Standup guide

Markdown Note Organization Template

Web site detailing the process

Project Structure

All notes are in a single folder, notes, in my OneDrive folder.

  • notes (directory)
    • archive (directory)
  • standup.md (the primary file I work on daily)
  • scratch.md (a staging area for notes on anything that often gets moved to official documentation, project ReadMes, emails, google docs, code, etc, at a later time)
  • okr_q1.md, okr_q2.md, etc. (My quarterly goals and notes reflecting on them at the end of the quarter)
  • random.md various documents in progress, individual documents I use when staging something larger to be shared with the team when more complete.

Notes Templates

# Links

* various links
* sometimes sub link sections

# Goals

### Daily

* daily reminders
* check calendar
* share standup
* etc


### Weekly

* review Asana
* review Jira
* weekly reflection
* etc


### Monthly

* branch cleanup
* AWS usage monitoring
* etc

# Weekly Monday template
see template below, but a template to fill out each Monday

# Current

* current high level
* team goals

# Symbol Key
see template below, a key for notes

# Standup

### Monday, Oct 11th

### Tuesday, Oct 12th

### Wednesday, Oct 13th

### Thursday, Oct 14th

### Friday, Oct 15th


# History
All the previous week's standups get moved here.  Then I start a clean standup.md file each year archiving the previous one.

Goals Section

This section lets me keep a short list of daily, weekly, monthly todos/goals. It is a little reminder for overall pace, focus, and schedule. Often things that are recurring end up with a calendar reminder as well, but this is a quick place to check to make sure I am staying on top of things.

Weekly Monday Template

At the start of each week, share a bit of a week's summary with the team. It's a great way to make sure people are on the same page and remind of anything out of the ordinary like Holidays, ECRs, blackouts, etc. Fill it out each Monday.

It's also a good place to call out birthdays, kudos for something well done, link to a recent post-mortem or anything else that might be worth bringing a little extra attention.

### Weekly Monday Template

Notes for DOCSIS Team about the coming week
* Dev first-responder: <name>
* PM Release Coordinator: <name>
* Out of office / Holidays / Vacation
    * TZ, US, Russia
    * Dev vacays etc...
* Updates:
    * info about a big release or test planned for the week
    * dates and times for brown bags, etc
* Articles:
    * some good Links
    * from recent articles

Current Section

The current section lets me add some higher level goals and keep them just above my weekly standup notes, so I keep them in mind. Current helps make sure my day to day work is building towards some of the larger themes and that daily tasks dont' always push out larger goals.

### Current

- Follow up on Allware teams gathering
- Reschedule web and Android quarterly walkthroughs
- Update system architecture diagrams
- Improve ETL pipeline process

Symbol Key

I like to be able to check things off my list so to speak, these symbols I try to apply to my daily standup todos so I can see the status. Often if something doesn't get a checkmar, it gets copied into the next day, so I can continue to make progress against it.

### Symbol Key

^ : done
@ : progress
~ : continuation from previous day
% : notice, missed, didn't get to it, problems


## Daily Standup Section
Daily Standup, is the workhorse of the system.  The section where I put in what I plan to do for a day, but also adjust it to what I am doing during the day.  At the start of the week, I write down a few of the things I know for the full week.  As the week progresses, there is more and more detail and often my days get fully booked up with work scheduled.

We share our standups in a Slack channel, so I try to share mine at the end of most days or at the end of the week.  I used to share at the start of day, but to often unexpected items end up changing my plans.

Standup

Monday, Oct 11th

  • meetings: Stakeholders, PM Weekly, Squad IPM, Squad Retro, 1:1/Name
  • post weekly software template
  • tickets
    • links to Asana tickets
    • links to Jira tickets
  • permissions fix (this is likely something that came up mid-day)
  • resolve Solr issues (this is likely something that came up mid-day)
  • research X
  • documentation for Y (link to doc)

Tuesday, Oct 12th

  • meetings: Call Center, Another Squad IPM, New Country Launch, Data Team Standup
  • tickets
    • links to Asana tickets
    • links to Jira tickets
  • recruiting followups
  • schedule interviews
  • review large PR (this is likely something that came up mid-day)

Wednesday, Oct 13th

  • etc
  • ... ```

Final Thoughts

The markdown system is fast and flexible. Whenever I need a new section, to quickly organize thoughts, I just create a header and start writing, when the section is no longer useful in the day to day I pull it out.

Sometimes you have a full day planned out, and something blows up, and the entire standup gets updated, that is OK it is quick and easy to roll today's tasks into tomorrow section. The ability to very quickly see an overview and modify it is really where this wins. I can't move 6 tickets in Asana and Jira from one day to another without about 20 clicks, but I can do that in seconds in my Markdown file.

Obviously, this will need to be adjusted to your needs. It has worked very well for me with few changes over the last few years. Previously, I even kept the whole file in an organization public git repo so anyone at the company could see what I was up to. The scratch file became useful to several folks, and I got PRs updating sections, which had become little references for the team. I believe the git tips/ cool Git one-liners sections was one that some mileage. Also, the list of links I had built up to all sorts of resources became useful to others over time. Currently, I keep my notes in a private repo.


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