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1. Indicate the title of the project.

2. State the research question that will guide the entire exploration process.

3. State the context being observed.

4. Choose the approach, immersive non-intrusive or participatory, with which to carry out the observation. Indicate how the observer will annotate and collect the data acquired (notebook, video, recordings, etc.).

5. Define an ethical line to be followed during the observation and in subsequent steps. Plan any permits or disclosures needed to explore the context anonymously or to interact with it, define who should be asked for permits, who will handle them, and to whom they should be submitted.

6. State the type of interviews aimed at some people chosen for their specificities in relation to the research question and after observing the context. The interviews may be unstructured o semi-structuredIndicate the minimum number of interviews needed, the time to be spent on each, and the tool(s) needed during the interview (notebook, audio and/or video recording tool).

7. Define how the collected data will be sorted, cataloged and archived, and the relevant medium to be used (PC, Drive, file cabinets, etc.).

8. Indicate how you intend to read and analyze the collected data and what results and outputs you intend to obtain at the end of the exploration.

Download the manual for using the instrument.

Inside you will find an introduction, instructions for completing it yourself, some of our practical tips, the template (A3 size) and an example on how to fill it out.
You can also download just the A3 or A1 size template here.