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Research Issue Template: Research Roadmap #142

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9 of 10 tasks
Tracked by #141
ExperimentsInHonesty opened this issue Oct 23, 2023 · 3 comments
Open
9 of 10 tasks
Tracked by #141

Research Issue Template: Research Roadmap #142

ExperimentsInHonesty opened this issue Oct 23, 2023 · 3 comments
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feature: templates Issue and document templates feature: user research role: Product size: 1pt Can be done in 6 hours or less

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@ExperimentsInHonesty
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ExperimentsInHonesty commented Oct 23, 2023

Dependency

Overview

We need to create a template issue for a Research Roadmap, so that we can create a Research Roadmap, when we are ready and maintain consistency with the org (across projects) and the guides project.

Action Items

  • Copy the example from Resource 1.0
  • Paste into a comment below
    • Add title to the top of the paste
## Orginal draft from Resource 1.0
  • Paste again into next comment
    • Add the title to the top of the paste
## New draft for guides project
  • edit the last comment to customize to this project.
  • review with product
  • add template to template issue gallery

Resources

1.0 Research: Roadmap The start of a new roadmap

@ExperimentsInHonesty ExperimentsInHonesty changed the title Research Issue Template: Roadmap Research Issue Template: Research Roadmap Oct 23, 2023
@ExperimentsInHonesty ExperimentsInHonesty added this to New Issue Approval in Product Management via automation Oct 23, 2023
@ExperimentsInHonesty

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@ExperimentsInHonesty
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ExperimentsInHonesty commented Oct 23, 2023

New draft for guides project

Title: Guides: Research Roadmap [name of type]

Dependencies

ANY ISSUE NUMBERS THAT ARE BLOCKERS OR OTHER REASONS WHY THIS WOULD LIVE IN THE ICEBOX

Overview

We need to create a research roadmap to [describe what and why]

Action Items

  • Add to Project Board and set up milestone
    • Under "Projects," add to the Project Management Board
    • Add milestone: 04.01 Prep for User Research of Gather examples guides
  • Create a new page on the wiki for the roadmap
    • Copy the template for Research Roadmap (Resource # 1.01)
    • Click on the link for creating a new wiki page (Resource # 1.02)
      • Paste in the copied template
      • Name it RP[###]: [type name] Research Overview
      • Save the new page
    • update the link in the resources below (Resource # 2.01)
    • link it to the Research Output Overview wiki page (Resource # 1.03) -> Current Research -> Setup
  • Create new Google Drive Folder
    • Go to the Google Drive, Research, 1. Research by Type, Folder (Resource # 1.04)
      • Create a new folder in the drive called [number. name of type] (e.g., 1. Mentor, 2. Intern)
      • update the link in the resources below (Resource # 2.02)
  • Make a new document using the report template
    • Copy the research roadmap template (Resource # 1.05)
    • Move the document from "My Drive" to the shared drive guides folder that you just created.
    • Name the document to be called Guides: Research Roadmap: [name of type]
    • update the link in the resources below (Resource # 2.03)
  • Create the research roadmap content
    • Fill out the research roadmap
    • Update the Table of contents (page 2) when you are finished with the document
  • Get Approvals/Make Edits
    • UX Research Lead sign-off
    • Product-sign off

Resources/Instructions

Resources for creating this issue

1.01 WIKI template for Research Roadmap
1.02 Click to create new page on wiki
1.03 Research Output Overview
1.04 Google Drive, Research, 1. Research by Participant Type Folder
1.05 Guides: Template: Research Roadmap

Resources gathered during the completion of this issue

2.01 [RP000: Wiki Page]
2.02 [Google Drive, Research, 1. Research by Type, [Number. Name of Type]]
2.03 [Guides: Template: Research Roadmap: [TYPE]]

@ExperimentsInHonesty
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ExperimentsInHonesty commented Oct 23, 2023

In order for this template to be completed, it needs the

  • wiki structure to be setup, so that the links can be added to the Resources section of the template. (create new issue)
  • Google Drive setup Create research folders #150
  • Copy and customize the report template (create issue)

@ExperimentsInHonesty ExperimentsInHonesty moved this from New Issue Approval to Ice Box in Product Management Oct 23, 2023
@jianwangcat jianwangcat moved this from Ice Box to Prioritized Backlog in Product Management Oct 31, 2023
@jianwangcat jianwangcat moved this from Prioritized Backlog to New Issue Approval in Product Management Oct 31, 2023
@jianwangcat jianwangcat moved this from New Issue Approval to In progress (actively working) in Product Management Oct 31, 2023
@jianwangcat jianwangcat moved this from In progress (actively working) to Prioritized Backlog in Product Management Oct 31, 2023
@jianwangcat jianwangcat moved this from Prioritized Backlog to New Issue Approval in Product Management Oct 31, 2023
@jianwangcat jianwangcat moved this from New Issue Approval to Prioritized Backlog in Product Management Oct 31, 2023
@jianwangcat jianwangcat moved this from Prioritized Backlog to Ice Box in Product Management Oct 31, 2023
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Labels
feature: templates Issue and document templates feature: user research role: Product size: 1pt Can be done in 6 hours or less
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