TWE: IS24: RP024: Research Roadmap: Update/Create

[AndrewSalvatore]

Dependencies

• TWE: Create Roadmap: Intern Research #309
• A research setup structure (wiki, GitHub labels, Google Drive, etc.) has been created and approved TWE: Research Structure for RP024: LinkedIn of Incoming Interns #428. Use this URL to search the issue tab for potential results
• KPI

Overview

We need to update the details of the Intern Research Roadmap for RP024 so that the high level overview captures why we are doing all the research plans with this user group.

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).

Action Items

Customize Resource Links

• Customize Resource for Wiki Page Links
  • Go to the wiki page: Research Output Overview (Resources # 1.01)
  • Open relevant wiki page for Intern
  • Copy the link for the Intern wiki page in your browser
  • In Resources # 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
  • Go to Intern Research Overview wiki page (Resources # 2.01)
  • Open relevant wiki page for RP024
  • Copy the link for the RP024 wiki page in your browser
  • In Resources # 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 Google Drive Folder by Participant Type
  • Choose the "Research by Participant Type" folder on the shared Google Drive (Resources # 1.02)
  • Choose Intern folder
  • Right-click on the Intern folder
  • Choose "Get Link"
  • Choose "Copy link" and "Done"
  • In Resources # 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 Intern's Research Roadmap doc
  • Choose Intern folder (linked in Resources # 2.03)
  • Locate TWE: Research Roadmap: Intern Google doc in the folder
  • Right-click on the TWE: Research Roadmap: Intern Google doc
  • Choose "Get Link"
  • Choose "Copy link" and "Done"
  • In Resources # 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

Check & Fix Research Roadmap Document Formatting

• Review File Name
  • Open the roadmap document (linked in Resources # 2.04)
  • Confirm that the document uses the following naming convention: TWE: Research Roadmap: Intern. If it does not follow that format, change the filename to match the project's naming convention.
• Compare Document Headings
  • With the roadmap document open in one tab (linked in Resources # 2.04), open in another tab the TWE: Template: Research Roadmap (linked in Resources # 1.03)
  • Click inside the roadmap document (linked in Resources # 2.04) and scroll through the document to determine whether the document contains the same headings as the research roadmap template (linked in Resources # 1.03).
• Adjust Incorrect Document Headings
  • If the document does not have the correct headings, then adjust the headings according to the template.
    • Check that each major heading is formatted as Header 1.
    • To check formatting, place your cursor inside the heading text and look at the Styles dropdown menu next to the Font dropdown menu. If it needs adjusted, select the entire heading text and choose "Header 1" in the Styles dropdown menu.
  • Check off the items below as you review their formatting (a check mark indicates that you've reviewed the item regardless of whether you fixed it or not).
    • Background
    • Intern Research Goals and Objectives
    • Participants
    • Research Framework and Methodologies
    • Individual Research Plans
      • Research Plan Section Titles (see specific instructions in the next section)
    • Resources
    • Notes
• Review Research Plan Names and Formatting
  • Confirm that all the research plans section titles are named in RP000: [TITLE OF RESEARCH] format.
  • Confirm each research plan name in the research roadmap document is correct by checking Intern Research Output Overview page (linked in Resources # 2.01). If they need to be adjusted, fix them according to how they are named in the Research Output Overview page (linked in Resources # 2.01) or ask the UXR lead if there is no corresponding wiki page.
  • Confirm that the research plan names are formatted as Header 2 in the document heading options.
    • To check, place your cursor inside the heading text and look at the Styles dropdown menu next to the Font dropdown menu. If it needs adjusted, select the entire heading text and choose "Header 2" in the Styles dropdown menu.
  • Confirm research plan's subsection has the following sections
    • Goals
    • Requirements
    • Timelines
    • Delivery
    • Follow-up Options
    • Research Analysis
  • Confirm research plan's subsection are formatted as Header 3.
    • To check, place your cursor inside the heading text and look at the Styles dropdown menu next to the Font dropdown menu. If it needs adjusted, select the entire heading text and choose "Header 3" in the Styles dropdown menu.

Update and/or create research roadmap details for Intern and RP024

• Update Overview Sections
  • If the Intern research roadmap overview sections have been drafted, please review and revise the general overview of research roadmap as necessary.
    • Compare the Intern Research Roadmap against the Intern Research Overview Wiki Page (linked in Resources # 2.01). If you notice any discrepancy, please inform the team about the discrepancy in the Intern Research Roadmap by inserting a comment in the Google doc.
    • Read through the following sections to see if they make sense. Check for typos, completeness, and general formatting as you read through each section. If you think the content should be revised, please use "Suggesting Mode" to suggest revisions. If you have questions or concerns, please insert comments in the Intern Research Roadmap Google doc for the UX Research Lead to review.
      • Background about the project/product.
      • Research goals and/or objectives of the type of research.
      • Summary of the target participants.
      • Research framework and methodologies.
  • If the Intern research roadmap has not been drafted, please draft the overview sections of the research roadmap by following the steps
    • Open the Research Roadmap for Intern if it is not open in your browser (Resources # 2.04)
    • Make sure the structure and format of a research roadmap stays consistent. Check Research Roadmap Template (linked in Resources # 1.03) or Report Template - Roadmap Overview below Resources for the structure of the roadmap overview sections if needed.
    • If you are unfamiliar with Intern Research Roadmap, please reach out to UX Research Lead for clarification, and/or bring this issue to the next UXR meeting for further discussion
    • Draft the overview sections of Intern research roadmap
      • Background
      • Intern Research Goals and Objectives
      • Participants
      • Research Framework and Methodologies
• Update Research Plan Section
  • If the research roadmap for RP024 has been created, please review and revise each subsection under the RP024's research roadmap as necessary.
    • Compare the RP024's research roadmap subsections against the RP024's wiki page (linked in Resources # 2.02). If you notice any discrepancy, please inform the team about the discrepancy in the RP024's research roadmap by inserting a comment in the Google doc.
    • Read through each section to see if they make sense. Check for typos, completeness, and general formatting as you read through each section. If you think the content should be revised, please use "Suggesting Mode" to suggest revisions. If you have questions or concerns, please insert comments in the RP024 Research Roadmap Google doc for the UX Research Lead to review.
      • Goals
      • Requirements
      • Timelines
      • Delivery
      • Follow-up Options
      • Research Analysis
  • If the research roadmap for RP024 has not been created, please draft the research roadmap for RP024 by following the steps
    • Open the Research Roadmap for Intern if it is not open in your browser (Resources # 2.04)
    • Identify the placement of RP024's research roadmap in the ascending sequence in the Google doc
    • Make sure to copy the structure and format of a research plan's research roadmap to keep the documentation consistent. Copy Report Template - Research Plan below Resources to the research roadmap Google Doc if needed.
      • Rename the research plan title RP???: Research Plan Name with RP024: LinkedIn of Incoming Interns
      • Apply formatting to RP024: LinkedIn of Incoming Interns
        • Apply "Header 2" in section title RP024: LinkedIn of Incoming Interns
        • Apply "Header 3" to all the subsections: Goals, Requirements, Timelines, Delivery, Follow-up Options, and Research Analysis
    • If you are unfamiliar with RP024, please reach out to UX Research Lead for clarification, and/or bring this issue to the next UXR meeting for further discussion
    • Draft the research roadmap for RP024
      • Goals
      • Requirements
      • Timelines
      • Delivery
      • Follow-up Options
      • Research Analysis
• Update Resource Section (at the end of research roadmap doc)
  • Check the final sections (Resources and Notes) to see if they are updated, have functional links, and do not include redundant information.
    • In the Resources section, double check that links to the individual research plans are accurate and complete according to the Overview wiki page (Resources # 2.01).
• Go to the Table of Contents of Intern Research Roadmap document once you finish revising or updating the draft
• Update the Table of Contents by clicking on the circle icon

Next steps

• Review with UX Research Lead
  • Lead will direct you to make new issues for each Research Plan that is not properly documented in the Research Roadmap as needed
• 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 Roadmap

Resources gathered during the completion of this issue

2.01 [Wiki Intern Research Overview Page]
2.02 [RP024 Wiki Page]
2.03 [Intern Google Drive Folder]
2.04 [TWE: Research Roadmap: Intern]

Report Template - Roadmap Overview

- [ ] Background
- [ ] Intern Research Goals and Objectives
- [ ] Participants
- [ ] Research Framework and Methodologies
- [ ] Resources
- [ ] Notes

Report Template - Research Plan (each RP in the roadmap should be in the same structure and format)

- [ ] RP024: LinkedIn of Incoming Interns
   - [ ] Goals
   - [ ] Requirements
   - [ ] Timelines
   - [ ] Delivery
   - [ ] Follow-up Options
   - [ ] Research Analysis