A quick introduction to UX Research

An overview of the user research process

1. Make a plan

  • Set learning objectives — write out the high level goals for your research based on the questions you have about your users, and assumptions you have made about your solution
  • Define your audience — write out the criteria you are looking for in your participants, focused more on needs and behavioural criteria, as opposed to demographics
  • Choose a research method — based on your learning objectives and audience, determine the best method of research for your needs — interview-focused vs. screen-based, in-person vs. remote, interview vs. activity, etc.

2. Recruit participants

  • Set a budget — determine how much money you have to spend as that will inform where, who and how many participants you can recruit for your research
  • Recruit participants — reach out to existing users, or find participants with through Craigslist, depending on what type of participant you are looking for
  • Schedule sessions — book time slots with your participants and team using a shared calendar tool like Powwow. Try to book them over the course of one or two days

3. Conduct research

  • Create a discussion guide — using your list of questions and assumptions as a basis, create a list of Topics and tasks or questions for your participants to get the learnings you need
  • Run your sessions — typically 30 mins to an hour spent with each participant work through your discussion guide, and digging deeper on where you need to during the conversation
  • Identify insights, issues and important feedback — as you take notes during your sessions be sure to tag an feedback you feel could be important
  • Outline your learnings and next steps in a report — review your notes and outline the key learnings and immediate next steps that stood out for your team

4. Act on your learnings

  • Discuss learnings with your team — discuss what feedback you got and why it was happening with your team, so that everybody has a shared understanding
  • Identify next steps — assign to-do’s based on what you learned in research so your team has clear next steps



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Run http://Foundation.pm to help early-stage startups set up and scale their PM practice