Keep all your user research in one place and collaborate with your team.
About the Research Template
Teams can document findings from usability testing sessions and customer interviews into a systematic, flexible user research template. Collecting everyone’s observations into a centralized location makes it easier to share insights company-wide and suggest new features based on user needs.
Keep reading to learn more about the Research Template.
What is a Research Template
Research templates can be adapted to work with different design methods or user research techniques. When it’s your job to ask questions, take notes, learn more about your user, and test iteratively, a Research Template can help you validate your assumptions, find similarities across different users, and articulate their mental models, needs, and goals.
User research helps teams avoid designing for themselves, and instead turn their attention to who will actually use your product, in what context they’ll be using your product or service, and what they need or expect from your brand or organization.
Research templates can be used to record two different types of data or observations:
Quantitative: numbers-based research, or anything you can count. This includes the number of users and percentage changes. It helps teams understand what is happening on a website or app.
Qualitative: opinion-based research, or anything that can take place in the form of a question-and-answer format (closed questions), or conversational exchange (open questions).
Whichever way you choose, a Research Template will help you keep your designs informed, contextual, and user-centric.
When to use Research Templates
A Research Template can be used at any stage of the product or service design life cycle.
Right now: No time like the present. The earlier you start your research, the bigger the impact your research findings will have on your product or service.
At every stage of the design process: User research can reveal important findings that can be applied to your product or service. This increases its value.
In the earliest stage of the project: Not every team can budget for research every step of the way. In that case, do the most research as early as possible in the project. Make sure to reserve some time and budget for conducting supplementary research later on in the process, too.
Create your own Research Template
Participating in user research efforts as a team is important. Everyone can get involved, 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:
Record your observations and make revisions where needed. Assemble a cross-functional team who can empathize with your users: designers, engineers, product managers, user researchers, marketers, and support team members will all have valuable input to contribute. Nominate someone in your group to facilitate. This person will lead the conversation with the user participant. Everyone else will listen and watch for potential roadblocks and epiphanies for the user.
Take notes. The user research template’s columns and rows are customizable and can be renamed to record elements such as observational goals, tester details, and emotions that emerge during the conversation. These notes can also be useful for people unable to attend the session.
Bring it all together. After the user interview sessions are done, group similar notes into themed clusters. What are the pain points for the customer? Where were the opportunities for delight? Sometimes notes will come together into logical themed clusters, but sometimes you’ll have “odd one out” observations that don’t fit anywhere. You can gather these into a “basket” or collect them into a separate area in case they may become useful later.
Adapt as needed throughout the research and design process. Ideally, this process will help you develop features side-by-side as a team, rather than go through a hand-off process with all the involved departments. The Research Template is flexible enough to be adapted to best serve your team’s needs.
Product Positioning Template
Works best for:
Marketing, Product Management, Desk Research
For better or for worse, your company’s chances for success hinge partially on your market. As such, before you start building products and planning strategies, it’s a good idea to conduct a product positioning exercise. A product positioning exercise is designed to situate your company and your offering within a market. The product positioning template guides you to consider key topics such as defining your product and market category, identifying your target segment and competitors, and understanding your key benefits and differentiation.
Works best for:
Project Management, Workflows
The digital world requires collaboration, and better collaboration leads to better results. A workflow is a project management tool that allows you to sketch out the various steps, resources, timeline and roles necessary to complete a project. It can be used on any multi-step project, whether it’s a business process or otherwise, and is ideal for plotting out the tangible actions you’ll need to take to achieve a goal and the order in which you need to complete those actions.
User Interview Template
Works best for:
Desk Research, Product Management
A user interview is a UX research technique in which researchers ask the user questions about a topic. They allow your team to quickly and easily collect user data and learn more about your users. In general, organizations conduct user interviews to gather background data, to understand how people use technology, to take a snapshot of how users interact with a product, to understand user objectives and motivations, and to find users’ pain points. Use this template to record notes during an interview to ensure you’re gathering the data you need to create personas.
Kano Model Template
Works best for:
Desk Research, Product Management, Prioritization
When it comes down to it, a product’s success is determined by the features it offers and the satisfaction it gives to customers. So which features matter most? The Kano model will help you decide. It’s a simple, powerful method for helping you prioritize all your features — by comparing how much satisfaction a feature will deliver to what it will cost to implement. This template lets you easily create a standard Kano model, with two axes (satisfaction and functionality) creating a quadrant with four values: attractive, performance, indifferent, and must-be.
Service Blueprint Template
Works best for:
Desk Research, Operations, Market Research
First introduced by G. Lynn Shostack in 1984, service blueprints allow you to visualize the steps that go into a service process from the customer’s perspective. Service blueprints are useful tools for understanding and designing a service experience – and finding ways to improve it. Service blueprint diagrams make it simpler for teams to design new processes or improve existing ones. To create a service blueprint, map out each process and actor that contributes to the customer experience, from in-house contributors to third-party vendors.
Customer Touchpoint Map Template
Works best for:
Desk Research, Product Management, Mapping
To attract and keep loyal customers, you have to truly start to understand them—their pain point, wants, and needs. A customer touchpoint map helps you gain that understanding by visualizing the path your customers follow, from signing up for a service, to using your site, to buying your product. And because no two customers are exactly alike, a CJM lets you plot out multiple pathways through your product. Soon you’ll be able to anticipate those pathways and satisfy your customers at every step.