Develop Challenge Seeking method protocols

Purpose

 Ensure that data collection is appropriately aligned with the research questions and participants.

Responsible Party

Lead Project Strategist, Project Strategist

Interdependencies

• The research questions have been established and gated.

Directions

1. Assess the research questions to determine which are most important to address in Challenge Seeking data collection.
   • Some questions will be more relevant in Solution Seeking (especially those that seek to identify solutions).
   • Some questions are important to consider in data analysis, but do not make sense to ask directly to participants. For example, "How can Organization reconfigure its real estate to provide flexible options that support employees more effectively and efficiently?" It is important to identify what makes employees feel supported, but most participants will not have enough context in their roles to make useful comments about real estate.
     
2. The project scope usually determines the Challenge Seeking methods that the client agreed to. These are most often interviews, surveys, and a usability study.
   • Interviews: Follow the instructions in the Interviews method chapter to draft the interview protocol.
   • Surveys: Follow the Survey Framework to draft the survey protocol.
   • Follow the steps in the Usability chapter to prepare for the usability study.
3. When writing protocols, connect each research question to the data you anticipate collecting. 

Gate: Have a strategist, lead strategist, or the VP of Operations review your protocols.

Resources

Interview and Survey Protocols Template < While not an appropriate template for all projects, this tool walks through the process for creating protocols based on the standard DORIS workplace research protocols.