When designing websites, apps, or any digital product, it's important to understand how users interact with your design. This ensures everything works as intended, and also helps you create a great user experience.
To ensure your website, app, or digital product is designed correctly, you must do UX research. A challenge many UX researchers face is they either don't know where to begin or they get overwhelmed with all the options available.
That's why this template will help you get started and keep things simple. It includes prompts that will help you identify problems and opportunities in your design, and also provide guidance on how to address them.

How to Use the Nimbus UX Research Template

Add in the following details:

User Information

    Capture the details of those on your team. The details you need to include:

  • Name of the researcher.
  • Their responsibility.
  • Date / time of the research.
  • Status of the research.
  • Name of the interviewer.
  • Time taken for the interview.
User Responses
  • This section is to capture their responses either in bullet form or as notes.
Read more
Interviewer Remarks
  • This section is for the interviewer to add their comments and notes.
Action Items
  • This is your to-do list after the interview.

What is UX Research?

User experience (UX) research is gathering data from customers, potential customers, employees, partners, and anyone else who interacts with your business.

The goal is to gain insight into what the users of your product like or dislike about it, so you can focus on improving their user experience. When done well, it can be an incredibly valuable process to help your business improve your products or services.

What is a UX Research Plan?

This is a document that details the steps you need to take. When creating this plan, include everyone involved in the project, including UX researchers, designers, developers, marketers, and content creators.

It's best to include in your project team those who have experience when you create your plan.

There are several types of UX research plans, but most fall into these two categories.

1. User experience design plan

This is a common plan and starts by defining the problem statement and goals. It often includes information about the user and how they engage with your product. It also describes the overall objective.

2. Usability testing plan

This is similar to the first type of plan, except it focuses more on usability than design. The goal of usability testing is to determine if particular features are easy to use, and if they are not, what options need to be explored.

When to Use UX Research Plans?

The best time for UX researchers to use a plan is before the start of a new project. This is when a UX plan template comes in handy for UX researchers, especially during the early stages of a project.

You could also consider using one after each major milestone. For example, after launching a beta version of your product, you may want to gather user feedback.

You can use a UX research plan when you're designing a new site, changing an existing site, or launching a new product.

    Questions you need to consider include:

  • Who should you include in your team?
  • What kind of research do you want to conduct?
  • How long will it take?
  • Where will you conduct it?
  • What's your objective?

Why Do You Need UX Research?

    You need to conduct UX research because your findings will help you:

  • Understand your users better and gain insights into your customer base.
  • Provide direction and structure to your project.
  • Improve your product quicker.
  • Create a better user experience.
  • Help you stay organized and focused during your project.

The benefits of doing one will outweigh the time, energy, and effort needed.

How to Create a UX Research Plan?

Here are steps you can take to create a UX research plan.

Step 1: Define the problem you want to solve

This will help you and your team get clarity on what needs to improve. You can define the problem you want to solve by interviewing users and other important stakeholders, having brainstorming sessions with your team, and analyzing data you already have.

Step 2: Identify your objectives

Once you know the problem you want to solve, your team needs to decide on your objectives, why it's important, and define what a successful UX research will be. Include these details in your project brief.

Step 3: Describe the research method to use

The research methods available can include interviews, surveys and feedback, observations, focus groups, and usability tests. Choose one that will support your team members.

Step 4: Select a project team

Your team members can include researchers, designers, developers, content writers, marketers, and others. Select a project lead and define the roles of your team members, knowing the goal is for everyone to work together to complete the research.

Step 5: Establish your timeline

Define your project start and end dates. Determine milestones that will show the project is progressing well and is on schedule. It's also useful to identify options to get your team back on track if you experience delays.

Step 6: Determine how you will use your findings

Once you have completed your research, you need to know what happens next. How will you use your findings and who do you need to present it to, especially if you need approval to go to the next phase?

Ready to Use a UX Research Template?

Now that you know what's required, it's time to create your template. You can use the Nimbus UX research template as a starting point. This template will keep you focused on the essential activities and help track your progress.

If others could also benefit from using this template, please share it with them