# Engagement and research plan

At the start of an engagement and before each research round.

## Decision the research should inform

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Questions and possible explanations

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## People or data to access, and purpose

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## People to include and risks of leaving them out

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Interview and observation schedule

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Storage and access arrangements

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## How participants will check the findings

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Next decision and its owner

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Check your work

State which findings would change the plan, and tell participants how their notes will be used.

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