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TBI cycle template

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Team-Based Inquiry template worksheet

This template is drawn from the template used in the Mingei project, which in turn was drawn from the NISENetwork Question worksheet.

Tips for using this worksheet:

  • Update the worksheet as you go so that it is a living document. 

  • We recommend that you save it as a document that everyone can access and update (e.g. in Microsoft teams or Google Drive). 

  • Download and store a completed copy of the template once you are finished. 

Step 1: Question

Date: 

Initials of the person completing the form: 

What is your question? 

Checklist for your question ✔️

  • Are you only asking one question (not multiple questions at once)?

  • Do you know the answer to the question? If yes, try again!

  • This is not a question that you ask the participant, but a broader research question.

  • Does everyone who needs to understand your question and why you are asking it?

  • Can you answer your question in the timeframe available and with the resources you have?

  • Does your question lead to information that you can act on, that is to say, improvements that you can embed? 

  • Does it relate to impact assessment or the activities you were analysing, or both?  

Why is this question important?

What changes might you introduce if you have the answer to this question?

Step 2: Investigate

Date: 

Initials of the person completing the form: 

What data will help you answer this question?

How will you collect data or do you already have access to this data?

  • Is the data already available? 

  • Do you have to collect more data?

  • How can you collect data from those who are involved? 

What sort of sample can you collect? 

Are there any limitations to your data collection approach? If yes, then list them here. 

Checklist for your investigate stage✔️

  • Will your investigate stage answer your question? 

  • Have you thought about how to ethically and legally work with anyone you survey and with the data you collect? 

  • Have you explained to any participants why you are collecting data and what you will do with it?

  • Can you streamline your plan at all? 

  • Have you explored other creative ways to collect the data you need?

Step 3: Reflect

Date: 

Initials of the person completing the form: 

Who should be involved in the analysis and interpretation of the data? 

Did the data you collected answer your question? 

  • Yes

  • Partly

  • No

What are your key findings? 

Please share a summary - you can link to a longer report, if needed.

Where is your data (and analysis saved)? 

Always make a back-up! 

Was there anything unexpected in the data? 

This could be that there was something you didn’t expect; or that something you expected was missing. What does this tell you? 

If you could do Step 2 (investigate) and Step 3 (reflect) again, is there anything that you would do differently? 

Do you have any ideas for future TBI cycles? If yes, keep them here. 

Step 4.1: Improve

Date: 

Initials of the person completing the form: 

Summarise the improvements that you intend to implement to your future impact assessment approaches. How would you prioritise these?

  • What is most urgent? 

  • What is most important? 

  • What is easiest or hardest to implement? 

  1.  

  2.  

  3.  

  4.  …

Summarise the improvements that you intend to implement to your future digital heritage activities. How would you prioritise these?

  • What is most urgent? 

  • What is most important? 

  • What is easiest or hardest to implement? 

  1.  

  2.  

  3.  …

To help you prioritise, you could use the following matrix (e.g. on Jamboard or on a Miro board, or on a piece of paper). You can change the descriptions in each part of the matrix (e.g. replacing important with urgent). 

Most easy

Most difficult

Most important

Least important

Step 4.2: Improve (review point)

Date: 

Initials of the person completing the form: 

Coming back to your list of improvements after a period of time will help you evaluate what you have already implemented and what improvements are still outstanding. 

What improvements have you implemented? 

What improvements are still outstanding, and why? 

What are your next steps (if any) to fully exploit the recommendations of this TBI cycle? 

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