Research Kick-Off


Research project Kickoff framework

What is a Kickoff workshop framework?

The kickoff workshop framework is a two-template set-up that helps researchers to learn and document the research intent by answering some of these fundamental questions - what do we want to learn from this research? How does the team intend to use this data? Who are the primary and secondary users/customers we want to learn from? Will the data help us improve our customers' experience, and if so, how?. Etc.

When do you need a kickoff framework?

Starting a new user-research project can sometimes be overwhelming. The kickoff workshop framework enables you to collaborate cross-functionally with your team to help define the project's scope, set expectations, and resolve conflicting priorities during the initial stages of your project.

It's a helpful template, especially when gathering information and building alignment across multiple teams and diverse research requests within an overarching scope. Enables you to build a more holistic protocol versus conducting siloed research.

How to facilitate a kickoff workshop using these templates?

Set up a meeting with key internal stockholders (encourage cross-functional diversity). Share the intent of the workshop. Ideally, spend 15-20 mins on each board. If you have a large team participating, divide and conquer to ensure everyone has the opportunity to share their thoughts and ideas.

Additional details on how to prep for the workshop and use the templates are provided within the boards.


Sneha Gokhale image
Sneha Gokhale
Sr. User Experince Researcher @DocuSign
Hey, I'm Sneha, a UX Researcher with a multidisciplinary background. Stories about people and their experiences inspire me to be a strong advocate for users within the overall design and development process. I have eight years of experience in exploratory, and evaluative research methodologies that I leverage to understand the user and business needs. I embrace the ambiguity and chaos of research and leverage my curious nature to answer the questions ‘why’, ‘what’ and ‘how’.
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