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HUU: PM Agenda and Meeting Minutes #692

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sanya301 opened this issue May 14, 2024 · 22 comments
Open

HUU: PM Agenda and Meeting Minutes #692

sanya301 opened this issue May 14, 2024 · 22 comments
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Complexity: Small Issue has detailed instructions to resolve and the task is simple. Feature: Administrative Administrative chores, etc... Feature: Agenda points: 1 Can be done in 4-6 hours Role: PM
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@sanya301
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sanya301 commented May 14, 2024

Overview

This issue tracks the agenda for the PM meetings for the HomeUniteUS project

Resources

Add a link to each comment below (each one being an agenda and meeting minutes

Minutes Template

# 2024-05-15 PM Agenda and Minutes 

## Prework
- [ ] label audit #354

## Roll Call

- [ ] Ariel
- [ ] Jasika
- [ ] Lola
- [ ] Sanya

## Recurring items: 
 - [ ] review any issues that are in the [new issue approval column](https://github.com/orgs/hackforla/projects/62/views/1?filterQuery=new+issue+approval)
 - [ ] Accountability and Support Check
    - [ ] Review assignments for each PM
       - [ ] [Ariel](https://github.com/hackforla/HomeUniteUs/issues/assigned/lasryariel)
       - [ ] [Jasika](https://github.com/hackforla/HomeUniteUs/issues/assigned/jasika-ai)
       - [ ] [Lola](https://github.com/hackforla/HomeUniteUs/issues/assigned/lola3736)
       - [ ] [Sanya](https://github.com/hackforla/HomeUniteUs/issues/assigned/sanya301)
- [ ] finish adding labels to the issue that are still missing them (see audit links above)

## New Items and Items from Previous Meeting

## Actions taken or notes about stuff from the meeting:

## New Task Items
@sanya301 sanya301 added this to the x- Continuous milestone May 14, 2024
@sanya301 sanya301 self-assigned this May 14, 2024
@sanya301
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Placeholder for prior agendas

@sanya301
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sanya301 commented May 17, 2024

2024 05 09 PM Meeting Notes

Agenda:

Next steps:

@sanya301
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sanya301 commented May 17, 2024

2024-05-16 PM Agenda and Minutes

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya

Recurring items proposal for future meetings:

  • review any issues that are in the new issue approval column
  • Accountability and Support Check
  • finish adding labels to the issue that are still missing them (see audit links above)

New Items and Items from Previous Meeting

Actions taken or notes about stuff from the meeting:

New Task Items

@lasryariel
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lasryariel commented May 24, 2024

2024-05-23 PM Agenda and Minutes

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya

Recurring items proposal for future meetings:

  • review any issues that are in the new issue approval column
  • Accountability and Support Check
  • finish adding labels to the issue that are still missing them (see audit links above)

New Items and Items from Previous Meeting

Actions taken or notes about stuff from the meeting:

New Task Items

@lasryariel
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lasryariel commented May 29, 2024

2024-05-30 PM Agenda and Minutes

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya

Recurring items proposal for future meetings:

New Items and Items from Previous Meeting

Actions taken or notes about stuff from the meeting:

New Task Items

@sanya301
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sanya301 commented Jun 7, 2024

2024-06-06 PM Agenda and Minutes

Prework

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya (left early)

Recurring items:

  • review any issues that are in the new issue approval column
  • Accountability and Support Check
  • finish adding labels to the issue that are still missing them (see audit links above)

New Items and Items from Previous Meeting

  • Discussed project board cleanup
  • Discussed better collaboration with Engineering

Actions taken or notes about stuff from the meeting:

New Task Items

@sanya301
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sanya301 commented Jun 12, 2024

2024-06-13 PM Agenda and Minutes

Prework

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya

Recurring items:

  • review any issues that are in the new issue approval column
  • Accountability and Support Check
  • finish adding labels to the issue that are still missing them (see audit links above)

New Items and Items from Previous Meeting

  • Filter user story review: @lasryariel update filter user story to define name filter requirements if any, and use cases for search bar
  • Host dashboard review
  • Coordinator epic review?

Actions taken or notes about stuff from the meeting:

New Task Items

  • Coordinator epic (user journey) needs to be updated and presented to the design team. Define by end of this section, coordinator needs to do this
  • Create a listing for a user researcher?

@lasryariel lasryariel added the points: 1 Can be done in 4-6 hours label Jun 19, 2024
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sanya301 commented Jun 21, 2024

2024-06-20 PM Agenda and Minutes

Prework

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya

Recurring items:

  • review any issues that are in the new issue approval column
  • Accountability and Support Check
  • finish adding labels to the issue that are still missing them (see audit links above)

Actions taken or notes about stuff from the meeting:

New Task Items

  • Filter user story review: @lasryariel update filter user story to define name filter requirements if any, and use cases for search bar
  • Host dashboard review
  • Coordinator epic (user journey) needs to be updated and presented to the design team. Define by end of this section, coordinator needs to do this
  • Create a listing for a user researcher?

@lasryariel
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lasryariel commented Jun 28, 2024

2024-06-27 PM Agenda and Minutes

Prework

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya

Recurring items:

  • review any issues that are in the new issue approval column
  • Accountability and Support Check
    • Review assignments for each PM
      • Ariel
      • Jasika
        • Make sure all stories are labeled "Ready for ..." or be In Progress
        • Double check that any matching questions in the open questions google doc have been accounted for
      • Lola
      • Sanya

Actions taken or notes about stuff from the meeting:

  • Create a listing for a user researcher?
    • Ariel: Another Designer and Back End dev are needed too. Is that PM responsibility?
      • Discussed role posting responsibilities
        • historically Sanya has posted roles, not sure what the official policy for hackforla is (could confirm with Bonnie)
        • We do need work documented as issues before we post a role, so at least for research role we need Ed to work through what they will be doing and create issues.
  • Discuss Background Checks requirement for each persona
    • For MVP background check in HUU or Guest/Host is just informing them that the background check will happen (already implemented)/has been completed
    • For Coordinator they will just have the ability to confirm that the background check was completed successfully or not

New Task Items

  • Filter user story review: @lasryariel update filter user story to define name filter requirements if any, and use cases for search bar
    • Ariel: Done, needs review.
  • Coordinator epic (user journey) needs to be updated and presented to the design team. Define by end of this section, coordinator needs to do this
    • Ariel: Done, needs review
  • Host dashboard review
  • For next meeting (8/1) we can work on setting up August goals as a team, prepping for the Tuesday lead meeting to get feedback from Ed/Tyler
  • Cancel the meetings for July so they aren't on everyone's calendar? - Sanya will do this
  • Ariel: would it be helpful if we hid comments as we went for the recurring threads? Scrolling all the way down is a pain, and it's easy to accidentally edit the wrong one, and they can still be unhidden when needed. - Ariel will do this
  • Check in before we come back with break to make sure roles were created before onboarding

@github-project-automation github-project-automation bot moved this to New Issue Approval in P: HUU: Project Board Aug 2, 2024
@sanya301 sanya301 moved this from New Issue Approval to Recurring Items in P: HUU: Project Board Aug 7, 2024
@lola3736
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lola3736 commented Aug 8, 2024

2024-08-08 PM Agenda and Minutes

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya
  • Gaberiella
  • Teja
  • Essence

Team Introduction

  • New team members
  • Onboarding
  • Proposal to change team meeting to 6pm

Prework

Project Board Cleanup:

Recurring Items (7)

Ice Box (5)

Review / Feedback Needed (10)

New / Issue Approval (15)

Prioritized Backlog (2)

In Progress (8)

UAT (1)

Legacy Tickets (20)

Actions taken or notes about stuff from the meeting:

  • New team members requested overview of project tools
    • GitHub
    • Figma
  • Team to decide on persona to work on:
    • Coordinator
    • Guest
    • Host

New Task Items

@lola3736 lola3736 assigned lola3736 and unassigned sanya301 Aug 15, 2024
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lola3736 commented Aug 23, 2024

2024-08-22 PM Agenda and Minutes

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya
  • Gaberiella
  • Teja
  • Jasmine

Recurring Items

Workflow Review - Status

Persona Breakout Session

Section 2: Application and Onboarding Process
  • Coordinator
  • Guest
  • Host

Miscellaneous

  • Persona Assignment
  • Coordinator
    • Ariel (PM lead)
    • Gaberiella (PM)
  • Guest
    • Jasika (PM Lead)
    • Teja (PM)
  • Host
    • Jasmine (PM Lead)
    • Teja (PM)

@lola3736 lola3736 added the Complexity: Small Issue has detailed instructions to resolve and the task is simple. label Aug 27, 2024
@lola3736
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lola3736 commented Sep 13, 2024

2024-09-12 PM Agenda and Minutes

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya
  • Gaberiella
  • Teja
  • Jasmine

Recurring Items

Project Board Cleanup - Weekly label and board check

Workflow Review - Status

Persona Breakout Session

Section 2: Application and Onboarding Process
  • Coordinator
  • Guest
  • Host

Miscellaneous

@lola3736
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lola3736 commented Sep 26, 2024

2024-09-26 PM Agenda and Notes

Recurring Items

Persona Breakout Session

  • Coordinator
  • Guest
  • Host

Summary Meeting Notes


Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya (Advisory)
  • Gaberiella
  • Teja
  • Jasmine

@lola3736
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lola3736 commented Oct 3, 2024

2024-10-03 PM Agenda and Notes

Recurring Items

Persona Breakout Session

  • Coordinator
  • Guest
  • Host

Summary Meeting Notes

  • Admin Coordinator
    • Focus will be on ensuring MVP features for Coordinator persona have been implemented
    • Once complete, include applicable features for admin role
  • Team to update their goals for October

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya (Advisory)
  • Gaberiella
  • Teja
  • Jasmine

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lola3736 commented Oct 11, 2024

2024-10-10 PM Agenda and Notes

Recurring Items

Persona Breakout Session

  • Coordinator
  • Guest
  • Host

Summary Meeting Notes

Project timeline tracking and coordinate ongoing work across teams.

Key Takeaways

  • Implementing a new approach to track project timelines using GitHub milestones and issues
  • Teams will focus on completing current work before collectively deciding on next priorities
  • Design work for features will be tracked separately by PMs to streamline process, currently this is performed for Coordinator persona
  • PM CoP meeting on October 11; teams should update issue HUU - Project Update (PM CoP) #800 with project status
    Topics

Timeline Tracking Implementation

  • Decided to use GitHub milestones and issues to track project timelines
  • Each role (PM, Design, Dev) will have separate issues with start/end dates
  • Milestones will encompass related issues for a feature or work package
  • Team will start with high-level tracking and adjust granularity as needed

Current Work Status

  • Coordinator team has completed feature list documentation
  • Design team working on wireframes and user flows for current stories
  • Some delays due to team member illness and relocation
Next Steps Planning
  • After completing current work, team will collectively review and decide on next priorities
  • Will assess completion of account creation phase before moving to next section
  • Plan to involve dev team in prioritization discussions for efficiency

Project Documentation

  • Need to add features and PRD documentation to project setup or ongoing milestones
  • Design team to incorporate their tasks (wireframes, user flows) into existing milestones
    Research Meeting
  • Scheduled for next Wednesday at 4:30 PM Pacific Time
  • Jasmine, Ariel and Jasika added to the meeting invite

Next Steps

  • Ariel to update GitHub with new timeline tracking approach for coordinator work
  • Team members to estimate completion dates for current work
  • Update issue HUU - Project Update (PM CoP) #800 with latest project status for COP meeting
  • Attend COP meeting tomorrow to potentially discuss project updates
  • Schedule team discussion to review account creation progress and plan next priorities
    Action Items
  • Follow up with Tejas on feature prioritization work, determine timeline for completion - Jasmine Guraya
  • Finalize setup of GitHub project tracking for current work - add milestones, issues with dates for PM stories, design work
    Ariel Lasry
  • Update issue HUU - Project Update (PM CoP) #800 for COP meeting - note no change from last week due to Priyanka's illnessm - Gabriella Dominic

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya (Advisory)
  • Gaberiella
  • Teja
  • Jasmine

@lola3736
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lola3736 commented Oct 17, 2024

2024-10-17 PM Agenda and Notes

Recurring Items

Persona Breakout Session

  • Coordinator
  • Guest
  • Host

Summary Meeting Notes

Status

  • Action item from PM CoP
  • Action from 2024-10-10 meeting
    • Ariel to update GitHub with new timeline tracking approach for coordinator work
    • Team members to estimate completion dates for current work
    • Schedule team discussion to review account creation progress and plan next priorities
      Action Items
    • Follow up with Tejas on feature prioritization work, determine timeline for completion - Jasmine Guraya
    • Finalize setup of GitHub project tracking for current work - add milestones, issues with dates for PM stories, design work
      Ariel Lasry

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya (Advisory)
  • Gabriella
  • Teja
  • Jasmine

@lola3736
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lola3736 commented Oct 25, 2024

2024-10-24 PM Agenda and Notes

Recurring Items

  • Project Board Cleanup - Weekly label and board check
  • Section 2 - Intake Profile & Onboarding Process
    • Sub-flow 2a: Host Intake Profile Proces
    • Sub-flow 2a: Host Intake Profile - Initial Review & Verification
    • Sub-flow 2b: Guest Intake Profile - Review & Verification
    • Sub-flow 2b: Guest Profile: Completion Process
    • Sub-flow 2e: Host In-Person Verification & Training
    • Sub-flow 2ei: Host / Coordinator Interview
    • Sub-flow 2eii: Home Inspection
    • Sub-flow 2eiii: Host Training Session
    • Sub-flow 2f: Host Profile Review & Completion Process
    • Sub-flow 2f: Host Application - Final Review & Verification
    • Sub-flow 2g: Guest In-Person Verification & Training
    • Sub-flow 2gi: Guest Coordinator Interview
    • Sub-flow 2gii: Guest Training Session
    • Coordinator Dashboard
    • Status of Features Documentation
    • October Goals
    • Product CoP Meeting - update status
    • Round Table - Team update and question

Persona Breakout Session

  • Coordinator
  • Guest
  • Host

Summary Meeting Notes

###Meeting Purpose

  • Discuss project progress, prioritize features, and align on next steps for the Home Unite Us project.

Key Takeaways

  • Focus shifting to building workflow features in Section 2 of the project plan
  • Team to discuss strategy for writing user stories and collaborating with design team
  • Need to refine feature documentation and prepare for stakeholder review
  • Aim to create a Product Requirements Document (PRD) to align team on project goals

Topics

  • Project Progress and Next Steps
    • Account creation (Section 1) is completed and demo-ready
    • Focus now on Section 2 features for both coordinator and host workflows
    • Team to decide on approach: write all stories first or iterate with design team
    • Goal: Create a pipeline of completed stories while working with design concurrently
    • Need to establish rough timelines for story writing and design process
  • Feature Documentation Review
  • Team to update feature list with clear, specific feature names (e.g., "calendaring", "notifications")
  • Jasmine to confirm completion of documentation
  • Document to be shared with design and dev teams for review next week
  • Bonnie (stakeholder) to provide feedback on features
  • Project Achievements and Reporting
    • Difficulty identifying public-facing achievements due to project's long timeline
    • Considering highlighting first demo to stakeholders as an achievement
    • Team to update product status before next meeting if time allows
  • Process Improvement Discussions
    • Gabriella suggested capping design feedback rounds to 2-3 to improve efficiency
    • Lola emphasized flexibility in feature prioritization for MVP vs. future iterations
    • Discussed importance of documenting all feature ideas, even if not implemented immediately
  • Product Requirements Document (PRD)
    • Lola working on creating a PRD to align team on project goals and north star
    • PRD will help new team members quickly understand project context
    • Aiming to complete PRD in the next couple of weeks

Next Steps

  • Team leads to discuss strategy for user story writing and design collaboration
  • Update feature documentation with specific feature names and descriptions
  • Prepare for Bonnie's review of wireframes next week
  • Continue working on next set of user stories
  • Lola to progress on creating the Product Requirements Document (PRD)
  • Team to update project status before next meeting (if time allows)
  • Prepare for accomplishments review in tomorrow's meeting

Status

  • Action from 2024-10-10 meeting
    • Team members to estimate completion dates for current work
    • Schedule team discussion to review account creation progress and plan next priorities
      Action Items
    • Follow up with Tejas on feature prioritization work, determine timeline for completion - Jasmine Guraya
    • Finalize setup of GitHub project tracking for current work - add milestones, issues with dates for PM stories, design work
      Ariel Lasry

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya (Advisory)
  • Gabriella
  • Teja
  • Jasmine

@lola3736
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lola3736 commented Oct 31, 2024

2024-10-31 PM Agenda and Notes

Recurring Items

Summary Meeting Minutes

Meeting Purpose

  • Working session to review and update project tasks, discuss timelines, and plan for team growth.

Key Takeaways

  • Team aims to complete the project by June 2024, with a focus on streamlining processes and increasing development capacity
  • Current focus is on finalizing designs for coordinator, host, and guest interfaces
  • Plan to recruit 4-6 new developers in January, prioritizing skilled individuals who can work independently
  • Need to balance bringing in junior developers with experienced ones to maintain productivity

Topics

Task Review and Updates

  • Reviewed and updated several GitHub issues, moving items between backlogs and in-progress states
  • Discussed the need to clean up labels, particularly "ready for product review"
  • Identified issues with merging pull requests, particularly for the engineering handoff template

Design Progress

  • Coordinator design is progressing well, with wireframes nearly complete
  • Host and guest designs have approved high-fidelity mockups, now working on wireframes
  • Bonnie (stakeholder) has made decisions on design direction, pushing for faster progress

Timeline and Delivery Goals

  • Aiming for project completion by June 2024, latest September 2024
  • Plan to present to stakeholders in August 2024
  • Acknowledged the need for faster progress and streamlined decision-making

Team Growth and Onboarding

  • Discussed bringing in 4-6 new developers in January
  • Emphasized the importance of quality over quantity in new hires
  • Suggested a 1:1 ratio of junior to experienced developers for effective mentoring

Process Improvements

  • Discussed need for smaller, more frequent reviews with Bonnie to speed up feedback cycles
  • Agreed to be more accepting of Bonnie's feedback to move faster, with plans to refine later

Community of Practice

  • Briefly discussed marketing aspects, decided to wait for Bonnie's review of current materials

Next Steps

  • Ariel to work with Tyler on planning for January developer onboarding
  • Team to focus on completing current design work, particularly wireframes for host and guest interfaces
  • Lola to continue working on PRD and documentation behind the scenes
  • Attempt to integrate Fathom for note-taking in PM CoP meetings
  • Team to prepare for increased pace and streamlined processes starting in January
  • Jasika to provide status and confirm if label "ready for product" is still applicable Section 3 | Host Public Profile (which will be visible to Guest) #617
  • Jasmine to provide status, this issue is in the ice box, confirm if label "ready for product" is applicable - [ ] Host Registration - Remove role selection screen, signup is only for host #779
  • Lola to share draft Feature List with Design and Dev team for feedback

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya (Advisory)
  • Gabriella
  • Teja
  • Jasmine

@jasika-ai
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jasika-ai commented Nov 8, 2024

#617 is a Guest Persona story. I was under the impression @sm10949 or @jasmineg95 are working on it. If not, let me know. I am happy to take it

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lola3736 commented Nov 8, 2024

2024-11-08 PM Agenda and Notes

Recurring Items

Summary Meeting Minutes

Meeting Purpose

  • Review project board status and discuss engineering updates for Home Unite Us (HUU) project.

Key Takeaways

  • Project board needs cleanup; many draft issues require review and updating
  • Engineering team moved test website to qa.homeunite.us; some sign-up functionality still needs fixing
  • Eric from engineering will join coordinator team breakouts to contribute to design process
  • Research team awaiting requests for validation studies from product team

Topics

Project Board Review
  • Went through draft issues to understand current status and assign ownership
  • Many old issues need updating or closing (e.g., host application form, glossary of terms)
  • Some duplication found (e.g., intake profile vs. application form) - need to consolidate
  • Team to review draft issues before Thursday's call to discuss and update statuses
Engineering Updates
  • Test website moved from dev.homeunite.us to qa.homeunite.us
  • Google sign-in and account creation still being fixed on new site
  • Eric (engineer) will join coordinator team breakouts on Tuesdays to contribute to design process
  • Current focus is on completing backend transfer; minimal visible changes for now
Research Requests
  • Research team has preliminary workings but needs more input
  • Team members encouraged to fill out questionnaire with research requests
  • Jasika plans to submit a validation request
Labeling and Organization
  • Discussed proper use of "draft" label and when to remove it
  • Identified need to standardize terminology (e.g., intake form vs. application form)
  • Plan to review project board, check team status and clean up labels on Thursday's call
Next Steps
  • Ariel to review engineering-related draft issues and update statuses
  • Team to review draft issues before Thursday's call
  • Jessica and others to submit research requests via questionnaire
  • Continue project board cleanup and label standardization
  • Follow up on fixing sign-up functionality on qa.homeunite.us

Action Items

  • Update host signature story, move to appropriate board section - Jasika Kalra
  • Review/update engineering draft issues on project board - Ariel Lasry

Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya (Advisory)
  • Gabriella
  • Teja
  • Jasmine

@lola3736
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lola3736 commented Nov 15, 2024

2024-11-14 PM Agenda and Notes


Roll Call

  • Ariel
  • Jasika
  • Lola
  • Sanya (Advisory)
  • Gabriella
  • Teja
  • Jasmine

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Labels
Complexity: Small Issue has detailed instructions to resolve and the task is simple. Feature: Administrative Administrative chores, etc... Feature: Agenda points: 1 Can be done in 4-6 hours Role: PM
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Status: Recurring Items
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