Quickstart guide

From Coda's very own User Research & Design team.

Alissa Doose

Crafting your own research process

Coda’s very own User Research and Design team collaborated to bring you this template. While the instructions throughout this doc help you customize your research process, this page provides user research tips to highlight the purpose of each step. Feel free to tailor this doc to define your unique research process, and reach out to our support team if you have any questions!

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`1. Study plan`⁠

Writing down project details, goals, and assumptions can help streamline the rest of your work, but using Coda has the added benefit of taking what you enter and making it referenceable everywhere else in the doc.

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`2. Question design`⁠

Structuring questions in a way that proves or disproves your team’s

assumptions⁠

can help you thoughtfully design your approach to research. This can mean the difference between high quality results, and throw-away feedback. Use this section to design your screener, your questions and your artifacts.

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`3. Team review`⁠

The best research brings your team along for the ride from the beginning. Pause between study design and execution to solicit feedback from your teammates and most invested stakeholders. Getting buy-in before you deploy a study will be the difference between head-nods at your findings and real, meaningful adoption of your insights. You can even build a simple Coda form like this one to

Invite Stakeholder Input⁠

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`4. Interviews`⁠

This is the page where the magic of turning your research plan into execution happens. When you run your interviews in here you set yourself up for smooth analysis.

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`5. Insights analysis`⁠

Analysis is made clean and centralized when all of your data is tied together. This page takes your planning and interviews and gives you space to nail your findings and get clear on your recommendations. Put the work into your analysis page to make the study findings page automatically populate with the right altitude of insights, clips and guidance for the team.

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`Study findings`⁠

The best summary reports start with a short video overview for those who are tight on time. Consider adding a 1-5 minute recording of yourself walking through this page to highlight findings. Share the page out with stakeholders and create an interactive experience to help the team internalize the findings.

A note on data inputs

As you input your data, The following sections rely on inputs from previous parts of the toolkit:

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2. Question design⁠

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4. Interviews⁠

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5. Insights analysis⁠

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Study findings⁠

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What’s Coda?

Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore.