USER RESEARCH A collection of questions to ask during your customer development and user research interviews. Below are tips and instructions for how you can fill out each section. Help people understand what is the bigger picture of doing this research. Step 3: Creating the Content . Word clouds wouldn’t generally be a UX document by themselves, but can be useful for communicating UX related information, such as inbound search terms, customer feedback and on-site search terms. April 26, 2018. This article addresses one key aspect of planning UX research: the one-page plan document. The idea is to use personas to predict how your users will feelabout the design. New Feature Ux Research. Documenting the technologies used and the functionality required helps ensure consensus. The site has a huge library of templates and resources, including consent forms, report templates, and sample emails. That’s why we’ve created these ux templates. Author . You will write: I list both SMEs and users to recruit for research. This is where a well-crafted research plan comes into place. Design documents should complement, not supplement, the design process. To make UX research more open and collaborative. Some examples are: That’s everything about the research plan! ... UX Design & Research Product management Project management Marketing / Sales Dev / Eng IT / TechOps HR Executive / Business Frameworks Design thinking Agile Lean SAFe. Customer profiles (template) User research report (template) – Example content for a PowerPoint presentation on your results. Albeit, sometimes I will add a simple prototype to the end of a session, but never more than two. This section helps my sanity. Below is the TEDW question method: TimelineApproximately 4–6 weeks for recruitment, qualitative research, analysis, surveying and quantitative analysis. Airtable. This means thinking about both the page design, as well as the navigational structure of the document. Style guidelines and patterns . Built with teams in mind. Older works. Alongside R&D, ongoing UX activities can make everyone’s efforts more effective and valuable. It becomes extremely disorienting for your users to test a bunch of different concepts at once. Includes examples of typical pre- and post-test questions. User research is super exciting, to me at least, and it can be really easy to get off topic during a research project. The role of case studies in your portfolio . What documents or artifacts need to be created? Oftentimes, I will gather what they are interested in, or the questions they want asked, and turn them into more unbiased alternatives. (Image: Patrick Hoesly) A word about stakeholders. It is unlikely that for most reports that you’ll find a one-size fits all format that keeps everyone in the stakeholder group happy. Image Source: Achieve Shared Understanding. Forbes. Writing Reports for UX Research. $27 $9.50 (+VAT in EU) Buy the set. Before we get to that, we’ll briefly discuss the benefits of research planning and identify the audience of a research planning document. UX Documentation: Why, What and How December 14th, 2010 . Most importantly, they allow researchers (or whoever is doing the research) to really focus, and make sure the objectives of the research plan will be answered in the most effective and efficient way possible by the end of the project. Background. We want to understand the motivations behind why our customers order dog food on this app, and on others, and to gather a deep understanding of the journey people go on from when they think of this need, to when they are feeding their dogs; 2. - - - Some notes about the UX Research Daily Recap - - - I created this template as a way to quickly communicate research results to team members and stakeholders on a daily basis. But even before that, you must know why you’re collecting data. Check out our user experience templates to easily synthesize research. All of the planning and reporting templates – includes the Keynote, Powerpoint and Google Slides versions – with all the walkthrough videos and extra content. I’ve seen this happen a lot. An open and accessible UX research system helps get everyone on board, communicating our findings clearly. Although I have a template available, I will use an example for context and to make this less abstract. Your process will vary and may include only a few things on this list during each cycle. Instantly Download Free UX Designer Resume Template, Sample & Example in Microsoft Word (DOC), Adobe Photoshop (PSD), Adobe InDesign (INDD & IDML), Apple Pages, Microsoft Publisher, Adobe Illustrator (AI) Format. Luckily, Lean UX helps you deliver a high-quality user experience without sacrificing efficiency. She does this through online and in-person courses and workshops on topics including user research, storyboarding, and rapid prototyping. 7Years. If you are interested in writing your own, feel free to use my template (updated! Continuous Ux Research. 5Activities. A user research plan is a form of documentation, which is why some people may shy away from it. A well-designed documentation template can help you lay the design foundation of your docs so you can concentrate on writing structured and concise documentation content for your users. For a while, when I first started writing these, they felt way too formal and too much like all the papers I used to write in academia. According to Smashing Magazine,you need to include activities that address business requirements, user requirements, and the best design solution to satisfy both. New feature research at Zapier. UX research templates from WeWork, Zapier and Accela. These … What decisions need to be made with the research insights? An example of a challenge might be getting users to sign up. Carrie Boyd. It shows user paths, site hierarchy/flow, basic page template designs, and calls-to-action. Templates & Downloadable Documents Filter By Tags: - Any - Accessibility Content Strategy Information Architecture Interaction Design Project Management Usability Evaluation User Interface Design User Research Visual Design Web Analytics In the past, they have really acted as a North Star in my projects. Up until that point, I had not been adequately defining the design and functionality in my wireframes for our front-end and back-end developers (whom, from here on out, I will refer to as FEDs and Devs). Research plans keep everyone on track and make sure the overarching goals are well-defined and will get answered by the research. They keep the entire team aligned on the outcome, the bigger picture, instead of getting bogged down in the details, or switching the goal of the research in the middle, by mistake. Here the use of the templates and the schemes for the consistent on-page design. Lean UX and Agile environments don’t really support the concept of heavy documentation (and neither do I), but I do believe we have the duty to make our deliverables discoverable and self-explanatory for when they are needed. A list of initial hypotheses uncovered through assumption mapping workshop with stakeholders. That’s why we’ve created these ux templates. About this template: this ten-page, text-heavy template is a blueprint for a comprehensivemoderated usability testing proposal. Sarah is committed to helping people learn to think like a designer. New month, and a new issue that has kept on making its appearance on multiple discussions that I’ve been a part of. You can read more details about the redesign I wrote up on our UX team Tumblr. Method(s):20 60 minute interviews, split between: Interview guideThis is it’s own topic itself, which we will cover in a future article, but the basic premise here is to include some potential questions you would ask during the interview. This section keeps the research focused and avoid overpromising expectations. I usually tell people to form interview questions using the TEDW method, as they tend to open up conversation in an unbiased way. Schedule user tests and interviews. How will those insights be used / what decisions will be made based on those insights? ). Largely based on instinct or a few Google Analytics reports, those experiences put decision-making in a black box for me. WHY RESEARCH MATTERS Whether you work at a large company or a startup, one huge key to success is that you must talk to your customers. This doesn’t mean we can’t answer all these exciting questions, or test all these prototypes. Take a look, How to make ultra-smooth animations in Figma Motion plugin, I disguised as an Instagram UX influencer for 4 months; this is what I learned about our community, How learning UX helped me deal with my depression, I browsed through 100+ brutalist websites; here’s what I learned, What were the signals or hypotheses that led to this research? The question you probably often ask yourself, though, is “How does it all work in practice?” Image Source: The Design Process. Asking the Right User Research Questions (Template and Examples Included!) In this article, we’ll dive into this further and highlight some UX case study examples, templates, and more. Excel, Word, and Pages. In this role, personas … In layperson’s terms, that is a hundred dollars return on every dollar invested. What do we say to writing documentation? A step-by-step guide to writing a successful UX report. This UX Design Proposal Template has five sections: Introduction, Process, Timeline, Costs, & Acceptance. ... Every single template was carefully crafted by her from real-world UX research, to wireframes, to Photoshop/Sketch designs, then to the final front-end code. We originally developed this template for use in group exercises in our full-day course, DesignOps: Scaling UX Design and User Research when we took the UX Conference virtual. Available in (US) 8.5x11 inches + Bleed. Mesut, Jason. You simply cannot use standard methods to deliver UX in such a short time. Every single template was carefully crafted by her from real-world UX research, to wireframes, to Photoshop/Sketch designs, then to the final front-end code. To achieve numbers like that, UX and UI designers need to deliver consistently excellent user experiences. They require research, a comprehensive strategy, and roadmap. Research objectives, expectations, and questions always need to be crystal clear and ready to share with anyone who asks about it. This is defined by the challenges you’re dealing with in the project and what you want to improve—you should have learned about these from interviews, user testing, or visitor recordings. In case you missed it earlier, you can download this free template here: Research Plan Master Template. Not only is the UX profession in the documents game but as a UX professional you’re invariably judged by not only the quality of your work (whether it’s a design, piece of research, strategy or evaluation), but also by the quality of your documentation. Gathering this information will require you to talk to other people, like product owners, developers or designers, which I always highly recommend doing. Also take a look at Three Ways to Improve Your Design Research with Wordle (Boxes and Arrows). Before working at Zapier, I didn't have first-hand experience with UX (user experience) research. While the traditional UX design process dictates that the IA is built after completing enough user flows; armed with plenty of user and competitive research, it can also be the first thing done… or the last. Bought by over 750 people. Learn how to build and manage powerful applications using Microsoft Azure cloud services. I t can help product managers make strategic … UX designers need to make sure stakeholders understand the needs of the product’s customers. Usability testing, personas, user interviews, UX strategy, and competitive analysis. The prototyping process often brings up information on how certain behaviors or actions should occur that would be hard to imagine from a logical or unimaginative IA. Revenue growth (through conversion optimization and providing more user values), Customer growth (through delightful user experience, new product development, or modification an existing product for a new customer segment or a new geographical market), Customer loyalty (through delightful user experience, innovation), Efficiency (by prioritizing the right product and features to build, streamlining process, improve experience in internal software). Easily Editable & … Also, please refer to the individual usage policy for each template. Multi-pack: buy 6 templates & save 65%! Many people don’t see the importance of archiving what transpired during a project. Invite team members and collaborate in real time. Some of these date back to the mid-2000s, and I would probably do things a lot differently now. Example UX … Research plans are something I absolutely swear by. I frequently use the following business objectives where design and research can play a critical role: List all the methods you will use, including both secondary and primary research. Custom-made based on the experience of the UXPin product team. User ecosystem map outlining who interact with and influence users, Highlights of meeting notes (any noteworthy discussion, consideration etc. We are interested in learning how customers currently use our product, and any pain points or problems they are experiencing, Stakeholders involved:Retention team: product owner(s), designer(s), developer(s)Acquisition team: product owner(s), designer(s), developer(s). Recruit Research Hub Pricing Partners (UXR Flex Stack) Roadmap GDPR. I have watched researchers try to mash too many things together at once and the results are confusing, at best. It typically goes something like this: Find users to talk to. Either that, or they treat the documentation process as a simple compilation of all the deliverables generated. Style specifications – concerning colors, images, and other content – should … 1. All templates … We want to make sure we are actually answering the questions we set out to uncover, and research plans enable us to do so. In the appendix, I include information that has been discussed prior to creating the research plan. About this template: this ten-page, text-heavy template is a blueprint for a comprehensivemoderated usability testing proposal. POPULAR. If your stakeholders aren’t familiar with different methods, you can include one to two sentences explain what the method is and its purpose. This section summarizes all the conversations you have had with the team leading to why this research was initiated. Soon enough, your generative research hour-long session has turned into a mash-up of different subjects and Invision links. Business objectives (optional, but recommended) — this is where you can discuss what business KPIs might be impacted through this research project, such as revenue, retention, acquisition, etc. Templates & Downloadable Documents Filter By Tags: - Any - Accessibility Content Strategy Information Architecture Interaction Design Project Management Usability Evaluation User Interface Design User Research Visual Design Web Analytics Usually, I don’t have more than a few sentences or bullet points for each section. What qualitative and quantitative information about users will be collected? Good UX design documentation is data informed. I teach an Introduction to User Research Course and am available for one-on-one mentoring. It has been a wonderful way to evangelize research throughout the company, and get people really thinking about user research. The demand for UX has become clear as organisations rush to create products that put client needs before business needs. If your project involves several quite dis… Personas and UX Research Reports. Instantly Download Research Templates, Samples & Examples in Adobe PDF, Microsoft Word (DOC), Adobe Photoshop (PSD), Microsoft Excel (XLS), Google Docs, Microsoft PowerPoint (PPT), Apple (MAC) Pages, Google Sheets (Spreadsheets), Apple (MAC) Numbers , Adobe Illustrator (AI), Apple (MAC) Keynote, Google Slides. Take a look, How to make ultra-smooth animations in Figma Motion plugin, I disguised as an Instagram UX influencer for 4 months; this is what I learned about our community, How learning UX helped me deal with my depression, Background — a few sentences on what the research is about and why it is happening, which helps get people on the same page as to, Stakeholders involved — the relevant internal team members who will be impacted by this research, and, potentially, the teams that initially came up with the research initiative, Research objectives — what the teams want to learn from the research, or what they would like the outcomes to be. At the start of a new project or initiative, you find … The most-frequently used methods are shown in bold. Available in A4 & US, Quickly Customize. The keyword here is “activitie… I never really understood the "why" behind design … Participants — who are the participants you are targeting for this particular project, such as demographics, geography, non-users versus users, Interview guide — a cheat sheet containing topics/questions to follow during the interview, UX Metrics (more applicable for usability tests) — what criteria would determine success, such as time on task or task success for a usability test, Timeline — a general overview of how long the research will take, Usability discovery (‘walk the store’) sessions, Post-qualitative surveys on importance of features and concepts found in qualitative data, Discover people’s end-to-end journey when considering, purchasing and using dog food, Uncover the current process people undergo when considering, purchasing and using dog food on this particular app, Identify the competitive landscape of what additional products customers are currently using, and why, Evaluate the current product, and any immediate pain points, or bugs, customers are facing, Customer satisfaction rate (measured by: System Usability Scale), Evaluation and decrease in the amount of bugs found in the product, UX improvements for pain points, including potential prototypes which should be user tested, Personas and customer journey maps (even if wireframes). Published on. Utilize our 54,000+ hours of UX research to improve your Product Page user experience and to document your UX … We print it out on a large-format printer to keep everyone clear on where we're headed. Get full access to all our Product Page E-Commerce UX research reports, benchmarks, and page designs previewed here, along with our complete 700+ guidelines for Homepage & Category Navigation, Search, Product Listing, Checkout, Accounts & Self-Service, and Mobile E-Commerce. any solution ideas, research, analysis of ROI…. Before we dive into the anatomy of a case study, it’s important to understand the role of case studies in your online portfolio and where they fit in. Before working at Zapier, I didn't have first-hand experience with UX (user experience) research. Download TemplatesWorks with Excel, Word, Pages. Everything we produce can be considered documentation: research findings, persona sheets, workshop outcomes, sketches, internal feedback, user test results, Trello cards with interaction notes, … and the list goes on. Author ... Development decisions are often made based upon previous documentation and research. Not only is the UX profession in the documents game but as a UX professional you’re invariably judged by not only the quality of your work (whether it’s a design, piece of research, strategy or evaluation), but also by the quality of your documentation. At my most recent position, I have been encouraging product owners to structure a draft of their own research plans before they come to me, which really prompts them to think about the questions they want to be answered, and the expected (or desired outcome). Use our visual product backlog template to track your progress. What needs to be validated or explored? In this piece, we’ll explain how to approach UX documentation as a strategic exercise. To ensure the product meets users’ needs, it needs to be understood, captured, and agreed upon. She is a contributing author to InVision, UX Magazine, UX Mastery, UX Matters, and has been published in the New York Times. When your team is developing a variety of projects at the same time, traditional UX methods often won’t work. Let’s call them deliverables. Build new feature. If you want to draw inspiration from multiple people, here are other UX plan templates I’ve found: User research plans: who cares and how to write one [with template], The UX Research Plan That Stakeholders Love, A weekly, ad-free newsletter that helps designers stay in the know, be productive, and think more critically about their work. I have been writing them for years and, at this point, I don’t think I could actually start a project without first creating a research plan (that may be a slight exaggeration, but it is mostly true). Get documentation, example code, tutorials, and more. Say you start a 3 week project with the intention to better understand your users through generative/discovery research and, suddenly, two weeks in, you realize the majority of the time is spent asking questions that the team is interested in and tacking on prototypes to the end of these sessions. Note that while it can be helpful to leverage the work of others, these UX templates are tools to help you structure your thinking, not a substitute for research, testing, or creativity. Creating personas to encapsulate and communicate user behavior patterns and conducting user research are tried-and-true ways to do it. Tried-and-tested templates for lean user research – save time on your planning and reporting. What metrics are your business stakeholders or product teams trying to enhance? Tweet . Instantly Download Research Templates, Samples & Examples in Adobe PDF, Microsoft Word (DOC), Adobe Photoshop (PSD), Microsoft Excel (XLS), Google Docs, Microsoft PowerPoint (PPT), Apple (MAC) Pages, Google Sheets (Spreadsheets), Apple (MAC) Numbers , Adobe Illustrator (AI), Apple (MAC) Keynote, Google Slides. Filling out the tokens on the right will automatically fill in key items throughout the proposal, and the table of contents on the following page allows you and your client to jump to a specific section instantly. (Graphic by Sarah Gibbons.) Before, I used to jump straight to writing questions for users and I always got overwhelmed by how much information we want to collect. , . User Experience Templates. As connected products are integrated into more aspects of our day to day lives, UX will be responsible for translating strategy into intuitive experiences. E.g. 2. We’ve gathered 7 great presentations that cover steps, guidelines and psychology of UX. Your personas (limit them to 2-5) go beyond your target demographics. Miroverse → Community Templates Gallery. 11 min read. The only time-consuming section will be the interview guide, which we will explore more. This section summarizes all the conversations you have had with the team leading to … User research report (template) – Example content for a PowerPoint presentation on your results. It might be that you can look at the same competitor sites for solutions to every challenge, in which case you should aim for at least 6 to study. It’s not about investing hours a week to cr… Free UX Process & Documentation Templates Lean and actionable. UX Documentation: Why, What and How December 14th, 2010 . Product Requirements — where do they come from, who should be responsible for them, and what role(s) … Filling out the tokens on the right will automatically fill in key items throughout the proposal, and the table of contents on the following page allows you and your client to jump to a specific section instantly. As explained in the free e-book UX Design Process Best Practices, the first stage of the process should be research, which is divided into collecting data and organizing it. A stakeholder in the UX world is a code name for the people who UX practitioners work with. User Personas are created and documented during the research stage. December 14th, 2010 . First name: … Great products are built from great plans. Check out the User Research Academy. April 26, 2018. . My stakeholders expect to hear a strong business case for every user we ask to have a research session with.