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Research Issue Template: Setup Structure #143

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

Research Issue Template: Setup Structure #143

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

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@jianwangcat
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jianwangcat commented Oct 23, 2023

Overview

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

Action Items

  • copy the text below this item to a new comment
## Orginal draft from Resource 1.0
  • Copy the example from Resource 1.0 (title and body) and add under the text you just pasted into the new comment and choose the Comment button
  • create a new comment
  • Edit the prior comment and copy everything from the prior comment into the new comment
  • Replace the text ## Orginal draft from Resource 1.0 with
## New draft for guides project
  • save the comment
  • edit the last comment to customize to this project.
  • review with product
  • add template to template issue gallery

Resources

1.0 Research: Setup Structure The prework before a new research plan

@the-techgurl

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@the-techgurl
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the-techgurl commented Oct 27, 2023

New draft for guides project

Guides: Research Structure for [name of research]

Dependencies

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

Overview

We need to create a wiki structure and task list to support the development of a new research plan on [Replace TITLE OF RESEARCH] so that we can stay organized and consistent across all team members and working times.

Action Items

  • Add the milestone: 04.01 Prep for User Research of Gather examples guides.
  • Link the roadmap and its issue for your research into the resources below.
  • Create a label for your research plan, using the next number available. Check research plan number in Google drive's research folder and on wiki research output overview page on Github to make sure the number is correct.
    • Add label to this issue and to the roadmap issue.
  • Create a new wiki page for it.
  • Use the template to copy the structure.
  • Link new wiki page to Output overview wiki page.
    • Link it to the appropriate page under Research Documents by Participant Type.
    • Link it under Research Plan By Status based on whether it is current or future research. If the research plan has been created or the data has been collected, then choose Current Research. If no research plan nor data has been collected, then choose Future Research.
    • Link it under Research by Plan Number.
  • Fill out the wiki page with any information available, and include any links or documents that have already been created.
  • Go to the Shared Drives > Guides > Guides > Research > Research by Participant Type
    • Open the appropriate participant type folder for this RP
    • Check if there is a folder created for this research plan
    • If yes, move onto the next section
    • If no, please create a new folder called RP### - [Replace TITLE OF RESEARCH] in the "Research by Participant Type" folder
      • Right click the folder you just created and click "Add shortcut to Drive"
      • Go to All Locations > Shared drives > Guides > Guides > Research > Research by Plan # and name
      • Click the "Add" button and then "Ok" to the pop-up
  • Customize issues that will need to be made by striking through unneeded issues from this list (put ~ before and after text to make it strikethrough).
    • Research Plan (internal)
    • Timeline
    • Forms/Survey/Script
    • Emails text to parents if participants are minor (if required)
    • Recruitment plan for extra UXRs and participants(if required)
    • Identification of recruitment channels for UXRs and participants (if required)
    • Messaging for each type of channel (i.e. Slack, social)
    • Interest forms for UXRs
    • Selection criteria for UXRs and participants
    • Consent Plan for participants
    • Research Plan (external) - this is a subset of the internal
    • Consent Form
  • Update Outstanding Task Items on wiki page to reflect the necessary issues from the list above.
  • Have review meeting with Research Lead.
  • Have alignment meeting with Product for sign-off.
  • Create issues using templates from the list of template issues.

Resources/Instructions

1.01 Label page
1.02 Click to create new page on wiki
1.03 WIKI template
1.04 Google Drive, Research, 1. Research by Participant Type Folder
1.05 Output Overview wiki page
1.06 Research list of issue templates

  • Research Roadmap
    • Research Roadmap wiki page
    • Research Roadmap issue

@ExperimentsInHonesty
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ExperimentsInHonesty commented Nov 27, 2023

  • Improve draft by making the Instructions more specific using numbers in resources section
  • add actual path to research folder where referened
  • Go to the Shared Drives > Guides > Guides > Research > Research by Participant Type

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Labels
feature: templates Issue and document templates feature: user research role: UI/UX research size: 1pt Can be done in 6 hours or less
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Status: Prioritized Backlog
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