Naming and identifying research documents

It’s important that team members and stakeholders know they have the right research plan, discussion guide or other research document.

So we give our documents consistent file names like:

• YYYY MM DD - TYPE - CLIENT - PROJECT - RESEARCH ACTIVITY (if needed for clarity)

For example:

• 2019 10 01 - Research plan - Southwark - Affordable homes monitoring alpha

And a consistent front cover with:

• Client and dxw logos
• Client and project names
• Document type
• Date
• Main contact (who wrote it)

For example:

• Southwark Council
• Affordable homes monitoring alpha
• User research plan
• (Draft)
• 1 October 2019
• John Waterworth

Last updated: 9 May 2023 (history)