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Overview

User research is critical to helping teams build products, understand their audience, and create solutions that actually solve customers’ needs.

With this user experience (UX) research plan template, you can ensure your research project stays focused and tracks the correct information.

User research is a critical part of the job, whether conducting interviews in a lab, usability testing or A/B testing in apps, card sorting, ethnographic studies, etc. We built this template to be flexible.

  • Track all of your research sessions in one place
  • Schedule usability testing sessions or customer interviews
  • Synthesize your findings directly into a research report
  • Search, filter, and categorize results to reveal insights

What is a UX research plan?

A user research plan is a document that records your project’s goals and objectives, timeline, methodology, and stakeholders.

More often than not, a UX research plan has some, or all, of the following:

  1. Background information on the project (including a problem statement)
  2. Research goals and objectives
  3. Deliverables
  4. Research participants
  5. Methods of research
  6. An interview guide or questions
  7. Timeline and key dates
  8. Additional resources such as previous results, metrics, and studies

When should you use a UX research plan?

A UX research plan is helpful for those who might ask themselves questions like:

  • Who is our target persona?
  • How can we create a better product design?
  • What are our customers’ pain points?

Usually, a UX research plan is helpful for determining which customer feedback is vital, understanding what’s working for your audience (and what’s not), and where your team should focus their efforts.

For example, if you’re a product manager looking to smooth out the wrinkles in your product’s development process, you can use this template to track Net Promoter score, bounce rates, or something entirely different.

Whether you’re using qualitative or quantitative research techniques, your UX researchers and designers can easily customize this template to fit the needs of your team.

Benefits of using our UX research template

When you conduct research, you’re setting out to answer a question. But sometimes the answer is complicated or it’s hard to see through all the noise and data. But with Airtable, things are different and this template can help.

Here’s how:

  • Centralize—and share—your findings in one single source of truth
  • **Manage **interview questions or source answers with Airtable’s Form submissions
  • Track insights with the visual that resonates with your team—whether it’s a calendar view or extension that transforms your data into a bar graph.
  • Take action on important findings by assigning action items or leaving comments, directly in Airtable.
  • Customize the template to see only what matters most to you, or filter out confidential information before sharing.

Finally, you can throw out your messy spreadsheets and replace them with a that lets you synthesize all your findings in one place.

Explore more free templates: user feedback template, user story mapping template, design project pipeline template.

Discover more resources: what is user experience (UX)?, the best UX research repositories, what is a user story?, what is customer experience (CX).

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