Conduct R&S search filters research sessions

[davidmpickett]

Dependencies

This ticket is blocked by:

• Prep for R&S search filters research #19703

This ticket blocks

• Synthesize R&S search filters research & write report #19700

Description

User story

AS A researcher
I WANT to conduct research sessions with participants
SO THAT we can get feedback on [PRODUCT/INITIATIVE]

Guidelines

• Moderator guidelines
  • Research Safety guidelines
• Notetaker guidelines
  • For Veteran-facing research, Perigean can provide a notetaker
  • For Editor-facing research, recruit a member of the product team to take notes
• Observer guidelines

Recruitment Trackers

• Veteran-Facing research should follow Platform guidance on recruitment tracking
  • VA recruitment checker spreadsheet in Google Sheets
• Editor-Facing research should track participants in the [VA.gov CMS UX research base](link TBD from CMS Platform team)

No-shows and rescheduling

• If a participant doesn't show up at the scheduled start time, they should be contacted
  • In Veteran-facing research, the Perigean will contact the participant by phone and email
  • In Editor-facing research, the Moderator should contact the participant through email or Microsoft Teams
• If the participant hasn't shown up within 15 minutes of the start, consider it a no-show
  • See if the participant can reschedule for a different available slot
  • If unable to reschedule, mark them officially as a no-show in the recruitment tracker
• Keep the PM and Sitewide UX Lead in the loop about no-shows in case additional sessions need to be scheduled

Acceptance Criteria

Before first session

• Pilot session(s) conducted and any relevant edits made to conversation guide
• Moderator(s), Notetaker(s), & Observer(s) reviewed guidelines for their role(s)

After every session

• Observers and Notetakers shared their notes with Research Lead
• Researcher debriefed (i.e., into note-taking spreadsheet/Mural)
• Session recording and transcript downloaded from Zoom
• Notes taken by observers have been reviewed by Research Lead
• (for Veteran-facing research) Session is checked off as completed or no-show in Recruitment Request ticket

After ALL sessions

• Have enough research sessions to satisfy recruitment criteria or Sitewide UX Lead/PO
• All notes stored in the research folder on github
  • Notes documents for cancelled/no-show sessions have been deleted

For Veteran-facing research ONLY:

• Final participant list downloaded from Perigean
• Display name of Perigean Zoom account changed back to what it was
• Recruitment tracker updated with participant demographics
  • For no-show participants, data entered as "N"'s