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Resources

We’ve collected the following templates, presentations, checklists, etc. as starting points — feel free to contribute to this guide and help us keep this list up-to-date!

As indicated below, some of these resources are available only to staff of GSA (General Services Administration) or TTS (Technology Transformation Services).

Research

Research plan. (18F/GSA access only).
Prompts for planning research. Pairs well with our research planning article.

Research alignment workshop. (18F/GSA access only).
A workshop template for publicizing team questions and prioritizing research themes, setting you up to create a research plan that drives maximum value for your team.

Usability test quality heuristics. (18F/GSA access only).
A list of indicators to help you and your team determine if your usability test will produce useful results.

18F’s Design Research is covered by GSA’s Privacy Act Statement for Design Research.

Privacy Act Notice Example. (18F/GSA internal version).
Example of a statement to include in your participant agreement.
Please note: you should run substantial customizations by your supervisor, GSA’s Privacy Office, and GSA’s Office of General Counsel.

Design research participant agreement. (18F/GSA internal version).
Design research participant agreement in Spanish.
Example agreement for people participating in moderated design research.
Note: You can customize this template, but it must include a Privacy Act statement. If the interview is with a Federal employee, or otherwise will not include compensation, the agreement must also include an Anti-deficiency Act clause.

Looking for PRA (Paperwork Reduction Act) information? See the UX Guide Legal page.

Interviews

Interview checklist. (18F/GSA internal version).
A checklist for planning and conducting in-depth interviews.

Interview guide. (18F/GSA internal version).
An example guide for moderating in-depth interviews with users.

Interview debrief guide. (18F/GSA internal version).
An example guide for teams leading a post-interview debrief.

Findings presentation

Research findings presentation template (18F/GSA access only) A starting point for sharing what you learned during a path analysis or discovery sprint. (Report templates for 18F/GSA access only: template 1, template 2)

Email templates

Stakeholder introduces researcher. (18F/GSA internal version).
An email for stakeholders to introduce and legitimize 18F design researchers to their staff.

Researcher introduces themselves to a participant. (18F/GSA internal version).
An email for introducing yourself to potential participants (for example, people who responded to your invitation to participate in the research) and finding a good time for them to participate in a moderated research session.

Researcher sends agreement to participant. (18F/GSA internal version).
An email asking participants to review and sign a participant agreement before they participate in moderated research.

Design

Collaboration

Doing UX at 18F can involve working with Content and Visual Designers, or people in our Acquisition, Product Management and Engineering Chapters. Read their pages in the TTS/18F Handbook for more information.

18F/TTS staff can also participate in local communities of practice in by joining (18F/TTS access only):

Microrequests

If you’re in need of a particular skill — help with a presentation or design deliverable; writing and content strategy; or development tasks — 18F’s microrequest staffing team can provide support. You can request assistance from 18F colleagues for help on billable projects in the #microrequests (18F/TTS access only) channel. Each discipline is represented at any time in the channel.

Any billable project work is eligible for assistance via a microrequest. The only limitation is that microrequest tasks must typically take fewer than 8 hours of work a week, over no more than 3 weeks, for the person providing the assistance. You may post non-billable requests in the #helpwanted (18F/TTS access only) channel.

For more information, visit the Microrequests page in the TTS Handbook.

Presenting the work

We most commonly share our work via presentations. These presentations can vary widely based on the audience. Here are a few presentation-building tips:

Tools

General

Guides

Presentations

Additional reading

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18F UX Guide is a product of GSA’s Technology Transformation Services, and is managed by 18F.

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