# 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.

## D. Consent

- [ ] 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.