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