Planning Investigations

Author

Leon Yin

Published

August 13, 2023

Modified

January 4, 2025

Investigations can get complicated and you might not know where to start.

In this section we’ll introduce you to a planning checklist that we use for our own investigations.

The checklist will help you choose an accountability angle, identify tangible harms, and form a testable hypothesis.

Most importantly, the checklist covers questions you’ll need to answer in order to develop a defensible methodology and a bullet-proof story.

Your readers and future self will thank you for being forthright about your investigation’s vulnerabilities. Moreover, you’ll get a sense of the experiment’s feasibility before you invest too much time into it.

Although grim, the checklist can help expedite the decision to kill a story. Killing a story is a difficult process– there’s even a podcast on the topic called Killed Stories, but it’s better to catch fatal flaws and irreconcilable uncertainties early. Trust that doing this efficiently is a gift to yourself and your colleagues.

The questions in the checklist cover fundamental topics we’ll discuss throughout the practitioner’s guide such as:

  1. Data collection
  2. Quick viability tests
  3. Classification
  4. Limitations
  5. Communicating findings for a general audience

You won’t need to fill out a checklist for every story, but it is super helpful for projects with original data collection and/or analysis.

Lastly, view the checklist is a starting point. Add and edit questions with your team to assure you can publish your findings with certainty.

Good luck.