TWE: Create Template Issue: Interview Instructions Template

[pandanista]

Overview

We need to create a template issue for interview instructions so that we have consistent, transparent, defined and self-supporting structure for people creating them.

Action Items

• [ ] Add to the Project Board
• [ ] Add the milestone: Project Management
• [ ] Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.
• [ ] Any place you see [replace...] replace both the text and the brackets with what it is asking for
• [ ] 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
• [ ] 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.
• [ ] Define any Dependencies (or remove the dependency section)
• [ ] Customize the Overview section
• [ ] Fill out the Action Items section (in your draft) by defining the steps that are required to be done, keeping the following in mind:
  • [ ] 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
  • [ ] 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]

As a summary, it involves a few steps to make a template.

1. Identify what the issue template's deliverables are.
   • In this case, the deliverable will be a Google doc that is used to provide UXR interview instructions. Once we know what the deliverables are, we can start on them first in most cases. For this template, since we need an interview instructions doc, we need to consolidate previous interview instructions to create a google doc that can be customized for all research plans in the future.

• I have already created interview instruction template doc and saved into the template folder on the Google drive/Research - TWE: Template: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Instructions. Please feel free to edit it.
  • A few documents might be useful when you edit: TWE: IS22: RP006: Intern Intake Interviews Instructions, Interview Instructions, TWE: IS22: RP012: Intern Exit Interviews Instructions, and a very old RP002 interview instructions
  • This is the deck, which will be used to create another template TWE: RP6: Intern Intake Interview Training-IS 22 Good to keep in mind this deck will include the interview instructions doc.

2. Start making the issue template.
   • To create this issue template, please refer to [the second comment] (https://github.com/hackforla/internship/issues/343#issuecomment-1371585413) in #343. We will follow the same structure of the roll call and session table template creation, including title, front matter, instructions for creating this issue, and the issue template (Dependencies if needed, Overview, Action items, Resources/Instructions).

• To write instructions on how to change or replace plan number, participant type, etc, see the Instructions for creating this issue section of same comment above.

3. Internal testing. It might take multiple rounds. For testing:

   • Set up an issue using the issue template, then follow the instructions to customize the issue so it is ready to be tested. Better to add [TEST] on the title to distinguish from regular issues.
   • Assign someone to do the testing, and ask them to provide feedback in comments.
   • Incorporate the feedback into the issue and issue templates.

4. Release There might be other changes need to be made after the template release, so we need to make edits to the template in the repository.

Hope this will help you get started in template making. Let me know if you have more questions.

[sunannie27]

@doctorsandy Please provide update

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures or links* (if necessary): "Add any pictures or links that will help illustrate what you are working on."

• remember to add links to the top of the issue if they are going to be needed again.

Bonnie said you might not have time to work on this, let us know if I can unassign you from this issue.

[pandanista]

https://www.youtube.com/watch?v=Hla1jzhan78 a video can be used for interview training.