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Research Template

Collect your research in one place and make it easy to refer back to and collaborate with your team.

About the Research Template

Customer feedback can provide valuable insights for teams. By documenting findings into a systematic, flexible user research template, these insights can be centralized and easily shared company-wide. New features can be suggested based on user needs.

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What is a Research Template

A research template can be a helpful tool when your job involves asking questions, taking notes, and learning more about your user. It can help you collect your assumptions, find similarities in behavior among different users, and better understand their needs and goals.

User research is important for teams in order to design products that will be actually used by consumers. This research helps teams to focus on who will use the product, the context in which it will be used, and what the consumer needs or expects from the brand or organization.

Research templates can be used to record two different types of data or observations:

  • Quantitative: this type of research is conducted by looking at numbers. This includes the number of users and percentage changes. It helps teams understand what is happening on their product's website.
  • Qualitative: opinion-based research can take the form of closed questions, which are questions that can be answered with a simple yes or no, or open questions, which are questions that require a longer answer.

A Research Template can help you keep your designs contextual and user-centric no matter which method you choose.

When to use Research Templates

A research template can help you at any stage of designing a product or service.

  • Start now: The sooner you start your research, the greater the impact your research findings will have on your product or service.
  • With every stage of the design process: User research is essential for understanding how your product or service is used, and how it can be improved. This understanding directly increases the value of your product or service.
  • While planning the project: If your team can't budget for research at every stage of a project, do the bulk of it at the beginning. That way, you can reserve some time and money for additional research later on.

Create your own Research Template

As a team, it's important that everyone participates in user research efforts. By doing so, everyone can better understand the user they're designing for and clarify why certain decisions are based on user research findings.

Get started by selecting the Research Template, to make one of your own:

  1. Record your observations.

    Observe user behavior and revise your product accordingly. Assemble a team of people from various departments who can understand your users' needs. Choose one person in your group to be the facilitator during user testing. This person will lead the conversation with the user participant. Everyone else will listen and watch for any potential problems or areas of improvement for the user.

  2. Take notes.

    This can be helpful for people who weren't able to attend the session.

  3. Bring it all together.

    After the user interview sessions are done, themes and clusters will be generated from the notes taken. This will help to identify any pain points for customers and any opportunities for delight.

  4. Adapt as needed throughout the research and design process.

    This process will enable you to work on features together as a team, rather than have to go through a hand-off process involving all the different departments.

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