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User Research template for publication
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
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?
Pre-launch
50
Project management
11
Review any existing designs with UX and identify key areas
1
3
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
Review UR repository to gather and review past research and user needs and draw out key parts
1
1
List the tools to help automate tasks (eg Calendly, Signrequest) and get their logins and/or budgets
2
5
UX workflow
4
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
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
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
Update rough timeline and develop sprint-by-sprint user research plan
2
6
Research questions
7
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
Discussion guide
2
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
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
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
Debriefing and reviewing
5
Designers-Researchers debrief and review
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
Create tags
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
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
Get questions approved
4
Give list of users to person sending survey out
5
Schedule time for survey to be sent
5
Final report
30
Summary
9
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
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
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
Epics/groupings of user needs
8
3
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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