TWE: Template Issue: Research: Presentation Slide Deck: Create

[bradyse]

Dependency

• TWE: Research: RP017: Data: Analyze #493
  • When the dependency is cleared, move Research: Test: Issue Template: Research: Presentation Slide Deck: Create #600 into the prioritized backlog
  • Research: Test: Issue Template: Research: Presentation Slide Deck: Create #600 (2a)
  • [TEST] TWE: IS22: RP017: Presentation Slide Deck: Create #475 (3)

Overview

We need to create a template issue for Research: Presentation Slide Deck: Create so that we have consistent, transparent, defined and self-supporting structure for people creating them. This issue template will replace some of the resources and instructions found in #250.

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: Slide Deck]
• Create testing issue (add to Resources)
• Create the template issue on the repo
• Update the appropriate place in wiki for your template (see resources section)
• Release dependency on Create Slide Deck for dissemination of research results #250 and close that issue.

Resources/Instructions

• Testing issue Research: Test: Issue Template: Research: Presentation Slide Deck: Create #600

Other issue templates to refer to as a reference

• TWE: Create Research Plan for RP20 #320
• TWE: Create Template Issue: Research: Create Roadmap Details #323
• New issue page - look at Research templates (Create Roadmap Details and Research Plan issue templates were created using this Create Template Issue: template

WIKI Templates

• by role pages
  • TWE: WIKI: UX Research Guides Templates
  • Design Process Overview page
  • [Product]
  • [Engineering]
• TWE: Slide Deck Template

Content to copy for draft

Draft of `TWE: Create Slide Deck for Presentation of Findings` template issue
---
name: TWE: Create Template Issue: Create Slide Deck for Presentation of Findings
about: 
title: TWE: RP[###]: Create Slide Deck for Presentation of Findings
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: ''

[bradyse]

Draft of Research: Presentation Slide Deck: Create template issue

name: Research: Presentation Slide Deck: Create
about: Updating research findings to discuss with all stakeholders attached to the project
title: TWE: IS[Replace YY]: RP[Replace 000]: Presentation Slide Deck: Create
labels: 'feature: presentation', 'feature: research', 'size: 1pt', 'role: UI/UX research', 'Research 000: missing', 'Milestone: Missing','complexity: large', 'Participant Type: 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

• Customize the issue keywords
  • 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 this entire template into text editor (ie., "TextEdit" on Mac, "Wordpad" on PC)
  • Use Search/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for [Replace in order to replace the keyword strings (including text and the brackets) below with the appropriate values
    • Year
      • Search for [Replace YY]
      • "Replace All" with research year (ie., "22" for 2022)
    • Research Plan Number
      • Search for [Replace 000]
      • "Replace All" with the research plan number (ie., "001" for RP001)
    • Participant Type
      • Search for [Replace with PARTICIPANT TYPE]
        • "Replace All" with Participant Type
    • Type of Document
      • Search for [Replace TYPE OF DOCUMENT]
      • "Replace All" with the type of document that was used for (e.g., Spreadsheet, FigJam, Miro)
      • Note that this step is only applicable to the synthesis research asset.
    • Copy and paste the edited template from text editor back into GitHub Issue, replacing all original text
    • Choose "Update Comment"
  • Check this off when you've completed all the steps above
  • Close text editor
• Copy and paste TWE: IS[Replace YY]: RP[Replace 000]: Presentation Slide Deck: Create into the issue title (replacing the current title)
• Customize the issue settings (located in right sidebar)
  • Under Assignees, assign a Researcher if it has been determined. Otherwise, leave it blank.
  • Under Labels, choose gear
    • apply the label Research: RP[Replace 000]
      • Remove the label Research: 000: missing
    • Apply the label Participant Type: [Replace with PARTICPANT TYPE]
      • Remove the label Participant Type: missing
  • Under Projects, choose gear , choose "Repository," and choose "TWE: Project Board"
  • Under "Milestone" choose gear , and choose Presentation Materials
  • Remove the label milestone: missing
• Customize dependencies
  • Check the dependencies section (below); add any dependencies as needed(any issue or reason that would prevent the action items from being completed), otherwise leave as is
• Remove this section
  • After all the checkboxes above are complete, and the issue is ready to be worked on, delete all text above "Dependencies" (heading below) -- i.e., the issue assignee will never see this part

Dependencies

• Data analysis has been completed (link the issue that is tracking the analysis)

Overview

We need to create a presentation slide deck for IS[Replace YY] Research Plan [Replace 000] to present the research findings and insights to all internal and external stakeholders.

Action Items

Customize Resource Links

• Customize Resource for Wiki Page Link
  • Go to the wiki page: Research Output Overview (# 1.01 link in Resources)
  • Find relevant wiki page for RP[Replace 000]
  • Copy the link for the RP[Replace 000] wiki page.
  • Edit this issue and update the Resource Project Board: Initial Setup #2.01 by pasting the link you just copied inside parentheses at the end of the resource line. Choose "Update Comment"
  • Customize Resource for this Research Plan's Google Drive Folder
    • Open the "Google Drive Folder: Research by Plan # and Name" (# 1.02 link in Resources)
    • Right-click on the RP[Replace 000] folder, choose "Get Link" and then "Copy link"
    • Edit this issue and update the Resource "2.02 Google Drive Folder: RP[Replace 000]" by pasting the link you just copied inside parentheses at the end of the resource line. Choose "Update Comment"
• Customize Resource for this Research Plan's Google Doc
  • Open the Google Drive folder of the link you just pasted (# 2.02 link in Resources)
  • Right-click on the RP[Replace 000] Research Plan Google Doc, choose "Get Link" and then "Copy link"
  • Edit this issue and update the Resource "2.03 [Google Doc: RP[Replace 000] Research Plan]" by pasting the link you just copied inside parentheses at the end of the resource line. Choose "Update Comment"
• Customize Resource for Slide Deck Presentation
  • Choose Resource "1.03 TWE template called Presentation Slide Deck"
  • Choose "Use Template"
  • Rename document TWE: IS[Replace YY]: RP[Replace 000]: Research Analysis Presentation
  • Move the file into the Internship's shared drive
    1. Choose Move icon (or choose File > Move)
    2. Choose back arrow to access all your drives
    3. Choose Shared drives > Internships > Internships > Research > Research by Plan # and Name > folder for RP[Replace 000]
    4. Choose "Move here"
    5. Choose "Move" when it asks if you want to change ownership to a shared drive
    • If warning ""TWE: IS[Replace YY]: RP[Replace 000]: Research Analysis Presentation" has been moved from My Drive to RP017 - Productivity Dashboard Interview" pops up, choose "Dismiss"
  • Update Resource "2.04 [RP[Replace 000] Synthesis [Replace TYPE OF DOCUMENT]"
    1. In the Synthesis document, copy and paste the shareable link (this may be different depending upon the type of document used to analyze the data).
    2. Choose "copy link"
    3. Edit this issue and update Resource "2.04 [RP[Replace 000] Synthesis [Replace TYPE OF DOCUMENT]" by pasting the link you just copied inside parentheses at the end of the resource line.
    4. Choose "Update Comment"
  • Update Resource "2.05 IS[Replace YY]: RP[Replace 000]: Research Analysis Presentation"
    1. In the "Research Analysis Presentation" slides, choose "Share" (upper right corner)
    2. Choose "copy link"
    3. Edit this issue and update Resource "2.05 IS[Replace YY]: RP[Replace 000]: Research Analysis Presentation" by pasting the link you just copied inside parentheses at the end of the resource line.
    4. Choose "Update Comment"

Review Research Plan Documentation
Review the following research assets and write questions into comments for the UX Research Lead as you go through the research plan and analysis documents. If you think the content should be revised, include that information in your comments.

• Review RP[Replace 000] wiki page (link # 2.01)
  • Briefly review all wiki documentation related to this type of research.
• Review RP[Replace 000] Google Doc (link # 2.03)
  • Review the brief summary about the project/product.
  • Review the overall goals and/or objectives of the type of research.
  • Review the summary of the target participants.
  • Review research framework and methodologies.
• Review analysis and synthesis documentation (link # 2.04)
  • Review existing research analysis templates
  • Review research findings and insights
• Create the slide deck (link # 2.05)
  • Identify the narrative & storytelling that will best suit the research findings
  • Create presentation slides for the following:
    • Project Introduction
    • Timeline
    • Types of stakeholders
    • Overview of research conducted
    • Research methods used
    • Data Collection
    • Data Analysis
    • Overview of research findings and insights
    • Research Impact
    • Next Steps for the research
• Review with Team
  • Review with UX Research Lead
  • Product Sign-off
  • Update this research plan's wiki page with the link to the slide deck (link # 2.01)
  • Present at UXR Team Meeting

Resources

Resources for creating this issue

1.01 Wiki: Research Output Overview
1.02 Google Drive Folder: Research by Plan # and Name
1.03 TWE: Slide Deck Template

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 [Google Doc: RP[Replace 000] Research Plan]
2.04 [RP[Replace 000] Synthesis [Replace TYPE OF DOCUMENT]
2.05 [IS[Replace YY]: RP[Replace 000]: Research Analysis Presentation]

[pandanista]

• @bradyse Thank you very much for revising the template. I have created a new issue ([TEST] TWE: IS22: RP017: Presentation Slide Deck: Create #475) to test this template once the data analysis is done.

[ExperimentsInHonesty]

Ying and I are going to

• customize this presentation template for research findings
• customize the related issues so that they can use it.

[ExperimentsInHonesty]

I think this should get worked on by Ying and Jinyan (see prior research presentations) and then review with product if you have specific questions.

Here is an example of a presentation from TDM Research Team
TDM Calculator Round 3 User Testing Insights

[jinyan0425]

@pandanista Ying, what is your thought on the draft? Shall we tweak the template a bit to be more consistent with other templates that were recently deployed and then test it?

[pandanista]

@jinyan0425: Yes, we need to tweak it and then test it with any research plan after we are done with the data analysis stage. I took another look at this template after our meeting, and here are the next steps:

• Update the first comment with the latest create issue template
• Update the TWE: Slide Deck Template
• Update the presentation template in this comment

Like we mentioned yesterday, let's prioritize the RQA related templates since they are more urgent. We can work on this afterwards.

[ExperimentsInHonesty]

@jinyan0425 Please clean this issue up and make any new issues that follow this, and prioritize them according to the above comment #329 (comment).

[sunannie27]

@jinyan0425 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.

[jinyan0425]

@sunannie27

1. We have not started it yet, we are prioritizing the RQA issues. We will work on this issue after 624 is done. Does that sound good to Product?

• TWE: Create Template Issue: Rapid Qualitative Analysis (RQA): Pre-process #618
• Research: Test: Issue Template: Rapid Qualitative Analysis (RQA): Pre-process #620
• [TEST] TWE: IS21: RP001:Rapid Qualitative Analysis (RQA): Pre-process #621
• TWE: Create Template Issue: Rapid Qualitative Analysis (RQA): Conduct Transcript Summaries #624

2. NA.
3. I will be on vacation for the first three weeks of October, and may barely have time working on this.
4. Not sure at this moment.
5. NA.

Does this sound good to you too? @pandanista