Research Issue Template: Research Plan

[jianwangcat]

Overview

We need to create a template issue for a Research Plan, so that we can create a Research Plan, 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: Research Plan The start of a new research plan

[the-techgurl]

New draft for guides project

Guides: Create Research Plan for RP[###]

Dependencies

• [Replace this with Roadmap issue #]
• A research setup structure (wiki, GitHub labels, Google Drive, etc.) has been created and approved.

Overview

We need to create a Research Plan for [NAME OF RESEARCH PLAN] so that [RESEARCH GOAL(S)].

Action Items

• Update this issue to make sure it's properly categorized and easy to manage
  • Under "Projects," add to the Project Management Board (helps with Project Management overview)
  • Add the milestone: Research Plan Creation (helps with prioritization)
  • Add label of the correct research plan number associated with this research plan (e.g., Research: RP001) (helps you find related issues in the same workflow)
  • Edit title of issue with the correct research plan number (same as prior)
  • Edit placeholders in Overview of this issue with the relevant information in square brackets. (personalizes the issue to make it easier to read). 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.
• Update this issue with the relevant Resources:
  • Go to the Research Output Overview Page (link in Resources)
    • find the relevant overview type wiki page.
    • change [Wiki [TYPE] Research Overview Page] in the Resources below with the correct wiki page of the research overview by type.
  • Go to the Research Output Overview Page again
    • find the relevant wiki page for this specific research plan.
    • change the [RP__ Wiki Page] in the Resources below with this RP's specific wiki page.
  • Find and link the folder you are going to put your research plan in (e.g., Research by Type>2. Intern>RP6 - Intern Intake Interviews)
    • Go to the Google Drive's Research by Type Folder (link in Resources)
    • Go into the relevant Type Folder (e.g., 1. Mentor, 2. Intern, etc.)
    • once inside, right-click on the relevant destination folder and copy the link. (e.g., RP6 - Intern Intake Interviews)
    • Add the Google Drive link in the Resources below with the link you just copied and revise the display text to include the Research Plan number (e.g., Google Drive RP__ Folder to Google Drive RP008 Folder)
• Create the Research Plan Document.
  • Make a new document using the TWE Research Plan template (link in Resources). Follow the instructions in the How To Write a Research Plan guide (link in Resources) and mark your progress in this issue.
  • Move your document from "My Drive" to the shared drive internship folder of this specific RP.
  • Name your document to be called "TWE: RP___ : [TITLE OF RESEARCH] Research Plan".
  • Update the document with the relevant information in accordance with the research roadmap document (found on the Research Overview Page).
  • Update the Table of contents (page 2) when you are finished with the document.
• Meet and sign-off research plan document with UX Research lead (by adding it to the research team meeting agenda).
• Update RP Wiki Page with any changes or corrections.
• Once research lead has signed off, add it to the PM/Research lead agenda
• sign-off by PM
• Does this issue have any dependency checkboxes in the action items here?
  • if yes, remove dependencies that are listed below (issues that are waiting on this issue to be completed. Sometimes they have already been made and sometimes they yet to be made).
    • close this issue
  • if no, check to see if the follow-up issues have already been made (see related structure issue). If new issues have not been made, then apply label ready for research lead and define what needs to be done in a comment below
    • close the issue
    • move to Question/Review Column

Resources

1.01 Wiki Research Output Overview Page
1.02 [Wiki [TYPE] Research Overview Page]
1.03 [RP__ Wiki Page]
1.04 Google Drive, Research, 1. Research by Participant Type Folder
1.05 [Google Drive RP__ Folder]
1.06 TWE: Research Plan Template
1.07 TWE: How to Write a Research Plan

[the-techgurl]

• Improve draft by making the Instructions more specific using numbers in resources section
• add actual path to research folder where referenced