Simplify your workflows and optimize your daily routines with our collection of research templates.
UX Research Plan
A research plan communicates the fundamental information that stakeholders need to understand about a user experience research project: who, what, why, and when. The plan ensures everyone is aligned and knows what they must do to make the UX research project a success. Use the research plan to communicate background information about your project; objectives; research methods; the scope of the project, and profiles of the participants. By using a UX research plan, you can achieve stakeholder buy-in, stay on track, and set yourself up for success.
User Story Map Framework
Popularized by Jeff Patton in 2005, the user story mapping technique is an agile way to manage product backlogs. Whether you’re working alone or with a product team, you can leverage user story mapping to plan product releases. User story maps help teams stay focused on the business value and release features that customers care about. The framework helps to get a shared understanding for the cross-functional team of what needs to be done to satisfy customers' needs.
A website flowchart, also known as a sitemap, maps out the structure and complexity of any current or future website. The flowchart can also help your team identify knowledge gaps for future content. When you’re building a website, you want to ensure that each piece of content gives users accurate research results based on keywords associated with your web content. Product, UX, and content teams can use flowcharts or sitemaps to understand everything contained in a website, and plan to add or restructure content to improve a website’s user experience.
Voice of Customer
Identifying the voice of the customer is a crucial part of any customer experience strategy. Your Voice of Customer is simply a framework for understanding your customers’ needs, wants, preferences, and expectations as they interact with your brand. Evaluating your Voice of Customer allows you to dive into what your customers are thinking, feeling, and saying about your products and services, so you can build a better customer journey. Use the Voice of Customer template to record answers to key questions about your customer, including: What are they saying about our product? What do they need? How can we fulfill that need? And who is this persona?
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.
Use Case Diagram
A use case diagram is a visual tool that helps you analyze the relationships between personas and use cases. Use case diagrams typically depict the expected behavior of the system: what will happen and when. A use case diagram is helpful because it allows you to design a system from the perspective of the end user. It’s a valuable tool for communicating your desired system behavior in the language of the user, by specifying all externally visible system behavior.
A screen flow (or wireflow) brings together a multi-screen layout that combines wireframes with flowcharts. The result is an end-to-end flow that maps out what users see on each screen and how it impacts their decision-making process through your product or service. By thinking visually about what your customers are looking at, you can communicate with internal teams, stakeholders, and clients about the decisions you’ve made. You can also use a screen flow to find new opportunities to make the user experience frictionless and free of frustration from start to end.
Prune the Product Tree
Prune the Product Tree (also known as the product tree game or the product tree prioritization framework) is a visual tool that helps product managers organize and prioritize product feature requests. The tree represents a product roadmap and helps your team think about how to grow and shape your product or service by gamifying feedback-gathering from customers and stakeholders. A typical product tree has four symbolic features: the trunk, which represents the existing product features your team is building; the branches, each of which represents a product or system function; roots, which are technical requirements or infrastructure; and leaves, which are new ideas for product features.
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.
To shape your messaging, tailor your marketing, improve your product, and build your brand, you have to know your customers’ perceptions — what they think of you and your competitors. You can gain those insights by exploring a perceptual map. This simple, powerful tool creates a visual representation of how customers rank your price, performance, safety, and reliability. Put this template to work and you’ll be able to size up your competition, see gaps in the market, and understand changes in customer behavior and purchasing decisions.
Whatever kind of business you are or product you create, it’s a smart idea to keep in touch with your current and potential customers and keep them up to speed — by spreading news, promoting events, and sharing custom content. Newsletters give you an effective way to do it. And this template is a fast, easy way to get started. Just choose the content you want to highlight, write the copy, and add any pictures or images you want to include. Then write your subject line and click send.
When you’re designing a site or building an app, the early stages should be BIG — seeing the big picture and communicating the big idea. Low fidelity wireframes empower you to see it and do it. These rough layouts (think of them as the digital version of a sketch on a napkin) help your teams and project stakeholders quickly determine if a design meeting meets your users’ needs. Our template lets you easily use wireframes during meetings or workshops, presentations, and critique sessions.
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.
Happiness, Engagement, Adoption, Retention, and Task Success. Those are the pillars of user experience — which is why they serve as the key metrics in the HEART framework. Developed by the research team at Google, this framework gives larger companies an accurate way to measure user experience at scale, which you can then reference throughout the product development lifecycle. While the HEART framework uses five metrics, you might not need all five for every project — choose the ones that will be most useful for your company and project.
Many ambitious companies are eying the future and aiming to grow. But growth decisions can be leaps of faith that are risky and costly. That’s why growth experiments make so much sense. They offer a systematic six-step method that reveals which strategies are most effective, how they’ll affect your revenue, and how they compare to your past approaches. By helping you test out your strategies for scaling your business before you fully commit, growth experiments can save you serious time, resources, and money.
Amazon pioneered the working backwards approach based on one of their key principles: celebrating customer obsession. Working backwards is a framework for thinking about a product without a detailed roadmap. Your product team would work back from a mental image of the customer to launch your product in a way that truly serves them. The method requires anyone with a new product or feature idea to articulate its objective as clearly as possible.. If the idea presentation impresses leadership, the next step is to map out what the team needs in order to get to the product or feature launch.
Scenario mapping is the process of outlining all the steps a user will take to complete a task. The scenario mapping template helps you create a visual guide to what different personas are doing, thinking, and feeling in different situations. Use scenario mapping to outline an intended or ideal scenario (what should happen) as well as what currently happens. If you’re trying to outline the ideal scenario, user mapping should take place very early on in a project and can help inform user stories and the product backlog. If you’re just trying to get a better sense of what currently happens, you can do user mapping when conducting user interviews or observation.
Research Topic Brainstorm
Coming up with a topic for a research project can be a daunting task. Use the Research Topic Brainstorm template to take a general idea and transform it into something concrete. With the Research Topic Brainstorm template, you can compile a list of general ideas that interest you and then break them into component parts. You can then turn those parts into questions that might be the focus for a research project.
A design research map is a grid framework showing the relationship between two key intersections in research methodologies: mindset and approach. Design research maps encourage your team or clients to develop new business strategies using generative design thinking. Originally designed by academic Liz Sanders, the framework is meant to resolve confusion or overlap between research and design methods. Whether your team is in problem-solving or problem space definition mode, using a research design template can help you consider the collective value of many unrelated practices.
Product/Market Fit Canvas
The product/market fit canvas template is used to help product teams meet customer and market needs with their product design. This template looks at a product in two dimensions: first, how the product fits user needs, and second, how the fully designed product fits within the market landscape. This combined metric understands a product holistically from the way customers use and desire a product, to the market demand. By comparing customer and product qualities side by side, users should better understand their product space and key metrics.
When you’re kicking off a creative project, it’s sometimes important to communicate the mood you’re trying to evoke — but it’s so hard to do it with words. So create a mood board and use images, color palettes, textures, and typography. Mood boards are also perfect for gathering inspiration and sketching out and pitching ideas, and they’re not just for designers — your content writers, sales teams, and product teams can use them too, and this template makes it easy for all of you to get started.
Low fidelity prototypes serve as practical early visions of your product or service. These simple prototypes share only a few features with the final product. They are best for testing broad concepts and validating ideas. Low fidelity prototypes help product and UX teams study product or service functionality by focusing on rapid iteration and user testing to inform future designs. The focus on sketching and mapping out content, menus, and user flow allows both designers and non-designers to participate in the design and ideation process. Instead of producing linked interactive screens, low fidelity prototypes focus on insights about user needs, designer vision, and alignment of stakeholder goals.
As we bet you’ve experienced, data can get pretty dense and dry. But you need it to be compelling, memorable, and understandable. The solution? Infographics. These are tools that let you present information in a visually striking way and turn quantitative or qualitative data into stories that engage and resonate. Whoever you’ll be presenting to — customers, donors, or your own internal teams — our template will let you design an infographic that combines text and visuals to break down even the most complicated data.
Features are what make a product or service fun, but adding new ones is no walk in the park. It takes many steps—ideating, designing, refining, building, testing, launching, and promoting—and just as many stakeholders. Feature Planning lets you put a smooth, sturdy process in place, so you can add a feature successfully, and spend less time and resources doing it. That makes our Feature Planning Template a smart starting point for anyone looking to add new product features, especially members of product, engineering, marketing, and sales teams.
Whether it’s a client party or a nonprofit fundraiser, your event needs one key thing to be a smashing success: people to show up. That’s why promoting it is such an important part of the planning—and creating and sending a flyer is the first step. These single-page files will grab your guests’ attention and give them the key details, such as the time, date, and location (and if it’s a fundraiser, who/what the funds will benefit). This template will let you lay out text and customize a flyer design.
You have an ideal customer: The group (or few groups) of people who will buy and love your product or service. But to reach that ideal customer, your entire team or company has to align on who that is. Buyer personas give you a simple but creative way to get that done. These semi-fictional representations of your current and potential customers can help you shape your product offering, weed out the “bad apples,” and tailor your marketing strategies for serious success.
Go to Market Strategy
It doesn’t matter how innovative or effective a new product is — if it doesn’t get noticed and adopted by the right audience, the product won’t get off the ground. That’s where your Go-to-Market Strategy comes in. It’s a single resource that houses all of your research, insights, and data, and includes your business plan, target audience, marketing approach, and sales strategy. A GTM is especially important for any startups who grow fast, have to make split-second decisions, and have to be fully in sync.
The Target Audience template helps you to understand your potential customers. Who is interested in your company or service? What types of people might buy your product? How can you market to them effectively? Target audience analysis involves describing your audience in terms of a variety of demographics, including age and gender, as well as income, education, and location, or psychographics like interests and opinions. Analyzing your target audience provides valuable insights for most business functions.
Before you go full steam ahead with a promising idea, look at it from a high level — to know how it functions and how well it meets your goals. That’s what sketches do. This template gives you a powerful remote collaboration tool for the initial stages of prototyping, whether you’re sketching out web pages and mobile apps, designing logos, or planning events. Then you can easily share your sketch with your team, and save each stage of your sketch before changing it and building on it.
Want to truly understand your consumers’ mindset? Take a look at things from their perspective — by identifying the “jobs” they need to accomplish and exploring what would make them “hire” or “fire” a product or service like yours. Ideal for UX researchers, job mapping is a staged process that gives you that POV by breaking the “jobs” down step by step, so you can ultimately offer something unique, useful, and different from your competitors. This template makes it easy to create a detailed, comprehensive job map.
Wireframing is a method for designing a website at the structural level. A wireframe is a stylized layout of a web page showcasing the interface elements on each page. Use this Wireframe Template to iterate on web pages quickly and cheaply. You can share the wireframe with clients or teammates and collaborate with stakeholders. Wireframes allow teams to get stakeholder buy-in without investing too much time or resources. They help ensure that your website’s structure and flow will meet user needs and expectations.
Teams often need to 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. Research templates can be used to record quantitative or qualitative data.. 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.
Incredible percentages of smartphone users worldwide have chosen iPhones (including some of your existing and potential customers), and those users simply love their apps. But designing and creating an iPhone app from scratch can be one seriously daunting, effort-intensive task. Not here — this template makes it easy. You’ll be able to customize designs, create interactive protocols, share with your collaborators, iterate as a team, and ultimately develop an iPhone app your customers will love.
You can use an affinity diagram to generate, organize, and consolidate information that comes out of a brainstorming session. Whether you’re building a product, working through a complex problem, establishing a process, or piecing apart an issue, an affinity diagram is a useful and simple framework that gives each team member the opportunity to pitch in and share their thoughts. But it’s not just ideal for brainstorms—this is a great template and tool when you need to reach consensus or analyze data such as survey results.
App Development Canvas
Ever noticed that building a successful app requires lots of players and moving parts? If you’re a project manager, you definitely have. Lucky for you, an app development canvas will let you own and optimize the entire process. It features 18 boxes, each one focusing on a key aspect of app development, giving you a big-picture view. That way you can fine-tune processes and get ahead of potential problems along the way—resulting in a smoother path and a better, tighter product.
Add new features or improve existing features—those are the two paths toward improving a product. But which should you take? A features audit will help you decide. This easy, powerful product management tool will give you a way to examine all of your features, then gather research and have detailed discussions about the ones that simply aren’t working. Then you can decide if you should increase those features’ visibility or the frequency with which it’s used—or if you should remove it altogether.
It’s not always easy to measure complex, highly subjective data — like how people feel about your product, service, or experience. But the Likert scale is designed to help you do it. This scale allows your existing or potential customers to respond to a statement or question with a range of phrases or numbers (e.g., from “strongly agree” to “neutral,” to “strongly disagree,” or from 1 to 5). The goal is to ask your customer some specific questions to turn into easy-to-interpret actionable user insights.
Official 5-Day Design Sprint
The goal of a Design Sprint is to build and test a prototype in just five days. You'll take a small team, clear the schedule for a week, and rapidly progress from problem to tested solution using a proven step-by-step checklist. Steph Cruchon of Design Sprint created this template for Miro in collaboration with design sprint gurus at Google. This Design Sprint template is designed specifically for remote sprints so you can run productive and efficient sprints with colleagues around the world.
Lean UX Canvas
What are you building, why are building it, and who are you building it for? Those are the big pictures questions that guide great companies and teams toward success — and Lean UX helps you find the answers. Especially helpful during project research, design, and planning, this tool lets you quickly make product improvements and solve business problems, leading to a more customer-centric product. This template will let you create a Lean UX canvas structured around eight key elements: Business problem, Business outcome, Users and customers, User benefits, Solution ideas, Hypothesis, Assumptions, Experimentation.
UX Project Canvas
Inspired by Alexander Osterwalder's 2005 business model canvas, the project canvas will help your team visualize the big picture of your UX and design projects, providing a convenient structure that holds all of your important data. This innovative tool enables you to transform an idea into a project plan, stimulating collaboration and communication between collaborators. Unlike alternative models, the project canvas is a simple interface. There are few startup costs, and employees can easily be brought up to speed to start using the canvas quickly.
Visual Story Map
Some people like to think of a visual story map as a stylized to-do list, but it’s a lot more powerful than that. Visual story mapping allows your product management team to visualize multiple dimensions of information. In doing so, you can identify how these parts will come together to create a successful whole. Use the visual story map template to make sure your product managers are aligned and to create a single source of truth about your projects.
When you’re working on a new feature that solves a problem for your users, it’s easy to dive right in and start looking for solutions. However, it’s important to understand the initial user problem first. Use the Feature Canvas template to do a deep-dive into the user’s problems, the context in which they will use your feature, and the value proposition you will deliver to your users. The template enables you to spend more time exploring the problem to anticipate any potential blind spots before jumping into solutions mode.
Ready to start building an app? Don’t just imagine how it will function and how users will interact with it—let a wireframe show you. Wireframing is a technique for creating a basic layout of each screen. When you wireframe, ideally early in the process, you’ll gain an understanding of what each screen will accomplish and get buy-in from important stakeholders—all before adding the design and content, which will save you time and money. And by thinking of things in terms of a user’s journey, you’ll deliver a more compelling, successful experience.
Look Mock Analyze
Doing your homework (aka, the research) is a key step in your design process, and the Look, Mock, Analyze approach helps you examine, structure, and streamline that step. With this powerful tool you’ll be able to identify your strengths and weaknesses, what you did right or wrong, and whether you spent time efficiently. Our Look, Mock, Analyze template makes it so easy for you to discover inspiration, mock up designs, and get feedback — you can start by setting up your board in less than a minute.
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.
A user persona is a tool for representing and summarizing a target audience for your product or service that you have researched or observed. Whether you’re in content marketing, product marketing, design, or sales, you operate with a target in mind. Maybe it’s your customer or prospect. Maybe it’s someone who will benefit from your product or service. Usually, it’s a whole collection of personalities and needs that intersect in interesting ways. By distilling your knowledge about a user, you create a model for the person you hope to target: this is a persona.
Attracting new users, compelling them to try your product, and turning them into loyal customers—it all starts with understanding them. An empathy map is a tool that leads to that understanding, by giving you space to articulate everything you know about your customers, including their needs, expectations, and decision-making drivers. That way you’ll be able to challenge your assumptions and identify the gaps in your knowledge. Our template lets you easily create an empathy map divided into four key squares—what your customers Say, Think, Do, and Feel.