It’s easy to get lost in the details of a project. Every once in a while, it’s important to zoom out and look at the overall project state.
This document describes a process for this.
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Start with Top-Level Research Questions
- Each project should have an
Area:
issue on GitHub that lists the top-level research questions. For example, see this issue - Read through this top-level issue.
- Each project should have an
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Update Research Questions
- Identify any missing research questions from previous discussions.
- Add new sub-issues under the top-level issue for any missing research questions.
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Assess Individual Research Question Issues
- Review each research question issue linked in the top level issue.
- Identify subtasks that have been implemented or completed.
- Close corresponding subtask issues.
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Evaluate Progress and Add New Subtasks
- For each research question:
a. Check if it has any open subtasks
b. If no open subtasks remain, assess whether the research question has been fully answered
c. For questions requiring more work:
- Identify the next step
- Create a new ‘Task:’ issue
- Include the new ‘Task:’ issue within the research question issue
- For each research question:
a. Check if it has any open subtasks
b. If no open subtasks remain, assess whether the research question has been fully answered
c. For questions requiring more work:
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Report Unclear Actions
- If the next action for any research question is not clear, add a comment on the research question issue.
Issue Types
I use five issue types to manage my own work. To the extent that others find this system useful, I also use it as much as possible in collaborations.
- Task: A single action
- Note: A non-actionable piece of information
- Question: A non-actionable question
- Area: An ongoing area of responsibility, with no clear termination condition. May go on indefinitely.
- Proj: A project. Multiple tasks. A scope of work with a termination condition. Done when some objectives have been met.
What about decisions?
A decision is a task or a project depending on how many actions need to be taken. Simple decisions are tasks. Complex decisions are projects.