Capture with context
Add concise observations with source references and the situation in which they occurred. Keep interpretation separate at first.
Keep the insight close to the evidence.
Bring observations into a shared space, group the patterns and separate what you know from what you still need to learn.
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Move carefully from observations to decisions.
Group the patterns
Arrange related observations and name the emerging themes. Look for contradictory evidence as well as repeated stories.
Choose the implication
Explain what a theme might mean for the work. Record the uncertainty and choose the next question to investigate.
An example session
Make sense of onboarding interviews
Bring notes from several conversations onto the board. Group moments of confusion, workarounds and early success, keeping each note connected to its source.
Choose a specific part of the experience to investigate without losing the evidence behind the choice.
Research synthesisExample board ObservedWhat people said or did
PatternsWhat appears more than once
QuestionsWhat needs another look
Can AI help organise the material?
AI can help create and structure notes or tables. Check any grouping or interpretation against the original evidence; AI usage is metered.
Should I add identifiable research data?
Choose material appropriate for your research permissions and the board’s audience. Redact identifying details where needed and review the privacy policy for data handling.
Bring the next conversation
onto a board.
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