At HelloWallet I planned a research project to better understand our users and how they manage their finances. I decided to use a combination of a diary study and in-person interviews for the research method, which would allow me to collect data on their natural usage and have an in-depth conversation.
I began by interviewing different teams within the company to hear what questions they had about our users and how research findings could potentially help them make decisions. From that exercise, I wrote the discussion guide and created individual surveys with TypeForm for the diary study.
The plan was to conduct several rounds of interviews spread out over a few months. A summary of the first round of interviews is complete and the second round is in the recruiting phase.