Windsurf + Aider targets, MCP server, and demo placement (#33)

Broadens both reach (more tools) and content types (an MCP server), continuing
the multi-platform story.

Windsurf + Aider:
- build-exports.mjs gains two platforms: exports/windsurf/*.md (workspace rules,
  trigger: model_decision) and exports/aider/*.md (conventions for `aider --read`).
  Now 5 platforms (ChatGPT, Gemini, Cursor, Windsurf, Aider).
- install.sh + bin/cli.mjs install both (windsurf -> .windsurf/rules, aider ->
  .aider/skills with a --read hint); generated README index is excluded from copies.
- One-line windsurf-install.sh / aider-install.sh wrappers for parity.

MCP server (new content type):
- mcp/server.mjs — zero-dependency stdio MCP server exposing list_skills,
  search_skills, get_skill. Published as a second bin (pm-claude-skills-mcp).
  Logs to stderr; reads bundled skills/ at startup. mcp/README.md documents
  client config.

Also: README hero "See it in action" demo placement (ready to swap in a GIF;
recording guide in web/docs-assets/README.md), Works-With table + exports +
install docs updated, CHANGELOG Unreleased. package.json files/bin updated.


Claude-Session: https://claude.ai/code/session_016JWn5jRD5tcEFKrubjQ6Px

Co-authored-by: Claude <noreply@anthropic.com>
This commit is contained in:
mohitagw15856
2026-06-17 23:15:38 +01:00
committed by GitHub
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# Accessibility Audit Skill
This skill produces a structured accessibility audit based on WCAG 2.2 guidelines. It covers visual, motor, cognitive, and screen reader accessibility — with prioritised remediation for each issue found.
## Required Inputs
Ask the user for these if not provided:
- **What is being audited** (screen, component, full product, design spec)
- **Description or image** of the UI
- **Target WCAG level** (A / AA / AAA — default to AA, which is the legal standard in most jurisdictions)
- **Known assistive technology users?** (Yes/No — if yes, which: screen reader / switch access / voice control / magnification)
- **Platform** (Web / iOS / Android / Desktop app)
## Output Structure
---
# Accessibility Audit: [Component or Screen Name]
**Target standard:** WCAG 2.2 Level [AA]
**Platform:** [Platform]
**Date:** [Date]
---
## Audit Summary
| Category | Issues Found | Critical | Moderate | Minor |
|---|---|---|---|---|
| Perceivable | | | | |
| Operable | | | | |
| Understandable | | | | |
| Robust | | | | |
| **Total** | | | | |
**Overall compliance status:** ✅ Compliant / 🟡 Minor issues / 🔴 Fails AA standard
---
## Perceivable
### 1.1 Text Alternatives
- [ ] All images have descriptive alt text (not filename or "image")
- [ ] Decorative images have `alt=""` to be skipped by screen readers
- [ ] Icons without visible labels have accessible names
- [ ] Complex images (charts, diagrams) have extended descriptions
**Issues found:** [List specific issues or "None"]
### 1.3 Adaptable
- [ ] Content structure uses semantic HTML (headings, lists, landmarks) — not just visual formatting
- [ ] Reading order in DOM matches visual order
- [ ] Form inputs have associated labels (not placeholder text as label)
- [ ] Data tables have proper headers and scope
**Issues found:**
### 1.4 Distinguishable
- [ ] Text contrast ratio ≥ 4.5:1 (normal text) or ≥ 3:1 (large text 18px+)
- [ ] UI component contrast ratio ≥ 3:1 against background
- [ ] Information is not conveyed by colour alone
- [ ] Text can be resized to 200% without loss of content
- [ ] No content that auto-plays audio
**Issues found:**
---
## Operable
### 2.1 Keyboard Accessible
- [ ] All interactive elements are reachable by keyboard (Tab key)
- [ ] No keyboard traps
- [ ] Custom components have keyboard interactions (arrow keys for menus, Escape to close modals)
- [ ] Skip navigation link available for pages with repeated navigation
**Issues found:**
### 2.4 Navigable
- [ ] Focus is visible at all times (not removed with `outline: none` without replacement)
- [ ] Focus order is logical and predictable
- [ ] Page/screen has a descriptive title
- [ ] Link text is descriptive (not "click here" or "read more")
- [ ] Headings are hierarchical (H1 → H2 → H3, no skips)
**Issues found:**
### 2.5 Input Modalities
- [ ] Touch targets are at least 44x44px
- [ ] No functionality requires complex gestures (pinch, multi-touch) without a simple alternative
- [ ] Motion or dragging interactions have button alternatives
**Issues found:**
---
## Understandable
### 3.1 Readable
- [ ] Language of the page is set (`lang` attribute)
- [ ] Unusual words, abbreviations, or jargon are explained
### 3.2 Predictable
- [ ] Navigation is consistent across screens
- [ ] Components behave consistently (same button does the same thing)
- [ ] No unexpected context changes on focus or input
### 3.3 Input Assistance
- [ ] Error messages identify the field and describe the error in plain language (not just "Invalid input")
- [ ] Required fields are labelled (not just with colour or asterisk alone)
- [ ] Forms provide suggestions for correcting errors where possible
**Issues found:**
---
## Robust
### 4.1 Compatible
- [ ] HTML is valid and well-structured
- [ ] ARIA roles and attributes are used correctly (not to fix broken semantics)
- [ ] Status messages (success, error, loading) are announced to screen readers without focus change
**Issues found:**
---
## Prioritised Remediation List
| Priority | Issue | WCAG Criterion | Fix | Effort |
|---|---|---|---|---|
| 🔴 Critical | [Issue] | [e.g. 1.4.3 Contrast] | [Specific fix] | [Low/Med/High] |
| 🟡 Moderate | [Issue] | | | |
| 🟢 Minor | [Issue] | | | |
**Priority definitions:**
- 🔴 Critical: Blocks access for users with disabilities. Legal risk. Fix before launch.
- 🟡 Moderate: Significant friction. Fix in next sprint.
- 🟢 Minor: Best practice. Address in roadmap.
---
## Quick Wins (Fix in < 1 hour)
[List any issues that are trivially fixable — e.g. adding alt text, fixing contrast with a colour swap, adding a `lang` attribute. These are easy to ship immediately.]
---
## Testing Recommendations
- **Manual keyboard test:** Tab through the entire flow. Can you complete every task without a mouse?
- **Screen reader test:** VoiceOver (Mac/iOS), NVDA or JAWS (Windows). Is every piece of content and every action accessible?
- **Colour contrast check:** Use Stark (Figma plugin) or WebAIM Contrast Checker
- **Automated scan:** Axe DevTools or Lighthouse accessibility audit (catches ~30% of issues automatically)
---
## Quality Checks
- [ ] Issues are mapped to specific WCAG criteria
- [ ] Every critical issue has a specific fix recommendation
- [ ] Quick wins are separated from larger fixes
- [ ] Effort estimates are included for prioritisation
- [ ] Testing recommendations are included
## Anti-Patterns
- [ ] Do not rely solely on automated scanning tools — automated checks catch ~30% of issues; manual keyboard and screen reader testing is required
- [ ] Do not label an issue "minor" simply because it only affects a small percentage of users — for those users it may block all access
- [ ] Do not add ARIA roles to fix broken semantics — use correct semantic HTML first; ARIA is a last resort
- [ ] Do not confuse colour contrast of text with colour contrast of UI components — they have different minimum ratios (4.5:1 vs 3:1)
- [ ] Do not audit only the happy path — error states, empty states, and loading states must also meet accessibility requirements
## Example Trigger Phrases
- "Audit this design for accessibility"
- "Check WCAG compliance for [screen/component]"
- "Give me an a11y audit of [UI description]"
- "What accessibility issues does this design have?"
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# Design Critique Skill
This skill provides structured, actionable design feedback using established UX frameworks. It balances positive observations with clear, prioritised improvement suggestions.
## Required Inputs
Ask the user for these if not provided:
- **What is being reviewed** (screen, flow, component, full product)
- **Design description or attached image** (describe it if no image — the skill will still work)
- **User goal** (what is the user trying to accomplish with this design?)
- **Context** (web / mobile / desktop app / physical product)
- **Stage** (early wireframe / mid-fidelity / high-fidelity / live product)
- **Primary concern** (optional — e.g. "I'm worried the onboarding is too long" or "I think the CTA is unclear")
## Output Structure
---
# Design Critique: [Design Name or Screen]
**User goal:** [What the user needs to accomplish]
**Context:** [Platform / Stage]
**Critique focus:** [Primary concern if stated, otherwise "full review"]
---
## 1. What's Working
[35 specific, honest observations about what the design does well. Don't manufacture praise — only include genuine strengths. Be specific: "The visual hierarchy clearly guides the eye from headline → supporting detail → CTA" is useful. "Looks clean" is not.]
---
## 2. Priority Issues
Rank issues by impact on the user goal. Use:
- 🔴 **High** — Blocks or significantly degrades the user's ability to complete their goal
- 🟡 **Medium** — Causes friction or confusion but doesn't block completion
- 🟢 **Low** — Polish or preference — nice to fix but not critical
For each issue:
### [Priority] Issue [N]: [Short name]
**What's happening:**
[Describe the specific design problem — be precise about which element, screen, or interaction]
**Why it matters:**
[Connect to the user goal or a specific principle — don't just say "it's confusing." Say why it creates confusion and what the consequence is for the user.]
**Framework reference:**
[Name the principle being violated — e.g. Nielsen's Heuristic #6 (Recognition over Recall), Gestalt proximity, JTBD clarity, Fitts's Law, etc.]
**Recommendation:**
[Specific, actionable suggestion. Not "make the button bigger" but "Increase the primary CTA to at least 44x44px to meet touch target guidelines; consider moving it below the form rather than inline with the input fields to reduce accidental taps."]
---
## 3. Heuristic Assessment
Quick assessment against Nielsen's 10 Usability Heuristics — score each as ✅ Pass / 🟡 Partial / ❌ Fail:
| Heuristic | Status | Note |
|---|---|---|
| 1. Visibility of system status | | |
| 2. Match between system and real world | | |
| 3. User control and freedom | | |
| 4. Consistency and standards | | |
| 5. Error prevention | | |
| 6. Recognition rather than recall | | |
| 7. Flexibility and efficiency of use | | |
| 8. Aesthetic and minimalist design | | |
| 9. Help users recognise, diagnose, and recover from errors | | |
| 10. Help and documentation | | |
Only include heuristics relevant to what's visible in the design — don't penalise for things not in scope.
---
## 4. Gestalt Principles Check
[Comment on any Gestalt principles that are either well-applied or violated:]
- **Proximity:** [Are related elements grouped clearly?]
- **Similarity:** [Do similar elements look similar?]
- **Continuity:** [Does the eye flow naturally through the design?]
- **Figure/Ground:** [Is the primary content clearly distinguished from background?]
- **Closure:** [Are any implied shapes or containers confusing?]
---
## 5. JTBD Alignment
[Assess how well the design serves the stated job-to-be-done:]
- **Does the design make the user's primary job obvious?** [Yes / Partially / No — explain]
- **Are there any elements that distract from the primary job?** [List any competing CTAs, distractions, or unclear hierarchy]
- **What emotional job does this design serve?** [Speed / Confidence / Control / Delight / Other] — and does the visual design match that emotional goal?
---
## 6. Top 3 Recommended Next Steps
Prioritised list of the 3 most impactful changes. Each should be actionable in the next design iteration:
1. [Most impactful change — specific]
2. [Second priority]
3. [Third priority]
---
## Quality Checks
- [ ] "What's working" includes only genuine, specific observations
- [ ] Every issue has a framework reference (not just subjective opinion)
- [ ] Recommendations are specific and actionable
- [ ] Priority levels (High/Medium/Low) reflect actual impact on user goal
- [ ] Heuristic assessment only covers visible elements
## Anti-Patterns
- [ ] Do not lead with visual preference (e.g. "I don't like the colour") — every issue must reference a UX principle or user impact
- [ ] Do not invent problems in the "What's Working" section — manufactured praise undermines the entire critique
- [ ] Do not provide the same priority level (High/Medium/Low) to every issue — prioritisation requires genuine judgment about user impact
- [ ] Do not skip the JTBD section for product screens — connecting feedback to the user's job-to-be-done is what separates UX critique from aesthetic opinion
- [ ] Do not give recommendations that require a full redesign when the user is in high-fidelity — scope recommendations to the design stage
## Example Trigger Phrases
- "Critique this design: [description or image]"
- "Give me feedback on this UI/UX"
- "Review this Figma screen for usability issues"
- "What's wrong with this user flow?"
- "Do a heuristic evaluation of [screen/product]"
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# Design System Audit Skill
This skill produces a structured audit of a design system — covering component coverage, token consistency, documentation quality, accessibility compliance, contribution processes, and adoption health. Output is ready for a design system team, design leadership, or an engineering team evaluating their shared component library.
## Required Inputs
Ask the user for these if not provided:
- **Design system name** and what product(s) it serves
- **Audit scope** — component library / design tokens / documentation / contribution process / all of the above
- **Current tooling** — Figma / Storybook / Zeroheight / custom / combination?
- **Team using it** — how many designers and engineers, how many products?
- **Known pain points** — what do teams complain about most?
- **Governance model** — centralised team / federated contributors / no dedicated team?
- **Goal of the audit** — improve adoption / prepare for a rebrand / onboard new teams / justify investment?
## Output Structure
---
# Design System Audit: [System Name]
**Products served:** [List of products / apps]
**Audit scope:** [Full / Components only / Tokens only / Documentation]
**Auditor:** [Name / Team]
**Date:** [Date]
**Stakeholders:** [Design lead, Eng lead, CPO, etc.]
---
## Overall Health Score
| Dimension | Score (15) | Status |
|---|---|---|
| Component coverage | [X/5] | 🟢/🟡/🔴 |
| Token consistency | [X/5] | 🟢/🟡/🔴 |
| Documentation quality | [X/5] | 🟢/🟡/🔴 |
| Accessibility compliance | [X/5] | 🟢/🟡/🔴 |
| Adoption rate | [X/5] | 🟢/🟡/🔴 |
| Contribution process | [X/5] | 🟢/🟡/🔴 |
| **Overall** | **[X/5]** | 🟢/🟡/🔴 |
**Summary:** [23 sentences. What is the overall state of the design system? What are the top 2 issues and what is the biggest strength?]
---
## 1. Component Coverage Audit
**How to assess:** Compare components in the design system against the actual UI patterns in the product. Every pattern that exists in production but not in the system is a coverage gap.
### Component Inventory
| Category | Components present | Coverage | Gap |
|---|---|---|---|
| **Navigation** | [Navbar, Sidebar, Breadcrumb, Tabs] | [80%] | [Missing: Mega menu, mobile drawer] |
| **Forms & Inputs** | [Text input, Dropdown, Checkbox, Radio, Toggle, Date picker] | [90%] | [Missing: Multi-select, Rich text editor] |
| **Feedback & Alerts** | [Toast, Banner, Modal, Tooltip] | [60%] | [Missing: Inline validation, Progress indicator, Skeleton loader] |
| **Data Display** | [Table, Card, Badge, Avatar] | [50%] | [Missing: Data grid, Stat card, Timeline, Gantt] |
| **Layout** | [Grid, Container, Divider, Spacer] | [70%] | [Missing: Responsive breakpoint utilities] |
| **Buttons & Actions** | [Button, Icon button, FAB, Link] | [100%] | [None] |
**Coverage score:** [X% of production UI patterns are covered by the design system]
**Most impactful gaps:**
1. [Most used pattern not in the system — causing most duplication]
2. [...]
3. [...]
---
## 2. Component Quality Audit
For each component, assess against these quality criteria:
| Component | States complete | Responsive | Accessibility | Dark mode | Props documented | Code matches Figma |
|---|---|---|---|---|---|---|
| Button | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Modal | ⚠️ Loading state missing | ✅ | ✅ | ❌ | ⚠️ Partial | ✅ |
| Table | ❌ Sorting state missing | ❌ No mobile layout | ⚠️ No aria-sort | ❌ | ❌ | ⚠️ Drift |
| [Component] | [...] | [...] | [...] | [...] | [...] | [...] |
**Legend:** ✅ Complete — ⚠️ Partial / inconsistent — ❌ Missing
**Components with critical quality issues (fix before anything else):**
- [Component name]: [Specific issue and why it's blocking]
- [...]
---
## 3. Design Token Audit
**Token coverage:**
| Token type | Defined | Used consistently | Issues |
|---|---|---|---|
| **Colour** | [X tokens defined] | [⚠️ — 12 hardcoded hex values found in Figma] | [Inconsistent use of primary-500 vs primary-600 for CTAs across products] |
| **Typography** | [X tokens defined] | [✅] | [None — all type styles use token scale] |
| **Spacing** | [X tokens defined] | [⚠️ — custom spacing used in X components] | [Engineers using arbitrary px values instead of spacing tokens in X components] |
| **Border radius** | [X tokens defined] | [❌ — not defined; each component has hardcoded values] | [Button, card, modal all use different radius values with no token] |
| **Shadow / elevation** | [X tokens defined] | [⚠️] | [3 different drop-shadow values in use; no elevation scale] |
| **Animation / motion** | [X tokens defined] | [❌ — not defined] | [Transition durations inconsistent across components] |
**Semantic token layer:** [Does the system have semantic tokens (e.g. `color.action.primary` on top of `color.blue.500`) or only primitive tokens?]
**Token drift:** [Are code tokens and Figma tokens in sync? Use a tool like Token Studio, Style Dictionary, or manual comparison.]
---
## 4. Documentation Quality Audit
**Assessment per component / pattern:**
| Document type | Quality | Issues |
|---|---|---|
| **Usage guidelines** | [⚠️ — X% of components have guidelines] | [Button and Form components documented; Navigation and Data Display mostly undocumented] |
| **Do / Don't examples** | [❌ — mostly absent] | [Engineers frequently misuse components because intent is unclear] |
| **Accessibility notes** | [⚠️ — present for some components] | [No consistent format; accessibility notes missing for interactive components] |
| **Code examples** | [✅ — all Storybook components have code examples] | [...] |
| **Changelog** | [❌ — no component-level changelog exists] | [Breaking changes are not communicated; causes unexpected UI regressions] |
| **Migration guides** | [❌ — absent] | [Teams don't know how to upgrade to new component versions] |
**Documentation score:** [X% of components have complete, usable documentation]
**Most common designer / engineer complaint about docs:** [e.g. "I can't find whether to use Modal or Drawer for this use case — no guidance exists"]
---
## 5. Accessibility Audit
**WCAG 2.2 compliance status:**
| Criterion | Level | Status | Components affected |
|---|---|---|---|
| Colour contrast (text) | AA | [✅ / ⚠️ / ❌] | [e.g. ❌ — Disabled state text fails 4.5:1 ratio in 3 components] |
| Colour contrast (UI components) | AA | [✅ / ⚠️ / ❌] | [...] |
| Keyboard navigation | AA | [✅ / ⚠️ / ❌] | [⚠️ — Modal focus trap not implemented; Dropdown not keyboard accessible] |
| Focus visible | AA | [✅ / ⚠️ / ❌] | [...] |
| Screen reader support (ARIA) | AA | [✅ / ⚠️ / ❌] | [❌ — Table component lacks aria-sort; Icon buttons have no aria-label] |
| Touch target size | AA | [✅ / ⚠️ / ❌] | [⚠️ — Mobile tap targets below 44×44px in X components] |
| Motion / animation | AA | [✅ / ⚠️ / ❌] | [...] |
**Critical accessibility blockers (must fix before next release):**
1. [Most critical issue — e.g. Keyboard users cannot close Modal — focus trap missing]
2. [...]
---
## 6. Adoption Audit
**Adoption by team / product:**
| Product / Team | Components used from system | Custom components built outside system | Adoption score |
|---|---|---|---|
| [Product A] | [X% of UI uses system components] | [Y custom components] | [High / Medium / Low] |
| [Product B] | [...] | [...] | [...] |
**Why teams are not adopting:**
| Barrier | Severity | Evidence |
|---|---|---|
| [Component doesn't exist] | High | [Top reason in team survey] |
| [Component exists but doesn't meet use case] | Medium | [Modal component lacks X state needed by Product B] |
| [Documentation too sparse to know how to use it] | Medium | [...] |
| [No one enforces system use — easier to build custom] | High | [...] |
| [System is out of date with product's current visual language] | Medium | [...] |
---
## 7. Contribution Process Audit
| Dimension | Current state | Assessment |
|---|---|---|
| **How to contribute** | [Documented / Not documented] | [✅ / ❌] |
| **Contribution criteria** | [Clear entry bar for what goes in the system] | [⚠️ — unclear who decides what becomes a system component vs stays local] |
| **Review process** | [Who reviews contributions and how long it takes] | [❌ — no formal review; contributions sit unreviewed for weeks] |
| **Release cadence** | [How often system releases happen] | [⚠️ — sporadic; no set cadence] |
| **Breaking change policy** | [How breaking changes are handled and communicated] | [❌ — no policy; breaking changes are a surprise] |
| **Versioning** | [Semantic versioning in place?] | [✅ — all packages use semver] |
---
## 8. Prioritised Remediation Roadmap
| Priority | Initiative | Impact | Effort | Timeline |
|---|---|---|---|---|
| P1 | Fix [X] critical accessibility issues (keyboard nav, ARIA) | Critical — legal + user impact | Medium | Sprint 12 |
| P1 | Define and implement border radius and shadow token scale | High — ends inconsistency | Low | Sprint 1 |
| P1 | Document top 10 most-used components (usage + do/don't) | High — unblocks adoption | Medium | Sprint 24 |
| P2 | Build Skeleton loader + Inline validation components (top 2 gaps) | High — eliminates custom duplication | High | Quarter 2 |
| P2 | Establish contribution process with SLA for reviews | Medium — enables growth | Low | Sprint 3 |
| P3 | Dark mode token support | Medium — product parity | High | Quarter 3 |
| P3 | Design-code token sync tooling (Token Studio / Style Dictionary) | Medium — reduces drift | Medium | Quarter 23 |
---
## Quality Checks
- [ ] Coverage gaps are identified by comparing the design system to actual production UI, not assumed
- [ ] Accessibility issues cite specific WCAG criterion and affected components
- [ ] Adoption barriers are backed by evidence (interviews, survey, usage data) — not assumed
- [ ] Remediation roadmap has effort estimates and is sequenced by impact
- [ ] Both Figma and code (Storybook/implementation) are assessed — not just Figma
- [ ] Stakeholders from design, engineering, and product have reviewed the audit
## Anti-Patterns
- [ ] Do not assess only the Figma library without checking the code implementation — Figma-code drift is one of the most common and costly design system failures
- [ ] Do not score adoption without interviewing teams — audit tool metrics miss the human reasons teams build custom components instead of using the system
- [ ] Do not treat all component gaps equally — prioritise gaps based on how many production screens rely on custom implementations, not alphabetically
- [ ] Do not recommend adding more components without first auditing documentation quality — an undocumented component is often worse than no component
- [ ] Do not schedule remediation without a named owner per initiative — design system improvements without ownership consistently stall
## Example Trigger Phrases
- "Audit our design system for consistency and coverage"
- "Review our component library and identify gaps"
- "Assess the health of our shared design system"
- "Run a design system audit before we do a rebrand"
- "What's wrong with our design system and what should we fix first?"
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# UX Research Plan Skill
This skill creates a complete, ready-to-execute UX research plan. Output covers everything from research objectives to screener questions, discussion guide, and synthesis framework.
## Required Inputs
Ask the user for these if not provided:
- **Research question** (what decision will this research inform?)
- **Product area or feature** being researched
- **Research type** (Generative / Evaluative / Usability testing / Diary study / Survey)
- **Stage** (Discovery / Concept validation / Prototype testing / Live product)
- **Target participants** (role, demographics, behaviour — who should we talk to?)
- **Timeline and number of sessions**
- **Existing assumptions or hypotheses** (optional but valuable)
## Output Structure
---
# UX Research Plan: [Study Title]
**Product area:** [Area]
**Research type:** [Type]
**Date:** [Timeline]
**Researcher:** [Leave for user]
---
## 1. Research Objectives
State 24 clear research objectives. Each objective should map to a decision that will be made differently depending on what you find.
**Objective [N]:** Understand [specific thing] so we can [decision this informs].
---
## 2. Research Questions
[58 questions — the actual questions you want research to answer. These are not the interview questions; they're the knowledge gaps. Organised under each objective.]
**Objective 1:**
- RQ1.1: [Research question]
- RQ1.2: [Research question]
---
## 3. Methodology & Rationale
**Method chosen:** [e.g. Semi-structured interviews / Usability testing / Concept testing]
**Why this method:**
[23 sentences. Match method to research type. If evaluative: usability testing. If generative: contextual inquiry or interviews. If testing comprehension: 5-second test or concept test.]
**What this method will and won't tell us:**
- **Will tell us:** [What this method is good at revealing]
- **Won't tell us:** [What's out of scope — be honest about limits]
**Sample size:** [Recommended number of sessions and why — e.g. "56 moderated interviews for generative research; 58 usability sessions to identify top issues"]
---
## 4. Participant Screener
**Recruitment criteria:**
| Criterion | Must Have / Nice to Have | Disqualify if |
|---|---|---|
| [e.g. Uses project management software daily] | Must Have | [Never uses any PM tool] |
| [e.g. Works in a team of 5+] | Must Have | — |
| [e.g. B2B industry] | Nice to Have | — |
**Screener questions (58 questions):**
[Q1] [Screening question — clear, not leading]
- [Answer options — flag which qualify/disqualify]
[Q2] ...
**Incentive recommendation:** [Amount and format — e.g. "£50 gift voucher for a 60-min session is standard in the UK for professional participants"]
---
## 5. Discussion Guide
Structure the session:
### Opening (5 min)
- Introduce yourself and the study
- "We're testing the design, not you — there are no wrong answers"
- Permission to record
- Warm-up: [12 easy questions to build rapport — e.g. "Tell me about your role and what a typical week looks like"]
### Core Questions (by section)
**Section [A]: [Topic]** *(~X min)*
1. [Open question — start broad] *[Probe: Tell me more about...]*
2. [Follow-up to go deeper] *[Probe: Can you walk me through what happened?]*
3. [Specific scenario or past behaviour question]
**Section [B]: [Topic]** *(~X min)*
[Continue with 23 questions per section]
**Usability tasks (if applicable):**
> "I'm going to ask you to try a few things with this prototype. Please think aloud as you go."
- Task [N]: [Clear task instruction — write from the user's perspective, not "click on X" but "find where you would go to do Y"]
- **Success criteria:** [What "completing this task" looks like]
- **What to observe:** [Where friction typically appears]
### Closing (5 min)
- "Is there anything about [topic] we haven't covered that you think is important?"
- "If you could change one thing about [product/concept], what would it be?"
- Debrief and thank
---
## 6. Synthesis Framework
After sessions, use this framework to synthesise findings:
**Step 1: Session notes → Key observations**
For each session: 35 specific observations (behaviours, quotes, reactions — not interpretations yet)
**Step 2: Affinity mapping**
Group observations by theme across all sessions. Aim for 47 clusters.
**Step 3: Insight statements**
For each cluster: "When [context], users [behaviour/experience], because [underlying need or mental model]."
**Step 4: Implications**
For each insight: "This means we should [design/product implication]" or "This challenges our assumption that [assumption]."
**Step 5: Research report structure:**
- Key findings (35 headlines)
- Supporting evidence per finding
- Design recommendations
- Open questions for next research cycle
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## Quality Checks
- [ ] Research objectives map to real decisions
- [ ] Discussion guide opens broad before going specific
- [ ] Screener criteria are specific enough to get the right participants
- [ ] Tasks (if usability) are written from the user's perspective
- [ ] Synthesis framework is included
- [ ] Incentive recommendation is included
## Anti-Patterns
- [ ] Do not write a research plan without clearly stated research objectives — every methodology choice must flow from the objectives
- [ ] Do not design a plan that mixes generative and evaluative research without clearly separating them
- [ ] Do not omit screener criteria — recruiting unqualified participants invalidates the research
- [ ] Do not write discussion guide questions that are leading — questions must be neutral and open-ended
- [ ] Do not skip the incentive recommendation — uncompensated research has lower participant quality and completion rates
## Example Trigger Phrases
- "Write a research plan for [feature or product area]"
- "Create a discussion guide for user interviews about [topic]"
- "Plan a usability test for [prototype or feature]"
- "Write screener questions for [target user type]"