The Trustees are ultimately responsible for how the Charity spends its money. The task of budgeting for a Competition Program is delegated to the Core Team and the Core Team must in turn comply with these requirements.
2. The budget must not be publicly available. This is to avoid suppliers being able to know exactly how much the Charity has to spend on a given service/product.
3. The Trustees must approve a budget before any spending is made towards a Competition Program.
4. The Trustees must approve any increase in the total of a previously approved budget.
5. The Trustees must approve any reallocation of funds between budget lines of greater than £1000. The Core Team is free to reallocate funds between budget lines below this threshold.
6. The budget maintained by the Core Team, as a minimum, must include the following information for each budget line. It may prove helpful to organise budget lines in a hierarchical fashion (where only the leaves of the tree are budget lines and the internal nodes are used to group budget lines).
   1. Short name.
   2. Description (ideally with some information as to how the amount was determined).
   3. Amount.
7. It is advised to include a 10-20% overesitmate in each budget line to allow for unforeseen changes in cost.
8. The Core Team must define and operate a system of authorising spends against lines in an approved budget. Volunteers must never spend their own money expecting reimbursement without some prior agreement from the Core Team or a delegate of the Core Team.
9. At the time of writing, only the Trustees have access to the Student Robotics bank account. Therefore, for the time being, all reimbursement claims must go via the nominated Trustee Treasurer. It is the responsibility of the Core Team Treasurer to ensure that evidence of purchase (receipt/invoice) and a record of the spend against specific budget line(s) is recoded for each transaction. This information must not be made public for the same reason as the budget not being made public (it is also likely to include personal information such as addresses). The Trustee Treasurer may request access to this information.


# Volunteers

Student Robotics would never be able to deliver on its mission without its volunteers. They invest vast quantities of time and effort to make Student Robotics the success that it is. Within Student Robotics a volunteer is defined as an individual who has registered as such.

The register of volunteers is maintained by the Trustees and reviewed every 18 months. If a volunteer indicates that they are no longer interested in being a volunteer when the register is reviewed, or does not respond during the review, their personal details will be deleted. The following information, as a minimum, is recorded for each volunteer:

* Name
* Email Address
* Phone Number
* Postal Address
* Emergency Contact Details (name, email and phone number of emergency contact)


# Miscellaneous

## Licensing

This work (the operations manual) is licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/). The authors of this work are: Rich Barlow.

## Making Changes to this Document

The source of this document can be found here: <https://github.com/srobo/ops-manual>. It is maintained by the Trustees of the charity. It is important to note that the information contained within the 'master' branch of the repository has not been released and therefore is not authoritative. New releases of the operations manual must be approved by the Trustees via one of the decision making procedures defined in clause 17 of the [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf).

Releases of the operations manual are denoted with both a tag and branch of the form 'v#', where # is a number. The latest release is the one with the largest number and will be set as the GitBook 'primary' version. The requirement for a branch as well as a tag with the same name is an unfortunate requirement of how the GitBook platform operates; if a tag and branch of the same name ever differ in terms of the commit that they refer to, the tag takes precedence (if you happen to notice an anomaly of this form, please inform the [trustees](mailto:trustees@studentrobotics.org)).

To make a release of this document a new version should be created via the GitBook editing interface. This version must have a human-readable name of the form 'Version #' and a 'path' of 'v#' (the 'path' setting in the GitBook interface is what becomes the branch name in the git repository). This newly created version must be set as the primary version, such that it is the version presented to a reader when visiting <https://srobo.gitbook.io/ops-manual/>. Finally, a tag must be created with the same name as the branch just created. This tag must point to the same commit as the current head of the branch. The tag can be created either using the normal git CLI tools or the GitHub web interface.


# Introduction

This manual serves as the primary means for the Student Robotics Trustees to define what Student Robotics is, what it stands for and how it operates. It is not intended as a detailed prescriptive manual of how each activity within the organisation is carried out, but rather as a means to set the foundations upon which the organisation is built.

The latest version is always available to read at <https://srobo.gitbook.io/ops-manual/>. The source of this document is available at <https://github.com/srobo/ops-manual>. Please note that information contained on the 'master' branch of the repository (the 'In Development' version of the GitBook) has not yet been released and is therefore not authoritative.


# About the Charity

Student Robotics is a charity, registered on 18th August 2015 in England and Wales, with registration number 1163168. The charity is an association charitable incorporated organisation (CIO), with a [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf) as its governing document. It is headed by the Trustees who share ultimate responsibility for governing the charity and directing how it is managed and run. The Trustees can always be contacted via email at the following address: <trustees@studentrobotics.org>.

## Meet the Trustees

### David Massey

David is a full time teacher at Hills Road Sixth Form College, teaching physics and electronics A-level. He has been involved in sixth form robotics competitions since 2001 and has taken part in Student Robotics since 2012. He became a Trustee in January 2018.

### Diane Dowling

Diane is Head of Computer Science at Collyer’s Sixth Form College in Horsham, West Sussex and has been involved in Student Robotics as a team Leader since 2013. Diane became a Trustee in January 2018.

### Jimmy Thompson

Jimmy is a software developer by trade, based in London. First volunteering for Student Robotics in 2015, in 2016 he was invited to be a Trustee. His main interests are in building a community of volunteers, software engineering and organisation design.

### Rich Barlow

Rich started helping out with Student Robotics during his second year of his degree, in 2009. Since then he has helped to develop various aspects of SRs operation, including the kit of electronics hardware that has historically been loaned to teams for the duration of the competition. He was one of the founding Trustees when the charity was initially formed.

## Postal Address

The postal address of Student Robotics is shown below. All Trustees have access to mail sent to this address through a web platform.

```
Student Robotics
Lytchett House
13 Freeland Park
Wareham Road
Lytchett Matravers
Poole
Dorset
BH16 6FA
```


# Vision, Mission and Values

## Our Vision

We want to foster a world where engineering and artificial intelligence is accessible to young people.

## Our Mission

To bring the excitement of engineering and the challenge of coding to young people through robotics.

## Our Values

### Accessible

Engineering is for everyone. We believe that anyone should have the opportunity to build and program robots and we are committed to maintaining a diverse set of teams and volunteers. We do not expect participants to be skilled robot builders; we will provide challenges for all abilities and participants will never need any prior experience. We will never charge young people to enter the events that we run.

### Autonomous

Remote control sucks. Programming is everywhere in modern engineering and we want everyone to to be able drive the future. AI is where it’s at and should be at the heart of a robot’s design.

### Open by Default

Sharing is good. Running Student Robotics in the open makes us more resilient, more accessible and more exciting. Unless there is a very good reason not to, all software is open source, all conversations are open, and all documents are public.

### Encourage Creativity

Real life is limitless and so are we (almost!) Engineering in the real world is all about solving problems in new and novel ways. We want to encourage creative and ingenious solutions to problems, so we strive to keep constraints to a minimum.

### Reflect Reality

Engineering is everywhere. There are millions of engineers working in thousands of teams across hundreds of disciplines world-wide solving ever more complex problems. We present a challenge that aims to mirror this and expose people to a broad spectrum of engineering and computer science. Teamwork and communication is key.


# Code of Conduct

## Code of Conduct

### 1. Purpose

A primary goal of Student Robotics is to be inclusive to the largest number of contributors, with the most varied and diverse backgrounds possible. As such, we are committed to providing a friendly, safe and welcoming environment for all, regardless of gender, sexual orientation, ability, ethnicity, socioeconomic status, and religion (or lack thereof).

This code of conduct outlines our expectations for all those who participate in our community, including, but not limited to, volunteers, competitors and team leaders. It further outlines the consequences for unacceptable behaviour.

We invite all those who participate in Student Robotics to help us create safe and positive experiences for everyone.

### 2. Open Source Citizenship

A supplemental goal of this Code of Conduct is to increase open source citizenship by encouraging participants to recognize and strengthen the relationships between our actions and their effects on our community.

Communities mirror the societies in which they exist and positive action is essential to counteract the many forms of inequality and abuses of power that exist in society.

If you see someone who is making an extra effort to ensure our community is welcoming, friendly, and encourages all participants to contribute to the fullest extent, we want to know.

### 3. Expected Behaviour

The following behaviours are expected and requested of all community members:

* Participate in an authentic and active way. In doing so, you contribute to the health and longevity of this community.
* Exercise consideration and respect in your speech and actions.
* Attempt collaboration before conflict.
* Refrain from demeaning, discriminatory, or harassing behaviour and speech.
* Be mindful of your surroundings and of your fellow participants. Alert community leaders if you notice a dangerous situation, someone in distress, or violations of this Code of Conduct, even if they seem inconsequential.
* Remember that community event venues may be shared with members of the public; please be respectful to all patrons of these locations.

### 4. Unacceptable Behaviour

The following behaviours are considered harassment and are unacceptable within our community:

* Violence, threats of violence or violent language directed against another person.
* Sexist, racist, homophobic, transphobic, ableist or otherwise discriminatory jokes and language.
* Posting or displaying sexually explicit or violent material.
* Posting or threatening to post other people’s personally identifying information ("doxing").
* Personal insults, particularly those related to gender, sexual orientation, race, religion, or disability.
* Inappropriate photography or recording.
* Inappropriate physical contact. You should have someone’s consent before touching them.
* Unwelcome sexual attention. This includes, sexualized comments or jokes; inappropriate touching, groping, and unwelcomed sexual advances.
* Deliberate intimidation, stalking or following (online or in person).
* Advocating for, or encouraging, any of the above behaviour.
* Sustained disruption of community events, including talks and presentations.

### 5. Consequences of Unacceptable Behaviour

Unacceptable behaviour from any community member, including sponsors and those with decision-making authority, will not be tolerated.

Anyone asked to stop unacceptable behaviour is expected to comply immediately.

If a community member engages in unacceptable behaviour, the community organizers may take any action they deem appropriate, up to and including a temporary ban or permanent expulsion from the community without warning.

### 6. Reporting Guidelines

If you are subject to or witness unacceptable behaviour, or have any other concerns, please notify a community organizer as soon as possible via <trustees@studentrobotics.org>. All reports will be handled with discretion. In your report please include:

* Your contact information.
* Names (real, nicknames, or pseudonyms) of any individuals involved. If there are additional witnesses, please include them as well. Your account of what occurred, and if you believe the incident is ongoing. If there is a publicly available record (e.g. a mailing list archive, public IRC logger or GitHub discussion), please include a link.
* Any additional information that may be helpful.

After filing a report, a representative will contact you personally, review the incident, follow up with any additional questions, and make a decision as to how to respond. If the person who is harassing you is part of the response team, they will recuse themselves from handling your incident. If the complaint originates from a member of the response team, it will be handled by a different member of the response team. We will respect confidentiality requests for the purpose of protecting victims of abuse.

Additionally, community organizers are available to help community members engage with local law enforcement or to otherwise help those experiencing unacceptable behaviour feel safe. In the context of in-person events, organizers will also provide escorts as desired by the person experiencing distress.

### 7. Addressing Grievances

If you feel you have been falsely or unfairly accused of violating this Code of Conduct, you should notify the Student Robotics Trustees with a concise description of your grievance. Your grievance will be handled in accordance with our existing governing policies.

### 8. Scope

We expect all community participants (contributors, paid or otherwise; sponsors; and other guests) to abide by this Code of Conduct in all community venues–online and in-person–as well as in all one-on-one communications pertaining to community business.

This code of conduct and its related procedures also applies to unacceptable behaviour occurring outside the scope of community activities when such behaviour has the potential to adversely affect the safety and well-being of community members.

### 9. Contact info

<trustees@studentrobotics.org>

### 10. License and attribution

This Code of Conduct is distributed under a [Creative Commons Attribution-ShareAlike license](http://creativecommons.org/licenses/by-sa/3.0/).

Portions of text derived from the [Django Code of Conduct](https://www.djangoproject.com/conduct/) and the [Geek Feminism Anti-Harassment Policy](http://geekfeminism.wikia.com/wiki/Conference_anti-harassment/Policy).

Retrieved on November 22, 2016 from <http://citizencodeofconduct.org/>


# Safeguarding

Everyone has a responsibility to keep children and young people safe. All organisations that come into contact with children should have specific safeguarding policies and procedures in place. This includes voluntary and community organisations, faith groups, private sector providers, as well as schools, hospitals and sports clubs (NSPCC, 2018).

Student Robotics takes child safeguarding very seriously. It is important that young people have the opportunity to participate in competitions and other events in a safe environment.

All young people that a Student Robotics volunteer is working with must be supervised by a responsible adult; this will either be a parent or a teacher who will have overall responsibility for that young person.

Volunteers must never meet with young people who are participating in Student Robotics activities outside of the supervised environment or communicate over a channel other than that officially set up for group communications.

Student Robotics encourages anyone who is involved in working with young people who are participating in Student Robotics activities to report any safeguarding concerns to the Trustees via <trustees@studentrobotics.org>.


# Annual Robotics Competition

The Student Robotics Competition Program is the main activity of Student Robotics and is how it currently meets its charitable objective set out in its [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf). It consists of an annual program, aligned with the academic year, where teams of 16-19 year-olds (generally in sixth form) partake in an reasonably open-ended engineering challenge to construct autonomous robots. The planning, management and running of the Competition Program is the responsibility of the Core Team and it is up to the Core Team (with guidance from the Trustees) to define what the program will be for a given annual cycle.


# Core Team

The running of the Student Robotics Competition Program is delegated to the Core Team. The Core Team is a group of people who have collectively agreed to take on the responsibility of defining and delivering the Competition Program for a single competition cycle (1 year). They are accountable to the Trustees. The purpose of the information contained within this page is to clearly define the responsibilities of the Core Team and how they interact with the Trustees.

It is important to understand that the Core Team are not expected to, and should not carry out, all of the tasks required to deliver a competition. The Core Team is a select group that has agreed to a higher level of commitment to deliver the Competition Program than general Student Robotics volunteers and they should work with the volunteering community at large to deliver on their commitment.

## Defining Features

The Core Team will ideally possess the following defining features. The reason for these is to ensure diversity and resilience within the team.

1. Be geographically dispersed
2. Reflect the diversity in society
3. Have a range of experience and skills
4. Have some members who have previously competed in an annual competition

## Formation

All registered Student Robotics volunteers are contacted approximately one month before the Core Team is to be convened to invite them to register an interest in being part of the next Core Team. Current members of the Core Team are welcome to register interest for the next annual competition cycle. The Trustees will invite these individuals along to a meeting to form the Core Team. Ideally the Core Team will have no more than eight members, as teams larger than this do not generally operate effectively, and no fewer than five.

The Core Team is (re)convened at the start of the annual competition cycle, around early June. This takes place during a physical meeting (with the option of remote attendance for those who cannot make the physical meeting). At the meeting the Trustees will discuss their expectations of the Core Team, what the Core Team can expect from the Trustees and what responsibilities members of the Core Team will be taking upon themselves. After discussing these points and answering any questions, all attendees (with the exception of the Trustees themselves) will be given the opportunity to join the Core Team. There is absolutely no pressure to join the Core Team if one feels that they cannot commit themselves. Once the Core Team is convened they will be asked to elect a Chairperson and a Treasurer (referred to as the Core Team Treasurer, to distinguish them from the Charity's Trustee Treasurer). After election of a Chairperson and Core Team Treasurer the remaining meeting time will be spent discussing ideas for the next Competition Program, with the Trustees offering guidance and suggestions based upon their past experiences.

At the end of the annual competition cycle, around early May, the Core Team is expected to meet with the Trustees to review the previous Competition Program. This serves as a useful event for both the Core Team to reflect on their achievements and the Trustees to gather as much information as possible to feed into the next competition cycle. After this meeting the Core Team is effectively disbanded. There is approximately a one month gap until the Core Team is next reconvened, allowing everyone to take a break. As mentioned above, previous Core Team members are very welcome to register their interest in being a Core Team member again.

## Expectations/Responsibilities and Roles

### Trustees' Expectations of the Core Team

1. Agree to uphold [Vision, Mission and Values](/v4/about-the-charity/vision-mission-and-values).
2. Operate within the framework defined in this operations manual.
3. Abide by the [Code of Conduct](/v4/about-the-charity/code-of-conduct).
4. Commit to running a Competition Program.
5. Elect a Chairperson and Treasurer who must fulfil the responsibilities of their respective roles.
6. Stick to the most recently approved budget. All members are responsible, not just treasurer.
7. Manage assets owned by the Charity for the purpose of fulfilling the annual robotics competition.
8. Be self-organising:
   1. The Core Team is free to recruit other members into the Core Team, however it is strongly recommended that the Core Team is maintained between 5 and 8 members (inclusive). A team smaller or larger than this will not be able to operate effectively.
   2. The operations manual only requires the roles of Chairperson and Treasurer within the Core Team. The Core Team is free to define other roles within itself as it sees fit.
   3. The Core Team can define any structure below it (i.e. not part of the Core Team itself) and delegate aspects of the Competition Program as it sees fit.
   4. A record of roles created both within and below the Core Team should be kept, along with who is filling them.
   5. Each person in a role should document processes and anything else that they feel relevant relating to their role to help both current and future volunteers This documentation should be licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/).

### Core Team's Expectations of the Trustees

1. Agree to uphold [Vision, Mission and Values](/v4/about-the-charity/vision-mission-and-values).
2. Operate within the framework defined in the [Charity's constitution](https://github.com/srobo/ops-manual/tree/2273a50c07807811ee444f80a7fb14b13f785101/resources/constitution.pdf) and in this operations manual.
3. Abide by and uphold the [Code of Conduct](/v4/about-the-charity/code-of-conduct).
4. Manage all legal requirements relating to running the Charity.
5. Provide long-term direction and planning for the Charity.
6. Maintain a record of SR volunteers containting the details listed on the [Volunteers](/v4/annual-robotics-competition/volunteers) page. Entries on this record will be reviewed every 18 months and entries deleted if the individual does not indicate a continuing desire to volunteer. For now only Trustees will have direct access to this dataset and the Core Team will have to work with the Trustees to use it.
7. Maintain documentation of processes and useful information for both current and future Trustees. This documentation can be found in the[ wiki of the ops-manual git repo](https://github.com/srobo/ops-manual/wiki).
8. Manage fund-raising to ensure that their is sufficient funds for the current and future activities.

### Role of the Chairperson

1. Convene and Chair meetings of the Core Team.
2. Ensure that minutes of Core Team are taken and made available to the trustees and other members of the Core Team.
3. Provide monthly progress reports to Trustees.

### Role of the Core Team Treasurer

1. Prepare a [budget](/v4/annual-robotics-competition/money-matters#budgeting-requirements) for the competition.
2. Seek approval for the budget (from the trustees).
3. Keep financial records (in a form to be agreed with the trustees).
4. Submit final accounts (at the end of the competition cycle).
5. Understand and follow the requirements defined in the [Money Matters](/v4/annual-robotics-competition/money-matters) section.


# Money Matters

A crucial part of the successful delivery of a Competition Program is good money management. The Trustees impart a great degree of freedom on the Core Team and in exchange the Core Team must take responsibility, amongst other things, for ensuring that money is well managed. To help minimise risk for everyone involved, certain requirements are placed upon the Core Team related to money.

The Core Team must draw up a budget for the Competition Program that they are looking to deliver and all spending must be made within this most recently approved budget. It is the responsibility of the Core Team Treasurer to liaise with the Trustees to get a budget approved and to get further approval for certain modifications to a previously approved budget.

## Budgeting Requirements

1. The Trustees are ultimately responsible for how the Charity spends its money. The task of budgeting for a Competition Program is delegated to the Core Team and the Core Team must in turn comply with these requirements.
2. The budget must not be publicly available. This is to avoid suppliers being able to know exactly how much the Charity has to spend on a given service/product.
3. The Trustees must approve a budget before any spending is made towards a Competition Program.
4. The Trustees must approve any increase in the total of a previously approved budget.
5. The Trustees must approve any reallocation of funds between budget lines where the amount being reallocated is greater than £1000. The Core Team is free to reallocate funds between budget lines below this threshold.
6. The budget maintained by the Core Team, as a minimum, must include the following information for each budget line. It may prove helpful to organise budget lines in a hierarchical fashion (where only the leaves of the tree are budget lines and the internal nodes are used to group budget lines).
   1. Short name.
   2. Description (ideally with some information as to how the amount was determined).
   3. Amount.
7. It is advised to include a 10-20% overesitmate in each budget line to allow for unforeseen changes in cost.
8. The Core Team must define and operate a system of authorising spends against lines in an approved budget. Volunteers must never spend their own money expecting reimbursement without some prior agreement from the Core Team or a delegate of the Core Team.
9. At the time of writing, only the Trustees have access to the Student Robotics bank account. Therefore, for the time being, all reimbursement claims must go via the nominated Trustee Treasurer. It is the responsibility of the Core Team Treasurer to ensure that evidence of purchase (receipt/invoice) and a record of the spend against specific budget line(s) is recoded for each transaction. This information must not be made public for the same reason as the budget not being made public (it is also likely to include personal information such as addresses). The Trustee Treasurer may request access to this information.


# Volunteers

Student Robotics would never be able to deliver on its mission without its volunteers. They invest vast quantities of time and effort to make Student Robotics the success that it is. Within Student Robotics a volunteer is defined as an individual who has registered as such.

The register of volunteers is maintained by the Trustees and reviewed every 18 months. If a volunteer indicates that they are no longer interested in being a volunteer when the register is reviewed, or does not respond during the review, their personal details will be deleted. The following information, as a minimum, is recorded for each volunteer:

* Name
* Email Address
* Phone Number
* Geographical Location (i.e. City/Town)
* Emergency Contact Details (name, email and phone number of emergency contact)


# Miscellaneous

## Licensing

This work (the operations manual) is licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/). The authors of this work are: Rich Barlow.

## Making Changes to this Document

The source of this document can be found here: <https://github.com/srobo/ops-manual>. It is maintained by the Trustees of the charity. It is important to note that the information contained within the 'master' branch of the repository has not been released and therefore is not authoritative. New releases of the operations manual must be approved by the Trustees via one of the decision making procedures defined in clause 17 of the [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf).

Releases of the operations manual are denoted with both a tag and branch of the form 'v#', where # is a number. The latest release is the one with the largest number and will be set as the GitBook 'primary' version. The requirement for a branch as well as a tag with the same name is an unfortunate requirement of how the GitBook platform operates; if a tag and branch of the same name ever differ in terms of the commit that they refer to, the tag takes precedence (if you happen to notice an anomaly of this form, please inform the [trustees](mailto:trustees@studentrobotics.org)).

To make a release of this document the following steps must be taken:

1. Ensure that the [Change Log](/v4/miscellaneous/change-log) is up to date with all modifications made since the previous release.
2. Ensure that the Trustees have approved the release of the new version and it has been recorded in the Trustees' decisions.
3. Set the version number and date for the new version in the Change Log.
4. Create a new version via the GitBook editing interface. This version must have a human-readable name of the form 'Version #' and a 'path' of 'v#' (the 'path' setting in the GitBook interface is what becomes the branch name in the git repository).
5. Set the newly created version as the primary version, such that it is the version presented to a reader when visiting <https://srobo.gitbook.io/ops-manual/>.
6. Create a tag with the same name as the branch just created. This tag must point to the same commit as the current head of the branch. The tag can be created either using the normal git CLI tools or the GitHub web interface.


# Change Log

{% hint style="info" %}
Each release of the Operations Manual has an entry on this page. Within this entry changes are broken down into 'Added', 'Changed', 'Removed' and 'Minor Fix'. The first three categories cover modifications that affect the function of the document, whereas the last one includes modifications that do not, for example corrections to typos and formatting. Each entry also includes the date on which it took effect.
{% endhint %}

## Version 4 (2018-08-30)

### Added

* Change Log page to document modifications between releases.
* Instructions in the [Making Changes](/v4/miscellaneous#making-changes-to-this-document) section to ensure that the Trustees have approved the release of a new Operations Manual, the decision to release is recorded, the Change Log is updated with the modifications made and the new version number and date of release is entered into the Change Log.
* Clarification to [Safeguarding](/v4/about-the-charity/safeguarding) that it is only young people who are participating in Student Robotics activities that volunteers must not meet outside of the supervised environment.
* Examples of who 'those who participate in our community' are in [Purpose](/v4/about-the-charity/code-of-conduct#1-purpose) section of Code of Conduct.
* Instructions to [Reporting Guidelines](/v4/about-the-charity/code-of-conduct#6-reporting-guidelines) in Code of Conduct detailing what information to include in a report, how the report is handled and how corner cases, such as the person being accused being one of the people who normally deals with reports, are dealt with.
* Clarification to [Core Team's Expectations of the Trustees](/v4/annual-robotics-competition/core-team#core-teams-expectations-of-the-trustees) number 6 that only Trustees have direct access to volunteer dataset and that the Core Team will have to work with the Trustees to make use of it.
* Clarification to [Budgeting Requirements](/v4/annual-robotics-competition/money-matters#budgeting-requirements) number 5 to remove ambiguity around what the '£1000' is referring to.

### Changed

* Only store geographical region, instead of full postal address, in [volunteer register](/v4/annual-robotics-competition/volunteers).
* Soften 'expected' to 'will ideally' in Core Team [Defining Features](/v4/annual-robotics-competition/core-team#defining-features) section.
* Make Core Team [Defining Feature](/v4/annual-robotics-competition/core-team#defining-features) number 2 more all-encompassing.
* Shift dates of Core Team convening and disbanding one month earlier in the year (now convene in June and disband in May). This is to better align with the school year.
* Expect Core Team to run a Competition Program, rather than an explicit annual robotics competition, in [Trustees' Expectations of the Core Team](/v4/annual-robotics-competition/core-team#trustees-expectations-of-the-core-team) number 4.

### Removed

* Pre-selection of 10 people to invite to the meeting to form the Core Team in the [Core Team Formation](/v4/annual-robotics-competition/core-team#formation) section.
* Sentence explaining why more than eight people are invited to the meeting to form the Core Team in the [Core Team Formation](/v4/annual-robotics-competition/core-team#formation) section.
* Explicit list of volunteer details recorded from [Core Team's Expectations of the Trustees](/v4/annual-robotics-competition/core-team#core-teams-expectations-of-the-trustees) number 6. (This information is already defined on the [Volunteers](/v4/annual-robotics-competition/volunteers) page).
* Reference to not giving refunds to paid events from [Consequences of Unacceptable Behaviour](/v4/about-the-charity/code-of-conduct#5-consequences-of-unacceptable-behaviour) section of Code of Conduct. We don't run paid events, so it isn't relevant.

### Minor Fix

* Make release procedure in [Making Changes to this Document](/v4/miscellaneous#making-changes-to-this-document) section into a numbered list.
* Make points under [Trustees' Expectations of the Core Team](/v4/annual-robotics-competition/core-team#trustees-expectations-of-the-core-team) number 8 (be self-organising) into a numbered list.
* Expand 'SR' into 'Student Robotics' in [Safeguarding](/v4/about-the-charity/safeguarding).
* Reference Trustees' email address in a more readable manner in [Safeguarding](/v4/about-the-charity/safeguarding) and [Code of Conduct](/v4/about-the-charity/code-of-conduct).

## Version 3 (2018-07-09)

The whole Operations Manual has been completely rewritten and bears little resemblance to Version 2, therefore it would not be sensible to try and enumerate all of the changes. Version 3 effectively represents a completely new direction for the Operations Manual and should be viewed as a completely new work.


# Introduction

This manual serves as the primary means for the Student Robotics Trustees to define what Student Robotics is, what it stands for and how it operates. It is not intended as a detailed prescriptive manual of how each activity within the organisation is carried out, but rather as a means to set the foundations upon which the organisation is built.

The latest version is always available to read at <https://opsmanual.studentrobotics.org/>. The source of this document is available at <https://github.com/srobo/ops-manual>. Please note that information contained on the 'master' branch of the repository (the 'In Development' version of the GitBook) has not yet been released and is therefore not authoritative.


# About the Charity

Student Robotics is a charity, registered on 18th August 2015 in England and Wales, with registration number 1163168. The charity is an association charitable incorporated organisation (CIO), with a [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf) as its governing document. It is headed by the Trustees who share ultimate responsibility for governing the charity and directing how it is managed and run. The Trustees can always be contacted via email at the following address: <trustees@studentrobotics.org>.

## Meet the Trustees

### David Massey

David is a full time teacher at Hills Road Sixth Form College, teaching physics and electronics A-level. He has been involved in sixth form robotics competitions since 2001 and has taken part in Student Robotics since 2012. He became a Trustee in January 2018.

### Diane Dowling

Diane works for the Raspberry Pi Foundation. She was previously Head of Computer Science at a Collyer's Sixth Form College in Horsham and has been involved in Student Robotics as a team Leader since 2013. Diane became a Trustee in January 2018.

### Jimmy Thompson

Jimmy is a software developer by trade, based in London. First volunteering for Student Robotics in 2015, in 2016 he was invited to be a Trustee. His main interests are in building a community of volunteers, software engineering and organisation design.

## Postal Address

The postal address of Student Robotics is shown below. All Trustees have access to mail sent to this address through a web platform.

```
Student Robotics
Lytchett House
13 Freeland Park
Wareham Road
Lytchett Matravers
Poole
Dorset
BH16 6FA
```


# Vision, Mission and Values

## Our Vision

We want to foster a world where engineering and artificial intelligence is accessible to young people.

## Our Mission

To bring the excitement of engineering and the challenge of coding to young people through robotics.

## Our Values

### Accessible

Engineering is for everyone. We believe that anyone should have the opportunity to build and program robots and we are committed to maintaining a diverse set of teams and volunteers. We do not expect participants to be skilled robot builders; we will provide challenges for all abilities and participants will never need any prior experience. We will never charge young people to enter the events that we run.

### Autonomous

Remote control sucks. Programming is everywhere in modern engineering and we want everyone to to be able drive the future. AI is where it’s at and should be at the heart of a robot’s design.

### Open by Default

Sharing is good. Running Student Robotics in the open makes us more resilient, more accessible and more exciting. Unless there is a very good reason not to, all software is open source, all conversations are open, and all documents are public.

### Encourage Creativity

Real life is limitless and so are we (almost!) Engineering in the real world is all about solving problems in new and novel ways. We want to encourage creative and ingenious solutions to problems, so we strive to keep constraints to a minimum.

### Reflect Reality

Engineering is everywhere. There are millions of engineers working in thousands of teams across hundreds of disciplines world-wide solving ever more complex problems. We present a challenge that aims to mirror this and expose people to a broad spectrum of engineering and computer science. Teamwork and communication is key.


# Volunteers

Student Robotics would not be able to deliver on its mission without its volunteers. They invest vast quantities of time and effort to make Student Robotics the success that it is. Within Student Robotics a volunteer is defined as an individual who has registered as such.

The register of volunteers is maintained, by the Trustees, on the Google GSuite organisation for Student Robotics and reviewed every 18 months. If a volunteer indicates that they are no longer interested in being a volunteer when the register is reviewed, or does not respond during the review, their personal account will be suspended and, after 3 months, deleted. The following information, as a minimum, is recorded for each volunteer:

* Name (first name and surname)
* Email (alternative email to that issued by SR)
* Mobile Phone Number
* Geographical Location (i.e. City/Town)

Each volunteer is required to abide by the [code of conduct ](/v6.1.0/about-the-charity/code-of-conduct) and to observe [safe guarding policy](/v6.1.0/about-the-charity/safeguarding).


# Code of Conduct

## Code of Conduct

### 1. Purpose

A primary goal of Student Robotics is to be inclusive to the largest number of contributors, with the most varied and diverse backgrounds possible. As such, we are committed to providing a friendly, safe and welcoming environment for all, regardless of gender, sexual orientation, ability, ethnicity, socioeconomic status, and religion (or lack thereof).

This code of conduct outlines our expectations for all those who participate in our community, including, but not limited to, volunteers, competitors and team leaders. It further outlines the consequences for unacceptable behaviour.

We invite all those who participate in Student Robotics to help us create safe and positive experiences for everyone.

### 2. Open Source Citizenship

A supplemental goal of this Code of Conduct is to increase open source citizenship by encouraging participants to recognize and strengthen the relationships between our actions and their effects on our community.

Communities mirror the societies in which they exist and positive action is essential to counteract the many forms of inequality and abuses of power that exist in society.

If you see someone who is making an extra effort to ensure our community is welcoming, friendly, and encourages all participants to contribute to the fullest extent, we want to know.

### 3. Expected Behaviour

The following behaviours are expected and requested of all community members:

* Participate in an authentic and active way. In doing so, you contribute to the health and longevity of this community.
* Exercise consideration and respect in your speech and actions.
* Attempt collaboration before conflict.
* Refrain from demeaning, discriminatory, or harassing behaviour and speech.
* Be mindful of your surroundings and of your fellow participants. Alert community leaders if you notice a dangerous situation, someone in distress, or violations of this Code of Conduct, even if they seem inconsequential.
* Remember that community event venues may be shared with members of the public; please be respectful to all patrons of these locations.

### 4. Unacceptable Behaviour

The following behaviours are considered harassment and are unacceptable within our community:

* Violence, threats of violence or violent language directed against another person.
* Sexist, racist, homophobic, transphobic, ableist or otherwise discriminatory jokes and language.
* Posting or displaying sexually explicit or violent material.
* Posting or threatening to post other people’s personally identifying information ("doxing").
* Personal insults, particularly those related to gender, sexual orientation, race, religion, or disability.
* Inappropriate photography or recording.
* Inappropriate physical contact. You should have someone’s consent before touching them.
* Unwelcome sexual attention. This includes, sexualized comments or jokes; inappropriate touching, groping, and unwelcomed sexual advances.
* Deliberate intimidation, stalking or following (online or in person).
* Advocating for, or encouraging, any of the above behaviour.
* Sustained disruption of community events, including talks and presentations.

### 5. Consequences of Unacceptable Behaviour

Unacceptable behaviour from any community member, including sponsors and those with decision-making authority, will not be tolerated.

Anyone asked to stop unacceptable behaviour is expected to comply immediately.

If a community member engages in unacceptable behaviour, the community organizers may take any action they deem appropriate, up to and including a temporary ban or permanent expulsion from the community without warning.

### 6. Reporting Guidelines

If you are subject to or witness unacceptable behaviour, or have any other concerns, please notify a community organizer as soon as possible via <trustees@studentrobotics.org>. All reports will be handled with discretion. In your report please include:

* Your contact information.
* Names (real, nicknames, or pseudonyms) of any individuals involved. If there are additional witnesses, please include them as well. Your account of what occurred, and if you believe the incident is ongoing. If there is a publicly available record (e.g. a mailing list archive, public IRC logger or GitHub discussion), please include a link.
* Any additional information that may be helpful.

After filing a report, a representative will contact you personally, review the incident, follow up with any additional questions, and make a decision as to how to respond. If the person who is harassing you is part of the response team, they will recuse themselves from handling your incident. If the complaint originates from a member of the response team, it will be handled by a different member of the response team. We will respect confidentiality requests for the purpose of protecting victims of abuse.

Additionally, community organizers are available to help community members engage with local law enforcement or to otherwise help those experiencing unacceptable behaviour feel safe. In the context of in-person events, organizers will also provide escorts as desired by the person experiencing distress.

### 7. Addressing Grievances

If you feel you have been falsely or unfairly accused of violating this Code of Conduct, you should notify the Student Robotics Trustees with a concise description of your grievance. Your grievance will be handled in accordance with our existing governing policies.

### 8. Scope

We expect all community participants (contributors, paid or otherwise; sponsors; and other guests) to abide by this Code of Conduct in all community venues–online and in-person–as well as in all one-on-one communications pertaining to community business.

This code of conduct and its related procedures also applies to unacceptable behaviour occurring outside the scope of community activities when such behaviour has the potential to adversely affect the safety and well-being of community members.

### 9. Contact info

<trustees@studentrobotics.org>

### 10. License and attribution

This Code of Conduct is distributed under a [Creative Commons Attribution-ShareAlike license](http://creativecommons.org/licenses/by-sa/3.0/).

Portions of text derived from the [Django Code of Conduct](https://www.djangoproject.com/conduct/) and the [Geek Feminism Anti-Harassment Policy](http://geekfeminism.wikia.com/wiki/Conference_anti-harassment/Policy).

Retrieved on November 22, 2016 from <http://citizencodeofconduct.org/>


# Safeguarding

Everyone has a responsibility to keep children and young people safe. All organisations that come into contact with children should have specific safeguarding policies and procedures in place. This includes voluntary and community organisations, faith groups, private sector providers, as well as schools, hospitals and sports clubs (NSPCC, 2018).

Student Robotics takes child safeguarding very seriously. It is important that young people have the opportunity to participate in competitions and other events in a safe environment.

All young people that a Student Robotics volunteer is working with must be supervised by a responsible adult; this will either be a parent or a teacher who will have overall responsibility for that young person.

Everyone who volunteers with Student Robotics is bound by a [code of conduct ](/v6.1.0/about-the-charity/code-of-conduct)that provides a clear expectation of how they will work with others, including competitors and other volunteers.

Student Robotics encourages anyone who is involved in working with young people who are participating in Student Robotics activities to report any safeguarding concerns to the Trustees via <trustees@studentrobotics.org>.


# Money Matters

A crucial aspect of running a charity is good money management. The Trustees are ultimately responsible for fund raising and deciding how the charity spends its money. The financial year starts on 1 August and the Trustees draw up an annual budget to allow the charity to fulfil its charitable purpose(s). One of the Trustees acts in the role of treasurer to the charity and maintains the definitive financial records which are submitted to external accountants at year end to prepare the statement for the annual report.

The task of detailed budgeting for a competition programme is delegated to the Competition Team Committee. The Kit Team Committee manages their own budget for the development and maintenance of Kit. The Trustees impart a great degree of financial freedom to committees and, in exchange, the committees take responsibility for ensuring that money is well managed. Each committee must have a named person to act in the role of team treasurer. To help minimise risk for everyone involved, certain requirements are placed upon the committees, related to money, and these are detailed below.

## Budgeting Requirements - Committees

1. Each committee must draw up a budget for the programme that they are looking to deliver and seek approval for the budget from the Trustees.
2. The Trustees must approve a budget before any spending is committed or incurred.
3. The budget(s) must not be publicly available. This is to avoid suppliers being able to know exactly how much the charity has to spend on a given service/product.
4. All spending must be made within the most recently approved budget. It is the responsibility of each team treasurer to liaise with the Trustees to get a budget approved and to gain approval for any modifications to a previously approved budget.
5. The Trustees must approve any reallocation of funds between budget lines where the amount being reallocated is greater than £1000. The committees are free to reallocate funds between budget lines below this threshold.
6. The budget maintained by the committees must include, as a minimum, the following information for each budget line.&#x20;
   * Short name
   * Description (ideally with some information as to how the amount was determined)
   * Amount
7. It is advised that a 10% contingency is allocated to each budget line to allow for unforeseen changes in cost.
8. Each committee must define and operate a system of authorising spends against lines in an approved budget. Volunteers must never spend their own money expecting reimbursement without explicit prior agreement from the team treasurer.
9. Only the Trustees have access to the SR bank account. Therefore, all reimbursement claims must go via the Trustees. It is the responsibility of each team treasurer to ensure that evidence of purchase/expenditure (receipt/invoice) and a record of the spend against specific budget line(s) is recorded for each transaction. This information must not be made public for the same reason as the budget not being made public (it is also likely to include personal information such as addresses). The Trustees may request access to this information at any time.


# Robotics Competition

The Student Robotics Competition Programme is the main activity of Student Robotics and is how it currently meets its charitable objective set out in its [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf). It consists of an annual programme, aligned with the academic year, where teams of 16-19 year-olds (generally in sixth form) take part in an reasonably open-ended engineering challenge to construct autonomous robots.

The planning, management and delivery of the competition programme is the remit of the [Competition Team](https://github.com/srobo/ops-manual/tree/91ae10cc670c971d667dd54caf90d0295747bc4c/annual-robotics-competition/competition-team.md) and it is up to the Competition Team Committee (with guidance from the Trustees) to define the programme for a given annual cycle. The Competition Team is supported by the [Kit Team](/v6.1.0/annual-robotics-competition/kit-team).


# Competition Team

## Purpose

The Competition Team is responsible for defining and delivering the SR Competition Programme ('the competition programme') for a single competition cycle (11 months).

The competition programme includes, but is not limited to:

* Recruiting teams from schools and colleges
* Communicating with school/college team leaders
* Devising a challenge
* Organising and running Kickstart
* Organising and running Tech days
* Organising and running the competition final
* Health and Safety and safeguarding at events
* Gathering metrics throughout the competition cycle

## Structure and Operation

The Competition Team is a group of volunteers who work together, and closely with other teams within SR, to define and deliver the competition programme. The team is lead by a committee that is responsible for fulfilling the aims of the team.

The team (and its committee) operates on an 11-month cycle (see Formation and Dissolution below).

Volunteers apply through the Competition Team Cmmittee to join the team. The committee will ensure the team has an appropriate balance of relevant skills. Volunteers will be encouraged to apply at the start of each competition cycle but can apply at any stage of the competition cycle. The committee should not unreasonably restrict membership of the team.

## The Competition Team Committee

The Committee is a group of 3-5 people who are ultimately responsible for ensuring that the competition programme is delivered to the standard expected by the Trustees, coherent with the values of Student Robotics. The committee is accountable to the Trustees.

The committee will focus on management of time, resources and volunteers within the team. Delivering a competition is a huge undertaking and can require a significant investment of time and effort from volunteers and this workload must be carefully managed. The committee will provide support and guidance to team members to allow them to be as effective as possible in delivering the competition. The Trustees will provide support, guidance and training as necessary to allow the committee to be as effective as possible in managing the team.

## Formation and Dissolution

The team (and its committee) operates on a 11-month cycle running from early July to early June the following year. The one month gap provides a much-needed break for members of the team. The gap also provides a definitive start of a new cycle and creates an opportunity for new volunteers to get involved in delivering a competition programme starting afresh with the rest of the team.

### Registration of Interest

Approximately three weeks before the new team is to be formed, all registered SR volunteers are invited to express an interest in being part of the next committee or team. Previous members of the committee and/or team are welcome to register interest.

### Formation

The committee is formed at a meeting with the Trustees. If more than 5 volunteers register an interest in being on the committee they will all be invited to the formation meeting, however only 5 of them will be allowed to become committee members. If more than 10 volunteers register an interest in being on the committee then the Trustees select a short-list of 10 volunteers to invite to the formation meeting, based on the skills and experience they could bring to the committee. Any volunteers who register an interest in being on the committee but are not selected are contacted if vacancies appear on the committee during the 11-month period.

At the meeting, the Trustees discuss their expectations for the competition programme (based on feedback from the previous year’s cycle) and clarify any concerns about roles and responsibilities. Each year, the Trustees provide guidance as to the direction in which they would like to the competition programme to be taken and where they would like the committee to focus their efforts. For example, it may be the case that the Trustees would like to expand the number of school teams, or they may want the committee to focus on increasing volunteer engagement. After discussing these points, and answering any questions, the Trustees leave the meeting, allowing a short time for discussion. On return, they ask for a show of hands of people who would like to join the committee. If more than 5 people indicate a desire to join the committee at this stage, the Trustees select the 5 people that they feel are most able to take on the responsibilities of the committee.

### The First Few Weeks

After the formation meeting has concluded, the newly formed committee fulfil their collective responsibilities. The Trustees encourage the committee to identify any management, coaching or team building training they may need to discharge their responsibilities effectively.

### Dissolution

At the end of the annual competition cycle, around early June, the committee is invited to meet with the Trustees to review the previous competition programme. This serves as a useful event for both the committee, to reflect on their achievements, and the Trustees, to gather as much information as possible to feed into the next competition cycle. It is expected that the committee will get the views of the wider team before the meeting. The Trustees also gain feedback from other SR teams that have helped to deliver the competition programme. After the review meeting, the team and its committee is effectively disbanded.

### Resignation of a Committee Member

If a committee member wishes to resign part-way through the 11-month period they email the Trustees. The Trustees work with the individual to see if there is any further help and support that they can provide to allow the volunteer to continue in their role. If there is no option for the individual to continue, the Trustees work with the rest of the committee to find a volunteer to become a replacement committee member. Volunteers that indicated a desire to be on the committee at the start of the cycle, but were not selected due to the size restrictions, are considered first.

## Roles and Responsibilities of the Competition Team Committee

### Collective Responsibilities

The committee takes on the following collective responsibilities at the start of the competition cycle, and within 4 weeks of the formation meeting.

1. **Recruitment of a team.** The Trustees will provide the committee with details of volunteers who registered an interest in being on the team during the Registration of Interest phase. The committee can also reach out again to all volunteers.
2. **High level planning session.** It is expected that the committee will produce a high level plan, that will take the form of no more than two A4 pages and will include time and resource estimates (both volunteers and assets) for running the next competition programme.&#x20;
3. **Division of Responsibilities.** The committee must divide up the individual responsibilities between them. Each responsibility must be taken by a single committee member (although each committee member can take on multiple responsibilities).&#x20;
4. **Report to the Trustees.** The committee member responsible for reporting to the Trustees must report the high level plan and division of responsibilities to the Trustees within 4 weeks of the formation meeting.

Throughout the competition cycle, all committee members are expected to work together effectively to deliver the competition programme on time and within budget. They should communicate effectively with the team and with other SR teams that are involved in supporting the competition programme. They should maintain documentation of processes and anything else that they feel relevant relating to their responsibilities to help both current and future volunteers This documentation should be licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/).

### Individual Responsibilities/Roles

As well as the collective responsibilities defined above, the following responsibilities must be divided up among the committee members. Each responsibility listed below **must be taken by a single member** and it is expected (in fact, necessary) for some members to take on more than one of the responsibilities.

1. **Reporting to Trustees.** This committee member is responsible for ensuring that the committee provides regular updates to the Trustees to keep them in-the-loop with the progress of delivering the competition programme. This is accomplished by arranging for online (Google Hangouts/Meet) calls at least once every month. They must also ensure that minutes are taken at committee meetings and that these minutes are made publicly available.
2. **Budget and expenditure management.** This committee member is responsible for drawing up a budget for the competition programme within the overall budget provided by the Trustees. They must submit the budget to the Trustees within two months of the formation of the committee. This budget does not need to be extremely detailed; 8-10 budget lines is expected. They must also do the following:

   Keep financial records (in a form to be agreed with the trustees).

   Submit final accounts (at the end of the competition cycle).

   Understand and follow the requirements defined in the Money Matters section (this defines how budgeting works in more detail).
3. **Event management.** This committee member is responsible for overall management and delivery of the various events throughout the competition programme (Kickstart, Tech Days, Competition). This is a large responsibility and the committee member taking this on should not take on any of the other individual responsibilities.
4. **Competitor team management.** This committee member is responsible for the management of teams taking part in the competition programme. They are expected to ensure that a sufficient quantity of school teams are signed-up to take part in the competition and that the teams that compete receive an adequate level of communication to allow them to get the most out of taking part in the competition programme. In particular they should ensure that sufficient notice is given to school teams to give them time to make the necessary preparations (schools usually require notice many months in advance of a major event).
5. **Volunteer management.** This committee member is responsible for the management of two groups of volunteers: members of the team and other volunteers who are helping out at an event.&#x20;
   * In the case of team members they should ensure that all team members are given an opportunity to contribute towards delivering the competition programme and that they are guided to areas within the team that require more effort. They should handle requests from volunteers looking to join the team and also counsel team members looking to leave the team.
   * In the case of volunteers helping out at events they should ensure that all volunteers are given visibility of event volunteering opportunities and that they receive adequate documentation, training and support for the roles that they fill at the events.
6. **Safeguarding and welfare.** This committee member is responsible for ensuring that the Student Robotics [safeguarding policy](/v6.1.0/about-the-charity/safeguarding) is abided by throughout the 11-month period and at events. They are also responsible for ensuring that all volunteers working on the competition programme (either in the team or as event volunteers) are not overworked and that the level of responsibility being taken on by any individual is kept at an acceptable level.
7. **Gathering metrics.** This volunteer is responsible for ensuring that metrics are collected throughout the 11-month period. They should work with the Trustees early on to define a list of metrics to be gathered (e.g. number of school teams, average number of competitors per school team, average competitor to mentor face time per week, etc). It is of critical importance that SR gathers metrics to be able to optimise and improve the competition programme and to report to new and existing sponsors to prove the effectiveness of the competition programme.

The committee is free to define other roles as it sees fit. It is also free (and strongly encouraged) to form sub-teams within the team to handle certain aspects of the competition programme. For example, the committee member responsible for Competitor team management should form a sub-team made up of volunteers who are primarily focused on the activities of managing school teams.

### Accountability

The Competition Team is accountable to the Trustees. The committee member responsible for reporting to the Trustees will speak in person with the Trustees at least once every month to report on progress and to highlight any areas of concern.

Minutes of meetings should be made available to the general public although access to any sensitive commercial data, may be restricted to the Trustees.

### Budget

A budget will be made available to run the competition programme. The responsibility for this budget will be delegated to the committee member responsible for Budget and expenditure management as defined above.


# Kit Team

## Purpose

The purpose of the Kit Team is to oversee and manage the development, maintenance and support of the SR Kit. The Kit Team is responsible for providing a Kit Service to the Competition team in order to enable the SR Competition Programme.

The kit is defined as the hardware and software (including software services) that are provided to school teams to enable them to take part in the annual robotics competition.

The Kit Service includes, but is not limited to:

* Provision of sufficient working kit to meet the needs of the Competition Team
* Recovering and checking kit following a competition cycle
* Storing the kit safely
* Maintaining an inventory of the kit&#x20;
* Development of kit&#x20;
* Maintenance of kit (both during and outside of the competition cycle)
* Manufacture/purchasing of kit&#x20;
* Technical documentation for competitors and for volunteers
* Technical support to competitors and volunteers (both remote and in-person at events)

## Structure and Operation

The Kit Team is a group of volunteers that work together to provide a Kit Service. The team is lead by a committee that is responsible for fulfilling the aims of the team.

The Kit Team is separate from the Competition Team. However, it is expected that Kit Team volunteers will have previously volunteered with the Competition Team and that volunteers from both teams will be available to help run the annual competition.

Volunteers apply through the Kit Team Committee to join the team. The committee will ensure the team has an appropriate balance of relevant skills. The committee should not unreasonably restrict membership of the team.

## The Kit Team Committee

The Kit Team Committee is a group of 3-5 people who develop and clearly communicate a strategic vision, coherent with the values of Student Robotics, for the Kit. The committee ensures that resources are always used in the best interests of the charity and is accountable to the Trustees, The committee delegates responsibilities and resources to the rest of the team.

### Joining the committee

Volunteers join the committee by application to the Trustees. The committee will operate on a continuous/rolling timeline. Each member has a maximum term of two years, after which they are automatically retired from the committee. Before the conclusion of the two year term the member may apply to the Trustees to extend their term for a further two years, without a gap in membership.

### Resignation of a committee member

If a committee member wishes to resign they should email the Trustees. The Trustees will work with the individual to see if there is any more help and support that they can provide to allow them to continue in their role. If there is no option for the individual to continue, the Trustees will work with the rest of the committee to find a volunteer to become a replacement committee member.

### Collective responsibilities of the committee

The committee is collectively responsible for:

* Communicating a strategic vision for the kit.
* Ensuring that resources are deployed only for the purposes of delivering the Student Robotics Competition Programme or as directed by the Trustees.
* Maintaining a record of team members, with their abilities and desired workload.
* The management, tracking and distribution of assets within the team.
* The management of the workload of members of the team.
* Ensuring projects are open source, open to contribution from external parties, and inviting to work on by volunteers.
* Assigning and managing projects/maintenance to team members, this may be assigned to self organising subgroups of individuals.
* Communicating with the Competition Team Committee to ensure successful delivery of the annual competition programme.
* Maintain documentation of processes and anything else that they feel relevant relating to their responsibilities to help both current and future volunteers This documentation should be licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/).

### Individual Responsibilities/Roles within the committee

The following responsibilities must be divided up among the committee members. Each responsibility listed below must be taken by a **single member**.

* **Reporting to Trustees**. This committee member is responsible for ensuring that the committee provides regular updates to the Trustees to update them on the work of the team. They must also ensure that minutes are taken at committee meetings and that these minutes are made publicly available.
* **Budget and expenditure management**. This committee member is responsible for drawing up an annual budget within the overall budget provided by the Trustees. They must submit the budget to the Trustees once it has been agreed. They must also do the following:
  * Keep financial records (in a form to be agreed with the trustees)
  * Understand and follow the requirements defined in the Money Matters section
* **Communicating with the Competition Team**. This committee member is responsible for formal liaison with the Competition Team to make sure that any issues relating to the kit are communicated effectively and that the committee is kept fully aware of pressures and deadlines.

The committee should self-organise to elect these roles within their group, along with any other roles that they deem necessary, e.g. Software Coordinator.

## Accountability

The Kit Team is accountable to the Trustees. A report will be delivered by the committee member responsible for reporting to the Trustees, every 4 months, to update them on the work of the team and the state of the kit.

Minutes of meetings should be made available to the general public although access to any sensitive commercial data, may be restricted to the Trustees.

## Budget

A budget will be made available to allow the kit to be stored safely and maintained in good working order.

Specific budgeting for development projects will be managed on a case by case basis, applying for budget from the Trustees in each of these cases.

A "Development Pot" will be made available to cover low-cost resources used in the development process.


# Miscellaneous

## Licensing

This work (the operations manual) is licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/). The authors of this work are: Rich Barlow, Diane Dowling.

## Making Changes to this Document

The source of this document can be found here: <https://github.com/srobo/ops-manual>. It is maintained by the Trustees of the charity. It is important to note that the information contained within the 'master' branch of the repository has not been released and therefore is not authoritative. New releases of the operations manual must be approved by the Trustees via one of the decision making procedures defined in clause 17 of the [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf).

Releases of the operations manual are denoted with both a tag and branch of the form 'v#', where # is a number. The latest release is the one with the largest number and will be set as the GitBook 'primary' version. The requirement for a branch as well as a tag with the same name is an unfortunate requirement of how the GitBook platform operates; if a tag and branch of the same name ever differ in terms of the commit that they refer to, the tag takes precedence (if you happen to notice an anomaly of this form, please inform the [trustees](mailto:trustees@studentrobotics.org)).

To make a release of this document the following steps must be taken:

1. Ensure that the [Change Log](/v6.1.0/miscellaneous/change-log) is up to date with all modifications made since the previous release.
2. Ensure that the Trustees have approved the release of the new version and it has been recorded in the Trustees' decisions.
3. Set the version number and date for the new version in the Change Log.
4. Create a new version via the GitBook editing interface. This version must have a human-readable name of the form 'Version #' and a 'path' of 'v#' (the 'path' setting in the GitBook interface is what becomes the branch name in the git repository).
5. Set the newly created version as the primary version, such that it is the version presented to a reader when visiting <https://srobo.gitbook.io/ops-manual/>.
6. Create a tag with the same name as the branch just created. This tag must point to the same commit as the current head of the branch. The tag can be created either using the normal git CLI tools or the GitHub web interface.


# Release Versioning

The Operations Manual attempts to follow Semantic Versioning 2.0.0 (<https://semver.org/spec/v2.0.0.html>). Since Semantic Versioning is designed for use with code, it is necessary to clarify what is considered the 'public API' and is helpful to give some examples of changes that will result in the major, minor or patch fields are incremented.

## The Operations Manual Public API

The Operations Manual is the means for the Trustees to define what Student Robotics is, what it stands for and how it operates. There are, in effect, two parts to the 'public API' of the Operations Manual:

* The organisation's interface to the world (the definition of what SR is and what it stands for)
* The Trustee's interface to the rest of the organisation (the structure within the organisation and the interface between those structures and the Trustees)

## Examples of Changes

### Major (X.y.z) Version Increment

* Adding a new organisation value
* Renaming the Core Team to the Competition Programme Committee and redefining its size and scope
* Reducing the period of the Core Team/Competition Programme Committee to 10 months
* Changing the procedure for a team/committee to report to the Trustees
* Re-writing the safeguarding policy such that all Student Robotics volunteers must re-read and understand it

### Minor (x.Y.z) Version Increment

* Adding a new team/committee (e.g. Kit Team)
* Changing the process for releasing a new version of the Operations Manual
* A Trustee changes (added or removed)
* Clarifying wording of things

### Patch (x.y.Z) Version Increment

* Fixing a typo that doesn't change the intended meaning
* Formatting changes


# Change Log

All notable changes to the Operations Manual will be documented on this page.

The format is based on [Keep a Changelog v1.0.0](https://keepachangelog.com/en/1.0.0/), and this project adheres to [Semantic Versioning v2.0.0](https://semver.org/spec/v2.0.0.html) (see the [Release Versioning](/v6.1.0/miscellaneous/release-versioning) page for details of what this means).

Each release of the Operations Manual has an entry on this page. Within this entry changes are broken down into 'Added', 'Changed', 'Removed' and 'Minor Fix'. The first three categories cover modifications that affect the function of the document, whereas the last one includes modifications that do not, for example corrections to typos and formatting. Each entry also includes the date on which it took effect.

## Unreleased ()

## Version 6.1.0 (2019-09-19)

### Added

* [Kit Team](/v6.1.0/annual-robotics-competition/kit-team) page

### Changed

* Details of Trustees
* Name of Competition Programme Team to Competition Team
* Updated layout and headings on Competition Team pages to align with Kit Team pages
* Removed FAQs from Competition Team pages
* Changed other pages to reflect the fact that there are now two key Teams
* Removed 'emergency contact details' from data stored about volunteers
* Recorded use of GSuite to manage organisation

## Version 6.0.0 (2019-06-25)

### Added

* [Release Versioning page](/v6.1.0/miscellaneous/release-versioning) that specifies that the Operations Manual follows Semantic Versioning v.2.0.0 from now on
* Note to [Change Log page](/v6.1.0/miscellaneous/change-log) that clarifies its adherence to Keep a Changelog v1.0.0

### Changed

* Latest hosted version is now available at <https://opsmanual.studentrobotics.org/>
* Use British English spelling 'programme' for the Competition Programme
* Rename 'Core Team' to Competition Programme Committee
* Rewrite the old 'Core Team' page to 'Competition Programme Team' and rewrite the majority of its contents to describe the new structure

## Version 5 (2018-11-29)

### **Added**

* Paragraph referencing code of conduct for volunteers

### **Removed**

* Paragraph explicitly restricting volunteers meeting or contact young people&#x20;

## Version 4 (2018-08-30)

### Added

* Change Log page to document modifications between releases.
* Instructions in the [Making Changes](/v6.1.0/miscellaneous#making-changes-to-this-document) section to ensure that the Trustees have approved the release of a new Operations Manual, the decision to release is recorded, the Change Log is updated with the modifications made and the new version number and date of release is entered into the Change Log.
* Clarification to [Safeguarding](/v6.1.0/about-the-charity/safeguarding) that it is only young people who are participating in Student Robotics activities that volunteers must not meet outside of the supervised environment.
* Examples of who 'those who participate in our community' are in [Purpose](/v6.1.0/about-the-charity/code-of-conduct#1-purpose) section of Code of Conduct.
* Instructions to [Reporting Guidelines](/v6.1.0/about-the-charity/code-of-conduct#6-reporting-guidelines) in Code of Conduct detailing what information to include in a report, how the report is handled and how corner cases, such as the person being accused being one of the people who normally deals with reports, are dealt with.
* Clarification to [Core Team's Expectations of the Trustees](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#core-teams-expectations-of-the-trustees) number 6 that only Trustees have direct access to volunteer dataset and that the Core Team will have to work with the Trustees to make use of it.
* Clarification to [Budgeting Requirements](https://github.com/srobo/ops-manual/tree/0de9c279fbd23502ead6d1167fdd613b8a817851/annual-robotics-competition/money-matters.md#budgeting-requirements) number 5 to remove ambiguity around what the '£1000' is referring to.

### Changed

* Only store geographical region, instead of full postal address, in [volunteer register](https://github.com/srobo/ops-manual/tree/0de9c279fbd23502ead6d1167fdd613b8a817851/annual-robotics-competition/volunteers.md).
* Soften 'expected' to 'will ideally' in Core Team [Defining Features](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#defining-features) section.
* Make Core Team [Defining Feature](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#defining-features) number 2 more all-encompassing.
* Shift dates of Core Team convening and disbanding one month earlier in the year (now convene in June and disband in May). This is to better align with the school year.
* Expect Core Team to run a Competition Program, rather than an explicit annual robotics competition, in [Trustees' Expectations of the Core Team](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#trustees-expectations-of-the-core-team) number 4.

### Removed

* Pre-selection of 10 people to invite to the meeting to form the Core Team in the [Core Team Formation](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#formation) section.
* Sentence explaining why more than eight people are invited to the meeting to form the Core Team in the [Core Team Formation](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#formation) section.
* Explicit list of volunteer details recorded from [Core Team's Expectations of the Trustees](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#core-teams-expectations-of-the-trustees) number 6. (This information is already defined on the [Volunteers](https://github.com/srobo/ops-manual/tree/0de9c279fbd23502ead6d1167fdd613b8a817851/annual-robotics-competition/volunteers.md) page).
* Reference to not giving refunds to paid events from [Consequences of Unacceptable Behaviour](/v6.1.0/about-the-charity/code-of-conduct#5-consequences-of-unacceptable-behaviour) section of Code of Conduct. We don't run paid events, so it isn't relevant.

### Minor Fix

* Make release procedure in [Making Changes to this Document](/v6.1.0/miscellaneous#making-changes-to-this-document) section into a numbered list.
* Make points under [Trustees' Expectations of the Core Team](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#trustees-expectations-of-the-core-team) number 8 (be self-organising) into a numbered list.
* Expand 'SR' into 'Student Robotics' in [Safeguarding](/v6.1.0/about-the-charity/safeguarding).
* Reference Trustees' email address in a more readable manner in [Safeguarding](/v6.1.0/about-the-charity/safeguarding) and [Code of Conduct](/v6.1.0/about-the-charity/code-of-conduct).

## Version 3 (2018-07-09)

The whole Operations Manual has been completely rewritten and bears little resemblance to Version 2, therefore it would not be sensible to try and enumerate all of the changes. Version 3 effectively represents a completely new direction for the Operations Manual and should be viewed as a completely new work.


# Introduction

This manual serves as the primary means for the Student Robotics Trustees to define what Student Robotics is, what it stands for and how it operates. It is not intended as a detailed prescriptive manual of how each activity within the organisation is carried out, but rather as a means to set the foundations upon which the organisation is built.

The latest version is always available to read at <https://srobo.gitbook.io/ops-manual/>. The source of this document is available at <https://github.com/srobo/ops-manual>. Please note that information contained on the 'master' branch of the repository (the 'In Development' version of the GitBook) has not yet been released and is therefore not authoritative.


# About the Charity

Student Robotics is a charity, registered on 18th August 2015 in England and Wales, with registration number 1163168. The charity is an association charitable incorporated organisation (CIO), with a [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf) as its governing document. It is headed by the Trustees who share ultimate responsibility for governing the charity and directing how it is managed and run. The Trustees can always be contacted via email at the following address: <trustees@studentrobotics.org>.

## Meet the Trustees

### David Massey

David is a full time teacher at Hills Road Sixth Form College, teaching physics and electronics A-level. He has been involved in sixth form robotics competitions since 2001 and has taken part in Student Robotics since 2012. He became a Trustee in January 2018.

### Diane Dowling

Diane is Head of Computer Science at Collyer’s Sixth Form College in Horsham, West Sussex and has been involved in Student Robotics as a team Leader since 2013. Diane became a Trustee in January 2018.

### Jimmy Thompson

Jimmy is a software developer by trade, based in London. First volunteering for Student Robotics in 2015, in 2016 he was invited to be a Trustee. His main interests are in building a community of volunteers, software engineering and organisation design.

### Rich Barlow

Rich started helping out with Student Robotics during his second year of his degree, in 2009. Since then he has helped to develop various aspects of SRs operation, including the kit of electronics hardware that has historically been loaned to teams for the duration of the competition. He was one of the founding Trustees when the charity was initially formed.

## Postal Address

The postal address of Student Robotics is shown below. All Trustees have access to mail sent to this address through a web platform.

```
Student Robotics
Lytchett House
13 Freeland Park
Wareham Road
Lytchett Matravers
Poole
Dorset
BH16 6FA
```


# Vision, Mission and Values

## Our Vision

We want to foster a world where engineering and artificial intelligence is accessible to young people.

## Our Mission

To bring the excitement of engineering and the challenge of coding to young people through robotics.

## Our Values

### Accessible

Engineering is for everyone. We believe that anyone should have the opportunity to build and program robots and we are committed to maintaining a diverse set of teams and volunteers. We do not expect participants to be skilled robot builders; we will provide challenges for all abilities and participants will never need any prior experience. We will never charge young people to enter the events that we run.

### Autonomous

Remote control sucks. Programming is everywhere in modern engineering and we want everyone to to be able drive the future. AI is where it’s at and should be at the heart of a robot’s design.

### Open by Default

Sharing is good. Running Student Robotics in the open makes us more resilient, more accessible and more exciting. Unless there is a very good reason not to, all software is open source, all conversations are open, and all documents are public.

### Encourage Creativity

Real life is limitless and so are we (almost!) Engineering in the real world is all about solving problems in new and novel ways. We want to encourage creative and ingenious solutions to problems, so we strive to keep constraints to a minimum.

### Reflect Reality

Engineering is everywhere. There are millions of engineers working in thousands of teams across hundreds of disciplines world-wide solving ever more complex problems. We present a challenge that aims to mirror this and expose people to a broad spectrum of engineering and computer science. Teamwork and communication is key.


# Code of Conduct

## Code of Conduct

### 1. Purpose

A primary goal of Student Robotics is to be inclusive to the largest number of contributors, with the most varied and diverse backgrounds possible. As such, we are committed to providing a friendly, safe and welcoming environment for all, regardless of gender, sexual orientation, ability, ethnicity, socioeconomic status, and religion (or lack thereof).

This code of conduct outlines our expectations for all those who participate in our community, including, but not limited to, volunteers, competitors and team leaders. It further outlines the consequences for unacceptable behaviour.

We invite all those who participate in Student Robotics to help us create safe and positive experiences for everyone.

### 2. Open Source Citizenship

A supplemental goal of this Code of Conduct is to increase open source citizenship by encouraging participants to recognize and strengthen the relationships between our actions and their effects on our community.

Communities mirror the societies in which they exist and positive action is essential to counteract the many forms of inequality and abuses of power that exist in society.

If you see someone who is making an extra effort to ensure our community is welcoming, friendly, and encourages all participants to contribute to the fullest extent, we want to know.

### 3. Expected Behaviour

The following behaviours are expected and requested of all community members:

* Participate in an authentic and active way. In doing so, you contribute to the health and longevity of this community.
* Exercise consideration and respect in your speech and actions.
* Attempt collaboration before conflict.
* Refrain from demeaning, discriminatory, or harassing behaviour and speech.
* Be mindful of your surroundings and of your fellow participants. Alert community leaders if you notice a dangerous situation, someone in distress, or violations of this Code of Conduct, even if they seem inconsequential.
* Remember that community event venues may be shared with members of the public; please be respectful to all patrons of these locations.

### 4. Unacceptable Behaviour

The following behaviours are considered harassment and are unacceptable within our community:

* Violence, threats of violence or violent language directed against another person.
* Sexist, racist, homophobic, transphobic, ableist or otherwise discriminatory jokes and language.
* Posting or displaying sexually explicit or violent material.
* Posting or threatening to post other people’s personally identifying information ("doxing").
* Personal insults, particularly those related to gender, sexual orientation, race, religion, or disability.
* Inappropriate photography or recording.
* Inappropriate physical contact. You should have someone’s consent before touching them.
* Unwelcome sexual attention. This includes, sexualized comments or jokes; inappropriate touching, groping, and unwelcomed sexual advances.
* Deliberate intimidation, stalking or following (online or in person).
* Advocating for, or encouraging, any of the above behaviour.
* Sustained disruption of community events, including talks and presentations.

### 5. Consequences of Unacceptable Behaviour

Unacceptable behaviour from any community member, including sponsors and those with decision-making authority, will not be tolerated.

Anyone asked to stop unacceptable behaviour is expected to comply immediately.

If a community member engages in unacceptable behaviour, the community organizers may take any action they deem appropriate, up to and including a temporary ban or permanent expulsion from the community without warning.

### 6. Reporting Guidelines

If you are subject to or witness unacceptable behaviour, or have any other concerns, please notify a community organizer as soon as possible via <trustees@studentrobotics.org>. All reports will be handled with discretion. In your report please include:

* Your contact information.
* Names (real, nicknames, or pseudonyms) of any individuals involved. If there are additional witnesses, please include them as well. Your account of what occurred, and if you believe the incident is ongoing. If there is a publicly available record (e.g. a mailing list archive, public IRC logger or GitHub discussion), please include a link.
* Any additional information that may be helpful.

After filing a report, a representative will contact you personally, review the incident, follow up with any additional questions, and make a decision as to how to respond. If the person who is harassing you is part of the response team, they will recuse themselves from handling your incident. If the complaint originates from a member of the response team, it will be handled by a different member of the response team. We will respect confidentiality requests for the purpose of protecting victims of abuse.

Additionally, community organizers are available to help community members engage with local law enforcement or to otherwise help those experiencing unacceptable behaviour feel safe. In the context of in-person events, organizers will also provide escorts as desired by the person experiencing distress.

### 7. Addressing Grievances

If you feel you have been falsely or unfairly accused of violating this Code of Conduct, you should notify the Student Robotics Trustees with a concise description of your grievance. Your grievance will be handled in accordance with our existing governing policies.

### 8. Scope

We expect all community participants (contributors, paid or otherwise; sponsors; and other guests) to abide by this Code of Conduct in all community venues–online and in-person–as well as in all one-on-one communications pertaining to community business.

This code of conduct and its related procedures also applies to unacceptable behaviour occurring outside the scope of community activities when such behaviour has the potential to adversely affect the safety and well-being of community members.

### 9. Contact info

<trustees@studentrobotics.org>

### 10. License and attribution

This Code of Conduct is distributed under a [Creative Commons Attribution-ShareAlike license](http://creativecommons.org/licenses/by-sa/3.0/).

Portions of text derived from the [Django Code of Conduct](https://www.djangoproject.com/conduct/) and the [Geek Feminism Anti-Harassment Policy](http://geekfeminism.wikia.com/wiki/Conference_anti-harassment/Policy).

Retrieved on November 22, 2016 from <http://citizencodeofconduct.org/>


# Safeguarding

Everyone has a responsibility to keep children and young people safe. All organisations that come into contact with children should have specific safeguarding policies and procedures in place. This includes voluntary and community organisations, faith groups, private sector providers, as well as schools, hospitals and sports clubs (NSPCC, 2018).

Student Robotics takes child safeguarding very seriously. It is important that young people have the opportunity to participate in competitions and other events in a safe environment.

All young people that a Student Robotics volunteer is working with must be supervised by a responsible adult; this will either be a parent or a teacher who will have overall responsibility for that young person.

Everyone who volunteers with Student Robotics is bound by a [code of conduct ](/v5/about-the-charity/code-of-conduct)that provides a clear expectation of how they will work with others, including competitors and other volunteers.

Student Robotics encourages anyone who is involved in working with young people who are participating in Student Robotics activities to report any safeguarding concerns to the Trustees via <trustees@studentrobotics.org>.


# Annual Robotics Competition

The Student Robotics Competition Program is the main activity of Student Robotics and is how it currently meets its charitable objective set out in its [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf). It consists of an annual program, aligned with the academic year, where teams of 16-19 year-olds (generally in sixth form) partake in an reasonably open-ended engineering challenge to construct autonomous robots. The planning, management and running of the Competition Program is the responsibility of the Core Team and it is up to the Core Team (with guidance from the Trustees) to define what the program will be for a given annual cycle.


# Core Team

The running of the Student Robotics Competition Program is delegated to the Core Team. The Core Team is a group of people who have collectively agreed to take on the responsibility of defining and delivering the Competition Program for a single competition cycle (1 year). They are accountable to the Trustees. The purpose of the information contained within this page is to clearly define the responsibilities of the Core Team and how they interact with the Trustees.

It is important to understand that the Core Team are not expected to, and should not carry out, all of the tasks required to deliver a competition. The Core Team is a select group that has agreed to a higher level of commitment to deliver the Competition Program than general Student Robotics volunteers and they should work with the volunteering community at large to deliver on their commitment.

## Defining Features

The Core Team will ideally possess the following defining features. The reason for these is to ensure diversity and resilience within the team.

1. Be geographically dispersed
2. Reflect the diversity in society
3. Have a range of experience and skills
4. Have some members who have previously competed in an annual competition

## Formation

All registered Student Robotics volunteers are contacted approximately one month before the Core Team is to be convened to invite them to register an interest in being part of the next Core Team. Current members of the Core Team are welcome to register interest for the next annual competition cycle. The Trustees will invite these individuals along to a meeting to form the Core Team. Ideally the Core Team will have no more than eight members, as teams larger than this do not generally operate effectively, and no fewer than five.

The Core Team is (re)convened at the start of the annual competition cycle, around early June. This takes place during a physical meeting (with the option of remote attendance for those who cannot make the physical meeting). At the meeting the Trustees will discuss their expectations of the Core Team, what the Core Team can expect from the Trustees and what responsibilities members of the Core Team will be taking upon themselves. After discussing these points and answering any questions, all attendees (with the exception of the Trustees themselves) will be given the opportunity to join the Core Team. There is absolutely no pressure to join the Core Team if one feels that they cannot commit themselves. Once the Core Team is convened they will be asked to elect a Chairperson and a Treasurer (referred to as the Core Team Treasurer, to distinguish them from the Charity's Trustee Treasurer). After election of a Chairperson and Core Team Treasurer the remaining meeting time will be spent discussing ideas for the next Competition Program, with the Trustees offering guidance and suggestions based upon their past experiences.

At the end of the annual competition cycle, around early May, the Core Team is expected to meet with the Trustees to review the previous Competition Program. This serves as a useful event for both the Core Team to reflect on their achievements and the Trustees to gather as much information as possible to feed into the next competition cycle. After this meeting the Core Team is effectively disbanded. There is approximately a one month gap until the Core Team is next reconvened, allowing everyone to take a break. As mentioned above, previous Core Team members are very welcome to register their interest in being a Core Team member again.

## Expectations/Responsibilities and Roles

### Trustees' Expectations of the Core Team

1. Agree to uphold [Vision, Mission and Values](/v5/about-the-charity/vision-mission-and-values).
2. Operate within the framework defined in this operations manual.
3. Abide by the [Code of Conduct](/v5/about-the-charity/code-of-conduct).
4. Commit to running a Competition Program.
5. Elect a Chairperson and Treasurer who must fulfil the responsibilities of their respective roles.
6. Stick to the most recently approved budget. All members are responsible, not just treasurer.
7. Manage assets owned by the Charity for the purpose of fulfilling the annual robotics competition.
8. Be self-organising:
   1. The Core Team is free to recruit other members into the Core Team, however it is strongly recommended that the Core Team is maintained between 5 and 8 members (inclusive). A team smaller or larger than this will not be able to operate effectively.
   2. The operations manual only requires the roles of Chairperson and Treasurer within the Core Team. The Core Team is free to define other roles within itself as it sees fit.
   3. The Core Team can define any structure below it (i.e. not part of the Core Team itself) and delegate aspects of the Competition Program as it sees fit.
   4. A record of roles created both within and below the Core Team should be kept, along with who is filling them.
   5. Each person in a role should document processes and anything else that they feel relevant relating to their role to help both current and future volunteers This documentation should be licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/).

### Core Team's Expectations of the Trustees

1. Agree to uphold [Vision, Mission and Values](/v5/about-the-charity/vision-mission-and-values).
2. Operate within the framework defined in the [Charity's constitution](https://github.com/srobo/ops-manual/tree/2273a50c07807811ee444f80a7fb14b13f785101/resources/constitution.pdf) and in this operations manual.
3. Abide by and uphold the [Code of Conduct](/v5/about-the-charity/code-of-conduct).
4. Manage all legal requirements relating to running the Charity.
5. Provide long-term direction and planning for the Charity.
6. Maintain a record of SR volunteers containting the details listed on the [Volunteers](/v5/annual-robotics-competition/volunteers) page. Entries on this record will be reviewed every 18 months and entries deleted if the individual does not indicate a continuing desire to volunteer. For now only Trustees will have direct access to this dataset and the Core Team will have to work with the Trustees to use it.
7. Maintain documentation of processes and useful information for both current and future Trustees. This documentation can be found in the[ wiki of the ops-manual git repo](https://github.com/srobo/ops-manual/wiki).
8. Manage fund-raising to ensure that their is sufficient funds for the current and future activities.

### Role of the Chairperson

1. Convene and Chair meetings of the Core Team.
2. Ensure that minutes of Core Team are taken and made available to the trustees and other members of the Core Team.
3. Provide monthly progress reports to Trustees.

### Role of the Core Team Treasurer

1. Prepare a [budget](/v5/annual-robotics-competition/money-matters#budgeting-requirements) for the competition.
2. Seek approval for the budget (from the trustees).
3. Keep financial records (in a form to be agreed with the trustees).
4. Submit final accounts (at the end of the competition cycle).
5. Understand and follow the requirements defined in the [Money Matters](/v5/annual-robotics-competition/money-matters) section.


# Money Matters

A crucial part of the successful delivery of a Competition Program is good money management. The Trustees impart a great degree of freedom on the Core Team and in exchange the Core Team must take responsibility, amongst other things, for ensuring that money is well managed. To help minimise risk for everyone involved, certain requirements are placed upon the Core Team related to money.

The Core Team must draw up a budget for the Competition Program that they are looking to deliver and all spending must be made within this most recently approved budget. It is the responsibility of the Core Team Treasurer to liaise with the Trustees to get a budget approved and to get further approval for certain modifications to a previously approved budget.

## Budgeting Requirements

1. The Trustees are ultimately responsible for how the Charity spends its money. The task of budgeting for a Competition Program is delegated to the Core Team and the Core Team must in turn comply with these requirements.
2. The budget must not be publicly available. This is to avoid suppliers being able to know exactly how much the Charity has to spend on a given service/product.
3. The Trustees must approve a budget before any spending is made towards a Competition Program.
4. The Trustees must approve any increase in the total of a previously approved budget.
5. The Trustees must approve any reallocation of funds between budget lines where the amount being reallocated is greater than £1000. The Core Team is free to reallocate funds between budget lines below this threshold.
6. The budget maintained by the Core Team, as a minimum, must include the following information for each budget line. It may prove helpful to organise budget lines in a hierarchical fashion (where only the leaves of the tree are budget lines and the internal nodes are used to group budget lines).
   1. Short name.
   2. Description (ideally with some information as to how the amount was determined).
   3. Amount.
7. It is advised to include a 10-20% overesitmate in each budget line to allow for unforeseen changes in cost.
8. The Core Team must define and operate a system of authorising spends against lines in an approved budget. Volunteers must never spend their own money expecting reimbursement without some prior agreement from the Core Team or a delegate of the Core Team.
9. At the time of writing, only the Trustees have access to the Student Robotics bank account. Therefore, for the time being, all reimbursement claims must go via the nominated Trustee Treasurer. It is the responsibility of the Core Team Treasurer to ensure that evidence of purchase (receipt/invoice) and a record of the spend against specific budget line(s) is recoded for each transaction. This information must not be made public for the same reason as the budget not being made public (it is also likely to include personal information such as addresses). The Trustee Treasurer may request access to this information.


# Volunteers

Student Robotics would never be able to deliver on its mission without its volunteers. They invest vast quantities of time and effort to make Student Robotics the success that it is. Within Student Robotics a volunteer is defined as an individual who has registered as such.

The register of volunteers is maintained by the Trustees and reviewed every 18 months. If a volunteer indicates that they are no longer interested in being a volunteer when the register is reviewed, or does not respond during the review, their personal details will be deleted. The following information, as a minimum, is recorded for each volunteer:

* Name
* Email Address
* Phone Number
* Geographical Location (i.e. City/Town)
* Emergency Contact Details (name, email and phone number of emergency contact)


# Miscellaneous

## Licensing

This work (the operations manual) is licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/). The authors of this work are: Rich Barlow.

## Making Changes to this Document

The source of this document can be found here: <https://github.com/srobo/ops-manual>. It is maintained by the Trustees of the charity. It is important to note that the information contained within the 'master' branch of the repository has not been released and therefore is not authoritative. New releases of the operations manual must be approved by the Trustees via one of the decision making procedures defined in clause 17 of the [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf).

Releases of the operations manual are denoted with both a tag and branch of the form 'v#', where # is a number. The latest release is the one with the largest number and will be set as the GitBook 'primary' version. The requirement for a branch as well as a tag with the same name is an unfortunate requirement of how the GitBook platform operates; if a tag and branch of the same name ever differ in terms of the commit that they refer to, the tag takes precedence (if you happen to notice an anomaly of this form, please inform the [trustees](mailto:trustees@studentrobotics.org)).

To make a release of this document the following steps must be taken:

1. Ensure that the [Change Log](/v5/miscellaneous/change-log) is up to date with all modifications made since the previous release.
2. Ensure that the Trustees have approved the release of the new version and it has been recorded in the Trustees' decisions.
3. Set the version number and date for the new version in the Change Log.
4. Create a new version via the GitBook editing interface. This version must have a human-readable name of the form 'Version #' and a 'path' of 'v#' (the 'path' setting in the GitBook interface is what becomes the branch name in the git repository).
5. Set the newly created version as the primary version, such that it is the version presented to a reader when visiting <https://srobo.gitbook.io/ops-manual/>.
6. Create a tag with the same name as the branch just created. This tag must point to the same commit as the current head of the branch. The tag can be created either using the normal git CLI tools or the GitHub web interface.


# Change Log

{% hint style="info" %}
Each release of the Operations Manual has an entry on this page. Within this entry changes are broken down into 'Added', 'Changed', 'Removed' and 'Minor Fix'. The first three categories cover modifications that affect the function of the document, whereas the last one includes modifications that do not, for example corrections to typos and formatting. Each entry also includes the date on which it took effect.
{% endhint %}

## Version 5 (2018-11-29)

### **Added**&#x20;

* Paragraph referencing code of conduct for volunteers

### **Removed**

* Paragraph explicitly restricting volunteers meeting or contact young people&#x20;

## Version 4 (2018-08-30)

### Added

* Change Log page to document modifications between releases.
* Instructions in the [Making Changes](/v5/miscellaneous#making-changes-to-this-document) section to ensure that the Trustees have approved the release of a new Operations Manual, the decision to release is recorded, the Change Log is updated with the modifications made and the new version number and date of release is entered into the Change Log.
* Clarification to [Safeguarding](/v5/about-the-charity/safeguarding) that it is only young people who are participating in Student Robotics activities that volunteers must not meet outside of the supervised environment.
* Examples of who 'those who participate in our community' are in [Purpose](/v5/about-the-charity/code-of-conduct#1-purpose) section of Code of Conduct.
* Instructions to [Reporting Guidelines](/v5/about-the-charity/code-of-conduct#6-reporting-guidelines) in Code of Conduct detailing what information to include in a report, how the report is handled and how corner cases, such as the person being accused being one of the people who normally deals with reports, are dealt with.
* Clarification to [Core Team's Expectations of the Trustees](/v5/annual-robotics-competition/core-team#core-teams-expectations-of-the-trustees) number 6 that only Trustees have direct access to volunteer dataset and that the Core Team will have to work with the Trustees to make use of it.
* Clarification to [Budgeting Requirements](/v5/annual-robotics-competition/money-matters#budgeting-requirements) number 5 to remove ambiguity around what the '£1000' is referring to.

### Changed

* Only store geographical region, instead of full postal address, in [volunteer register](/v5/annual-robotics-competition/volunteers).
* Soften 'expected' to 'will ideally' in Core Team [Defining Features](/v5/annual-robotics-competition/core-team#defining-features) section.
* Make Core Team [Defining Feature](/v5/annual-robotics-competition/core-team#defining-features) number 2 more all-encompassing.
* Shift dates of Core Team convening and disbanding one month earlier in the year (now convene in June and disband in May). This is to better align with the school year.
* Expect Core Team to run a Competition Program, rather than an explicit annual robotics competition, in [Trustees' Expectations of the Core Team](/v5/annual-robotics-competition/core-team#trustees-expectations-of-the-core-team) number 4.

### Removed

* Pre-selection of 10 people to invite to the meeting to form the Core Team in the [Core Team Formation](/v5/annual-robotics-competition/core-team#formation) section.
* Sentence explaining why more than eight people are invited to the meeting to form the Core Team in the [Core Team Formation](/v5/annual-robotics-competition/core-team#formation) section.
* Explicit list of volunteer details recorded from [Core Team's Expectations of the Trustees](/v5/annual-robotics-competition/core-team#core-teams-expectations-of-the-trustees) number 6. (This information is already defined on the [Volunteers](/v5/annual-robotics-competition/volunteers) page).
* Reference to not giving refunds to paid events from [Consequences of Unacceptable Behaviour](/v5/about-the-charity/code-of-conduct#5-consequences-of-unacceptable-behaviour) section of Code of Conduct. We don't run paid events, so it isn't relevant.

### Minor Fix

* Make release procedure in [Making Changes to this Document](/v5/miscellaneous#making-changes-to-this-document) section into a numbered list.
* Make points under [Trustees' Expectations of the Core Team](/v5/annual-robotics-competition/core-team#trustees-expectations-of-the-core-team) number 8 (be self-organising) into a numbered list.
* Expand 'SR' into 'Student Robotics' in [Safeguarding](/v5/about-the-charity/safeguarding).
* Reference Trustees' email address in a more readable manner in [Safeguarding](/v5/about-the-charity/safeguarding) and [Code of Conduct](/v5/about-the-charity/code-of-conduct).

## Version 3 (2018-07-09)

The whole Operations Manual has been completely rewritten and bears little resemblance to Version 2, therefore it would not be sensible to try and enumerate all of the changes. Version 3 effectively represents a completely new direction for the Operations Manual and should be viewed as a completely new work.


# Introduction

This manual serves as the primary means for the Student Robotics Trustees to define what Student Robotics is, what it stands for and how it operates. It is not intended as a detailed prescriptive manual of how each activity within the organisation is carried out, but rather as a means to set the foundations upon which the organisation is built.

The latest version is always available to read at <https://opsmanual.studentrobotics.org/>. The source of this document is available at <https://github.com/srobo/ops-manual>. Please note that information contained on the 'master' branch of the repository (the 'In Development' version of the GitBook) has not yet been released and is therefore not authoritative.


# About the charity

Student Robotics is a charity, registered on 18th August 2015 in England and Wales, with registration number 1163168. The charity is an association charitable incorporated organisation (CIO), with a [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf) as its governing document.

## Postal Address

The postal address of Student Robotics is shown below.

```
Student Robotics
Lytchett House
13 Freeland Park
Wareham Road
Lytchett Matravers
Poole
Dorset
BH16 6FA
```


# Vision, mission and values

## Our Vision

We want to foster a world where engineering and artificial intelligence is accessible to young people.

## Our Mission

To bring the excitement of engineering and the challenge of coding to young people through robotics.

## Our Values

### Accessible

Engineering is for everyone. We believe that anyone should have the opportunity to build and program robots and we are committed to maintaining a diverse set of teams and volunteers. We do not expect participants to be skilled robot builders; we will provide challenges for all abilities and participants will never need any prior experience. We will never charge young people to enter the events that we run.

### Autonomous

Remote control sucks. Programming is everywhere in modern engineering and we want everyone to to be able drive the future. AI is where it’s at and should be at the heart of a robot’s design.

### Open by Default

Sharing is good. Running Student Robotics in the open makes us more resilient, more accessible and more exciting. Unless there is a very good reason not to, all software is open source, all conversations are open, and all documents are public.

### Encourage Creativity

Real life is limitless and so are we (almost!) Engineering in the real world is all about solving problems in new and novel ways. We want to encourage creative and ingenious solutions to problems, so we strive to keep constraints to a minimum.

### Reflect Reality

Engineering is everywhere. There are millions of engineers working in thousands of teams across hundreds of disciplines world-wide solving ever more complex problems. We present a challenge that aims to mirror this and expose people to a broad spectrum of engineering and computer science. Teamwork and communication is key.


# Governance

## Trustees

The Trustees share ultimate responsibility for governing the charity and directing how it is managed and run. The role of the trustees is defined in the [constitution](https://github.com/srobo/ops-manual/blob/links_fixing/resources/constitution.pdf).

The current trustees are:

#### David Massey

David is a retired teacher from Hills Road Sixth Form College, teaching physics and electronics A-level. He has been involved in sixth form robotics competitions since 2001 and has taken part in Student Robotics since 2012. He became a Trustee in January 2018.

#### Diane Dowling

Diane works for the Raspberry Pi Foundation. She was previously Head of Computer Science at a Collyer's Sixth Form College in Horsham and has been involved in Student Robotics as a team supervisor since 2013. Diane became a Trustee in January 2018.

#### Thomas Scarsbrook

Thomas, more commonly known as "Scarzy", is an electronics consultant based in Surrey. He started volunteering for Student Robotics when he joined Southampton Uni in 2009, and became a trustee in November 2020.

The Trustees can always be contacted via email at the following address: <trustees@studentrobotics.org>.

## Members

Volunteers may choose to become a "Member" of the charity. This has no impact on their ability to volunteer for Student Robotics, but creates an opportunity for them to have more of a say in the long term direction of the charity. The role of a member is defined in the [constitution](https://github.com/srobo/ops-manual/blob/links_fixing/resources/constitution.pdf). Members must be approved by the trustees.

If a volunteer wishes to become a member of the charity, they should e-mail the trustees with the following details:

* Name (first name and surname)
* Email (alternative email to that issued by SR)
* Home address

The register of members is available for inspection by application to the trustees.


# Volunteers

Student Robotics would not be able to deliver on its mission without its volunteers. They invest vast quantities of time and effort to make Student Robotics the success that it is. Within Student Robotics a volunteer is defined as an individual who has registered as such and is aged 18 or over. Volunteers must not be competing in the Student Robotics competition.

The register of regular volunteers is maintained on the Google GSuite organisation for Student Robotics and reviewed every 18 months. If a volunteer indicates that they are no longer interested in being a volunteer when the register is reviewed, or does not respond during the review, their personal account will be suspended and later deleted in line with the [data retention policy](/master/about-the-charity/gdpr_policy/data_retention). The following information, as a minimum, is recorded for each volunteer:

* Name (first name and surname)
* Email (alternative email to that issued by SR)

Temporary volunteers for specific events will be kept in a record by the organising committee, and be kept according to the [data retention policy](/master/about-the-charity/gdpr_policy/data_retention).

Each volunteer is required to abide by the [code of conduct ](/master/about-the-charity/code-of-conduct)and to observe the [safeguarding policy](https://github.com/srobo/ops-manual/blob/links_fixing/about-the-charity/safeguarding.md).


# Code of conduct

### 1. Purpose

A primary goal of Student Robotics is to be inclusive to the largest number of contributors, with the most varied and diverse backgrounds possible. As such, we are committed to providing a friendly, safe and welcoming environment for all, regardless of gender, sexual orientation, ability, ethnicity, socioeconomic status, and religion (or lack thereof).

This code of conduct outlines our expectations for all those who participate in our community, including, but not limited to, volunteers, competitors and team supervisors. It further outlines the consequences for unacceptable behaviour.

We invite all those who participate in Student Robotics to help us create safe and positive experiences for everyone.

### 2. Open source citizenship

A supplemental goal of this Code of Conduct is to increase open source citizenship by encouraging participants to recognize and strengthen the relationships between our actions and their effects on our community.

Communities mirror the societies in which they exist and positive action is essential to counteract the many forms of inequality and abuses of power that exist in society.

If you see someone who is making an extra effort to ensure our community is welcoming, friendly, and encourages all participants to contribute to the fullest extent, we want to know.

### 3. Expected behaviour

The following behaviours are expected and requested of all community members:

* Participate in an authentic and active way. In doing so, you contribute to the health and longevity of this community.
* Exercise consideration and respect in your speech and actions.
* Attempt collaboration before conflict.
* Refrain from demeaning, discriminatory, or harassing behaviour and speech.
* Be mindful of your surroundings and of your fellow participants. Alert community leaders if you notice a dangerous situation, someone in distress, or violations of this Code of Conduct, even if they seem inconsequential.
* Remember that community event venues may be shared with members of the public; please be respectful to all patrons of these locations.

### 4. Unacceptable behaviour

The following behaviours are considered harassment and are unacceptable within our community:

* Violence, threats of violence or violent language directed against another person.
* Sexist, racist, homophobic, transphobic, ableist or otherwise discriminatory jokes and language.
* Posting or displaying sexually explicit or violent material.
* Posting or threatening to post other people’s personally identifying information ("doxing").
* Personal insults, particularly those related to gender, sexual orientation, race, religion, or disability.
* Inappropriate photography or recording.
* Inappropriate physical contact. You should have someone’s consent before touching them.
* Unwelcome sexual attention. This includes, sexualized comments or jokes; inappropriate touching, groping, and unwelcomed sexual advances.
* Deliberate intimidation, stalking or following (online or in person).
* Advocating for, or encouraging, any of the above behaviour.
* Sustained disruption of community events, including talks and presentations.

### 5. Consequences of unacceptable behaviour

Unacceptable behaviour from any community member, including sponsors and those with decision-making authority, will not be tolerated.

Anyone asked to stop unacceptable behaviour is expected to comply immediately.

If a community member engages in unacceptable behaviour, the community organizers may take any action they deem appropriate, up to and including a temporary ban or permanent expulsion from the community without warning.

### 6. Reporting guidelines

If you are subject to or witness unacceptable behaviour, or have any other concerns, please notify the Trustees as soon as possible via <trustees@studentrobotics.org>. All reports will be handled with discretion. In your report please include:

* Your contact information.
* Names (real, nicknames, or pseudonyms) of any individuals involved. If there are additional witnesses, please include them as well. Your account of what occurred, and if you believe the incident is ongoing. If there is a publicly available record (e.g. Slack or GitHub discussion), please include a link.
* Any additional information that may be helpful.

After filing a report, a Trustee will contact you personally, review the incident, follow up with any additional questions, and the Trustees will make a decision as to how to respond. If a report is raised against a Trustee, they will be recused from handling the incident. All reports will be treated in confidence.

### 7. Addressing grievances

If a complaint has been raised against you, the Trustees will notify you regarding the nature of the concern, and arrange a meeting to discuss what has been raised and possible routes forward. Confidentiality of the complainant(s) will be respected.

If you feel you have been falsely or unfairly accused of violating this Code of Conduct, you should notify the Trustees with a concise description of your grievance. Your grievance will be handled in accordance with our existing governing policies.

### 8. Scope

This code of conduct applies to all those who participate in our community, including, but not limited to, volunteers, competitors, team supervisors, and other guests.

We expect all participants to abide by this Code of Conduct in all venues – online and in-person – as well as in all communications pertaining to SR business. This code of conduct and its related procedures also applies to unacceptable behaviour occurring outside the scope of SR activities when such behaviour has the potential to adversely affect the safety and well-being of SR participants.

### 9. Contact info

<trustees@studentrobotics.org>

### 10. License and attribution

This Code of Conduct is distributed under a [Creative Commons Attribution-ShareAlike license](http://creativecommons.org/licenses/by-sa/3.0/).

Portions of text derived from the [Django Code of Conduct](https://www.djangoproject.com/conduct/) and the [Geek Feminism Anti-Harassment Policy](http://geekfeminism.wikia.com/wiki/Conference_anti-harassment/Policy).

Retrieved on November 22, 2016 from <http://citizencodeofconduct.org/>


# Safeguarding

## Introduction

Safeguarding means protecting children and vulnerable adults from abuse and maltreatment and taking action to enable all children and vulnerable adults to have the best outcomes.

Student Robotics takes safeguarding very seriously. Everyone who volunteers with Student Robotics has a responsibility for the welfare of the young people who participate in our events. Most of these young people are below the age of 18, so are children in the eyes of the law. Competitors over the age of 18 may still need safeguarding, for example, a competitor may have a learning disability which would classify them as a vulnerable young adult. For consistency, all competitors should be categorised as children for the context of safeguarding. It is important that every young person has the opportunity to participate in competitions and other events in an environment where they feel safe.

It is a requirement that all young people that a Student Robotics volunteer is working with must be supervised by a responsible adult; this will either be a parent or a teacher who will have overall responsibility for that young person. However, we must also put in place procedures to ensure that any safeguarding concerns are identified and dealt with. This policy lays down the procedures that must be followed to protect the young people we work with.

## Key Points

* All volunteers must read and understand this policy
* Student Robotics will appoint a safeguarding lead with overall responsibility for safeguarding
* All events involving young people participation will have a designated Safeguarding Officer in attendance at the event
* All safeguarding concerns must be reported to the designated Safeguarding Officer or Safeguarding Lead
* All volunteers must undertake basic safeguarding training on a recurring basis
* Volunteers must avoid being in 1-to-1 situations with young people, including contact online via e-mail, social media, etc.
* Volunteers must act within appropriate boundaries, even in difficult situations.
* If a volunteer is in an existing relationship with a competitor this must be flagged up to the safeguarding lead

## Safeguarding Lead

One of the trustees is designated as safeguarding lead and has overall responsibility for safeguarding. The Safeguarding Lead is responsible for:

* Making sure that the safeguarding policy is up to date
* Making sure that all volunteers receive basic training
* Making sure that all volunteers understand how to report safeguarding concerns
* Making sure that every event has a named Safeguarding Officer&#x20;
* Dealing with safeguarding concerns
* Maintaining records of any safeguarding issues
* Notifying the relevant external agencies about any relevant safeguarding issues

The current Safeguarding Lead is: Thomas Scarsbrook ("Scarzy"). They can be contacted at: <safeguarding@studentrobotics.org>.

## Safeguarding Officers

A Safeguarding Officer will be appointed for every event. The Safeguarding Officer is responsible for:

* Receiving additional training on how to handle safeguarding concerns
* Being present at their designated event to provide onsite safeguarding support
* Dealing with safeguarding concerns at the event
* Reporting all safeguarding concerns for the event

If the event runs at multiple locations then a different safeguarding officer will be appointed for each location. All locations will be provided with a list of contact details for the Safeguarding Lead and all current Safeguarding Officers. In the event that the appointed Safeguarding Officer is unable to handle an issue these details can be used to seek additional support.

If the event occurs at a single location or across multiple days then a standby Safeguarding Officer will be appointed to pick up responsibilities if the primary officer is unavailable.

For virtual events the Safeguarding Officer must be available and able to provide support, but does not need to be physically present at any specific location.

The Safeguarding Officer will be appointed by the Safeguarding Lead, but should be requested by the team organising the event.

## 1-to-1 situations

A 1-to-1 situation is one where a volunteer is alone with a young person. This can be both in-person or virtually. These situations should be avoided, both for the protection of the young person and also to protect the volunteer, should an action be misinterpreted or an allegation made. If a volunteer finds themselves in an unexpected 1-to-1 situation, they should always immediately request the company of another responsible adult and report the situation to the designated Safeguarding Officer or to the Safeguarding Lead.

## On-line forums, messaging services and social media

It is important that all on-line communications between volunteers and young people are carried out over official Student Robotics channels that are open to everyone in the organisation. Private communication channels are not to be used. Responsibility for ensuring that communications are appropriate and good-spirited is the responsibility of all volunteers. Any inappropriate language or behaviour must be challenged immediately and any concerns must be reported as a safeguarding issue (and will be dealt with by the Safeguarding Lead).

## Relationships

Personal relationships between volunteers and young people are not appropriate, either as a friendship or a partner. Even if everyone is of a sufficiently legal age, the fact volunteers are in a position of trust makes them inappropriate.

Many of our volunteers are young and it is possible that they may be in an existing relationship with a young person who participates in one of our events. If a volunteer is in this situation, they must alert the Safeguarding Lead, and specific guidance on appropriate conduct will be given. In all instances, we would expect the volunteer to avoid 1-to-1 contact with the young person during the course of an event and for there to be no personal communication using official communication channels.

## Safeguarding incidents

It is impossible to list all possible incidents. Safeguarding training will cover situations that may arise such as:

* Young people arriving at an event without a responsible adult
* Inappropriate contact between an adult and a young person
* Bullying or harassment of young people

## Disclosure

This occurs when a young person tells a volunteer something that is of concern. This is an unlikely situation, but it could happen.&#x20;

Safeguarding training will cover the “do’s and don’ts” of dealing with disclosures. The key points are:

* Allow them to speak without interruption
* Don’t prompt or ask leading questions; listen carefully and ask for clarification if things are unclear
* Accept what is said, be understanding and reassuring. Do not give your opinion
* Afterwards write down what you have been told, using the exact words if possible including the date, time, place and people present
* Don’t promise to keep anything secret - you must tell the young person that you will need to pass the information on to the Safeguarding Lead
* If there is immediate danger seek help from the designated Safeguarding Officer, the Safeguarding Lead, or the emergency services

## Reporting incidents

All safeguarding incidents and concerns must be reported as soon as possible to the designated Safeguarding Officer at an event or to the Safeguarding Lead. If the concern relates to the Safeguarding Lead, it should be reported to the other trustees.

Reports must be made on the official Student Robotics safeguarding incident form which will ask for the following information:

* Your contact details
* Names (real, nicknames, or pseudonyms) of any individuals involved. If there are additional witnesses, please include them as well.
* Your account of what happened, and if you believe the incident is ongoing.
* Any available record of what occurred.
* Any additional information that may be helpful.

Details should be as accurate as possible, word for word if possible.

Should a concern need immediate attention, it must be raised in person with the designated Safeguarding Officer, the Safeguarding Lead, or by alerting the trustees. If you are unable to get hold of someone, you should seek advice from a team supervisor who should be trained in safeguarding procedures, or in extremis; the emergency services.

## Protecting volunteers/young people

The safety of all involved in Student Robotics events is of prime importance to Student Robotics. As such, Student Robotics will always act to support anyone involved in a safeguarding incident, be it the young people involved, the person who reported the concern, or the volunteer involved.


# DBS

Disclosure and Barring Service (DBS) checks, formerly known as CRB checks, are where a person's records are checked to identify past criminal activity, which may present issues for another role. DBS checks are a vital part of the safeguarding process.

## Types of check

There are various levels of DBS check, and different roles may require different levels of check. For most roles within Student Robotics, a DBS check is not required. However volunteers in roles with greater exposure to young people may be required to undergo a DBS check. Volunteers will be notified by the Safeguarding Lead if a role they are undertaking requires a DBS check.

## DBS Checks from other roles

If you have a DBS check for another organisation, it may or may not be possible to consider it for use with Student Robotics. Please contact the Safeguarding Lead to see if this applies.


# Money matters

A crucial aspect of running a charity is good money management. The Trustees are ultimately responsible for fund raising and deciding how the charity spends its money. The financial year starts on 1 August and the Trustees draw up an annual budget to allow the charity to fulfil its charitable purpose(s). One of the Trustees acts in the role of treasurer to the charity and maintains the definitive financial records which are submitted to the Charity Commission along with the annual report.

The task of detailed budgeting for each team's activities is delegated to their committees. The Trustees impart a great degree of financial freedom to committees and, in exchange, the committees take responsibility for ensuring that money is well managed. Each committee must have a named person to act in the role of team treasurer. To help minimise risk for everyone involved, certain requirements are placed upon the committees, related to money, and these are detailed below.

## Budgeting Requirements - Committees

1. Each committee must draw up a budget for the programme that they are looking to deliver and seek approval for the budget from the Trustees.
2. The Trustees must approve a budget before any spending is committed or incurred.
3. The budget(s) must not be publicly available. This is to avoid suppliers being able to know exactly how much the charity has to spend on a given service/product.
4. All spending must be made within the most recently approved budget. It is the responsibility of each team committee to liaise with the Trustees to get a budget approved and to gain approval for any modifications to a previously approved budget.
5. The Trustees must approve any reallocation of funds between budget lines where the amount being reallocated is greater than £1000. The committees are free to reallocate funds between budget lines below this threshold.
6. The budget maintained by the committees must include, as a minimum, the following information for each budget line.
   * Short name
   * Description (ideally with some information as to how the amount was determined)
   * Amount
7. It is advised that a 10% contingency is allocated to each budget line to allow for unforeseen changes in cost.
8. Each committee must define and operate a system of authorising spends against lines in an approved budget. Volunteers must never spend their own money expecting reimbursement without explicit prior agreement from the team committee.
9. Only the Trustees have access to the SR bank account. Therefore, all reimbursement claims must go via the Trustees. It is the responsibility of each team treasurer to ensure that evidence of purchase/expenditure (receipt/invoice) and a record of the spend against specific budget line(s) is recorded for each transaction. This information must not be made public for the same reason as the budget not being made public (it is also likely to include personal information such as addresses). The Trustees may request access to this information at any time.


# GDPR

## What is personal information?

Personal information is any kind of data that could be used to identify you as an individual. This includes the obvious kinds, such as your name, but also less obvious kinds such as e-mail addresses.

## The type of personal information we collect

Student Robotics collects various types of personal information for various purposes.

For anyone involved in Student Robotics (including competitors and volunteers), the following personal information might be collected;

* Names
* E-mail addresses
* Usernames
* Age
* Ethnicity

For Student Robotics volunteers, including members, the following other types of personal information might be collected;

* Address
* Phone number

## How we get the personal information and why we have it

Most personal information we collect is provided directly by you.

In some cases, it is possible that competitor information may be supplied by their team supervisor.

We also receive some data from third parties through you interacting with our services provided by them, e.g. GitHub, Discord, etc.

## How we store your personal information

Personal information is typically stored either digitally, or on paper.

Digitally; personal information is stored privately on servers managed by Student Robotics. Access to this information is restricted to a minimal number of Student Robotics volunteers. This will include the the volunteers processing it, the committee overseeing it, and the Trustees.

Paper copies will be scanned and stored digitally where possible. When this is not possible, the paper copy will be stored in a secure manner by the Trustees.

## How long we store personal information

Personal information is stored in accordance with our [data retention policy](/master/about-the-charity/gdpr_policy/data_retention). This is separated into a separate policy as it includes a number of edge cases.

As a rule of thumb data is kept for about 4-6 years.

## Disposal of personal information

Once the personal information is no longer required by our data retention policy it will be disposed of. Digital data will be deleted. Paper copies will be shredded and the waste put into local waste management facilities.

The disposal of personal or sensitive data will be confirmed by a two people, including the person doing the disposal and a member of the relevant committee/Trustees. Confirmation of the destruction will be e-mailed to <gdpr@studentrobotics.org> referencing only a case number, the SR year or event name.

## Sharing of personal information

We use third party organisations or individuals to enable us to provide our services. These may, for example, provided virtual storage or computing services, or manage e-mails. Student Robotics verifies that these third parties state how they use the information. These privacy policies will be made available on request.

## Your rights

Under data protection law, you have rights including:

* Your right of access - You have the right to ask us for copies of your personal information.
* Your right to rectification - You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
* Your right to erasure - You have the right to ask us to erase your personal information in certain circumstances.
* Your right to restriction of processing - You have the right to ask us to restrict the processing of your personal information in certain circumstances.
* Your right to object to processing - You have the the right to object to the processing of your personal information in certain circumstances.
* Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.

You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you. Please contact us at <gdpr@studentrobotics.org> if you wish to make a request.

## Any concerns?

If you have any concerns or questions about our use of your personal information, you can make a complaint to us at <gdpr@studentrobotics.org>.

You can also complain to the ICO if you are unhappy with how we have used your data. The ICO’s address:\
Information Commissioner’s Office Wycliffe House Water Lane Wilmslow Cheshire SK9 5AF

Helpline number: 0303 123 1113 ICO website: <https://www.ico.org.uk#> GDPR Policy


# Data retention

This policy defines how long personal information will be kept by Student Robotics.

This policy covers all personal information with a sensitive nature in the possession or control of Student Robotics, regardless of how the information is held.

This policy is subject to change, and will be superseded by any obligation of Student Robotics to comply with regulation, litigation, or law enforcement.

Data may persist in a backup for 1 additional year in all situations.

| Situation                              | What is stored                     | Duration                                                                                                                                                                                                                                                                                                   | Justification                                                                                                                                                              |
| -------------------------------------- | ---------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Competitor contact information         | Personal information               | 6 years after final participation in Student Robotics                                                                                                                                                                                                                                                      | To understand who was involved in the event a concern is later reported.                                                                                                   |
| Volunteer/Member contact information   | Personal and sensitive information | 4 years after final participation in Student Robotics, or 6 years after an event they attended, whichever is longer. At the end of which the information will be reduced to name, date of birth/age, and Student Robotics e-mail address which will persist for 100 years from the record's creation date. | <p>To understand who was involved in the event a concern is later reported.<br>Preservation of basic information is to enable easy re-integration in Student Robotics.</p> |
| Incident involving personal injury     | Personal and sensitive information | 4 years after incident or 4 years after victim turns 18, whichever is later                                                                                                                                                                                                                                | Fight a case – Limitation act 1980                                                                                                                                         |
| Incident not involving personal injury | Personal information               | 7 years after incident                                                                                                                                                                                                                                                                                     | Fight a case – Limitation act 1980                                                                                                                                         |
| Safeguarding incident - perpetrator    | Personal and sensitive information | 100 years after case closure. In the event of the allegation being disproved, the record will be updated to state as such, and will be preserved for a further 1 year, or until 4 years after the event, whichever is later.                                                                               | Required for providing evidence to relevant authorities.                                                                                                                   |
| Safeguarding incident - victim         | Personal and sensitive information | 7 years after last communication with alleged victim or their family                                                                                                                                                                                                                                       | Required for providing evidence to relevant authorities                                                                                                                    |


# Internal structure

The Student Robotics Competition Programme is the main activity of Student Robotics and is how it currently meets its charitable objective set out in its [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf). It consists of an annual programme, aligned with the academic year, where teams of 16-19 year-olds (generally in sixth form) take part in an reasonably open-ended engineering challenge to construct autonomous robots.

This section details the organisation of volunteer teams that deliver this programme.

The teams are as follows:

* [Competition team](/master/internal-structure/competition-team) responsible for the planning, management and delivery of the competition programme for a given annual cycle.
* [Fundraising team](/master/internal-structure/fundraising-team) responsible for seeking new sponsors and managing the relationship with sponsors.
* [Infrastructure team](/master/internal-structure/infrastructure-team) responsible for maintaining the software services that support the competition programme.
* [Kit team](/master/internal-structure/kit-team) responsible for developing the robotics kit and providing and supporting kits to allow teams to compete in the competition programme.
* [Marketing team](/master/internal-structure/marketing-team) responsible for promoting the organisation to attract new teams, sponsors and volunteers.
* [Volunteer onboarding team](https://github.com/srobo/ops-manual/blob/links_fixing/internal-structure/volunteer-onboarding-team.md) responsible for inducting and supporting new volunteers.


# Team structure and operation

Each team is a group of volunteers that work together to deliver the team's purpose.

Each team is led by a committee: a group of three people who are ultimately responsible for ensuring that the work of the team is carried out in the manner expected by the Trustees, coherent with the values of Student Robotics. Each committee is accountable to the Trustees and its responsibilities are defined in the list of [common responsibilities](/master/internal-structure/common-responsibilities).

Volunteers apply to join a team through its committee. Volunteers can apply to join a team at any time and the committee should not unreasonably restrict membership of the team.

The competition team and its committee operates on an 12-month cycle running from early July to the end of June the following year. All other committees operate on a 24-month cycle running from early July in year one to the end of June in year three. The process for formation and dissolution of committees is [explained here](/master/internal-structure/committee-formation).

## Team meetings and documentation

A committee is responsible for organising and running team meetings. These will be published in the SR Google calendar and should be open for any volunteer to attend. It is up to each committee to determine how minutes are taken, the format of the minutes, and where they are stored but this information must be shared with team members and should be accessible to all of the team. Key decisions must be recorded in the decision log which is shared across the organisation.

## Allocation of work

A committee is responsible for making sure that work is allocated fairly and that the workload of each team member is monitored. Volunteers must have the opportunity to say "no" to work that they feel unable to do and to alert the committee if they are struggling with their workload. The committee must do their best to make sure that the team has sufficient volunteers to carry out the work of the team.

## Budget and financial records

A budget will be made available to support the work of each team. One named member of each committee must act as the team treasurer and the responsibility for the budget will be delegated to this committee member. The team treasurer will be able to approve spending within the allocated budget and must ensure that all expenditure is authorised in advance of being incurred and that appropriate records are kept.


# Competition team

## Purpose

The Competition Team is responsible for defining and delivering the SR Competition Programme ('the competition programme') for a single competition cycle.

The competition programme includes, but is not limited to:

* Working with the [marketing team ](/master/internal-structure/marketing-team)to recruit teams from schools and colleges
* Determining a fair method for selecting teams if over subscribed
* Communicating with school/college team supervisors throughout
* Liaising with the [kit team](/master/internal-structure/kit-team) to agree the number of teams and number of locations that can be supported
* Devising a challenge
* Organising and running Kickstart
* Organising and running Tech days
* Organising and running the Competition final
* Training sufficient volunteers to support planned events
* Health and Safety and Safeguarding at events
* Gathering metrics throughout the competition cycle

[The way that the team is structured and operates](/master/internal-structure/team-operations) is consistent with all of the other SR teams.


# Fundraising team

## Purpose

The Fundraising and Sponsorship Team is responsible for securing funding for the current and future competition cycles.

This includes, but is not limited to:

* Identifying and reaching out to potential sponsors
* Maintaining a record of contacts and communications
* Managing the relationship with sponsors
* Ensuring all perks due to sponsors are supplied in a timely manner
* Working with the marketing team to review the effectiveness of sponsorship and fundraising material
* Working closely with the Trustees on all matters relating to sponsors

[The way that the team is structured and operates](/master/internal-structure/team-operations) is consistent with all of the other SR teams.


# Infrastructure team

## Purpose

The Infrastructure Team is responsible for providing and maintaining the computing infrastructure required for the other teams to operate.

This includes, but is not limited to:

* Setting up and maintaining servers to support SR operations including the deployment of the public facing web site
* Setting up and maintaining the organisation's domains (studentrobotics.org and srobo.org)
* Maintaining the security of the infrastructure and related services
* Setting up and maintaining the structure of GitHub organisations and permissions
* Setting up and maintaining G-Suite accounts for SR volunteers, teams and committees
* Providing support and guidance with regards to best-practices to other teams or volunteers on infrastructure and services where possible
* Maintaining a list of core services (i.e. services central to Student Robotics operation)
* Maintaining a list of team services (i.e. services maintained especially for and in collaboration with another team)
* Ensuring continuous/enduring access to SR services

The infrastructure team is **not** responsible for content beyond ensuring it does not break other functionality

[The way that the team is structured and operates](/master/internal-structure/team-operations) is consistent with all of the other SR teams.


# Kit team

## Purpose

The Kit Team is tasked with developing and maintaining the SR Kit, and to provide a Kit Service to enable the SR Competition Programme.

The Kit is defined as the hardware and software (including software services) that are provided to school teams to enable them to take part in the annual robotics competition.

The Kit Service includes, but is not limited to:

* Provision of sufficient working kit to meet the needs of the [Competition Team](/master/internal-structure/competition-team)
  * Delivery of kit to event location(s) as agreed with Competition Team
  * Checking kit out to teams at events
  * Shipping kits to teams that cannot attend an event
  * Collecting and holding disclaimer forms for kit issued
  * Dealing with any kit problems and issuing replacement parts as needed throughout the competition cycle
  * Providing technical documentation for competitors and for volunteers
  * Providing technical support to competitors and volunteers (both remote and in-person at events)
  * Recovering and checking kit following a competition cycle
  * Dealing with requests for late return of kit
  * Chasing any missing kit including kit not returned
  * Storing the kit safely
  * Maintaining an inventory of the kit

The team is also responsible for:

* Communicating a strategic vision for the kit
* Developing kit for future competitions
* Ensuring that kit is deployed only for the purposes of delivering the Student Robotics Competition Programme or as directed by the Trustees

[The way that the team is structured and operates](/master/internal-structure/team-operations) is consistent with all of the other SR teams.


# Marketing team

## Purpose

The marketing team are responsible for attracting new sponsors, competitor teams and volunteers. Their work includes, but is not limited to:

* managing website content
* making effective use of social media channels
* producing and procuring marketing materials
* managing SR brand assets
* writing the annual report

[The way that the team is structured and operates](/master/internal-structure/team-operations) is consistent with all of the other SR teams.


# Volunteer onboarding team


# Committee formation and dissolution

### Committee cycles

The **competition team** and its committee operates on an 12-month cycle running from the beginning of July to the end of June the following year. All **other committees** operate on a 24-month cycle running from the beginning of July in year one to the end of June two years later.

### Dissolution

At the end of the term of office, each committee is invited to meet with the Trustees to review the progress made. This serves as a useful event for both the committee, to reflect on their achievements, and the Trustees, to gather as much information as possible to feed into the new cycle. It is expected that the committee will get the views of the wider team before the meeting. After the review meeting, the team and its committee is stood down.

The dissolution of the team allows other volunteers a chance to stand for the committee. This is healthy for the organisation and ensures that it is not over-dependent on a small set of volunteers. There should be no expectation that committee members will be reappointed at the end of their term of office and nothing should be read into the fact that one or more members are not reappointed. The trustees will always take the long term view.

### Eligibility

All registered volunteers are invited to express an interest in a place on a committee. Committee members are selected from applicants who have relevant skills and experience. Preference is given to volunteers who have actively participated in the work of the relevant team.

### Registration of Interest

Approximately three weeks before the new committee is to be formed, eligible volunteers (including previous members of the committee) are invited to express an interest in being part of the next committee.

### Supporting information

The Trustees discuss their expectations for the coming cycle (based on feedback from the previous cycle) and decide on the direction in which they would like the work of the teams to be taken and where they would like the new committee to focus their efforts. For example, it may be the case that the Trustees would like to increase the number of kits available, expand the number of female participants, or they may want a focus on increasing volunteer engagement. This information is communicated to applicants who will be invited to provide additional information in support of their application.

### Formation

Each committee is formed, following a meeting of the Trustees. Prior to this, applications from all eligible applicants are carefully considered and meetings with individual applicants may be held. The Trustees select a set of volunteers that they feel are most able to take on the responsibilities of the committee and will work well together. The trustees will seek to give volunteers the opportunity to work in new areas and to acquire new skills so long as the stability of the organisation is maintained.

### Insufficient applications

The ideal size of a committee is three members. This allows a spread of responsibilities and for effective debate. If there are insufficient suitable applicants, the Trustees appoint a smaller committee and work with that committee to find suitable candidates for the unfilled position(s).

### Resignation of a committee member

If a committee member wishes to resign part-way through their term of office they email the Trustees. The Trustees work with the individual to see if there is any further help and support that they can provide to allow the volunteer to continue in their role. If there is no option for the individual to continue, the Trustees work with the rest of the committee to find a suitable candidate for the role.


# Common responsibilities

A committee is a group of three people who are ultimately responsible for ensuring that the work of the team is carried out in the manner expected by the Trustees, coherent with the values of Student Robotics. Each committee is accountable to the Trustees.

A committee will focus on management of time, resources and volunteers within the team. It will ensure the team has an appropriate balance of relevant skills and will provide support and guidance to team members to allow them to be as effective as possible in delivering the work of the team.

All committees have the following responsibilities:

* Organising and running team meetings
* Maintaining a log of decisions made
* Managing the work of the team
* Inter-team communications
* Reporting on progress to the Trustees
* Preparing and managing a budget for team expenditure
* Managing relationships within the team
* Ensuring projects are run in line with the values of SR
* Documenting processes/tools
* Managing and tracking assets
* Supporting the recruitment and induction of volunteers
* Raising any concerns with the Trustees
* Ensuring a clean handover to a new committee

## Organising and running team meetings

Each team should have regular meetings and the date and time of upcoming meetings must be added to the organisation calendar.

## Maintaining a log of decisions made

All important decisions made by the committee must be logged in a shared spreadsheet (stored in the organisation shared drive), listing the following details:

* Date
* Decision
* Reasoning
* Who was present
* Proportion of vote

## Managing the work of the team

Committees should should maintain a record of team members and work to understand the contribution that each member can make to the work of the team, taking into account the individual's experience, abilities and desired workload. They should make sure that work is allocated fairly and check that volunteers are not overloaded and can cope with their allocated tasks. Teams can be divided into smaller self-organising subgroups if this works for the team, but the committee must maintain overall responsibility.

## Inter-team communications

Committees are responsible for ensuring they communicate adequately with the other teams. Many teams will be reliant on the other teams for information to allow them to work effectively. Any break down in communications must be reported to the trustees.

## Reporting on progress to the trustees

Committees should ensure that their team is appropriately represented at the monthly meeting with the Trustees and provide an update on the work of the team (in the document that is surfaced ahead of the meeting).

## Preparing and managing a budget for team expenditure

Committees are responsible for drawing up a budget for the following year within the overall framework provided by the Trustees. The budget must be submitted to the Trustees for approval when requested. Committees must also follow the requirements defined in the [Money Matters](/master/about-the-charity/money-matters) section to play their part in the sound financial management of the organisation.

## Managing relationships within the team

Committees should work hard to build relationships and try to tackle any issues that may arise within the team. If any intractable issues arise, these must be reported to the trustees at the earliest opportunity.

## Ensuring projects are run in line with the values of SR

The mission statement articulates the values of SR and all projects, whatever size, must be be consistent with these values.

## Documenting processes/tools

Committees must ensure that their team maintains documentation on what it does and how it operates. This documentation must be available to all volunteers and must be held in a form that is accessible and easy to understand.

## Managing and tracking assets

SR is a small charity and our assets are of great value to the organisation. These assets include physical assets (e.g: kits) and digital ones (e.g: trademark, social media accounts, software licenses). Committees should make their best efforts to take care of their assets and to know the whereabouts of the assets that belong to, or are managed by, their team.

## Supporting the recruitment and induction of volunteers

All teams should take an active role in supporting the search for new volunteers and helping with their induction. Committees should make sure that volunteers who express and interest in joining their teams are made welcome and understand how to get involved with the work of the team.

## Raising any concerns with the Trustees

Committees are responsible for ensuring that any concerns raised within their team, or any issues observed within the wider organisation, are reported to the Trustees.

## Ensuring a clean handover to a new committee

Committees are responsible for ensuring a clean handover to a new committee at the end of their term of office.


# Miscellaneous

## Licensing

This work (the operations manual) is licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/). The authors of this work are: Rich Barlow, Diane Dowling, Thomas Scarsbrook.

## Making Changes to this Document

The source of this document can be found here: <https://github.com/srobo/ops-manual>. It is maintained by the Trustees of the charity. It is important to note that the information contained within the 'master' branch of the repository has not been released and therefore is not authoritative. New releases of the operations manual must be approved by the Trustees via one of the decision making procedures defined in clause 17 of the [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf).

Releases of the operations manual are denoted with both a tag and branch of the form 'v#', where # is a number. The latest release is the one with the largest number and will be set as the GitBook 'primary' version. The requirement for a branch as well as a tag with the same name is an unfortunate requirement of how the GitBook platform operates; if a tag and branch of the same name ever differ in terms of the commit that they refer to, the tag takes precedence (if you happen to notice an anomaly of this form, please inform the [trustees](mailto:trustees@studentrobotics.org)).

To make a release of this document the following steps must be taken:

1. Ensure that the [Change Log](/master/miscellaneous/change-log) is up to date with all modifications made since the previous release.
2. Ensure that the Trustees have approved the release of the new version and it has been recorded in the Trustees' decisions.
3. Set the version number and date for the new version in the Change Log.
4. Create a new version via the GitBook editing interface. This version must have a human-readable name of the form 'Version #' and a 'path' of 'v#' (the 'path' setting in the GitBook interface is what becomes the branch name in the git repository).
5. Set the newly created version as the primary version, such that it is the version presented to a reader when visiting <https://srobo.gitbook.io/ops-manual/>.
6. Create a tag with the same name as the branch just created. This tag must point to the same commit as the current head of the branch. The tag can be created either using the normal git CLI tools or the GitHub web interface.


# Release versioning

The Operations Manual attempts to follow Semantic Versioning 2.0.0 (<https://semver.org/spec/v2.0.0.html>). Since Semantic Versioning is designed for use with code, it is necessary to clarify what is considered the 'public API' and is helpful to give some examples of changes that will result in the major, minor or patch fields are incremented.

## The Operations Manual Public API

The Operations Manual is the means for the Trustees to define what Student Robotics is, what it stands for and how it operates. There are, in effect, two parts to the 'public API' of the Operations Manual:

* The organisation's interface to the world (the definition of what SR is and what it stands for)
* The Trustee's interface to the rest of the organisation (the structure within the organisation and the interface between those structures and the Trustees)

## Examples of Changes

### Major (X.y.z) Version Increment

* Adding a new organisation value
* Renaming the Core Team to the Competition Programme Committee and redefining its size and scope
* Reducing the period of the Core Team/Competition Programme Committee to 10 months
* Changing the procedure for a team/committee to report to the Trustees
* Re-writing the safeguarding policy such that all Student Robotics volunteers must re-read and understand it

### Minor (x.Y.z) Version Increment

* Adding a new team/committee (e.g. Kit Team)
* Changing the process for releasing a new version of the Operations Manual
* A Trustee changes (added or removed)
* Clarifying wording of things

### Patch (x.y.Z) Version Increment

* Fixing a typo that doesn't change the intended meaning
* Formatting changes


# Change log

All notable changes to the Operations Manual will be documented on this page.

The format is based on [Keep a Changelog v1.0.0](https://keepachangelog.com/en/1.0.0/), and this project adheres to [Semantic Versioning v2.0.0](https://semver.org/spec/v2.0.0.html) (see the [Release Versioning](/master/miscellaneous/release-versioning) page for details of what this means).

Each release of the Operations Manual has an entry on this page. Within this entry changes are broken down into 'Added', 'Changed', 'Removed' and 'Minor Fix'. The first three categories cover modifications that affect the function of the document, whereas the last one includes modifications that do not, for example corrections to typos and formatting. Each entry also includes the date on which it took effect.

## Version 9.0.1 (2023-10-25)

### Changed

* Add the GDPR pages to the summary

## Version 9.0.0 (2023-10-10)

### Added

* Governance page
* Volunteer onboarding team
* Team organisation and structure page
* GDPR policy

### Changed

* Small tweaks to safeguarding
* Moved information about Trustees and Members to new governance page
* Simplified all team pages to link to new team organisation and structure page
* Updated all team pages to reflect current responsibilities
* Updated committee formation and dissolution page to reflect current practice
* Updated money matters page to reflect current practice
* Updated volunteers page to add volunteers must be 18+ and updated information held to reflect current practice
* Updated table of contents with new pages

## Version 8.0.0 (2022-03-01)

## Version 7.0.0 (2021-12-12)

### Added

* Infrastructure Team
* Marketing Team
* Fundraising Team
* Team common responsibilities

### Changed

* Details of Trustees
* Teams overview

## Version 6.1.0 (2019-09-19)

### Added

* [Kit Team](https://github.com/srobo/ops-manual/blob/links_fixing/annual-robotics-competition/kit-team.md) page

### Changed

* Details of Trustees
* Name of Competition Programme Team to Competition Team
* Updated layout and headings on Competition Team pages to align with Kit Team pages
* Removed FAQs from Competition Team pages
* Changed other pages to reflect the fact that there are now two key Teams
* Removed 'emergency contact details' from data stored about volunteers
* Recorded use of GSuite to manage organisation

## Version 6.0.0 (2019-06-25)

### Added

* [Release Versioning page](/master/miscellaneous/release-versioning) that specifies that the Operations Manual follows Semantic Versioning v.2.0.0 from now on
* Note to [Change Log page](/master/miscellaneous/change-log) that clarifies its adherence to Keep a Changelog v1.0.0

### Changed

* Latest hosted version is now available at <https://opsmanual.studentrobotics.org/>
* Use British English spelling 'programme' for the Competition Programme
* Rename 'Core Team' to Competition Programme Committee
* Rewrite the old 'Core Team' page to 'Competition Programme Team' and rewrite the majority of its contents to describe the new structure

## Version 5 (2018-11-29)

### **Added**

* Paragraph referencing code of conduct for volunteers

### **Removed**

* Paragraph explicitly restricting volunteers meeting or contact young people

## Version 4 (2018-08-30)

### Added

* Change Log page to document modifications between releases.
* Instructions in the [Making Changes](/master/miscellaneous#making-changes-to-this-document) section to ensure that the Trustees have approved the release of a new Operations Manual, the decision to release is recorded, the Change Log is updated with the modifications made and the new version number and date of release is entered into the Change Log.
* Clarification to [Safeguarding](https://github.com/srobo/ops-manual/blob/links_fixing/about-the-charity/safeguarding.md) that it is only young people who are participating in Student Robotics activities that volunteers must not meet outside of the supervised environment.
* Examples of who 'those who participate in our community' are in [Purpose](/master/about-the-charity/code-of-conduct#1-purpose) section of Code of Conduct.
* Instructions to [Reporting Guidelines](/master/about-the-charity/code-of-conduct#6-reporting-guidelines) in Code of Conduct detailing what information to include in a report, how the report is handled and how corner cases, such as the person being accused being one of the people who normally deals with reports, are dealt with.
* Clarification to [Core Team's Expectations of the Trustees](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#core-teams-expectations-of-the-trustees) number 6 that only Trustees have direct access to volunteer dataset and that the Core Team will have to work with the Trustees to make use of it.
* Clarification to [Budgeting Requirements](https://github.com/srobo/ops-manual/blob/links_fixing/annual-robotics-competition/money-matters.md#budgeting-requirements) number 5 to remove ambiguity around what the '£1000' is referring to.

### Changed

* Only store geographical region, instead of full postal address, in [volunteer register](https://github.com/srobo/ops-manual/blob/links_fixing/annual-robotics-competition/volunteers.md).
* Soften 'expected' to 'will ideally' in Core Team [Defining Features](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#defining-features) section.
* Make Core Team [Defining Feature](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#defining-features) number 2 more all-encompassing.
* Shift dates of Core Team convening and disbanding one month earlier in the year (now convene in June and disband in May). This is to better align with the school year.
* Expect Core Team to run a Competition Program, rather than an explicit annual robotics competition, in [Trustees' Expectations of the Core Team](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#trustees-expectations-of-the-core-team) number 4.

### Removed

* Pre-selection of 10 people to invite to the meeting to form the Core Team in the [Core Team Formation](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#formation) section.
* Sentence explaining why more than eight people are invited to the meeting to form the Core Team in the [Core Team Formation](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#formation) section.
* Explicit list of volunteer details recorded from [Core Team's Expectations of the Trustees](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#core-teams-expectations-of-the-trustees) number 6. (This information is already defined on the [Volunteers](https://github.com/srobo/ops-manual/blob/links_fixing/annual-robotics-competition/volunteers.md) page).
* Reference to not giving refunds to paid events from [Consequences of Unacceptable Behaviour](/master/about-the-charity/code-of-conduct#5-consequences-of-unacceptable-behaviour) section of Code of Conduct. We don't run paid events, so it isn't relevant.

### Minor Fix

* Make release procedure in [Making Changes to this Document](/master/miscellaneous#making-changes-to-this-document) section into a numbered list.
* Make points under [Trustees' Expectations of the Core Team](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#trustees-expectations-of-the-core-team) number 8 (be self-organising) into a numbered list.
* Expand 'SR' into 'Student Robotics' in [Safeguarding](https://github.com/srobo/ops-manual/blob/links_fixing/about-the-charity/safeguarding.md).
* Reference Trustees' email address in a more readable manner in [Safeguarding](https://github.com/srobo/ops-manual/blob/links_fixing/about-the-charity/safeguarding.md) and [Code of Conduct](/master/about-the-charity/code-of-conduct).

## Version 3 (2018-07-09)

The whole Operations Manual has been completely rewritten and bears little resemblance to Version 2, therefore it would not be sensible to try and enumerate all of the changes. Version 3 effectively represents a completely new direction for the Operations Manual and should be viewed as a completely new work.


# Introduction

This manual serves as the primary means for the Student Robotics Trustees to define what Student Robotics is, what it stands for and how it operates. It is not intended as a detailed prescriptive manual of how each activity within the organisation is carried out, but rather as a means to set the foundations upon which the organisation is built.

The latest version is always available to read at <https://opsmanual.studentrobotics.org/>. The source of this document is available at <https://github.com/srobo/ops-manual>. Please note that information contained on the 'master' branch of the repository (the 'In Development' version of the GitBook) has not yet been released and is therefore not authoritative.


# About the Charity

Student Robotics is a charity, registered on 18th August 2015 in England and Wales, with registration number 1163168. The charity is an association charitable incorporated organisation (CIO), with a [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf) as its governing document. It is headed by the Trustees who share ultimate responsibility for governing the charity and directing how it is managed and run. The Trustees can always be contacted via email at the following address: <trustees@studentrobotics.org>.

## Meet the Trustees

### David Massey

David is a retired teacher from Hills Road Sixth Form College, teaching physics and electronics A-level. He has been involved in sixth form robotics competitions since 2001 and has taken part in Student Robotics since 2012. He became a Trustee in January 2018.

### Diane Dowling

Diane works for the Raspberry Pi Foundation. She was previously Head of Computer Science at a Collyer's Sixth Form College in Horsham and has been involved in Student Robotics as a team Leader since 2013. Diane became a Trustee in January 2018.

### Thomas Scarsbrook

Thomas, more commonly known as "Scarzy", is an electronics consultant based in Surrey. He started volunteering for Student Robotics when he joined Southampton Uni in 2009, and became a trustee in November 2020.

## Postal Address

The postal address of Student Robotics is shown below. All Trustees have access to mail sent to this address, access is through a web platform.

```
Student Robotics
Lytchett House
13 Freeland Park
Wareham Road
Lytchett Matravers
Poole
Dorset
BH16 6FA
```


# Vision, Mission and Values

## Our Vision

We want to foster a world where engineering and artificial intelligence is accessible to young people.

## Our Mission

To bring the excitement of engineering and the challenge of coding to young people through robotics.

## Our Values

### Accessible

Engineering is for everyone. We believe that anyone should have the opportunity to build and program robots and we are committed to maintaining a diverse set of teams and volunteers. We do not expect participants to be skilled robot builders; we will provide challenges for all abilities and participants will never need any prior experience. We will never charge young people to enter the events that we run.

### Autonomous

Remote control sucks. Programming is everywhere in modern engineering and we want everyone to to be able drive the future. AI is where it’s at and should be at the heart of a robot’s design.

### Open by Default

Sharing is good. Running Student Robotics in the open makes us more resilient, more accessible and more exciting. Unless there is a very good reason not to, all software is open source, all conversations are open, and all documents are public.

### Encourage Creativity

Real life is limitless and so are we (almost!) Engineering in the real world is all about solving problems in new and novel ways. We want to encourage creative and ingenious solutions to problems, so we strive to keep constraints to a minimum.

### Reflect Reality

Engineering is everywhere. There are millions of engineers working in thousands of teams across hundreds of disciplines world-wide solving ever more complex problems. We present a challenge that aims to mirror this and expose people to a broad spectrum of engineering and computer science. Teamwork and communication is key.


# Volunteers

## Volunteers

Student Robotics would not be able to deliver on its mission without its volunteers. They invest vast quantities of time and effort to make Student Robotics the success that it is. Within Student Robotics a volunteer is defined as an individual who has registered as such.

The register of volunteers is maintained, by the Trustees, on the Google GSuite organisation for Student Robotics and reviewed every 18 months. If a volunteer indicates that they are no longer interested in being a volunteer when the register is reviewed, or does not respond during the review, their personal account will be suspended and, after 3 months, deleted. The following information, as a minimum, is recorded for each volunteer:

* Name (first name and surname)
* Email (alternative email to that issued by SR)
* Mobile Phone Number
* Geographical Location (i.e. City/Town)

Each volunteer is required to abide by the [code of conduct ](/version-8.0.0/about-the-charity/code-of-conduct)and to observe [safe guarding policy](https://github.com/srobo/ops-manual/blob/safeguarding/about-the-charity/safeguarding.md).

## Members

Volunteers may choose to become a "Member" of the charity. This has no impact on their ability to volunteer for Student Robotics, but creates an opportunity for them to have more of a say in the general running of the charity. The role of a member is defined in the [constitution](https://github.com/srobo/ops-manual/blob/safeguarding/resources/constitution.pdf). Members must be approved by the trustees.

If a volunteer wishes to become a member of the charity, they should e-mail the trustees with the following details:

* Name (first name and surname)
* Email (alternative email to that issued by SR)
* Home address

## Trustees

All volunteers are overseen by the Trustees. The role of the trustees is defined in the [constitution](https://github.com/srobo/ops-manual/blob/safeguarding/resources/constitution.pdf).


# Code of Conduct

## Code of Conduct

### 1. Purpose

A primary goal of Student Robotics is to be inclusive to the largest number of contributors, with the most varied and diverse backgrounds possible. As such, we are committed to providing a friendly, safe and welcoming environment for all, regardless of gender, sexual orientation, ability, ethnicity, socioeconomic status, and religion (or lack thereof).

This code of conduct outlines our expectations for all those who participate in our community, including, but not limited to, volunteers, competitors and team leaders. It further outlines the consequences for unacceptable behaviour.

We invite all those who participate in Student Robotics to help us create safe and positive experiences for everyone.

### 2. Open Source Citizenship

A supplemental goal of this Code of Conduct is to increase open source citizenship by encouraging participants to recognize and strengthen the relationships between our actions and their effects on our community.

Communities mirror the societies in which they exist and positive action is essential to counteract the many forms of inequality and abuses of power that exist in society.

If you see someone who is making an extra effort to ensure our community is welcoming, friendly, and encourages all participants to contribute to the fullest extent, we want to know.

### 3. Expected Behaviour

The following behaviours are expected and requested of all community members:

* Participate in an authentic and active way. In doing so, you contribute to the health and longevity of this community.
* Exercise consideration and respect in your speech and actions.
* Attempt collaboration before conflict.
* Refrain from demeaning, discriminatory, or harassing behaviour and speech.
* Be mindful of your surroundings and of your fellow participants. Alert community leaders if you notice a dangerous situation, someone in distress, or violations of this Code of Conduct, even if they seem inconsequential.
* Remember that community event venues may be shared with members of the public; please be respectful to all patrons of these locations.

### 4. Unacceptable Behaviour

The following behaviours are considered harassment and are unacceptable within our community:

* Violence, threats of violence or violent language directed against another person.
* Sexist, racist, homophobic, transphobic, ableist or otherwise discriminatory jokes and language.
* Posting or displaying sexually explicit or violent material.
* Posting or threatening to post other people’s personally identifying information ("doxing").
* Personal insults, particularly those related to gender, sexual orientation, race, religion, or disability.
* Inappropriate photography or recording.
* Inappropriate physical contact. You should have someone’s consent before touching them.
* Unwelcome sexual attention. This includes, sexualized comments or jokes; inappropriate touching, groping, and unwelcomed sexual advances.
* Deliberate intimidation, stalking or following (online or in person).
* Advocating for, or encouraging, any of the above behaviour.
* Sustained disruption of community events, including talks and presentations.

### 5. Consequences of Unacceptable Behaviour

Unacceptable behaviour from any community member, including sponsors and those with decision-making authority, will not be tolerated.

Anyone asked to stop unacceptable behaviour is expected to comply immediately.

If a community member engages in unacceptable behaviour, the community organizers may take any action they deem appropriate, up to and including a temporary ban or permanent expulsion from the community without warning.

### 6. Reporting Guidelines

If you are subject to or witness unacceptable behaviour, or have any other concerns, please notify a community organizer as soon as possible via <trustees@studentrobotics.org>. All reports will be handled with discretion. In your report please include:

* Your contact information.
* Names (real, nicknames, or pseudonyms) of any individuals involved. If there are additional witnesses, please include them as well. Your account of what occurred, and if you believe the incident is ongoing. If there is a publicly available record (e.g. a mailing list archive, public IRC logger or GitHub discussion), please include a link.
* Any additional information that may be helpful.

After filing a report, a representative will contact you personally, review the incident, follow up with any additional questions, and make a decision as to how to respond. If the person who is harassing you is part of the response team, they will recuse themselves from handling your incident. If the complaint originates from a member of the response team, it will be handled by a different member of the response team. We will respect confidentiality requests for the purpose of protecting victims of abuse.

Additionally, community organizers are available to help community members engage with local law enforcement or to otherwise help those experiencing unacceptable behaviour feel safe. In the context of in-person events, organizers will also provide escorts as desired by the person experiencing distress.

### 7. Addressing Grievances

If you feel you have been falsely or unfairly accused of violating this Code of Conduct, you should notify the Student Robotics Trustees with a concise description of your grievance. Your grievance will be handled in accordance with our existing governing policies.

### 8. Scope

We expect all community participants (contributors, paid or otherwise; sponsors; and other guests) to abide by this Code of Conduct in all community venues–online and in-person–as well as in all one-on-one communications pertaining to community business.

This code of conduct and its related procedures also applies to unacceptable behaviour occurring outside the scope of community activities when such behaviour has the potential to adversely affect the safety and well-being of community members.

### 9. Contact info

<trustees@studentrobotics.org>

### 10. License and attribution

This Code of Conduct is distributed under a [Creative Commons Attribution-ShareAlike license](http://creativecommons.org/licenses/by-sa/3.0/).

Portions of text derived from the [Django Code of Conduct](https://www.djangoproject.com/conduct/) and the [Geek Feminism Anti-Harassment Policy](http://geekfeminism.wikia.com/wiki/Conference_anti-harassment/Policy).

Retrieved on November 22, 2016 from <http://citizencodeofconduct.org/>


# Safeguarding

## Introduction

Safeguarding means protecting children and vulnerable adults from abuse and maltreatment and taking action to enable all children and vulnerable adults to have the best outcomes.

Student Robotics takes safeguarding very seriously. Everyone who volunteers with Student Robotics has a responsibility for the welfare of the young people who participate in our events. Most of these young people are below the age of 18, so are children in the eyes of the law. Competitors over the age of 18 may still need safeguarding, for example, a competitor may have a learning disability which would classify them as a vulnerable young adult. For consistency, all competitors should be categorised as children for the context of safeguarding. It is important that every young person has the opportunity to participate in competitions and other events in an environment where they feel safe.

It is a requirement that all young people that a Student Robotics volunteer is working with must be supervised by a responsible adult; this will either be a parent or a teacher who will have overall responsibility for that young person. However, we must also put in place procedures to ensure that any safeguarding concerns are identified and dealt with. This policy lays down the procedures that must be followed to protect the young people we work with.

## Key Points

* All volunteers must read and understand this policy
* Student Robotics will appoint a safeguarding lead with overall responsibility for safeguarding
* All in-person events will have a designated Safeguarding Officer in attendance at the event
* All safeguarding concerns must be reported to the designated Safeguarding Officer or Safeguarding Lead
* All volunteers must undertake basic safeguarding training on a recurring basis
* Volunteers must avoid being in 1-to-1 situations with young people, including contact online via e-mail, social media, etc.
* Volunteers must act within appropriate boundaries, even in difficult situations.
* If a volunteer is in an existing relationship with a competitor this must be flagged up to the safeguarding lead

## Safeguarding Lead

One of the trustees is designated as safeguarding lead and has overall responsibility for safeguarding. The Safeguarding Lead is responsible for:

* Making sure that the safeguarding policy is up to date
* Making sure that all volunteers receive basic training
* Making sure that all volunteers understand how to report safeguarding concerns
* Making sure that every event has a named Safeguarding Officer&#x20;
* Dealing with safeguarding concerns
* Maintaining records of any safeguarding issues
* Notifying the relevant external agencies about any relevant safeguarding issues

The current Safeguarding Lead is: Thomas Scarsbrook ("Scarzy") They can be contacted at: <safeguarding@studentrobotics.org>

## Safeguarding Officers

A Safeguarding Officer will be appointed for every event. The Safeguarding Officer is responsible for:

* Receiving additional training on how to handle safeguarding concerns
* Being present at their designated event to provide onsite safeguarding support
* Dealing with safeguarding concerns at the event
* Reporting all safeguarding concerns for the event

If the event runs at multiple locations then a different safeguarding officer will be appointed for each location. All locations will be provided with a list of contact details for the Safeguarding Lead and all current Safeguarding Officers. In the event that the appointed Safeguarding Officer is unable to handle an issue these details can be used to seek additional support.

If the event occurs at a single location or across multiple days then a standby Safeguarding Officer will be appointed to pick up responsibilities if the primary officer is unavailable.

## 1-to-1 situations

A 1-to-1 situation is one where a volunteer is alone with a young person. These situations should be avoided, both for the protection of the young person and also to protect the volunteer, should an action be misinterpreted or an allegation made. If a volunteer finds themselves in an unexpected 1-to-1 situation, they should always immediately request the company of another responsible adult and report the situation to the designated Safeguarding Officer or to the Safeguarding Lead.

## On-line forums, messaging services and social media

It is important that all on-line communications between volunteers and young people are carried out over official Student Robotics channels that are open to everyone in the organisation. Private communication channels are not to be used. Responsibility for ensuring that communications are appropriate and good-spirited is the responsibility of all volunteers. Any inappropriate language or behaviour must be challenged immediately and any concerns must be reported as a safeguarding issue (and will be dealt with by the Safeguarding Lead).

## Relationships

Personal relationships between volunteers and young people are not appropriate, either as a friendship or a partner. Even if everyone is of a sufficiently legal age, the fact volunteers are in a position of trust makes them inappropriate.

Many of our volunteers are young and it is possible that they may be in an existing relationship with a young person who participates in one of our events. If a volunteer is in this situation, they must alert the Safeguarding Lead, and specific guidance on appropriate conduct will be given. In all instances, we would expect the volunteer to avoid 1-to-1 contact with the young person during the course of an event and for there to be no personal communication using official communication channels.

## Safeguarding incidents

It is impossible to list all possible incidents. Safeguarding training will cover situations that may arise such as:

* Young people arriving at an event without a responsible adult
* Inappropriate contact between an adult and a young person
* Bullying or harassment of young people

## Disclosure

This occurs when a young person tells a volunteer something that is of concern. This is an unlikely situation, but it could happen.&#x20;

Safeguarding training will cover the “do’s and dont’s” of dealing with discloures. The key points are:

* Allow them to speak without interruption
* Don’t prompt or ask leading questions; listen carefully and ask for clarification if things are unclear
* Accept what is said, be understanding and reassuring. Do not give your opinion
* Afterwards write down what you have been told, using the exact words if possible including the date, time, place and people present
* Don’t promise to keep anything secret - you must tell the young person that you will need to pass the information on to the Safeguarding Lead
* If there is immediate danger seek help from the designated Safeguarding Officer, the Safeguarding Lead, or the emergency services

## Reporting incidents

All safeguarding incidents and concerns must be reported as soon as possible to the designated Safeguarding Officer at an event or to the Safeguarding Lead. If the concern relates to the Safeguarding Lead, it should be reported to the other trustees.

Reports must be made on the official Student Robotics safeguarding incident form which will ask for the following information:

* Your contact details
* Names (real, nicknames, or pseudonyms) of any individuals involved. If there are additional witnesses, please include them as well.
* Your account of what happened, and if you believe the incident is ongoing.
* Any available record of what occurred.
* Any additional information that may be helpful.

Details should be as accurate as possible, word for word if possible.

Should a concern need immediate attention, it must be raised in person with the designated Safeguarding Officer, the Safeguarding Lead, or by alerting the trustees. If you are unable to get hold of someone, you should seek advice from a team-leader who should be trained in safeguarding procedures, or in extremis; the emergency services.

## Protecting volunteers/young people

The safety of all involved in Student Robotics events is of prime importance to Student Robotics. As such, Student Robotics will always act to support anyone involved in a safeguarding incident, be it the young people involved, the person who reported the concern, or the volunteer involved.


# DBS

Disclosure and Barring Service (DBS) checks, formerly known as CRB checks, are where a person's records are checked to identify past criminal activity, which may present issues for another role. DBS checks are a vital part of the safeguarding process.

## Types of check

There are various levels of DBS check, and different roles may require different levels of check. For most roles within Student Robotics, a DBS check is not required. However volunteers in roles with greater exposure to young people may be required to undergo a DBS check. Volunteers will be notified by the Safeguarding Lead if a role they are undertaking requires a DBS check.

## DBS Checks from other roles

If you have a DBS check for another organisation, it may or may not be possible to consider it for use with Student Robotics. Please contact the Safeguarding Lead to see if this applies.


# Money Matters

A crucial aspect of running a charity is good money management. The Trustees are ultimately responsible for fund raising and deciding how the charity spends its money. The financial year starts on 1 August and the Trustees draw up an annual budget to allow the charity to fulfil its charitable purpose(s). One of the Trustees acts in the role of treasurer to the charity and maintains the definitive financial records which are submitted to external accountants at year end to prepare the statement for the annual report.

The task of detailed budgeting for each team's activities is delegated to their committees. The Trustees impart a great degree of financial freedom to committees and, in exchange, the committees take responsibility for ensuring that money is well managed. Each committee must have a named person to act in the role of team treasurer. To help minimise risk for everyone involved, certain requirements are placed upon the committees, related to money, and these are detailed below.

## Budgeting Requirements - Committees

1. Each committee must draw up a budget for the programme that they are looking to deliver and seek approval for the budget from the Trustees.
2. The Trustees must approve a budget before any spending is committed or incurred.
3. The budget(s) must not be publicly available. This is to avoid suppliers being able to know exactly how much the charity has to spend on a given service/product.
4. All spending must be made within the most recently approved budget. It is the responsibility of each team treasurer to liaise with the Trustees to get a budget approved and to gain approval for any modifications to a previously approved budget.
5. The Trustees must approve any reallocation of funds between budget lines where the amount being reallocated is greater than £1000. The committees are free to reallocate funds between budget lines below this threshold.
6. The budget maintained by the committees must include, as a minimum, the following information for each budget line.
   * Short name
   * Description (ideally with some information as to how the amount was determined)
   * Amount
7. It is advised that a 10% contingency is allocated to each budget line to allow for unforeseen changes in cost.
8. Each committee must define and operate a system of authorising spends against lines in an approved budget. Volunteers must never spend their own money expecting reimbursement without explicit prior agreement from the team treasurer.
9. Only the Trustees have access to the SR bank account. Therefore, all reimbursement claims must go via the Trustees. It is the responsibility of each team treasurer to ensure that evidence of purchase/expenditure (receipt/invoice) and a record of the spend against specific budget line(s) is recorded for each transaction. This information must not be made public for the same reason as the budget not being made public (it is also likely to include personal information such as addresses). The Trustees may request access to this information at any time.


# Robotics Competition

The Student Robotics Competition Programme is the main activity of Student Robotics and is how it currently meets its charitable objective set out in its [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf). It consists of an annual programme, aligned with the academic year, where teams of 16-19 year-olds (generally in sixth form) take part in an reasonably open-ended engineering challenge to construct autonomous robots.

The teams are divided into 2 categories:

* Events
* Services

“Events” teams are responsible for stuff that directly impacts the current competition cycle. Their term of office is 11 months to cover a competition year.

“Services” teams are responsible for stuff that either entirely or largely spans multiple competition cycles. Their term of office lasts for 24 months.

This division of teams is to aid understanding of remits of the different teams.

The principle teams are as follows:

Events teams:

* [Competition team](/version-8.0.0/annual-robotics-competition/competition-team)
* [Marketing team](https://github.com/srobo/ops-manual/blob/safeguarding/annual-robotics-competition/marketing-team.md)

Services teams:

* [Kit team](/version-8.0.0/annual-robotics-competition/kit-team)
* [Infrastructure team](https://github.com/srobo/ops-manual/blob/safeguarding/annual-robotics-competition/infrastructure-team.md)
* [Fundraising team](https://github.com/srobo/ops-manual/blob/safeguarding/annual-robotics-competition/fundraising-team.md)

The planning, management and delivery of the competition programme is the remit of the Competition Team and it is up to the Competition Team Committee to define the programme for a given annual cycle.

A competition programme requires teams to participate and volunteers to help run it, it is the responsibility of the Marketing team to source these teams and volunteers.

Delivery of the competition programme isn't possible without a kit to run the competition around, providing this kit is the responsibility of the Kit Team.

SR uses a number of software services to provide the competition programme, for example the website servers, SR accounts, and GitHub. The Infrastructure Team is responsible for maintaining these.

All the teams require funding to operate, it is the responsibility of the Fundraising Team to source funding to support the other teams.


# Common Responsibilites

All teams have the following responsibilites:

* Supporting the recruitment of volunteers for across the organisation
* Budgeting
* Ensuring adequate communication with the other teams
* Documenting their processes/tools
* Raising any concerns to the trustees
* Maintaining decision log from meetings
* Seeking guidance from the trustees
* Reporting to the trustees on progress
* Ensuring a clean handover with future committees

## Recruiting volunteers

SR wouldn't exist without its volunteers. All teams should take an active role in supporting the search for and induction of new volunteers.

## Budgetting

The team committee is responsible for drawing up a budget for the following year within the overall budget provided by the Trustees. They must submit the budget to the Trustees within two months of the formation of the committee. This budget does not need to be extremely detailed; 8-10 budget lines is expected. They must also do the following:

* Keep financial records (in a form to be agreed with the trustees).
* Submit final accounts (at the end of the competition cycle).
* Understand and follow the requirements defined in the Money Matters section (this defines how budgeting works in more detail).

## Inter-team communication

The committee is responsible for ensuring they communicate adequately with the other teams. Many teams will be reliant on the other teams for information about what is required, or what can be provided.

## Documenting processes/tools

The team must maintain documentation on what it does and how it operates. This documentation must be available to all in SR.

## Raising concerns to the Trustees

The committee is responsible for ensuring that any concerns raised within their team are raised to the Trustees. If a concern can be handled within the team then a brief summary will suffice, anything that cannot be resolved within the team must be raised to the Trustees ASAP.

## Maintaining a decision log

All important decisions made by the team should be logged in a document, listing the following details:

* Date
* Decision
* Reasoning
* Who was present
* Proportion of vote

This document is stored in the organisation shared drive.

## Seeking guidance from the Trustees

The team committee is responsible for seeking guidance from the Trustees as to the direction they should take for the coming year.

## Reporting to Trustees

The team committee is responsible for ensuring that the committee provides regular updates to the Trustees to keep them in-the-loop with the progress of delivering the competition programme. This is accomplished by arranging for online (Google Hangouts/Meet) calls at least once every month.

## Handover

The team committee is responsible for ensuring that there is a clean handover to future committees at the end of their term of office. This does not preclude volunteers being on the committee for consecutive terms.


# Committee Membership

Events teams and Services teams operate slightly differently in terms of the terms of office and committee operation.

## Events teams

### Formation and Dissolution

Events teams (and their respective committees) operate on a 11-month cycle running from early July to early June the following year. The one month gap provides a much-needed break for members of the team. This gap also provides a definitive start of a new cycle and creates an opportunity for new volunteers to get involved starting afresh with the rest of the team.

### Registration of Interest

Approximately three weeks before the new team is to be formed, all registered SR volunteers are invited to express an interest in being part of the next committee or team. Previous members of the committee and/or team are welcome to register interest.

### Formation

The committee is formed at a meeting with the Trustees. If more than 3 volunteers register an interest in being on the committee they will all be invited to the formation meeting, however only 3 of them will be allowed to become committee members. If more than 10 volunteers register an interest in being on the committee then the Trustees select a short-list of 10 volunteers to invite to the formation meeting, based on the skills and experience they could bring to the committee. Any volunteers who register an interest in being on the committee but are not selected are contacted if vacancies appear on the committee during the 11-month period.

At the meeting, the Trustees discuss their expectations for the approaching year (based on feedback from the previous year’s cycle) and clarify any concerns about roles and responsibilities. Each year, the Trustees provide guidance as to the direction in which they would like the approaching year to be taken and where they would like the committee to focus their efforts. For example, it may be the case that the Trustees would like to expand the number of school teams, or they may want the committee to focus on increasing volunteer engagement. After discussing these points, and answering any questions, the Trustees leave the meeting, allowing a short time for discussion. On return, they ask for a show of hands of people who would like to join the committee. If more than 3 people indicate a desire to join the committee at this stage, the Trustees select the 3 people that they feel are most able to take on the responsibilities of the committee.

### The First Few Weeks

After the formation meeting has concluded, the newly formed committee fulfil their collective responsibilities. The Trustees encourage the committee to identify any management, coaching or team building training they may need to discharge their responsibilities effectively.

### Dissolution

At the end of the term of office, the committee is invited to meet with the Trustees to review the progress made. This serves as a useful event for both the committee, to reflect on their achievements, and the Trustees, to gather as much information as possible to feed into future competitions. It is expected that the committee will get the views of the wider team before the meeting. After the review meeting, the team and its committee is effectively disbanded.

## Services teams

### Joining the committee

Volunteers join the committee by application to the Trustees. The committee will operate on a continuous/rolling timeline. Each member has a maximum term of two years, after which they are automatically retired from the committee. Before the conclusion of the two year term the member may apply to the Trustees to extend their term for a further two years, without a gap in membership.

### Registration of Interest

All registered SR volunteers are able to express an interest in being part of the committee at any time during the current committees term of office. The Trustees may choose to directly invite all registered SR volunteers to express an interest in being part of the committee or team in advance of filling a role. Previous members of the committee and/or team are welcome to register interest.

### Yearly updates

Once a year, around early July, the committee will meet with the Trustees. At the meeting, the Trustees discuss their expectations for the approaching year and clarify any concerns about roles or responsibilities. Each year, the Trustees provide guidance as to the direction in which they would like the approaching year to be taken and where they would like the committee to focus their efforts. For example, it may be the case that the Trustees would like to expand the number of kits available, or they may want the committee to focus on increasing team support.

## Common

### Resignation of a Committee Member

If a committee member wishes to resign part-way through their term of office they email the Trustees. The Trustees work with the individual to see if there is any further help and support that they can provide to allow the volunteer to continue in their role. If there is no option for the individual to continue, the Trustees work with the rest of the committee to find a volunteer to become a replacement committee member. Volunteers that indicated a desire to be on the committee at the start of the cycle, but were not selected due to the size restrictions, are considered first, followed by those who registered an interest at other points during the term of office.


# Competition Team

## Purpose

The Competition Team is an Events team responsible for defining and delivering the SR Competition Programme ('the competition programme') for a single competition cycle (11 months).

The SR Competition Programme includes, but is not limited to:

* Recruiting teams from schools and colleges
* Determining a fair method for selecting teams if over subscribed
* Communicating with school/college team leaders throughout
* Liaising with Kit Team to agree the number of teams and number of locations that can be supported
* Devising a challenge
* Training sufficient volunteers
* Organising and running Kickstart
* Organising and running Tech days
* Organising and running the Competition final
* Health and Safety and Safeguarding at events
* Gathering metrics throughout the competition cycle

## Structure and Operation

The Competition Team is a group of volunteers who work together, and closely with other teams within SR, to define and deliver the competition programme. The team is lead by a committee that is responsible for fulfilling the aims of the team.

The team (and its committee) operates on an 11-month cycle (see [Formation and Dissolution](/version-8.0.0/annual-robotics-competition/committee-membership)).

Volunteers apply through the Competition Team Committee to join the team. The committee will ensure the team has an appropriate balance of relevant skills. Volunteers will be encouraged to apply at the start of each competition cycle but can apply at any stage of the competition cycle. The committee should not unreasonably restrict membership of the team.

## The Competition Team Committee

The Committee is a group of 3 people who are ultimately responsible for ensuring that the competition programme is delivered to the standard expected by the Trustees, coherent with the values of Student Robotics. The committee is accountable to the Trustees.

The committee will focus on management of time, resources and volunteers within the team. Delivering a competition is a huge undertaking and can require a significant investment of time and effort from volunteers and this workload must be carefully managed. The committee will provide support and guidance to team members to allow them to be as effective as possible in delivering the competition. The Trustees will provide support, guidance and training as necessary to allow the committee to be as effective as possible in managing the team.

## Roles and Responsibilities

In addition to the [common responsibilities](/version-8.0.0/annual-robotics-competition/common-responsibilities), the competition team has the following responsibilities:

### Collective Responsibilities

The committee takes on the following collective responsibilities at the start of the competition cycle, and within 4 weeks of the formation meeting.

1. **Recruitment of a team.** The Trustees will provide the committee with details of volunteers who registered an interest in being on the team during the Registration of Interest phase. The committee can also reach out again to all volunteers.
2. **High level planning session.** It is expected that the committee will produce a high level plan, that will take the form of no more than two A4 pages and will include time and resource estimates (both volunteers and assets) for running the next competition programme.
3. **Division of Responsibilities.** The committee must divide up the individual responsibilities between them. Each responsibility must be taken by a single committee member (although each committee member can take on multiple responsibilities).

Throughout the competition cycle, all committee members are expected to work together effectively to deliver the competition programme on time and within budget. They should communicate effectively with the team and with other SR teams that are involved in supporting the competition programme. They should maintain documentation of processes and anything else that they feel relevant relating to their responsibilities to help both current and future volunteers This documentation should be licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/).

### Individual Responsibilities/Roles

As well as the collective responsibilities defined above, the following responsibilities must be divided up among the committee members. Each responsibility listed below **must be taken by a single member** and it is expected (in fact, necessary) for some members to take on more than one of the responsibilities.

1. **Event management.** This committee member is responsible for overall management and delivery of the various events throughout the competition programme (Kickstart, Tech Days, Competition). This is a large responsibility and the committee member taking this on should not take on any of the other individual responsibilities.
2. **Competitor team management.** This committee member is responsible for the management of teams taking part in the competition programme. They are expected to ensure that a sufficient quantity of school teams are signed-up to take part in the competition and that the teams that compete receive an adequate level of communication to allow them to get the most out of taking part in the competition programme. In particular they should ensure that sufficient notice is given to school teams to give them time to make the necessary preparations (schools usually require notice many months in advance of a major event).
3. **Volunteer management.** This committee member is responsible for the management of two groups of volunteers: members of the team and other volunteers who are helping out at an event.

* In the case of team members they should ensure that all team members are given an opportunity to contribute towards delivering the competition programme and that they are guided to areas within the team that require more effort. They should handle requests from volunteers looking to join the team and also counsel team members looking to leave the team.
* In the case of volunteers helping out at events they should ensure that all volunteers are given visibility of event volunteering opportunities and that they receive adequate documentation, training and support for the roles that they fill at the events.

1. **Safeguarding and welfare.** This committee member is responsible for ensuring that the Student Robotics [safeguarding policy](https://github.com/srobo/ops-manual/blob/safeguarding/about-the-charity/safeguarding.md) is abided by throughout the 11-month period and at events. They are also responsible for ensuring that all volunteers working on the competition programme (either in the team or as event volunteers) are not overworked and that the level of responsibility being taken on by any individual is kept at an acceptable level.
2. **Gathering metrics.** This volunteer is responsible for ensuring that metrics are collected throughout the 11-month period. They should work with the Trustees early on to define a list of metrics to be gathered (e.g. number of school teams, average number of competitors per school team, average competitor to mentor face time per week, etc). It is of critical importance that SR gathers metrics to be able to optimise and improve the competition programme and to report to new and existing sponsors to prove the effectiveness of the competition programme.

The committee is free to define other roles as it sees fit. It is also free (and strongly encouraged) to form sub-teams within the team to handle certain aspects of the competition programme. For example, the committee member responsible for Competitor team management should form a sub-team made up of volunteers who are primarily focused on the activities of managing school teams.

### Accountability

The Competition Team is accountable to the Trustees. The committee member responsible for reporting to the Trustees will speak in person with the Trustees at least once every month to report on progress and to highlight any areas of concern.

Minutes of meetings should be made available to the general public although access to any sensitive commercial data, may be restricted to the Trustees.

### Budget

A budget will be made available to run the competition programme. The responsibility for this budget will be delegated to an individual committee member.


# Marketing Team

## Purpose

The marketing team are an Events team responsible for attracting new teams and volunteers into SR. They will be looking at attracting teams for both the current and, in later months, the following competition cycle.

They are responsible for managing:

* Website content
* Social media
* Team (competitor) recruitment & relationship management for current and following competition cycle

## Structure and Operation

The Marketing Team is a group of volunteers who work together, and closely with other teams within SR, to attract competitors and volunteers into SR. The team is lead by a committee that is responsible for fulfilling the aims of the team.

The team (and its committee) operates on an 11-month cycle (see [Formation and Dissolution](/version-8.0.0/annual-robotics-competition/committee-membership)).

Volunteers apply through the Marketing Team Committee to join the team. The committee will ensure the team has an appropriate balance of relevant skills. Volunteers will be encouraged to apply at the start of each competition cycle but can apply at any stage of the competition cycle. The committee should not unreasonably restrict membership of the team.

## The Committee

The Committee is a group of 3 people who are ultimately responsible for ensuring that the teams are sourced in the manner expected by the Trustees, coherent with the values of Student Robotics. The committee is accountable to the Trustees.

The committee will focus on management of time, resources and volunteers within the team. The committee will provide support and guidance to team members to allow them to be as effective as possible in delivering the infrastructure services. The Trustees will provide support, guidance and training as necessary to allow the committee to be as effective as possible in managing the team.

## Roles and Responsibilities

In addition to the [common responsibilities](/version-8.0.0/annual-robotics-competition/common-responsibilities), the marketing team has the following responsibilities:

* Website content
* Social media
* Attracting teams
* Maintaining on-going relationships with teams
* Attracting volunteers

## Accountability

The Marketing Team is accountable to the Trustees. The committee member responsible for reporting to the Trustees will speak in person with the Trustees at least once every month to report on progress and to highlight any areas of concern.

Minutes of meetings should be made available to the general public, although access to any sensitive commercial data may be restricted to the Trustees.

## Budget

A budget will be made available to aid finding teams and volunteers. The responsibility for this budget will be delegated to an individual committee member.


# Kit Team

## Purpose

The Kit Team is a Services team tasked with developing and maintaining the SR Kit, and to provide a Kit Service to enable the SR Competition Programme.

The Kit is defined as the hardware and software (including software services) that are provided to school teams to enable them to take part in the annual robotics competition.

The Kit Service includes, but is not limited to:

* Provision of sufficient working kit to meet the needs of the Competition Team
  * Delivery of kit to Kickstart location(s) as agreed with Competiton Team
  * Checking kit out to teams at Kickstart events
  * Shipping kits to teams that cannot attend a Kickstart event
  * Collecting and holding disclaimer forms for kit issued
  * Dealing with any kit problems and issuing replacement parts as needed throughout the competition cycle
  * Providing technical documentation for competitors and for volunteers
  * Providing technical support to competitors and volunteers (both remote and in-person at events)
  * Recovering and checking kit following a competition cycle
  * Dealing with requests for late return of kit
  * Chasing any missing kit including kit not returned
  * Storing the kit safely
  * Maintaining an inventory of the kit
* Developing kit for future competitions

## Structure and Operation

The Kit Team is a group of volunteers that work together to provide a Kit Service. The team is lead by a committee that is responsible for fulfilling the aims of the team.

The Kit Team is separate from the Competition Team. However, it is expected that Kit Team volunteers will have previously volunteered with the Competition Team and that volunteers from both teams will be available to help run the annual competition.

Volunteers apply through the Kit Team Committee to join the team. The committee will ensure the team has an appropriate balance of relevant skills. The committee should not unreasonably restrict membership of the team.

## The Kit Team Committee

The Kit Team Committee is a group of 3 people who develop and clearly communicate a strategic vision, coherent with the values of Student Robotics, for the Kit. The committee ensures that resources are always used in the best interests of the charity and is accountable to the Trustees, The committee delegates responsibilities and resources to the rest of the team.

## Roles and Responsibilities

In addition to the [common responsibilities](https://github.com/srobo/ops-manual/blob/safeguarding/annual-robotics-competition/common-responsibilities.md), the kit team has the following responsibilities:

### Collective responsibilities

* Communicating a strategic vision for the kit.
* Ensuring that resources are deployed only for the purposes of delivering the Student Robotics Competition Programme or as directed by the Trustees.
* Maintaining a record of team members, with their abilities and desired workload.
* The management, tracking and distribution of assets within the team.
* The management of the workload of members of the team.
* Ensuring projects are open source, open to contribution from external parties, and inviting to work on by volunteers.
* Assigning and managing projects/maintenance to team members, this may be assigned to self organising subgroups of individuals.
* Maintain documentation of processes and anything else that they feel relevant relating to their responsibilities to help both current and future volunteers This documentation should be licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/).

## Accountability

The Kit Team is accountable to the Trustees. A report will be delivered by the committee member responsible for reporting to the Trustees, every 4 months, to update them on the work of the team and the state of the kit.

Minutes of meetings should be made available to the general public, although access to any sensitive commercial data may be restricted to the Trustees.

## Budget

A budget will be made available to allow the kit to be stored safely and maintained in good working order.

Specific budgeting for development projects will be managed on a case by case basis, applying for budget from the Trustees in each of these cases.

A "Development Pot" line should be requested, and will be made available to cover low-cost resources used in the development process.


# Infrastructure Team

## Purpose

The Infrastructure Team is a Services team responsible for providing and maintaining the computing infrastructure required for the other teams to operate.

This includes, but is not limited to:

* Setting up and maintaining servers to support SR operations including the deployment of the public facing web site
* Setting up and maintaining the organisation's domains (studentrobotics.org and srobo.org)
* Maintaining the security of the infrastructure and related services
* Setting up and maintaining the structure of GitHub organisations and permissions
* Setting up and maintaining G-Suite accounts for SR volunteers
* Providing support and guidance with regards to best-practices to other teams or volunteers on infrastructure and services where possible
* The infrastructure team is not responsible for content beyond ensuring it does not break other functionality

## Structure and Operation

The Infrastructure Team is a group of volunteers who work together, and closely with other teams within SR, to provide infrastructure services enabling the other teams to operate. The team is lead by a committee that is responsible for fulfilling the aims of the team.

The team operates continuously with committee members having a 24-month term of office (see [Formation and Dissolution](/version-8.0.0/annual-robotics-competition/committee-membership)).

Volunteers apply through the Infrastucture Team Committee to join the team. The committee will ensure the team has an appropriate balance of relevant skills. Volunteers will be encouraged to apply at the start of each competition cycle but can apply at any time. The committee should not unreasonably restrict membership of the team.

## The Committee

The Committee is a group of 3 people who are ultimately responsible for ensuring that the infrastructure is delivered to the standard expected by the Trustees, coherent with the values of Student Robotics. The committee is accountable to the Trustees.

The committee will focus on management of time, resources and volunteers within the team. The committee will provide support and guidance to team members to allow them to be as effective as possible in delivering the infrastructure services. The Trustees will provide support, guidance and training as necessary to allow the committee to be as effective as possible in managing the team.

## Roles and Responsibilities

In addition to the [common responsibilities](/version-8.0.0/annual-robotics-competition/common-responsibilities), the infrastructure team has the following responsibilities:

* Maintaining a list of core services (i.e. services central to Student Robotics operation)
* Maintaining a list of team services (i.e. services maintained especially for and in collaboration with another team)
* Ensuring continuous/enduring access to SR services

## Accountability

The Infrastructure Team is accountable to the Trustees. The committee member responsible for reporting to the Trustees will speak in person with the Trustees at least once every month to report on progress and to highlight any areas of concern.

Minutes of meetings should be made available to the general public although access to any sensitive commercial data, may be restricted to the Trustees.

## Budget

A budget will be made available to purchase infrastructure services. The responsibility for this budget will be delegated to an individual committee member.


# Fundraising Team

## Purpose

The Fundraising Team is a Services team responsible for sourcing funding for the current and following SR Competition cycle.

This includes, but is not limited to:

* Secure funding for the current and future competition year
* Sourcing Sponsorship
* Fundraising
* Industry links & relationship management

## Structure and Operation

The Fundraising Team is a group of volunteers who work together, and closely with other teams within SR, to ensure there is sufficient funding for the teams to operate. The team is lead by a committee that is responsible for fulfilling the aims of the team.

The team operates continuously (see [Formation and Dissolution](/version-8.0.0/annual-robotics-competition/committee-membership)).

Volunteers apply through the Fundraising Team Committee to join the team. The committee will ensure the team has an appropriate balance of relevant skills. Volunteers will be encouraged to apply at the start of each competition cycle but can apply at any time. The committee should not unreasonably restrict membership of the team.

## The Committee

Unlike the other teams, the Fundraising Team committee is the Trustees. This is due to most sponsor applications requiring Trustee involvement anyway, and any decisions around sponsor suitability have to be made at Trustee level, so a separate committee would not be able to make any meaningful decisions.

## Roles and Responsibilities

In addition to the [common responsibilities](/version-8.0.0/annual-robotics-competition/common-responsibilities), the team has the following responsibilities:

### Collective responsibilities

* Contact sponsors to arrange funding
* Ensuring all perks due to sponsors are appropriately supplied
* Maintaining links with sponsors

## Accountability

The Fundraising Team is accountable to the Trustees. The Fundraising Team will make a report the Trustees at least once every month to report on progress and to highlight any areas of concern.

Due to their commerially sensitive nature, minutes of meetings will not automatically be made available to the general public. Release of this information requires approval of the Trustees.

## Budget

A budget will be made available to aid in sourcing funding. The responsibility for this budget will be delegated to an individual committee member.


# Miscellaneous

## Licensing

This work (the operations manual) is licensed under the [Creative Commons Attribution-ShareAlike 4.0 International License](https://creativecommons.org/licenses/by-sa/4.0/). The authors of this work are: Rich Barlow, Diane Dowling, Thomas Scarsbrook.

## Making Changes to this Document

The source of this document can be found here: <https://github.com/srobo/ops-manual>. It is maintained by the Trustees of the charity. It is important to note that the information contained within the 'master' branch of the repository has not been released and therefore is not authoritative. New releases of the operations manual must be approved by the Trustees via one of the decision making procedures defined in clause 17 of the [constitution](https://github.com/srobo/ops-manual/tree/d76377192d4c94c4bd4298f0f3954f5d342af24b/resources/constitution.pdf).

Releases of the operations manual are denoted with both a tag and branch of the form 'v#', where # is a number. The latest release is the one with the largest number and will be set as the GitBook 'primary' version. The requirement for a branch as well as a tag with the same name is an unfortunate requirement of how the GitBook platform operates; if a tag and branch of the same name ever differ in terms of the commit that they refer to, the tag takes precedence (if you happen to notice an anomaly of this form, please inform the [trustees](mailto:trustees@studentrobotics.org)).

To make a release of this document the following steps must be taken:

1. Ensure that the [Change Log](/version-8.0.0/miscellaneous/change-log) is up to date with all modifications made since the previous release.
2. Ensure that the Trustees have approved the release of the new version and it has been recorded in the Trustees' decisions.
3. Set the version number and date for the new version in the Change Log.
4. Create a new version via the GitBook editing interface. This version must have a human-readable name of the form 'Version #' and a 'path' of 'v#' (the 'path' setting in the GitBook interface is what becomes the branch name in the git repository).
5. Set the newly created version as the primary version, such that it is the version presented to a reader when visiting <https://srobo.gitbook.io/ops-manual/>.
6. Create a tag with the same name as the branch just created. This tag must point to the same commit as the current head of the branch. The tag can be created either using the normal git CLI tools or the GitHub web interface.


# Release Versioning

The Operations Manual attempts to follow Semantic Versioning 2.0.0 (<https://semver.org/spec/v2.0.0.html>). Since Semantic Versioning is designed for use with code, it is necessary to clarify what is considered the 'public API' and is helpful to give some examples of changes that will result in the major, minor or patch fields are incremented.

## The Operations Manual Public API

The Operations Manual is the means for the Trustees to define what Student Robotics is, what it stands for and how it operates. There are, in effect, two parts to the 'public API' of the Operations Manual:

* The organisation's interface to the world (the definition of what SR is and what it stands for)
* The Trustee's interface to the rest of the organisation (the structure within the organisation and the interface between those structures and the Trustees)

## Examples of Changes

### Major (X.y.z) Version Increment

* Adding a new organisation value
* Renaming the Core Team to the Competition Programme Committee and redefining its size and scope
* Reducing the period of the Core Team/Competition Programme Committee to 10 months
* Changing the procedure for a team/committee to report to the Trustees
* Re-writing the safeguarding policy such that all Student Robotics volunteers must re-read and understand it

### Minor (x.Y.z) Version Increment

* Adding a new team/committee (e.g. Kit Team)
* Changing the process for releasing a new version of the Operations Manual
* A Trustee changes (added or removed)
* Clarifying wording of things

### Patch (x.y.Z) Version Increment

* Fixing a typo that doesn't change the intended meaning
* Formatting changes


# Change Log

All notable changes to the Operations Manual will be documented on this page.

The format is based on [Keep a Changelog v1.0.0](https://keepachangelog.com/en/1.0.0/), and this project adheres to [Semantic Versioning v2.0.0](https://semver.org/spec/v2.0.0.html) (see the [Release Versioning](/version-8.0.0/miscellaneous/release-versioning) page for details of what this means).

Each release of the Operations Manual has an entry on this page. Within this entry changes are broken down into 'Added', 'Changed', 'Removed' and 'Minor Fix'. The first three categories cover modifications that affect the function of the document, whereas the last one includes modifications that do not, for example corrections to typos and formatting. Each entry also includes the date on which it took effect.

## Version 7.0.0 (2021-12-12)

### Added

* Infrastructure Team
* Marketing Team
* Fundraising Team
* Team common responsibilities

### Changed

* Details of Trustees
* Teams overview

### Removed

## Version 6.1.0 (2019-09-19)

### Added

* [Kit Team](/version-8.0.0/annual-robotics-competition/kit-team) page

### Changed

* Details of Trustees
* Name of Competition Programme Team to Competition Team
* Updated layout and headings on Competition Team pages to align with Kit Team pages
* Removed FAQs from Competition Team pages
* Changed other pages to reflect the fact that there are now two key Teams
* Removed 'emergency contact details' from data stored about volunteers
* Recorded use of GSuite to manage organisation

## Version 6.0.0 (2019-06-25)

### Added

* [Release Versioning page](/version-8.0.0/miscellaneous/release-versioning) that specifies that the Operations Manual follows Semantic Versioning v.2.0.0 from now on
* Note to [Change Log page](/version-8.0.0/miscellaneous/change-log) that clarifies its adherence to Keep a Changelog v1.0.0

### Changed

* Latest hosted version is now available at <https://opsmanual.studentrobotics.org/>
* Use British English spelling 'programme' for the Competition Programme
* Rename 'Core Team' to Competition Programme Committee
* Rewrite the old 'Core Team' page to 'Competition Programme Team' and rewrite the majority of its contents to describe the new structure

## Version 5 (2018-11-29)

### **Added**

* Paragraph referencing code of conduct for volunteers

### **Removed**

* Paragraph explicitly restricting volunteers meeting or contact young people

## Version 4 (2018-08-30)

### Added

* Change Log page to document modifications between releases.
* Instructions in the [Making Changes](/version-8.0.0/miscellaneous#making-changes-to-this-document) section to ensure that the Trustees have approved the release of a new Operations Manual, the decision to release is recorded, the Change Log is updated with the modifications made and the new version number and date of release is entered into the Change Log.
* Clarification to [Safeguarding](https://github.com/srobo/ops-manual/blob/safeguarding/about-the-charity/safeguarding.md) that it is only young people who are participating in Student Robotics activities that volunteers must not meet outside of the supervised environment.
* Examples of who 'those who participate in our community' are in [Purpose](/version-8.0.0/about-the-charity/code-of-conduct#1-purpose) section of Code of Conduct.
* Instructions to [Reporting Guidelines](/version-8.0.0/about-the-charity/code-of-conduct#6-reporting-guidelines) in Code of Conduct detailing what information to include in a report, how the report is handled and how corner cases, such as the person being accused being one of the people who normally deals with reports, are dealt with.
* Clarification to [Core Team's Expectations of the Trustees](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#core-teams-expectations-of-the-trustees) number 6 that only Trustees have direct access to volunteer dataset and that the Core Team will have to work with the Trustees to make use of it.
* Clarification to [Budgeting Requirements](https://github.com/srobo/ops-manual/blob/safeguarding/annual-robotics-competition/money-matters.md#budgeting-requirements) number 5 to remove ambiguity around what the '£1000' is referring to.

### Changed

* Only store geographical region, instead of full postal address, in [volunteer register](https://github.com/srobo/ops-manual/blob/safeguarding/annual-robotics-competition/volunteers.md).
* Soften 'expected' to 'will ideally' in Core Team [Defining Features](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#defining-features) section.
* Make Core Team [Defining Feature](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#defining-features) number 2 more all-encompassing.
* Shift dates of Core Team convening and disbanding one month earlier in the year (now convene in June and disband in May). This is to better align with the school year.
* Expect Core Team to run a Competition Program, rather than an explicit annual robotics competition, in [Trustees' Expectations of the Core Team](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#trustees-expectations-of-the-core-team) number 4.

### Removed

* Pre-selection of 10 people to invite to the meeting to form the Core Team in the [Core Team Formation](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#formation) section.
* Sentence explaining why more than eight people are invited to the meeting to form the Core Team in the [Core Team Formation](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#formation) section.
* Explicit list of volunteer details recorded from [Core Team's Expectations of the Trustees](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#core-teams-expectations-of-the-trustees) number 6. (This information is already defined on the [Volunteers](https://github.com/srobo/ops-manual/blob/safeguarding/annual-robotics-competition/volunteers.md) page).
* Reference to not giving refunds to paid events from [Consequences of Unacceptable Behaviour](/version-8.0.0/about-the-charity/code-of-conduct#5-consequences-of-unacceptable-behaviour) section of Code of Conduct. We don't run paid events, so it isn't relevant.

### Minor Fix

* Make release procedure in [Making Changes to this Document](/version-8.0.0/miscellaneous#making-changes-to-this-document) section into a numbered list.
* Make points under [Trustees' Expectations of the Core Team](https://github.com/srobo/ops-manual/tree/d9e76a35317e628b18897f068a9332d47488e80d/annual-robotics-competition/core-team.md#trustees-expectations-of-the-core-team) number 8 (be self-organising) into a numbered list.
* Expand 'SR' into 'Student Robotics' in [Safeguarding](https://github.com/srobo/ops-manual/blob/safeguarding/about-the-charity/safeguarding.md).
* Reference Trustees' email address in a more readable manner in [Safeguarding](https://github.com/srobo/ops-manual/blob/safeguarding/about-the-charity/safeguarding.md) and [Code of Conduct](/version-8.0.0/about-the-charity/code-of-conduct).

## Version 3 (2018-07-09)

The whole Operations Manual has been completely rewritten and bears little resemblance to Version 2, therefore it would not be sensible to try and enumerate all of the changes. Version 3 effectively represents a completely new direction for the Operations Manual and should be viewed as a completely new work.




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