My Research Process
What area are you looking to explore? What problem are you trying to solve?
What assumptions do you have? Who are your affected populations? What research instruments will you use to test these assumptions?
What observations have you gathered? How are you collecting research observations?
How are you organizing research observations? What patterns emerged from the research? What insights form to test the hypothesis?
How have insights answered the research objectives and project goals? What collaboration is necessary to apply research insights into continued product discovery/experience roadmapping?
Purpose: Forms the research question and project aims (business goals, research objectives), and outlines the project scope, timeline, methodology(ies) and participant selection criteria.
Frequently used tools: Word processing software
Purpose: Aids in development of ideas for primary and secondary research questions, develops inclusivity in research process among different project stakeholders (product teams, senior leaders, etc.)
Frequently used tools: Whiteboard, Post-It notes, sharpies, timer, critical thinking, imagination
Purpose: Identify and connect with people who would be willing to participate in research based on shared goals while ensuring their welfare is protected during the process.
Frequently used tool: HMTL/CSS (custom email template development), Qualtrics (to deploy screener surveys and collect criteria info, e-mail templates (to schedule, confirm, and send reminders)
Purpose: To collect data on people, through screeners (for further in-depth interviews), or to analyze trends in large datasets.
Frequently used tools: Qualtrics, Google forms, Survey Monkey, etc.
Purpose: To identify the main user interface issues in a product. This can be qualitative (smaller number of people) or quantitative (multiple rounds with higher number of individuals).
Frequently used tool: Sketch, Invision (for creating prototypes),
Purpose: Structured or semi-structured interviews with people to gain in-depth understanding of who they are and how they experience events in their lives.
Frequently used tools: Video conferencing software (for remote interviews)/phone, Recorder, Paper (for taking notes), warmth and friendliness
Purpose: To analyze the pattern of behavior provided in qualitative and quantitative data and use that data to answer the research questions.
Frequently used tools: Qualtrics (quantitative), Excel (quantitative or qualitative), Post-Its (or it’s digital representation)
Purpose: At the request of product teams, provides a representation of aggregated data captured in qualitative data to provide a snapshot of interviewees’ behavioral demographic info, pain points, goals, and product usage, where applicable.
Frequently used tools: Sketch, PowerPoint
Purpose: To relay study findings to product stakeholders and answer questions on how the research questions inform the business objectives. As an added bonus, these findings can potentially be shared to broader teams/organizations that would benefit from the findings or to promote the benefits of [user] research within organizations.
Frequently used tools: PowerPoint, your confidence
This work is licensed under a Creative Commons Attribution 4.0 International License. 2020.