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The Internship project provides an opportunity for students to work on open source projects in the fields of software, product development, project management, and UI/UX research and design at LA’s fastest growing Civic Tech non-profit organization during their summer.
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Create template issues for all research plans #359

Closed pandanista closed 1 year ago

pandanista commented 1 year ago

Overview

We need to create template issues for all the research plans so that it is easier to create those issues for each research plans as needed.

Action Items

Creating Research Ops

Research Templates (in order that they will be used)

This does not include any audit issue templates

Setup

  1. Create a Research Roadmap

  2. Roadmap timeline

    • [ ] Issue #: #370
    • [ ] Issue Template:
    • [ ] Example of a timeline issue: #120 - this is for the whole project, we need one for a research roadmap, and individual timelines of each research plan

  3. Setup Wiki Structure for all the Research Plans in the roadmap

  4. Create Research Plan

  5. Update Research Plans and Goals chart on Wiki

    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Notes: Update Research plans and goals chart from a spreadsheet
    • [ ] Example: Intern Research List
    • [ ] Testing out in issue #374

  6. Research Plan timeline

    • [ ] Issue #: #372
    • [ ] Issue Template:
    • [ ] Example of a timeline issue: #120 - this is for the whole project, we need one for a research roadmap, and individual timelines of each research plan
    • [ ] Testing out in issue #371

Under 18 start of program consent

  1. Consent form
    • [ ] Issue #: #379
    • [ ] Issue Template:
    • [ ] Example: see the consent in the Guardian section of the WIKI (The issue to create the template should ask what the lowest age of the participant type is and if it's under 18, guide them through creating a formal consent form. If all over 18, then the survey form will contain the consent at the top of the form.)
      • [x] For example, parent consent Form
      • [ ] #240
      • [ ] Notes: there needs to be a dependency on the Research Plans & Goals for participant type, being completed
  2. Parent email collection and email addressed to parents
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example: #240

Consent documents for participants over 18

  1. Consent documents
    • [ ] Issue #: #368
    • [ ] Issue Template:
    • [ ] Example: see the consent in the Guardian section of the WIKI (The issue to create the template should ask what the lowest age of the participant type is and if it's under 18, guide them through creating a formal consent form. If all over 18, then the survey form will contain the consent at the top of the form.)
    • [ ] Testing out in issue #373

Interview prep

  1. Roll Call and Session Table
  2. Interview Script/Form Template (this includes moderated usability testing)
    • [ ] Issue #: #367 create an issue to ask a team member to review interview script we have used so we can develop a template
    • [ ] Issue Template:
    • [ ] Example:
    • [ ] Note: this template must contain instructions for creating a practice version after the sign off on the questions/form is done
  3. Create an Interview Recording Upload Form
    • [ ] Issue #: #341
    • [ ] Issue Template:
    • [ ] Example:
  4. Interview Instructions Google Doc
  5. EasyRetro clean up
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example: #362
  6. EasyRetro setup
    • [ ] Issue #: #361 (in the icebox now)
    • [ ] Issue Template:
    • [ ] Dependency: #362 should be able to help us improve the template
  7. Interview Training Slide Deck
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example: deck | Issue where deck created #202

steps for the recruitment of UX researchers

  1. Scheduling, Messaging & channels
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example: #205, #206, #207, #252
  2. Training session
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example: #252, #202
  3. Assignment

If we are not interviewing a captive user type

  1. Research Plan Recruitment Template (contains selection criteria, sampling, etc)
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Prework that creates a best practices guide, which will lead to creating a template for how to do it.#363
  2. Research Plan Recruitment Outreach Template (messaging/email for recruitment)
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Prework that creates a best practices guide, which will lead to creating a template for how to do it.#363

For all interviews

  1. Make issues for each interview
    • [ ] Issue #: #321
    • [ ] Issue Template:
    • [ ] Example: #142; #265 has step by step info for coordinating interview schedules
    • [ ] Note: the epic for this will have been made in the steps for the recruitment of UX researchers process

Unmoderated surveys

  1. Research Plan Survey questions and create google form
  2. Unmoderated usability testing template
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example:
    • [ ] Note: e.g., usabilityhub

Data Collection and Preprocessing

  1. Transcribe and de-identify interview transcripts
    • [ ] Issue #: #335
    • [ ] Issue Template:
    • [ ] Example:
  2. Data Cleaning
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example:

Data analysis and synthesis

  1. Rapid Qualitative Analysis
    • [ ] Issue #: #338
    • [ ] Issue Template:
    • [ ] Example:
  2. Thematic Analysis
    • [ ] Issue #: #314
    • [ ] Issue Template:
    • [ ] Example:
  3. Survey Analysis and Synthesis Template
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example:
  4. Usability Testing Synthesis
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example:
  5. Affinity Mapping Template
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example:
  6. Persona/Target audience/Use cases
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example:
  7. Customer Journey Map
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example:
  8. Competitive Analysis Template
    • [ ] Issue #:
    • [ ] Issue Template:
    • [ ] Example:

Reporting and dissemination

  1. Research Presentation Deck
    • [ ] Issue #: #329
    • [ ] Issue Template:
    • [ ] Example:
  2. Update the wiki page for any research plan. /Is it under Product or Research? See this column/

Resources/Instructions

pandanista commented 1 year ago

Please provide update:

  1. Progress: Reviewed with Bonnie yesterday through # 7 in the Research Templates section
  2. Blockers: None
  3. Availability: 6 hours
  4. ETA: Will take a few meetings to go through all of them. Will continue the review on next Monday.
  5. Pictures or links* (if necessary):
pandanista commented 1 year ago

206 might need to be added to the templates for future recruiting team members.

ExperimentsInHonesty commented 1 year ago

Review these links to use them to make appropriate changes to the epic list above.

ExperimentsInHonesty commented 1 year ago

Create the buckets in the wiki research output overview and start categorizing the research plans based on bucket.

under that bucket list the research plans that show up as open under the milestone 06.01.02 Research Audit and update wiki page under the first bucket (WIKI audit)

pandanista commented 1 year ago

Reviewed all the issues mentioned above. #240 and #362 will be made into templates. The rest won't, but they are referenced in other template issues as examples.

265 has step by step info for coordinating interview schedules (Research Ops). The step by step info could be included in issue template #321's "Schedule Interview" section.

252 is included as examples for recruiting UXR issue templates that to be made.

240 the steps listed are required for the recruitment process for participants under 18, and will be converted into a template.

206 is included as an example for recruiting UXR issue templates that to be made. Would like more context on the issue.

362 will be a repeated process, so it will be helpful to make it into a template.

ExperimentsInHonesty commented 1 year ago

Example of what the spreadsheet for the research plans and goals looks like Intern Research List

ExperimentsInHonesty commented 1 year ago

Research Templates (in order that they will be used)

This does not include any audit issue templates

Setup

Under 18 start of program consent

Consent documents for participants over 18

Interview prep

steps for the recruitment of UX researchers

If we are not interviewing a captive user type

For all interviews

Unmoderated surveys

Data Collection and Preprocessing

Data analysis and synthesis

Reporting and dissemination

ExperimentsInHonesty commented 1 year ago
Activity Template Issue (Done) Issue Link (in progress)
Make issue for New Research epic
WIKI Audit Research: Update
Research Roadmap Research: Create Roadmap Details
Roadmap Timeline https://github.com/hackforla/internship/issues/370
Wiki Structure for all the Research Plans in the roadmap Research: Setup Structure
Research Plan Research: Research Plan
Research Plans & Goals chart on Wiki
Research Plan timeline https://github.com/hackforla/internship/issues/372
Consent form <18
Parent communication
Consent documents >18 https://github.com/hackforla/internship/issues/368
Roll Call and Session Table Roll Call and Session Table .
Interview Script/Form https://github.com/hackforla/internship/issues/367
Interview Recording Upload Form https://github.com/hackforla/internship/issues/341
Interview Instructions https://github.com/hackforla/internship/issues/366
EasyRetro clean up
EasyRetro setup https://github.com/hackforla/internship/issues/361
Interview Training Slide Deck
Scheduling, Messaging & channels
Training session
Assignment
Research Plan Recruitment (selection criteria, sampling, etc)
Research Plan Recruitment Outreach Messaging
Issues for each interview https://github.com/hackforla/internship/issues/321
Survey questions & google form
Unmoderated usability testing
Transcribe and de-identify interview transcripts https://github.com/hackforla/internship/issues/335
Data Cleaning
Rapid Qualitative Analysis https://github.com/hackforla/internship/issues/338
doctorsandy commented 1 year ago

Here are my comments for this issue: https://docs.google.com/document/d/1YUk6-t3tMQ3ZCjopG-wN1FJYyHeahlIlk8xXlNFrZyo/edit?usp=sharing

ExperimentsInHonesty commented 1 year ago

@doctorsandy Please move your document to the Google Drive

doctorsandy commented 1 year ago

@ExperimentsInHonesty Happy to do that. Just want to double check, where would be a good place to put feedback in the Google drive?

ExperimentsInHonesty commented 1 year ago

@pandanista @doctorsandy are you still waiting for an answer to sandy's question above? I thought we talked about this at a meeting. If we did not. Here is my answer, this is for Ying to decide.

pandanista commented 1 year ago

@priyatalwar This issue was reviewed, and to better facilitate the tracking, we decided to conduct the research audits instead. See TWE: Research: Outstanding items for Research Plans, which is included in the resources section. If we are using the sheet to track the progress, then this issue might not be needed anymore. Please let me know if we need to close this one and open a new issue or leave this one open for tracking templates making.

For more context: I created this issue to identify what issue templates are needed and also to track the issue templates once made. But since then, we started using the spreadsheet for research audits and template tracking.

pandanista commented 1 year ago

@pandanista will include the spreadsheet onto the wiki for TWE research output. Then we can close this issue.

pandanista commented 1 year ago

Added the TWE: Research: Outstanding items for Research Plans to the Research output overview wiki page, see screenshot below:

Screenshot 2023-06-01 at 10 49 14 AM

We can close this issue as it is not needed anymore.