When conducting user research, it’s important to establish a repeatable process that everyone in your organization follows. Processes describe how tasks should be completed and increase your chances for a successful outcome.
It’s easier to get buy-in from stakeholders when you have a process that shows how your research will solve a problem, directly impact growth and improve customer satisfaction.
In this article, we’ll show you how to create a user research process that guides all future research projects. We’ll also walk you through the process of organizing, analyzing, and sharing research findings with stakeholders to drive action.
Benjamin Franklin once said, “If you fail to plan, you’re planning to fail”. While Benjamin Franklin wasn’t talking about UX research, the statement applies.
Many researchers fail to plan because they assume they understand user research well enough to create a budget, timeline, process, and more. They conveniently forget that planning is the cornerstone of a successful project and expertise is never enough to see anything through.
Creating a UX research plan allows you to leverage multiple perspectives from project stakeholders and teammates. Stakeholders can help you understand where techniques might not work, timelines may be too tight, or budget insufficient to execute a research project.
Research planning prevents surprises that may come up along the way. It reduces cost and helps you determine how each step of the UX research will be executed to ensure success.
In this guide, we’ll lead you through the steps of creating a UX research plan. You’ll also get a free template so you can create your first research plan immediately.
User research can easily become overwhelming for new researchers who are still learning the ropes. It’s easy to feel confused when you think of where to recruit research participants, which type of UX research method to apply, or choosing a tool to use at each stage of the UX research process.
Remote collaboration is easier with the right tools. Rather than wasting time on manual activities that won’t generate data-backed responses, UX research tools save time and ensure you’re getting feedback from your ideal audience.