EA: Research Team Meeting Agenda

[thomasdemoner]

This issue tracks the running agenda for the Research Weekly Meetings

# [YEAR-MO-DAY] Agenda and Notes
### Attendees
- [ ] 

### Notetaker

### Recurring items: 
- [ ]
### New Meeting Items
- [ ]
### FYI
- [ ] 
### Notes from Meeting
- [ ] 
### Task Items
- [ ] 
### Items for next week's agenda
- [ ] 

[thomasdemoner]

@yumengluo please add other assignees that would be appropriate for this issue, you'd know much better than I. And let me know if there's anything missing from it :)

[ValeriyaMetla]

14 January 2022 Agenda and Notes

Attendees

• [x] Jessica, Larisa, Yumeng, Val, Sam

Accountability and Support Check

• [x] Confirming - capacity and honest availability and current responsibilities: Who is currently on the research team? (Val (5-6 hours), Jess (5-6 hours), Larissa (5-6 hours), Sam (5-6 hours writing and working on research in future); Yumeng (5-6 hours)
• [x] Ask for preferences and assign tasks for each team member
  • [x] Jessica - is working on Recruitment documents- putting steps into how we do outreach
  • [x] Valeriya - working on historical document for partnerships and creating legend for database
  • [x] Larisa - working on research plan
  • [x] Yumeng - working on research plan
  • [x] Sam - working on writing tasks for MVP

Recurring items:

• [ ] Research Plan

New Meeting Items

• [x] Database (Create a Legand)
• [ ] Write Recruitment document (Word doc)
• [x] Create History of Partnership (Excel)

FYI

• [ ] We need to recruit writer and 1-2 researcher for the team

Notes from Meeting

• [ ] Marketing versus UX Research questions

Task Items

• [ ] Jess/Val will assign issues discussed in the meeting to team
• [ ] Val/Jess work on organising Github/Google Drive
• [ ] Val/Jess touch base with Bonnie about recruiting researchers

Items for next weeks agenda

• [ ] Recruitment to the team (writer, researchers), what is the procedure
• [ ] GitHub task assignment (issues/check-in)
• [ ] Confirming All Team meeting time

[jessicaherling]

[1/21/22] Agenda and Notes

Attendees

• [x] Jessica, Larisa, Yumeng, Val, Sam

Accountability and Support Check

• [x] Review assignments for each team member
  • [x] Jessica
  • [x] Valeriya
  • [x] Larisa
  • [x] Yumeng
  • [x] Sam

Recurring items:

• [ ] Research Plan

New Meeting Items

• [ ] Recruitment Updates
• [ ] GitHub task assignment (issues/check-in)
• [ ] Confirming All Team meeting time
• [ ] Deadlines for research plan and recruitment

FYI

• [ ] Jess creating task about expungement in other states in the U.S.

Notes from Meeting

• [ ] Discussion about discovery research plan versus usability plan and timeline for this (see notes in link)

Task Items

• [ ] Val incorporate comments from Yumeng and Larisa into Research Plan and will assign to Jess and Sam
• [x] Jess/Val check with Bonnie - need to have research plan for usability
• [x] Jess/Val confirm MVP launch timeline with PMs
• [ ] Jess/Val confirm new team members and get them added to team
• [ ] All team members review and update Github tasks
• [x] Sam send Content Writer information to Val
• [ ] Jess/Val ask Bonnie about Content writing at Hack for LA
• [x] Sam send description to Jess/Val of what kind of support is needed to content writing
• [ ] All team members review participant database to add any context

Items for next weeks agenda

• [ ] Finalize team members
• [ ] Github task assignment (cleaning up tasks)
• [ ] Deadlines for research plan and recruitment

[jessicaherling]

[1/28/22] Agenda and Notes

Attendees

• [ ] Jess, Sam, Larisa

Accountability and Support Check

• [x] Review assignments for each team member
  • [x] Jessica
  • [ ] Valeriya
  • [x] Larisa
  • [ ] Yumeng
  • [x] Sam

Recurring items:

• [ ]

New Meeting Items

• [x] Val and Jess interview 4 researchers this week; want feedback from group about bringing on board 2
• [x] Val and Jess setting up 2-3 more chats next week with researchers
• [x] Sam/Jess discuss meeting with content writers next week
• [x] Research plan updates
• [ ] Check in about team members review participant database to add any context
• [ ] Github task assignment (cleaning up tasks)

FYI

• [x] Val/Jess still need to talk with Bonnie about Content writing

Notes from Meeting

• [ ] Timeline for usability testing; dependent on timelines of creation of MVP; concerns about being able to change content and adapting to users' needs
• [ ] Larisa brought up being able to prepare ourselves for usability testing - walk through prototypes (talk to designers)

Task Items

• [x] Jess/Val MVP deadline and what stage the product is
• [ ] Jess ask at R&D meeting to have design show prototype at meeting
• [x] Jess/Val meet with more research recruits
• [x] Jess/Val/Sam meet with UX content writers

Items for next weeks agenda

• [ ]

[ValeriyaMetla]

[2/4/22] Agenda and Notes

Attendees

• [ ] Jess, Val, Sam, Larisa, Yumeng, Rhiana, Thomas

Accountability and Support Check

• [ ] Introductions - new researchers
• [ ] Review assignments for each team member
  • [ ] Jessica
  • [ ] Valeriya
  • [ ] Larisa
  • [ ] Yumeng
  • [ ] Sam
  • [ ] [Rhiana]
  • [ ] [Thomas]

Recurring items:

• [x] Github task assignment (cleaning up tasks)
• [x] Research plan updates, set separate tasks, create issues for each team member on Github (someone works on screener, other tasks could be working on MVP part
• [x] See if someone is interested to work on state research or creating guidelines on how to reach out to stakeholders

New Meeting Items

• [x] Update for Sam, a community of practice for UX writers, need writers; Zoya and Sam working together on creating open board role, already has an open line of communication with Zoya; Bonnie can assist with reaching out to HfLA teams
• [x] UX writers volunteer discussion, interview feedback; Joanna's role

FYI

• [x] MVP deadline is 1-1.5 months away, like March
• [x] Jess ask at R&D meeting to have design show prototype at meeting

Notes from Meeting

• Sam to work with Zoe on Ux content writing; place to redirect some folks who are content writers interesting in the team
• Creating separate issues for people to complete tasks
• Repository building - Rhianna - what do we do with the data? Interested in making the research accessible for future
• Sam: re: confidentiality for this project - esp. since there are many people who could potentially access the drive; /and anonymizing if it’s important
• Bringing in more writers - Sam is doing a lot of work on content writing
• Link for application: https://expungeassist.org/#/./form/intro; Rhianna says you can test through Figma

Task Items

• [ ] Tom and Rhianna read over Expunge Assist Google Drive Documents and Github

• [ ] - Team tell Jess/Val about any task preference

• [ ] - Jess/Val assign tasks on Monday to team

• [ ] - Sam reach out to writers

• [ ] - Sam create Github content writing tasks

• [ ] - Jess/Val ask PMs about usability testing for https://expungeassist.org/#/./form/intro (moderate through Figma)

• [ ] - Jess/Val assign Tom to state research

Items for next weeks agenda

[SamHyler]

Just checking in: @ValeriyaMetla @jessicaherling I know of a Zoe who is a writer, but not a Zoya. Is this maybe the same person, or Val did you mean someone who isn't a writer?

[ValeriyaMetla]

Yes it’s Zoe, I might have written it wrong.

On Sat, Feb 5, 2022 at 10:17 AM Samantha Hyler @.***> wrote:

Just checking in: @ValeriyaMetla https://github.com/ValeriyaMetla @jessicaherling https://github.com/jessicaherling I know of a Zoe who is a writer, but not a Zoya. Is this maybe the same person, or Val did you mean someone who isn't a writer?

— Reply to this email directly, view it on GitHub https://github.com/hackforla/expunge-assist/issues/423#issuecomment-1030643113, or unsubscribe https://github.com/notifications/unsubscribe-auth/AWW2ARG5HQMNKCTUSMQALV3UZU5RVANCNFSM5L2ZPU6Q . You are receiving this because you were mentioned.Message ID: @.***>

-- Valeriya Metla PhD Student The School of Criminal Justice at Rutgers University - Newark Center for Law and Justice 123 Washington Street, 5th Floor, Newark, NJ 07102-3094

[jessicaherling]

[2/18/22] Agenda and Notes

Attendees

• [ Jessica, Val, Larisa, Yumeng, Sam, Rhianna, Ana, Nicolas]

Accountability and Support Check

• [ ] Review assignments for each team member
  • [ ] Jessica
  • [ ] Valeriya
  • [ ] Larisa
  • [ ] Yumeng
  • [ ] Sam
  • [ ] Rhianna
  • [ ] Thomas
  • [ ] Ana
  • [ ] Joanna
  • [ ] [Nick]

Recurring items:

• [ ]

New Meeting Items

• [ ] Github discussion
• [ ] Research lead request

FYI

• [ ]

Notes from Meeting

• [ ] Val reviewing Github tasks for usability testing (https://github.com/hackforla/expunge-assist/issues/443)
• [ ] Larisa has draft of research plan (goals and priorities; pre-test questions and questions more specific to legal clinics and sample tasks (5-6 - can modify); post-questions split into general audience versus people who work in legal clinics) - suggest broad overview feedback - need to talk to design and development
• [ ] Rhianna - I will be leaving Sunday for a work project again. would love to continue to do desk research and assist in prep or analysis.
• [ ] Research plan for interviews - Yumeng working on questions - Yumeng wrote questions for usability testing

Task Items

• [ ] Assign Rhianna to do desk research and assist in prep or analysis.
• [ ] Val/Jess write to PMs/Daisy/Daniel and ask if we can spend some time during All teams meeting with design and development and go over the MVP and chat about usability study and get more information

Items for next weeks agenda

• [ ] Jess/Val assign Github tasks for usability and desk research

[ValeriyaMetla]

[03/11/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [x] Valeriya
  • [ ] Larisa
  • [x] Yumeng
  • [x] Sam
  • [x] Rhianna
  • [x] Thomas
  • [x] Ana
  • [x] Joanna
  • [x] Nick

Recurring items:

• [ ] Documenting research in Wiki
  • [ ] Organizing Google Drive
• [ ] Usability Testing Study
  • [ ] Finalizing usability testing research plan for users (legal clinics and people going through record expungement process)
  • [ ] starting research plan for internal user testing

New Meeting Items

FYI

• [ ] MVP is planned to be ready by the end of March/Early April

Notes from Meeting

• [x] By Monday - Ana will create the internal usability testing document.

Task Items

• [ ] Val
  • [x] create sidebar for UX Content Writing
  • [ ] move the rest of the copies of research-relevant docs to the Wiki folder
  • [x] remove the reminder for the old team meeting link in Slack
  • [ ] send relevant documents on expungement in CA to Tom
  • [ ] ask Bonnie if there is any guide for editing Wiki
  • [ ] reach out to Myranda - invite her to the meeting, get the link for the Slack channel about record expungement
• [ ] Ana
  • [x] create a document for internal testing and trim it down (remove what is not needed as we are testing internally, keep assigned people so we don't have to assign sections again)
  • [x] create copies of all ongoing documents for research and move them to Wiki folder - checking GitHub issues to have clear folders for ongoing projects
  • [ ] create a timeline of the project (e.g., main milestones, deadlines, etc.)
• [ ] Val and Ana
  • [ ] work on creating GitHHub issues for internal testing
  • [ ] work on outreach procedure document so we can start reaching out to legal clinics
    • [ ] assign another person to this task
• [ ] Joanna
  • [ ] last edit of the usability testing plan (legal clinics and people going through expungement)
  • [ ] created a document to make sense of past research, please attach it to the Wiki issue on GitHub
• [ ] Tom
  • [ ] working on research across the states, checking the notes, organizing
  • [ ] Val will send relevant documents
• [ ] Yumeng and Larisa
  • [ ] start working on an internal testing document (Ana will create it on Monday)
• [ ] Rhianna and Nick
  • [ ] help Tom with research across states OR
  • [ ] help Joanna with last edits of the usability testing (legal clinics and users) to finalize for review with Bonnie OR
  • [ ] help Yumeng and Larisa with working on internal testing research plan
• [ ] Everyone
• [ ] the team will comment on possible terms for glossary under this issue

Items for next weeks agenda

• [ ] Accountability and check-in

[11/18/21](https://github.com/hackforla/expunge-assist/issues/

[ValeriyaMetla]

[03/18/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [x] Valeriya
  • [ ] Larisa
  • [ ] Yumeng
  • [x] Sam
  • [x] Rhianna
  • [x] Thomas
  • [x] Ana
  • [x] Joanna
  • [x] Nick

Recurring items:

• [ ] Documenting research in Wiki
  • [ ] Update from Joanna, Ana, and Val
  • [ ] Discussion of next steps and the deadline to finalize Google Drive
    • [ ] Val and Ana
  • [ ] Working on the timeline for past research for Wiki and identifying major documents for it.
    • [ ] Val and Joanna will talk about wiki, organizing One Drive
• [ ] Usability Testing Study
  • [ ] Finalizing usability testing research plan for users (legal clinics and people going through record expungement process)
    • [ ] Joanna cleaned it up, found few issues
• [ ] starting research plan for internal user testing
  • [ ] Ana trimmed and uploaded
  • [ ] people are working on it
  • [ ] Nick modified the script for internal, give a little context.
• [ ] research across states update and next steps, deadline for completion
  • [ ] Tom update: all states - fill up the petition and file it, California - actually requires a letter, seems the only state.

New Meeting Items

• [ ] Val - GitHub management and assignments
• [ ] Val - using the agenda to guide the research team
• [ ] Val - taking screenshot of the meeting for HfLA website project
• [ ] Sam update - almost finished updating content for letter generator
• [ ] Sam - glossary, to start the process
  • [ ] where the document will be located (for now in Content)
  • [ ] Sam will add labels so we can start working on it

FYI

Notes from Meeting

• [x] By Monday - Ana will create the internal usability testing document.

Task Items

• [ ] Val
  • [ ] ask Bonnie if there is any guide for editing Wiki and about the outreach for usability testing
  • [ ] reach out to Myranda - invite her to the meeting, get the link for the Slack channel about record expungement
  • [ ] creating specific tasks (dependencies) for usability testing on GitHub
  • [ ] schedule talk with Joanna (next weekend)
• [ ] Ana
  • [ ] create a timeline of the project (e.g., main milestones, deadlines, etc.)
  • [ ] work on outreach procedure/protocol document so we can start reaching out to legal clinics
• [ ] Joanna
  • [ ] attach Past Research document to the Wiki issue on GitHub
  • [ ] create the timeline of past research
  • [ ] identify the main documents to include into Wiki for past research
• [ ] Tom
  • [ ] document all the findings, attach doc to GitHub issue
• [ ] Yumeng
  • [ ]
• [ ] Larisa
  • [ ]
• [ ] Rhianna
  • [ ] fix the screener, last edits of the user testing plan
• [ ] Nick
  • [ ] working on the internal usability testing plan
• [ ] Sam
  • [ ] add missing labels and re-write long GitHub issues to fit the format
  • [ ] identify glossary terms to start the brainstorming and share with the research team

Items for next week's agenda

• [ ] Internal usability testing: brainstorming with the team and giving tasks
• [ ] discussing the document Tom will upload and closing the issue
• [ ] discussing where the documents are on OneDrive
• [ ] Joanna's update, Wiki's next steps
• [ ] Ana: milestones and tentative schedule
• [ ] are there questions for users? Yumeng - issue #480

[ValeriyaMetla]

[03/25/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [x] Valeriya
  • [x] Larisa
  • [ ] Yumeng
  • [x] Sam
  • [x] Rhianna
  • [x] Thomas
  • [x] Ana
  • [x] Joanna
  • [x] Nick

Recurring items:

• [ ] Documenting research in Wiki
  • [ ] Joanna update on progress, will have a draft of the timeline next week, Val will review then.
• [ ] Usability Testing Study (with Users)
  • [ ] Rhianna updates on final changes: combined the screener, and did the same for internal usability screener, edited the whole document
• [ ] Internal Testing
  • [ ] Nick progress on the task
• [ ] Research Across States
  • [ ] Tom is at the conference, Val will update the team.
• [ ] Project Timeline and milestones
  • [ ] Ana presents the document, timeline
• [ ] Sam glossary update (progress, next steps, role of research team)
• [ ] discussing where the documents are on OneDrive

New Items

• [ ] New documents discovered, communication guide, templates, discussion on how to use it for research
• [ ] New document on stakeholder outreach guidelines
• [ ] Figma design system opportunity

FYI

Notes from Meeting

• [ ]

Task Items

• [ ] Val
  • [ ] ask Bonnie about the outreach for usability testing
  • [ ] reach out to Myranda - invite her to the meeting, get the link for the Slack channel about record expungement
  • [ ] creating specific tasks (dependencies) for usability testing on GitHub
  • [x] create folder for style and communication guides
  • [x] create shortcuts to the documents from design and admin folders - relevant to the research
  • [x] link communication & style guide to the "Join the Team" Wiki page
  • [x] change style of all working documents in relation to the project guidelines
• [ ] Ana
  • [x] work on the outreach guidelines
• [ ] Joanna
  • [ ] work on the timeline of the past research for Wiki page, will produce a draft
    • [ ] Val or Ana will review
• [ ] Tom
  • [ ] TBD
• [ ] Yumeng
  • [ ] working on internal testing
• [ ] Rhianna
  • [ ] working on internal testing document
• [ ] Nick
  • [ ] keep working on internal testing

Items for next week's agenda

• [ ] schedule info session for tips how to land UX job (Ana will share the experience)
• [ ] discuss new format of the documents
• [ ] discuss where style and communication guides are on OneDrive
• [ ] discuss specific tasks for usability testing, brainstorm
• [ ] Ask Tom for login into for Miro app
• [ ] talk about HOW to create Templates & Guides
• [ ] github (how to write, put labels, attach files, work with Kanban board)

[ana-lobos]

[04/01/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [ ] Valeriya
  • [ ] Yumeng
  • [ ] Sam
  • [ ] Rhianna
  • [ ] Thomas
  • [ ] Ana
  • [ ] Joanna
  • [ ] Nick

Priority items:

• [ ] MVP
  • [ ] Review with the team
• [ ] Internal Usability Testing
  • [ ] Review Internal Usability Questions and make sure that these are appropriate for the MVP (go over the document, specifically the Task List, actual guide we will use, identity the gaps, assign who will work on it)
  • [ ] By Thursday, April 7th:
    • [ ] 1) The internal usability plan and guide should be complete. Bonnie will read it and review tasks.
    • [ ] 2) We have a new email for UX work. Val will set it up properly and give the team the password. Anything with testing should be going through this email.
    • [ ] 3) We need to set up Calendly so people can sign up for it using the new EA UX email account. Bonnie will check it too.
      • [ ] Determine dates/times for testing sessions
      • [ ] Assign roles for testing sessions: a facilitator (the person asking questions), at least one notetaker, observers (optional). Two people per each testing session
    • [ ] 4) We need to craft a short with emoji message for recruitment and send it to Bonnie after all other things are approved. She will circulate it in the right channels.

Non-priority Items:

• [ ] Usability Testing Study (with Users)
  • [ ] Rhianna to update on finalized document
  • [ ] discuss specific tasks for usability testing, brainstorm
• [ ] Outreach Protocol
  • [ ] Ana to share outreach protocol document
  • [ ] Review outreach organization status database for use after contacting organizations
  • [ ] If possible, each team member should try to add organizations to the database regularly
• [ ] Research Across States
  • [ ] Tom TBD
• [ ] Documenting research in Wiki
  • [ ] Joanna to share the draft that will be reviewed by Val
• [ ] Glossary
  • [ ] Sam to give update
• [ ] Documents on OneDrive
  • [ ] Val to discuss where style and communication guides are on OneDrive
  • [ ] discuss new format of the documents
• [ ] GitHub
  • [ ] talk about HOW to create Templates & Guides
  • [ ] how to write issues, put labels, attach files, work with Kanban board)
• [ ] Other
  • [ ] Schedule info session on UX job search process

New Items

FYI

Notes from Meeting

• [ ]

Task Items

• [ ] Val

• [ ] Ana

• [ ] Joanna

• [ ] Tom

• [ ] Yumeng

• [ ] Rhianna

• [ ] Nick

Items for next week's agenda

• [ ]

[ana-lobos]

[04/08/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [x] Valeriya
  • [x] Yumeng
  • [x] Sam
  • [ ] Rhianna
  • [x] Thomas
  • [x] Ana
  • [x] Joanna
  • [x] Nick

Priority items:

• [ ] Internal Usability Testing Research Plan
  • [ ] Review Bonnie's feedback and make necessary changes
• [ ] Internal Usability Testing logistics
  • [ ] Review testing roles (moderator, notetaker, observer)
    • [ ] Note down any specific preferences for dates and roles
  • [ ] Go over in-session testing procedures (ensuring everyone is confident with each of the roles and the moderator script)
  • [ ] Go over how to claim a testing slot and role when a participant signs up for testing
  • [ ] Clear out any final concerns or questions

Non-priority Items:

• [ ] Usability Testing Study (with Users)
  • [ ] Rhianna to update on finalized document
  • [ ] discuss specific tasks for usability testing, brainstorm
• [ ] Outreach Protocol
  • [ ] Ana to share outreach protocol document
  • [ ] Review outreach organization status database for use after contacting organizations
  • [ ] If possible, each team member should try to add organizations to the database regularly
• [ ] Research Across States
  • [ ] Tom TBD
• [ ] Documenting research in Wiki
  • [ ] Joanna to share the draft that will be reviewed by Val
• [ ] Glossary
  • [ ] Sam to give update
• [ ] Documents on OneDrive
  • [ ] Val to discuss where style and communication guides are on OneDrive
  • [ ] discuss new format of the documents
• [ ] GitHub
  • [ ] talk about HOW to create Templates & Guides
  • [ ] how to write issues, put labels, attach files, work with Kanban board)
• [ ] Other
  • [ ] Schedule info session on UX job search process

New Items

FYI

Notes from Meeting

• [ ]

Task Items

• [ ] Val

  • [ ] Share feedback from meeting

• [ ] Ana

  • [x] Send out lettuce meet link to redo calendar
  • [ ] Update Calendly testing schedule
  • [x] Update Miro timeline
  • [x] Create testing session tracking spreadsheet (include team member's name, role in the session, date, time, testing version/type, space for any other admin observations)
  • [x] Add missing steps to testing methods section on internal usability research plan
  • [x] Send out login info to team individually

• [ ] Joanna

  • [ ] Create testing session note-taking spreadsheet

• [ ] Tom

  • [ ] Review and edit internal usability testing research plan to fit the 30 mins session

• [ ] Yumeng

  • [ ] Review and edit user stories
  • [ ] Share note-taking spreadsheet template with Joanna

• [ ] Rhianna

• [ ] Nick

  • [ ] Review and edit internal usability testing research plan to fit the 30 mins session

• [ ] Sam

  • [ ] Review and edit user stories

Items for next week's agenda

• [ ] Review Bonnie's further feedback
• [ ] Review new testing schedule
• [ ] Review testing note-taking documents
• [ ] Testing mock session

[ana-lobos]

[04/15/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [x] Valeriya
  • [ ] Yumeng
  • [x] Sam
  • [ ] Rhianna
  • [x] Thomas
  • [x] Ana
  • [x] Joanna
  • [x] Nick

Priority items:

• [ ] Internal Usability Testing Research Plan
  • [ ] Review Bonnie's feedback from meeting and make necessary changes
    • [ ] Update on recruitment status
  • [ ] Review new testing schedule
  • [ ] Review testing note-taking documents
    • [ ] Session tracker (Ana)
    • [ ] User responses (Joanna)
• [ ] Internal Usability Testing logistics
  • [ ] Note down any specific preferences for dates and roles
  • [ ] Determine who will monitor inbox and add team members to sessions and when
  • [ ] Add testing logistics steps to moderator script (to ensure session protocol is followed each time)

Non-priority Items:

• [ ] Usability Testing Study (with Users)
  • [ ] Rhianna to update on finalized document
  • [ ] discuss specific tasks for usability testing, brainstorm
• [ ] Outreach Protocol
  • [ ] Ana to share outreach protocol document
  • [ ] Review outreach organization status database for use after contacting organizations
  • [ ] If possible, each team member should try to add organizations to the database regularly
• [ ] Research Across States
  • [ ] Tom TBD
• [ ] Documenting research in Wiki
  • [ ] Joanna to share the draft that will be reviewed by Val
• [ ] Glossary
  • [ ] Sam to give update
• [ ] Documents on OneDrive
  • [ ] Val to discuss where style and communication guides are on OneDrive
  • [ ] discuss new format of the documents
• [ ] GitHub
  • [ ] talk about HOW to create Templates & Guides
  • [ ] how to write issues, put labels, attach files, work with Kanban board)
• [ ] Other
  • [ ] Schedule info session on UX job search process

New Items

FYI

Notes from Meeting

• [ ] Check out Zapier app to mainstream testing session allocations

Task Items

• [ ] Val

  • [ ] Verify access to Zapier/look into it as a booking option

• [ ] Ana

  • [ ] Update and finalize Calendly schedule
  • [ ] Update the moderator script with steps from beginning to end (post doc on Slack channel by Monday 18th the latest)
    • [ ] Add links to documents that need to be on hand during each session
    • [ ] Add checklist with all logistics from beginning to end (make moderating document a full protocol)
  • [ ] Monitor inbox on 17th and 22nd (day time)
  • [ ] Add note with role preferences to either Slack channel or Google keep on Google Calendar
  • [ ] Add note to Calendly invite stating that session needs to be confirmed

• [ ] Joanna

  • [ ]

• [ ] Tom

  • [ ] Monitoring inbox April 18th-19th

• [ ] Yumeng

• [ ] Rhianna

• [ ] Nick

  • [ ] Monitoring inbox April 20th-21st
  • [ ] Review Calendly scheduling options (48 hrs prior to session)

• [ ] Sam

  • [ ] Review language in user stories (make more focused)

Items for next week's agenda

• [ ] Revisit monitoring system (What worked? What didn't work?)
• [ ] Review/discuss any testing sessions that took place (or do any final prep if no sessions have been booked yet)
• [ ] Assign new inbox monitors for the following week (if sticking to this system)

[ana-lobos]

[04/22/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [ ] Valeriya
  • [ ] Yumeng
  • [ ] Sam
  • [ ] Rhianna
  • [ ] Thomas
  • [ ] Ana
  • [ ] Joanna
  • [ ] Nick

Priority items:

• [ ] Review team allocation system (What worked? What didn't work?)

  • [ ] Ensure that we have all roles covered for every booked session

• [ ] Review/discuss any testing sessions that took place before meeting

  • [ ] Preliminary feedback from Session 1:
    • [ ] The tasks were a bit redundant and cut the flow of the participant. The website itself directs the user very well, so the participant was well ahead of the tasks and sometimes repeating what she did just to complete the task
    • [ ] There is too much content on the research plan that is not possible to cover in 30 mins
    • [ ] The intro was streamlined and it worked well (we should keep it short and sweet because of time constraints)
    • [ ] The information we got from the open ended questions was more useful/rich than the Likert scales. We should reconsider keeping only what's relevant
    • [ ] Due to time constraints we may not be able to do the user stories at all. What we have on the research plan is really an hour long session just with the standard tasks. We should also revisit this
    • [ ] If people meet prior to the session starting on Zoom they should do it using their personal accounts because starting the call earlier eats into the 40 mins allowed
    • [ ] The participant really liked the content/diction. She breezed through the website and was able to find her way around everything
    • [ ] Maybe we should only keep the tasks about privacy and FAQs and then simply have the participant write the letter while we just take notes on how they do it and how they interact with the website

• [ ] Compare the feedback above with any feedback from the second testing session

  • [ ] Are there any repeated patterns/themes/issues that came up?

• [ ] Develop a protocol for late participants

  • [ ] After 10 minutes have participant reschedule the session or cancel

• [ ] Potentially reopen Calendly if sessions are canceled/no shows and if we fall below 8 participants

Non-priority Items:

• [ ] Usability Testing Study (with Users)
  • [ ] Rhianna to update on finalized document
  • [ ] discuss specific tasks for usability testing, brainstorm
• [ ] Outreach Protocol
  • [ ] Ana to share outreach protocol document
  • [ ] Review outreach organization status database for use after contacting organizations
  • [ ] If possible, each team member should try to add organizations to the database regularly
• [ ] Research Across States
  • [ ] Tom TBD
• [ ] Documenting research in Wiki
  • [ ] Joanna to share the draft that will be reviewed by Val
• [ ] Glossary
  • [ ] Sam to give update
• [ ] Documents on OneDrive
  • [ ] Val to discuss where style and communication guides are on OneDrive
  • [ ] discuss new format of the documents
• [ ] GitHub
  • [ ] talk about HOW to create Templates & Guides
  • [ ] how to write issues, put labels, attach files, work with Kanban board)
• [ ] Other
  • [ ] Schedule info session on UX job search process

New Items

FYI

Notes from Meeting

• [ ]

Task Items

• [ ] Val

  • [ ]

• [ ] Ana

  • [ ]

• [ ] Joanna

  • [ ]

• [ ] Tom

  • [ ]

• [ ] Yumeng

• [ ] Rhianna

• [ ] Nick

  • [ ]

• [ ] Sam

  • [ ]

Items for next week's agenda

• [ ]

[ana-lobos]

[04/29/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [ ] Valeriya
  • [ ] Yumeng
  • [ ] Sam
  • [ ] Rhianna
  • [ ] Thomas
  • [ ] Ana
  • [ ] Joanna
  • [ ] Nick

Priority items:

• [ ] Val will give updates:
  • [ ] First week of every month - NO meeting for teams, only PM meet. It's PLANNING week
  • [ ] Val role on the research team, will be moving away from research activities and only handle PM duties
    • [ ] It necessitates someone taking leadership role to help Ana
  • [ ] Everyone will be writing GitHub issue. Val will do workshop to explain how and why.
  • [ ] Design System - helping out design team
  • [ ] All team meeting is mandatory, will be once a month.
• [ ] Discussion Analysis Strategy
  • [ ] Go to the letter to make sure we know to what screen the feedback was given (link feedback to sentence/screen unless captured this perfectly on notes)
  • [ ] Validity. Find key themes/patterns - what are the essential features that are the most relevant for design and for development to begin working on?
  • [ ] Potential tool to use for this: Miro board
  • [ ] Development specifically asked for feedback not to be overwhelming
    • [ ] Categorize feedback based on the key themes and mark parts that are relevant for design and development (e.g., link to the “send in an email” doesn’t work, include “word” format as an option for the letter (which would also be convenient for legal clinics would have it, etc)
  • [ ] Potential method: map out the steps and put stickers underneath (this can be done in Miro)
  • [ ] Tie findings to the measures identified in the research plan.
  • [ ] Question, be critical, those are not actual users, so take into account age, education, but the race also, just even approximation from video, we need to make sure we understand deeper the background of the people and how it might reflect their opinions but also bias
  • [ ] What is the best format for the portfolio?
    • [ ] Gather ideas for how to analyze it
    • [ ] Suggestion: affinity mapping
• [ ] Discuss timeline for analysis

New Items

FYI

Notes from Meeting

• [ ] Sam - content system. We have guidelines. Maybe we can do it together. Sam will create GitHub issue.
• [ ] Yumeng: each responsible for one interview, use Miro board.
• [ ] Joanna: 1) each look at user 2) compare users 3) recognizing themes
• [ ] screenshots for Miro board.
• [ ] User needs backlog
• [ ] create GitHub issue

Task Items

• [ ] Val & Ana
  • [ ] will create Miro Board structure
• [ ] Everyone
  • [ ] Pick one interview you will be responsible for and indicate it in the tracker.
  • [ ] Review the recording and add what is missing. Please note - screen/step to where feedback is referred to.
  • [ ] Wait to hear from Val and Ana when the MIRO board is ready.

Items for next week's agenda

• [ ]

[ValeriyaMetla]

[05/06/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [ ] Valeriya
  • [ ] Yumeng
  • [ ] Sam
  • [ ] Rhianna
  • [ ] Thomas
  • [ ] Ana
  • [ ] Joanna
  • [ ] Nick

Priority items:

• [ ] Discussion Analysis Strategy
• [ ] #549
• [ ] Analysis is being done in Miro board
  • [ ] Find key themes/patterns - what are the essential features that are the most relevant for design and for development to begin working on?
  • [ ] Tie findings to the measures identified in the research plan.
  • [ ] Question, be critical, those are not actual users, so take into account age, education
  • [ ] What is the best format for the portfolio?
• [ ] Discuss timeline for the report
• [ ] Development team created guidance how to update content in WIKI

New Items

FYI

Notes from Meeting

• [ ] No meeting next week - 5/13/22.
• [ ] Feedback on the analysis: 1) MIRO board is powerful, a bit overwhelming

Task Items

Items for next week's agenda

[ValeriyaMetla]

[05/20/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [ ] Valeriya
  • [ ] Yumeng
  • [ ] Sam
  • [ ] Thomas
  • [ ] Ana
  • [ ] Joanna
  • [ ] Nick

Priority items:

• [ ] Updates
  • [ ] Val and Joanna - roles
  • [ ] Meeting potential new volunteer
• [ ] Discussing All-Team meeting and feedback.
• [ ] Discussion Analysis Strategy
• [ ] #549
  • [ ] what are the essential features that are the most relevant for design and for development to begin working on?
  • [ ] Tie findings to the measures identified in the research plan.
  • [ ] Question, be critical, those are not actual users, so take into account age, education
  • [ ] Reviewing resources Bonnie suggested
• [ ] Discuss timeline for the report - 2 weeks (10 days more so)
• [ ] Discussion of research strategy for final report:

New Items

FYI

• [ ] Development team created guidance how to update content in WIKI

Notes from Meeting

• [ ]

Task Items

• [ ] Joanna - taking a lead on it, working on structure, and general feedback
• [ ] Val - is floating, helping out as needed, creating GitHub issues
• [ ] Sam - content feedback
• [ ] Nick - Design feedback
• [ ] Tom - development feedback
• [ ] Nikita - will reach out to Val if joining, will plug her in where help is needed.

Items for next week's agenda:

[ValeriyaMetla]

[05/27/2022] Agenda and Notes

Attendees

Accountability and Support Check

• [ ] Review assignments for each team member
  • [ ] Valeriya
  • [ ] Yumeng
  • [ ] Sam
  • [ ] Thomas
  • [ ] Ana
  • [ ] Joanna
  • [ ] Nick
  • [ ] [Nikita]

Priority items:

• [ ] Discussion of final report
  • [ ] sunday - team can give feedback
  • [ ] issues that we need to collaborate across teams
  • [ ] where place recommendations
    • [ ] will be nested within sections
    • [ ] Executive summary and final recommendations - they same - priorities
    • [ ] need to count the # of users
    • [ ] Joanna will tighten it up
    • [ ] The rest of the team will check on Sunday
    • [ ] make sure we use the language, we separate user feedback from our feedback.
    • [ ] Development - biggest issue - difficult with navigation, drop down menu,
    • [ ] Conent - clarity and consistency, legitimacy is important.
    • [ ] Need to think about impact!
    • [ ] make it less dense, more visual.

Items for next week's agenda:

New Items

FYI

• [ ] Development team created guidance how to update content in WIKI

Notes from Meeting

• [ ] Round of Introductions
• [ ] Yao - new volunteer - psychology background, 4 years got PHD, still shopping around, which project she will join

Task Items

• [ ] Joanna -
• [ ] Val -
• [ ] Sam -
• [ ] Nick -
• [ ] Tom -
• [ ] Nikita -

Items for next week's agenda:

[jbsteinhardt]

[06/3/2022] Agenda and Notes

Attendees

• Sam
• Nikita
• Val
• Ana
• Sam
• Nick
• Tom
• Joanna

Priority items:

• [ ] Internal Usability Testing final report
  • [ ] Val: feedback from Bonnie
  • [ ] Next Steps:
    • [ ] Converting report into actionable items
  • [ ] GitHub management

New Items

• [ ] getting organized for the next phase of research
  • [ ] reorienting now that internal usability testing is done
  • [ ] reviewing past research
  • [ ] potential partnerships
  • [ ] planning research with Content on terminology
• [ ] the Research Wiki Page
• [ ] Lastly, what do we each want to get from this? in terms of learning UX methods & thinking

Items for next week's agenda:

• [ ] Overview of project history
• [ ] Assess where we are with potential partnerships:
  • [ ] who have we been in touch with
  • [ ] what information we want to get from talking to potential partners
  • [ ] what questions we need to ask organizations to figure out if EA can be of use to them

Notes from Meeting

Task Items

• [ ] Joanna - prepare presentation for next week's meeting of project history/overview to begin outreach plans
• [ ] Ana -
• [ ] Sam - sketch out the list of questions that Content & Research need to collaborate on answering for the next iteration
• [ ] Nick - add to list of potential partners: legal clinics, expungement clinics in California (this spreadsheet has list of potential partners & contact info/history from the last couple years under "History of Engagement" tab)
• [ ] Tom - put together a draft of the EA Research wiki page? (in the "Wiki Folder" in "03 Research")
• [ ] Nikita - look over some old documents to get up to speed on the project

Items for next week's agenda:

[jbsteinhardt]

[06/10/2022] Agenda and Notes

Attendees

• Sam
• Nikita
• Val
• Ana
• Sam
• Nick
• Tom
• Joanna

Priority items:

• [ ] Wrapping up internal Usability Testing final report
  • [ ] anything else to do?
• [ ] Before we move on, I want to take a minute to go around and talk about what we each want to get from this in terms of learning UX methods & thinking

New Items

• [ ] Next Steps: issues that Research needs to address from the report: - [ ] w/ Content: make the website’s terminology clear and consistent; clarify the expungement process and the letter's role in it; find external links to add so users can learn more, if need be - [ ] figure out next steps w/ Content - [ ] parcel up these tasks
• [ ] getting organized for the next phase of research: building partnerships, and then next phase of user research
  • [ ] we should all get caught up on past research: assign docs to go over and we can present it all next week
  • [ ] working on two documents:
• [ ] Tom - finish state-by-state doc summary and present the week after
• [ ] Finish adding to the project's Wiki Page
  • [ ] the usability research & report
  • [ ] the GitHub how-to doc
  • [ ] the history of research doc

Items for next week's agenda:

• [ ] Overview of project history
• [ ] Assess where we are with potential partnerships:
  • [ ] who have we been in touch with
  • [ ] what information we want to get from talking to potential partners
  • [ ] what questions we need to ask organizations to figure out if EA can be of use to them

Notes from Meeting

Task Items

Research with Content:

• [ ] Glossary: to be used for hover-overs or pop-ups (pending design/dev approval) or somewhere defining important vocabulary in a user-friendly way
• [ ] Clarifying which terms we’ll use going forward: declaration letter/etc. and why (need to back this up - maybe a partnership would clarify which)
• [ ] Examples of successful letters of expungement
• [ ] Researching the user journey and creating a visual (collab with Design) for the website? That shows how our website letter generator fits into the grander scheme of getting expungment

Items for next week's agenda:

[jbsteinhardt]

6/17/22 Agenda and Notes

Attendees

• [ ] Joanna
• [ ] Ana
• [ ] Nick
• [ ] Nikita
• [ ] Sam
• [ ] Val
• [ ] Alba
• [ ] Yumeng
• [ ](Tom can't make it)

Recurring items:

• [ ] Introductions (Alba, and everyone)
• [ ] how are issues w/ Content coming along? next steps?
  • [ ] Irene & Ana collab on glossary
  • [ ] #478
  • [ ] Sam: Ana the FAQ google doc has some research by Lori in it as well. I can send you later
  • [ ] https://docs.google.com/document/d/1D19tbPqQkFzHYF2GemsZDDdMjbUM6jh6E6ArYWS-WIo/edit
  • [ ] Other links: https://docs.google.com/presentation/d/14pKBNmwnB9_S7EiL6baiLzlLF3vnvmpg7JDi0ntrpCE/edit#slide=id.gaecf300319_1_0
  • [ ] there are some links (unorganized, sorry) at the bottom of the FAQs, but Lori also did a bunch of work to sort the legal landscape with the FAQs https://docs.google.com/document/d/1O3y2oE_5VdEYDcwdjtdrlPq0d-Rcu_igmzPBcbjli-E/edit
• [ ] Link to Code for America project: https://codeforamerica.org/programs/criminal-justice/automatic-record-clearance/
  • [ ] let's start keeping track of what questions we would want to ask legal professionals
• [ ] Getting caught up on past research
  • [ ] Joanna on foundational research, background of the project, and some updates on Prop 47 deadline
  • [ ] Nick on user journeys + personas
  • [ ] Nikita on stakeholder meetings
• [ ] Getting started on the Outreach Protocol doc and the Research Plan (w/ interview guide)
  • [ ] Joanna will talk to Val about these documents; Val will pass the drafts on to Bonnie when they're ready
  • [ ] Going over related Issues in GitHub that have been left unfinished
  • [ ] History of potential partnerships: who have we been in touch with; what is the goal of the next round of interviews (info, marketing, partnership, advisors)
• [ ] What about finding advisors/consultants? I can talk to Val about this
• [ ] Finish adding to the project's Wiki Page
  • [ ] the usability research & report √
  • [ ] the GitHub how-to doc √
  • [ ] the history of research doc -- not quite ready

Items for next week's agenda:

Notes from Meeting

Task Items

• [ ]

New Meeting Items

• [ ]

FYI

• [ ]

Notes from Meeting

• [ ]

Task Items

• [ ] Val
  • [ ] Ask Bonnie about legal consultant, partnership building

Items for next weeks agenda

• [ ]

[Ndoyle118]

6/24/22 Agenda and Notes

Attendees

• [ ] Joanna
• [ ] Ana
• [ ] Nick
• [ ] Nikita
• [ ] Sam
• [ ] Val
• [ ] Alba
• [ ] Yumeng
• [ ] Tom

Recurring items:

• [ ] Updates on glossary - Ana & Irene
  • [ ] #478
• [ ] History of research - Nick and Nikita
  • [ ] #600
  • [ ] Summarize key insights from existing User Personas, Journey Maps, and Stakeholder Interviews - one-page highlights doc
  • [ ] Tom state-by-state research - anything you want to add/share?
  • [ ] Anything else to add?
• [ ] Brainstorming for next phase of research - what questions and outcomes do we want to focus on?
  • [ ] #585
• [ ] Expungement process journey maps to better understand the process from a user's perspective
• [ ] Getting started on the Outreach Protocol doc and the Research Plan (w/ interview guide)
  • [ ] Joanna will talk to Val about these documents; Val will pass the drafts on to Bonnie when they're ready
  • [ ] Going over related Issues in GitHub that have been left unfinished
  • [ ] History of potential partnerships: who have we been in touch with; what is the goal of the next round of interviews (info, marketing, partnership, advisors)
• [ ] Researching Public Libraries privacy policies (#62 )
  • [ ] https://www.plpinfo.org/wp-content/uploads/2020/10/PLP_Toolkit_Final-Accessibility-Modified.pdf
  • [ ] https://hrdailyadvisor.blr.com/2015/11/05/how-a-public-library-approaches-computer-security/
• [ ] Updates from Joanna/Val on whether we should start finding legal advisors/consultants
• [ ] Finish adding to the project's Wiki Page
  • [ ] the usability research & report √
  • [ ] the GitHub how-to doc √
  • [ ] the history of research doc -- not quite ready

Items for next week's agenda:

Notes from Meeting

Task Items

• [ ]

New Meeting Items

• [ ]

FYI

• [ ]

Notes from Meeting

• [ ]

Task Items

• [ ] Val
  • [ ] Ask Bonnie about legal consultant, partnership building

Items for next weeks agenda

• [ ]

[jbsteinhardt]

7/1/22 Agenda and Notes

Attendees

• [x] Joanna
• [x] Nick
• [x] Val
• [x] Alba
• [x] Nikita
• [x] Tom
• [x] Yumeng
• [x] Sam

New Meeting Items

• [ ] Val: updates from Bonnie
  • [ ] Excel Sheet: usually when internal testing is done, every item of feedback needs to be converted into an issue on Github and assigned to the relevant place on the Kanban
  • [ ] We still have some issues on Excel that are not yet on Github
  • [ ] MSCoW (?) column is also something we need to work on;
  • [ ] Bonnie suggested that after incorporating "must-have" feedback, we should do another round of internal testing before bringing the product to actual users
  • [ ] Priorities should be geared toward next round of testing (not final launch) - to move us forward
    • [ ] Need to differentiate between what is needed to move forward to testing with users vs things that would be nice, but are not critical now
  • [ ] Pop-ups - Bonnie suggested removing some pop-ups and moving graphics to the page? (Val's notes on this are in the Excel sheet)
  • [ ] Git-hub how-to guide created by Joanna can be used internally, but can't be posted on the Wiki because there is a pre-existing HfLA guide on Kanban
• [ ] FigJam for research brainstorm: screen share preview
  • [ ] Throughout this week, team members can access the FigJam and post our thoughts/questions/goals related to planning for upcoming research/outreach
  • [ ] Everyone should post their comments before next week's meeting (7/8)
  • [ ] We can also look at past research, including: feedback from internal user testing. past research interview guides/questions that were asked, and past outreach documents
  • [ ] Possibly start with outline of research proposal to share with Bonnie to ensure that we have the green light to proceed (we can look at previous outreach proposal as well for a starting point, but need to have a more concrete plan for logistics and how outreach would actually proceed)
  • [ ] We need to be strategic with our outreach - stakeholders are very busy, so we need to make sure to make the most of our time with them and try to keep it as short as possible, no longer than necessary
  • [ ] Need to be clear that we are researchers and are interested only in learning from them about their processes, be clear about privacy and protecting data
• [ ] Library outreach update:
  • [ ] LA Public libraries completely wipe all data after each session, no data is preserved as soon as user logs out of the computer
  • [ ] Tom will attach notes from outreach to the Github issue #62
  • [ ] Alba will call libraries in PA, will also consider contacting public libraries in other states/counties to cross-reference

Recurring items:

• [ ] Researching Public Libraries privacy policies (#62 )
  • [ ] https://www.plpinfo.org/wp-content/uploads/2020/10/PLP_Toolkit_Final-Accessibility-Modified.pdf
  • [ ] https://hrdailyadvisor.blr.com/2015/11/05/how-a-public-library-approaches-computer-security/
• [ ] We are accumulated things that we need clarity on from Bonnie
  • [ ] what would be expected from an organizational partner? is it simply: they gain from our product (in time effectiveness), and in return grant us access to their clients for user research? and then we'll include their name on our website? anything else? (Maybe Yumeng has clarity on this)
  • [ ] the case for a legal advisor -- shall we draw up a list of potential people to ask?
  • [ ] can we do a survey (Google forms) of legal professionals on terminology?
  • [ ] can we recruit from the FB group Clear My Record to make expungement process journey maps to better understand the process from a user's perspective

FYI

• [ ]

Notes from Meeting

• [ ] Past Outreach Guide that could be adapted into a new step-by-step guide for outreach
• [ ] Usability research proposal

Task Items

• [ ]
  • [ ]

Items for next weeks agenda

• [ ]

[Ndoyle118]

7/8/22 Agenda and Notes

Attendees

• [x] Joanna
• [x] Nick
• [x] Val
• [ ] Alba [Can't attend]
• [x] Nikita
• [ ] Tom [Can't attend]
• [ ] Yumeng [Can't attend]
• [x] Sam

New Meeting Items

• [ ] Val: updates from meeting with Bonnie this week and answers to questions
• [ ] Excel sheet still needs to be finished and converted into issues
• [ ] Brainstorming next phases of research FigJam
  • [ ] Review ideas team members have posted during the last week
  • [ ] We can also look at past research, including: feedback from internal user testing. past research interview guides/questions that were asked, and past outreach documents
  • [ ] Possibly start with outline of research proposal to share with Bonnie to ensure that we have the green light to proceed (we can look at previous outreach proposal as well for a starting point, but need to have a more concrete plan for logistics and how outreach would actually proceed)
  • [ ] We need to be strategic with our outreach - stakeholders are very busy, so we need to make sure to make the most of our time with them and try to keep it as short as possible, no longer than necessary
  • [ ] Need to be clear that we are researchers and are interested only in learning from them about their processes, be clear about privacy and protecting data
• [ ] Google form survey on terminology for legal professionals - updates from Sam/Joanna?
• [ ] Library outreach update:
  • [ ] Alba and Tom update on information about statewide/inter-state/or national library policies for protecting data privacy

Recurring items:

• [ ] Researching Public Libraries privacy policies (#62 )
  • [ ] https://www.plpinfo.org/wp-content/uploads/2020/10/PLP_Toolkit_Final-Accessibility-Modified.pdf
  • [ ] https://hrdailyadvisor.blr.com/2015/11/05/how-a-public-library-approaches-computer-security/
• [ ] We are accumulated things that we need clarity on from Bonnie
  • [ ] what would be expected from an organizational partner? is it simply: they gain from our product (in time effectiveness), and in return grant us access to their clients for user research? and then we'll include their name on our website? anything else? (Maybe Yumeng has clarity on this)
  • [ ] the case for a legal advisor -- shall we draw up a list of potential people to ask?
  • [ ] can we do a survey (Google forms) of legal professionals on terminology?
  • [ ] can we recruit from the FB group Clear My Record to make expungement process journey maps to better understand the process from a user's perspective

FYI

• [ ]

Notes from Meeting

• [ ] Past Outreach Guide that could be adapted into a new step-by-step guide for outreach
• [ ] Usability research proposal
• [ ] Val meeting w/ Bonnie:
  • [ ] 1) what would be expected from org partners? B: we need processes; Product (PMs) is responsible with partnership; they have initial meeting and after the relationship is established, then Research can follow-up; but a co-lead can be in that initial meeting;
  • [ ] B: for survey re: terminology, legal advisor, etc, we need to add value to the orgs, e.g., service map; but partnership should be solidified before we start research
  • [ ] B: or another option, for the terminology, that the survey is for a glossary that the legal pros can use (so that creates value for them); or a list of all legal clinics that we create that they can use
  • [ ] the hard no is reaching out without processes
  • [ ] B: legal advisor -- no, because we need to go through the same process; but also there's a youth justice project that is also has HfLA connects, so they might be able to share their advisors; Val is going to their meeting today
  • [ ] B: survey -- is fine but we need to add value
  • [ ] B: recruiting people from FB Group -- she likes the idea, but it's going to be some work because we need to make sure the consent is clear; 1) public-facing page on the Wiki w/ research plan + questions, 2) consent form
• [ ] [see example] (https://github.com/hackforla/internship/wiki)
• [ ] [see another example or resource?] (https://www.mkdocs.org/getting-started/)
  • [ ] B: database; research plan; survey [ ] Survey (Sam) - Google Form + consent form
  • [ ] + links at end to legal clinics
• [ ] FigJam - we'll work on next week
• [ ] Nick + Joanna + Val will meet on Monday
• [ ] Excel - connect with other teams on tasks
• [ ] NO MEETING NEXT WEEK

Task Items

• [ ]
  • [ ]

Items for next weeks agenda

• [ ]

[ValeriyaMetla]

7/22/22 Agenda and Notes

Attendees

• [ ] Joanna
• [ ] Nick
• [ ] Val
• [ ] Alba [Can't attend]
• [ ] Nikita
• [ ] Tom [Can't attend]
• [ ] Yumeng [Can't attend]
• [ ] Sam

Recurring items:

• [ ]

New Meeting Items

• [ ]

FYI

• [ ]

Notes from Meeting

• [ ] Sam updates the team
  • [ ] Must Have - MoScoW exercise
  • [ ] Meeting with Design: Site Map, Landing Page
  • [ ] Research - they made new iteration of landing page, added preview of letter generator. We need user journey, timeline, collab with research. We need quick visual overview - gives them big impression of how much time will take.
  • [ ] Site Map - should be done in the beginning, never happened. Figma has a page called Site Map #584
  • [ ] User Journey - needs to be created, collab b/w teams
  • [ ] Product Roadmap - PMs will be working on it
  • [ ] PM & Team Leads - Planning Week (1st week of every week) meeting, Val will send lettuce meet poll
  • [ ] One representative from the team should come for All Team meetings. Team members can rotate.
  • [ ] Val needs to reach out to Youth Justice and connect Sam and Irene about the glossary

Task Items

• [ ] Tom will work on #431
• [ ] Alba is helping Sam and Irene with the glossary #603 #478
• [ ] Yumeng will work on #445
• [ ] Val 1) connect Sam and Irene with Youth Justice on Slack 2) develop issue on User Journey

Items for next weeks agenda

• [ ] Discuss direction about clarifying terminology
• [ ] FigJam discussion, directions, next steps?
• [ ] Developing workflow for creating all necessary materials for partnership outreach. Tom is working on the guiding document, Yumeng is working on database
  • [ ] Can we talk with development and embed Table in the website, we can use it for partnership building
• [ ] Thinking of the idea of developing materials for public Wiki to use for recruitment and testing with target users

[jbsteinhardt]

7/22/22 Agenda and Notes

Attendees

• [x] Joanna
• [x] Nick
• [x] Val
• [x] Alba
• [x] Nikita
• [x] Tom
• [ ] Yumeng
• [x] Sam

Items

• [ ] Val can catch us on milestones + road map -- what is relevant to Research?
  • [ ] Notes from last week said "We need user journey, timeline, collab with research. We need quick visual overview - gives them big impression of how much time will take." -- what does this mean?
• [ ] Discuss and write Research Goals + Questions based on FigJam brainstorm
  • [ ] Joanna will open a draft of the Research Plan and we can do this in real time
  • [ ] Extrapolate a few interview questions as examples based on the Goals + Questions
• [ ] No Research Meeting next week (Planning Week)
• [ ] Report backs / Status updates:
  • [ ] Tom on #431
  • [ ] Yumeng on #445
  • [ ] Sam on glossary / Youth Justice collab
• [ ] From last week's agenda: "Thinking of the idea of developing materials for public Wiki to use for recruitment and testing with target users" (Not sure whose idea this was -- but whoever wants to discuss it)

Notes from the meeting

• [ ] Follow-up from Val on needs for User Journey Map of users interacting with website AND Expungement Process map
  • [ ] Expungement Process Journey Map - we need a map of the process overall and where EA would fit in the process
    • [ ] This may also be something to put on the website for users
  • [ ] User Journey Map - We also need a map of how a user actually engages with the site
• [ ] Research Outreach Plan https://docs.google.com/document/d/1PRA7xoUfLUxFF4E6MzhGq8AkUafwB7TOnIhhobfS1fw/edit?usp=sharing
• [ ] Interview Questions Draft https://docs.google.com/document/d/1PRA7xoUfLUxFF4E6MzhGq8AkUafwB7TOnIhhobfS1fw/edit?usp=sharing
• [ ] Next week - NO team meeting (8/5); Nick and Joanna will do check-ins on Slack instead
• [ ] Nick and Joanna will follow-up individually to communicate weekly tasks via Slack

[jbsteinhardt]

8/12/22 Agenda and Notes

Attendees

• [ ] Joanna
• [ ] Nick
• [ ] Val
• [ ] Alba
• [ ] Nikita
• [ ] Tom
• [ ] Yumeng
• [ ] Sam

Items

• [ ] Joanna will update on new research plan after conversation with Bonnie
  • [ ] timeline: 2nd round of internal testing => MVP => outreach
  • [ ] short survey for legal professionals (prospecting) -- will review
  • [ ] terminological survey is okay; need to write up a short reasoning, methodology, and step-by-step plan, and the survey, for Bonnie to review
  • [ ] database: Bonnie is definitely thinking within a national framework so we will have to plan for that
    • [ ] the question is, what is the most efficient way to verify which states/counties require letters for expungement/pardon:
      • [ ] contact other Clear My Record CfA brigades?
      • [ ] how can this map be of use? https://ccresourcecenter.org/state-restoration-profiles/50-state-comparisonjudicial-expungement-sealing-and-set-aside-2/
      • [ ] call the DAs in every state? (this seems too time-intensive)
      • [ ] outreach through ABA
  • [ ] Outreach protocol -- let's pause this for now while these other things come together (since we won't be using this for some time in any case)
  • [ ] relationship between outreach & interviews -- this will take shape further down the line (after the survey) but we should figure out what we want / what our strategy will be re: questions so we can negotiate that w/ Bonnie
• [ ] Design wants to collaborate creating a user journey w/ the next round of internal usability testing
• [ ] Go over Research Goals + Questions
• [ ] Report backs / Status updates?

Notes from the meeting

• [ ]

[jbsteinhardt]

8/19/22 Agenda and Notes

Attendees

• [ ] Joanna
• [ ] Val
• [ ] Tom
• [ ] Yumeng
• [ ] Sam

Items

• [ ] Updates:

  • [ ] Nikita added a bunch of stuff to the database
  • [ ] User Journey: Nikita and Yumeng -- Nikita made notes and Yumeng made a flow in Figma from Orange Co.
  • [ ] Outreach protocol: Joanna still needs to edit and finalize; then we'll send to PMs to review
  • [ ] Update on surveys for legal professionals: issues on combining the surveys

• [ ] Next tasks:

  • [ ] We need to update the internal user testing research => Joanna + Nick will check in with Val about this (what needs to be changed from the last IUT plan?)
  • [ ] Public-facing wiki (collab with PMs): we were going to assign this to Tom to begin with
  • [ ] We need to figure out how we're disseminating the survey (collab with PMs); ideas so far:
    • [ ] outreach through ABA
    • [ ] outreach through LinkedIn groups
    • [ ] cold emails using our database (check with Bonnie on this)
    • [ ] => we need to Google orgs and listservs, etc, that serve pro bono lawyers
  • [ ] Nick is going to look into which kind of survey to use and how to embed it in an email (if we can) and other technical details

Notes from the meeting

• [ ]

[jbsteinhardt]

8/26/22 Agenda and Notes

Attendees

• [ ] Joanna
• [ ] Val
• [ ] Sam

Accountability and Support Check

• [ ] Review assignments for each team member
  • [ ] Tom (can't attend meeting) - 1) putting together docs for public wiki; 2) looking over professional orgs that might help up get survey out
  • [ ] Nikita - updating database
  • [ ] Nick (can't attend meeting) - survey at survey apps (qualtrics, survey monkey, etc)
  • [ ]

Recurring items:

• [ ] Survey update
• [ ] Outreach Protocol Draft -- Joanna is currently editing. (Given that our outreach strategy keeps evolving, I don't think it's urgent that we finalize it now, but we can give it to Bonnie to look at. -Joanna)
• [ ] anything else?

New Meeting Items

• [ ] Internal Usability Testing 2 Research Plan: what is changing for the next round? Val might know
• [ ] look up online user groups for user survey (to submit to Bonnie)
• [ ] Figure out technical side of the prospecting survey: which app/platform are we using? how do we set it up?
• [ ] Recruit more members?

FYI

• [ ] next week - no meeting?

Notes from Meeting

• [ ] Recruitment: 1) Val will send messages to Joanna for recruitment
• [ ] Tom - putting documents for public facing Wiki. Also, looking up professional organizations. I asked him to update in the slack.
• [ ] Joanna shares what Bonnie suggested for prospecting. Maybe looking up newsletters, or admin person. CBA, ABA, and other legal professional organizations.
• [ ] Wave 1 - CA, then we re-group
• [ ] Nikita: updating database, added counties.
• [ ] Nick - look up survey apps
• [ ] Yumang - will make Google Form
• [ ] Survey: 1) keeping tidy on Github for issues for survey 2) need consent for survey with justice-impacted individuals. The survey is anonymous. need to assign someone to look up forums we can disseminate it there. Facebook will be a better platform
• [ ] Next meeting with Bonnie - 8/1
• [ ] User Jorney is not

Task Items

• [ ] Nikita - looking up public forums
• [ ] Joanna - finalizing prospectinng survey + protocol for prospecting survey
• [ ] Yumeng - prospecting survey in google form
• [ ] Vyshiali - onboarding
• [ ] Sam - presenting Figma, what changes we made.

Items for next week's agenda

• [ ]

[11/18/21](https://github.com/hackforla/expunge-assist/issues/