UX Research Study

Streamline your UX research process from initial planning to insightful reporting, ensuring impactful user-centered design outcomes for your clients.

This reusable ProcessKit template contains 6 steps and 38 blocks. Adapt it to your team’s policies, responsibilities, and tools.

Template categories

What’s included

Define Research Goals & Scope

  • Overview
  • Client Project Name
  • Research Lead
  • Primary Research Objectives
  • Project Scope Document Upload
  • Initial Stakeholder Interview Notes

Design Research Methodology

  • Overview
  • Research Method Type
  • Target Participant Demographics
  • Interview/Test Protocol Draft
  • Research Tools Selected
  • Estimated Research Timeline (Weeks)

Recruit Participants

  • Overview
  • Recruitment Screener Draft
  • Recruitment Platform/Method
  • Number of Participants Required
  • Participant Incentive Amount
  • Recruitment Start Date
  • Recruitment Completion Task

Conduct Research Sessions

  • Overview
  • Prepare Session Environment
  • Session Schedule Overview
  • Record All Sessions (Consent Obtained)
  • Upload Session Recordings/Notes
  • Debrief Notes After Each Session

Synthesize Findings & Report

  • Overview
  • Data Transcription/Annotation Complete
  • Affinity Mapping/Thematic Analysis
  • Key Findings Identified
  • Research Report Draft
  • Report Reviewer Assignment
  • Final Research Report

Present & Iterate

  • Overview
  • Presentation Deck Prepared
  • Stakeholder Presentation Date
  • Stakeholder Feedback Collected
  • Actionable Recommendations Defined
  • Next Steps for Design/Development

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