Overview

This issue documents all the research work for laying the foundation of identifying user(s) needs, the problem space, and best practices/approaches to creating the ClimateMatch event.

Action Items @evonhung

• Conduct competitive analyses
• conduct informational interviews with potential partners to identify pain points

• identify potential people to interview to learn about climate pipeline #27
• come up with interview questions
• schedule interviews
• conduct interviews
• identify pain points and analyze interview results

Resources/Instructions

Google Drive Link to come.

Dependency

#20

Overview

Action Items

• identify target presenters to email to let them know
• write text for accepting their presentation and letting them know we will provide the time slot in a further email

Resources/Instructions

Depends on #20

Overview

Find out what funders are in the space of climate investing and what kinds of projects they invest in. More specifically, how this is relevant to our mission of propelling open-source climate software/hardware

Impact investors also invest in non-profits.

Dependency: Issue #43

Action Items

• create list of what type of partnerships we're looking for

• Identify criteria of each partner for funding
• conduct informational interviews with potential partners to identify what type of candidate they want

• finding top organizations for potential partnerships
• putting these into comparative analysis

Resources/Instructions

Competitve Analysis sheet

Organization that gets capital to climate change

Creo Syndicate - Vet investments for family funds

Partner Identification sheet

Dependency

#43

Overview

Conduct informational interviews with organizations in the climate tech funding ecosystems to understand gaps in the funding pipeline.

Action Items

• Create a separate project board called 'UX Interviews' (This board will be used to project-manage informational interviews. Team members can create a new issue for each org they are going to interview & update the status post-interview.
• Create an issue template in the UX interviews board with instructions & a placeholder for the interview script.
• Define timeline for the informational interviews, allocate work amongst team members working on UX interviews
• Analyze findings from the information interviews: Map the types of players in the ecosystem, their role and gaps in the landscape

Resources/Instructions

Sample Issue template

Dependency

#44

Overview

We need to build personas to confirm ongoing path forward.

Action Items

• Review existing research plan to determine if we have included enough question related to persona building
• Define the list of personas we want to create

Resources/Instructions

• Patrick's User Interview

Overview

Create social media accounts for Climate Collabathon.

Action Items

• Twitter
• Instagram
• Facebook

Resources/Instructions

Overview

Who will this product be marketed to and how will they use it?

Action Items

• Identify audience and make issues for the research required
  • Project people who are looking for funds or conferences
    • This is being addressed by #87
  • Funders with whom we can interact
    • This is being addressed by #58
  • Event organizers who are already organizing the events and also for potential organizers
    • We will need a Research plan for connecting with Climate conference organizers

Resources/Instructions

The sheet to refer - Climate Comparative Analysis for conferences
#65
Submit new climate conferences
Issue for Guide to writing research plans - WIP

• Generic form to ask people if they have attended climate conference events - This is not targeted at any specific group

Overview

Recruit new team members needed for the project

Action Items

• Define current team member roles
• Identify new roles needed
• Update new roles needed in the appropriate place in HackforLA documentation-spreadsheet/website
• Post requirements in New Joiners slack channel
• Recruit & onboard new team members

Resources/Instructions

Overview

Update the readme file so it is easy for new people joining to get up to speed

Action Items

• Review the readme file and identify what information is needed and applicable (put notes in comments below)
• Review the project one sheet and identify which of that information belongs in the readme.
• Apply changes to readme.

Resources/Instructions

[Climate Collabathon One Sheet]
Climate Collabathon Repository Readme

Overview

We need to build a team

Action Items

• Review the roles document
• Identify initial list
• Add requirements to current needs doc

Resources/Instructions

General Role Definitions
Project Recruiting Needs

Overview

Wrap up feedback collection and analysis for November Collabathon

Action Items

• Reach out to martin about wrapping up
• Plan for Collabathon interviews
  • Research best practices and resources for user testing
  • Create questions for user interviews (12/2 night)
  • reach out to volunteers (12/2 morning)
  • last interview (12/9)
• Plan for website testing
  • ask martin what feedback from the website he wants (angela)
  • identify core features to be tested
  • Create tasks for user testing
  • reach out to volunteers
  • gather insights
• Synthesize analysis from user interviews and website testing (12/15)

Resources/Instructions

Report Deck Template

Reach out to people in Hack for LA for guidance in conducting user interviews

Overview

We need to recruit contributors for this project on an ongoing basis.

Action Items

• Keep team Recruiting needs up to date throughout life of project.

Resources/Instructions

Project Recruiting Needs

Overview

Create list of funding ecosystem players that we want to interview.

Action Items

• Add list of organization to the database template

Resources/Instructions

Database

Overview

Create scripts for interviewing Hack for LA climate tech projects to understand key pain points, what works & what doesn't work in the process of securing funding.

Action Items

• Create email template for reaching out to projects
• Create interview script
• Go through 'browse projects' on slack finding all climate/environment projects that have ever existed in HackforLA & list them in the resources section in this issue, with the links to those projects
• Connect with Evon for email templates
• Review all the comments below and
  • make a list of anything that does not seem to be addressed by items in the resources and instructions. (e.g. there is a question in the first comment about engagement strategy "How many times do we reach-out before we disengage?" that is not answered in the Research document).
  • if there are answers, pair them together into a FAQ for this issue
• Add BOP Likert scale for level of disclosure
• Go through brigades and find pass climate projects to interview
• Find CFA projects in slack
• Brigade project index: db of projects across the brigade
• Add an excel sheet tracking all the projects I am interviewing for (internal ecosystem), progress, etc...
• Release the dependency on Issue #42 & #11

Resources/Instructions

Research Plan
Research Plan with Bonnie & Sayali's edits
Recruitment Email
Interview Script
FigJam for outlining how the project interview questions can become mixed methods

BOP interview form - test version

BOP Messaging example

Previous climate/environment groups

Issue where we are storing all the climate project we know about #66

Overview

Create a project folder on Google drive where all project documentation will be stored

Action Items

• Create New folder for project & add relevant material from collabathon. (Download collabathon folder & upload the same folder as the Climate Project folder).
• Reach out to following via slack and then email -
  • Andre Oosthuizen
  • Jason Lee
  • Evon Hung
  • Jessica FB
  • Patrick
  • Angela Zhang
  • Steven Ettinger
  • Olivia Chiong
  • Sayali Kotkar
  • María Inés
• Files moved with the help from
  • Andre Oosthuizen
  • Jason Lee
  • Evon Hung
  • Jessica FB
  • Patrick
  • Angela
  • Steven Ettinger - bonnie will reach out when the others are done.
  • Olivia Chiong
  • Sayali Kotkar
  • María Inés

Resources/Instructions

Dependency

Determination that we will be running events

Overview

We need to curate projects that are included in the event so that we can achieve the event's objective.

Action Items

• Identify inclusion criteria
  • project name
  • Bio and social media of project
  • # of people pitching (name, picture, social media handles and bio of each person)

Resources/Instructions

Overview

We need to organize open issues and add the appropriate labels and milestones so that we can easily manage the project by seeing where any specific initiative is at any given time, and who to recruit for, etc.

Action Items

• Add labels
  • size: 1pt (use 1,2,3,5,8,13+)
• prioritize issues for certain milestones
• Make sure that all issues have missing labels if they need them.

Resources/Instructions

https://github.com/hackforla/GreenEarthOS/labels
Civic Tech Example on sizing - https://github.com/civictechindex/CTI-website-frontend/labels?q=size

Should be 0/0

• All the issue with a size or size missing label excluded
• All the issues with role or role missing label excluded
• All the issues with buckets or bucket missing label excluded
• All the issues with Milestone or milestone missing label excluded

count them

• All the issues with the size missing label

• All the issue with the role missing label

• All the issues with the bucket missing label

• All the issues with the milestone missing label

• Issues that have not yet been added to the project board

• Number of issues in the new issue approval column

Overview

Study similar events that are potential competitors to understand their merits, demerits & gaps and use that information to make recommendations yo design the Climate project.

Action Items

• List of similar events
• Spreadsheet capturing key highlights & differentiators of competitor events
• Recommendations for event based on competitive analysis
• Meet with Raquel for data visualization
• Meet with Mark for climate hackathon recommendations

Resources/Instructions

[Climate] Competitive Analysis

Overview

VRMS (Volunteer Relationship Management System) needs to know details of weekly team meetings

Action Items

• Notify VRMS of weekly team meetings once project card issue completed

Resources/Instructions

Dependency

Determination that we will be running events

Overview

Automate content entry for media kits using speaker provided information when speakers confirm that they are able to attend so we can send generated content to speakers ASAP.

Action Items

Product

• Define requirements
• Define an expected behaviour
• Define audience
• Review feasibility with developers

UI/UX

• Deliver wireframe
• Review with product and team
• Deliver final designs

Development

• Build the functionality

Resources/Instructions

Figma plugin for dynamic content using google sheets

Dependency

A planned event

Overview

Create a roadmap for the event that GreenEarthOS would be organizing in the future

Resources

Initial draft of event roadmap

Overview

Create a high-level project roadmap

Resources/Instructions

https://docs.google.com/spreadsheets/d/1pd91cj2dr5nqsKb8t8ryyc-U8Mfokk-P9hlSyEuy0Jk/edit#gid=1831590676

Overview

Write a one-sheet for the Climate Collabathon project including milestones for the next 6 months.

Action Items

• Review Civic Opportunity one-sheet
• Review another project example one-sheet
• Produce First Draft of One-Sheet
• Prepare questions for review with Bonnie
• Add logo from issue #56
• Review with team
• After approval
• make a pdf and upload

Resources/Instructions

Project One Sheet
All Project One Sheets
Civic Opportunity Project One-Sheet

directory where all one sheet pdfs get uploaded and org approval

Dependency

Link to this issue if someone is collecting assets.

Overview

Store assets for later use.

Action Items

Resources/Instructions

Overview

Distribute the information gathered for the lightning talks

Action Items

• Display new copy on website
• Display new copy on wiki
• Publicize form on social media

Resources/Instructions

Dependency

#43 #40

Overview

This automation tool will be used to create customized interview scripts for each organization we want to interview using the base interview script document

Action Items

• Confirm that the pre interview research sheet does not have any formatting issues that would affect automation
• Create a decision tree of what should happen based on typical information contained in the spreadsheet
• Write an expected output sample
• Refine until complete
• Generate automated interview scripts for all organizations

Resources/Instructions

Partner Identification sheet

Overview

Create a digital flyer that can be easily downloaded and shared

Action Items

• instagram post
• instagram flyer
• twitter post

Resources/Instructions

Flyer Spec

Dependency

Identification of required partners

Overview

Identify/Create a standard process that can be automated with our partner org(s)

Action Items

• Establish Partnerships to pursue
• Identify how candidate info will be received by HfLA (Airtable?)
• Automate this process so that we can get continuous talent without manual effort

Resources/Instructions

Overview

Refinement of the landing page and further description of the event. A more granular description of the event and project coaching and eligibility criteria for the project applications.

Action Items

• content
  • elligibility criteria: open source, non-profit, climate projects, must have a clear path for onboarding
  • coaching events (one per week) to get feedback on application for resubmission and projects that haven't submitted
• design
• socials
• application links
• faq

Resources/Instructions

depends on #34

Dependency

When and if we decide to host our own event

Overview

We need to capture different form examples for event production so that we can review them when we get to designing our forms.

Action Items

• Add your form as a comment with details about what it does.

Resources/Instructions

Dependency

Issue #44

Overview

Interview Hack for LA climate or other projects to understand key pain points, what works & what doesn't work in the process of securing funding.

Action Items

• Identify projects to interview
• Conduct user interviews using the interview script
• Create a google sheet template OR Google form to capture learnings
• Capture learnings from all interviews in the template

Resources/Instructions

See #66 for a full list of currently known climate projects

Overview

REPLACE THIS TEXT -Text here that clearly states the purpose of this issue in 2 sentences or less.

Action Items

REPLACE THIS TEXT -If this is the beginning of the task this is most likely something to be researched and documented.

REPLACE THIS TEXT -If the issue has already been researched, and the course of action is clear, this will describe the steps. However, if the steps can be divided into tasks for more than one person, we recommend dividing it up into separate issues, or assigning it as a pair programming task.

Resources/Instructions

REPLACE THIS TEXT -If there is a website which has documentation that helps with this issue provide the link(s) here.

Dependency

This will get worked on once the roadmap and milestones have been published via github

Overview

Establish a consensus on Project OKRs and propose a framework meeting these objectives.

Action Items

• Establish Project Objectives
• Establish Key Results deliverables for each Objective
• Review proposal with team
• Make changes/revisions to the proposal
• Finalize proposal

Resources/Instructions

What are OKRs?
[Climate Collabathon Project OKRs]
[Climate Collabathon Initiatives]
[OKRs from 100 Automations]
[BOP WBs and OKRs]

Dependency

New team member joins

Overview

We need to onboard new team member to our resources so that they can start working on the issue

Action Items

• Ask Product Lead to add you to the google folder, by slacking them your Gmail address.
  • Add your info to roster. You do not need to fill in columns D and J-N.
  • @ mention to the PM when you finish, so they can get you onto GitHub.
• Product manager posts in admin channel asking for you to be added in to Github/GreenEarthOS team

Resources/Instructions

Team Roster

Dependency

hackforla/product-management#56

Overview

We need a project guide for internal and external marketing and communications so that all of our documents are professional and cohesive.

Action Items

• Review the guide and make the communication guide as mentioned below

Resources/Instructions

HackforLA Communication Guide issue

Dependency

Determination that we will be running events

Overview

We need to document the lesson learnt about the open climate collabathon so we can improve management and user experience.

Action Items

• Document improvements needed from last climate collabathon
• Review improvements

Resources/Instructions

Improve Twitter engagement

Notes from the last climate collabathon user research

Hackathon Organizing

• Having a weekly agenda
• Recruiting Design + Marketing
• Having specific collaborators on different distribution channels (Website, Social Media, Email, Content creation)

Social media

• Remaining active on off days
• Retweeting + elevating relevant content
• Being engaged in the large community + offering unique perspectives (commenting, tweeting articles, content, thoughts)
• a good example of this: https://twitter.com/theclimatevote

Website and Wiki Improvements

• Reduce and refine content
• simplify design, archive previous events to wiki or find a better place to house them

Overview

Provide collateral for the Hack for LA website.

Action Items

• Gather Items
  • 600 x 400 logo
    • Alt image text
  • 1500 X 700 hero image
  • Name of project
  • Blurb about project
  • Links (github, slack channel url, Testing Site, Live Site, etc.)
  • Any resources for a Getting Started link (a link to a wiki, readme(s) or both)
  • leadership
    • name
    • role
    • github handle
    • slack member id
  • What you are looking for skills wise
  • Status: Active
• Add project card by editing the name of the project on this issue and releasing dependency hackforla/website#994

Resources/Instructions

See project cards on the hackforla.org website.
Current open issue at Hackforla website hackforla/website#2064

Current open issue on HfLA website hackforla/website#2162

Overview

Dependencies

Action Items

Resources/Instructions

Defining Project Requirements

Overview

Action Items

• Reach out to community orgs first
  • ask them if they know any of the other partners we've identified
• value proposition

Resources/Instructions

Overview

We need to make initial issues and milestones to cover all the proper processes for this project so that we focus on running fast and recruiting.

Action Items

• Reconcile our current issues with the issues from Civic Opportunity initial issue templates. Use this spreadsheet

Resources/Instructions

Product Management Process & Onboarding

Overview

Our landing page should have a brief description of our event and the projects we're looking for.

Action Items

• content: brief description (funding, projects, event)
• design
• three separate interest forms for potential funders, attendees, and project pitchers
• SEO using keywords

Resources/Instructions

Content guidelines:

• we are a climate matchmaking event. We're helping match:
• projects looking for volunteers
• volunteers looking for projects
• funders looking for projects
• projects looking for funders

Dependency

Revisit when Milestones have been created.

Overview

Identify how we will measure and report user traffic.

Action Items

• Research and discuss options

Resources/Instructions

Overview

This database captures key information of the organizations in the climate project funding ecosystem.

Find out what funders are in the space of climate investing and what kinds of projects they invest in. More specifically, how this is relevant to our mission of propelling open-source climate software/hardware.

Action Items

• Create template for partner identification sheet with all fields needed
• Create list of organizations in the climate project funding ecosystem that could be potential partners
• Populate information for each organization through researching their website

Resources/Instructions

Partner Identification sheet

GEOS: Open Source projects - Funder data

#151

Overview

Make new copy for recruitment-related lightning talks on the Collabathon website.

Action Items

• finished copy
  • overview of event
  • schedule breakdown on wiki (#18 for details)
  • links (#20 link to forms, #22 to share)

Resources/Instructions

April 2020 schedule
November 2020 schedule

Overview

Create a wiki using the reference of another project's wiki

Action Items

• Source template/instructions for creating a project wiki
• Update template with project information

Resources/Instructions

Guide to creating a wiki - WIP

Overview

Application form for project teams to give lightning talks during one of our allotted slots for the purpose of recruiting for roles.

Action Items

• build a form for potential lightning talks
  • create form template
  • add questions from #18
• reach out to martin about suggested presenters by 10/25

Resources/Instructions

Google Form Template
Application Form

Overview

Create a name for our project

Action Items

• Make sure domain name (.org, .com) is free
• Make sure name is free on social media
• Create a short write up on how the name was selected for the wiki (methodology)

Resources/Instructions

Video with walkthrough of process

Content posted on slack general channel on 1st feb 2021:
@channel We are still trying to find a name for a new climate project. (our last voting was inconclusive) Please vote: https://app.usabilityhub.com/do/7f3130a93539/b79b

Taken names:

• ClimateMatch
• ClimateConnect

Dependency

• #58

Overview

Create scripts for reaching out to organizations in the climate funding space to conduct informational interviews with them and understand gaps in the funding pipeline.

Action Items

• Create base document for interview script (This document will be used as the base for creating customized interview scripts for different organizations using an automation tool).
• Define & label elements to customize in interview scripts & cross-reference them with labels in the pre-interview research sheet
• Prepare tool (Google Sheets) for automating interview scripts #51
• Create email template for reaching out to organizations
• Release dependency on issue #59

Resources/Instructions

Interview Script
Interview Template

Partner Identification sheet

Funders

https://www.wren.co/

Overview

Set up a once-per-week project coaching session during the project recruiting period to help projects meet eligibility and shortlisting criteria.

Action Items

• set up coaching sessions on zoom
• publicize

Resources/Instructions

Overview

This issue contains the overview of what we need to do to be prepared for the collabathon event

Action Items

• Wording for website
  • overview of what day is (marketing language)
  • schedule
    • 5 waiting
    • 5 intro
    • 5 talk
    • 5 talk
    • 5 talk
    • 5 min of q&a or breakout prep
    • 1 hour breakouts
  • link to apply for one of the spots
  • link to share
  • link to wiki with more info
    • content for wiki
      • schedule
      • confirmed presenters and project overviews
        • slide decks and links (contact info for joining the team)
      • Next steps
        • signup for the newsletter
        • register for the event
        • join discord to continue working with the team you join
    • link to share
• build a form for potential lightning talks
  • email
  • name
  • timezone
  • name of the project
  • project summary
  • names of people presenting with you
  • url of github or other project home
  • time slots (check any that you can do)
    • 9-10:30am
    • 12:00 -1:30pm
    • 3:00-4:30pm
    • 6:00-7:30pm
  • how you heard about the collaboration presentation opportunity
• identify target presenters to email to let them know
• write text for accepting their presentation and letting them know we will provide the time slot in a further email
• speakers kit
  • Empty lightning talk template
  • outside examples of what makes a good lightning talk
  • social media assets for promoting their participation
  • zoom link for day of
  • name of their discord channel
    • person they should reach out to on discord for community management questions
• Deck for Day of

Resources/Instructions

April 2020 schedule
November 2020 schedule
example speakers kit
Google Form Template