Every study has the same structure: four tabs across the top, six preparation steps, and a status that decides who can answer.
A study belongs to your organisation, not only to you: everyone in the organisation, including the Henkan & Partners consultants placed in it, sees it and can work on every step and tab. The person who created it is recorded. See Work as a team.
The four tabs#
| Tab | What you do there |
|---|---|
| Prepare the study | The six-step checklist. Each step opens its own page with the coach. |
| Recruitment | Participants, invitations, reminders, public link and QR code, on-site invitations and quotas. |
| Interviews · N | Who has responded, key figures and whether interviews still bring new ideas. N is the number of completed interviews. |
| Results | The synthesis, the transcripts and Ask your interviews. A dot appears when new interviews have finished since the last synthesis. |
A study opens on the tab that matters for its status: Prepare the study for a draft, Interviews for an open study, Results for a closed one.
The six preparation steps#
| Step | Done when | Required |
|---|---|---|
| Describe your need | The problem is filled in and there is at least one objective | Yes |
| Prepare the questions | At least one topic is required | Yes |
| Add visuals to show | A visual is added, or you chose No visuals for this study | Optional |
| Choose who to interview | At least one recruitment method is set up: a participant added, the public link copied or turned on, or an on-site campaign created | Yes |
| Test the interview yourself | You completed at least one test interview | Optional |
| Launch the study | The study is open or closed | Yes |
Each step page has a Next step button at the bottom and a Prepare the study link at the top to return to the checklist.
Study statuses#
| Status | Who can answer | How to get there |
|---|---|---|
| Draft | Only your organisation, with test interviews | Every new study starts here. Move back to draft returns to it. |
| Open | Participants with a personal link, the public link or an on-site invitation | Open the study on the Launch step |
| Closed | Nobody. Participants see "This study has ended." | Close the study on the Launch step |
Older studies can show the status Testing. It works like Draft: only test interviews are possible.
The coach#
On every preparation step, Your coach is docked on the right. It explains the step, proposes changes you can apply in one click and answers your questions. See The research coach.