Team Objective:

1. Status
   colour Red title work 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
         colour Green title completed

         Tactic: PowerPoint at Architecture Forum

      2. Status
         colour Red title work put down

         Tactic: Teams Post in “Week Notes” channel

      3. Status
         colour Red title work put down

         Tactic: Wireframes posted on Fider

   2. Status
      colour Red title work put down

      Strategy: Executive updates (1 per quarter per executive audience) conducted by CPO & PO.

2. Status
   colour Green title completed

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

   1. Status
      colour Green title Completed

      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
      colour Red title Work Put Down

      Strategy: Grant early access to new CHEFS features to “CHEFS Insiders”.

   3. Status
      colour Red title work 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
   colour Red title work 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)

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

   1. Status
      colour Green title completed

      Strategy: Decoupling of Components for improving resilience of CHEFS system integrations

      1. Status
         colour Green title completed

         Tactic: POC Tenant strategy - wireframes (decoupling user management from CHEFS)

      2. Status
         colour Green title Completed

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

2. Status
   colour Blue title in 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 audience “aud” variable in the JWT

   3. Status
      colour Blue title in 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)

Team Objective:

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
      colour Red title work 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
         colour Blue title in progress

         Tactic: Heuristic evaluation to inform the redesign

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

   1. Status
      colour Red title work put down

      Strategy: Controlled experiment - new users are asked to translate a specific PDF file into a CHEFS form:

      1. Status
         colour Blue title in Progress

         with FormsGPT

      2. without FormsGPT

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

      4. without CHEFS HelpBot

   2. Status
      colour Blue title in progress

      Strategy: Ask power users to provide feedback on efficacy of new features.

1. Status
   colour Green title complete

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

   1. Status
      colour Green title complete

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

   2. Status
      colour Red title work 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

2. Status
   colour Red title work put down

   Key Result: Increased 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.

3. Status
   colour Red title work put down

   Key Result: Identify the value of Dev and Test form classes via product telemetry.

4. Status
   colour Red title work 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