Observation: The concept dashboard says “No data available” and offers Refresh.
Concern: A person may not know whether creation worked or what they should do next.
Recommendation: Show the saved project name, confirmation, and a first-task action. Provide separate new-account, loading, error and permission states.
Confidence: Medium; test interpretation with intended users.
Prepare: confirm required fields with engineering and product. Make both the happy path and failed-create recovery work in a prototype.
Task: “You have a website refresh to organize. Set up a place to manage that work.” Avoid naming interface controls.
Observe: completion without assistance, hesitation, mistaken actions and understanding of the resulting project. Record counts with denominators.
Probe: ask what participants think was saved, whether anyone was invited, and what they would do next.
Decide: revise where observed behavior challenges the design. A small qualitative study identifies issues; it does not establish a revenue lift.
Decision and ownership
Product confirms required setup fields. Design specifies recovery and success. Engineering checks duplicate prevention and feasibility. The team schedules research and records the release decision after reviewing evidence.