- After some initial desk-research, ask client for personal 1:1 briefing session with a knowledgable person who knows about the topic in focus.
- Sort out screening details with client and arrange recruitment of participants (typically handled by an agency).
- Disucss format of topic guide and whether client wants/needs to sign off discussion guide (formally or ‘casually’). If client wants to sign off topic guide, agree about date/time for sign off. For some clients, these discussion guides appear to be a sensitive issue. If client tends to be very prescriptive, clarify what client expects you to contribute with. As a rule of thumb, governmental organisations tend to be more prescriptive than commercial clients.