Create a discussion guide

With our discussion guide feature, you can easily refer to the list of questions and notes prepared for a call. It’s particularly useful when you have to ask the same questions across multiple calls.

Use these guides to structure your research sessions and ensure that you cover all the necessary topics.

In Marvin, discussion guides are specific to a project. Select the project and click "Discussion guides" in the navigation menu.

If you haven't created any guides for the project yet, you'll see all the available Marvin templates and other options.

If the project already has discussion guides, you'll see them listed in a panel on the left. By default, Marvin will open the guide that was created most recently.

To create a new guide, you can use any of these methods:

Type your questions and notes for interviewers in a blank document. Select any text and mark it as a question by adding a "/" before it or use the question command "?/" in the toolbar. You'll also see a range of formatting options to edit your discussion guide.

Use any of the pre-set templates as your discussion guide or a first draft.

Marvin can create a discussion guide for you based on inputs you provide.

Upload an existing .docx file containing all your questions. Access the pre-pared discussion in Marvin, intact with all the existing formatting and text.

To highlight the questions, just select all of them and click the question command in the toolbar. You can also use the keyboard shortcut "Command + /". Check our video tutorial to see how to do this.

You don't have to restrict yourself to just one guide per project. Write down distinct questions and notes for different cohorts, topics, and call types.

Everyone on the Live Notes page in each call will have access to all the discussion guides in that project. Everyone on the project can view and use these guides.

If the project contains no guides, don’t worry. You’ll have an option to create one during a call as well.

Make sure that you tag participant answers to the questions during your call or while annotating the transcript. You can do this on Live Notes as well as the Annotation tool with the shortcut. Just type '/' and select the relevant question.

Having a structured guide for your research sessions helps you cover all the necessary topics and questions. This makes it easier to analyze the data later.

Next, we recommend that you add a project overview to communicate key points about your project.