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Stakeholder Observation Guide for Research Sessions

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Prepare observers to watch well.

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Prepare a guide for stakeholders observing research sessions. Study and sessions: [STUDY_SESSIONS]. Observer roles: [OBSERVERS]. Tools for notes: [NOTE_TOOLS].

Write a one-page guide covering etiquette (silence, no interruptions), what to look for, a note template with columns for observation, quote, and interpretation, rules for separating facts from opinions, and a debrief after each session. Provide a short briefing for participants on observers, consent for observers, and privacy rules. Include prompts such as what surprised you. Add a quick synthesis exercise for observers to run after the day.

Add a sample observer note sheet with three invented entries showing the difference between observation, quote and interpretation, and a short summary of what to do when you disagree with how the participant is using the product. Include a post-session ritual of three questions to answer in five minutes.

Also add a short list of the questions that observers should not ask during a session, and a way to pass questions to the moderator.

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