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Get to Know Intended User Needs

The second critical step is to dig deeper to understand the groups and individuals who are working on the management issue and who have some authority or motivation to act on the issue. These are your potential end users. Start by asking them to articulate the management need from their perspective. Take the time to understand their context, their priorities, and where they see the need, and opportunity, for the application of new knowledge.

You will likely find a variety of end users in a position to help address the issue, such as agencies, municipalities, Indigenous governments, and community organizations. Your outreach should seek to understand and reflect that variety of actors.

If you have a specific project idea in mind, start sharing those ideas to see who is interested, but remain open to new opportunities and new ways to frame your idea. Actively seek conversations that expand your understanding of the issue at hand.

Actively listen to end users and probe with questions

People familiar with the issue often can connect you with key potential end user groups whose members can help address the issue. Start asking questions. Here are a few prompts to guide your background research and conversations with potential end users.

Questions to help identify end users
  • What users or user groups are involved in addressing the management need?
  • What people need, or could use, new information or tools to inform their work and decisions related to the management need?
  • What is each group's role or management authority in relation to the management need?
  • What individuals could you engage to better understand each end user's role and needs?
  • What individuals, beyond immediate end users, could you engage to ensure inclusivity of perspectives and context, so that you can be fully responsive to the management need?
Questions to help understand how the project can meet end user needs
  • What problems or challenges could the project help you address?
  • What information should you have to address the management need?
  • What kinds of products, tools, or other outputs would be useful to your work?
  • Do you need information or a tool focused on a specific geographic, temporal, or other scale?
  • Do you know of opportunities for using project-generated information or tools? What barriers might you encounter in using project-generated information or tools?

  Tip: Map out the needs of potential end users

Use the template Understanding End User Needs to map out the potential end user groups and identify their challenges, interests, and needs related to the management issue. A single project probably cannot address all needs, but this tool should help you home in on a smaller set of primary users and a closely related set of challenges that a project could address.


Tool: Understanding End User Needs

The editable PDF and Word template Understanding End User Needs will help you identify potential end users involved in a management issue and then map out their specific needs for decision making context and information.

En Español: Entendiendo las Necesidades de Usuarios Finales

  Tip: Start thinking about products early in the project

In a collaborative science project, the best products are those you develop not just for your end users, but with your end users.

It takes time and resources to develop effective tools and products. This is often a highly iterative process that should occur with input from your end users. Consider developing a strategy for product development from the outset of the project.

Here are some suggestions when thinking about product development:

For more tips and resources related to communications and product development, visit the Fine-Tune the Products section.