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Create a Guide/Template: How to Present Your Work (UX Research) #136

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daniellex0 opened this issue Feb 22, 2021 · 52 comments
Open
7 tasks

Create a Guide/Template: How to Present Your Work (UX Research) #136

daniellex0 opened this issue Feb 22, 2021 · 52 comments
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Complexity: Missing CoP: UI/UX Research CoP: UI/UX feature : guide creation milestone: missing Phase: 1 - Gather Examples Solo size: missing status: 1.1 needs wiki examples Gathering examples by checking each team's wiki status: 1.2 needs issues examples Gathering examples by checking each team's issues status: 1.3 needs project board examples Gathering examples by checking each team's project board cards status: 1.4 needs slack examples Check each team's slack channel for examples

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@daniellex0
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daniellex0 commented Feb 22, 2021 •
edited by JesseTheCleric
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Overview

We need to create a guide for how UX researchers should present their work to stakeholders, so that researchers at Hack for LA can reference it and learn effective practices for presenting their work.

Action Items

The phases in the guide-making process are listed below. Each phase displayed in blue is linked to a wiki page with instructions on how to complete that phase. Open the wiki page in a new tab, copy the instructions for each part into the section labeled 'Tasks' at the bottom of this issue, and complete each task listed.

Resources/Instructions

Projects to Check

Words to use when searching

Pitch
Slide
Deck
Powerpoint
Presentation
Case (or Case Study) - brought up a lot of false positives
UX - this may also generate a few false positives

Tasks

  • This is where you will copy instructions from the wiki page for the step you are currently on.
@daniellex0 daniellex0 changed the title Guide: How to present your work (Research) Guide: How to present your work (UX Research) Feb 22, 2021
@daniellex0 daniellex0 changed the title Guide: How to present your work (UX Research) Guide: How To Present Your Work (UX Research) Feb 22, 2021
@daniellex0 daniellex0 changed the title Guide: How To Present Your Work (UX Research) Guide: How to Present Your Work (UX Research) Feb 22, 2021
@bdavis73 bdavis73 self-assigned this Mar 16, 2021
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@designer2209 designer2209 self-assigned this Mar 24, 2022
@designer2209 designer2209 mentioned this issue Mar 24, 2022
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@ExperimentsInHonesty
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ExperimentsInHonesty commented Apr 4, 2022 •
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Project: 100 Automations
Source of Screenshot: 100 Automations Slack channel #100automations
URL mentioned in the post: https://github.blog/2021-08-19-enhanced-support-citations-github/
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Gillian mentioned that her work is located in a folder called Accessibility Testing

February 24, 2021
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designer2209 commented Apr 4, 2022 •
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311 Data

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designer2209 commented Apr 5, 2022 •
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BallotNav

September 15th, 2020

Mya Stark mentions a "Case Study" in her messages but it wasn't linked to anything.

Otto Penzato says that they were working on a sister project that was also looking into ways that information could be presented among other things.

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designer2209 commented Apr 5, 2022 •
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Couldn't check Brigade Organizer's Playbook's slack channel as I got this prompt when I clicked on the link in the HackforLA Projects list.

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@staceyrebekahscott staceyrebekahscott mentioned this issue Apr 5, 2022
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designer2209 commented Apr 6, 2022 •
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Civic Opportunity

Mistook this for Civic Tech Index, but it had some mentions of UX Research Plan so I added it here.

July 30th, 2021

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Civic Tech Index

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  • Couldn't find anything relevant in the following Slack Channels:

  • Looked for the following key terms:

    • Pitch
    • Slide
    • Deck
    • PowerPoint
    • Presentation
    • Case/Case Study
    • UX

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BOP (brigade organizers playbook) signup for the Code for America Slack http://slack.codeforamerica.org/ (they have a paid slack so their history is always available. Do this one last.

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designer2209 commented Apr 8, 2022 •
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Design Systems

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designer2209 commented Apr 8, 2022 •
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Expunge-Assist (formerly known as Record Clearance)

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Food Oasis

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designer2209 commented May 2, 2022 •
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Couldn't find anything on GreenEarthOS's slack channel, I think the resources were lost due to slack trail period running out.

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designer2209 commented May 2, 2022 •
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Couldn't find anything on Guides's slack channel, I think the resources were lost due to slack trail period running out.

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designer2209 commented May 2, 2022 •
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HomeUniteUs

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Lucky Parking

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Couldn't find anything on Open Community Survey's slack channel, I think the resources were lost due to slack trail period running out.

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designer2209 commented May 2, 2022 •
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TDM Calculator

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Couldn't find anything on VRMS's slack channel, I think the resources were lost due to slack trail period running out.

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@designer2209 Hi! I am a product manager on the BallotNav project, and we have examples of research presentations that our team has developed recently. What is the best way we can contribute to this guides issue?

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designer2209 commented Jun 14, 2022 •
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Need access to these files:

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designer2209 commented Jun 22, 2022 •
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Expunge Assist

Youth Justice Nav

Civic Tech Jobs

  • CMS Role Posting video I went through the whole video, it doesn't have any sensitive information (according to me) and was very informative in terms of pinning down and discussing vitals points from a User Interview they had prior to the video.

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designer2209 commented Aug 1, 2022 •
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Started connecting with other teams on Slack, will keep a log of all the conversations here.

100 Automations

  • Slack Thread
  • Summary of Communication
    • 2022-08-01 Prakhar Singh wrote:
      • Hi, [@Jason Brown]https://hackforla.slack.com/team/U01G7G1HMU1) are you still the UX/Product lead for 100 Automations project?(if Jason Brown is not the lead anymore, can someone else on the team let me know who is?)
    • 2022-08-03 Jason Brown wrote:
      • Hi Prakhar. I don’t think this project has a lead right now. The last update from Bonnie is that it’s on hold.
    • 2022-08-03 Prakhar Singh wrote:
      • Hello Jason, thank you for letting me know. I would like to know that even if the project currently has no lead and is on hold, would you still be able to help me out? I am working on a guide https://github.com/hackforla/knowledgebase-content/issues/136 and was hoping to gather some more information about how one could present their (UX) research data.
  • Conclusion: Nothing more than the examples gathered from other sources.

311 Data

  • Slack Thread
  • Summary of Communication
    • 2022-08-01 Prakhar Singh wrote:
      • Hi, @Eric Cho are you still the Product Manager for 311 Data project? (if Eric Cho is not the lead anymore, can someone else on the team let me know who is?)
    • 2022-08-01 Eric Cho wrote:
      • Hi! How can I help?
    • 2022-08-01 Prakhar Singh wrote:
      • Hi [@Eric Cho], I am a project team member for the Guides Team I'd like to know if your team has built a Guide on How to Present Your UX Research work, do you have time to meet with me?
    • 2022-08-03 Eric Cho wrote:
      • We haven't done any work w research in a while. We're looking for a researcher now to help with our upcoming launch. I'm pretty sure we use another project as a guide. Sorry can't be more helpful!
    • 2022-08-03 Prakhar Singh wrote:
      • I see, thank you very much for the information Eric, I appreciate it.
  • Conclusion: Nothing more than the examples gathered from other sources.

Access The Data

  • Slack Thread

  • Summary of Communication

    • 2022-08-01 Prakhar Singh wrote:
      • Hi, @Assel Abilova are you still the UI/UX Lead for Access The Data project? (if Assel Abilova is not the lead anymore, can someone else on the team let me know who is?)
    • 2022-08-01 Lucy Chang wrote:
      • Hey Prakhar, Assel is no longer with the project. We have 2 leads currently. [@Mariana Melo-Vega] for research and [@Kevin Chu] for design.
    • 2022-08-01 Prakhar Singh wrote:
      • Hello [@Lucy Chang], thank you for letting me know. I will get in touch with them
      • Hi [@Mariana Melo-Vega], I am a project team member for the Guides Team I'd like to know if your team has built a Guide on How to Present Your UX Research work, do you have time to meet with me?
    • 2022-08-05 Mariana Melo Vega wrote:
      • Hi Prakhar! Sorry for the delay in responding. We do not possess any guides, but it is an intriguing idea. If you guys are developing any research on this, we would definitely be interested in checking it out!
    • 2022-08-05 Prakhar Singh wrote:
      • Hey Mariana, it's alright and yes definitely once I am done collecting all the necessary information I will create a guide for the same and everyone would be able to access it!
    • 2022-08-05 Prakhar Singh wrote:
      • Hello again [@Mariana Melo-Vega] I would like to apologize about the misunderstanding from my end before. What I wanted to ask was whether your team has worked on or created any sort of documentation about presenting the UX Research you might have done for the project and if you don't have anything of that sort how does your team present their research. Again, sorry for the misunderstanding, my brain just....didn't help me.

  • Slack Thread

  • Summary of Communication

    • 2022-08-23 Lucy Chang wrote:
      • Hey Prakhar, here is all the presentations that I have around UX research in Access the Data. It's a lot, so if youre confused, just let me know and i can try to explain everything to the best of my ability:
      • [July 2021 - Proto Persona](https://docs.google.com/presentation/d/1ojPXbcO-2LqrXI_sKPxg_ugnh9SER6bZ6KxRHZP2t5Q/edit?usp=sharing)
      • [Framing the Problem](https://docs.google.com/presentation/d/1qIJbbSEfJkwczBWMeT0mymWVr5ZzZY9NePlQJ1NqlF0/edit#slide=id.gebd18776b9_2_0)
      • [mini presentation to stakeholder](https://docs.google.com/presentation/d/1C8GP1kzx_iimIYVSnfQTZR-8EEuyPP7Td6iTmywZIQk/edit#slide=id.gf361a66306_0_43)
      • [interview with founder of project to write origin story for end users](https://docs.google.com/presentation/d/1oRZg6QBOXdCa5R2_2wcNp7fV2Xtl5SJ0KUi6VEjFLn4/edit#slide=id.g115a46f9e36_0_93)
      • [stakeholder update (unfinished)](https://docs.google.com/presentation/d/1Pc-JvlKlBNiIZ20t_2im08FCJBCsL4fpizWUU2kYh-g/edit#slide=id.g10cbbeb6eb3_1_36)
      • [mid-fi wireframe usability testing](https://docs.google.com/presentation/d/19W-Nn2ZNsa6oh14ud38xAsPmEQlPad7p-CxTPAd-W2w/edit#slide=id.p)[redefining personas](https://docs.google.com/presentation/d/16bvi9JqPdgcwQXplbuo64ZHLfRbV1LonTrXbb9tzIoM/edit#slide=id.p)
      • [empathy map for website wireframes](https://docs.google.com/presentation/d/12EEwDPkitQlB7knZVq2ToudNqzMdEFoZ/edit#slide=id.p1)
      • [tree test for website navigation findings](https://docs.google.com/presentation/d/1m9ljGzU3DTFBN3a0AcFBaT0buP1NxqMm9juG-MjtKns/edit#slide=id.g1265a2c1667_0_866)
    • 2022-08-23 Lucy Chang wrote:
      • people usually present results/progress by sharing their screen and showing something on figma or github. but sometimes they also make presentations. we don't have a standarized way of doing that (https://hackforla.slack.com/archives/D03UPAPHVJP/p1661219127338809) we are trying to organize all the research we have done in our github wiki here: https://github.com/hackforla/access-the-data/wiki/ATD-Team-Research-Plans (https://hackforla.slack.com/archives/D03UPAPHVJP/p1661219215270529) if you click on the links for each persona (i.e. Data Expert, Data Enthusiast, Community Activist) under "research on personas" you can see the the assets.
    • 2022-08-23 Lucy Chang wrote:
      • That is indeed quite a bit. I will go through them and let you know if I need help. Thank you for the links

BallotNav

  • Slack Thread
  • Summary of Communication
    • 2022-08-01 Prakhar Singh wrote:
      • Hi, [@fedelandini] are you still the UI/UX Lead for BallotNav project?(if Federica Landini is not the lead anymore, can someone else on the team let me know who is?)
    • 2022-08-01 Federica Landini wrote:
      • Hi [@Federica Landini] yes, together with Irina. I had to pause my commitment with hack for La and with Ballotnav, but if you need anything just let me know)
    • 2022-08-01 Prakhar Singh wrote:
      • Hi [@fedelandini], I am a project team member for the Guides Team I'd like to know if your team has built a Guide on How to Present Your UX Research work, do you have time to meet with me?
    • 2022-08-01 Federica Landini wrote:
      • We have a team of researchers now that can explain what done for the phase 2 of the project: reach out to [@Stacey (she/her)] and [@Karen (she/her/ella) (PST)]
    • 2022-08-01 Prakhar Singh wrote:
      • I see, thank you very much Federica, I will ask them.
    • 2022-08-01 Karen wrote:
      • Tagging [@Jon Lam (EST)] [@Zuri Smith]
  • Slack Thread
  • Summary of Communication
    • 2022-08-03 Jon Lam wrote:
      • Hey Prakhar! Zuri and I are researchers on the BallotNav team. We understand that you're looking to set up a quick chat to go over how to present our research? https://hackforla.slack.com/archives/C0191KE1XB7/p1659367125162719?thread_ts=1659366862.008339&cid=C0191KE1XB7
    • 2022-08-03 Prakhar Singh wrote:
      • Hello Jon, yes I am working on a guide https://github.com/hackforla/knowledgebase-content/issues/136 and was hoping to gather some more information about how one could present their (UX) research data.
        Conclusion: They are following [BallotNav Communications Guide for Document Creation INTERNAL to present their UX Research work.

Civic Opportunity

  • Slack Thread
  • Summary of Communication
    • 2022-08-01 Prakhar Singh wrote:
      • Hi, [@Tan] are you still the UI/UX Lead for Civic Opportunity project? (if Tan Zhou is not the lead anymore, can someone else on the team let me know who is?)

Civic Tech Index

  • Slack Thread
  • Summary of Communication
    • 2022-08-18 Prakhar Singh wrote:
      • Hi, [@Chali] are you still the UI/UX Lead for Civic Tech Index project? (if Chali Prasertsri is not the lead anymore, can someone else on the team let me know who is?)

Civic Tech Jobs

  • Slack Thread
  • Summary of Communication
    • 2022-08-18 Prakhar Singh wrote:
      • Hi, [@Danish] are you still the Product Manager for Civic Tech Jobs project? (if Danish is not the lead anymore, can someone else on the team let me know who is?)
    • 2022-08-18 Danish wrote:
      • Hey Prakhar, yes I am. how can i help
    • 2022-08-19 Prakhar wrote:
      • Hi [@Danish], I am a project team member for the Guides Team and I'd like to know if your team has worked on or created any sort of documentation/presentation about presenting the UX Research you might have done for the project and if you don't have anything of that sort how does your team present their research, do you have time to meet with me?
    • 2022-08-22 Danish wrote:
      • [@Summer] correct me if im wrong but we don't have a defined presentation format that's documented for presenting research findings. but we have a few key fields and insights that are included. [@Prakhar Singh] if its helpful we can share a sample presentation for you to see what key items are included and you can get some insight from there, but these next few weeks are quite hectic for me and I don't think ill have the chance to separately meet with you.
    • 2022-08-22 Summer wrote:
      • Hi [@Prakhar Singh]! [@Danish] is right, we don’t have a formal documentation for research presentation formats. We usually have an overview slide, then the main insights and recommendations before going into the details of the data/analyses. Feel free to take a look at this recent presentation for an example: [Insights from the New Volunteer Survey (for CTJ team)](https://docs.google.com/presentation/d/1dmjbShEr0uvqCfEduaLpBNisEZL4FVtUUsRh2vhbdlQ/edit#slide=id.g122462068e0_0_143)

Design Systems

  • Slack Thread
  • Summary of Communication
    • 2022-08-18 Prakhar Singh wrote:
      • Hi, [@Wataru Inoue] are you still the Lead UI/UX Designer for Design Systems project? (if Wataru Inoue is not the lead anymore, can someone else on the team let me know who is?)
    • 2022-08-18 Yasaman wrote:
      • Hi Prakhar! This is Yas the PM of the DS team. Is there something that I can help you with?
    • 2022-08-19 Prakhar wrote:
      • Hi [@Yasaman (Yas)], I am a project team member for the Guides Team I'd like to know if your team has worked on or created any sort of documentation/presentation about presenting the UX Research you might have done for the project and if you don't have anything of that sort how does your team present their research, do you have time to meet with me?
    • 2022-08-23 Yasaman wrote:
      • Hi Prakhar! We have an amazing research team and they occasionally present their findings to the team.
    • 2022-08-23 Kelene wrote:
      • Hi [@Prakhar Singh] I’m the lead researcher for this team. How can I help? What kind of info are you looking for?
    • 2022-08-23 Prakhar wrote:
      • Hi Kelene, I am looking for some sort of documentation (or any guideline) you and your team might have created which you and/or your team members would refer to when presenting their UX research work. I am working on [Guide: How to Present Your Work (UX Research)](https://github.com/hackforla/knowledgebase-content/issues/136). (edited)

Engage

  • Slack Thread
  • Summary of Communication
    • 2022-08-18 Prakhar Singh wrote:
      • Hi, [@Ryan Mayott] are you still the Lead UI/UX Designer for Engage project? (if Ryan Mayott is not the lead anymore, can someone else on the team let me know who is?)

Expunge Assist

  • Slack Thread
  • Summary of Communication
    • 2022-08-18 Prakhar Singh wrote:
      • Hi, [@Val] are you still the Lead Researcher for Expunge Assist project? (if Valeriya Metla is not the lead anymore, can someone else on the team let me know who is?)
    • 2022-08-18 Val wrote:
      • Hello Prakhar! I am PM for Research Team. lead Researchers are [@Joanna Steinhardt] and [@Nick Doyle]
    • 2022-08-18 Joanna wrote:
      • Hi Prakhar — are you new to the Expunge Assist team?
    • 2022-08-19 Prakhar wrote:
      • Hi [@Joanna Steinhardt], I am not a part of the Expunge Assist team I am a member of the Guides Team and I'd like to know if your team has worked on or created any sort of documentation/presentation about presenting the UX Research you might have done for the project and if you don't have anything of that sort how does your team present their research, do you have time to meet with me?

@Aparna1Gopal Aparna1Gopal mentioned this issue Aug 9, 2022
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@bradyse bradyse mentioned this issue Sep 27, 2022
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@kevinmoutoucarpin kevinmoutoucarpin mentioned this issue Mar 22, 2023
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@e-khlystova e-khlystova reopened this Apr 9, 2024
@Aparna1Gopal Aparna1Gopal added the good first issue Good for newcomers label Apr 26, 2024
@JesseTheCleric
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Prior version of issue

Overview

We need to create a guide for how UX researchers should present their work to stakeholders, so that researchers at Hack for LA can reference it and learn effective practices for presenting their work.

Action Items

  • Research existing information about presenting UX research in relevant resources and online articles
    • Once done, remove the "Guide: Research" label and add the "Guide: Gather Examples" label
  • Gather examples of how other projects or volunteers have done this (if any exist), adding each example as a link in the resources section below
    • Once done, remove the "Guide: Gather Examples" label and add the "Guide: Draft Guide" label
  • Create a draft guide, either in markdown format in this issue or a google doc in the [ux/ui google drive] UI-UX#394
    • Once done, remove the "Guide: Draft Guide" label and add the "Guide: Review Guide" label
  • Review the guide with UX/UI community of practice
    • Once done, remove the "Guide: Review Guide" label and add the "Guide: Leadership Review" label
  • Present to the Hack for LA leadership team for sign off
    • Once approved, remove the "Guide: Leadership Review" label and add the "Guide: Place Guide" label

Resources

Update issue #97 with the name of item you are working on

https://uxpamagazine.org/the-perfect-report/

https://www.uxmatters.com/mt/archives/2012/02/communicating-user-research-findings.php

https://pixelfridge.digital/7-ways-to-improve-your-user-testing-reports/

Projects to check

Words to use when searching

Pitch
Slide
Deck
Powerpoint
Presentation
Case (or Case Study) - brought up a lot of false positives
UX - this may also generate a few false positives

@JesseTheCleric
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JesseTheCleric commented Jan 9, 2025 •
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Assignee, Labels, Project Board Placement, and Milestones for this issue in the UI/UX Repo:

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@JesseTheCleric JesseTheCleric mentioned this issue Jan 9, 2025
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@JesseTheCleric JesseTheCleric transferred this issue from hackforla/UI-UX Jan 17, 2025
@JesseTheCleric JesseTheCleric changed the title Guide: How to Present Your Work (UX Research) Create a Guide/Template: How to Present Your Work (UX Research) Jan 17, 2025
@JesseTheCleric JesseTheCleric added size: missing milestone: missing Complexity: Missing feature : guide creation Phase: 1 - Gather Examples Solo status: 1.1 needs wiki examples Gathering examples by checking each team's wiki status: 1.3 needs project board examples Gathering examples by checking each team's project board cards status: 1.2 needs issues examples Gathering examples by checking each team's issues status: 1.4 needs slack examples Check each team's slack channel for examples labels Jan 17, 2025
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Complexity: Missing CoP: UI/UX Research CoP: UI/UX feature : guide creation milestone: missing Phase: 1 - Gather Examples Solo size: missing status: 1.1 needs wiki examples Gathering examples by checking each team's wiki status: 1.2 needs issues examples Gathering examples by checking each team's issues status: 1.3 needs project board examples Gathering examples by checking each team's project board cards status: 1.4 needs slack examples Check each team's slack channel for examples
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P: Guides: Tracker of issues in CoPs
Status: Needs to be Triaged
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Status: Needs to be Triaged
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