I brain-dumped into the task summary as I won't decide on a good on-wiki location tonight. (Yes, docs should be on-wiki, Andre.)

@Rfarrand, @srishakatux: Feel free to edit/add/correct before we cannot remember some steps in three months. ;)

@Aklapper Added a couple more steps related to the survey analysis. I feel like it would be great if these instructions are somewhere on MediaWiki /New_Developers/Quarterly/How-to-xx?? Do you see any point as to why not?

@srishakatux: See first sentence in T177522#3662772 and feel free to go ahead

@srishakatux: "to contact these newcomers via email with a link to the survey form at the end of each month in a quarter (three times)": Either that collides with "@Aklapper to gather email addresses of last 3 months' newcomers listed" && "Right before the quarter ends, @Aklapper to contact Bitergia to update data", or I don't understand. My understanding was that newcomers who started in a 3 month timeframe are sent a survey once in a batch. If you suddenly wanted to send out a survey every month, that would require me to ask Bitergia every month for updated data, instead of every three months. But maybe I misunderstand.

The origin of this change (to be agreed, now that I see the implications) is that the answers to the survey questions will be systematically different between people who has just joined, and people who joined 2.5 months ago. The idea of sending the survey in monthly batches tries to reduce this distortion. It was a suggestion, not a requirement.

Re: "to contact these newcomers via email with a link to the survey form at the end of each month in a quarter":

Makes sense. I can provide names/addresses on a monthly basis, it's just that I was not aware that this got discussed and we need these docs to be consistent. @srishakatux: Feel free to edit "Right before the quarter ends," and "to gather email addresses of last 3 months' newcomers" above if monthly is the way to go.

@Qgil, @srishakatux: It also implies we need another person with access to the DB dump file behind wikimedia.biterg.io as I likely won't be around every single beginning of a month for the rest of my life. Volunteers? (meta:#Technical_Collaboration_programs lists Quim as runner-up under "Reports (quantitative)".)

If it's too cumbersome, I think it's okay to reach out to Biterg/ gather emails altogether at the end of a quarter.

@Aklapper I've copy / pasted, slightly edited the steps here https://www.mediawiki.org/wiki/User:SSethi_(WMF)/How_to_Create_a_Report. If it makes sense to you, I will move it to /New_Developers/Quarterly/ on MW. In your section, the only thing that I changed: removed where it says Aklapper to do X as it's obvious.

It's only cumbersome until T151161 gets fixed. And I'd like to have a fallback person. :) So it makes sense to me to have this monthly.

(Edited the wikipage to say every month instead of three months)

In T177522#3686870, @Aklapper wrote:

Volunteers? (meta:#Technical_Collaboration_programs lists Quim as runner-up under "Reports (quantitative)".)

Runner up it is! o/

@srishakatux: From my point of view https://www.mediawiki.org/wiki/User:SSethi_(WMF)/How_to_Create_a_Report#New_developers_metrics_and_trends is in an acceptable state and can be moved to its final destination ( https://www.mediawiki.org/wiki/New_Developers/Quarterly/How_to_create_a_report ?)

@Qgil: Thanks. Filed T178381 for handling your permissions.