Economic Democracy in Action · Shared Toolkit

The Researcher's Toolkit

How to investigate a real issue — by talking to real people, gathering real data, and weighing real evidence. Learn it once; use it in every project.

You are not writing a report from what you already know. You are finding out something true about a real issue in your community.

Every Civic Lab asks you to investigate a live, contested economic decision — and to take a position you can actually defend. This toolkit gives you the methods to do that. Every skill here transfers: once you can run an interview about food prices, you can run one about anything.

What's Inside

  1. Conducting an Informational Interview
  2. Designing and Running a Survey
  3. Doing a Field Study
  4. Reading Public Data
  5. Evaluating a Source
  6. Using AI in Your Research
  7. Synthesizing & Taking a Position
Skill One

Conducting an Informational Interview

An informational interview is a conversation where you learn from someone with direct experience. It's the single most powerful research tool you have, because it gets you something no article can: a real person's reasoning, in their own words.

Before the interview

Asking good questions

The difference between a question that opens someone up and one that shuts them down is whether you're leading them to an answer:

Leading"Don't you think the city store will hurt your business?"
Open"How do you think the new city store will affect your business?"

During & after

Get the printable instrument
Use the Interview Guide — the question bank and protocol built for the Hunts Point food lab.
Skill Two

Designing and Running a Survey

A survey gathers information from many people, so you can see patterns a single interview can't.

Writing good questions

Running it well

Report Honestly
Say how many people you asked and who they were. Report results you didn't expect. Never claim your sample speaks for everyone — say what it does and doesn't show.
Get the printable instrument
Use the Community Survey — designed for residents of Hunts Point, ready to administer in the field.
Skill Three

Doing a Field Study

A field study is hands-on observation and measurement in the real world. For economic issues, the most powerful one is a price-and-access study.

A price comparison

A neighborhood food-asset map

Record honestly. Photograph your data sheet, note the date and time, write down anything unusual. Your data is only as good as your honesty about how you got it.

Get the printable instruments
Use the Price Comparison data sheet and the Asset Map worksheet — built for the South Bronx food lab.
Skill Four

Reading Public Data

You don't need to be a statistician. You need to find a few real numbers and understand what they mean.

Skill Five

Evaluating a Source

Not all sources are the same — and that's okay. You just have to know what you're holding.

The Steelman Test
A truly strong investigation cites the best version of each side, not the weakest. Go find the smartest person who disagrees with you, and read them carefully.
Skill Six

Using AI in Your Research

You are living through a shift your grandparents can't imagine: getting information is now almost free. Ask an AI the right question and you'll get an answer in seconds. That's real, and you should use it.

But the shift reveals something. If everyone can get the information, the information isn't where the value is anymore. The hard parts — the parts that are now more valuable — are the human ones: knowing whether an answer is true, understanding what it means, and using it well. AI is great at the easy part and bad at the hard part.

What AI is genuinely good for

What AI cannot be trusted to do

The Rule: Verify Everything That Matters
Treat every AI claim as something to check, not something to cite.
  1. Use AI to get oriented and find leads.
  2. Ask it for its sources — then go read the actual sources. If it can't give a real, findable one, treat the claim as unconfirmed.
  3. Confirm any number, date, name, or quote against a primary source before you use it.
  4. Confirm anything local or current with your own fieldwork or recent news.

When AI gives you a fact, ask: "How would I prove this to someone who didn't believe it?" If your only answer is "the AI said so," you don't have it yet.

Why this matters more than it looks

Let's be honest about what AI is: a tool, like a calculator or a computer. It handles the mechanical layer — getting information, basic writing, organizing what's already known. Using it for that isn't cheating, any more than using a calculator for arithmetic is cheating. There's a lot of anxiety about AI right now because it's new, and that will fade the way it faded for the calculator and the spreadsheet. Let it. Use the tool.

But notice exactly where the tool stops being a tool.

Getting information is mechanical. Deciding what to do is not. Every real decision in this course — should the city build the store, what should we do about food access — involves tradeoffs with no right answer. Someone gains, someone loses, values collide, and a human has to weigh them. No calculation resolves it, because it isn't a math problem. It's a judgment — and a judgment is an expression of what you value.

Hold onto this for the rest of your life: decision-making is sovereign to humans. Not because machines aren't smart enough yet, but because a decision among tradeoffs is a values question, and your values are yours. Hand that to a machine — especially one owned by a distant company whose values you've never examined — and you haven't saved effort. You've given away your agency. You've let a platform you don't control decide what matters.

And that road has no prosperity at the end of it. A person — or a community — that surrenders its economic decisions to distant systems doesn't get richer or freer. It gets dependent. This entire course is about the opposite: building the judgment to make your own economic decisions, and the power to make them count.

Skill Seven

Synthesizing & Taking a Position

This is where your research becomes a stance.

  1. Lay out what you found — across interviews, survey, field study, and sources. Where do they agree? Where do they conflict?
  2. State the strongest case for the side you reject. If you can't do this fairly, you don't understand the issue yet.
  3. Take your position — and show how your evidence supports it.
  4. Name what it costs. Every real choice gives something up. Say what yours does, and argue it's worth it anyway.
  5. Surface what you still don't know. Naming the open questions is a sign of strength, not weakness.
The Goal
The goal is not to be certain. It is to be defensible — to hold a position you earned by understanding every side, backed by evidence you gathered yourself.
Get the printable instrument
Use the Position & Reform Test — the summative worksheet that walks you from evidence to a defended position to the reform test.