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Divison & Branch Alignment

Common Components Portfolio Goal:

  • Promote, guide and lead the implementation of the Common Components Vision

Objectives, Key Results, Strategies & Tactics

Status
colourRed
titleNOTE:
No priority is implied or determined at this time - all objectives are considered equally impactful.

RED:

CHEFS Operational Q2 OKRs:

  1. Maintain and Improve Application Stability and Performance
    • Key Results:

    1. Status
      colourBlue
      titleon track
      Consistently Low Critical Bug Count: Maintain the number of critical bugs at or below 5 per quarter.

    2. Status
      colourBlue
      titleon track
      Sustained High Uptime: Maintain application uptime at or above 99.95% each quarter.

    3. Status
      colourBlue
      titleon track
      Ongoing Performance Optimization: Continuously improve application performance, aiming for a 5% improvement in various aspects of the application including testing, maintainability, and upgrades.

  2. Provide Continuous Support to Partner Teams
    • Key Results:

    1. Status
      colourBlue
      titleon track
      Ongoing Partner Support: Maintain resources capacity to collaborate with partners on feature requests and technical/design consultations and establish a baseline to measure future improvements.

    2. Status
      colourBlue
      titleon track
      Up-to-Date Documentation: Continuously update documentation for new features, maintaining a 100% documentation rate each quarter.

    3. Status
      colourGreen
      titlecomplete
      Feature Support: Develop one high value high demand requested feature by users/partners depending on team capacity or enable partners to develop features in a common component approach.

  3. Maintain High Client Satisfaction and Effective Communications
    • Key Results:

    1. Status
      colourBlue
      titleon track
      Consistently High Customer Satisfaction: Achieve and maintain high client/user satisfaction each quarter by dedicating a Client Success Analyst to assist users with questions and issues.

    2. Status
      colourBlue
      titleon track
      Proactive User Communication: Provide bi-weekly updates to users on bug fixes and new features, maintaining a consistent communication cadence each quarter.

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titleObjective 1: Partners support the CHEFS' roadmap and understand how it aligns with theirs.

Team Objective:

Jira Legacy
serverSystem Jira
serverIdd2911bf3-a8c8-34ad-879e-be57beeeb8f3
keyDO-458

  1. Status
    colourRed
    titlework put down
    Key Result: Establish a bi-weekly proactive communication process for change management processes, handling of Support Requests, and planning activities. (To do, doing, and done - at a higher level specific to the product roadmap)

    1. Strategy: Regular communications of product roadmap updates to Partner Teams & CHEFS users via a deck presented/distributed at key meetings throughout the quarter.

      1. Status
        colourGreen
        titlecompleted
        Tactic: PowerPoint at Architecture Forum

      2. Status
        colourRed
        titlework put down
        Tactic: Teams Post in “Week Notes” channel

      3. Status
        colourRed
        titlework put down
        Tactic: Wireframes posted on Fider

    2. Status
      colourRed
      titlework put down
      Strategy: Executive updates (1 per quarter per executive audience) conducted by CPO & PO.

  2. Status
    colourGreen
    titlecompleted
    Key Result: Architectural Forum participation rates increase by 20% in terms of people count attending.

    1. Status
      colourGreen
      titleCompleted
      Strategy: after establishing demand, we find out why, to present a message that will matter to partners, and why we are doing it now.

    2. Status
      colourRed
      titleWork Put Down
      Strategy: Grant early access to new CHEFS features to “CHEFS Insiders”.

    3. Status
      colourRed
      titlework put down
      Strategy: Conduct award ceremony during Forum to recognize a leading partner for their contributions & impact on CHEFS users throughout the quarter. (CHEFS User Impact Awards - “CHUI Awards”).

  3. Status
    colourRed
    titlework put down
    Key Result: Receive monthly feedback from clients that they feel improvements in communications (before and after)

    1. Strategy: Weeknotes of things that others would care about.

      1. Audience 1: Partner Teams and CHEFS users

        1. (Tactic) Deliverable: (example) We have an updated instruction page for the new CHEFS Role that was added (Submission Reviewer, Read-only reviewer role “Submission Approver”, Write permission reviewer role “Submission Reviewer“)

      2. Audience 2: Executive levels that endorse the use of CHEFS for their Ministries

        1. (Tactic) Deliverable: Executive Level messaging, clarifying alignment to the technology strategies of each Ministry

    2. Strategy: Blogging about form design principles

      1. links to how to documents for users of CHEFS (for designers)

      2. links to how this relates to our roadmap (for executive)

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titleObjective 2: Partners support our technology architecture direction

Status
colourGreen
titlecompleted
Team Objective:
Jira Legacy
serverSystem Jira
serverIdd2911bf3-a8c8-34ad-879e-be57beeeb8f3
keyDO-459

  1. Key Result: Ratify a committed roadmap & project plan (including sequencing & dependencies) for critical CHEFS technology architecture components.

    1. Status
      colourGreen
      titlecompleted
      Strategy: Decoupling of Components for improving resilience of CHEFS system integrations

      1. Status
        colourGreen
        titlecompleted
        Tactic: POC Tenant strategy - wireframes (decoupling user management from CHEFS)

      2. Status
        colourGreen
        titleCompleted
        Tactic: POC on the message queue / event streaming to replace the hard coding webhook integration chefs is currently doing

  2. Status
    colourBlue
    titlein progress
    Key Result: Demonstrate value from POCs as measured by documented lessons learned:

    1. Strategy: can manage users and roles outside of CHEFS,

    2. Strategy: CHEFS would trust a token that is not a CHEFS

aud

    1. audience “aud” variable in the JWT

    2. Status
      colourBlue
      titlein progress
      Strategy: can distribute data on a tenant basis through the message queue, only the tenant can read the data. (tenant = the registered app, which displays to the users)

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titleObjective 3: Simplify the user journey for low-complexity form design & management

Team Objective:

Jira Legacy
serverSystem Jira
serverIdd2911bf3-a8c8-34ad-879e-be57beeeb8f3
keyDO-460

  1. Key Result: Effect a measurable reduction in the level of technical knowledge and expertise required by CHEFS users to achieve their project/product goals.

    1. Status
      colourRed
      titlework put down
      Strategy: Remove the required sequence of steps that are not actually necessary for someone to rapidly prototype a new form.

      1. Tactic: switch to a different form builder that skips the settings step and let you edit the label of the component in context. (Other than changing the label, and sometimes not even that, the default form component settings are often all that is needed)

      2. Tactic: Adding default values to all required fields

    2. Strategy: Fix the visibility of system status, user control and freedom to avoid mistaken actions, flexibility and efficiency of use

      1. Status
        colourBlue
        titlein progress
        Tactic: Heuristic evaluation to inform the redesign

  2. Key Result: Collect new user & low-complexity form maintainer effort & satisfaction metrics.

    1. Status
      colourRed
      titlework put down
      Strategy: Controlled experiment - new users are asked to translate a specific PDF file into a CHEFS form:

      1. Status
        colourBlue
        titlein Progress
        with FormsGPT

      2. without FormsGPT

      3. with CHEFS HelpBot (ie. Retrieval Augmented Generation)

      4. without CHEFS HelpBot

    2. Status
      colourBlue
      titlein progress
      Strategy: Ask power users to provide feedback on efficacy of new features.

Expand
titleObjective 4: Enhanced high-complexity forms support

Status
colourGreen
titlecomplete
Team Objective:
Jira Legacy
serverSystem Jira
serverIdd2911bf3-a8c8-34ad-879e-be57beeeb8f3
keyDO-461

  1. Status
    colourGreen
    titlecomplete
    Key Result: Increased adoption and use of CHEFS API & Custom Components as measured by the Form Profile declaration and product telemetry.

    1. Status
      colourGreen
      titlecomplete
      Strategy: Add new custom components (eg. mapping, look for more in FIDER)

    2. Status
      colourRed
      titlework put down
      Strategy: Improved documentation about the API usage

      1. Tactic: update the API spec, make a postman collection,

      2. Tactic: make the API Key creation step great

again

  1. Status
    colourRed
    titlework put down
    Key Result: Increased

take-up

  1. uptake of CHEFS for data and reporting use-cases as measured by the Form Profile declaration and product telemetry.

    1. Strategy: Enhanced API capabilities

    2. Strategy: add logging to see who is using the API

    3. Strategy: easier way to achieve a basic analytics function

    4. Strategy: shutdown/sunset the manual excel export with the 4 templates, in place of the excel power query integration.

  2. Status
    colourRed
    titlework put down
    Key Result: Identify the value of Dev and Test form classes via product telemetry.

  3. Status
    colourRed
    titlework put down
    Key Result: Rebuild CHEFS Teams' in-product (Admin) dashboard metrics (formerly available through Metabase) in order to surface various counts and percentages via product telemetry (usage/utilization/engagement etc)

    1. Strategy: query of component type use

    2. Strategy: query of Javascript usage

    3. Strategy: autocomplete form profile Ministry

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