Create OCS UXR training deck template

[mkleibman]

Overview

Create a UXR onboarding guide for OCS Impact Research. Please refer to the TDM Calculator guide for reference.

Action Items

• [x] Create a UXR Onboarding Guide Template using Google Slides.
• [x] Review example training decks
• [x] Make an outline of what our training deck will cover
• [x] Review with Agile Coach (Bonnie)
• [x] Create deck using template from the Communication guide
• [x] Update communication guide when new slides format are created during this process.
• [ ] Release dependency on #96

Slides Should contain

• [x] Contributors List
• [x] Current Team
• [x] Benefits for the UXR Volunteers
• [x] Overview of the OCS Project
• [x] Purpose of the Research ( Research brief)
  • [x] Objectives
  • [x] Participants
  • [x] Qualitative vs Quantitative explanation
• [x] Interview Training
• [x] Download Background
• [x] EasyRetro for Q&A (https://easyretro.io/)
• [x] Mock Interviews
• [x] How to claim interviews
• [x] Pre-interview preparation
• [x] How to use the interview script
• [x] Tips
• [x] Zoom Settings
• [x] Questions

Resources/Instructions

At Issue:

OCS Impact Research UXR Onboarding [TEMPLATE]

For reference:

• Internship Team Training Deck Example
• OCS Slide Template
• OCS Communication Guide
• Intern Training Guide

[mkleibman]

@kalyaniraman please review at your leisure and let me know of any changes. Thanks!

[kalyaniraman]

@mkleibman Issue looks good. Do you want to move the reference link to TDM along with other reference links at the bottom of the issue? Also for -

• Milestones, i selected Guides option. Let me know if you think it should belong with another milestone.
• Can you add Size to the Labels?

[mkleibman]

@kalyaniraman Yes TDM can go along with other links. I will continue on this today.

[mkleibman]

Please see updated slide designs. Ignore images that are hidden, as they have not been checked (pending further Qs about how to proceed).

I have revised typefaces, cleaned up alignments, added vector graphics and inserted placeholder text. I also added comments for next steps to discuss next meeting. All images are sourced in our docs, as required. I also added a new background image for consideration.

Tagging: @LAStorm & @kalyaniraman for feedback when available.

[mkleibman]

Confirming that I will begin work on this today, and complete through the weekend ahead of Monday's meeting. This also pertains to #96

I will update this comment with my notes shortly.

[mkleibman]

Please use stars to vote on preferred background image in Figma. Leave a comment for any improvements you would like to see, or additional options not offered.

OCS Figma Page: Open Source Images

[mkleibman]

Per Meeting 5/9

• [x] Add EasyRetro slide info
• [x] Finalize mock interview slides
• [x] Finalize BG image (see #107 and place in Drive)
• [ ] Change vector graphics to match color pallet, and remove any unnecessary lines/borders.

Outstanding Qs:

1. Do we have an interview script finalized? If so, can we add it to this issue for reference?
2. What is the status on a C.U.T guide for this project? -- remove any reference to CUT pending finalization of document.

[kalyaniraman]

@ExperimentsInHonesty @TugbaMet Can you please let us know do we have a CUT guide? If so , can you please give access to it?

[kalyaniraman]

Please refer to the Internship project guide and update ours to be similar to that teams deck

• Internship Research Training Deck

[ambersu123]

@ExperimentsInHonesty do we want to copy the same styling as well just with our branded colors and fonts

[mkleibman]

Please review slides to confirm they match expectations using Intern guide and let me know of any changes I should make. I am posting here since our meeting did not go forward today and next week is PMs only & a holiday. Our slide deck

Intern deck for which it is based

cc/ @kalyaniraman @ambersu123 @ExperimentsInHonesty

[ExperimentsInHonesty]

Hi @mkleibman

1. I made copy of the session table and role call document that is referenced in the training, calling it OCS: Interview Session and Roll Call Table template and putting it in our communications guide folder. It will need to be customized to our project (change out the logo) and then a copy made for this specific deck.
2. I made copy of the interview training document that is referenced in the deck , calling it TWE: RP__: UXR ___ Interviews Instructions [template] and putting it in our communications guide folder. It will need to be customized to our project (change out the logo) and then a copy made for this specific deck.
3. Can you change out the red bullets for one of our colors
   see this animated gif

[kalyaniraman]

@mkleibman 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 (if necessary): "Add any pictures that will help illustrate what you are working on."

[mkleibman]

@mkleibman 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 (if necessary): "Add any pictures that will help illustrate what you are working on."

1. Changed colors of bullet points, just need to update links to our project
2. I don't have team specific links to update
3. I am now widely available and back from vacation (am traveling today)
4. It's a 1pt size once I have links (I can create or setup if needed)
5. See link

[ExperimentsInHonesty]

• an example of an interview guide (sometimes known as cut guide) from the internship team TWE RP6 Intern Intake Interview Instructions
• @LAStorm will provide a link to the interview guide for Impact Research when she is done with the formatting

Is this still an outstanding item

• [ ] Change vector graphics to match color pallet, and remove any unnecessary lines/borders.

Outstanding items

• See notes here https://github.com/hackforla/open-community-survey/issues/103#issuecomment-1179574186
• The question about ETA is when given the work that is left, you think you will be done (date)

[LAStorm]

Here is the link to the interview guide.

[mkleibman]

Notes 8/22. CC: @kalyaniraman & @ExperimentsInHonesty

• [x] Create links for training deck (ETA: this week)
• [ ] Confirm what style vectors to use; the people-based graphics discussed in earlier meetings - at bottom of doc- OR the simple shapes used in the intern deck but in our colors. I can change colors of SVG regardless style used.

[mkleibman]

Do we have an OCS account email for EasyRetro so I can create new boards? These remain the only links I have not set up for OCS, converted from TWE. I need them both for the slide and instructions doc. Alternately, if we have a password doc or access to an email, I can use that to set up a new EasyRetro for the project.

cc/ @kalyaniraman @ExperimentsInHonesty

[mkleibman]

Good morning, I cannot sign into our OCS GMail account since it notes the password was changed 5 months ago. Can someone please update the password in 1Password in the Open Community Survey vault or provide it to me so I can? I cannot create an EasyRetro board until I verify the email; so alternately if anyone has access, please verify.

cc/ @ExperimentsInHonesty @LAStorm -- do either of you have current PW?

[mkleibman]

Updates:

• [x] Create Easy Retro boards for OCS and link them in slides and training instructions
• [x] Split Easy Retro and Instructions (Slide 15) into two separate slides with Easy Retro first
• [x] Reduce bullet points or entirely remove existing instructions slide (Slide 14) IF redundant to instructions doc
• [x] Replace all instances of intern to participants
• [x] Adjust/fix roll call header logo

[mkleibman]

• [ ] Complete Figma letter and report form for Google docs
• [ ] Make a new instructions doc from Figma template for OCS
• [ ] Create a generic instructions template and highlight text areas which will change based on project/team use
• [ ] Create Wiki guidance for future use of generic template

[joshfishman]

Reviewed Slide Deck Template

Slide 5 - Project Description This slide needs to be rewritten, the current description is describing two of our many projects

The Open Community Survey project creates transparent reports supported by a direct collection of personal perspectives from LA residents to help The LA Department of Neighborhood Empowerment (empowerla.org) and the Los Angeles Neighborhood Councils (NCs) to understand how constituents are interacting with, and what they need from, their websites.