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| 1 | +.. _slack-polling-guide: |
| 2 | + |
| 3 | +========================== |
| 4 | +Slack Polling Guide for User Roles |
| 5 | +========================== |
| 6 | + |
| 7 | +This guide explains how to conduct polls in Slack to gather user role information for the |
| 8 | +AboutCode community. |
| 9 | + |
| 10 | +Why Poll in Slack? |
| 11 | +------------------ |
| 12 | + |
| 13 | +Slack polls are an effective way to: |
| 14 | + |
| 15 | +- Engage active community members |
| 16 | +- Gather information from users who are already participating |
| 17 | +- Get quick feedback without requiring formal surveys |
| 18 | +- Build community awareness of user diversity |
| 19 | + |
| 20 | +Preparing Your Poll |
| 21 | +------------------- |
| 22 | + |
| 23 | +Before creating a poll, consider: |
| 24 | + |
| 25 | +1. **Timing**: Post during active hours when most community members are online |
| 26 | +2. **Frequency**: Don't poll too frequently to avoid survey fatigue |
| 27 | +3. **Clarity**: Make questions clear and easy to answer |
| 28 | +4. **Anonymity**: Decide if responses should be anonymous or attributed |
| 29 | + |
| 30 | +Poll Options in Slack |
| 31 | +--------------------- |
| 32 | + |
| 33 | +Slack offers several ways to conduct polls: |
| 34 | + |
| 35 | +**1. Native Slack Polls (Recommended)** |
| 36 | + - Use Slack's built-in poll feature (if available in your workspace) |
| 37 | + - Type `/poll` followed by your question and options |
| 38 | + - Example: ``/poll "What's your primary role?" "Compliance Manager" "Security Engineer" "Developer" "Other"`` |
| 39 | + |
| 40 | +**2. Emoji Reactions** |
| 41 | + - Post a message with multiple options |
| 42 | + - Ask users to react with specific emojis for each option |
| 43 | + - Easy to set up and participate |
| 44 | + |
| 45 | +**3. Thread-based Responses** |
| 46 | + - Post a question and ask users to reply in threads |
| 47 | + - Allows for more detailed responses |
| 48 | + - Good for open-ended questions |
| 49 | + |
| 50 | +**4. Third-party Poll Apps** |
| 51 | + - Use Slack apps like Simple Poll, Polly, or SurveyMonkey |
| 52 | + - More features but requires app installation |
| 53 | + |
| 54 | +Sample Poll Messages |
| 55 | +-------------------- |
| 56 | + |
| 57 | +**Quick Role Identification Poll** |
| 58 | + |
| 59 | +.. code-block:: text |
| 60 | +
|
| 61 | + 👋 Hey #general! We're working on understanding our community better to improve |
| 62 | + documentation and resources. |
| 63 | + |
| 64 | + Quick poll: What best describes your primary role with AboutCode tools? |
| 65 | + |
| 66 | + React with: |
| 67 | + 📋 = Compliance/Legal |
| 68 | + 🔒 = Security/Vulnerability Management |
| 69 | + 💻 = Developer/Engineer |
| 70 | + ⚙️ = DevOps/Operations |
| 71 | + 🎓 = Student/Researcher |
| 72 | + 👔 = Management/Product |
| 73 | + 🤝 = Contributor/Maintainer |
| 74 | + ❓ = Other (reply in thread) |
| 75 | +
|
| 76 | +**Detailed Role Information Request** |
| 77 | + |
| 78 | +.. code-block:: text |
| 79 | +
|
| 80 | + 📊 Community Role Survey |
| 81 | + |
| 82 | + We're building a user roles framework to better serve our community. If you have |
| 83 | + a moment, please share: |
| 84 | + |
| 85 | + 1. Your job title (or "Student" if applicable) |
| 86 | + 2. Are you primarily technical, not-so-technical, or non-technical? |
| 87 | + 3. Are you in a management role or individual contributor? |
| 88 | + 4. Your main interest: License Compliance, Cybersecurity, or both? |
| 89 | + 5. Your experience level: Beginner, Intermediate, Advanced, or Expert? |
| 90 | + |
| 91 | + Reply in this thread or DM me if you prefer. Thanks! 🙏 |
| 92 | +
|
| 93 | +**Multi-Question Poll Using Threads** |
| 94 | + |
| 95 | +.. code-block:: text |
| 96 | +
|
| 97 | + 🎯 AboutCode User Roles - Help Us Understand You! |
| 98 | + |
| 99 | + Please reply to this message with your answers (copy/paste format below): |
| 100 | + |
| 101 | + Role Name: [e.g., "Open Source Compliance Manager"] |
| 102 | + Job Title: [your job title] |
| 103 | + Student/Professional: [one] |
| 104 | + Technical Level: [Technical / Not-so-technical / Non-technical] |
| 105 | + Management/Individual Contributor: [one] |
| 106 | + Interested in License Compliance? [Yes/No] |
| 107 | + Interested in Cybersecurity? [Yes/No] |
| 108 | + Experience Level: [Beginner / Intermediate / Advanced / Expert] |
| 109 | + Other Objectives: [any additional goals] |
| 110 | + |
| 111 | + Thanks for helping us improve! 🚀 |
| 112 | +
|
| 113 | +Best Practices |
| 114 | +-------------- |
| 115 | + |
| 116 | +**Do:** |
| 117 | +- Keep polls short and focused |
| 118 | +- Make participation easy (emoji reactions are quickest) |
| 119 | +- Follow up with results and next steps |
| 120 | +- Thank participants |
| 121 | +- Use clear, simple language |
| 122 | +- Post at times when your community is active |
| 123 | + |
| 124 | +**Don't:** |
| 125 | +- Ask too many questions at once |
| 126 | +- Make polls mandatory |
| 127 | +- Use jargon or technical terms unnecessarily |
| 128 | +- Ignore responses or fail to follow up |
| 129 | +- Poll too frequently |
| 130 | + |
| 131 | +Following Up |
| 132 | +----------- |
| 133 | + |
| 134 | +After collecting responses: |
| 135 | + |
| 136 | +1. **Thank Participants**: Acknowledge those who participated |
| 137 | +2. **Share Results**: Summarize findings (anonymized if appropriate) |
| 138 | +3. **Explain Next Steps**: Tell the community how you'll use the information |
| 139 | +4. **Update Documentation**: Incorporate findings into the user roles framework |
| 140 | +5. **Iterate**: Use feedback to refine future polls |
| 141 | + |
| 142 | +Example Follow-up Message |
| 143 | +------------------------- |
| 144 | + |
| 145 | +.. code-block:: text |
| 146 | +
|
| 147 | + 📊 Thanks to everyone who participated in our user roles poll! |
| 148 | + |
| 149 | + We received responses from: |
| 150 | + - 15 Compliance/Legal professionals |
| 151 | + - 12 Security Engineers |
| 152 | + - 20 Developers |
| 153 | + - 8 DevOps Engineers |
| 154 | + - 5 Students/Researchers |
| 155 | + - 3 Managers |
| 156 | + - 10 Contributors |
| 157 | + |
| 158 | + This helps us understand our community better. We'll be using this information |
| 159 | + to: |
| 160 | + - Create role-specific documentation paths |
| 161 | + - Tailor our getting-started guides |
| 162 | + - Prioritize features that matter most to you |
| 163 | + |
| 164 | + Stay tuned for updates! 🎉 |
| 165 | +
|
| 166 | +Alternative: Using Google Forms or Similar |
| 167 | +------------------------------------------ |
| 168 | + |
| 169 | +If you need more detailed responses, consider: |
| 170 | + |
| 171 | +1. **Google Forms**: Create a form and share the link in Slack |
| 172 | +2. **Typeform**: More interactive but requires account |
| 173 | +3. **SurveyMonkey**: Professional surveys with analysis tools |
| 174 | + |
| 175 | +Then share the form link in #general with a brief explanation. |
| 176 | + |
| 177 | +Example: |
| 178 | + |
| 179 | +.. code-block:: text |
| 180 | +
|
| 181 | + 📋 We're conducting a user roles survey to better understand our community! |
| 182 | + |
| 183 | + Please take 2-3 minutes to fill out this form: |
| 184 | + [link to form] |
| 185 | + |
| 186 | + Your responses help us improve documentation and prioritize features. |
| 187 | + All responses are anonymous unless you choose to share your contact info. |
| 188 | +
|
| 189 | +Tips for Success |
| 190 | +---------------- |
| 191 | + |
| 192 | +1. **Start Small**: Begin with a simple emoji reaction poll |
| 193 | +2. **Be Patient**: Not everyone will respond immediately |
| 194 | +3. **Remind Gently**: A follow-up reminder after 24-48 hours is okay |
| 195 | +4. **Make it Fun**: Use emojis and friendly language |
| 196 | +5. **Show Value**: Explain why their input matters |
| 197 | + |
| 198 | +Remember: The goal is to understand your community, not to collect data for its own sake. |
| 199 | +Use the information to improve the AboutCode experience for everyone! |
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