This checklist is designed for LiveShare and Interview sessions.
Use it before, during, and immediately after a live session to reduce risk, improve data quality, and keep the focus on research - not logistics.
Before the session
Study setup
Correct Round type selected (LiveShare or Interview)
Landing page / prototype URL loads correctly
Instructions and welcome message reviewed
Session length aligns with your plan and research goals
Session counting rules understood (thresholds and duration)
Technical readiness
Moderator using Chrome or Edge
Camera and microphone tested
Stable internet connection (recommended bandwidth met)
Participant readiness
Participant device requirements confirmed
App requirement explained (mobile LiveShare = Participate app)
Participant PreCheck completed (recommended for LiveShare)
Observer readiness
Observer Lobby link shared (if applicable)
Stakeholders reminded they are safely silent and invisible observers
Observer expectations set (chat for comments, have fun)
Dry run
Preview Session completed
Backup plan ready (reschedule or switch method if needed)
At session start
Participant has successfully joined
Audio is clear (no echo or feedback)
Screen is visible (LiveShare)
Observers are connected (if applicable)
Moderator opening checklist
Introduce yourself and the purpose of the session
Reassure the participant (“We’re testing the product, not you”)
Confirm permission to record
Remind participant to think out loud
During the session
Moderation
Follow the discussion guide, but stay flexible
Ask neutral, open-ended questions
Let participants explore before intervening
Gently prompt if the participant goes quiet
Observation & capture
Watch behavior, not just task completion
Capture notes in real time
Mark important moments (Eureka / notes)
Monitor observer chat for relevant prompts
Session hygiene
Avoid leading the participant
Avoid explaining or defending the design
Keep an eye on time without rushing
If something goes wrong
Participant disconnects:
Ask them to reconnect on the same device
Reconnect within the 2-hour window to avoid creating a new Session
Audio or screen issues:
Pause briefly and troubleshoot
Decide quickly whether to continue, restart, or reschedule
Prototype or site fails:
Note the issue
Adapt link if possible
Ending the session
Ask final open-ended questions
Invite any last thoughts or feedback
Thank the participant sincerely
End the session cleanly
Once ended:
the recording is immediately available
findings can be created right away
observers can continue reviewing asynchronously
Immediately after the session
Add quick clarifying notes while context is fresh
Create initial Findings from key moments
Flag sessions for follow-up if needed
Share highlights with stakeholders if appropriate