Thanks for sharing, Arthuro and particularly for providing the templates. Very helpful. Can you elaborate a bit on who should be part of the workshop? Do you invite your researchers, PWDR, other stakeholders like legal or compliance or IT and UXR and UXD management? How does the audience makeup change the roadmap and how you come to consensus afterwards? Thanks so much.
Thanks so much for your comment, Aneta! I’m really glad to hear you found the templates helpful.
Great question. The invite list depends a bit on the goals for the roadmap, but here’s generally how I approach it:
Always invite: The UXR team and research/UX leadership—they’re closest to the day-to-day and long-term needs, so their input is key.
Often invite: PWDR partners who are deeply involved in research planning. They help surface what's coming up and where support or alignment is needed.
Sometimes invite: Folks from Legal, Compliance, or IT—usually when there are topics like governance, participant data, or tooling involved. For example, when exploring AI tools.
The mix of people definitely influences the conversation. A more cross-functional group can spark broader ideas or surface risks early, while a smaller UXR-focused group tends to keep things tighter and more tactical.
As for getting to consensus, I don’t aim for final decisions during the workshop itself. It’s more about gathering input and themes. Then I take that and shape a draft roadmap to share back for feedback and alignment.
Thanks for sharing, Arthuro and particularly for providing the templates. Very helpful. Can you elaborate a bit on who should be part of the workshop? Do you invite your researchers, PWDR, other stakeholders like legal or compliance or IT and UXR and UXD management? How does the audience makeup change the roadmap and how you come to consensus afterwards? Thanks so much.
Thanks so much for your comment, Aneta! I’m really glad to hear you found the templates helpful.
Great question. The invite list depends a bit on the goals for the roadmap, but here’s generally how I approach it:
Always invite: The UXR team and research/UX leadership—they’re closest to the day-to-day and long-term needs, so their input is key.
Often invite: PWDR partners who are deeply involved in research planning. They help surface what's coming up and where support or alignment is needed.
Sometimes invite: Folks from Legal, Compliance, or IT—usually when there are topics like governance, participant data, or tooling involved. For example, when exploring AI tools.
The mix of people definitely influences the conversation. A more cross-functional group can spark broader ideas or surface risks early, while a smaller UXR-focused group tends to keep things tighter and more tactical.
As for getting to consensus, I don’t aim for final decisions during the workshop itself. It’s more about gathering input and themes. Then I take that and shape a draft roadmap to share back for feedback and alignment.
Super helpful. Smart to take final decision making past the workshop.