TWE: Create Template Issue: Create Q&A in Easy Retro for interviews

[pandanista]

Dependency

• [ ] #362 will help us evaluate how EasyRetro has performed and offer best practice when using EasyRetro

Overview

We need to create a template issue for creating Q&A in Easy Retro for interview sessions so that we have consistent, transparent, defined and self-supporting structure for people creating them.

Action Items

• [x] Add to the Project Board
• [x] Add the milestone: Project Management
• [x] Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.
• [x] Any place you see [replace...] replace both the text and the brackets with what it is asking for
• [x] Create a draft of new template by copying the content block below to a comment on this issue, which will be known as our Draft
• [x] In your draft, Fill out the top part (called front matter) with the info it needs. See the Resources section below for definition and example.
• [x] Define any Dependencies (or remove the dependency section)
• [x] Customize the Overview section
• [x] Fill out the Action Items section (in your draft) by defining the steps that are required to be done, keeping the following in mind:
  • [x] The person working on this issue might be new to the org, so the issue should be able to be worked on without any prior knowledge
  • [x] If the person needs to add links, or put documents in specific locations, the place where they can do that action must be linked in the resources section
    • [ ] the links provided by the issue creator should be in the same order as the Action Items
• [ ] If documents or folders (sheets, docs, presentations, dashboard, etc.) will be created, find the document template that should be used by checking the WIKI Templates by role pages.
  • [ ] if there is a template
    • [ ] Add a link to the template into the ### Resources section of your draft
  • [ ] if there is no template yet
  • [ ] put a placeholder into the### Resources section of the draft [TWE: Template: [replace with name of type]]
• [ ] Get sign-off by product on the draft
• [ ] Create the template issue on the repo
• [ ] Add the link to related "Get started" button in the Resources section below.
• [ ] Update the appropriate place in wiki for your template (see resources section)

Resources/Instructions

~Getting started button link for creating new issue using the ["REPLACE with name and link of template"] template on the "New issue" tab~

• Meeting Recordings Folder -- store recordings of template testing

WIKI Templates

• by role pages
  • TWE: WIKI: UX Research Guides Templates
  • [Design]
  • [Product]
  • [Engineering]
• default document templates, in case you don't have one yet can found on the Design Process Overview page

Content to copy for draft

Draft of [replace with name of type] template issue
---
name: TWE: Create Template Issue: [replace with name of template]
about: 
title: TWE: [replace with action verb] [replace with name of template]
labels: 'feature: board / google drive / tools', 'feature: missing', 'size: missing', 'role: missing', 'milestone: missing'
assignees: 
---
# Instructions for creating this issue
The person who creates this issue should use these links to add links to the resources section and customize this issue
- [ ] Find WIKI page for this issue by looking at role pages [Internship Wiki, Join the team page](https://github.com/hackforla/internship/wiki/Joining-the-Team) - then add the appropriate link to the resources section
- [ ] Find document template that should be used [Templates & Product Branding](https://github.com/hackforla/internship/wiki/Design-Process-Overview) - then add that specific template link into the resources section
- [ ] If no dependencies, delete dependency section
- [ ] any place you see `[replace...]` replace both the text and the brackets with what it is asking for (including in the front matter above but not where it says name, but not where it says title.
- [ ] add appropriate labels and remove the corresponding missing labels
- [ ] delete this section when all the checkboxes above are complete (i.e., the issue assignee will never see this part)

### Dependencies

### Overview
WE NEED TO DO X FOR Y REASON

### Action Items
A STEP BY STEP LIST OF ALL THE TASK ITEMS THAT YOU CAN THINK OF NOW EXAMPLES INCLUDE: Research, reporting, etc.

### Resources

Resources

Front Matter Fields and Meaning

- name: (name that appear on the new issue tab) - about: (is the description that appears next to the issue template on the new issue tab - title: (the title that appears when the issue is created. User then customizes this title for their issue) - labels: (choose the labels that will be the same each time, and choose missing labels for the ones that depend on content) - assignees:

Front Matter Field example

- name: 'Research: Roadmap' - about: The start of a new roadmap - title: 'TWE: Research Roadmap [name of type]' - labels: 'feature: research, feature: roadmap, milestone: missing, role: UI/UX research, - size: 0.50pt' - assignees: ''

[pandanista]

Draft of template issue for creating Q&A in Easy Retro for interviews

---

name: Research: Create Q&A in Easy Retro for interviews about: We are creating a template for Easy Retro so we have instructions on how to use Easy Retro to ask questions and get answers title: TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Easy Retro Interview Q&A: Create labels: 'feature: research', 'feature: interview(s)', 'Participant Type: missing', 'Research 000: missing', 'size: 0.5pt', 'role: UI/UX research', 'milestone: missing' assignees:

Instructions for creating this issue

The person who creates this issue should use links in the section "Resources for creating this issue" (i.e., 1.01, 1.02, etc.) to customize this issue.

• Customize the issue
  • [ ] Open the "Research Overview" wiki page (Resource 1.01)
  • [ ] Choose the appropriate research roadmap or research plan folder (ie., RP###) on the wiki page
    • Use the information on the wiki page and in research roadmap or research plan to customize this issue
  • [ ] Copy and paste entire template in this issue into text editor (ie., "TextEdit" on Mac, "Wordpad" on PC)
  • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values
    • Year
      • [ ] Find/Replace [Replace YY] with cohort/research year (Two digit format, ex: "22" for year "2022")
    • Research Plan Number
      • [ ] Find/Replace [Replace 000] with the research plan number (Three digit format, ex: "001" for research plan "RP001")
    • Type of Participant
      • [ ] Find/Replace [Replace TYPE OF PARTICIPANT] with the participant type (ex: "Intern" or "Mentor")
    • Type of Interview
      • [ ] Find/Replace [Replace TYPE OF INTERVIEW] with the type of interview (ex: "Intake" or "Exit")
  • [ ] Copy and paste the edited template from text editor back into this Github Issue, replacing all original text
  • [ ] Re-check all the checkboxes (all of the [Replace...] should be replaced by the correct information)
  • [ ] Close the text editor
  • Update the issue title
    • [ ] Copy the following

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Easy Retro Interview Q&A: Create

    • [ ] Choose "Edit" in the title section of this issue
    • [ ] Paste the text you copied to replace the issue title
    • [ ] Choose "Save"
• Customize the issue settings (located in right sidebar)
  • [ ] Under Assignees, assign a Researcher if it has been determined. Otherwise, leave it blank.
  • [ ] Under Projects, choose gear , choose Repository, and choose Program Management
  • [ ] Add the milestone: choose gear , and choose Research Plan Execution
  • [ ] Under Labels, remove the milestone: missing label
• [ ] Under Labels, choose gear , and apply the label Research: RP[Replace 000]
  • [ ] Under Labels, choose gear , and apply the label Participant Type: [Replace TYPE OF PARTICIPANT]
  • [ ] Under Labels: remove the Research 000: missing and Participant Type: missing
• Remove this section
  • [ ] After all the checkboxes above are complete and the issue is ready to be worked on, delete all text below the "Instructions for creating this issue" (top heading) and above "Dependencies" (heading below) -- i.e., the issue assignee will never see this part

Dependencies

Overview

We need to create Q&A in Easy Retro for RP[Replace 000] so we can provide answers to team members' questions to interview instructions as well as questions during practice sessions and real time interviews.

Action Items

• [ ] UX lead asks admin to add the team member working on this issue to the 1Password internship-UX's vault

  Customize Resource Links

• Customize Resource for Wiki Page Link
  • [ ] Go to the wiki page: Research Output Overview (Resources # 1.01)
  • [ ] Find relevant wiki page for RP[Replace 000]
  • [ ] Copy the link for the RP[Replace 000] wiki page.
  • [ ] Update Resource # 2.01 with the link you just copied. Place it into parentheses at the end of the line
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Customize Resource for this Research Plan's Google Drive Folder
  • [ ] Open the Google Drive's Research by Type Folder (Resources # 1.02)
  • [ ] Open the [Replace TYPE OF PARTICIPANT] Folder
  • [ ] Copy the link for the RP[Replace 000] folder
    1. Right-click on the RP[Replace 000] folder
    2. Choose "Get Link"
    3. Choose "Copy link"
  • [ ] Update Resource # 2.02 with the link you just copied. Paste into parentheses at the end of the line.
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

    Create Easy Retro for RP[Replace 000]

• [ ] Log into Easy Retro using 1Password
  1. Log into 1password (Resources # 1.03)
  2. Choose internship-UI/UX vault
  3. Choose to see login info for Easy Retro account
  4. Go to Easy Retro (Resources # 1.04)
  5. Log into Easy Retro with the internship-ux@hackforla.org account using the login information in 1Password
• [ ] Create an Easy Retro for Q&A so we can address Interviewer's questions regarding the interview instructions
  1. Choose "Add board"
  2. Copy

     TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Instructions Q&A

  3. Paste into the top field to rename the board
  4. Make sure the board is in column format
  5. Create two columns, Questions and Answers (see example screenshot below)
  6. Choose the 3 vertical dots, and choose "Set column color" to ensure the two columns are in different colors
• [ ] Choose "Share"
• [ ] Choose "Copy URL"
• [ ] Update Resources # 2.03 by pasting the copied link inside parentheses at the end of the line
• [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• [ ] Create an Easy Retro for Q&A that occurs during the practice interviews
  1. Choose "Add board"
  2. Copy

     TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Practice Interview Q&A

  3. Paste into the top field to rename the board
  4. Make sure the board is in column format
  5. Create two columns, Questions and Answers (see example screenshot below)
  6. Choose the 3 vertical dots, and choose "Set column color" to ensure the two columns are in different colors
• [ ] Choose "Share"
• [ ] Choose "Copy URL"
• [ ] Update Resources # 2.04 by pasting the copied link inside parentheses at the end of the line
• [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• [ ] Create an Easy Retro for Q&A that occurs during the interviews so we can answer questions in real time
  1. Choose "Add board"
  2. Copy

     TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Q&A

  3. Paste into the top field to rename the board
  4. Make sure the board is in column format
  5. Create two columns, Questions and Answers (see example screenshot below)
  6. Choose the 3 vertical dots, and choose "Set column color" to ensure the two columns are in different colors
• [ ] Choose "Share"
• [ ] Choose "Copy URL"
• [ ] Update Resources # 2.05 by pasting the copied link inside parentheses at the end of the line
• [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• [ ] Review with UX Lead
• [ ] Product sign-off

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview 1.02 Google Drive Folder: Research by Type 1.03 1password 1.04 Easy Retro

Resources gathered during the completion of this issue

2.01 [Wiki: Research Plan [Replace 000]] 2.02 [Google Drive Folder: RP[Replace 000]] 2.03 [[TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Instructions Q&A] 2.04 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Practice Interview Q&A] 2.05 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Q&A]

[pandanista]

@priyatalwar Two asks here.

1. After the #362 gets signed off by product, we can check off the dependency box at the top and remove the dependency label for this issue, and put this one into new issue approval column. At the same time, we can check off the boxes under "remove dependency" section at the end of issue #362.
2. If this issue is approved, please move it to the prioritized backlog so I can keep working on it.

Thank you!