DIREKT Phase 1A Fieldwork Execution Checklist

A. Before recruitment

  • [ ] WORKSTREAM_LOCK.md is claimed by the active research owner.
  • [ ] Research lead and local coordinator are named privately.
  • [ ] Candidate areas and categories are defined as provisional.
  • [ ] Participant targets and diversity requirements are understood.
  • [ ] Recruitment message states that DIREKT is research, not a live service.
  • [ ] No participant is promised verification, employment, customers or payment beyond approved research compensation.
  • [ ] Consent process and private storage location are approved.
  • [ ] Research devices do not contain unnecessary production or personal data.
  • [ ] Emergency and researcher-safety contacts are available.
  • [ ] Legal questions are separated from product assumptions.

B. Recruitment controls

  • [ ] Customers include recent real hiring experience.
  • [ ] Providers span at least four candidate categories.
  • [ ] Informal and formally registered providers are both represented.
  • [ ] Fixed-premises, mobile and hybrid models are represented.
  • [ ] Recruitment is not limited to friends, technology enthusiasts or affluent central locations.
  • [ ] Participants who experienced a trust failure are included without exploiting active distress.
  • [ ] Accessibility and lower-digital-confidence participants are included where feasible.
  • [ ] Recruitment source is recorded without public personal identifiers.

C. Session preparation

  • [ ] Participant code assigned.
  • [ ] Correct guide selected.
  • [ ] Synthetic cards/prototype prepared.
  • [ ] Real personal documents are not required.
  • [ ] Note template prepared.
  • [ ] Recording is off by default.
  • [ ] Compensation terms are clear.
  • [ ] Broad area is sufficient; exact private coordinates are unnecessary.
  • [ ] Researcher knows stop conditions.
  • [ ] Voluntary participation explained.
  • [ ] Research-stage status explained.
  • [ ] Ability to skip questions explained.
  • [ ] Written-note consent obtained.
  • [ ] Recording consent separately obtained, if applicable.
  • [ ] Device-observation consent separately obtained.
  • [ ] Private document-walkthrough consent separately obtained.
  • [ ] Follow-up permission separately obtained.
  • [ ] No bundled or assumed consent.

E. During the session

  • [ ] Ask about recent real behaviour before presenting DIREKT.
  • [ ] Avoid leading questions.
  • [ ] Separate observation from interpretation.
  • [ ] Record contradictory evidence.
  • [ ] Do not photograph or copy identifying document fields.
  • [ ] Do not publish live location.
  • [ ] Do not inspect unrelated messages, contacts or financial balances.
  • [ ] Test what participants think DIREKT checked and did not check.
  • [ ] Ask what wording sounds like a guarantee.
  • [ ] Record participant terminology.
  • [ ] Stop if safety, consent or privacy becomes unclear.

F. Immediately after the session

  • [ ] Assign evidence ID.
  • [ ] Complete anonymized notes within 24 hours.
  • [ ] Remove identifying content.
  • [ ] Transfer approved source material to private storage.
  • [ ] Delete unnecessary local copies.
  • [ ] Add a RESEARCH_LOG.md entry.
  • [ ] Link affected assumptions.
  • [ ] Record new legal or authority question.
  • [ ] Record whether the instrument needs revision.
  • [ ] Escalate urgent safety or privacy issue.

G. Weekly synthesis

  • [ ] Sample targets and diversity checked.
  • [ ] Repeated findings distinguished from repeated recruitment bias.
  • [ ] Contradictions summarized.
  • [ ] Assumption statuses reviewed.
  • [ ] Pilot-area and category scorecards updated.
  • [ ] Evidence matrix updated without overstating authority access.
  • [ ] Device/location/contact findings updated.
  • [ ] Research gaps converted into next-week assignments.
  • [ ] No product code started.

H. Phase 1A closeout

  • [ ] Minimum participant targets met or justified.
  • [ ] At least two candidate pilot areas compared.
  • [ ] At least four categories researched.
  • [ ] Critical trust claims passed comprehension testing.
  • [ ] Verification operations and cost ranges documented.
  • [ ] Category evidence matrix distinguishes mandatory, optional and unavailable evidence.
  • [ ] Public/private location rules supported by evidence.
  • [ ] Android device and connectivity constraints recorded.
  • [ ] Communication and payment decision inputs recorded.
  • [ ] Legal-review questions clearly unresolved or reviewed.
  • [ ] Personas, journeys, risks and decisions updated.
  • [ ] PHASE_1A_EXIT_REVIEW.md completed.
  • [ ] Owner approval recorded before Phase 1B begins.