Coordinator User Stories: A Detailed Workflow

by Marco 46 views

Hey guys! Let's dive into the user stories for the Coordinator role, which are currently a work in progress. This discussion falls under the hackforla and HomeUniteUs categories, so it's super relevant to our community and mission. We need to make sure these stories are crystal clear so we can build the best possible experience for our coordinators. So, let's get started and break this down step-by-step, making it super easy to understand and actionable!

Action Items

Okay, so first things first, let's talk about the action items. These are the tasks we need to tackle to get these user stories finalized and ready to roll. It's like a checklist, ensuring we cover all the bases. We want to make this process as smooth as possible, so let's walk through each item:

Assignee Tasks: Getting Organized

  • Assign Yourself: First up, if you're on this, assign yourself to the issue. It's like raising your hand and saying, "I got this!" This helps everyone know who's responsible and keeps things organized. It’s crucial that we know who’s taking the lead on each task to maintain accountability and momentum.
  • Move the Issue: Next, if you're assigned, move the issue from the Prioritized Backlog to In Progress. This signals that we're actively working on it. It’s like moving a card on a Kanban board, showing progress in real-time. This visual cue helps the team stay informed and aligned.

Product Manager Tasks: Deep Dive and Clarification

The Product Manager plays a pivotal role here, ensuring we’re building the right thing, in the right way. Let's break down what's expected:

  • Conduct Research (if applicable): If needed, do some digging! Research is key to understanding the user's needs and the problem we're trying to solve. This might involve looking at user data, conducting interviews, or analyzing market trends. We want to make data-informed decisions to create a product that truly resonates with our users.
  • Clarify Questions: Got questions? Don't hesitate to ask! Clarity is super important. If anything is unclear, now's the time to get it sorted. This ensures we’re all on the same page and reduces the risk of misinterpretations down the line. The more clarity we have upfront, the smoother the development process will be.
  • Work with PM Team/Lead: Teamwork makes the dream work! Collaborate with the PM team and lead to clarify any questions about the Task/Initiative. This collective brainstorming helps us leverage different perspectives and insights, leading to a more robust and well-rounded solution. Sharing knowledge and ideas is a cornerstone of effective product management.
  • Assign Size & Complexity: Time to estimate the effort! Work with the Product Team Lead to assign the appropriate size & complexity to the task. This helps with planning and prioritization, ensuring we tackle the most impactful tasks first. Accurate sizing and complexity assessments are essential for realistic timelines and resource allocation.
  • Split Issues (if applicable): Is the task too big? Break it down! Determine if the work should be split into multiple issues. Smaller, more manageable tasks are easier to tackle and track. If so, create the new issues and link them or create them as standalone. This decomposition strategy is crucial for effective project management and delivery.

Draft and Review: The Iterative Process

This is where the magic happens! We draft the issue, review it, get feedback, and refine it. It's an iterative process that ensures we're building the best user stories possible. Let’s break this down step-by-step:

  • Change Issue Status to "In Progress": Time to get writing! Once you're ready to draft the issue, change the status to "In Progress." This signals to the team that you're actively working on it.
  • Draft the Issue: Put pen to paper (or fingers to keyboard)! Draft the issue, capturing all the necessary details. Be clear, concise, and focus on the user's perspective. A well-drafted issue serves as a blueprint for the design and development teams.
  • Provide for Review: Once you've drafted the issue, it's time for a fresh pair of eyes. Mark it as ready for review and pass it on to your peers.
  • Change Issue Status to "For Review/Feedback Needed": Let the reviewers know it's their turn! Update the status so everyone knows it’s ready for feedback.
  • Add Label "Ready for: Design Peer Review": Tag it! This helps route the issue to the right reviewers, ensuring it gets the attention it needs. Clear labeling is essential for efficient workflow management.

1st Level/Peer Review: Ensuring Quality

This is where we catch any initial issues and ensure the story is solid. Peer review is a cornerstone of quality assurance, bringing different perspectives to the table.

  • Review: Time to put on your reviewer hat! Review the issue to ensure it captures the objective/goal, provides adequate information to Design and Dev, if applicable. Think critically and provide constructive feedback. The goal is to strengthen the user story and make it as clear and actionable as possible.
  • Provide Comments: Share your thoughts! Add comments in the comment section of the issue and tag the assignee. This direct communication ensures the feedback is received and understood. Specific and actionable feedback is key to improving the user story.
  • Change Issue Status to "Questions/Clarification" and add label "Ready for Product...Persona": If you have questions or need clarification, update the status and label accordingly. This flags the issue for further attention and ensures all questions are addressed before moving forward.

Addressing Feedback and Iterating

Now, it's time to incorporate the feedback and refine the story.

  • Change Issue Status to "In Progress": Back to the drawing board! Revert the status to “In Progress” to signal that you’re addressing the feedback.
  • Review and Resolve Comments: Go through the comments and address them accordingly. This might involve rewriting parts of the story, adding more details, or clarifying ambiguous areas. The goal is to create a user story that is clear, concise, and actionable.
  • Repeat Steps: Keep iterating! Repeat the above steps until all comments are resolved. This iterative process ensures that the user story is as strong as it can be. Continuous improvement is at the heart of agile development.

Final Review: The Product Lead's Perspective

  • Change Issue Status to "For Review/Feedback Needed" and add label "Ready for: Product Lead": Ready for the final boss? Flag the issue for the Product Lead's review.

2nd Final/Product Lead Review: The Last Line of Defense

The Product Lead provides the final stamp of approval, ensuring the user story aligns with the overall product vision.

  • Review and Provide Feedback: The Product Lead reviews the issue and provides any final feedback. This ensures the user story is aligned with the product strategy and overall goals. A fresh perspective at this stage can help identify any remaining gaps or inconsistencies.
  • Add Label "Ready for Product...Persona": The final label! This signifies that the user story is ready for the next stage in the development process.
  • Repeat Steps: Just like before, iterate until all comments are resolved. The Product Lead's feedback is crucial for ensuring the quality and alignment of the user story.

🔗 Related Tickets / Resources

To keep everything connected, here are the related tickets and resources:

  • Epic: [link] - This links to the larger Epic that this user story contributes to, providing context and alignment.
  • Design: [link] - This links to any relevant design documentation, ensuring the user story is visually and functionally sound.
  • Engineering: [link] - This links to any related engineering tasks or discussions, fostering collaboration and communication between teams.

By linking these resources, we create a clear trail of information, making it easier for everyone to understand the context and dependencies of the user story. This interconnectedness promotes transparency and reduces the risk of miscommunication.

Let's work together to make these coordinator user stories the best they can be! Your input is invaluable, so let's keep the conversation flowing and build something amazing!