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Method and AI disclosure slide checklist

What to tell a client about how AI-moderated research was done

Checklist of what to state on a research method and AI disclosure slide, from sample and recruitment to human review and data handling.
Put this slide right after the findings, not hidden in an appendix Source: After the ICC/ESOMAR International Code (2025) and MRS and ESOMAR guidance on client data and AI

A nine-point checklist for the method and AI slide in a client research deliverable: who took part, how they were recruited, what the AI did, what the research team did, which tools were used and how personal data was handled. It follows the client transparency duties in the 2025 ICC/ESOMAR Code and MRS and ESOMAR guidance. Agencies running AI-moderated interviews in Koji can fill it in straight from the study setup and report.

Where this appears

What's in this checklist

  • Who took part: audience, screening and how many interviews
  • How they were recruited: client list, panel or open link
  • Interview mode and language: voice, text or both
  • What the AI did: moderation, follow-up probes, first-pass analysis
  • What your team did: brief design, checking every finding, the recommendation
  • Which AI tools touched the project, and at what stage
  • How personal details were removed before analysis
  • Known limits and possible biases, including any from AI
  • Where the client can see the evidence behind each finding

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Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:

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<a href="https://www.koji.so/visuals/ai-method-disclosure-slide-checklist"><img src="https://www.koji.so/visuals/ai-method-disclosure-slide-checklist/ai-method-disclosure-slide-checklist.png" alt="Checklist of what to state on a research method and AI disclosure slide, from sample and recruitment to human review and data handling." width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/ai-method-disclosure-slide-checklist">Method and AI disclosure slide checklist</a>, Koji</p>