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Fundamental document for all research projects since if we do not profile the participant well, the research may have no value. Our client's knowledge about their users is very valuable and we must jointly define the profile and ask them to review the questionnaire to correct any details. Grid of participants → is a table in which we collect the profiles of the participants and their responses to the recruitment questionnaire. Here we can control, together with the client, whether we are covering all the quotas and confirm that the participants meet the criteria. It is key that the client begins to “get to know” the participants with whom we are going to work and can profile them before watching the sessions. Session/test script → although the researchers are mainly responsible for designing the flow and content of the sessions, we usually do a joint review with our clients to confirm that we have covered all the key points, that the time/weight is dedicated to it appropriate to each topic, that we can answer the research questions, that we use the appropriate terminology, etc.
Additionally, we involve the client so that they are more familiar with what the sessions are going to be like and know what to expect from them. Field We understand that many clients do not have the time and/or availability (sometimes the time Brazil Mobile Number List difference does not help) to observe the sessions, but we see a huge difference between the projects in which clients observe the sessions and those that do not. By observing a session, clients can: Listen first-hand to the user and, therefore, trust the report to a greater extent (this is not the opinion of a researcher but rather the retransmission of the customer's voice). Have a more complete vision of the context of use of the product, the test itself and the results. Intervene in the session, if they consider it necessary, to help the moderator redirect the conversation and investigate the topics that seem most relevant to the business.
As researchers, sometimes it is a little difficult to moderate and receive live questions from the client (even when they are all asked together at the end of the session), but it is appreciated that the client is attentive and helps us make the sessions really useful . Take notes and configure your hypotheses (which will later be confirmed or not with the analysis and final report). Make some modifications to the script if necessary. It is not necessary that they observe all the sessions (although it would be ideal), but at least the first two or three interviews or tests. If all the stakeholders who are going to receive the report and/or the people who must then apply the insights can also observe the sessions, it would be a complete success.
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