Category: Uncategorized

OVERVIEW

Screeners are needed to ensure the correct participants are recruited for the study. 

Here are some points to consider: 

• Determine the type of population that will be participating (occupation, experience, etc.)
• Identify where the screener will be posted/sent/shared
• Create specific questions that only the desired population would be able to answer
• Include several layers of “screening” questions with greater levels of specificity

Participants 

Design team 

Duration 

1 hour session 

Result 

A screener survey 

Output 

List of participants

OVERVIEW

Planning research is necessary for understanding the path of your work and the ultimate end goal of your work. 

Here are some points to consider: 

• Identify the goals of the research
• Determine the milestones along the path toward the goals
• Choose the research activities that will best answer the research goals 

Participants 

Design team 

Duration 

1 hour session 

Result 

Understanding research work and goals 

Output 

Research plan with aims and objectives 

Overview

Recruiting participants is necessary to gain insights about the product before final implementation. 

Here are some points to consider: 

• Broadcast the recruitment material to a much larger group than the needed participants
• Determine the source of the participants (internal, external, partner businesses, etc.) 
• Be clear about what the participants can expect ahead of time
• Determine participant compensation for participation 

Participants 

Design team 

Duration 

1 hour session 

Result 

Understanding who the participants are and where they will come from 

Output 

Inclusion/exclusion criteria 

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overview

The short-form report is the place to rely on the story of your findings. Create compelling visuals that quickly communicate the research outcomes and build empathy by taking a closer look at individual insights that really stuck out for you. Bring it all together in a format that is easily shareable.

Pro tip: if you’re using PowerPoint, be sure to utilize the notes section for each slide to provide additional context. This will help drive consistency in messaging if the deck gets passed around to someone who may have missed the presentation and will also help keep your slides clean.

tools

Templates

overview

The long-form report is more a traditional research report document. This is a much more exhaustive format that can be provided as a follow-up to a research presentation. As you prepare your report, be sure to:

1. Start with a summary and then include findings in a categorical order that makes sense (ex: by user role).
2. Include visual representations of the data…it should be visually interesting for your readers.
3. Provide clear and concise insight statements and supporting quotes.
4. Draw relationships between insights and recommendations.
5. Address any research gaps, additional considerations, and next steps.

Pro tip: a long-form should never be provided as the sole deliverable, there should always be some sort of brief overview or presentation that precedes it.

tools

Templates

Overview

Synthesis is the process of sensemaking, sharing stories and prioritizing, creating a coherent summary of your design research, and considering actions for the client or design team based on clear evidence.

Start by looking for common insights across observations that speak to underlying behaviors. Next, group your insights into emerging themes and define the key drivers. Finally, prioritize and ideate recommendations for how we might design a new pathway that directly addresses underlying behavior.

Tools

Templates

Examples

overview

Persona development t is a process in which user archetypes grounded in ethnographic data are developed in alignment with the goals, behaviors, and pain points of real users.

Participants

Design team

Duration

1 week

Result

Research-based archetypes that drive user-centered design

Output

Images, biography, quotes, motivations, goals

Templates 

Examples

Overview

Journey mapping is a holistic view of an experience that exposes opportunities for design by illustrating the user’s interactions, pain points, and emotions from end to end

Participants

The design team, stakeholders

Duration

1 week

Result

Understanding of the key moments of a user’s experience

Output

Journey map diagram

Tools

Templates

Examples

Overview

Ecosystem maps are used to visualize the types of relationships between people, places, devices/products, and information. They help paint the bigger picture and can be really useful for highlighting innovation opportunities. Once you’ve completed the ecosystem map, you can identify the biggest overarching pain points and define the desired user experience. The output of this exercise can be done with pen and paper or digitally.

Tools

Templates

Examples