How to develop a UX research plan?


User testing


Starting your UX research plan with a solid outline is the best practice, and it keeps you on track. Such research enables you to communicate with clients and stakeholders. You need to completely define your reasons for conducting UX research and work according to goals, objectives, logistics, and methods.


UX research is essential for a design strategy. It enables you to develop a better product for your customers. Furthermore, it provides enough information to support your design choices and strategies for an enhanced experience. UX research plan requires a lot of effort and time. Therefore, we follow a UX research template and capture valuable insights and manage the design needs.


Develop a UX research plan

Here are the steps to develop a research plan for your business


1. Research question(s)

Your UX research should have a specific goal. All the questions that you collect should be helpful to find the solutions and lead to success. The questions should be practical, to the point, and actionable. The questions may include:


  • Are customers capable of navigating the support page on the website?
  • How millennials purchase clothing and footwear options?


You can easily recognize the answers to these questions after going through the process. After completing research, you can take action on these questions.


2. Methodology

Your research questions will define the methodology. If you simply create a methodology for your study, it won’t create suitable results. The answers from the interview will carry your research, and it needs to follow a proper methodology. The methodology of your research will include information about your studies, such as a wireframe to test the usability study or the moderator guide for the interview style.


3. Participants

Your research questions will help you choose participants. You can either include existing customers in the research or choose from competitors. You need to define the customers you include in the research. The number of participants depends on your methodology. If you conduct a usability test or an interview-style study, recruiting five to ten participants would be enough. However, you can also include other responses based on the questions.



4. Schedule and Logistics

Schedule the planning according to the participants and the methodology. You can conduct interviews on a single day or different sessions in a week. It is important to arrange the timeline of the sessions. Scheduling will help you maintain accountability. Also, plan logistics based on the budget. For instance, you might need space for the session or give incentives to the participants. Make a list of the logistics and plan how you will execute the research.




You can execute a successful campaign with a UX research plan. When you have the research process in front of you, it is easy to implement accordingly. Furthermore, it keeps you on track and helps streamline communication with the relevant people. This is a flexible and transparent method to perform UX research.


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