New Study Template Page

The Checklist

• Create wiki page
• Meet to discuss goals, methods, resources, and timing
  • One-off study, or a series?
  • Timing of synthesis/findings/iteration cycles
  • How many sessions per iteration: where will the value be?
  • Participants: Customers or Non-Customers?
    • Persona/Profile attributes sought?
    • Compensation?
    • Waivers necessary?
    • ID tracking?
    • Screener necessary?
• Preparation Communication Train
  • Create & conduct screener survey, if applicable
  • Create Study Spreadsheet to track all participants
  • Secure gift cards or other compensation methods (if applicable)
  • Internal outreach to establish Moderator/Note-taker pairs, and to solicit interest in optional observers
  • Schedule session blocks
  • Initial outreach to prospective Participants
  • GCal invites to Participants, Moderator(s), Note-taker(s), and optional Observer(s)
  • Follow-up Moderator introduction email
• Session Preparation
  • Create wiki page
  • Begin Research Plan
  • Begin Session Outline
  • Begin Discussion Guide
  • Begin Materials Assembly (prototype, cards, etc)
  • Complete Plan & Outline
  • Internal session dry-run
  • Complete Discussion Guide + Template Prototype
  • Per-user, customized/password-protected prototypes generated?
  • Conduct sessions
  • Internal post-mortem synthesis
• Wrapping-Up
  • Complete findings/synthesis synopsis; post to wiki
  • Compose dev/design action-items; share-out where appropriate (as GitHub Issue or in UxD wiki)
  • Post Template Prototype to wiki
  • Post Discussion Guide, Research Plan, Session Outline to wiki
  • Everything above: final artifacts attached here as links?
  • Write/Send thank you notes to Participants
  • Present/debrief findings to team
  • Post findings to Gitter and Forums

Study Materials

• Research Plan
• Discussion Guide
• Online Location (GMeet, Jitsi, Zoom, etc):
• Gift cards? If applicable: what kind, and who's procuring?
• Recording: what kind of recording methods, who's doing, notes?

Participant Recruiting

• Who's owning this task, how is it happening, and where are Participants being pooled from?

Synthesis

• TBD