UX Research Template

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UX Research Template

UX Research Guide [+Templates]

Plan user research, find participants, interview, report on your findings.

John Scrugham

Jocelyn Chuang

Theo Shure

The research process generates a ton of assets, data, and artifacts. It's a lot of work to organize assets and data to make sure rich details are captured, so that we can provide confident insights to our teams.

What is UX research?

UX research or user experience research, if the act of studying target users and their needs to inform the product design process. UX researchers use different research methods to identify pain points and opportunities to improve the user experience for digital products. Examples of UX research methods include conducting user interviews and usability testing.

How to improve UX research using Coda

Bringing the research process (from planning to synthesis to implications) into Coda helps us stay organized, timely, comprehensive, and collaborative so that we can focus on the insights💡.

One source of truth

Research materials (participant information, discussion guide, testing plan, past research, observation information, note-taking) can live in one place for the team to reference.

Organize as you go

Note-taking templates in Coda are structured to facilitate rapid synthesis and legibility for the project team, even if we are running interviews all day. Coda's tables let us sort our notes endlessly : such as notes by participant, by topic, by product feature, etc. We can also instantly add links (to a key term/acronym in the project or a website - so that the whole team

Enable team collaboration

Make it easy for the whole team to stay included in the research process. Help prioritize research inquiries/objectives, access / contribute to notes and implications.

Pull analysis together

After a long day of testing, we want to give the team clear answers to questions! But insights take time, and often means a week or so of processing / organizing materials, cross-referencing notes, waiting for transcripts, and rewatching videos. With Coda, research artifacts, notes and data are easy to scan and let us find confident insights quickly!

5 UX Design Research Templates

n this section, we’ll break down the 5 steps for successful UX research. Follow these steps to successfully run a UX Research Project.

1. Plan

In this step, your team should build out the high level overview and scope of this research session, including goals, timeline, and required resources.

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Plan Lay out the research goals, team, timeline, and resources⁠

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2. Find User Participants

When you are done with the planning phase, the next step should be finding users to participate in your interviews.

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Find Participants Source folks to interview and schedule their sessions⁠

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3. Schedule UX Interviews

After you have a shortlist of interviewees, you can move to the next step, which is scheduling interviews to meet with them.

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Schedule Get time on the calendar to meet with your participants⁠

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4. Run UX Interviews

Now it is all about running the interview and documenting your participants’ responses.

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Run Interviews Run the interviews and record / note⁠

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5. Report on UX research findings

Once you have completed all your interviews and compiled the research documentation, it is time to run some analysis and report on your findings.

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Report Findings Summarize the research with key interview moments, data, and learnings⁠

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UX Research FAQ

What is the role of a UX researcher?

The role of a UX researcher is to study user behavior with the goal of developing the best possible user experience for a digital product. The work that UX researchers do contribute to making websites and mobile apps as straightforward as possible for users to adopt due to intuitive design.

What are UX research methods?

Some popular UX research methods are running customer surveys, customer interviews, observing customer behavior, running control groups for usability testing, and running analysis on research results.

What are the key parts of a user research plan?

User research plans should consist of 6 key phases: defining the problem statement, stating the objectives and key results, running the research project, documenting results, analysis, and presenting findings.

What are examples of UX user interview questions?

The best UX user interview questions reveal opportunities for the UX team to develop a new feature or improve an existing design. Some examples of great user interview questions are:

Please tell me about yourself.

When did you start using [product]?

Describe your typical daily usage of the product

What are some challenges you’ve found with using the product.

What are your favorite aspect of the product?

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A few of the 25,000+ teams that 🏃‍♀️ on Coda.

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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.

Find out how to Coda-fy your rituals.

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Connect with a Rituals Architect

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