Create template issues for all research plans

[pandanista]

Overview

We need to create template issues for all the research plans so that it is easier to create those issues for each research plans as needed.

Action Items

• Create draft template issues for the following and determine what needs to be in each template

Creating Research Ops

• Create a template Issue for a new process
  • Issue #: Create a template structure for new issue templates #311
  • Issue Template: Issue: Create a template issue

Research Templates (in order that they will be used)

This does not include any audit issue templates

Setup

1. Create a Research Roadmap

   • Issue #: TWE: Create Template Issue: Research: Create Roadmap Details #323,
   • Issue Template: Issue: Research: Create Roadmap Details

2. Roadmap timeline

   • Issue #: TWE: Create Template Issue: Create Research Roadmap Timeline Template #370
   • Issue Template:
   • Example of a timeline issue: IS22: Create Timeline Spreadsheet #120 - this is for the whole project, we need one for a research roadmap, and individual timelines of each research plan

3. Setup Wiki Structure for all the Research Plans in the roadmap

   • Issue #:
   • Issue Template: Issue: Research: Setup Structure

4. Create Research Plan

   • Issue #: TWE: Create Template Issue: Research Plan #313
   • Issue Template: Issue: Research: Research Plan

5. Update Research Plans and Goals chart on Wiki

   • Issue #:
   • Issue Template:
   • Notes: Update Research plans and goals chart from a spreadsheet
   • Example: Intern Research List
   • Testing out in issue TWE: HfLA Volunteer Research Plans and Goals Chart: Create #374

6. Research Plan timeline

   • Issue #: TWE: Create Template Issue: Create Timeline for Research Plans #372
   • Issue Template:
   • Example of a timeline issue: IS22: Create Timeline Spreadsheet #120 - this is for the whole project, we need one for a research roadmap, and individual timelines of each research plan
   • Testing out in issue TWE: IS22: RP020: Research Plan Timeline: Create #371

Under 18 start of program consent

1. Consent form
   • Issue #: TWE: Create Template Issue: Create Consent Documents for Participants under 18 #379
   • Issue Template:
   • Example: see the consent in the Guardian section of the WIKI (The issue to create the template should ask what the lowest age of the participant type is and if it's under 18, guide them through creating a formal consent form. If all over 18, then the survey form will contain the consent at the top of the form.)
     • For example, parent consent Form
     • TWE: Parent Email: Internship Program Disclosure #240
   • Notes: there needs to be a dependency on the Research Plans & Goals for participant type, being completed
2. Parent email collection and email addressed to parents
   • Issue #:
   • Issue Template:
   • Example: TWE: Parent Email: Internship Program Disclosure #240

Consent documents for participants over 18

1. Consent documents
   • Issue #: TWE: Template Issue: Research: Consent Documents for Participants over 18: Create #368
   • Issue Template:
   • Example: see the consent in the Guardian section of the WIKI (The issue to create the template should ask what the lowest age of the participant type is and if it's under 18, guide them through creating a formal consent form. If all over 18, then the survey form will contain the consent at the top of the form.)
     • For example, mentor consent Script and Form
   • Testing out in issue TWE: IS22: RP020: HfLA Website Team Member Informed Consent Documents (18 yrs +): Create #373

Interview prep

1. Roll Call and Session Table
   • Issue #: TWE: Create Template Issue: Interview Session and Roll Call Table Template #343
   • Issue Template: Issue: Research: Create Interview Roll Call and Session Table
2. Interview Script/Form Template (this includes moderated usability testing)
   • Issue #: TWE: Create Template Issue: Create Interview Script #367 create an issue to ask a team member to review interview script we have used so we can develop a template
   • Issue Template:
   • Example:
   • Note: this template must contain instructions for creating a practice version after the sign off on the questions/form is done
3. Create an Interview Recording Upload Form
   • Issue #: TWE: Create Template Issue: Create Upload Form #341
   • Issue Template:
   • Example:
4. Interview Instructions Google Doc
   • Issue #: TWE: Create Template Issue: Interview Instructions: Create #366
   • Issue Template:
   • Example: TWE: Template: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Instructions
5. EasyRetro clean up
   • Issue #:
   • Issue Template:
   • Example: EasyRetro Q&A boards clean-up and consolidation #362
6. EasyRetro setup
   • Issue #: TWE: Create Template Issue: Create Q&A in Easy Retro for interviews #361 (in the icebox now)
   • Issue Template:
   • Dependency: EasyRetro Q&A boards clean-up and consolidation #362 should be able to help us improve the template
7. Interview Training Slide Deck
   • Issue #:
   • Issue Template:
   • Example: deck | Issue where deck created TWE: Set up Intern Intake Interview Training Session #202

steps for the recruitment of UX researchers

1. Scheduling, Messaging & channels
   • Issue #:
   • Issue Template:
   • Example: TWE: UX researcher Intern Intake Interview interest form #205, TWE: Create landing pages on wiki with info for prospective UXRs #206, TWE: Send out UX researcher recruitment message (for Intern Intake Interviews) to internal and external slack channels #207, Recruit UX Researchers for Exit Interviews #252
2. Training session
   • Issue #:
   • Issue Template:
   • Example: Recruit UX Researchers for Exit Interviews #252, TWE: Set up Intern Intake Interview Training Session #202
3. Assignment

If we are not interviewing a captive user type

1. Research Plan Recruitment Template (contains selection criteria, sampling, etc)
   • Issue #:
   • Issue Template:
   • Prework that creates a best practices guide, which will lead to creating a template for how to do it.TWE: Review Research Recruitment Process #363
2. Research Plan Recruitment Outreach Template (messaging/email for recruitment)
   • Issue #:
   • Issue Template:
   • Prework that creates a best practices guide, which will lead to creating a template for how to do it.TWE: Review Research Recruitment Process #363

For all interviews

1. Make issues for each interview
   • Issue #: TWE: Create Template Issue: Research: Interviews: Make Issues #321
   • Issue Template:
   • Example: IS22 Interviews: make issues #142; Schedule and Conduct Mentor Exit Interviews #265 has step by step info for coordinating interview schedules
   • Note: the epic for this will have been made in the steps for the recruitment of UX researchers process

Unmoderated surveys

1. Research Plan Survey questions and create google form
   • Issue #:
   • Issue Template:
   • Example: TWE: [name of survey] Template (in Research > Template folder)
2. Unmoderated usability testing template
   • Issue #:
   • Issue Template:
   • Example:
   • Note: e.g., usabilityhub

Data Collection and Preprocessing

1. Transcribe and de-identify interview transcripts
   • Issue #: TWE: Template Issue: Research: Interview Transcription: Set Up #335
   • Issue Template:
   • Example:
2. Data Cleaning
   • Issue #:
   • Issue Template:
   • Example:

Data analysis and synthesis

1. Rapid Qualitative Analysis
   • Issue #: TWE: Research: Checklist for Rapid Qualitative Analysis (RQA) #338
   • Issue Template:
   • Example:
2. Thematic Analysis
   • Issue #: TWE: Create Guide for Thematic Analysis #314
   • Issue Template:
   • Example:
3. Survey Analysis and Synthesis Template
   • Issue #:
   • Issue Template:
   • Example:
4. Usability Testing Synthesis
   • Issue #:
   • Issue Template:
   • Example:
5. Affinity Mapping Template
   • Issue #:
   • Issue Template:
   • Example:
6. Persona/Target audience/Use cases
   • Issue #:
   • Issue Template:
   • Example:
7. Customer Journey Map
   • Issue #:
   • Issue Template:
   • Example:
8. Competitive Analysis Template
   • Issue #:
   • Issue Template:
   • Example:

Reporting and dissemination

1. Research Presentation Deck
   • Issue #: TWE: Template Issue: Research: Presentation Slide Deck: Create #329
   • Issue Template:
   • Example:
2. Update the wiki page for any research plan. /Is it under Product or Research? See this column/
   • Issue #:
   • Issue Template: Issue: Research: Update
   • Example:

• Review
• Create issue templates

Resources/Instructions

• Wiki Research Output Overview
• Google Drive Research Folder
• Google Drive Template Folder
• TWE: Research: Outstanding items for Research Plans

[ExperimentsInHonesty]

Review these links to use them to make appropriate changes to the epic list above.

• Schedule and Conduct Mentor Exit Interviews #265

• How we recruited researchers: Recruit UX Researchers for Exit Interviews #252

• When making issue template for consent process, review this issue TWE: Parent Email: Internship Program Disclosure #240

• create a template issue for creating landing pages. See example: TWE: Create landing pages on wiki with info for prospective UXRs #206

• is this a post research activity? EasyRetro Q&A boards clean-up and consolidation #362

[ExperimentsInHonesty]

Create the buckets in the wiki research output overview and start categorizing the research plans based on bucket.

under that bucket list the research plans that show up as open under the milestone 06.01.02 Research Audit and update wiki page under the first bucket (WIKI audit)

• WIKI audit
• Setup
• Interview prep
• Interviews
• Data Collection and Preprocessing
• Data analysis and synthesis
• Reporting and dissemination

[ExperimentsInHonesty]

Example of what the spreadsheet for the research plans and goals looks like
Intern Research List

[ExperimentsInHonesty]

Research Templates (in order that they will be used)

This does not include any audit issue templates

Setup

• Create a Research Roadmap
• Roadmap timeline TWE: Create Template Issue: Create Research Roadmap Timeline Template #370
• Setup Wiki Structure for all the Research Plans in the roadmap
• Create Research Plan
• Update Research Plans and Goals chart on Wiki
• Research Plan timeline TWE: Create Template Issue: Create Timeline for Research Plans #372

Under 18 start of program consent

• Consent form
• Parent email collection and email addressed to parents

Consent documents for participants over 18

• Consent documents TWE: Template Issue: Research: Consent Documents for Participants over 18: Create #368

Interview prep

• Roll Call and Session Table
• Interview Script/Form Template (this includes moderated usability testing) TWE: Create Template Issue: Create Interview Script #367
• Create an Interview Recording Upload Form TWE: Create Template Issue: Create Upload Form #341
• Interview Instructions Google Doc TWE: Create Template Issue: Interview Instructions: Create #366
• EasyRetro clean up
• EasyRetro setup TWE: Create Template Issue: Create Q&A in Easy Retro for interviews #361
• Interview Training Slide Deck

steps for the recruitment of UX researchers

• Scheduling, Messaging & channels
• Training session
• Assignment

If we are not interviewing a captive user type

• Research Plan Recruitment Template (contains selection criteria, sampling, etc)
• Research Plan Recruitment Outreach Template (messaging/email for recruitment)

For all interviews

• Make issues for each interview TWE: Create Template Issue: Research: Interviews: Make Issues #321

Unmoderated surveys

• Research Plan Survey questions and create google form
• Unmoderated usability testing template

Data Collection and Preprocessing

• Transcribe and de-identify interview transcripts TWE: Template Issue: Research: Interview Transcription: Set Up #335
• Data Cleaning

Data analysis and synthesis

• Rapid Qualitative Analysis TWE: Research: Checklist for Rapid Qualitative Analysis (RQA) #338
• Thematic Analysis TWE: Create Guide for Thematic Analysis #314
• Survey Analysis and Synthesis Template
• Usability Testing Synthesis
• Affinity Mapping Template
• Persona/Target audience/Use cases
• Customer Journey Map
• Competitive Analysis Template

Reporting and dissemination

• Research Presentation Deck TWE: Template Issue: Research: Presentation Slide Deck: Create #329
• Update the wiki page for any research plan

[ExperimentsInHonesty]

Activity	Template Issue (Done)	Issue Link (in progress)
Make issue for New Research epic
WIKI Audit	Research: Update
Research Roadmap	Research: Create Roadmap Details
Roadmap Timeline		#370
Wiki Structure for all the Research Plans in the roadmap	Research: Setup Structure
Research Plan	Research: Research Plan
Research Plans & Goals chart on Wiki
Research Plan timeline		#372
Consent form <18
Parent communication
Consent documents >18		#368
Roll Call and Session Table	Roll Call and Session Table	.
Interview Script/Form		#367
Interview Recording Upload Form		#341
Interview Instructions		#366
EasyRetro clean up
EasyRetro setup		#361
Interview Training Slide Deck
Scheduling, Messaging & channels
Training session
Assignment
Research Plan Recruitment (selection criteria, sampling, etc)
Research Plan Recruitment Outreach Messaging
Issues for each interview		#321
Survey questions & google form
Unmoderated usability testing
Transcribe and de-identify interview transcripts		#335
Data Cleaning
Rapid Qualitative Analysis		#338

[doctorsandy]

Here are my comments for this issue: https://docs.google.com/document/d/1YUk6-t3tMQ3ZCjopG-wN1FJYyHeahlIlk8xXlNFrZyo/edit?usp=sharing

[ExperimentsInHonesty]

@doctorsandy Please move your document to the Google Drive

[pandanista]

@priyatalwar This issue was reviewed, and to better facilitate the tracking, we decided to conduct the research audits instead. See TWE: Research: Outstanding items for Research Plans, which is included in the resources section. If we are using the sheet to track the progress, then this issue might not be needed anymore. Please let me know if we need to close this one and open a new issue or leave this one open for tracking templates making.

For more context: I created this issue to identify what issue templates are needed and also to track the issue templates once made. But since then, we started using the spreadsheet for research audits and template tracking.

[pandanista]

@pandanista will include the spreadsheet onto the wiki for TWE research output. Then we can close this issue.

[pandanista]

Added the TWE: Research: Outstanding items for Research Plans to the Research output overview wiki page, see screenshot below:

We can close this issue as it is not needed anymore.