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TWE: Revise Research: Research Plan Template #533

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Tracked by #530
pandanista opened this issue Jan 22, 2024 · 20 comments
Closed
23 tasks done
Tracked by #530

TWE: Revise Research: Research Plan Template #533

pandanista opened this issue Jan 22, 2024 · 20 comments

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@pandanista
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pandanista commented Jan 22, 2024

Overview

We need to update the Research Plan issue template so it has the same formatting as the most recent templates we have made.

Action Items

We need to create a template issue for a Research Plan, so that we can create a Research Plan Template, when we are ready and maintain consistency with the org (across projects) and the guides project.

Action Items

  • Copy the example from Resource 1.01
    • Paste into a comment below using details to make it collapsible
    • Use the following text for the summary
## Current draft of Research Plan Issue Template
  • Copy the example from Resource 1.01
    • Use the following text for the summary
## Revised Research Plan Issue Template from the Guides Team
  • Add bullet headers and divide work into sections
    • example:
      • If the current template has
      • Go to the Google Drive, Research, 1. Research by Type, Folder
        • Create a new folder in the drive called [number. name of type]
      • The revised template should have this text and formatting
      • Create new Google Drive Folder
        • Go to the Google Drive, Research, 1. Research by Type, Folder (Resource # 1.04)
        • Create a new folder in the drive called [number. name of type] (e.g., 1. Mentor, 2. Intern)
        • update the link in the resources below (Resource # 2.02)
  • Separate the resources into two sections
    •  #### Resources for creating this issue
      
    •  #### Resources gathered during the completion of this issue
      
  • Make sure each resource is in order of how it appears in the instructions
  • Number the resources
    • Add the numbers to the action items
  • re-review the whole thing, to make sure
    • all the instructions make sense
    • all the links resolve
    • the work is listed in the most logical order
  • review with UX lead and get sign-off
  • Add the following note to a comment on the bottom of this issue
    This issue is complete the resources have been organized.
    
    this template will need to have another issue to revise it, so that it has a Customize Issue section that will guide the person through the replacing process. the resources will need to be reviewed after that happens.
    
    In that new issue there should be a checkbox at the end
    ```
    - [ ] askUX lead or product to update issue template Resource 1.03
    ```
    This issue can be closed when Research makes a new issue to do the above.
    
  • Add the Ready for Research Lead label
  • Put the issue in the Questions column

Resources/Instructions

1.01 TWE Research: Research Plan Issue Template, new issue replaced by 1.04
1.02 Issue templates in the code
1.03 TWE Research: Research Plan Issue Template, file
1.04 Issue: Research: Creating Research Plan Template
1.05 New template file for Creating Research plan

@pandanista
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@jinyan0425 Would you please update the create research plan template?

  • I have a template for updating any existing research plan in the old format with the current format, and I believe we can make some edits on the update research plan template to help update this create research plan template.
  • The key difference between update research plan and create research plan templates is: The update research plan template is to update the format but the research plan was already created; while the create research plan template is to create a research plan from scratch;
  • Please see the Update Research Plan template in this comment;
  • The testing for Update Research Plan template was done in TWE: IS22: RP006: Research Plan: Update #398 in case if you need more context.

Let me know if you have any questions. Thank you!

@jinyan0425
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Current draft of Research Plan Issue Template

Current draft of Research Plan Issue Template

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

@jinyan0425
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Revised Research Plan Issue Template from the Guides Team

Revised Research Plan Issue Template from the Guides Team

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

@jinyan0425
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jinyan0425 commented Jun 2, 2024

Draft of template issue for Creating Research Plan Template


name: Research: Creating Research Plan
about: We are creating a template for creating research plans so we can make sure all research plans are up-to-date and formatted consistently.
title: TWE: IS[Replace YY]: RP[Replace 000]: Research Plan: Create
labels: 'feature: research plan', 'feature: research', 'Participant Type: missing', 'Research 000: missing', 'size: 1pt', 'role: UI/UX research', 'milestone: missing'
assignees: ''


Instructions for creating this issue

The person who creates this issue should use links in the section "Resources for creating this issue" (i.e., 1.01, 1.02, etc.) to customize this issue.

  • Customize the issue
    • 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 roadmaps or research plans to customize this issue
    • Copy and paste entire template text in this issue into text editor (i.e., "TextEdit" on Mac, "Wordpad" on PC)
    • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values
      • Year
        • Find/Replace [Replace YY] with research year (Two digit format, ex: "22" for year "2022")
      • Research Plan Number
        • Find/Replace [Replace 000] with the research plan number (Three digit format, ex: "001" for research plan "RP001")
      • Type of Participant
        • Find/Replace [Replace TYPE OF PARTICIPANT] with the participant type (ex: "Intern" or "Mentor")
      • Research Plan Name
        • Find/Replace [Replace TITLE OF RESEARCH] with the research plan name on the wiki page or the research plan folder (ex: “Intern Intake Interview” or “Mentor Exit Interview”)
    • Copy and paste the edited template from text editor back into this Github Issue, replacing the original text
    • Re-check all the checkboxes above after copying and pasting the edited template
    • Close the text editor
    • Update the issue title
      • Copy
      TWE: IS[Replace YY]: RP[Replace 000]: Research Plan: Create
      
      • Choose "Edit" in the title section
      • Paste what you copied into the issue title
      • Choose "Save"
  • 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 Screenshot 2023-01-11 at 10 50 11 AM, and apply the label Research: RP[Replace 000]
    • Under Labels, choose gear Screenshot 2023-01-11 at 10 50 11 AM, and apply the label Participant Type: [Replace TYPE OF PARTICIPANT]
    • Remove the Research 000: missing and Participant Type: missing labels
    • Under Projects, choose gear Screenshot 2023-01-11 at 10 50 11 AM, choose Repository, and choose Program Management
    • Add the milestone: choose gear Screenshot 2023-01-11 at 10 50 11 AM, and choose Research Plan Creation
    • Remove the label milestone: missing
  • Remove this section
    • After all the checkboxes above are complete and the issue is ready to be worked on, delete all text below the "Instructions for Creating this Issue" (top heading) and above "Overview" (heading below) -- i.e., the issue assignee will never see this part

Overview

We need to create the RP[Replace 000]’s Research Plan doc using the research plan template so we can keep documentations consistent and up-to-date.

During these tasks you will be asked to add link to the Resources/Instructions section, and that section is at the bottom of this issue (go view it now).

Customize Resource Links

  • Customize Resource for Wiki Page Link
    • Go to the wiki page: Research Output Overview (Resources # 1.01)
    • Open relevant wiki page for RP[Replace 000]
    • Copy the link for the RP[Replace 000] wiki page in your browser.
    • In Resource # 2.01, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked Screenshot 2023-02-21 at 6 47 15 PM
  • Customize Resource for [Replace TYPE OF PARTICIPANT]'s Research Roadmap doc
    • Choose the "Research by Participant Type" folder on the shared Google Drive (Resources # 1.02)
    • Choose [Replace TYPE OF PARTICIPANT] folder
    • Locate TWE: Research Roadmap: [Replace TYPE OF PARTICIPANT] Google doc in the folder
    • Right-click on the TWE: Research Roadmap: [Replace TYPE OF PARTICIPANT] Google doc
    • Choose "Get Link"
    • Choose "Copy link" and "Done"
    • In Resource # 2.02, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Customize Resource for this Research Plan's Google Drive folder
    • Choose the "Research by Participant Type" folder on the shared Google Drive (Resources # 1.02)
    • Choose [Replace TYPE OF PARTICIPANT] folder
    • Right-click on the RP[Replace 000] folder
    • Choose "Get Link"
    • Choose "Copy link" and "Done"
    • In Resource # 2.03, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Customize Resource for RP[Replace 000]’s Research Plan Google doc
    • Open the template "TWE: Template: Research Plan" (Resources # 1.03)
    • Choose the "USE TEMPLATE" button to save it to your own drive
    • Create the file name by following the steps:
    • Copy the text below
    TWE: IS[Replace YY]: RP[Replace 000]: [TITLE OF RESEARCH] Research Plan
    
    • Choose "File" > "Rename", and paste the text you copied into the top field of the Google Doc to rename the file Screenshot 2023-04-25 at 5 17 16 PM
    • Highlight the texts of the title on the first page of the Google Doc Screenshot 2023-04-25 at 5 16 45 PM
      • Paste the texts you copied to replace the original title of the Google doc cover page
    • Choose "File" and "Move" to move the file out of your drive and into the shared drive > Internships > internships > Research > 1. Research by participant type > [Replace TYPE OF PARTICIPANT] > RP[Replace 000]
    • Choose "Share" in the new research plan Google doc
    • Choose "Copy link" and "Done"
    • In Resource # 2.04, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
    • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Create the Research Plan

  • Complete each section of the research plan template Google doc with information gathered from Resources # 2.01 to # 2.03
    • Background
    • Product Goals and Metrics
    • Research Questions and Objectives
    • Participants
    • Research Assumption
    • Research Methods
    • Data Analysis
    • Timeline
    • Resources
    • Notes
    • Appendix
  • Create the Table of contents (page 2) when you are finished with the document.
  • Update the Wiki page of RP[Replace 000] with the created research plan
    • Go to RP[Replace 000]'s Wiki page (Resources # 2.01)
    • Update the "Current Status" section:
      • Add the text The research plan has been created. No data have been collected
    • Update the "Research Plan" section (under the Assets section):
      • Remove the text The research plan has not been created yet or similar information
      • Add the created research plan: copy the texts and the URL in Resources # 2.04
  • Review with UX Lead
  • Product sign-off

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview
1.02 Google Drive Folder: Research by Participant Type
1.03 TWE: Template: Research Plan

Resources gathered during the completion of this issue

2.01 [Wiki: Research Plan [Replace 000]]
2.02 [TWE: Research Roadmap: [Replace TYPE OF PARTICIPANT]]
2.03 [Google Drive Folder: RP[Replace 000]]
2.04 [TWE: IS[Replace YY]: RP[Replace 000]: [TITLE OF RESEARCH] Research Plan]

@jinyan0425
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@pandanista Ying, I created the draft based on the instructions and the format of Update Research Plan.

Two minor questions:

  1. Shall I add This issue is complete the resources have been organized. ... This issue can be closed when Research makes a new issue to do the above at the end of the draft or in a new comment (the first unchecked action item in the first comment)?
  2. Shall we also update the Current Statussection in the RP wiki after creating the research plan with information like The research plan has been created. No data have been collected or leave it as it is? For example, in RP007 wiki, the Current Status section shows This research plan was not completed in time. No data was collected. while in in RP025 wiki, the Current Status section show work in progress

Also please let me know if there is any issue with this draft. Thank you!

@pandanista
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Thank you for working on this issue, @jinyan0425.

To answer the two questions above:

  1. Sure. Please leave a new comment to indicate that.
  2. Yes. We should include update the wiki page in the action items.
    • We need to include both an update like The research plan has been created. No data have been collected. and also add the link to the research plan on the wiki page (see the Research Plan section under Assets)
      • Make sure we specify internal or external research plan in that section
      • for interns/minors, we need to have external and internal facing research plans, but we only provide external facing research plans on the wiki;
      • for participants over 18, we only have internal facing research plans.

@jinyan0425
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Thank you for working on this issue, @jinyan0425.

To answer the two questions above:

  1. Sure. Please leave a new comment to indicate that.

  2. Yes. We should include update the wiki page in the action items.

    • We need to include both an update like The research plan has been created. No data have been collected. and also add the link to the research plan on the wiki page (see the Research Plan section under Assets)

      • Make sure we specify internal or external research plan in that section
      • for interns/minors, we need to have external and internal facing research plans, but we only provide external facing research plans on the wiki;
      • for participants over 18, we only have internal facing research plans.

@pandanista

  1. I will leave the comment.
  2. I added the current status updates action in the draft and updated the action items about updating the research plan link to specify the type of the plan.
    • Is the template supposed to provide instructions on how to create an internal versus external research plan within the research plan Google Doc? This seems like a separate issue to me.
    • In addition, if it is an external-facing research plan, should it have the same title as the internal-facing research plan, or should it be titled differently?

@jinyan0425

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@pandanista
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  • Is the template supposed to provide instructions on how to create an internal versus external research plan within the research plan Google Doc? This seems like a separate issue to me.
    • Yes, it would be a separate issue that we don't need to consider the how to guide here.

@pandanista
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pandanista commented Jun 6, 2024

  • In addition, if it is an external-facing research plan, should it have the same title as the internal-facing research plan, or should it be titled differently?
    • It has a slightly different title. See the research plan section on RP006 wiki page for an example, and the Google document template is here.
      • In this creating research plan template, we just need to remind assignees that if the participant type involves minors, we need to also include an external facing document. Then ask the assignee to go through the RPxxx folder to locate the external facing research plan and include it on the wiki page under the research plan section. If there is no external facing research plan when the participant type involves minors, then check in with the research team to create one, and then include it on the wiki page.
    • Earlier I mentioned that "for interns/minors, we need to have external and internal facing research plans, but we only provide external facing research plans on the wiki", but I took another look at RP006's wiki, and both the internal and external documents are included (see screenshots below)
      • Let's check in with Product to make sure both need to be listed on wiki or just the external plan needs to be listed.
Screenshot 2024-06-06 at 11 43 43 AM

@jinyan0425
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  • In addition, if it is an external-facing research plan, should it have the same title as the internal-facing research plan, or should it be titled differently?

    • It has a slightly different title. See the research plan section on RP006 wiki page for an example, and the document template is here.

      • In this template, we just need to remind assignees that if the participant type involves minors, we need to also include an external facing document. Then ask the assignee to go through the RPxxx folder to locate the external facing research plan and include it on the wiki page under the research plan section. If there is no external facing research plan when the participant type involves minors, then check in with the research team to create one, and then include it on the wiki page.
    • Earlier I mentioned that "for interns/minors, we need to have external and internal facing research plans, but we only provide external facing research plans on the wiki", but I took another look at RP006's wiki, and both the internal and external documents are included (see screenshots below)

      • Let's check in with Product to make sure both need to be listed on wiki or just the external plan needs to be listed.
Screenshot 2024-06-06 at 11 43 43 AM

Hi Ying, Thanks! @pandanista

  1. I see. I will revise the template later.
  2. To clarify, does this template aim only to create an Internal Research Plan? If there is no external research plan when participants are minors, this template only asks the assignee to check with the research team to create one and includes the link (vs. to create one by himself)? That means, the basic actions are (they are not actual items):
  • If the research involves minors:
    • If there is an external research plan, add the link
    • If there is no external research plan, ask the research team to create one
    • Once the external research plan is created, add the link
  1. Such external research plans may not be located in the RP000's research folder. For example, the external research plan for RP006 locates in a different folder:
Screenshot 2024-06-06 at 12 10 22 PM 5. Yes, I also noticed that some RPs included both versions.

@pandanista
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  • To clarify, does this template aim only to create an Internal Research Plan? If there is no external research plan when participants are minors, this template only asks the assignee to check with the research team to create one and includes the link (vs. to create one by himself)?
    • Yes, and yes.
  • Such external research plans may not be located in the RP000's research folder. For example, the external research plan for RP006 locates in a different folder
    • Good catch, in that case, we need to direct the assignee to locate the external facing research plan via the path shown in your screenshot.
  • Yes, I also noticed that some RPs included both versions.
    • Do you mind listing those RP's wiki page in a comment, so we could confirm with Product at the next all team meeting? Thank you, @jinyan0425.

@jinyan0425
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jinyan0425 commented Jun 7, 2024

@pandanista

These are RPs with both external and internal versions on RP wiki:

  1. RP006:-Intern-Intake-Interviews

  2. RP012:-Intern-Exit-Interviews

  3. RP016:-Intern-Productivity-Dashboard-Survey

  4. RP013:-Mentor-Intake-Survey

@jinyan0425
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  • To clarify, does this template aim only to create an Internal Research Plan? If there is no external research plan when participants are minors, this template only asks the assignee to check with the research team to create one and includes the link (vs. to create one by himself)?

    • Yes, and yes.
  • Such external research plans may not be located in the RP000's research folder. For example, the external research plan for RP006 locates in a different folder

    • Good catch, in that case, we need to direct the assignee to locate the external facing research plan via the path shown in your screenshot.
  • Yes, I also noticed that some RPs included both versions.

    • Do you mind listing those RP's wiki page in a comment, so we could confirm with Product at the next all team meeting? Thank you, @jinyan0425.

@pandanista

  1. I looked at all RPs and found no external research plan for IS21 (e.g., RP001-005). As for IS22, all external research plan are located in IS22 Cohort - External Communication - External Communication - Parent folder. This may create some confusion if this template only guides the assignee to check this folder, esp. when we have future cohorts.
    • Instead, maybe we can consider moving all external research plans to the corresponding RP folder first? It might be confusing that internal research plans are in folders organized by RP numbers while external research plans are in folders organized by cohort year.
    • I will update the template once everything is clear.
  2. Comment made, see above.

@ExperimentsInHonesty ExperimentsInHonesty moved this to In progress (actively working) in P: TWE: Project Board Jun 10, 2024
@ExperimentsInHonesty ExperimentsInHonesty added the PBV: research all issues for the research team label Jun 10, 2024
@jinyan0425 jinyan0425 moved this from In progress (actively working) to Questions/Review in P: TWE: Project Board Jun 11, 2024
@pandanista
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This issue is complete the resources have been organized.

This template will need to have another issue to revise it, so that it has a Customize Issue section that will guide the person through the replacing process. the resources will need to be reviewed after that happens.

In that new issue there should be a checkbox at the end

- [ ] ask UX lead or product to update issue template Resource 1.03

This issue can be closed when Research makes a new issue to do the above.

@jinyan0425 I took another look at the template, and I believe the customize the issue setting part is already included. So I am gonna hide that comment.

@pandanista
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  • We would like to clarify on the following questions:
    • Under what circumstances do we need to create an external facing research plan?
    • Do we always include both internal and external research plans on the research plan's wiki?
    • Why is external research plan not saved in the corresponding research folder? Asking this because we want to make sure we are setting up the most appropriate path for external and internal research plans storage going forward.

Thank you.

@pandanista pandanista added Ready for product When the issue is ready for product team to review and removed ready for research lead labels Jun 13, 2024
@ExperimentsInHonesty
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@pandanista See my answers below each of your questions

Under what circumstances do we need to create an external facing research plan?

A: We always include an external research plan for all research plans that involve user interview and surveys

Do we always include both internal and external research plans on the research plan's wiki?

A: YES

Why is external research plan not saved in the corresponding research folder? Asking this because we want to make sure we are setting up the most appropriate path for external and internal research plans storage going forward. Example, for IS22, all external research plan are located in IS22 Cohort - External Communication - External Communication - Parent folder

A: Because at the time the research plan folders were private (you have to be a member to access) and we don't provide access on a document by document basis, so we put all public facing documents in a folder that is open to the public and that way, any document added is automatically public

@ExperimentsInHonesty ExperimentsInHonesty added ready for research lead and removed Ready for product When the issue is ready for product team to review labels Jun 13, 2024
@jinyan0425
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@pandanista Ying, I updated the template based on our discussion. I removed the action items about the external-facing RP and finished the part about updating the WIKI page. Please let me know if you have any questions or suggestions.

@pandanista
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pandanista commented Jun 20, 2024

It looks good to me. We will review with product and will let you know if we have any questions. Thank you, @jinyan0425

@pandanista pandanista added Ready for product When the issue is ready for product team to review and removed ready for research lead labels Jun 20, 2024
@ExperimentsInHonesty
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The template has been updated in the repo

@github-project-automation github-project-automation bot moved this from Questions/Review to Done in P: TWE: Project Board Jun 20, 2024
@ExperimentsInHonesty ExperimentsInHonesty removed the Ready for product When the issue is ready for product team to review label Nov 7, 2024
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