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Checklist

Checklist before you send a research deck

Twelve checks for a deck exported from a research tool, before it reaches a board, a client or a team

Checklist of twelve checks for an exported research deck, from matching insights to quotes and labelling quotes by role to adding a limits slide.
Run these checks on the downloaded file, not on the report, because the file is what your reader sees
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A pre-send checklist for research readout decks that were exported from a research tool rather than built by hand. It covers evidence (insights against quotes, counts and bases), privacy (role labels, identifying details), honesty about limits, cutting the deck for its reader and writing titles as findings. Use it on any exported deck before it goes to a board, a leadership review, a client or a team kickoff. In Koji, download a report as PowerPoint and work through the list on the file.

Where this appears

What's in this checklist

  • Every insight matches the quotes behind it, with a count such as 9 of 24
  • No slide ends in a cut-off sentence or a trailing ellipsis
  • The label under every quote is a role, never a name
  • Quotes contain no names, employers or other identifying details
  • A slide says who you heard from, and who you did not
  • A slide says what the study cannot show, and what would settle it
  • The interview quality figure from the report is in the deck
  • The deck is cut to the slides this reader needs, the rest in an appendix
  • Every slide title states a finding, not a topic or a question
  • The cover title says what was found
  • Every chart matches the report and every percentage shows its base
  • A link to the live report goes out with the deck

Use this image

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/exported-research-deck-pre-send-checklist"><img src="https://www.koji.so/visuals/exported-research-deck-pre-send-checklist/exported-research-deck-pre-send-checklist.png" alt="Checklist of twelve checks for an exported research deck, from matching insights to quotes and labelling quotes by role to adding a limits slide." width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/exported-research-deck-pre-send-checklist">Checklist before you send a research deck</a>, Koji</p>

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