PersonaMeetingInformation

Personas Working Group Meeting Summaries
The following is a summary for the Personas Working Group meetings. Meetings occurrence and logistics may be found at: https://wiki.openstack.org/wiki/PersonaMeetingTimes.

Meeting Summary for 26 November 2014
Note: Meeting times for this meeting is 1:00pm US/EDT (400 UTC). Meetings still happen every other Wednesdays.

Meeting Summary for 12 November 2014
Note: Meeting times for this meeting is 1:00pm US/EDT (400 UTC). Meetings still happen every other Wednesdays.

Attendees
Jeff, Ju

Agenda
Meeting Notes:
 * Mid-cycle meetup possibility in conjunction with Horizon?
 * OpenStack Summit Paris / Kilo Design Summit
 * See https://etherpad.openstack.org/p/kilo-horizon-ux


 * Horizon Blueprint Template: https://blueprints.launchpad.net/horizon/+spec/template
 * Would like to see that it incorporates personas


 * End User Interview Guide (https://docs.google.com/document/d/1eDw0Vjl8o0_kKvGQ26I1Ta6oUIcRg-mz_1i5y6YQgis/edit) -- still needs to be reviewed
 * Enterprise ecosystem and personas (https://wiki.openstack.org/wiki/OpenStack_Personas -- populate as much of the ecosystem and personas as possible even if its assumptions
 * Aminah - TBD Company (Enterprise using OpenStack)
 * Jeff - TBD Medium-Sized IT service provider providing Cloud Services
 * HP (Piet or someone from HP?) - TBD Large Cloud Service Provider and customers
 * Ju - TBD University


 * Can we try to have a session @ the next OpenStack summit, speak to project PTLs to use the personas and especially in Horizon

Meeting Summary for 29 October 2014
Meeting time: Oct 29 2014 1pm US/EDT (400 UTC)

Attendees
Jeff C., Ju L., Aminah N.

Agenda

 * Mid-cycle Horizon+UX meetup in Q1 2015?
 * Add to https://etherpad.openstack.org/p/kilo-horizon-ux
 * Jeff says one of Developers (Cindy Lu, Randy Bertram works closely with Jeff, Doug Fish) confirmed a mid-cycle meetup
 * RTP, NC - IBM or RH can host? Boston/Westford, Austin?


 * Update conference call information in wiki to # above
 * Meetings going forward will use the new conf. call information that's posted in the Etherpad


 * End User Interview Guide (https://docs.google.com/document/d/1eDw0Vjl8o0_kKvGQ26I1Ta6oUIcRg-mz_1i5y6YQgis/edit) -- still needs to be reviewed


 * Enterprise ecosystem and personas (https://wiki.openstack.org/wiki/CNBB_Securities_Comany_Overview) -- still needs more reviewers


 * Suggested roadmap
 * start and see what we can do this year but really kick it off in January 2015 with clear goals, milestones and dates, and clearly identified people to do the work
 * maybe even create assumption personas at set clear expectations regarding assumptions made


 * End-of-year goal (Action Items):
 * populate as much of the ecosystem and personas as possible even if its assumptions
 * List of Ecosystems and Personas: https://wiki.openstack.org/wiki/OpenStack_Personas
 * Aminah - TBD Company (Enterprise using OpenStack)
 * Jeff - TBD Medium-Sized IT service provider providing Cloud Services
 * HP (Piet or someone from HP?) - TBD Large Cloud Service Provider and customers
 * Ju - TBD University


 * Other
 * OpenStack IRC Meeting Listing: https://wiki.openstack.org/wiki/Meetings
 * Aminah will look at the persona screener to see if applicable for end-user interviews

Meeting Summary for 1 October 2014
Note: Meeting times for this meeting is 12:30pm US/EDT (330 UTC). Meetings still happen every other Wednesdays.

Attendees
Aminah, Jeff C., Ju, Thuy, Raghu (HP 10 years, worked on filesystems and virtualization at IBM (2yrs), 1st meeting he's attending, working on HP Cloud, UX, has been working with LizB)

Agenda

 * Please use alternate phone number for today's meeting
 * More Persona interviews


 * Instead of focusing on a role (initial), focus on different ecosystems
 * ecosystems are types of organizations, e.g. companies (different companies that are using OpenStack), sort of a market segmentation
 * within each ecosystem, they will have their own personas
 * relationship between a cloud service provider and customer is different vs. an enterprise


 * Enterprise ecosystem example: https://wiki.openstack.org/wiki/CNBB_Securities_Comany_Overview
 * has different IT systems
 * lack of trust
 * using different cloud solutions
 * conservative
 * experimenting with OpenStack and will not adopt it until they have some level of vendor support, large community of users, a proven solution
 * 5 ecosystems: enterprise who's hesitant to go to openstack, enterprise who has embraced openstack, universities, service providers (e.g. RackSpace), medium size IT service provider -- see https://wiki.openstack.org/wiki/OpenStack_Personas
 * ACTION ITEM: Please review and comment


 * Recruiting
 * Recruit within ecosystem?
 * Concerns: Challenges with recruiting within the ecosystem, service provider ecosystem recruiting will be tough
 * Aminah: We can have access to those actors as she has access, might be phased approach
 * The enterprises that are hesitant to go to openstack probably won't be in the openstack community
 * Interviews to fill this in, mapping people to these personas
 * Interview question and timeframes?
 * End User Interview Guide: https://docs.google.com/document/d/1eDw0Vjl8o0_kKvGQ26I1Ta6oUIcRg-mz_1i5y6YQgis/edit
 * ACTION ITEM: Please review and comment (order, role-specific questions, add questions, etc.)
 * How do we expect developers plan to use them?


 * Next Meeting: Oct 15 2014 1pm US/EDT or 400 UTC or 10:30pm IST

Meeting Summary for 17 September 2014
Note: Meeting times have changed from 4pm US/EDT (700 UTC) to 1pm US/EDT (400 UTC). Meetings still happen every other Wednesdays.

Attendees
Aminah Nailor, Jeff C., Piet K.

Agenda
For access to new user committee group through OpenStack: http://lists.openstack.org/cgi-bin/mailman/listinfo/user-committee


 * Personas inventory:
 * https://wiki.openstack.org/wiki/OpenStack_Personas


 * Persona Interview Script
 * https://docs.google.com/forms/d/1bQFygy9RGCam_Nw9xyrXPSY0TxwIcGALTsuSeir-M5s/viewform

Agenda
 * Jeff to share what he's done so far
 * Proposals on what we should do next:
 * (1) Work on developing personas for self-service users
 * Aminah to look around Wells Fargo for end-users
 * Piet to look around HP


 * (2) Focus on developing one of the "Ecosystems" where there are a lot of OpenStack gaps (companies that haven't adopted OpenStack and Cloud Service Providers -- see https://wiki.openstack.org/wiki/OpenStack_Personas) and connecting this to the OpenStack enterprise efforts.


 * We need an interview guide for end users.


 * Anyone going to Paris Summit? Ju
 * Yes - Ju
 * No - Piet


 * Other Items?

Agenda

 * Jeff to share what he's done so far
 * Proposals on what we should do next:
 * (1) Work on developing personas for self-service users
 * (2) Focus on developing one of the "Ecosystems" where there are a lot of OpenStack gaps (companies that haven't adopted OpenStack and Cloud Service Providers -- see https://wiki.openstack.org/wiki/OpenStack_Personas) and connecting this to the OpenStack enterprise efforts.


 * Anyone going to Paris Summit? Ju
 * Other Items?

Attendees
Jeff Calcaterra, Thuy Duong, Piet Kruithof, Michael Hinnant? Jim Haselmaier?

Agenda

 * Personas formatting proposal -- updated proposal from Jeff:
 * Proposal (on Wiki):https://wiki.openstack.org/wiki/CNBB_Securities_Comany_Overview
 * Feedback should be replied to on the mailing list
 * How do we do version control and protect the persona content? Github?


 * Update Chuck (one of the personas) -- last 2 questions & answers need some work (AI: Ju will look into it)
 * Post additional interview data into GoogleForms -- Ju posted 1, 1 more to post still
 * New Personas to target -- self-service user
 * person who rolls up a service -- PaaS developer? lower priority since Solum is still incubating
 * Chris: a few different levels of end user, current efforts seems users responsible for operating/administering OpenStack, another user that thinks of VMs, Cinder, or Swift and they're potentially developers needing them, and another user who wants the application service
 * Chris: One business wrote their own UI instead of Horizon because of limitations in Horizon


 * How to slice the personas?
 * Anything we'd like to present or talk about for the next Summit (Paris Nov 2014)
 * Product Management working group?
 * http://maffulli.net/2014/07/07/a-forum-for-openstack-related-product-managers/


 * Win the Enterprise effort

Jeff went through the personas on the wiki. I went through the personas mockup (link below).

The consensus was that the wiki is a reasonable way to go even though there are some limitations. However, this was only based on comments from IBM and HP.

The wiki markup is limited and sometimes difficult to wrangle into the designs we have. Thuy did some nice code for the visualizations that doesn't work with the wiki markup, for example. On the plus side, the code can be copied and fairly easily reused for other personas now that we have it as long as everyone is careful of the markup. We also discovered that the wiki automatically does versioning and pages can be rolled back.

We came up with a primitive lifecycle for personas:
 * Provisional Persona is based on direct interview data with a customer. (someone had suggested "hypothetical", but it seems to imply it was just made up vs. unverified).
 * Draft Persona is based on data, but we have not verified the persona with the team (or do we want to review with a real representative of the persona)?
 * Published We published it.

Other discussions:
 * What does it mean to publish it? We could talk to the publications group and develop a similar process.
 * Are we concerned that anyone with an OpenStack ID can change the text? We can probably just wait and see if there are any issues.
 * Do we want to have a review and commit process for changes like code in OpenStack.

Requests for the group:
 * Please review the format and contents
 * If we are OK with this format and you feel comfortable with the wiki code
 * Review the Status and Data source fields and provide your feedback.

To review the persona content or format:


 * Click the "Make a Comment" link at the bottom of each page
 * Click the Edit button near the upper left corner
 * Type any comments you have there and Save it.

Attendees
Piet Kruithof, Ju Lim, Michael Hinnant (HP - UXD Director for Cloud), Chris Richardson (Consulting @ HP on Cloud Initiatives, working on some community initiatives), Jim Haselmaier (independent consultant, ex-HP, working on OpenStack Cloud, consulting on OpenStack and Product Management)

Agenda

 * UX questions -- assets library to represent graphic elements in Horizon and make it widely available (Chris), visual design specs / patterns library for Horizon -- how they should be shared with the community
 * PatternFly: https://www.patternfly.org/ <-- open source pattern library that we might be able to leverage?
 * Horizon Pattern Document: https://docs.google.com/presentation/d/1OKy_oXZQSg8Feo0p6Es7giR6a-w_CK8H03D2R2yAUjs/edit#slide=id.g3637a7faf_1617
 * looking for folks to review and collaborate/contribute


 * Personas formatting proposal -- any feedback yet? Jacki asked if we should do it in a Google Document so it was flexible and accessible to everyone
 * Proposal: http://people.redhat.com/~julim/openstack/OpenStack%20Personas%20proposal-1%2020130529.ppt.
 * Proposal (on Wiki): https://wiki.openstack.org/wiki/Personas-page-prototype AND https://wiki.openstack.org/w/index.php?title=Personas-page-prototype-company
 * Feedback should be replied to on the mailing list
 * How do we do version control and protect the persona content? Github?


 * Update Chuck (one of the personas) -- last 2 questions & answers need some work (AI: Ju will look into it)


 * Post additional interview data into GoogleForms -- Ju and Liz had 2 more interviews that we'll need to post the data (AI: Ju will look into it)


 * New Personas to target -- self-service user
 * person who rolls up a service -- PaaS developer? lower priority since Solum is still incubating
 * Chris: a few different levels of end user, current efforts seems users responsible for operating/administering OpenStack, another user that thinks of VMs, Cinder, or Swift and they're potentially developers needing them, and another user who wants the application service
 * Chris: One business wrote their own UI instead of Horizon because of limitations in Horizon
 * How to slice the personas?


 * Anything we'd like to present or talk about for the next Summit (Paris Nov 2014)


 * Product Management working group?
 * Read more at http://maffulli.net/2014/07/07/a-forum-for-openstack-related-product-managers/
 * Vote at https://review.openstack.org/#/c/105251/
 * Win the Enterprise effort -- see https://etherpad.openstack.org/p/Win-The-Enterprise.

Attendees
Piet Kruithof, Jeff Calcaterra, Kelly Lisai, Sogra Nishath Aminah Nailor,Thuy Duong, Jacki Bauer

Agenda
(1) Welcome new members!
 * Kelly Lisai, Dell?
 * Sogra Nishath, Dell?
 * Aminah Nailor, Wells Fargo

(2) The current asks are as follow:
 * Ask: Everyone to review and provide feedback -- see "personas formatting proposal" that Jeff sent out. See http://people.redhat.com/~julim/openstack/OpenStack%20Personas%20proposal-1%2020130529.ppt.
 * https://wiki.openstack.org/wiki/Personas-page-prototype
 * https://wiki.openstack.org/w/index.php?title=Personas-page-prototype-company

(3) We are going to review the template and provide feedback to Jeff in two weeks. In the meantime, Jeff will keeep plugging along...

(4) Ask: Update Chuck (one of the personas)
 * Need clarfication from Ju and Liz on what should be changed.

(5) Ask: Post additional interview data into GoogleForms -- Ju and Liz had 2 more interviews that we'll need to post the data

(6) Ask: please start thinking about what we want to complete by next summit. Do we want to create personas or refine current ones? Which personas should we target if want to do new ones?

(7) Potential personas to consider: * Application Developers *    Application Operation support *    Infrastructure/layered product developers *    Network Operators *    Testers *    Infrastructure Architects *    Governance, process, Infrastructure Planners - for analysis, metrics, roadmapping, storage and compute planning (8) People willing to do interviews: * Kelly Lisai, *    Sogra Nishath *    Aminah Nailor *    Jeff Calcaterra

Attendees
Jeff, Ju, Jacki

Agenda

 * Short meeting as not enough quorum
 * No one completed previous action items, so the ask is that folks follow-through on their action items for the next meeting.
 * Ask: Everyone to review and provide feedback -- see "personas formatting proposal" that Jeff sent out
 * Ask: Update Chuck (one of the personas)
 * Ask: Post additional interview data into GoogleForms -- Ju and Liz had 2 more interviews that we'll need to post the data

Attendees
Jeff, Thuy, Ju, Liz

Agenda
Meeting Notes
 * At OpenStack Summit (Juno release) in Atlanta, we had 2 talks that discussed Personas -- they were well-received and we had folks asking how to access the personas so they could start using them
 * 2014 #vBrownBag OpenStack Summit Atlanta Ju Lim -- OpenStack Personas (YouTube)
 * User Experience in the OpenStack Community (includes OpenStack Personas talk) -- Liz Blanchard, Ju Lim, Piet Kruithof, Jacki Bauer
 * Jeff and Thuy shared a document that they're working on, which we reviewed together


 * Ask: Everyone to review and provide feedback -- see "personas formatting proposal" that Jeff sent out


 * Ask: Update Chuck (one of the personas)
 * Ask: Post additional interview data into GoogleForms -- Ju and Liz had 2 more interviews that we'll need to post the data

Meeting Summary for 30 April 2014
''Cancelled due to lack of attendance. 2 day persona development meeting occurring in Austin, TX on May 1 & 2, 2014. Read-out will be sent after the 2 days.''

Attendees
Ju, Liz, Piet

Agenda
(1) Team Updates Follow-up on Persona Interviews: Finish 1st round of interviewing by end of 31 March 2014, debrief on April 2, final round of interviews by TBD 1st round or persona interview checkpoint feedback on persona form

Liz Form Feedback: 1) Make Job Title longer   2) Make primary job role field a few paragraphs big. 3) Add box for more details after “which cloud services do you use?”   4) How is this “Your Environment” different from the next question about their office environment?
 * Ju: This is the Infrastructure Environment. Questions is confusing and poorly worded.  This is about what does their infrastructure environment look like, e.g. # data centers, # regions, availability zones, cells, # nodes, # instances, capacity, etc.

feedback

Liz Survey Questions Feedback: 5) I think Years of Experience should be asked right after Title. It will be clear this isn’t meant to be just in their current position since that’s asked later. 6) The responsibilities question really came out when I asked about his primary job role. It was just natural. Should this be closer to this question? 7) Questions about the user under “Your environment” were confusing to ask to a developer. Should there be a qualifying “Do you support users?” type of question before these? +1 - I had a hard time with my interview, as he was a beginning OpenStack developer and didn't understand the questions I was asking.

8) Seemed to capture Key Responsibilities pretty well when asked about role…do we need this additional question about key responsibilities under “your tasks?"

Jacki Other Feedback -I'm OK with the questions overall, since they are flexible and easy to change the order or skip questions that aren't relevant to the person being interviewed. I'm more worried about the people we have to interview. Not many replied to the survey, so it seems like we aren't selecting people based on how good of a candidate they are, but are just taking whatever we can get.

Supporting docs:
 * Streamline Final Questionaire (Template)
 * GoogleForms version (for notes capture and aggregation of anonymized data)

(2) Next rounds / next steps <-- need milestones according to OpenStack Summit deadline Review and create responses Validate personas Finalize personas Publish personas

Attendees
Piet, Liz, Ju, Jacki, Thuy, David Lyle

Agenda
(1) Horizon Usability Testing - prioritization of items to be fixed and next steps?
 * Talk proposed for OpenStack Summit to present Horizon Usability Testing findings (http://summit.openstack.org/cfp/details/32).
 * Prioritized list of findings has been emailed / shared. Soon to be posted onto wiki.
 * Group should come with concrete proposal (e.g. wireframes) on what the fix/improvement is for Summit.

(2) persona screener update - only 18 responses. We'll have around 24-30 people (from persona screener and Horizon usability test screener) to contact for persona interviews

(3) Finalize persona interview questions: https://etherpad.openstack.org/p/personawg-persona-questions Thuy to do some re-organization of the questions.
 * Streamline Final Questionaire (Template)
 * GoogleForms version (for notes capture and aggregation of anonymized data)

(4) Raw notes or persona interview note template / repository?
 * The notes will need to be captured (from everyone in one place) -- use GoogleForms
 * Piet will put a Form together for folks to enter the data - Done

(5) Teams: Melissa & Piet, Ju & Liz, Jeff & Thuy, Jacki & Member of RackSpace Researchers

(4) Ju to send out list of candidates to interview to the 4 teams (before end of this week), who are responsible to contact, schedule and interview the potential persona interview candidates.
 * Finish 1st round of interviewing by end of 31 March 2014, debrief on April 2, final round of interviews by TBD

(5) other topics?

Attendees
Ju, Jeff, Thuy, Liz

Agenda
(1) Pool from persona screener & Horizon usability testing screener
 * Only 7 people responded on the persona screener, and only 2 interested in participating in persona interview, but neither meets our 3-4 targetted users (cloud admin, cloud end user, cloud developer). Still, because they expressed interest, we'll include these 2 in our persona interviews.
 * About ~22-24 from Horizon usability testing screener. Most were cloud admins and some cloud endusers / Paas developers.  No cloud developers.  ASK of each team to reach out to their internal development teams to do 2-3 developer interviews.
 * AI: Need to resend the screener to try and get more responses

(2) persona interviewing next steps
 * We'll have 1-2 person teams (Melissa & Piet, Ju & Liz, Jeff & Thuy, Jacki & ?). Easier to have teams from same company as harder to coordinates schedules across three organizations vs. the team and the persona interview candidate.
 * completion time for persona interviews: 1st week of April 2014?
 * AI: Ju to send out the curated list of potential candidates for the 4 teams -- see below -- contact, schedule and interview the potential persona interview candidates.

(3) finalize questionnaire & template in March 19 2014 meeting

(4) next steps

Attendees
Piet, Liz, Ju, Jenny, Fei, Jacki, Jeff, Thuy, David Lyle, Nick Chase

Agenda
1. Horizon usability testing
 * Rough start but starting to improve
 * Thank to community team members who participated and took notes and contributed observations
 * Debrief early next week
 * Melissa still trying to setup a few more usability sessions
 * Some areas for improvements: create instance workflow has room for improvements
 * Audio not so great - open to new solutions / proposals for how to improve audio
 * Wiki link for the Horizon Usability Testing: https://wiki.openstack.org/wiki/HorizonUsability_Testing

2. Persona Planning Milestones
 * Propose to have 2-3 personas for Summit (Cloud Administrator, Cloud Operator, Cloud End User, Cloud Developer)+1
 * survey / screener
 * Currently in GoogleForms (online survey tool), which is free with no participant limit. See https://docs.google.com/spreadsheet/viewform?fromEmail=true&formkey=dHl2Qi1QVzdDeVNXUEIyR2h3LUttcGc6MA
 * Status: Ready to be sent out
 * Action Item (Jeff): Please update the intro of the survey and email Ju/List by tomorrow, March 6 2014.
 * Action Item / Next Steps: Ju will send out an initial email invite that folks can then forward.


 * interview questions: https://etherpad.openstack.org/p/personawg-persona-questions
 * Who's interested (please write your names here): Ju, Jeff, Thuy, Liz, Jenny, Fei, Jacki, Mellisa Meingast
 * Action Item (everyone) review


 * interview guidelines: https://etherpad.openstack.org/p/personasg-interview-guidelines
 * interview -- Finish interviewing by March 26th?
 * Who's interested (please write your names here): Ju, Jeff, Thuy (note taker), Liz, Jacki, Piet, Mellisa Meingast, Marc Dysart
 * Conduct a small # of interviews and use survey after to validate and gather more datapoints


 * Next Steps
 * Send out persona screener invite tomorrow (after updates to the intro pending Jeff's feedback)
 * Updated intro / invite March 6 2014
 * Screener posted on [|OpenStack Personas Screener].
 * To embed in a blog / website:
 * Loading... ''
 * Meet next week @ same time for 30 minutes and discuss teams we'll have based on the respondents and interview next steps

3. Open Topics None

Attendees
Piet, Ju, Liz Blanchard, Sriram, Jeff, Thuy, Margie Callard, Jeremy Hopkins, David Lyle, Jacki Bauer

Agenda
1. Updates - screener, usability testing
 * Screener setup in Survey Monkey and invite sent of week of Feb 17 2014, there were 53 respondents
 * Horizon Usability Test Screener Etherpad (DRAFT)
 * Horizon Usability Test Screener (Final)
 * Usability Study week of Feb 24 2014
 * Planning to conduct 10-12 tests with 2-4 sessions daily though Friday will be 1-2
 * Participants from all over (different timezones)
 * Melissa running the test using VirtualRoom, streamed via Google Hangout (limit 10 people)
 * Melissa will have VR & GH running at same time
 * Propose to pose questions and/or comments via chat
 * Let them know who will attend ahead of time
 * All observers must actively participant / contribute during and after (analysis)
 * Online document (etherpad, googledocs, multichat) for sharing
 * Schedule? TBD -- Melissa to reach out to folks tomorrow morning and schedule
 * Test is planned for 1 hour
 * Usability Test Plan?


 * Scenario: Spin-up a New Host
 * You've been asked to get a new application up and running in your Cloud. To setup the new application, you will have to create and get a virtual host up and running.  Given the following Horizon credentials, how would you do so?
 * Guidelines on kind of OS type that would help them create the instance.
 * Individual Tasks:
 * -Create a security key pair. (Could be set up optionally before test)?
 * -Create a network. (Could be set up optionally before test)
 * need to add a section for creation of full neutron setup.
 * that basically means:
 * 1. create router
 * 2. attach router to external network
 * 3. create network
 * 4. attach network to router
 * 5. create subnet
 * 6. create sec groups as required (note: if you don't provide a default sec group as we do in PC, then you need to make sure to create a default sec group and add a rule for port 22 to allow ssh access)
 * -Import an image. (Could be optional)
 * -Launch an instance using security key pair X, network Y, and image Z. (Could add in additional requirements such as size or number of instances to launch.)
 * -Confirm that instance was launched successfully.
 * Questions:
 * How often is this task performed?
 * What types of application do you typically put in your cloud?
 * Are these application hosts long running or short-lived?
 * When the host is no longer needed, what do you typically do, e.g. keep it running, retire it, archive it, etc.?


 * Scenario: Make a Point-in-Time Copy of the Host
 * Now that you have your host up and running, assume that you've made some changes on the host and now need to make a point-in-time copy of it, so that you can access it or revert to the point-in-time copy at a later time. What steps would you take to make a point-in-time copy?
 * Individual Tasks:
 * -Either Launch an instance successfully, or identify a running instance in the instance view.
 * -Choose to take a snapshot of that instance.
 * -Confirm that the snapshot was successful.
 * Questions:
 * How often is this task performed?
 * What's your use case for performing this task?
 * How many PiT copies do you typically keep? What do you do with the old PiT copies?


 * Scenario: Launch a New Instance using a Snapshot or Image
 * Using the Point-In-Time Copy of the Host previously made, how would you start up another instance?
 * Individual Tasks:
 * -Choose to either create an instance and boot from a snapshot, or identify a snapshot to create an instance from.
 * -Confirm that the instance was started successfully.
 * Questions:
 * How often is this task performed?
 * What's your use case for performing this task?


 * Scenario: Launch an instance that boots from a specific volume.
 * You want the Host you created to use persistent storage (instead of ephemeral storage) when it starts up and when it's running. What steps would you take to change to enable the host to start up using persistent storage?
 * Individual Tasks:
 * -Create a volume (Could be set up optionally before test)
 * -Launch an instance using Volume X as a boot source.
 * Questions:
 * How often is this task performed?
 * How many people typically perform this task? Specifically, is the storage setup by someone else?


 * Scenario: Understand how many vCPUs are currently in use vs. how much quota is left.
 * You're interested in resource utilization. Where would you go to see this information?
 * Individual Tasks:
 * Questions:
 * How often is this task performed?
 * What does the information tell you?
 * What do you typically look for?
 * Is there anything missing?


 * Qualifying questions - plans for them but don't have them yet
 * Focus on the Self-Service Cloud End User (HP calls this user the "Steve Persona") for the usability testing

2. Persona - screener, next steps
 * There are 2 screeners: usability study, persona
 * We have a strawman for persona (using the usability study) but need more work on it, ask location of the respondent
 * ASK: Smaller working group to review'''
 * Who's interested (please write your names here): Ju, Piet, Liz Blanchard, Jeff
 * Meet next Wed same time as this meeting timeslot
 * OpenStack Persona Screener Etherpad (DRAFT)

3. Persona planning (milestones)
 * Propose to have 2-3 personas for Summit (Cloud Administrator, Cloud Operator, Cloud End User, Cloud Developer)+1
 * survey / screener -- 2 weeks' time, by next meeting (March 5th); need to give survey a week to find candidates
 * interview -- Finish interviewing by March 26th?
 * interview script/questions
 * use survey monkey?
 * ASK: Smaller working group to work on this?
 * Who's interested (please write your names here): Ju, Jeff, Thuy, Liz, Jenny, Fei, Jacki
 * OpenStack Persona Interview Questionaire Etherpad (DRAFT)
 * preliminary review
 * persona development
 * full review
 * persona validation
 * publish/share persona Summit, just before summit or after?

4. Open Topics
 * Vote for our persona session at the summit!
 * https://www.openstack.org/vote-atlanta/Presentation/development-and-application-of-the-openstack-personas

Attendees
Nick Chase, Liz, Piet, Dave Lyle, Fei Guo, Jenny, Jacki, Mellisa

Agenda
1. Updates from last meeting
 * OpenStack Personas Working Group Wiki started by Nick Chase. Thank you Nick Chase!!!+1

2. Confirmation that we will meet every other Wednesday beginning Feb 5 4:00EST (21:00 UTC)
 * Let Piet know if you want to be added to the calendar invite.

3. Summit proposal for Juno Release Summit.
 * Submitted for the Atlanta OpenStack Summit. This should be available to vote for after Feb 14th. Liz will send link when available.


 * Title: Development and Application of the OpenStack Personas


 * Abstract:
 * This session builds on Dave Neary’s previous efforts to develop a set of personas to help the development community align with their users’ needs and tasks.
 * The team will share updates from the newly formed OpenStack Persona Working Group, which is made up of members from over ten global companies. The session will include a review of the methodology used to develop the personas, insights from the user interviews and the personas created from the effort.
 * Finally, the team will provide recommendations and examples for how the community can effectively use the personas during their own planning, design, development, and testing efforts to improve user experience.


 * Q: Does it make sense to propose this in the main track, or in the Developer Summit? More exposure to developers in the dev section. (DN)

4. User roles to focus on initially
 * Cloud Developer: Design, implement, publish and maintain the technical aspects of a service component
 * Cloud Operator: Monitor running systems, and track and initially triage events
 * Cloud Administrator: Responsible for all cloud operational processes in their area of expertise (e.g., Network)
 * Tenant / Domain Administrator: Responsible for administering a customer’s communities and their resources.
 * Cloud Consumer / End User: Request & use resources, depending on aaS offering (IaaS, PaaS, SaaS, etc. user).

5. Next steps
 * Develop screener for the roles
 * Pilot screener with a few people, make any necessary edits
 * Begin developing interview questions
 * Ask about primary tasks, secondary tasks (which tasks are in your core role)
 * Discussion around how to find individuals to interview
 * openstack-operators mailing list? openstack-dev mailing list? G+ groups, linkedin groups, Blogs/newsletters that we run (Not just limited to OpenStack...VMWare, Azure too)

6. Open topics


 * Jared Spool's Persona Building Steps
 * a) Built a cross-functional team including User Experience Designers, Software Testers, Documentation Specialists, Product Managers, Developers. (Done)
 * b) Gave an overview to the team on what Personas are, how they are used, how we will construct them. (Done)
 * c) Broke out into small teams to break down some of the preparation tasks.
 * d) Prepared a screener to run by potential interview candidates.
 * e) Prepared a set of interview questions and reviewed with the entire team.
 * f) Performed a few mock interviews to practice.
 * g) Visited 20 interviewees and asked the same interview questions to all while taking a lot of notes.
 * h) Created a scale of answers for each question and mapped all 20 participants back to scale. (We used colored sticky notes to differentiate between all participants)
 * i) Identified clusters of interviewees responses.
 * j) Created persona writeups based on these clusters keeping the folks that we interviewed in mind.
 * k) Finalized persona designs including a short write up on the persona and included a photo, Key Attributes, and Behavioral Drivers.
 * l) Printed large versions to post around the office, small 5x7 cards on keyrings for the team to keep and reference.

7. Worked on screener (survey)

Attendees
Piet Kruithof, Ju Lim, David Lyle, Nick Chase, Liz Blanchard, Jacki Bauer, Dave Neary, Jenny Mahmoudi, Fei Guo, Birgit Schmidt-Wesche, Jeff Calcaterra

Meeting Summary
Here's a short summary of the last meeting and what was decided:
 * The goal of the Persona Working Group project is to make clear the needs of the people who are consuming OpenStack, so the cummunity understands what the product they're building needs to provide.
 * Initially the focus will be on technically-focused personas in order to ease development and also get community buy-in.
 * Methodology will be based on creating personas using the following video as guidance: http://aycl.uie.com/virtual_seminars/building_personas_in_30_days_or_less; rather than be site-visit focused, it will be more questionnaire focused.
 * Initial "buckets" (categories) that we will focus on are: Operator, User, Developer. These are intentionally broad.
 * Within those buckets will go the roles defined below (lines 68 to 165 in the Etherpad), as agreed by the working group.
 * Once we have roles, we will develop questions and recruit participants.
 * Roles are designed to make sure we haven't missed sub-groups within the buckets, and to facilitate question creation.
 * Decisions will be discussed in meetings but "ratified" on the mailing list, in case people miss the meeting.


 * For meetings, we still are determining when to meet. Current thinking is to meet every 2 weeks and perhaps host the meetings at at alternates times every other meeting so team members that are not in the US will have an easier time to join the meetings.  Here's yet another Doodle to figure out the 2 different meeting times on which to meet:
 * http://doodle.com/t8f7ma8985vgnmry
 * When you vote, please keep in mind, we're trying to come up with 2 different meeting times -- one that accommodates US (most of the team currently) and one that accommodates folks overseas (Europe, Asia, Australia, etc.).


 * we need more folks to reviews the persona roles (lines 68 to 165 in the Etherpad) and comment on which ones you've come across, the titles most commonly associated with the role, and vote on which roles we should work on. Please do so before our next meeting.


 * OpenStack Personas Working Group Useful Links:
 * Mailing List archives: http://lists.openstack.org/pipermail/openstack-personas/
 * Mailing List: openstack-personas at lists.openstack.og
 * IRC: #openstack-ux
 * Etherpad: https://etherpad.openstack.org/p/persona-working-group

Meeting Summary for 18 December 2013
The initial meeting was kicked off on 18 December 2013.

Attendees
Piet Kruithof (HP), Ju Lim (Red Hat), Liz Blanchard (Red Hat), Andreas Jaeger (SUSE), Nermina Miller (Mirantis), Jeff Calcaterra (IBM), David Avila (IBM), David Lyle (HP), Jenny Mahmoudi (Puppet Labs), Terry Bleizeffer (IBM) Unable to attend but would have liked to: Tom Fifield (OpenStack Foundation), John Pruitt (Dell), Dave Neary (Red Hat), Birgit Schmidt-Wesche (IBM), Nick Chase (Mirantis), Fei Guo (Puppet Labs), Thuy Duong (IBM), Jacki Bauer (RackSpace)

Agenda
Intro - meet and greet, expectations Group Organization - follow OpenStack community Attendees & Interests Action Items
 * To be officially recognized as an official program in OpenStack, there is a high hurdle so we'll have to run this as an informal program for now (especially since there is no official UX program). David Lyle (Horizon PTL) happy to lend a hand to help champion it within the Horizon community, e.g. give up a session at Summit. Horizon would be a consumer of these personas.  OpenStack community still does not quite understand UX community and what it means to have UX and still very much code driven.  user-committee exists already and how does UX fit in, as well as personas fit in with that effort.  There is a process to get folks recognized as ATC (Active technical contributor) for folks who don't code (e.g. benefits: voting, free admission to Summit) and David willing to support folks working on this effort as ATCs.  Will need to educate the other groups as to personas since it's still a new concept.  Socializing and adoption will be important.
 * Level of Engagement
 * Nermina Miller (Mirantis) -- wants to do a blog on this effort and try to promote it and observe, understand Russian
 * Liz Blanchard (Red Hat) -- interviews, validation, visual design, could maybe get Julie Pichon to help with interviewing in French, Jarda in Czech, Alvaro in Spanish?
 * Melissa (HP) -- interviews, analysis
 * Piet Kruithof (HP) -- interviews, analysis, project management
 * Ju Lim (Red Hat) -- all, Ju speaks Malay/Indonesian
 * IBM -- wants to be involved in entire process and contribute to each deliverables; still need to figure out who from IBM would be responsible for various deliverables. Thuy (interviews), tasks assignment TBD
 * Fei and Jenny (Puppet Labs) -- 20 hours a month? creating interview plan or plan for creating interviews-, post session analysis, Fei speaks Chinese
 * David Lyle (HP) -- advisory, help initial creation process understanding defacto current personas, review
 * Andreas (SUSE) -- mainly validate and review; speaks German
 * Tom Fifield (OpenStack Foundation) - keeping tabs & documentation team interface
 * Communications -- meeting logistics, when and how
 * Less often would be better
 * For Everyone: Doodle for voting and finding an ideal meeting time: http://www.doodle.com/yiz4xytwmkkn6uh6. Please enter your name and vote for times that work for you for the monthly meeting.
 * Monthly meeting proposed for larger group
 * Subgroups may meet more frequently and have a different rhythm

More Kick-off Meeting Notes

 * User Committee Presentations:
 * Portland Summit (Havana planning) - http://www.openstack.org/summit/portland-2013/session-videos/presentation/openstack-user-committee-update-and-survey-results
 * Hong Kong Summit (Icehouse planning) - http://www.slideshare.net/openstack/openstack-user-survey-october-2013
 * Q. User survey data -- can we get access to the raw anonymized data? How soon?

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