Gather Requirements: Tracker

[ExperimentsInHonesty]

Overview

We need a tracking application (either built or bought) for the guides in order to ensure the pipeline runs smoothly.

Action Items

• Identify team requirements (add to comment below)
• perform user research
• document user requirements/preferences
• perform research with other orgs to find out what tools they use for their help files and pain points/opportunities
• prioritize features
• Create a list of possible tools
• do Comparative/Competitive analysis on tools

Resources/Instructions

Tracking where are the guides are on CoPs repos and their status: #2

Current method for tracking guides:

• Issues in each repository with label systems
• Spreadsheets in some CoPs
• Spreadsheet in Guide Team Google Drive
• Various Issues in Guides Team repository for tracking guide issues that are non standard

[ExperimentsInHonesty]

Requirements for a guide tracking system:

• Accessible by all guide authors to do updates (so that CoP leads don't have to do more work)
• Easy to keep updated
• Either know the status of the issue, or replace issues as a way of tracking the work done on guides
• Encourage Peer review
• Easy to identify which guide issues need leadership review
• Easy to search for guides in progress
• Easy to create new guide issues, and not duplicate
• Identify when published
• Have a way to get suggestions for changes into the pipeline once guides are published
• Differentiate completed guides from the ones in progress
• Prompt/ remind authors of guides in progress and motivate them to complete them
• Clearly lay out each step of the system/process so authors are aware where they are and know what to anticipate
• Straightforward, uncomplicated, and require minimal admin efforts
• Easy to label guides in different categories: product, design, etc
• Information to collect
  • Name of Guide
  • Guide Authors (primary and secondary)
  • Date of creation
  • Which Community of Practice they came out of
  • Who will find them valuable (Development, Design, Project Management, Professional Development, Research)
• Related Templates
• Related Guides (either refer to the other guide or are a part of a larger issue together)
• Status

[edwardsarah]

@ExperimentsInHonesty Does the current guides tracker suffice for this purpose? Can we close this issue?