> ## Documentation Index
> Fetch the complete documentation index at: https://docs.roi4srm.willowflow.group/llms.txt
> Use this file to discover all available pages before exploring further.

# Focus group plan

# Focus Group & Feedback Integration Plan (RFQ Stage 5)

**Version:** 1.0\
**Status:** Draft\
**Date:** 2025-10-10\
**Estimated Reading Time:** 30-40 minutes

***

## Table of Contents

1. [Introduction](#1-introduction)
2. [Focus Group Facilitation Plan](#2-focus-group-facilitation-plan)
3. [Participant Selection Criteria](#3-participant-selection-criteria)
4. [Feedback Collection Mechanisms](#4-feedback-collection-mechanisms)
5. [Feedback Integration Process](#5-feedback-integration-process)
6. [Success Metrics](#6-success-metrics)
7. [Timeline for Stage 5 Activities](#7-timeline-for-stage-5-activities)
8. [Stakeholder Communication Plan](#8-stakeholder-communication-plan)
9. [Documentation Update Procedures](#9-documentation-update-procedures)
10. [Appendices](#10-appendices)

***

## 1. Introduction

### 1.1 Purpose

This Focus Group & Feedback Integration Plan outlines the approach for conducting focus groups with pilot NGOs (RFQ Stage 5) and incorporating feedback into the final deliverables of the NGO SRM ROI Calculator.

**Objective:** Conduct ≥3 NGO focus groups within a 4-week window to validate calculator usability, gather actionable feedback, and integrate improvements into the Methods Note, Data Schema, Pilot Pack, and calculator implementation.

### 1.2 Scope

This plan covers:

* **Focus group facilitation:** Agendas, participant selection, logistics
* **Feedback collection:** Surveys, interviews, observation protocols, usage analytics
* **Feedback integration:** Categorization, prioritization, and incorporation into deliverables
* **Timeline:** 4-week window for focus groups + 2-week integration period
* **Stakeholder communication:** How findings will be shared with GISF, NGOs, and development team

### 1.3 Alignment with RFQ Requirements

**RFQ Stage 5:** Focus Group & Feedback Integration

**Requirements:**

* Conduct ≥3 NGO focus groups
* Mix of roles: security managers, finance staff, field operations coordinators
* Structured feedback collection mechanisms (surveys, interviews, analytics)
* Documented feedback integration process
* Timeline for activities within 4-week window
* Stakeholder communication plan

**This Plan Delivers:** All requirements above, plus success metrics, documentation update procedures, and appendices with templates.

***

## 2. Focus Group Facilitation Plan

### 2.1 Focus Group Structure

**Format:** 2-hour virtual or in-person facilitated session with 5-10 NGO participants per group

**Objectives:**

1. Validate calculator usability (can participants complete core ROI workflow independently?)
2. Assess documentation clarity (Methods Note, Data Schema, Pilot Pack)
3. Identify pain points, confusing terminology, and workflow barriers
4. Gather feature requests and enhancement ideas
5. Collect qualitative insights on calculator value and relevance

### 2.2 Focus Group Agenda (2 Hours)

| Time            | Activity                | Duration | Facilitator Actions                                                                 | Participant Actions                                                    |
| --------------- | ----------------------- | -------- | ----------------------------------------------------------------------------------- | ---------------------------------------------------------------------- |
| **00:00-00:10** | Welcome & Introductions | 10 min   | Introduce purpose, outline agenda, set expectations                                 | Introduce themselves, share role and organization                      |
| **00:10-00:25** | Calculator Demo         | 15 min   | Walk through 8-step workflow with Baseline scenario                                 | Observe demo, ask clarifying questions                                 |
| **00:25-00:55** | Hands-On Exercise       | 30 min   | Guide participants through entering their own data (or using Low-Risk scenario)     | Input data, navigate workflow, run calculation                         |
| **00:55-01:15** | Structured Discussion   | 20 min   | Facilitate discussion using Discussion Guide (Appendix A)                           | Share experiences, pain points, suggestions                            |
| **01:15-01:30** | Documentation Review    | 15 min   | Present Methods Note, Data Schema, Pilot Pack; ask targeted questions               | Review excerpts, provide feedback on clarity                           |
| **01:30-01:50** | Feature Prioritization  | 20 min   | Present P2 roadmap (scenario modeling); gather priorities                           | Rank features by importance, suggest enhancements                      |
| **01:50-02:00** | Wrap-Up & Next Steps    | 10 min   | Summarize key feedback, explain integration process, distribute post-session survey | Complete post-session survey, provide contact for follow-up interviews |

**Total:** 2 hours

### 2.3 Facilitator Roles

**Lead Facilitator (1):**

* Guides agenda, manages time, moderates discussion
* Ensures all voices heard, prevents dominant participants from monopolizing

**Note-Taker (1):**

* Documents key feedback, quotes, pain points, feature requests
* Tracks consensus themes and outlier perspectives

**Technical Support (1, optional for virtual sessions):**

* Manages screen sharing, breakout rooms, chat
* Troubleshoots technical issues (login, audio, video)

### 2.4 Materials Required

<Tabs>
  <Tab title="Pre-Session (1 Week Before)">
    **Pre-Session (1 Week Before):**

    * [ ] Participant invitation email with agenda and pre-work (Appendix B)
    * [ ] Calculator access credentials (if using shared demo instance)
    * [ ] Pre-session survey to gather participant background (Appendix C)
  </Tab>

  <Tab title="During Session">
    **During Session:**

    * [ ] Calculator demo (Baseline scenario pre-loaded)
    * [ ] Hands-on exercise dataset (Low-Risk scenario or participant's own data)
    * [ ] Discussion Guide (Appendix A)
    * [ ] Feature Prioritization Matrix (Appendix D)
  </Tab>

  <Tab title="Post-Session (Within 24 Hours)">
    **Post-Session (Within 24 Hours):**

    * [ ] Post-session survey (Appendix E)
    * [ ] Thank-you email with timeline for feedback integration
    * [ ] Optional: Follow-up interview invitation for 1:1 deep dives
  </Tab>
</Tabs>

***

## 3. Participant Selection Criteria

### 3.1 Target Participant Profile

**Roles (Mix Required Per Focus Group):**

* **Security Managers/Focal Points (40%):** Primary users responsible for security planning and budgeting
* **Finance Staff (30%):** Provide cost data, validate NPV/ROI calculations, support donor reporting
* **Field Operations Coordinators (20%):** Provide incident data, assess qualitative benefits (access, continuity)
* **Executive Leadership (10%, optional):** Validate strategic relevance and decision-making utility

**Organization Types:**

* **Small NGOs (less than 50 staff):** 1 per focus group
* **Medium NGOs (50-200 staff):** 1-2 per focus group
* **Large NGOs (>200 staff):** 1 per focus group

**Geographic Diversity:**

* **Stable Contexts (urban offices, low-risk):** 1 per focus group
* **Moderate-Risk Contexts (field operations, moderate insecurity):** 1-2 per focus group
* **High-Risk Contexts (conflict zones, high insecurity):** 1 per focus group

### 3.2 Recruitment Strategy

<Steps>
  <Step title="Phase 1: GISF Partner Outreach (Week 1)">
    **Phase 1: GISF Partner Outreach (Week 1)**

    * GISF sends invitation to member NGOs via mailing list
    * Invitation includes purpose, time commitment, and participant criteria
    * NGOs self-nominate or nominate staff members
  </Step>

  <Step title="Phase 2: Screening & Selection (Week 2)">
    **Phase 2: Screening & Selection (Week 2)**

    * Review nominations for role mix and geographic diversity
    * Confirm availability for 2-hour focus group + 1-hour follow-up
    * Send pre-session survey to gather background data
  </Step>

  <Step title="Phase 3: Confirmation & Scheduling (Week 3)">
    **Phase 3: Confirmation & Scheduling (Week 3)**

    * Confirm final participant list (5-10 per group)
    * Schedule 3 focus group sessions (spread across 2-week window)
    * Send calendar invitations with Zoom/Teams links
  </Step>
</Steps>

**Target:** ≥3 focus groups with 5-10 participants each = 15-30 total participants

### 3.3 Incentives & Commitments

**Participant Commitments:**

* Attend 2-hour focus group session
* Complete pre-session and post-session surveys (15 min each)
* Optional: Participate in 1-hour follow-up interview

**Incentives (Optional, to be determined by GISF):**

* Early access to calculator and documentation
* Recognition in final report as pilot contributors
* Certificate of participation for professional development

***

## 4. Feedback Collection Mechanisms

<AccordionGroup>
  <Accordion title="4.1 Pre-Session Survey">
    ### 4.1 Pre-Session Survey

    **Purpose:** Gather participant background and pre-existing perceptions

    **Questions (5-10 minutes):**

    1. What is your role in your organization?
    2. How familiar are you with ROI calculations? (1=Not familiar, 5=Very familiar)
    3. What challenges do you face in justifying security investments?
    4. What would make a security ROI calculator most useful for your work?
    5. Have you used similar tools before? If so, which ones?

    **Distribution:** Email link 1 week before focus group

    **Tool:** Google Forms, SurveyMonkey, or Microsoft Forms
  </Accordion>

  <Accordion title="4.2 Post-Session Survey">
    ### 4.2 Post-Session Survey

    **Purpose:** Capture structured feedback on calculator usability and documentation clarity

    **Questions (10-15 minutes):**

    **Usability (5-point Likert scale: Strongly Disagree to Strongly Agree):**

    1. The calculator workflow (8 steps) was easy to follow.
    2. The data gathering templates were helpful for preparing my inputs.
    3. The validation messages helped me correct errors.
    4. I understand how ROI, EAL, NPV, and Payback Period are calculated.
    5. The results are credible and useful for my organization.

    **Documentation Clarity:**
    6\. The Methods Note explained formulas clearly. (Yes/No/Partially)
    7\. The Data Schema helped me understand required fields. (Yes/No/Partially)
    8\. The Pilot Pack provided sufficient guidance for data preparation. (Yes/No/Partially)

    **Open-Ended:**
    9\. What aspects of the calculator worked well?
    10\. What aspects were confusing or frustrating?
    11\. How will you use the ROI results in your organization?
    12\. What improvements would make the calculator more useful?

    **Distribution:** Email link within 24 hours of focus group

    **Tool:** Google Forms, SurveyMonkey, or Microsoft Forms
  </Accordion>

  <Accordion title="4.3 Observation Protocol">
    ### 4.3 Observation Protocol

    **Purpose:** Capture behavioral insights during hands-on exercise

    **Observer Actions:**

    * Note where participants hesitate, get stuck, or ask for help
    * Record common error patterns (e.g., ARO entered as percentage instead of decimal)
    * Track time to complete each step (target: core ROI workflow in ≤30 minutes)
    * Document instances of terminology confusion or workflow navigation issues

    **Observation Template (Appendix F):**

    * Participant ID (anonymized)
    * Step where participant encountered difficulty
    * Error type (data entry, navigation, conceptual misunderstanding)
    * Resolution (self-resolved, facilitator assistance, unresolved)
  </Accordion>

  <Accordion title="4.4 Follow-Up Interviews (Optional, 1:1)">
    ### 4.4 Follow-Up Interviews (Optional, 1:1)

    **Purpose:** Deep-dive into specific feedback themes or use cases

    **Target Participants:** 3-5 participants per focus group (selected based on unique insights or role diversity)

    **Duration:** 30-60 minutes

    **Topics:**

    * Detailed walkthrough of participant's own data and results
    * Specific pain points or feature requests
    * Comparison to other tools or methodologies used
    * Long-term usage intentions and organizational adoption barriers

    **Interview Guide (Appendix G)**
  </Accordion>

  <Accordion title="4.5 Usage Analytics (If Applicable)">
    ### 4.5 Usage Analytics (If Applicable)

    **Purpose:** Quantitative data on calculator usage patterns

    **Metrics to Track:**

    * Time spent on each step
    * Number of validation errors encountered
    * Export format preferences (PDF, Excel, CSV)
    * Drop-off points (where users abandon workflow)

    **Tool:** Google Analytics, Mixpanel, or custom instrumentation

    **Privacy:** Ensure data is anonymized and complies with data protection regulations (GDPR, etc.)
  </Accordion>
</AccordionGroup>

***

## 5. Feedback Integration Process

<Steps>
  <Step title="Feedback Categorization">
    ### 5.1 Feedback Categorization

    **Step 1: Aggregate Feedback**

    * Compile survey responses, observation notes, interview transcripts
    * Consolidate usage analytics (if available)

    **Step 2: Categorize by Theme**

    | Category          | Description                                                        | Examples                                                                   |
    | ----------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------------- |
    | **Usability**     | UI/UX issues, workflow clarity, navigation                         | "Unclear how to duplicate a scenario", "Validation errors are confusing"   |
    | **Methodology**   | Formula questions, edge case handling, calculation transparency    | "Why is payback N/A?", "How is qualitative value calculated?"              |
    | **Documentation** | Template clarity, Methods Note comprehension, Pilot Pack usability | "Data Schema needs more examples", "Pilot Pack agenda is too long"         |
    | **Features**      | Requested enhancements, P2 scenario modeling priorities            | "Need sensitivity sliders", "Want to export comparison table to Excel"     |
    | **Bugs**          | Functional errors, incorrect calculations, broken links            | "Calculator crashes on large datasets", "CSV import fails for UTF-8 files" |

    **Tool:** Spreadsheet or issue tracker (GitHub Issues, Trello, Jira)
  </Step>

  <Step title="Feedback Prioritization">
    ### 5.2 Feedback Prioritization

    **Step 3: Prioritize Using MoSCoW Framework**

    | Priority             | Definition                                                   | Action                                   |
    | -------------------- | ------------------------------------------------------------ | ---------------------------------------- |
    | **Must Have**        | Blocks successful pilot completion; critical usability issue | Fix immediately (within 1 week)          |
    | **Should Have**      | Impacts multiple users; significant workflow improvement     | Address in next release (within 4 weeks) |
    | **Could Have**       | Quality-of-life improvement; nice-to-have feature            | Backlog for future (within 3 months)     |
    | **Won't Have (Now)** | Out of scope; low impact; deferred to future phase           | Document for P3 or beyond                |

    **Prioritization Criteria:**

    * **Impact:** How many users affected?
    * **Frequency:** How often does this issue occur?
    * **Severity:** Does it block task completion or just cause inconvenience?
    * **Effort:** How much time required to implement fix?
  </Step>

  <Step title="Feedback Integration Actions">
    ### 5.3 Feedback Integration Actions

    **Step 4: Assign Feedback to Deliverables**

    | Feedback Category     | Target Deliverable                                 | Responsible Party  |
    | --------------------- | -------------------------------------------------- | ------------------ |
    | Usability issues      | Calculator UI (P2 implementation)                  | Development Team   |
    | Methodology questions | Methods Note (Section 8: Edge Cases & FAQ)         | Documentation Team |
    | Template clarity      | Pilot Pack (Section 5: Data Gathering Templates)   | Documentation Team |
    | Schema questions      | Data Schema (Section 9: Error Handling & Recovery) | Documentation Team |
    | Bugs                  | Calculator Implementation (src/roi-calculator)     | Development Team   |

    **Step 5: Update Documentation**

    * Incorporate clarifications into Methods Note, Data Schema, Pilot Pack
    * Add FAQ items addressing common questions
    * Update templates based on user feedback
    * Revise example scenarios to reflect real-world use cases

    **Step 6: Track Implementation**

    * Create GitHub Issues or task tracker entries for each action item
    * Assign owners and deadlines
    * Link feedback to issues for traceability
  </Step>

  <Step title="Feedback Loop Closure">
    ### 5.4 Feedback Loop Closure

    **Step 7: Communicate Updates to Participants**

    * Email all focus group participants summarizing:
      * Top feedback themes identified
      * Actions taken or planned
      * Timeline for implementation
      * How their feedback improved the calculator

    **Step 8: Publish Release Notes**

    * Document all changes in release notes (e.g., "v1.1 Release Notes")
    * Highlight feedback-driven improvements
    * Provide links to updated documentation
  </Step>
</Steps>

***

## 6. Success Metrics

### 6.1 Focus Group Participation Metrics

| Metric                     | Target                                         | Actual | Status  |
| -------------------------- | ---------------------------------------------- | ------ | ------- |
| **Number of Focus Groups** | ≥3                                             | TBD    | Pending |
| **Total Participants**     | 15-30                                          | TBD    | Pending |
| **Role Mix**               | 40% security, 30% finance, 20% ops, 10% exec   | TBD    | Pending |
| **Geographic Diversity**   | ≥2 risk contexts per group                     | TBD    | Pending |
| **Participation Rate**     | ≥80% invited participants attend               | TBD    | Pending |
| **Survey Completion**      | ≥75% participants complete post-session survey | TBD    | Pending |

### 6.2 Feedback Quality Metrics

| Metric                          | Target                                                         | Actual | Status  |
| ------------------------------- | -------------------------------------------------------------- | ------ | ------- |
| **Actionable Feedback Items**   | ≥50 distinct items across all groups                           | TBD    | Pending |
| **Must Have Issues Identified** | ≥5 critical usability issues                                   | TBD    | Pending |
| **Feature Requests**            | ≥10 P2-relevant feature suggestions                            | TBD    | Pending |
| **Positive Feedback Ratio**     | ≥70% participants rate calculator as "useful" or "very useful" | TBD    | Pending |

### 6.3 Integration Effectiveness Metrics

| Metric                        | Target                                           | Actual | Status  |
| ----------------------------- | ------------------------------------------------ | ------ | ------- |
| **Must Have Fixes**           | 100% implemented within 1 week                   | TBD    | Pending |
| **Should Have Fixes**         | ≥80% implemented within 4 weeks                  | TBD    | Pending |
| **Documentation Updates**     | All deliverables updated within 2 weeks          | TBD    | Pending |
| **Participant Communication** | 100% participants receive feedback summary email | TBD    | Pending |

***

## 7. Timeline for Stage 5 Activities

### 7.1 Phase Timeline (6 Weeks Total)

| Phase                     | Activities                                 | Duration  | Responsible               |
| ------------------------- | ------------------------------------------ | --------- | ------------------------- |
| **Phase 1: Recruitment**  | GISF outreach, screening, selection        | Weeks 1-2 | GISF + Project Lead       |
| **Phase 2: Focus Groups** | Conduct 3 focus group sessions             | Weeks 3-4 | Facilitator Team          |
| **Phase 3: Analysis**     | Aggregate feedback, categorize, prioritize | Week 5    | Analysis Team             |
| **Phase 4: Integration**  | Update documentation, implement fixes      | Week 6    | Documentation + Dev Teams |

### 7.2 Detailed Schedule (Weeks 1-6)

<AccordionGroup>
  <Accordion title="Week 1: Recruitment Launch">
    #### Week 1: Recruitment Launch

    * **Day 1-2:** GISF sends invitation to member NGOs
    * **Day 3-5:** NGOs nominate participants
    * **Day 6-7:** Review nominations, screen for criteria
  </Accordion>

  <Accordion title="Week 2: Confirmation & Scheduling">
    #### Week 2: Confirmation & Scheduling

    * **Day 1-2:** Confirm final participant list
    * **Day 3-4:** Schedule 3 focus group sessions (spread across Weeks 3-4)
    * **Day 5:** Send pre-session survey to all participants
    * **Day 6-7:** Send calendar invitations and materials
  </Accordion>

  <Accordion title="Week 3: Focus Groups 1-2">
    #### Week 3: Focus Groups 1-2

    * **Day 1:** Focus Group 1 (5-10 participants)
    * **Day 2:** Debrief, compile notes
    * **Day 4:** Focus Group 2 (5-10 participants)
    * **Day 5:** Debrief, compile notes
  </Accordion>

  <Accordion title="Week 4: Focus Group 3 & Follow-Up Interviews">
    #### Week 4: Focus Group 3 & Follow-Up Interviews

    * **Day 1:** Focus Group 3 (5-10 participants)
    * **Day 2:** Debrief, compile notes
    * **Day 3-5:** Conduct follow-up interviews (3-5 participants)
  </Accordion>

  <Accordion title="Week 5: Feedback Analysis">
    #### Week 5: Feedback Analysis

    * **Day 1-2:** Aggregate all feedback (surveys, notes, interviews, analytics)
    * **Day 3-4:** Categorize and prioritize using MoSCoW framework
    * **Day 5:** Assign feedback to deliverables and create action items
  </Accordion>

  <Accordion title="Week 6: Integration & Communication">
    #### Week 6: Integration & Communication

    * **Day 1-3:** Update Methods Note, Data Schema, Pilot Pack based on feedback
    * **Day 4:** Implement Must Have fixes in calculator
    * **Day 5:** Draft feedback summary email and release notes
    * **Day 6:** Send feedback summary to all participants
    * **Day 7:** Publish updated documentation and release notes
  </Accordion>
</AccordionGroup>

### 7.3 Contingency Planning

**Risk:** Insufficient NGO participation (less than 15 participants)

* **Mitigation:** Extend recruitment window by 1 week; offer flexible scheduling; conduct smaller groups (3-5 participants)

**Risk:** Technical issues during virtual sessions

* **Mitigation:** Pre-test Zoom/Teams setup; provide technical support contact; record sessions for later review

**Risk:** Feedback analysis takes longer than 1 week

* **Mitigation:** Allocate 2 team members to analysis; use automated categorization tools (e.g., NVivo, Dedoose)

***

## 8. Stakeholder Communication Plan

### 8.1 Stakeholder Groups

| Stakeholder                      | Interest                                  | Communication Frequency         | Channel                        |
| -------------------------------- | ----------------------------------------- | ------------------------------- | ------------------------------ |
| **GISF Leadership**              | RFQ fulfillment, pilot success            | Weekly during focus groups      | Email updates + final report   |
| **Pilot NGO Participants**       | Feedback incorporation, calculator access | Post-session + post-integration | Email summaries + access links |
| **Development Team**             | Bug reports, feature requests             | Real-time during analysis       | GitHub Issues, Slack           |
| **Documentation Team**           | Documentation updates                     | Weekly                          | Shared document reviews        |
| **Donor/Funder (if applicable)** | Impact, methodology validation            | Milestone completion            | Formal reports                 |

### 8.2 Communication Templates

**Template 1: Weekly Update Email (to GISF)**

**Subject:** Focus Group Progress Update - Week \[X]

**Body:**

> **Status:** \[On track / Delayed / Ahead of schedule]
>
> **This Week:**
>
> * Focus Group \[N] completed with \[X] participants (\[roles])
> * Key themes emerging: \[list 3-5 themes]
> * Notable feedback: \[1-2 quotes or insights]
>
> **Next Week:**
>
> * Focus Group \[N+1] scheduled for \[date]
> * Follow-up interviews with \[X] participants
>
> **Risks/Issues:** \[None / List any concerns]
>
> **Action Required:** \[None / List if GISF assistance needed]

**Template 2: Feedback Summary Email (to Participants)**

**Subject:** Thank You - Your Feedback is Improving the NGO SRM ROI Calculator

**Body:**

> Dear \[Participant Name],
>
> Thank you for participating in the NGO SRM ROI Calculator focus group on \[date]. Your insights were invaluable in helping us improve the tool for the broader NGO community.
>
> **What We Heard:**
>
> * \[Top 3-5 feedback themes]
> * \[Notable feature requests or pain points]
>
> **Actions We're Taking:**
>
> * \[Must Have fixes implemented]
> * \[Documentation updates completed]
> * \[Features added to P2 roadmap]
>
> **Updated Materials:**
>
> * \[Links to updated Methods Note, Data Schema, Pilot Pack]
> * \[Link to release notes]
>
> **Next Steps:**
>
> * We'll keep you updated on P2 scenario modeling implementation
> * You'll receive early access to new features as they're released
>
> Thank you again for your time and expertise!
>
> Best regards,\
> \[Project Team]

**Template 3: Final Report (to GISF & Stakeholders)**

**Subject:** RFQ Stage 5 Complete - Focus Group & Feedback Integration Report

**Contents:**

1. **Executive Summary:** Participation metrics, top feedback themes, actions taken
2. **Methodology:** Focus group structure, participant selection, feedback collection
3. **Findings:** Categorized feedback with quotes and examples
4. **Integration Actions:** Documentation updates, bug fixes, feature roadmap
5. **Success Metrics:** Participation, feedback quality, integration effectiveness
6. **Recommendations:** Lessons learned, next steps for P2 implementation

***

## 9. Documentation Update Procedures

### 9.1 Version Control

**Semantic Versioning:**

* **Major (X.0):** Breaking changes, major methodology updates
* **Minor (X.Y):** Additive changes, new sections, feedback-driven enhancements
* **Patch (X.Y.Z):** Clarifications, typo fixes, no substantive changes

**Example:**

* Methods Note v1.0 (initial release) → v1.1 (post-focus group updates)

### 9.2 Change Tracking

**Change Log Format (in each document):**

| Date       | Version | Changes         | Author        |
| ---------- | ------- | --------------- | ------------- |
| 2025-10-10 | 1.0     | Initial release | Shayan Seyedi |

### 9.3 Approval Process

**Step 1: Draft Updates**

* Documentation Team drafts changes based on feedback

**Step 2: Peer Review**

* Technical Lead reviews for accuracy
* UX Lead reviews for clarity

**Step 3: Pilot Participant Validation (Optional)**

* Share updated sections with 2-3 focus group participants for validation
* Confirm updates address their feedback

**Step 4: Final Approval**

* Project Lead approves and merges to main branch
* Publish updated documentation on website/repository

**Step 5: Communication**

* Send feedback summary email to all participants
* Publish release notes

### 9.4 Archive & Traceability

**Archive Original Feedback:**

* Store survey responses, interview transcripts, observation notes in `/specs/002-close-rfq-driven/focus-groups/`
* Anonymize participant identifiers (use P1, P2, P3, etc.)

**Link Feedback to Changes:**

* Each documentation change references originating feedback (e.g., "Added FAQ item per P7 request")
* GitHub Issues link to feedback items for traceability

***

## 10. Appendices

### Appendix A: Discussion Guide

**Section 1: Calculator Usability (10 minutes)**

* What was your first impression of the calculator?
* Which steps in the workflow were easy? Which were confusing?
* Did you encounter any errors? Were error messages helpful?

**Section 2: Data Preparation (5 minutes)**

* How long did it take you to gather your data (or would it take)?
* Were the templates helpful? What would improve them?
* Did you have all the data required, or were there gaps?

**Section 3: Results Interpretation (5 minutes)**

* Do the ROI, EAL, NPV, and Payback Period results make sense?
* How would you explain these results to your executive team or donors?
* What additional metrics or breakdowns would be useful?

**Section 4: Documentation Clarity (5 minutes)**

* Did the Methods Note help you understand the calculations? (Show excerpt)
* Was the Data Schema clear about required fields? (Show excerpt)
* Would the Pilot Pack enable you to run a pilot independently? (Show excerpt)

**Section 5: Feature Priorities (5 minutes)**

* What features would make the calculator more useful for your work?
* How important is scenario comparison (baseline vs. intervention)?
* Would sensitivity analysis (testing different assumptions) be valuable?

***

### Appendix B: Participant Invitation Email

**Subject:** Invitation: NGO SRM ROI Calculator Focus Group

**Body:**

> Dear \[Participant Name],
>
> You are invited to participate in a focus group to help us improve the **NGO Security Risk Management ROI Calculator**, a new tool designed to help NGOs quantify the financial value of security investments.
>
> **Purpose:** Gather feedback on calculator usability, documentation clarity, and feature priorities to ensure the tool meets NGO practitioner needs.
>
> **Time Commitment:**
>
> * 2-hour focus group session (virtual via Zoom)
> * 15-minute pre-session survey (sent 1 week before)
> * 15-minute post-session survey (sent 24 hours after)
> * Optional: 1-hour follow-up interview
>
> **What You'll Do:**
>
> * Participate in a live demo of the calculator
> * Complete a hands-on exercise using sample or your own data
> * Share feedback on usability, clarity, and usefulness
>
> **Benefits:**
>
> * Early access to the calculator and documentation
> * Opportunity to shape the tool's future development
> * Recognition in final report as a pilot contributor
>
> **Dates:** \[List 3 available dates/times]
>
> **RSVP:** Please confirm your availability by \[date] by replying to this email.
>
> **Questions?** Contact \[Project Lead Name] at \[email].
>
> We look forward to your participation!
>
> Best regards,\
> \[GISF / Project Team]

***

### Appendix C: Pre-Session Survey

\[See Section 4.1 for full survey questions]

***

### Appendix D: Feature Prioritization Matrix

**Instructions:** Rank the following P2 features by importance (1=Most important, 5=Least important)

| Feature                                                                 | Ranking | Notes                               |
| ----------------------------------------------------------------------- | ------- | ----------------------------------- |
| Scenario comparison (baseline vs. intervention)                         | \_\_\_  | Side-by-side ROI, EAL, NPV, Payback |
| Sensitivity sliders (ARO, SLE, discount rate, qualitative proxy values) | \_\_\_  | Test how assumptions affect ROI     |
| Export comparison table to Excel                                        | \_\_\_  | For further analysis                |
| Pre-loaded example scenarios (Low-Risk, High-Risk, Conflict Zone)       | \_\_\_  | Quick start with sample data        |
| Qualitative mapping toggle (shadow-price vs. parameter-delta)           | \_\_\_  | Switch between valuation methods    |

***

### Appendix E: Post-Session Survey

\[See Section 4.2 for full survey questions]

***

### Appendix F: Observation Template

| Participant ID | Step        | Error Type                                     | Resolution                             | Time to Resolve |
| -------------- | ----------- | ---------------------------------------------- | -------------------------------------- | --------------- |
| P1             | Incidents   | ARO entered as percentage (30 instead of 0.30) | Facilitator assistance                 | 2 min           |
| P2             | Costs       | Period exceeds time horizon                    | Self-resolved after validation message | 1 min           |
| P3             | Assumptions | Confused about discount rate selection         | Facilitator explanation                | 3 min           |

***

### Appendix G: Follow-Up Interview Guide

**Section 1: Deep-Dive on Participant's Data (20 min)**

* Walk through participant's actual incident data
* Discuss ARO/SLE estimation challenges
* Review cost data and categorization

**Section 2: Results Interpretation (15 min)**

* How do results compare to expectations?
* What surprised you?
* How will you use results in your organization?

**Section 3: Feature Requests (15 min)**

* What additional features would be most valuable?
* How would you prioritize P2 scenario modeling features?
* What integrations or exports would be helpful?

**Section 4: Long-Term Adoption (10 min)**

* Will you continue using the calculator?
* What barriers to adoption exist in your organization?
* How can we support broader NGO community adoption?

***

## Document Control

**Version:** 1.0\
**Status:** Draft\
**Date:** 2025-10-10\
**Next Review:** Upon completion of focus groups (Week 6)

**Change Log:**

| Date       | Version | Changes                                                                   | Author        |
| ---------- | ------- | ------------------------------------------------------------------------- | ------------- |
| 2025-10-10 | 1.0     | Initial release - Focus Group & Feedback Integration Plan for RFQ Stage 5 | Shayan Seyedi |

**Approval Sign-Off:**

* ✅ Technical Lead - Feedback integration process validated
* ⏳ Product Owner - RFQ Stage 5 requirements fulfilled (pending review)
* ⏳ GISF Stakeholder - Focus group plan approved for execution (pending review)

***

**End of Focus Group & Feedback Integration Plan**

For calculation methodologies, see the Methods Note. For data preparation, see the Pilot Pack & Data Readiness Guide.
