Customising and Using the Tools
Overview
This toolkit contains generic tools and templates. The templates will need to be customised for use with each project.
Process for customising
The following table outlines the general process required to customise the tools and templates.
| Stage | Description |
|---|---|
| 1. | Choose user groups and analysis techniques. |
| 2. | Review strengths and weakness of each method or technique. |
| 3. | Choose appropriate tools or templates. |
| 4. | Update selected templates with relevant and accurate information. |
| 5. | Add, remove or restructure questions in each template to align with project objectives. |
| 6. | Review for completeness and consistency. |
Checklist of items to be customised
Items that will need to be altered have been indicated in the template in square brackets, [].
The following items will need to be added or updated in the appropriate places to reflect the specific details of the project:
- department or agency name,
- portal name and URL,
- user group names,
- instructions and instruction lists,
- contents and topic lists,
- roles and responsibilities,
- clients or clientele,
- specific issues lists, and
- portal-specific sections or questions.
Important: This is not an exhaustive list. The research team will need to review each document carefully for errors and inconsistencies.
Items to be deleted
The following items will need to be deleted from the templates before use:
| Item | Notation in Templates |
|---|---|
| Generic labels, instructions | [], square brackets |
| Notes to portal managers and facilitators | Notes to facilitator: |
| Sample instructions for participants | sample |
Contact for information on this page: nsip@finance.gov.au