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More useful work.

# Problem statement and evidence worksheet

Version and date: [version / date]
Owner and review date: [person / date]
Status: [provisional / supported in this context / needs revision]

## Statement
Person and relevant situation: [who / when / context]
Task they need to finish: [goal in their words, not a feature]
Barrier: [specific difficulty]
Consequence: [what happens next, at the strength the evidence supports]
Working sentence: [person + situation + task + barrier + consequence]

## Evidence boundary
Source IDs and dates: [private pointers, not public personal details]
Evidence type: [observation / participant account / assumption]
Experience or version involved: [context]
What the evidence supports: [bounded finding]
What it does not establish: [prevalence / cause / demand / other limits]
Contradictory experiences and missing perspectives: [details]
Possible explanations, kept separate: [assumptions]

## Next learning step
Question that could change the statement: [uncertainty]
Who or what to learn from: [relevant people / existing material]
Method and privacy boundary: [method / access / permission]
Two different possible responses, not commitments: [option A / option B]
Next decision and owner: [decision / person / date]
Revision record: [date / change / reason]

A provisional statement is not a validated need. Keep identifying source material private and use appropriate review for higher-risk work.

# Assumption map and next-test worksheet

Project, version, and date: [name / version / date]
Next commitment this map could change: [specific decision]
Hard-to-reverse part of that commitment: [detail / unknown]
Owner and review date: [person / date]

## Assumption — repeat for each important belief
ID and clear belief: [A01 / one belief]
Category: [person's need / proposed experience / delivery dependency / ongoing care]
What fails or changes if this is false: [consequence]
Relevant evidence and private source IDs: [source / date / context]
Limits, contradictions, and missing perspectives: [details]
Current support: [supported in a stated context / weakly supported / unknown]
Why investigate this before another commitment: [reason, not an invented probability]
Safety, access, and required review: [constraints / reviewer / resolve before testing]

## Next learning step
Question: [specific uncertainty]
Method and why it can answer this question: [interview / observation / operational check / review]
Experience or version: [version]
Decision rule written before the test: [continue / change / stop / investigate conditions]
What this method cannot establish: [limits]
Evidence access and permission boundary: [who sees what / agreed use]

## Review after the learning step
Observed result or account, kept separate from interpretation: [result / source]
Interpretation and alternative explanations: [bounded conclusion]
Status in this context: [supported / contradicted / unresolved]
Next decision, owner, and review trigger: [decision / person / trigger]
Revision record: [date / change / reason]

This worksheet does not calculate risk or verify demand, causation, or impact. Keep identifying information private and obtain appropriate review for higher-risk work.

# Research recruitment brief and coverage worksheet

Project, brief version, and date: [name / version / date]
Research question and next decision: [question / decision]
Method and proposed activity: [interview / observed task / other]
Owner and required review: [person / appropriate review before recruiting]

## Relevant experience
Required recent experience or likely task: [plain criteria / why relevant]
Different contexts to explore: [channels / familiarity / access methods / other task-relevant differences]
Exclusions and reasons: [appropriateness / avoid convenience-only restrictions]
Who this plan may miss: [perspectives / recruitment limitations]

## Invitation and participation arrangements
Approved recruitment channels and permission: [where / owner / permission]
Neutral invitation purpose: [what you want to learn, not praise for a solution]
Activity, expected commitment, and prototype limits: [details]
Contact, questions, declining, and stopping process: [clear arrangements]
Information and consent process: [reviewed material / recording choices / agreed use]
Requested format, communication, or device arrangements: [arrange privately]
Compensation or expense terms, if offered: [process / not conditional on favourable answers]
Minimum screening information needed: [each field / reason]
Access, handling, and retention arrangements: [approved process / owner / review date]

## Recruitment review
Participant code: [private ID, contact details stored separately where practical]
Relevant experience and channel: [bounded context]
Status: [invited / opted in / confirmed / cancelled / no response / other]
Arrangements confirmed: [yes / unresolved action]
Coverage gaps and changed criteria: [gap / revision / reason]

## Reporting boundary
What this group can help investigate: [bounded question]
Who or what it does not represent: [missing perspectives / frequency limits]
Next recruitment decision and owner: [action / person]

This is a planning aid, not a consent form, legal compliance checklist, or safeguarding process. Do not publish completed screening or contact details, and do not treat non-response as an opinion about the idea.

# Usability task script and observation worksheet

Project, version, and date: [name / tested version / date]
Decision this session could change: [specific decision]
Question: [what you need to observe]
Relevant participant experience: [criteria, not identifying details]
Moderator / note-taker: [owners]

## Prepare the boundary
Starting point and device context: [page / device / access method]
Prototype limits and sandbox checks: [unavailable steps / no real submissions]
Participation and recording arrangements: [agreed process / pause or stop option]
Support or format requested: [arrange privately]
Source-record access and review date: [who / date / handling process]

## Task — repeat as needed
Participant-facing scenario: [realistic context and goal, no control labels]
Moderator-only research question: [uncertainty]
Visible endpoint agreed before the session: [what completion would mean]
Assistance or stopping boundary: [when and how to intervene]

## Observation record
Participant code and task ID: [private code / task]
What happened, in sequence: [actions / words / relevant context]
Questions, prompts, or assistance given: [exact intervention / when]
Outcome: [unassisted / assisted / unfinished / chose to stop / prototype blocked / other]
Unexpected result or disagreement: [details]
Interpretation, separate from observation: [candidate explanation]
Alternative explanations and limits: [what is not established]

## Review
Candidate issue and consequence: [finding / source IDs]
Change or operating dependency: [action / owner]
Next observation after the change: [task / version / question]
What remains unknown: [demand / wider frequency / conformance / long-term outcomes]
Decision and review trigger: [proceed / change / investigate / stop]

This is a planning aid, not a consent form, accessibility certification, or proof of demand or impact. Keep completed copies and participant records private.

# Interview synthesis and decision note

Decision this round informs: [one decision]
Research question: [uncertainty]
Round dates and method: [dates / method]
Participants and recruitment limits: [codes / relevant context / missing perspectives]
Experience or version discussed: [experience / version]

## Source-linked observations — repeat as needed
Observation ID: [O01]
Participant code: [P01]
Source pointer: [private note ID or permitted timestamp]
Evidence type: [observed behaviour / participant account / other]
What was said or done: [exact quote or labelled paraphrase]
Prompting, assistance, and context: [details]
Interpretation, kept separate: [tentative meaning]

## Finding — repeat as needed
Finding ID and short statement: [F01 / bounded finding]
Supporting observation IDs: [O01, O02]
Distinct participants represented: [count / context; not market prevalence]
Contradictions and alternative explanations: [details]
Unknowns and missing perspectives: [details]
Why this matters for the task: [consequence]

## Decision
Decision and reason: [investigate / change / retain / stop]
Next test and what it can establish: [bounded test]
Owner and review date: [person / date]
Brief or prototype version: [link / version]
Sharing boundary and retention plan: [who may see what / when to review or remove]

Remove participant identifiers from any public summary. Do not infer population rates, causation, or publication permission from this note.

# One-page project brief

Project name, version, and date: [name / version / date]
Owner: [person responsible]
Decision-maker or reviewer: [person / role]

## Person and problem
Who, in what situation: [specific person and context]
Task they need to complete: [task]
Current difficulty: [problem, not a preselected feature]
Evidence and source links: [dated findings / private source pointers]
Assumptions: [not yet established]
Unknowns that could change the approach: [unknown / owner / check date]

## Complete promise
After this delivery, the person can: [one useful action]
In scope: [minimum complete contents or behaviour]
Out of scope for this version: [explicit exclusions]
Accessibility and assisted alternatives: [needs / formats / gaps to resolve]

## Delivery and care
Available time and resources: [confirmed / unknown]
Dependencies and permissions: [requirements / owner]
Review date: [date]
Readiness checks: [accuracy / functional checks / required review]
Maintenance and correction route: [owner / update trigger / contact]
Privacy and safety boundary: [what is not collected / required review]

## Decision gate
Next decision: [continue / change / stop / investigate]
Evidence needed for that decision: [method and limits]
Separate pilot plan, if needed: [link / version]
Claims this delivery does not establish: [outcomes / prevalence / causation]
Revision record: [date / what changed / reason]

A working brief, not a contract or professional approval. Do not publish private source material or unresolved sensitive details.

# One-page pilot plan

Project and version: [name]
Owner and review date: [person / date]
Decision this pilot will inform: [continue, change, stop, or another specific decision]
One uncertainty: [what we do not know]
Participant situation and recruitment route: [who / how invited]
Complete promise: [what the recipient will receive or be able to do]
Task and scope: [included / explicitly not tested]
Observation method and window: [source / observer / dates]
Completion categories: [independent / assisted / not completed / not observed]
Assistance to record: [what help is allowed and how it will be logged]
Decision rule and rationale: [what would change the next decision, and why]
Protection and permission: [minimum data / voluntary participation / separate publishing permission]
Limits to publish beside the finding: [sample / selection / missing data / timing]
After the pilot: [finding / unresolved question / decision / owner / date]

This is a planning template, not evidence that a result occurred. Do not put identifiable participant information in a public copy.

# Pilot follow-up

## Invitation — adapt before sending
Hi [name], you tried [experience] on [date]. We are learning what happened afterward, including what did not work. Would you be willing to spend [realistic time] telling us what you did next? This is optional, and declining will not affect [access to help/support]. Notes will be used for [purpose] and seen by [people]. This is not a request for a testimonial or permission to publish your story. You can decline or ask questions by [simple method].

## Private evidence note
Participant code: [not a public name]
Experience version and date: [version / date]
Follow-up date and method: [date / conversation or other source]
Original intended next step: [action]
What happened afterward, in the participant's words: [account]
Observation versus self-report: [distinguish sources]
What did not happen, or remained difficult: [detail]
Other influences and alternative explanations: [detail]
Assistance or prompting: [detail]
Unknown or missing information: [detail]
Interpretation, kept separate from the account: [limited conclusion]
Next decision, owner, and date: [decision / person / date]
Publication permission: [separate permission or do not publish]

Keep the original eligible group, invitations, reached participants, responses, and usable observations on separate lines in the overall report. Non-response stays unknown.