How to create a UX research plan?

In this guide, you are going to learn how to create a good UX research plan, what it includes and why you should consider having (and following) one.

Author: Daria Krasovskaya

Reviewed by:Marek Strba Marek Strba

Last update 07.07.2022

UX research is critical when you’re designing or redesigning a product or a feature which you aim to provide value for users. And like with any other significant activity, having a defined plan goes a long way toward assuring that the research will successfully bear fruit.

What is a UX research plan?

A UX research plan is a document that contains all the important information regarding your planned research in one place. It serves as a roadmap for all UX research in your project. It explains the methodology of how the research will be carried out, the types of studies, information about respondents, timing etc.

Improve your product’s UX with UXtweak

The only UX research tool you need to visualize your customers’ frustration and better understand their issues

Register for free
Improve your product’s UX with UXtweak

Why do you need a UX research plan?

The goal of creating a plan of UX research is to facilitate the process of managing your UX studies, make it easy for you to keep track of results as well as create a clear research strategy that you can follow. 

The amount of information you obtain and analyze during UX research studies may sometimes be overwhelming, so it’s very easy to overlook and even forget important details during the process. Don’t lose track of the bigger picture. A well-maintained UX research plan will store all the key information for you, meaning you can refer to it anytime you need it.

What are the benefits of having a UX research plan?

Aside from saving you from keeping everything in your head, a UX research plan also has some other significant benefits, such as: 

Helping you stay focused on the goals

WIthout a clear plan, it may be difficult to make sure that your user research collects the right type of data at the right moment in time. All information about users may seem important, so it’s easy to get distracted. A crucial part of your plan is defining clear goals that will help everybody involved in the research stay focused and work towards the bigger picture. It assures everybody stays on the same page and helps to avoid going into unnecessary details. 

Engaging stakeholders in the process

Another big benefit of having a UX research plan at hand is the ability to engage stakeholders in the project. With all the information being stored in one document, it’s easy to update them on the progress, insights, and completed goals. 

Describing the objectives of your study in your plan is also an excellent way to demonstrate the value of UX research and keep stakeholders invested in the process. A stakeholder with focus on specific areas of the project who isn’t up-to-date on all the details will appreciate it if you can point them to past findings relevant to their inquiries or future parts of the roadmap, so they know their concerns are already accounted for.

Keeping track of the results

Your UX research plan will function as the roadmap for all the UX research in your project, providing a handy overview of what has already been done, as well as what is yet to be researched. UX research produces a quantum of data, so as time passes it becomes essential to be able to refer to your previous findings and monitor your progress.

What should your UX research plan include?

According to the Interaction Design Foundation, it’s good to start your research from a one-page plan. This way, you’ll be able to keep your plan short, simple, and easy to understand to stakeholders, even if they are people who aren’t completely involved with your study. 

ux research plan

  • Title –  Every good project needs a name. Include the title of the project you’re working on in order for it to be identified.
  • Author – Add the name and contact of the person in charge of executing the plan. You may also include names of other persons to whom readers can send their feedback and inputs about the contents of the document.
  • Stakeholders information – Everybody involved in the study and all the people you’ll be sharing your research with. Include their roles and contact details. 
  • Date – When the project has started. It’s also important to include revision dates so that everybody is aware of all the updates.
  • Project’s background – This should be a short summary paragraph where you explain your motivation – the reason why the research is being conducted, what are the problems that need to be resolved, and any other important background information to provide the reader with required context.  
  • The main goal – Explain your main objective in 1 sentence. What are you trying to achieve with your research? Keep it short and clear, try to choose a single most important goal instead of a number of small ones. 
  • Research questions – What are the questions that you’re looking to get answered in your research? Writing them down will assist you in determining the research method you will use, what questions you’ll ask participants during the research and what you’ll want to focus on while analyzing results. Planning your research questions helps you make sure you don’t forget anything important and that your UX research design corresponds well with your goals.
  • Research methods – There are tons of qualitative and quantitative methods to choose from. Include the ones you’re going to use in your studies, specify if it’s going to be moderated or unmoderated and how long it will take. 
  • Information about the participants – In this part of your plan, define the target audience of your research (age, gender, potential customers/existing customers…) and specify where you’re going to recruit them. How many participants do you need? Are there one group or multiple segments?
  • Schedule – Make a schedule of when each study is going to be conducted as well as an estimation of how long the whole research process is going to take. It’s good to also add milestones to indicate the progress and see when each activity is due.
  • Supporting information – if there is any other relevant data that can influence the research project, don’t forget to mention it as well.

Last update 6 . 7 . 2022