This template serves three purposes: document thinking behind research, question our research objectives and means, prepare for writing a research report. This template and its derivatives have been tested in real product teams and was used in many UX/CX studies. Let the research begin. Shall you have any question or feedback, I’d be happy to chat on LinkedIn.

Context

<aside> šŸ‘‰ In 1-2 sentences describe why this study is happening and what team/company objective it resonates with. Give links to other documents like Market studies, PRD, Prototypes and alike. This section will later make its way into research report.

</aside>

Objectives

<aside> šŸ‘‰ Specify objectives of the study. Whether they are very specific or broad depends on the type of the study. Try to keep limit objectives to 3-5 items per study to stay focused. This section will later make its way into research report.

</aside>

Hypothesis

<aside> šŸ‘‰ For problem research - in case you have a strong hypothesis please note it down. For usability testing you will normally have a list of hypothesis you want to test. This section will later make its way into research report.

</aside>

Specs

<aside> šŸ‘‰ Describe what method is being used for the study.

</aside>

Research type:

[Generative or Evaluative]

Method:

[Such as Interview, Usability test, Card sorting etc]

Participants

<aside> šŸ‘‰ Fill in information about participants including the ideal number and segment they belong to. This section will later make its way into research report.

</aside>