(a) Boundaries and shared responsibility

There are Rituals and Disciplines that dictate how a team does this, documented at Manualization Boundaries.

It is important that this process is not driven and controlled by a single authority figure in the team, or by one enthusiast, but that it is seen as the responsibility of All team members. As one of the Core Features of AMBIT everyone in the team should understand the nature of the Dynamic, adaptive Manualization and be prepared to offer up material for the team as one of the Rituals and Disciplines of working in this way.

(b) Making time for Manualizing

We recommend there should be a Manualization slot in Team Meetings, where the team attends to the ongoing task of manualizing itself.

Alternatively, teams might wish to set aside a regular (say monthly) meeting specifically for this purpose - collecting an "agenda" for this from the business that has preoccupied the team in the past weeks.

(c) Allocating Roles

We recommend that there are three SEPARATE roles in the team meeting where manualizing is part of the agenda, and these should not held by the same person:

• The Chair
• Chairing is a skill that requires practice and some authority in the team - having a "rotating chair" may feel democratic and inclusive, but risks ineffective chairing, and loss of task.
• See Role of the Chair
• The Learning Support Worker
• All teams are vulnerable to becoming "learning disabled" (see Senge: Discipline 5 - Team Learning) and should be prepared to accept support in learning from their experiences. The role of the learning support worker is to maintain a "meta-perspective" on their team's live discussion, keeping in mind "What are the learning points about practice that might be generalisable from this discussion?".
• See Role of the Team Learning Support Worker
• The Scribe
• Some teams might prefer to scribe on paper, and then delegate someone to load the material into the manual later, others may want to manualize "live" into the manual, via an LCD projector.
• See Role of the team Scribe

(d) Equipment and permissions

It is helpful for an AMBIT team to have regular access to computers and to internet access.

An LCD Projector is useful, so that the manual can be projected during team meetings, and clinical discussions minuted "in vivo".

TiddlyManuals run on any modern browser, but especially in accessing the other web-based materials that are embedded in the the manual, we recognise that there may be teething troubles in getting Organisational support for the technology to run TiddlyManuals and we provide pointers and resources for this.