Research

Field Research To Direction

This workshop guides teams from field observations to insights. It uses contextual research, experience mapping, and analysis. Participants conduct research, document user journeys, and find improvements using the Rose, Thorn, Bud framework. This workshop connects research to strategy.

Facilitation Script
Duration
8 days
Group Size
6-12
Category
Research
Format
In-person

  • Master contextual inquiry techniques for gathering insights.

  • Create experience diagrams showing user journeys and pain points.

  • Apply evaluative frameworks to identify what's working and what's not.

  • Transform field research data into design directions.

  • Build skills in observational research and analysis.

Teams will gain a better understanding of user needs, behaviors, and pain points. They will also document and prioritize research insights. Finally, teams will create research-backed recommendations for product decisions.
9:00am-9:15am
BREAK 15 min
Introductions
9:15am-10:30am
Research 75 min
Contextual Inquiry

Overview of contextual inquiry methodology. Prepare questions, observation guides, and ethics procedures.

Learn More
10:30am-12:30pm
Research 120 min
Field Research

Teams conduct contextual inquiries at designated sites. Observe users in natural environment, document activities and pa...

12:30pm-1:30pm
BREAK 60 min
Lunch Break
1:30pm-3:00pm
Research 90 min
Data Synthesis

Teams organize and synthesize field notes. Identify key insights and patterns from observations.

3:00pm-5:00pm
Research 120 min
Emotional Journey Mapping

Create journey maps from contextual inquiry data. Document touchpoints, emotions, and decision points.

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5:00pm-5:15pm
BREAK 15 min
Daily Wrapup

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For Facilitators

  • Review participant profiles and expectations
  • Prepare all materials and supplies
  • Test technology and room setup

For Participants

  • Complete pre-session survey
  • Review background materials
  • Prepare examples or case studies

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  • Field Research Kit: Notebooks, cameras, recording devices, consent forms

  • Diagramming Supplies: Large paper rolls, markers, sticky notes, journey mapping templates

  • Analysis Materials: Rose/Thorn/Bud templates, colored sticky notes (pink, green, yellow)

  • Documentation Tools: Laptops/tablets for digital capture

  • Workspace: Wall space for diagrams, tables for group work

Unlock Materials Required

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

  • Facilitator Guide (PDF)
  • Participant Workbook Template
  • Presentation Slides
  • Printable Materials

Unlock Resources & Templates

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

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