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Clean up the TWE: Research: Outstanding items for Research Plans Spreadsheet #730

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Description

@Rabia2219

Overview

We need to clean up the spreadsheet so that we can better organize the work done so far

Action Items

  • Discuss with Research which tab is authoritative. It should be Audit of all Current Research Projects
  • review each tab
  • Provide an explanation of each tab
  • Update relevant WIKI page (See resources)

Resources/Instructions

Related Issues

Spreadsheet

WIKI Page

Review of spreadsheet tabs 2025-03-10

Purpose of each Spreadsheet

  • Audit of all Current Research Projects:
    • List of all Research Plans
    • Steps in Order: our preliminary list of each type of template issue that they need (grouped generally by when they need to happen, but not perfect and definitely missing some steps)
  • List of steps in order has the following fields
    • Phase: This seems to be very similar to the Steps in Order on the prior sheet, but it has more items and has regrouped some things together, that need to be in a different delivery order
    • Phase #: So these numbers do not represent the correct delivery order
    • Activity: Descriptive Name of the template
    • Priority: The order the research team has determined these need to be worked on
    • Direct Dependency: empty
    • RP Needs: How many RPs need them - Which is replaced by template done if the template has been completed
    • Template Issue (Done): The Template issue if its completed?
    • Assigned: Empty
    • In Progress Issue: Template Issue Name and Link
    • Template Issue Link (in progress)
    • a more updated version of all the steps
    • RP Needs
  • Current progress chart: The prior version of "List of steps in order". Make sure that all notes from that end up on the List of steps in order before deleting.

Activity

  1. 46 remaining items

  2. ExperimentsInHonesty commented on Jun 19, 2025

    @ExperimentsInHonesty
    Member

    I will be at the next meeting 2025-06-24

  3. Liibrarian commented on Sep 22, 2025

    @Liibrarian
    Member

    Next steps:
    Create flow chart in Figma.

  4. moved this from Questions/Review to In progress (actively working) in P: TWE: Project Boardon Sep 25, 2025
  5. Liibrarian commented on Sep 25, 2025

    @Liibrarian
    Member

    Progress update: Have confirmed that I can log into Figma and edit "Working Figjam for Issues."

    Will create a first draft this weekend.

  6. Liibrarian commented on Sep 30, 2025

    @Liibrarian
    Member

    Beginning steps: Create all the squares based on the spreadsheet and THEN put them in the correct order.

  7. Liibrarian commented on Oct 14, 2025

    @Liibrarian
    Member

    Update: Steps are created in Figjam, still working on best way to communicate relationships between components. I'm thinking about a swim-lane approach of some sort, perhaps by Phase or Macro Phase.

  8. Liibrarian commented on Oct 24, 2025

    @Liibrarian
    Member

    Update: Met with Ying to discuss activities that are simultaneous and those that need to be timed. Need to also determine a process for wrapping up incomplete research products past a certain point.

  9. Liibrarian commented on Nov 11, 2025

    @Liibrarian
    Member

    Update: Need Direct Dependency column (H) reviewed to ensure correct dependencies. If it's easier for me to put together the flowchart and have that be reviewed, that's fine.

  10. Liibrarian commented on Nov 11, 2025

    @Liibrarian
    Member

    Row 37 has a question: Should this come after everything has been de-identified or can it happen after transcription?

  11. pandanista commented on Nov 19, 2025

    @pandanista
    Member

    @Liibrarian: As a follow-up, I have updated revised list of steps spreadsheet.

    • I deleted the specific synthesis activities (affinity diagramming, persona, journey map, case study) in rows 47-50 because they don't make good sense.
      • Each synthesis should be based on the data analysis and research goals, so we can't predict how the synthesis would go in terms of specific activities. The synthesis process should be a general template because it is not gonna be a straightforward, linear process.
    • I revised the following rows of the spreadsheet:
      • Rows 30, 31, 45, 36, and they are related to usability testing data collection and analysis processes.
    • I added the following rows to the spreadsheet
      • Rows 47,48, and they are both synthesis focused.
  12. ExperimentsInHonesty commented on Nov 20, 2025

    @ExperimentsInHonesty
    Member

    @Liibrarian Do you have a revised ETA for finishing categorizing what we have now? I realize we also need a final version at some point with all the steps audited and revised.

    Can you book something with me, to review?

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