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Resources

We’ve collected the following templates, presentations, checklists, etc. as starting points — feel free to contribute to this guide via GitHub and help us keep this list up-to-date!

As indicated below, some of these resources are available only to staff of GSA (General Services Administration) or TTS (Technology Transformation Services).

Research

Research plan. ( 18F only, Google Doc research Plan).
Prompts for planning research. Pairs well with our research planning article.

Research alignment workshop. ( 18F only, Google Doc Research alignment workshop).
A workshop template for publicizing team questions and prioritizing research themes, setting you up to create a research plan that drives maximum value for your team.

Usability test quality heuristics. ( 18F only, Google Docs usability test quality heuristics).
A list of indicators to help you and your team determine if your usability test will produce useful results.

18F’s Design Research is covered by GSA's Privacy Act Statement for Design Research.

Privacy Act Notice Example. ( 18F only, Privacy Act Notice Example).
Example of a statement to include in your participant agreement.
Please note: you should run substantial customizations by your supervisor, GSA’s Privacy Office, and GSA’s Office of General Counsel.

Design research participant agreement. Design research participant agreement in Spanish.
Example agreement for people participating in moderated design research.
Note: You can customize this template, but it must include a Privacy Act statement. If the interview is with a Federal employee, or otherwise will not include compensation, the agreement must also include an Anti-deficiency Act clause.

Looking for PRA (Paperwork Reduction Act) information? See the UX Guide Legal 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.

Usability test script. An example guide for moderating usability tests with users.

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

Findings presentation

18F only, Research findings presentation template A starting point for sharing what you learned during a path analysis or discovery sprint. ( 18F only, Report template 1, 18F only, Report template 2)

Email templates

Stakeholder introduces researcher. ( 18F only, Google Doc: Stakeholder introduces researcher).
An email for stakeholders to introduce and legitimize 18F design researchers to their staff.

Researcher introduces themselves to a participant. ( 18F only, Google Doc: Researcher introduces themselves to a participant).
An email for introducing yourself to potential participants (for example, people who responded to your invitation to participate in the research) and finding a good time for them to participate in a moderated research session.

Researcher sends agreement to participant. ( 18F only, Google Doc: Researcher sends agreement to participant).
An email asking participants to review and sign a participant agreement before they participate in moderated research.

Design

Collaboration

Designers at 18F should work together with other designers or people in our Acquisition, Product Management and Engineering Chapters. Read their pages in the TTS/18F Handbook for more information.

18F/TTS staff can also participate in local communities of practice in by joining (18F/TTS access only):

Requesting help

If you’re in need of a particular skill — help with a presentation or design deliverable; writing and content strategy; or development tasks — 18F staff may be able to provide support. You can request assistance from 18F colleagues for help on non-billable and billable projects in the 18F only, #18f-help-wanted channel. Each discipline is represented at any time in the channel.

The only limitation is that tasks must typically take fewer than 8 hours of work a week, over no more than 3 weeks, for the person providing the assistance.

Presenting the work

We most commonly share our work via presentations. These presentations can vary widely based on the audience. Here are a few presentation-building tips:

Tools

General

Guides

Presentations

Additional reading

18F User Experience Design Guide

An official website of the GSA’s Technology Transformation Services

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