diff --git a/.github/ISSUE_TEMPLATE/ap-defect.md b/.github/ISSUE_TEMPLATE/ap-defect.md index f9d3c39fa8c..7882e251016 100644 --- a/.github/ISSUE_TEMPLATE/ap-defect.md +++ b/.github/ISSUE_TEMPLATE/ap-defect.md @@ -43,4 +43,3 @@ Log messages here - diff --git a/.github/ISSUE_TEMPLATE/research-plan-and-conversation-guide.md b/.github/ISSUE_TEMPLATE/research-plan-and-conversation-guide.md index ae7075b2ed8..8cd8dcc7a1e 100644 --- a/.github/ISSUE_TEMPLATE/research-plan-and-conversation-guide.md +++ b/.github/ISSUE_TEMPLATE/research-plan-and-conversation-guide.md @@ -2,7 +2,7 @@ name: Research Plan and Conversation Guide about: Use this template when you are drafting a research plan & conversation guide title: Draft [PRODUCT/INITIATIVE] Research Plan & Conversation Guide -labels: UX, Research +labels: Design, Research assignees: '' --- @@ -16,10 +16,10 @@ Use the appropriate templates for the type of research you are conducting: - [Veteran-facing Conversation Guide Template](https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/platform/research/planning/conversation-guide-template.md) Suggested workflow: -- [ ] Create your initial drafts in Sharepoint for collaborative editing +- [ ] Create your initial drafts in Google Docs for collaborative editing - [ ] Solicit feedback on artifacts from Design Team and Product Manager - [ ] Schedule a 1-hour meeting with the Product Owner to review artifacts (also invite Product Manager) -- [ ] Send artifacts to PO for review at least 24 hours in advance of the review meeting +- [ ] Convert artifacts to MS Word for PO review and send at least 24 hours in advance of the review meeting - [ ] Convert into markdown files for final approval and sending to Research Review cycle ## Acceptance Criteria @@ -28,3 +28,11 @@ Suggested workflow: - [ ] Update artifacts with PO feedback from review meeting - [ ] Convert artifacts to markdown format and store in github Research Folder - [ ] Get final approval from PO before sending to Research Review cycle + +### Team +Please check the team(s) that will do this work. + +- [ ] `CMS Team` +- [ ] `Public Websites` +- [ ] `Facilities` +- [ ] `User support` diff --git a/.github/ISSUE_TEMPLATE/research-readout-and-documentation.md b/.github/ISSUE_TEMPLATE/research-readout-and-documentation.md index f00b7112022..a9c3b658a01 100644 --- a/.github/ISSUE_TEMPLATE/research-readout-and-documentation.md +++ b/.github/ISSUE_TEMPLATE/research-readout-and-documentation.md @@ -3,7 +3,7 @@ name: Research Readout and Documentation about: Use this template when reporting your research via readouts and documentation. title: Conduct [PRODUCT/INITIATIVE] Research Readout and Document Findings in Research Repository -labels: Research, UX +labels: Design, Research assignees: '' --- @@ -12,7 +12,7 @@ assignees: '' **Crafting Recommendations** -Recommendations are key outputs of the research process. They connect your findings back to the product roadmap(s) and shape the experience of future users. Depending on the type of research conducted, recommendations might be narrowly focused on improving a specific interface component of your team's product, or they might have broad implications for multiple parts of the VA.gov ecosystem. Work with your UX team, Product Manager, & Product Owner to generate, refine, and categorize recommendations. PMs and POs also play a key role in socializing recommendations to other teams. +Recommendations are key outputs of the research process. They connect your findings back to the product roadmap(s) and shape the experience of future users. Depending on the type of research conducted, recommendations might be narrowly focused on improving a specific interface component of your team's product, or they might have broad implications for multiple parts of the VA.gov ecosystem. Work with your Design team, Product Manager, & Product Owner to generate, refine, and categorize recommendations. PMs and POs also play a key role in socializing recommendations to other teams. **Research Readout(s)** - Work with PM & PO to determine audience(s) and meeting length(s) @@ -24,7 +24,7 @@ Recommendations are key outputs of the research process. They connect your findi - Message Naomi Marcussen on Slack to sign up **Documenting Findings** -- Building off the Topline Summary, fill out the [Research Findings Template](https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/platform/research/sharing-research/research-findings-template.md) and add it to your Research Folder +- Building off the Topline Report, fill out the [Research Findings Template](https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/platform/research/sharing-research/research-findings-template.md) and add it to your Research Folder - Once your findings are fully written up, make sure they are linked to from the relevant research repository - Veteran-facing research:[How to add reserach to Platform Repo](https://github.com/department-of-veterans-affairs/va.gov-research-repository/issues/70) - Editor-facing research: [CMS Research Repository](https://github.com/department-of-veterans-affairs/va.gov-team/tree/master/platform/cms/research) @@ -38,3 +38,11 @@ Recommendations are key outputs of the research process. They connect your findi - [ ] Conduct readout(s) - [ ] Document findings in Research Repo - [ ] Destroy or archive research materials + +### Team +Please check the team(s) that will do this work. + +- [ ] `CMS Team` +- [ ] `Public Websites` +- [ ] `Facilities` +- [ ] `User support` diff --git a/.github/ISSUE_TEMPLATE/research-recruitment-and-scheduling.md b/.github/ISSUE_TEMPLATE/research-recruitment-and-scheduling.md index 819d3c07d73..a5101a8c99d 100644 --- a/.github/ISSUE_TEMPLATE/research-recruitment-and-scheduling.md +++ b/.github/ISSUE_TEMPLATE/research-recruitment-and-scheduling.md @@ -46,3 +46,10 @@ assignees: '' - [ ] Schedule Pilot session - [ ] Schedule Daily Research Debriefs and invite relevant team members +### Team +Please check the team(s) that will do this work. + +- [ ] `CMS Team` +- [ ] `Public Websites` +- [ ] `Facilities` +- [ ] `User support` diff --git a/.github/ISSUE_TEMPLATE/research-review-cycle.md b/.github/ISSUE_TEMPLATE/research-review-cycle.md index 1e50783ab23..eb7f0cdc590 100644 --- a/.github/ISSUE_TEMPLATE/research-review-cycle.md +++ b/.github/ISSUE_TEMPLATE/research-review-cycle.md @@ -3,7 +3,7 @@ name: Research Review Cycle about: Use this template when you have a research plan & conversation guide ready for review by other teams title: Conduct [PRODUCT/INITIATIVE] Research Review Cycle -labels: UX, Research +labels: Design, Research assignees: '' --- @@ -13,7 +13,7 @@ assignees: '' - Veteran-facing research must go through Platform's [Research Review Cycle](https://depo-platform-documentation.scrollhelp.site/research-design/research-checklist#ResearchChecklist-2.Researchreview) - Editor-facing research must go through the [CMS Collaboration Cycle](https://va-gov.atlassian.net/wiki/spaces/VAGOV/pages/1791459333/CMS+Collaboration+Cycle) -Note: This step is a hard blocker for Veteran Recruitment, but may be less so for Editor Recruitment. +Note: This step is a hard blocker for Veteran Recruitment, but less so for Editor Recruitment. ## Acceptance Criteria - [ ] Create the necessary tickets for the Review Cycle @@ -21,3 +21,10 @@ Note: This step is a hard blocker for Veteran Recruitment, but may be less so fo - [ ] If there are significant alterations, consult your Product Manager or Product Owner - [ ] Once approved, move on to Participant Recruitment & Scheduling +### Team +Please check the team(s) that will do this work. + +- [ ] `CMS Team` +- [ ] `Public Websites` +- [ ] `Facilities` +- [ ] `User support` diff --git a/.github/ISSUE_TEMPLATE/research-sessions.md b/.github/ISSUE_TEMPLATE/research-sessions.md index 528c1fcfd11..e11f15540be 100644 --- a/.github/ISSUE_TEMPLATE/research-sessions.md +++ b/.github/ISSUE_TEMPLATE/research-sessions.md @@ -2,7 +2,7 @@ name: Research Sessions about: Use this template when you are conducting research session title: Conduct [PRODUCT/INITIATIVE] Research Sessions -labels: UX, Research +labels: Design, Research assignees: '' --- @@ -14,7 +14,7 @@ assignees: '' - [Research Safety guidelines](https://depo-platform-documentation.scrollhelp.site/research-design/research-safety-and-emergency-exit-strategies) - [Notetaker guidelines](https://depo-platform-documentation.scrollhelp.site/research-design/observer-guidelines#Observerguidelines-Howtobeagoodnotetaker) - For Veteran-facing research, Perigean can provide a notetaker - - For Editor-facing research, the Product Manager or a member of the UX Team should take notes + - For Editor-facing research, the Product Manager or a member of the Design Team should take notes - [Observer guidelines](https://depo-platform-documentation.scrollhelp.site/research-design/observer-guidelines) **Recruitment Trackers** @@ -46,3 +46,10 @@ assignees: '' - [ ] You have conducted enough sessions to satisfy our intended demographics from research plan - [ ] OR Product Owner has signed off that you've done enough to move forward +### Team +Please check the team(s) that will do this work. + +- [ ] `CMS Team` +- [ ] `Public Websites` +- [ ] `Facilities` +- [ ] `User support` diff --git a/.github/ISSUE_TEMPLATE/research-synthesis-and-topline-summary.md b/.github/ISSUE_TEMPLATE/research-synthesis-and-topline-report.md similarity index 74% rename from .github/ISSUE_TEMPLATE/research-synthesis-and-topline-summary.md rename to .github/ISSUE_TEMPLATE/research-synthesis-and-topline-report.md index 4b0f24fba02..0417b96142c 100644 --- a/.github/ISSUE_TEMPLATE/research-synthesis-and-topline-summary.md +++ b/.github/ISSUE_TEMPLATE/research-synthesis-and-topline-report.md @@ -1,9 +1,9 @@ --- -name: Research Synthesis and Topline Summary +name: Research Synthesis and Topline Report about: Use this template when synthesizing your research and reporting the topline findings. -title: Synthesize [PRODUCT/INITIATIVE] Research & Create Topline Summary -labels: Research, UX +title: Synthesize [PRODUCT/INITIATIVE] Research & Create Topline Report +labels: Design, Research assignees: '' --- @@ -17,16 +17,24 @@ assignees: '' - Conduct statistical analysis - Revisit the hypotheses from the Research Plan to see which can be confirmed -Topline Summary: +Topline Report: - Use the [Topline Summary Template](https://github.com/department-of-veterans-affairs/va.gov-team/blob/master/platform/research/sharing-research/topline-summary-template.md) to summarize major findings - Consult your Product Manager and Product Owner to see if a meeting should be scheduled to discuss the Topline Report -- Your PM and PO may have additional questions based on Topline Summary that require additional synthesis +- Your PM and PO may have additional questions based on Topline Report that require additional synthesis - This is just a summary of findings, no recommendations Next Steps: -- The Research Lead should work with the UX Team & PM to create recommendations +- The Research Lead should work with the Design Team & PM to create recommendations - The PM & PO should decide if a full research readout is required and who needs to be invited ## Acceptance Criteria -- [ ] Create Topline Summary, share with PO, and update if needed +- [ ] Create Topline Report, share with PO, and update if needed - [ ] Schedule a full research readout (if PM & PO request) + +### Team +Please check the team(s) that will do this work. + +- [ ] `CMS Team` +- [ ] `Public Websites` +- [ ] `Facilities` +- [ ] `User support` diff --git a/.github/ISSUE_TEMPLATE/runbook---ux-research.md b/.github/ISSUE_TEMPLATE/runbook---ux-research.md index ce407a84441..d800e9b7342 100644 --- a/.github/ISSUE_TEMPLATE/runbook---ux-research.md +++ b/.github/ISSUE_TEMPLATE/runbook---ux-research.md @@ -3,7 +3,7 @@ name: Runbook - UX Research about: Use this template when starting a new UX research process. This will create a high-level checklist to guide you through building tickets for upcoming sprints. title: "[PRODUCT/INITIATIVE] Research Runbook" -labels: UX, Research +labels: Design, Research assignees: '' --- @@ -19,13 +19,21 @@ Here are the steps to follow when setting up a new UX research process: **Setting up your Research Epic** - [ ] Create a Research [Epic](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=Epic%2C+Needs+refining&template=cms-epic.md&title=%3CInsert+summary+of+epic%3E) for your product/initiative - [ ] Create a Research Folder following [Platform's Research guidance](https://depo-platform-documentation.scrollhelp.site/research-design/research-checklist#ResearchChecklist-1.Planningforresearch) -- [ ] Create a [Research Plan & Conversation Guide](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=UX%2C+Research&template=research-plan-and-conversation-guide.md&title=Draft+%5BPRODUCT%2FINITIATIVE%5D+Research+Plan+%26+Conversation+Guide) issue -- [ ] Create a [Research Review Cycle](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=UX%2C+Research&template=research-review-cycle.md&title=Conduct+%5BPRODUCT%2FINITIATIVE%5D+Research+Review+Cycle) issue -- [ ] Create a [Research Recruitment & Scheduling](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=UX%2C+Research&template=research-recruitment-and-scheduling.md&title=Recruit+and+schedule+participants+for+%5BPRODUCT%2FINITIATIVE%5D+research) issue -- [ ] Create a [Research Sessions](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=UX%2C+Research&template=research-sessions.md&title=Conduct+%5BPRODUCT%2FINITIATIVE%5D+Research+Sessions) issue -- [ ] Create a [Research Synthesis & Topline Summary](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=UX%2C+Research&template=research-synthesis-and-topline-report.md&title=Synthesize+%5BPRODUCT%2FINITIATIVE%5D+Research+%26+Create+Topline+Summary) issue -- [ ] Create a [Research Readout & Documentation](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=UX%2C+Research&template=research-readout-and-documentation.md&title=Conduct+%5BPRODUCT%2FINITIATIVE%5D+Research+Readout+and+Document+Findings+in+Research+Repository) issue +- [ ] Create a [Research Plan & Conversation Guide](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=Design%2C+Research&template=research-plan-and-conversation-guide.md&title=Draft+%5BPRODUCT%2FINITIATIVE%5D+Research+Plan+%26+Conversation+Guide) issue +- [ ] Create a [Research Review Cycle](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=Design%2C+Research&template=research-review-cycle.md&title=Conduct+%5BPRODUCT%2FINITIATIVE%5D+Research+Review+Cycle) issue +- [ ] Create a [Research Recruitment & Scheduling](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=Design%2C+Research&template=research-recruitment-and-scheduling.md&title=Recruit+and+schedule+participants+for+%5BPRODUCT%2FINITIATIVE%5D+research) issue +- [ ] Create a [Research Sessions](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=Design%2C+Research&template=research-sessions.md&title=Conduct+%5BPRODUCT%2FINITIATIVE%5D+Research+Sessions) issue +- [ ] Create a [Research Synthesis & Topline Report](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=Design%2C+Research&template=research-synthesis-and-topline-report.md&title=Synthesize+%5BPRODUCT%2FINITIATIVE%5D+Research+%26+Create+Topline+Report) issue +- [ ] Create a [Research Readout & Documentation](https://github.com/department-of-veterans-affairs/va.gov-cms/issues/new?assignees=&labels=Design%2C+Research&template=research-readout-and-documentation.md&title=Conduct+%5BPRODUCT%2FINITIATIVE%5D+Research+Readout+and+Document+Findings+in+Research+Repository) issue - [ ] Add all the above issues to the Research Epic and add dependencies ## Acceptance Criteria - [ ] All tickets have been created and assigned + +### Team +Please check the team(s) that will do this work. + +- [ ] `CMS Team` +- [ ] `Public Websites` +- [ ] `Facilities` +- [ ] `User support`