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Etiquette for Client-based Work [DRAFT]

Like this, but with more vibes

General guidelines for working with clients

Always-Be-Capturing. When someone speaks and the content of the conversation is important, capture it in the meeting notes to make sure that you can refer back to them later.

Mute your phone and desktop's notifications when on calls.

Please behave professionally and reduce visual noise on camera (items in background), auditory noise (background) and contextual noise (unnecessary words or comments) to a minimum.

Don't eat, smoke or do any other activities during workshops. If you are not the main facilitator, turn off your camera in case you need to step away from the screen.

By default, your objective is to overdeliver and make sure everyone you work with is happy with your work. There are many internal feedback rounds that are there to improve each other.

Please make sure your internet connection is 100% reliable throughout the entire workshop and you have access to all tools.

Always be on time or a minute earlier. If you need to come late, discuss the best way to join with another expert of the sprint.

Please make sure your background has as little visual noise as possible.

Please have good audio and no background noise. We recommend a setup with a professional microphone but good headphones do the trick!

When you work with the team, put 100% of your attention to the client and their requirements.

Don't schedule other meetings or phone calls in the breaks. Ideally take the time to get fresh air, look at a panoramic view or rest/meditate.

Drink enough water and avoid sugary snacks, it will impact your attention span and focus.

Representing Crypto Sapiens as a Contributor

Always listen to the client and pay attention to their needs.

Always have Discord open with the internal project channel for conversations with the team outside of Zoom.

[FIX ME] Once you filled out the Contributor application, you can contribute and learn but not vote or give advice, commonly known as shadowing (more on that below).

Contributors can be active members of our community or people who apply to become Experts in a specific domain. You can sign up to become a Contributor here. Once signed up, you will get access to active projects and several other internal Discord channels.

Once you receive the Contributor status, you can apply to shadow on projects by observing and learning.

In order to become an Expert, you first collaborate with an Expert on a project, contribute with work, get reviewed, and can then apply to become an Expert on a specific domain. Reviews and feedback happen through existing Experts, who know the quality of the work.

Who are you not as a part of Crypto Sapiens?

We make it clear you're part of Crypto Sapiens. To a client we don't want to give the impression that you are:An unrelated external contractor
Not taking responsibility for your work
Splitting time between other projects
Disorganized, unfocused, and not paying attention

Representing Crypto Sapiens as a WorkGroup Lead, Project Creative Lead, or other Management Role

Everyone on our team (e.g. facilitators, product designers, user researchers, etc.) who provides critical advice to the client is seen as an Expert on the project. Due to their past experience working in the knowledge domain of the client and having familiarity with building a product and the product design process, their role is similar to that of a traditional consultant. They are confident with their expertise and knowledge and their advice is appreciated.

As an Expert, you:

Put your health and wellbeing before everything else

Are knowledgeable within your domains of expertise (Facilitation, Communication Strategy, Product Design, Research, etc.)

Can confidently say you're experienced

Use friendly and professional language

Can express your thoughts succinctly, honestly, and clearly

Are interested in the success of our customers more than money or status

Etiquette for Client-based Work [DRAFT]

Like this, but with more vibes

General guidelines for working with clients

Always-Be-Capturing. When someone speaks and the content of the conversation is important, capture it in the meeting notes to make sure that you can refer back to them later.

Mute your phone and desktop's notifications when on calls.

Please behave professionally and reduce visual noise on camera (items in background), auditory noise (background) and contextual noise (unnecessary words or comments) to a minimum.

Don't eat, smoke or do any other activities during workshops. If you are not the main facilitator, turn off your camera in case you need to step away from the screen.

By default, your objective is to overdeliver and make sure everyone you work with is happy with your work. There are many internal feedback rounds that are there to improve each other.

Please make sure your internet connection is 100% reliable throughout the entire workshop and you have access to all tools.

Always be on time or a minute earlier. If you need to come late, discuss the best way to join with another expert of the sprint.

Please make sure your background has as little visual noise as possible.

Please have good audio and no background noise. We recommend a setup with a professional microphone but good headphones do the trick!

When you work with the team, put 100% of your attention to the client and their requirements.

Don't schedule other meetings or phone calls in the breaks. Ideally take the time to get fresh air, look at a panoramic view or rest/meditate.

Drink enough water and avoid sugary snacks, it will impact your attention span and focus.

Representing Crypto Sapiens as a Contributor

Always listen to the client and pay attention to their needs.

Always have Discord open with the internal project channel for conversations with the team outside of Zoom.

[FIX ME] Once you filled out the Contributor application, you can contribute and learn but not vote or give advice, commonly known as shadowing (more on that below).

Contributors can be active members of our community or people who apply to become Experts in a specific domain. You can sign up to become a Contributor here. Once signed up, you will get access to active projects and several other internal Discord channels.

Once you receive the Contributor status, you can apply to shadow on projects by observing and learning.

In order to become an Expert, you first collaborate with an Expert on a project, contribute with work, get reviewed, and can then apply to become an Expert on a specific domain. Reviews and feedback happen through existing Experts, who know the quality of the work.

Who are you not as a part of Crypto Sapiens?

We make it clear you're part of Crypto Sapiens. To a client we don't want to give the impression that you are:An unrelated external contractor
Not taking responsibility for your work
Splitting time between other projects
Disorganized, unfocused, and not paying attention

Representing Crypto Sapiens as a WorkGroup Lead, Project Creative Lead, or other Management Role

Everyone on our team (e.g. facilitators, product designers, user researchers, etc.) who provides critical advice to the client is seen as an Expert on the project. Due to their past experience working in the knowledge domain of the client and having familiarity with building a product and the product design process, their role is similar to that of a traditional consultant. They are confident with their expertise and knowledge and their advice is appreciated.

As an Expert, you:

Put your health and wellbeing before everything else

Are knowledgeable within your domains of expertise (Facilitation, Communication Strategy, Product Design, Research, etc.)

Can confidently say you're experienced

Use friendly and professional language

Can express your thoughts succinctly, honestly, and clearly

Are interested in the success of our customers more than money or status