When to use it
At the start of an engagement and before each research round.
Fields to complete
| Field | Your notes |
|---|---|
| Decision the research should inform | Add known information, your judgment or an open question. |
| Questions and possible explanations | Add known information, your judgment or an open question. |
| People or data to access, and purpose | Add known information, your judgment or an open question. |
| People to include and risks of leaving them out | Add known information, your judgment or an open question. |
| Interview and observation schedule | Add known information, your judgment or an open question. |
| Storage and access arrangements | Add known information, your judgment or an open question. |
| How participants will check the findings | Add known information, your judgment or an open question. |
| Next decision and its owner | Add known information, your judgment or an open question. |
Example entry
Specialist delays may reflect missing knowledge, staffing or unclear escalation. Plan to include day and night shifts and specialists, then compare five delayed events.
From the fictional Beichen case. This shows one way to write an entry; your analysis may lead to a different choice.Check your work
State which findings would change the plan, and tell participants how their notes will be used.