Conduct DUW usability research sessions

Description

AS A researcher I WANT to conduct research sessions with participants SO THAT we can get feedback on the DUW review flow

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

Before first session

[x] Pilot session(s) conducted and any relevant edits made to conversation guide
[x] 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