Planning for Discovery

Getting Started

Decide your Discovery objectives and approach: broadly, what problem(s) will you want to explore? 

Tip: Remember, Discovery is an exploratory phase. Your approach at this point should be more oriented towards open questions and exploring the problem from different perspectives. This can and should involve defining what the problem is. 

Developing your research strategy

How we do research depends on the goal. Are you: 

• Seeking to understand potential users and their lives? 
• Working out what the team should be designing? 
• Testing things the team have designed to find and understand any issues? 

You will continue to develop your research approach throughout the project. In Discovery research questions may start broad and evolve quickly as you learn. They should become more specific in later development phases. 

Ask yourself: 

• Why is this research worth doing? 
• What is the purpose of my research? What am I trying to find out? 
• How will the proposed research answer the questions asked? 
• Who will we need to do research with? 

Why: Research context and objectives

• Describe the knowledge gap you will address. Why do this now? Why is it important? 
• Consider what you already know, or whether anyone else has done something similar or related. 
• Decide what you will not be looking at, and why

What: Develop your research questions

• Consider what you need to know – asking when, where, who, how, why will help.          
• Your questions should be clear and researchable. 

How: Do no harm

How will you ensure your own and your participants’ wellbeing and psychological safety? How will you balance possible benefits of your research against burns and risk of harm? 

Who: Consider the range of research participants

Who will you need to do research with? Depending on what you need to learn this could be all the different users of your service, or just specific groups. It may also involve those who don't use the service. Be sure to include those who deliver the service or other stakeholders.   

Ask yourself: 

Who do you need to speak with to learn more about the problem? 

• How shall we engage with them, when, where? 
• Do you anticipate any barriers to access? How will you address them? 
• Who do we need to involve? (Use your stakeholder maps; if you don't have them, start developing them now) 

An overview of the planning process 

[Holder: Diagram]

Hints and tips

• We need to understand the culture and goals of the system/organisation providing the service and the people working in the system – don't forget to plan for this. 
• Visualise your findings to help yourself and others to see the insights. This will be important to enable sense-making of the data and to support us to make change happen.
• It is helpful to have a range of different types of information to inform your work. Quantitative (numerical) data (ie statistics, population data, usage analytics) can provide a sense of 'what' or 'how many', while qualitative (narrative) data (ie feedback, interviews, user focus groups) can help to explore user motivation and experience. Neither is inherently better than the other; they serve different purposes. 
• Co-design is an approach to designing with, not for people. It involves sharing power, prioritising relationships, working in partnership and building capability. How are you bringing a co-design mindset to your research?
• It's important to consider ethics throughout the project. Service design projects are iterative. This can be a challenge if you are faced with traditional ethical approval processes which expect that you have every aspect of your research planned in advance. You will need to continually update your approach, plans and potentially your documentation. 

Resources to support research planning