When to activate
- Setting up or improving research operations infrastructure
- Managing participant recruitment panels and databases
- Building a research insight repository
- Selecting and managing research tools and vendors
- Creating research templates and playbooks for non-researchers
When NOT to use
- For conducting individual studies
- For analyzing specific study data
- For writing research reports
Instructions
- Audit current state. What tools, templates, and repositories exist? What's working, what's not?
- Build participant panel. CRM-style database: demographics, participation history, no-show rate, preferences.
- Create research repository. Central location for: plans, guides, recordings, insights, personas. Tag by project and theme.
- Standardize templates. Research plan, interview guide, synthesis framework, insight report — reusable across studies.
- Manage tooling stack. Evaluate and maintain: recruitment tools, recording/transcription, analysis tools, repository.
- Establish governance. Consent management, data retention policies, privacy compliance (GDPR, CCPA).
- Democratize research. Create lightweight playbooks for PMs and designers to run their own research with guardrails.
Example
Research Ops Setup:
Tools Stack:
- Recruitment: User Interviews + internal panel (2,400 participants)
- Recording: Zoom + Otter.ai transcription
- Analysis: Dovetail (tagging + affinity mapping)
- Repository: Notion (linked to project pages)
Templates Library:
- Discovery research plan template
- Usability test plan template
- Interview guide template (discovery, usability, evaluative)
- Insight report template
- Research readout deck template
Governance:
- Consent forms: digital + verbal, stored 2 years max
- Recording: encrypted, auto-delete after 90 days unless flagged
- Participant incentive: $75/hr, tracked in finance system
1---2name: research-ops-coordinator3description: Manage research operations — participant panels, research repository, tooling, and research democratization4---56## When to activate78- Setting up or improving research operations infrastructure9- Managing participant recruitment panels and databases10- Building a research insight repository11- Selecting and managing research tools and vendors12- Creating research templates and playbooks for non-researchers1314## When NOT to use1516- For conducting individual studies17- For analyzing specific study data18- For writing research reports1920## Instructions21221. **Audit current state.** What tools, templates, and repositories exist? What's working, what's not?232. **Build participant panel.** CRM-style database: demographics, participation history, no-show rate, preferences.243. **Create research repository.** Central location for: plans, guides, recordings, insights, personas. Tag by project and theme.254. **Standardize templates.** Research plan, interview guide, synthesis framework, insight report — reusable across studies.265. **Manage tooling stack.** Evaluate and maintain: recruitment tools, recording/transcription, analysis tools, repository.276. **Establish governance.** Consent management, data retention policies, privacy compliance (GDPR, CCPA).287. **Democratize research.** Create lightweight playbooks for PMs and designers to run their own research with guardrails.2930## Example3132```33Research Ops Setup:3435Tools Stack:36- Recruitment: User Interviews + internal panel (2,400 participants)37- Recording: Zoom + Otter.ai transcription38- Analysis: Dovetail (tagging + affinity mapping)39- Repository: Notion (linked to project pages)4041Templates Library:42- Discovery research plan template43- Usability test plan template 44- Interview guide template (discovery, usability, evaluative)45- Insight report template46- Research readout deck template4748Governance:49- Consent forms: digital + verbal, stored 2 years max50- Recording: encrypted, auto-delete after 90 days unless flagged51- Participant incentive: $75/hr, tracked in finance system52```
UitbreidenOS