1 of 16

Research Day Out!

Team Onboarding

Blessy Tom Joseph

2 of 16

Whoa!

Our ‘ Research Day Out ’ is finally here!!�

Are you excited??

3 of 16

01

Table of contents

02

03

04

05

06

07

08

09

10

About�‘Research Day Out’

The Value of�‘Research Day Out’

Team Organization

Pre-Research Day

Guidelines

Research-Day

Logistics

Moderation �Guidelines

Note-taking�Guidelines

Session Structure

Post-Session

Tasks

Best Practices�& General Tips

4 of 16

About ‘Research Day Out’

Listen

Observe

Document

Our ‘ Research day Out ’ is all about learning about our users’ experience, first-hand.

�This is going to make a huge difference in what we understand about our users. Let’s make the most of it. How?

5 of 16

The value of

‘Research Day Out’

VISION

�

�To transform team members from passive observers into active empathizers — to change perspectives, challenge assumptions, encourage new dialogues, and ignite empathy across the team.

6 of 16

Team Organization

Designer

�Screen participants�Observe

Take Notes

Ask questions at the end of the session

Researcher

Screen participants�Lead the moderation

PM

2

3

1

Screen participants�Observe

Take Notes

Ask questions at the end of the session

Here’s how the roles are divided across members of each team. We will split into 4 such teams!

7 of 16

Pre-Research Day Guidelines

Understand the objectives

Understand the tasks

Understand you role

Review Note-taking Guide

Review the testing set-up

Get familiar with the test objectives and the specific areas to be tested.

Be clear on your role during the session (e.g., note-taker) and how you will collaborate with the lead researcher.

Review the note-taking format and ensure that you’re comfortable using it.

�Be aware of the test day schedule, logistics, and session flow. Familiarize yourself with the kiosk setup

�Go over the predefined user tasks to understand what participants will be doing during the session.

8 of 16

Research-Day Logistics

Date

< Your date here>

Time

< Your time here>

Location

< Your location here>

Duration/session

Our recommendation: <20 mins.

Breaks

< Your break schedules here>

Equipments

< List of your recording devices here>

9 of 16

Research-Day Logistics

Participant Management

Screen the participants using the screening questionnaire
If qualified, guide the participant to the test kiosk area.
A team member other than the lead researcher has to take the responsibility.
In case multiple users show up at the same time/if a session is in progress, lead them to the waiting area.
Direct them to the test kiosk table set up when the previous session is completed.

10 of 16

Moderation Guidelines

Establish Rapport

Stay Neutral

Take Consent

Test The Flow First

Encourage Think-aloud

Keep it Consistent

Start each session with friendly intros and clear instructions.

�keep questions for later, to ensure that the users are exploring the funnel exactly how they would do it naturally.

Prompt users to articulate their thoughts without influencing them.

Follow the testing script but allow flexibility if necessary.

Ensure that users explicitly agree to any form of recording (audio/video). Sessions can be recorded on google meet and a secondary phone.

11 of 16

Note-Taking Guidelines

Record Key-Moments

Capture Usability Issues

Observe Behavior

Use Templates

Focus on interactions, facial expressions, and confusion points.

Make sure to use the standardized note-taking templates for consistency.

�Record pain points, task successes and failures.

�Note timestamps or take photos of significant user interactions.

12 of 16

Session Structure

Consistent Flow

Time Management

Observe & Document

�

Ensure all teams test the same scenarios and follow the same tasks to ensure comparable results.

��

�Each session should stay within the time limit of 20 mins., with buffer for flexibility.

��Observe & document the sessions moderated by the lead researchers and ask any questions you may at the end of the sessions.

13 of 16

Post-Session Tasks

Organize & Compile

Notes

Connect with the

Researcher

Reflect on Learnings

& Improvements

Organize the notes in the standardized note-taking templates. Share the digital copy with the researcher.

�Connect with the researcher to discuss key moments and observations.

�Reflect on what you have learnt new and ways to improve next time.

14 of 16

Best Practices & General Tips

Manage time effectively

Avoid Interrupting the participant

Be Respectful

Take consent before recording anything

Thank the participant for their time

15 of 16

Appendix

Discussion Guide One-Pager

Note-Taking Template

16 of 16

All The Best!

Let’s make this

‘ Research Day Out’

a hit!