Meaningful, actionable customer research is within reach.

The Discovery Guide is the practical foundation for any customer research project.

What is the HCD Discovery Guide?

The Discovery Guide shows you how to gather irrefutable evidence for problems everyone knows exist but can't prove - like scheduling quotas that alienate patients, or intake processes that create more work than they solve.

It gives you the exact language and frameworks to translate what you see every day into terms your leadership can't ignore.

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The HCD Discovery Guide

The HCD Discovery Guide

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How do you direct research that produces meaningful, actionable strategic insight? The HCD Discovery Guides provide a systematic investigative methodology proven across complex organizations from Conde Nast to the CDC, where research failure means millions wasted and the bugbear of strategic misalignment persists.

This guide establishes both the conceptual framework and operational protocols for Discovery research, enabling your teams to surface systemic organizational issues with evidence on which your teams can act on and that your board will sit up and listen to.

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How is the Discovery Guide better than other processes?

The HCD Discovery methodology was built over 15 years working in actual businesses and federal agencies.

From Vogue to VA, this system works. And unlike academic or consultant-led design thinking workshops that end when the sticky notes come down, this is a systematic process you can repeat, defend, and pass along to colleagues.

Why is the Discovery Guide critical to my success?

You already know what's broken and you want to start fixing it, but without evidence that speaks your organization's language and is tied to your goals, your runway is limited for this work.

With the HCD Discovery methodology you’ll gather the evidence and get the data backing to turn your expertise into organizational change that actually sticks.

How is the Discovery Guide organized?

The HCD Discovery Guide is written and organized in modular, interchangeable sections. That means your teams don’t need to read straight through or follow this Guide step-by-step, like a recipe.

Instead, the professionals in your organization use the parts of the Guide they need, while applying their own experience and SOPs to sail through the parts that are familiar.

  • Problem framing

    Find the most urgent and accurate customer and stakeholder needs and solve the right problem straight out of the gate, saving valuable time and organizational good-will.

  • Desk research guidance

    Understand how to do great desk research so you understand what qualitative and quantitative data already exists—and don’t waste time spinning your wheels.

  • Synthesis

    Analyze your quantitative and qualitative research using reliable, replicable methodology. Code your data so that others can follow your work, and find meaningful, actionable insights and opportunities for your organization.  

  • Visual aids

    • 9 process diagrams showing every step of the process, including steps that need to happen simultaneously
    • 12 human-centered illustrations showing the actions you’ll need to take to do great research
  • Clear directions

    • 24 step-by-step methods & frameworks for walking through research quickly and thoroughly.
    • 6 outlines of roles and responsibilities necessary for success
  • Step-by-step process

    • 1 brief HCD process overview
    • 54 pages showing the “why?” of HCD Discovery research
    • 92 pages showing the “how?” of HCD Discovery research

You deserve great CX and DX research.

HCD Discovery is systematic customer research.

The HCD Discovery Guide provides comprehensive customer experience research methodology for c-suite professionals leading internal and external teams.

This stakeholder research framework provides for systematic discovery. It has been used by federal agencies including the CDC and VA, as well as in private sector organizations managing complex CX initiatives.

HCD Production Guide

Get best practices for the production of your products, services, programs, and systems, including prototyping, testing with customers, and iteration.

Get the Production Guide