HOWTO Deal With People Not Being Excellent

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Sometimes people aren't excellent, here are our best guidelines for how to deal with this.


Advocate/Board process

If an advocate can talk to whoever is causing issues and resolve it, that's great.

If this fails or wouldn't be helpful, it becomes a board problem.

When there is doubt as to what happened, start with an advocate investigation & report. This may be unnecessary when there is no dispute as to the facts.

An incomplete list of consequences the board may do:

  • For a minor, rare offense, a warning may be appropriate
  • A suspension, with clear language that a longer suspension or even ban might be pursued if another issue arises with the same person
  • A permanent ban (The board can reverse these at any time so language to the effect of "ban may be overturned if" isn't necessary)


When a Suspension Happens

  1. Ensure the vote is documented in a board meeting on the wiki
  2. Add them to the spreadsheet of banned/suspended people that is in the Board+Advocate shared drive under discipline documentation
  3.  ???

When a Ban Happens

  1. Try to address any storage they have in the final proposal. (Remember to delete their storage plot from the crm later)
  2. Ensure the vote is documented in a board meeting on the wiki
  3. Remove them from the mailing lists
  4. Remove their role from the CRM and change their plan to “banned”
  5. Deactivate their slack account
  6. Block their wiki account
    1. TODO: How should we say they are banned on their userpage? I think a red alertbox template at the top?
  7. Deactivate their keys
  8. Checking if they have any access to any of our social media accounts, email groups, etc
  9. Check for access to servers, vpn, etc
  10. Document this on all the banned lists
    1. Banned List
    2. Spreadsheet of banned/suspended people that is in the Board+Advocate shared drive under discipline documentation.
    3. Printed list by the door