Difference between revisions of "PersonaMeetingInformation"

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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 19 February 2014

Attendees

TBD

Agenda

TBD

Meeting Summary for 5 February 2014

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)

Meeting Summary for 17 January 2014

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

• 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

Attendees & Interests

• 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

Action Items

• 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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