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User Research template for publication
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Gallery
User Research template for publication
User Research template for publication
User research checklist
Project planning lookup tables
Project - overview, goals and purpose
Project scope
Problem statement
Project goals
User research cadence
Tasks
Add a new task
Important links
Useful emails and meetings
Untitled
Team and key contacts
Previous research
Tools, consent forms, email templates
Tools
Consent forms and ethic statements
Email templates
Sign up to user research template
User panel
User recruitment strategy
Sign up forms for user research
For user researcher to enter
To share with users
Who we've spoken to
No shows
User map
User panel lookup tables
User research & interview questions
Hypotheses and research questions
Questions grouped
Questions lookup tables
Interviews
All user interviews
Interview searcher
Original interview documents from client
Interview analysis
Tagged interview comments
Answer categories
Sorted Answer categories
Insight searcher
Highlights from comments and charts of tags
Cards for tagging
Interview findings
Surveys & Quantitive data
Survey design
Survey results
Outputs
Personas
Previous personas
Journey map
Journey stages
Research questions and observations
Sitemaps for web projects
User needs & Pain points
User needs reviewer
Pain points
User needs backend tables
Insights
Overall finding
Findings mapped to journey stage
User research checklist
A way to plan user research - focus is mainly on interviews but can be adapted and used with other tools such as Miro
Jonathan Richardson
Project planning lookup tables
This assumes a 16 week project (8 sprints) with 2 week sprints
Project workflow and planning
Project workflow and planning
Planning stage
Category
Task
Sprint it should be done in
Sprint day (out of 10)
Sprint actually done in
Assigned to
Done?
Planning stage
Category
Task
Sprint it should be done in
Sprint day (out of 10)
Sprint actually done in
Assigned to
Done?
Pre-launch
50
Project management
11
Learn who the project management team are (delivery manager, product owner, key stakeholders and their RACI)
1
1
Define the UX capabilities (number of researchers, designers and business analysts)
1
1
Define the Developer resources
1
1
Define SMEs and their RACI
1
1
Define success and what is out of scope
1
2
Review the project goals and how UR will help achieve them
1
2
Define what, if any analytics, are available and from whom (contact relevant people)
1
3
Review any existing designs with UX and identify key areas
1
3
Define tools for conducting research (eg Lookback)
1
3
Have a plan to reach the next stage/MVP
1
5
Create project planning board and enter key dates
2
6
Desk research
7
Request any previous research or other documents
1
1
Search for past research on Sharepoint etc and enter it where appropriate
1
1
Search for past user needs on Sharepoint etc and enter into user needs table
1
1
Find any existing contact list of users
1
1
Review UR repository to gather and review past research and user needs and draw out key parts
1
1
Review hypotheses to answer from previous research and add as needed
1
3
List the tools to help automate tasks (eg Calendly, Signrequest) and get their logins and/or budgets
2
5
UX workflow
4
Define design-research workflow and process
1
3
Define system for designs to be tested (eg Figma)
1
3
Define the Developer-UX workflow process and time scales needed
1
4
Meet Designers to define how prototypes will be tested, stored and iterated (platform, process)
1
4
Recruitment
10
Plan for including accessibility research from the start
1
4
User recruitment plan/strategy
1
4
Confirm what user types - the details of users you need to collect (eg age, education level, location, experience, confidence)
1
5
Set reminders for deleting personal data
1
6
Define incentives and set budget for testing, incentives and software
2
6
Create email templates for users (recruitment/ask to interview/follow ups)
2
7
Share sign up form with users
2
7
Create interview invite template (wording and standard invitees)
2
7
Clean up/review user list
2
10
Assign unique IDs to user list (should be automated)
2
10
Ethics
4
Ethics heads up - let them know that we plan new research
1
3
Review consent form and update
1
4
Apply for Ethics approval
1
5
Update Ethics approval as needed
2
7
Sprint planning
4
Define rough timeline
and enter key events into backlog
1
3
Plan interview and debrief cadence (1 week research/1 week review)
2
5
Plan for how rounds of research needed and the focus of each
2
6
Update rough timeline and develop sprint-by-sprint user research plan
2
6
Research questions
7
Confirm main research questions to answer
1
5
Knowns/unknowns/unknown-unknowns session
1
5
Confirm users in and out of scope
1
5
Confirm main user research goal(s) and hypotheses
1
5
Shortlist main ways to answer research questions and with whom (interviews, surveys)
1
5
Review how you will analyse each method (eg usability test, analytics)
1
5
Create problem statement
2
6
Discussion guide
2
Review user research questions and create first draft of discussion guide
2
7
Team agreement on plan and discussion guide
2
8
Interviews
1
Notify team of interview schedule and how you will give a heads up each day
2
9
Research sprint
18
Recruitment
4
Email target users
2
If too many users, sift those to interview
3
Recruit more if needed
3
Send out invites and consent forms
3
User Experience team planning
1
Create board/template that will be used to record answers and observations
1
Sprint planning
5
Plan the 10 days of the sprint, break down each day
1
Design how many and which research questions you'll answer each sprint and number of users needed
1
Identify user types to target to answer research questions
1
Agree on sprint plan as UX and share plan with team for input
2
Define interview schedule
2
Interviews
1
Carry out interviews/exercises/tasks
4
Analysis
2
Interview initial analysis
6
Review research questions and mark those answered (or a good enough answer)
7
Debriefing and reviewing
5
Designers-Researchers debrief and review
7
Summary of findings with team report
7
Update team on findings as appropriate depending on team input
7
Prepare show and tell
8
Show and Tell
10
Analysis & Planning sprint
21
Interviews
6
Analysis of interviews
1
Tag interviews
1
Create tags
1
Enter transcripts into analysis location
1
Confirm/Assign metadata to transcripts (user ID etc)
1
Group tags and categorise
2
Debriefing and reviewing
2
Prepare show and tell
8
Show and Tell
10
Surveys
13
Define users to target
1
Get agreement from stakeholders for survey
2
Draft email to respondents
2
Get email to respondents approved
2
Define incentives for survey and get approval
2
Define purpose of survey/research questions it will answer
2
Get any images/tasks defined and created for survey
3
Create questions
3
Get questions approved
4
Give list of users to person sending survey out
5
Schedule time for survey to be sent
5
Analyse responses
7
Summarise survey findings
8
Final report
30
Summary
9
User needs - create, review and update
8
1
Reasoning for changes and updates
8
1
Personas create/update
8
3
Segmentation of users and by prime factors (eg motivation/attitude/goals)
8
4
Executive summary
8
8
Final show and tell
8
9
Update UR repository and User Needs repository
8
9
List of remaining questions to answer in future UR
8
9
User journey (high level and summarised)
8
10
About the user research
4
What the research goal was and research questions
8
1
Your research plan/strategy and how you executed it
8
1
Who you spoke to and why (users in and out of scope)
8
1
Research methods used
8
1
What you found
3
Top level findings
8
2
Break down the findings and the evidence for them
8
2
What you're not confident about/needs more evidence
8
2
User outputs
6
Research questions and summary of answers to them
8
2
User needs - create/update
8
3
Epics/groupings of user needs
8
3
Personas - create/update and why
8
5
Segmentation of users
8
5
Any other way of grouping the users based on findings
8
5
Recommendations
5
How it affects the next steps
8
7
Research priorities for next phase
8
7
Research gaps and how you'll fill them
8
7
Prioritised user needs next stage to fill
8
7
Rough overview of how research would be carried out
8
7
Links
3
Evidence (transcripts, audio, all anonymised)
8
9
User needs spreadsheet
8
9
Relevant documents
8
9
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