Coda for Research: Design, Run & Present In-Depth Studies (🌶🌶 Medium Kit)

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Quick-Start Instructions

Learn how to use this research kit using Coda's research best practices and tips

Customize this doc for your own study.

Once you've had a chance to explore this doc and think you've got a pretty good idea how it works, clear all the sample data it came with so you can start customizing it for your own study (you can always refer to the published doc for reference). Then delete this page when you're ready to share the doc with others.

Clear sample data

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Video Walkthrough

A how-to for this doc from one of Coda’s very own researchers.

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Step-by-Step Instructions

👇 Click the “▶” next to each title below to expand the section.

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`1. Study Plan`⁠

1. Study Name & Rationale

What: Add a name for the project, the reason for studying this topic and your start date.

2. Team Roles

3. Research Goal & Hypothesis

4. Individual Research Questions

5. Personas

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`2. Question Design`⁠

1. Study Methods

2. Screener Questions

3. Study Questions

4. Research Artifacts

What: A space to house prototypes, links to testing platforms, prior research and more.

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`3. Team Review`⁠

1. Agenda

2. Sentiment: how do you feel about this study’s design?

3. Questions: let’s discuss

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`4. Interviews & Notes`⁠

1. Prospective Participants

2. Study Invitation Language

3. Calendar Invitation Language

4. Scheduled Participants and Note-Taking

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`5. Insights Analysis`⁠

1. Insights and Notes

2. Research Answers

3. Recommendations

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`Study Findings`⁠

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