Combine three interview templates (guide, debrief, checklist) into a single template

[claireb-gsa]

The current resources all have feedback, and are fractured into multiple pieces. They are difficult to navigate individually and out of context.

All three documents have notes from design crit.

A single reference document to use when conducting an interview is a useful tool - combining parts of the checklist, scripting/questions, and debrief.

An example of how this was done for RRB project - [starting place] RRB Stakeholder Interviews - Interview checklist and guide

links to HTML and Gdoc - From the UX Guide Resources page

Interviews
Interview checklist. (18F only,Google Doc interview checklist).
A checklist for planning and conducting in-depth interviews.

Interview guide. (18F only,Google Doc interview guide).
An example guide for moderating in-depth interviews with users.

Interview debrief guide. (18F only,Interview debrief guide).
An example guide for teams leading a post-interview debrief.

Design crit reviews

• Interview checklist - design crit review
• Interview debrief guide template - design crit review
• Interview guide [template] - design crit review
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[claireb-gsa]

A side note - we should define what a "guide" is. there is a lot of mixing between the URL, page title, and links: https://docs.google.com/document/d/14x8tVDQvpZhyKAIN04fiKhfO2Fpjv1kurWZoBJA0D5I/edit#heading=h.bdsn7edp77y9

[alia-salim]

Hey @claireb-gsa! Coming back to this: here's one (rough!) suggestion for what it might look like to consolidate these three templates.

I haven't tracked changes or added rationale for edits, but in general: I'm thinking of this as a document that's practical to refer to while actually conducting an interview --- as opposed to the guide pages themselves, which would be the place for context and detailed explanations.

With that in mind, my suggestion is to strip the document of all but essential instructions, consolidate very general advice into one section, and limit the checklists to concrete tasks (so: "Confirm participant agreement"--yes; "Demonstrate genuine curiosity", no.)

This draft could easily be 25% shorter/tighter (and if I were using it myself I'd prefer it that way) --- but wanted to see what you think of the general direction first. Happy to meet and talk through it (or table this if it feels like the wrong time); let me know what makes sense to you!

[claireb-gsa]

@alia-salim Thanks for sharing this! I think the template looks waaaayyy better.

Given the shifting plates on the UX guide I wouldn't necessarily recommend we implement it on the UX guide. But it would be an excellent addition to the resource library for internal use!

What would you think about doing that? Re-edit the doc assuming it'll be an internal resource, then submit it to the library?

Later on we can revisit what it would mean for the guide.

[alia-salim]

@claireb-gsa That makes sense! I'll clean up the draft and check it against your new content guidelines before submitting to the library.

[claireb-gsa]

amazing. And thank you for letting it be double duty as a test for the process!

…

On Tue, Jul 9, 2024 at 5:37 PM alia-salim ***@***.***> wrote: @claireb-gsa <https://github.com/claireb-gsa> That makes sense! I'll clean up the draft and check it against your new content guidelines <https://docs.google.com/document/d/1frW4GOxeFhazVosJ86R0YKDZa3Fn11jicKjtXtjkJKI/edit#heading=h.7fuaibbvlwbb> before submitting to the library. — Reply to this email directly, view it on GitHub <#603 (comment)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/A4WW5ZHC6RL3SOBIXYQVPG3ZLRJZZAVCNFSM6AAAAABJK5XJQCVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDEMJYG43TGMBRG4> . You are receiving this because you were mentioned.Message ID: ***@***.***>

[claireb-gsa]

@alia-salim I did a review pass (tracking notes on this doc and tracked changes in the doc itself. There are a few questions/changes that need your review!

Once we get to a clean copy of the doc, I'll do the cleanup steps (removing the submitted tag and adding metadata)

There is a follow-on step to post on Slack that the resource is available. I'm happy to do it (it will tag you) or if you'd rather do it directly, that's great!

[alia-salim]

Got it, @claireb-gsa -- I've incorporated your edits and this is ready for you again. It'd be great if you could do the Slack step. Thanks!

[claireb-gsa]

published and shared! moving to done.