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Research Plan

TL;DR: Provide a short summary of the goals of research.
Mani Pande
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undraw_plans_re_s9mf.svg
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Team

UXR Lead: Name
Design Lead: Name
PM Lead: Name
DS Lead: Name
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Background

Provide clear context and background about why research is needed. What are the problems that the research will solve? What business goals will the research help meet?
<Add links to any previous UX research>
<Add links to any competitive research>
<Add a link to the product PRD if available>
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Goals

Research Goals
Clearly articulate the goals of the research. Why is this research being conducted? What are the questions that research will the help answer?
Provide the research goals in a bulleted format so they are easy to read and scan.
Goal 1
Goal 2
Goal 3

Business Goals
How will this research help the business meets its goals? What Objective Key Results (OKRs) is the research related to? How will the impact of the research be measured? Do you expect to see a change in KPIs based on changes made from research?

Hypotheses
Clearly state current hypotheses that will be tested. A good way to formulate hypotheses statements is to use the Lean UX Hypothesis format.
We believe that [doing this/building this feature/creating this experience] for [these people/personas] will result in [this outcome]. We will know this is true when we see [this signal/feedback/metric].
a. Hypothesis 1
b. Hypothesis 2
c. Hypothesis 3
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Methodology

Type of Study
What research methods will you use to answer the questions? Ethnography, concept testing, usability, survey etc. Write a brief statement on why this is the best approach.
Feel free to show where the research falls in the design process. The double-diamond approach is an easy methodology to share when you are working with teams that are new or learning to work with research.

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Screenshot 2023-09-23 at 9.44.49 AM.png
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Source:
https://www.smashingmagazine.com/2020/05/research-study-double-diamond-model/
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<Add Link to Prototype or any other asset>
<Add link to Jira Story/Airtable/Any other tools>
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Research Sample
General Criteria of who are the participants who will be recruited? What will be the total sample size? Any cohorts within the sample? How many will you recruit within each cohort?
For survey research provide a detailed description of the sampling strategy. Use this
calculator
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to show your reasoning for the sample.
<Add link to the screener>
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Research Timeline
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Kickoff
Recruitment
Fieldwork
Debrief
Final readout
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Jul 2024
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Aug 2024
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Sep 2024
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Oct 2024
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Nov 2024
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Dec 2024
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Month
TodayFit
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Research Project Name
1
Title
Start
Duration
Description
1
Kickoff
9/24/2023
5 days
Kickoff with team
2
Recruitment
9/29/2023
5 days
Participant recruitment
3
Fieldwork
10/4/2023
5 days
Conducting sessions or survey in the field
4
Debrief
10/4/2023
5 days
Ongoing debrief
5
Final readout
10/23/2023
1 day
Final readout
There are no rows in this table
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There are two easy ways to show the timeline. You can use Gantt chart or table view. I am personally a fan of the Gantt chart view.
I also am a big fan of inviting team members to all the research sessions while conducting qual research and sign them up to be note takers.
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Deliverables

Set expectations early on what will be the final deliverable. Will it be a slide deck or something scrappy?
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Team
Background
Goals
Methodology
Research Timeline
Research Project Name
Deliverables
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