ux research summary example

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A complete guide to presenting UX research findings

In this complete guide to presenting UX research findings, we’ll cover what you should include in a UX research report, how to present UX research findings and tips for presenting your UX research.

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User experience research sets out to identify the problem that a product or service needs to solve and finds a way to do just that. Research is the first and most important step to optimising user experience.

UX researchers do this through interviews, surveys, focus groups, data analysis and reports. Reports are how UX researchers present their work to other stakeholders in a company, such as designers, developers and executives.

In this guide, we’ll cover what you should include in a UX research report, how to present UX research findings and tips for presenting your UX research.

Components of a UX research report

How to write a ux research report, 5 tips on presenting ux research findings.

Ready to present your research findings? Let’s dive in.

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There are six key components to a UX research report.

Introduction

The introduction should give an overview of your UX research . Then, relate any company goals or pain points to your research. Lastly, your introduction should briefly touch on how your research could affect the business.

Research goals

Simply put, your next slide or paragraph should outline the top decisions you need to make, the search questions you used, as well as your hypothesis and expectations.

Business value

In this section, you can tell your stakeholders why your research matters. If you base this research on team-level or product development goals, briefly touch on those.

Methodology

Share the research methods you used and why you chose those methods. Keep it concise and tailored to your audience. Your stakeholders probably don’t need to hear everything that went into your process.

Key learnings

This section will be the most substantial part of your report or presentation. Present your findings clearly and concisely. Share as much context as possible while keeping your target audience – your stakeholders – in mind.

Recommendations

In the last section of your report, make actionable recommendations for your stakeholders. Share possible solutions or answers to your research questions. Make your suggestions clear and consider any future research studies that you think would be helpful.

1. Define your audience

Most likely, you’ll already have conducted stakeholder interviews when you were planning your research. Taking those interviews into account, you should be able to glean what they’re expecting from your presentation.

Tailor your presentation to the types of findings that are most relevant, how those findings might affect their work and how they prefer to receive information. Only include information they will care about the most in a medium that’s easy for them to understand.

Do they have a technical understanding of what you’re doing or should you keep it a non-technical presentation? Make sure you keep the terminology and data on a level they can understand.

What part of the business do they work in? Executives will want to know about how it affects their business, while developers will want to know what technological changes they need to make.

2. Summarise

As briefly as possible, summarise your research goals, business value and methodology. You don’t need to go into too much detail for any of these items. Simply share the what, why and how of your research.

Answer these questions:

• What research questions did you use, and what was your hypothesis?
• What business decision will your research assist with?
• What methodology did you use?

You can briefly explain your methods to recruit participants, conduct interviews and analyse results. If you’d like more depth, link to interview plans, surveys, prototypes, etc.

3. Show key learnings

Your stakeholders will probably be pressed for time. They won’t be able to process raw data and they usually don’t want to see all of the work you’ve done. What they’re looking for are key insights that matter the most to them specifically. This is why it’s important to know your audience.

Summarise a few key points at the beginning of your report. The first thing they want to see are atomic research nuggets. Create condensed, high-priority bullet points that get immediate attention. This allows people to reference it quickly. Then, share relevant data or artefacts to illustrate your key learnings further.

Relevant data:

• Recurring trends and themes
• Relevant quotes that illustrate important findings
• Data visualisations

Relevant aspects of artefacts:

• Quotes from interviews
• User journey maps
• Affinity diagrams
• Storyboards

For most people you’ll present to, a summary of key insights will be enough. But, you can link to a searchable repository where they can dig deeper. You can include artefacts and tagged data for them to reference.

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4. Share insights and recommendations

Offer actionable recommendations, not opinions. Share clear next steps that solve pain points or answer pending decisions. If you have any in mind, suggest future research options too. If users made specific recommendations, share direct quotes.

5. Choose a format

There are two ways you could share your findings in a presentation or a report. Let’s look at these two categories and see which might be the best fit for you.

Usually, a presentation is best for sharing data with a large group and when presenting to non-technical stakeholders. Presentations should be used for visual communication and when you only need to include relevant information in a brief summary.

A presentation is usually formatted in a:

• Case studies
• Atomic research nuggets
• Pre-recorded video

If you’re presenting to a smaller group, technical stakeholder or other researchers, you might want to use a report. This gives you the capacity to create a comprehensive record. Further, reports could be categorised based on their purpose as usability, analytics or market research reports.

A report is typically formatted in a:

• Notion or Confluence page
• Slack update

You might choose to write a report first, then create a presentation. After the presentation, you can share a more in-depth report. The report could also be used for records later.

1. Keep it engaging

When you’re presenting your findings, find ways to engage those you’re presenting to. You can ask them questions about their assumptions or what you’re presenting to get them more involved.

For example, “What do you predict were our findings when we asked users to test the usability of the menu?” or “What suggestions do you think users had for [a design problem]?”

If you don’t want to engage them with questions, try including alternative formats like videos, audio clips, visualisations or high-fidelity prototypes. Anything that’s interactive or different will help keep their engagement. They might engage with these items during or after your presentation.

Another way to keep it engaging is to tell a story throughout your presentation. Some UX researchers structure their presentations in the form of Joseph Campbell’s Hero’s Journey . Start in the middle with your research findings and then zoom out to your summary, insights and recommendations.

2. Combine qualitative and quantitative data

When possible, use qualitative data to back up quantitative data. For example, include a visualisation of poll results with a direct quote about that pain point.

Use this opportunity to show the value of the work you do and build empathy for your users. Translate your findings into a format that your stakeholders – designers, developers or executives – will be able to understand and act upon.

3. Make it actionable

Actionable presentations are engaging and they should have some business value . That means they need to solve a problem or at least move toward a solution to a problem. They might intend to optimise usability, find out more about the market or analyse user data.

Here are a few ways to make it actionable:

• Include a to-do list at the end
• Share your deck and repository files for future reference
• Recommend solutions for product or business decisions
• Suggest what kind of research should happen next (if any)
• Share answers to posed research questions

4. Keep it concise and effective

Make it easy for stakeholders to dive deeper if they want to but make it optional. Yes, this means including links to an easily searchable repository and keeping your report brief.

Humans tend to focus best on just 3-4 things at a time. So, limit your report to three or four major insights. Additionally, try to keep your presentation down to 20-30 minutes.

Remember, you don’t need to share everything you learned. In your presentation, you just need to show your stakeholders what they are looking for. Anything else can be sent later in your repository or a more detailed PDF report.

5. Admit the shortcomings of UX research

If you get pushback from stakeholders during your presentation, it’s okay to share your constraints.

Your stakeholders might not understand that your sample size is big enough or how you chose the users in your study or why you did something the way you did. While qualitative research might not be statistically significant, it’s usually representative of your larger audience and it’s okay to point that out.

Because they aren’t researchers, it’s your job to explain your methodology to them but also be upfront about the limitations UX research can pose. When all of your cards are on the table, stakeholders are more likely to trust you.

When it comes to presenting your UX research findings, keep it brief and engaging. Provide depth with external resources after your presentation. This is how you get stakeholders to find empathy for your users. This is how you master the art of UX.

Need to go back to the basics and learn more about UX research? Dive into these articles:

What is UX research? The 9 best UX research tools to use in 2022

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What is UX Research: The Ultimate Guide for UX Researchers

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How to create a UX research plan (examples, tactics, and templates)

Conducting UX research without a plan is like moving to another country without knowing the language—confusing and exhausting.

To avoid wasting time and resources, it’s crucial to set achievable research goals and work on developing a research plan that’s clear, comprehensive, and aligned with your overarching business goals and research strategy.

A good UX research plan sets out the parameters for your research, and guides how you’ll gather insights to inform product development. In this chapter, we share a step-by-step guide to creating a research plan, including templates and tactics for you to try. You’ll also find expert tips from Paige Bennett, Senior User Research Manager at Affirm, and Sinéad Davis Cochrane, Research Manager at Workday.

What is a UX research plan?

A UX research plan—not to be confused with a UX research strategy —is a plan to guide individual user experience (UX) research projects.

It's a living document that includes a detailed explanation of tactics, methods, timeline, scope, and task owners. It should be co-created and shared with key stakeholders, so everyone is familiar with the project plan, and product teams can meet strategic goals.

While the UX research plan should be based on strategy, it’s not the same thing. A strategy is a high-level document that contains goals, budget, vision, and expectations. Meanwhile, a plan is a detailed document explaining how the team will achieve those strategic goals. In short, a strategy is a guide, but a plan is what drives action.

What are the benefits of using a UX research plan?

Conducting research without goals and parameters is aimless. A UX research plan is beneficial for your product, user, and business—by building a plan for conducting UX research, you can:

Streamline processes and add structure

Work toward specific, measurable goals, align and engage stakeholders, save time by avoiding rework.

The structure of a research plan allows you to set timelines, expectations, and task owners, so everyone on your team is aligned and empowered to make decisions. Since there’s no second guessing what to do next or which methods to use, you’ll find your process becomes simpler and more efficient. It’s also worth standardizing your process to turn your plan into a template that you can reuse for future projects.

When you set research goals based on strategy, you’ll find it easier to track your team’s progress and keep the project in scope, on time, and on budget. With a solid, strategy-based UX research plan you can also track metrics at different stages of the project and adjust future tactics to get better research findings.

“It’s important to make sure your stakeholders are on the same page with regards to scope, timeline, and goals before you start," explains Paige Bennett, Senior User Research Manager at Affirm. That's because, when stakeholders are aligned, they're much more likely to sign off on product changes that result from UX research.

A written plan is a collaborative way to involve stakeholders in your research and turn them into active participants rather than passive observers. As they get involved, they'll make useful contributions and get a better understanding of your goals.

A UX research plan helps you save time and money quite simply because it’s easier and less expensive to make design or prototype changes than it is to fix usability issues once the product is coded or fully launched. Additionally, having a plan gives your team direction, which means they won’t be conducting research and talking to users without motive, and you’ll be making better use of your resources. What’s more, when everyone is aligned on goals, they’re empowered to make informed decisions instead of waiting for their managers’ approval.

What should a UX research plan include?

In French cuisine, the concept of mise en place—putting in place—allows chefs to plan and set up their workspace with all the required ingredients before cooking. Think of your research plan like this—laying out the key steps you need to go through during research, to help you run a successful and more efficient study.

Here’s what you should include in a UX research plan:

• A brief reminder of the strategy and goals
• An outline of the research objectives
• The purpose of the plan and studies
• A short description of the target audience, sample size, scope, and demographics
• A detailed list of expectations including deliverables, timings, and type of results
• An overview of the test methods and a short explanation of why you chose them
• The test set up or guidelines to outline everything that needs to happen before the study: scenarios, screening questions, and duration of pilot tests
• Your test scripts, questions to ask, or samples to follow
• When and how you’ll present the results
• Cost estimations or requests to go over budget

Collect all UX research findings in one place

Use Maze to run quantitative and qualitative research, influence product design, and shape user-centered products.

How to create a UX research plan

Now we’ve talked through why you need a research plan, let’s get into the how. Here’s a short step-by-step guide on how to write a research plan that will drive results.

• Define the problem statement
• Get stakeholders’ buy-in
• Identify your objectives
• Choose the right research method
• Recruit participants
• Prepare the brief
• Establish the timeline
• Decide how you’ll present your findings

1. Define the problem statement

One of the most important purposes of a research plan is to identify what you’re trying to achieve with the research, and clarify the problem statement. For Paige Bennett , Senior User Research Manager at Affirm, this process begins by sitting together with stakeholders and looking at the problem space.

“We do an exercise called FOG, which stands for ‘Fact, Observation, Guess’, to identify large gaps in knowledge,” says Paige. “Evaluating what you know illuminates questions you still have, which then serves as the foundation of the UX research project.”

You can use different techniques to identify the problem statement, such as stakeholder interviews, team sessions, or analysis of customer feedback. The problem statement should explain what the project is about—helping to define the research scope with clear deliverables and objectives.

2. Identify your objectives

Research objectives need to align with the UX strategy and broader business goals, but you also need to define specific targets to achieve within the research itself—whether that’s understanding a specific problem, or measuring usability metrics . So, before you get into a room with your users and customers, “Think about the research objectives: what you’re doing, why you’re doing it, and what you expect from the UX research process ,” explains Sinéad Davis Cochrane , Research Manager at Workday.

Examples of research objectives might be:

• Learn at what times users interact with your product
• Understand why users return (or not) to your website/app
• Discover what competitor products your users are using
• Uncover any pain points or challenges users find when navigating with your product
• Gauge user interest in and prioritize potential new features

A valuable purpose of setting objectives is ensuring your project doesn't suffer from scope creep. This can happen when stakeholders see your research as an opportunity to ask any question. As a researcher , Sinéad believes your objectives can guide the type of research questions you ask and give your research more focus. Otherwise, anything and everything becomes a research question—which will confuse your findings and be overwhelming to manage.

Sinéad shares a list of questions you should ask yourself and the research team to help set objectives:

• What are you going to do with this information?
• What decisions is it going to inform?
• How are you going to leverage these insights?

Another useful exercise to help identify research objectives is by asking questions that help you get to the core of a problem. Ask these types of questions before starting the planning process:

• Who are the users you’re designing this for?
• What problems and needs do they have?
• What are the pain points of using the product?
• Why are they not using a product like yours?

3. Get stakeholders buy-in

It’s good practice to involve stakeholders at early stages of plan creation to get everyone on board. Sharing your UX research plan with relevant stakeholders means you can gather context, adjust based on comments, and gauge what’s truly important to them. When you present the research plan to key stakeholders, remember to align on the scope of research, and how and when you’ll get back to them with results.

Stakeholders usually have a unique vision of the product, and it’s crucial that you’re able to capture it early on—this doesn’t mean saying yes to everything, but listening to their ideas and having a conversation. Seeing the UX research plan as a living document makes it much easier to edit based on team comments. Plus, the more you listen to other ideas, the easier it will be to evangelize research and get stakeholders to see the value behind it.

I expect my stakeholders to be participants, and I outline how I expect that to happen. That includes observing interviews, participating in synthesis exercises, or co-presenting research recommendations.

Paige Bennett , Senior User Research Manager at Affirm

4. Choose the right research method

Choose between the different UX research methods to capture different insights from users.

To define the research methods you’ll use, circle back to your research objectives, what stage of the product development process you’re in, and the constraints, resources, and timeline of the project. It’s good research practice to use a mix of different methods to get a more complete perspective of users’ struggles.

For example, if you’re at the start of the design process, a generative research method such as user interviews or field studies will help you generate new insights about the target audience. Or, if you need to evaluate how a new design performs with users, you can run usability tests to get actionable feedback.

It’s also good practice to mix methods that drive quantitative and qualitative results so you can understand context, and catch the user sentiment behind a metric. For instance, if during a remote usability test, you hear a user go ‘Ugh! Where’s the sign up button?’ you’ll get a broader perspective than if you were just reviewing the number of clicks on the same test task.

Examples of UX research methods to consider include:

• Five-second testing
• User interviews
• Field studies
• Card sorting
• Tree testing
• Focus groups
• Usability testing
• Diary studies
• Live website testing

Check out our top UX research templates . Use them as a shortcut to get started on your research.

5. Determine how to recruit participants

Every research plan should include information about the participants you need for your study, and how you’ll recruit them. To identify your perfect candidate, revisit your goals and the questions that need answering, then build a target user persona including key demographics and use cases. Consider the resources you have available already, by asking yourself:

• Do you have a user base you can tap into to collect data?
• Do you need to hire external participants?
• What’s your budget to recruit users?
• How many users do you need to interact with?

When selecting participants, make sure they represent all your target personas. If different types of people will be using a certain product, you need to make sure that the people you research represent these personas. This means not just being inclusive in your recruitment, but considering secondary personas—the people who may not be your target user base, but interact with your product incidentally.

You should also consider recruiting research participants to test the product on different devices. Paige explains: “If prior research has shown that behavior differs greatly between those who use a product on their phone versus their tablet, I need to better understand those differences—so I’m going to make sure my participants include people who have used a product on both devices.”

During this step, make sure to include information about the required number of participants, how you’ll get them to participate, and how much time you need per user. The main ways to recruit testers are:

• Using an online participant recruitment tool like Maze’s panel
• Putting out physical or digital adverts in spaces that are relevant to your product and user
• Reaching out to existing users
• Using participants from previous research
• Recruiting directly from your website or app with a tool like In-Product Prompts

5.1. Determine how you’ll pay them

You should always reward your test participants for their time and insights. Not only because it’s the right thing to do, but also because if they have an incentive they’re more likely to give you complete and insightful answers. If you’re hosting the studies in person, you’ll also need to cover your participants' travel expenses and secure a research space. Running remote moderated or unmoderated research is often considered to be less expensive and faster to complete.

If you’re testing an international audience, remember to check your proposed payment system works worldwide—this might be an Amazon gift card or prepaid Visa cards.

6. Prepare the brief

The next component of a research plan is to create a brief or guide for your research sessions. The kind of brief you need will vary depending on your research method, but for moderated methods like user interviews, field studies, or focus groups, you’ll need a detailed guide and script. The brief is there to remind you which questions to ask and keep the sessions on track.

Your script should cover:

• Introduction: A short message you’ll say to participants before the session begins. This works as a starting point for conversations and helps set the tone for the meeting. If you’re testing without a moderator, you should also include an introductory message to explain what the research is about and the type of answers they should give (in terms of length and specificity).
• Interview questions: Include your list of questions you’ll ask participants during the sessions. These could be examples to help guide the interviews, specific pre-planned questions, or test tasks you’ll ask participants to perform during unmoderated sessions.
• Outro message: Outline what you'll say at the end of the session, including the next steps, asking participants if they are open to future research, and thanking them for their time. This can be a form you share at the end of asynchronous sessions.

It’s crucial you remember to ask participants for their consent. You should do this at the beginning of the test by asking if they’re okay with you recording the session. Use this space to lay out any compensation agreements as well. Then, ask again at the end of the session if they agree with you keeping the results and using the data for research purposes. If possible, explain exactly what you’ll do with their data. Double check and get your legal team’s sign-off on these forms.

7. Establish the timeline

Next in your plan, estimate how long the research project will take and when you should expect to review the findings. Even if not exact, determining an approximate timeline (e.g., two-three weeks) will enable you to manage stakeholders’ expectations of the process and results.

Many people believe UX research is a lengthy process, so they skip it. When you set up a timeline and get stakeholders aligned with it, you can debunk assumptions and put stakeholders’ minds at ease. Plus, if you’re using a product discovery tool like Maze, you can get answers to your tests within days.

8. Decide how you’ll present your findings

When it comes to sharing your findings with your team, presentation matters. You need to make a clear presentation and demonstrate how user insights will influence design and development. If you’ve conducted UX research in the past, share data that proves how implementing user insights has improved product adoption.

Examples of ways you can present your results include:

• A physical or digital PDF report with key statistics and takeaways
• An interactive online report of the individual research questions and their results
• A presentation explaining the results and your findings
• A digital whiteboard, like Miro, to display the results

In your plan, mention how you’ll share insights with the product team. For example, if you’re using Maze, you can start by emailing everyone the ready-to-share report and setting up a meeting with the team to identify how to bring those insights to life. This is key, because your research should be the guiding light for new products or updates, if you want to keep development user-centric. Taking care over how you present your findings will impact whether they’re taken seriously and implemented by other stakeholders.

Templates for UX research

Whether you’re creating the plan yourself or are delegating this responsibility to your team, here are six research templates to get started:

• UX research plan template : This editable Miro research project plan example helps you brainstorm user and business-facing problems, objectives, and questions
• UX research brief : You need a clear brief before you conduct UX research—Milanote shares a template that will help you simplify the writing process
• User testing synthesis : Trello put together a sample board to organize user testing notes—you can use this as a guide, but change the titles to fit your UX research purposes
• Usability testing templates : At Maze, we’ve created multiple templates for conducting specific UX research methods—this list will help you create different remote usability tests
• Information architecture (IA) tests template : The way you organize the information in your website or app can improve or damage the user experience—use this template to run IA tests easily
• Feedback survey templates : Ask users anything through a survey, and use these templates to get creative and simplify creation

Everything you need to know about UX research plans

We all know that a robust plan is essential for conducting successful UX research. But, in case you want a quick refresher on what we’ve covered:

• Using a UX research strategy as a starting point will make your plan more likely to succeed
• Determine your research objectives before anything else
• Use a mix of qualitative and quantitative research methods
• Come up with clear personas so you can recruit and test a group of individuals that’s representative of your real end users
• Involve stakeholders from the beginning to get buy-in
• Be vocal about timelines, budget, and expected research findings
• Use the insights to power your product decisions and wow your users; building the solution they genuinely want and need

UX research can happen at any stage of the development lifecycle. When you build products with and for users, you need to include them continuously at various stages of the process.

It’s helpful to explore the need for continuous discovery in your UX research plan and look for a tool like Maze that simplifies the process for you. We’ll cover more about the different research methods and UX research tools in the upcoming chapters—ready to go?

Elevate your UX research workflow

Discover how Maze can streamline and operationalize your research plans to drive real product innovation while saving on costs.

Frequently asked questions

What’s the difference between a UX research plan and a UX research strategy?

The difference between a UX research plan and a UX research strategy is that they cover different levels of scope and detail. A UX research plan is a document that guides individual user experience (UX) research projects. UX research plans are shared documents that everyone on the product team can and should be familiar with. The UX research strategy, on the other hand, outlines the high-level goals, expectations, and demographics of the discovery.

What should you include in a user research plan?

Here’s what to include in a user research plan:

• Problem statement
• Research objectives
• Research methods
• Participants' demographics
• Recruitment plan
• User research brief
• Expected timeline
• How to present findings

How do you write a research plan for UX design?

Creating a research plan for user experience (UX) requires a clear problem statement and objectives, choosing the right research method, recruiting participants and briefing them, and establishing a timeline for your project. You'll also need to plan how you'll analyze and present your findings.

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Written by Bridgette Hernandez

3 September, 2020

Writing good user research summaries can be hard.

They’re supposed to communicate complex, detailed user testing findings in a really concise and simple way. This can be a bit of a challenge for non-writer folks like UX designers.

Are you one of them?

If yes, you’re in the right place. This article is here to help you write clearly, so you don’t end up with a huge summary that no one really wants to read.

Keep reading to know how to write a great research summary everyone will want to get credit for.

How to Write a User Research Summary: Step-by-Step Instructions

Now, let me walk you through the nine steps of writing that epic user research summary.

Step 1. Go Over Research Findings Once Again

Used-based testing is complex. To make sense of the insights from testers, you have to pay attention to every single detail. Not to mention that some critical thinking skills are necessary to read between the lines and make meaningful recommendations.

How to make sure to cover all bases? Read/analyze/watch research materials once again before writing. Not only does this refresh your memory, but it also gives one more chance to spot something important.

So, go over the results and make notes for yourself. The goal would be to summarize the results and make it easier for yourself to structure the summary.

Step 2. Make an Outline

With the research findings and notes fresh in your mind, proceed to outline your summary. It’ll be helpful to structure your thoughts and present everything in a logical order.

There’s no magical formula for the best summary structure, but you can go for this one. It ensures a logical flow of information and covers all important areas.

Report Outline Example

• Research goals and objectives (research questions)
• Summary of the most important findings
• Methodology + participants
• The findings in more detail
• Bugs and other issues
• Recommendations.

Sounds good? If yes, read more about each section next.

Step 3. Research Goals and Objectives (Research Questions)

The first section of your report should give a quick project background. It will give context to the goals and objectives. Describing them will be the most important part to help readers understand how the project contributed to making a better product.

For example:

“For this user testing project, our team was looking to understand the user’s impressions and perceptions of ABC app.”

Consider using a bullet list to describe your goals. This format clarifies writing and is easy to spot and read.

Pro tip: Include a sentence describing the goal of your summary. It can be something like:

“This report describes the user testing process, how the data was collected, the most important results, and recommendations.”

Related: User Testing a Mobile App Prototype: Essential Checklist.

Step 4. Summary of the Most Important Findings

“So what did they find? What do I need to know?

This section should answer these questions. The findings you need to describe are the themes that occurred across more than one tester, e.g., three users struggling to understand how to complete a certain action.

Struggling to keep the sentences you’re writing short and clear? Consider getting professional writing help from tools like Hemingway Editor . Remember that a clear description is critical to making the entire summary useful.

One way to give a clear explanation is to group the findings by themes, e.g., “Navigation.” If you wish to introduce more structure, also consider giving each finding a priority value (low, medium, and high). For example, the findings that point to the most severe issues can be given a “high” priority.

Step 5. Methodology + Participants

Describe the methods that were used to complete the testing.

Say, you invited 30 people between the ages of 20 and 40 to your office and several coffee houses around the city. You asked them to test your new app and tell you their thoughts.

After they “played” with your app for about 20 minutes, you sat down with each tester and talked. So, the primary method of collecting data was an interview.

There were two parts to it. During the first part, the tester shared their experiences with the interviewer. The second part had the interviewer asking the tester a series of pre-written questions, e.g., “ Did you find it difficult to book a breakfast via our app?”

To describe this plausible UX research methodology, you can use this structure:

• Interview plan + questions . Here, list the structure of the interview, e.g., “ The interview started with a quick introduction…”
• Most important interview questions . Describe the questions in a bullet list and add your reasoning to each (see the next point)
• The reasoning behind questions. Include a short explanation of why a particular question was asked, e.g., “ With this question, we were trying to learn how to present information about additional hotel features in a way that even skeptical app users would click to see more”
• Participant description . Let the readers know how many testers participated, and give some demographic details like age, gender, and why they were chosen.

Pro tip : Consider giving the participants fake names in the summary. It’ll make them easier to remember compared to generic “Participant I” or “Participant II.” To make this process more fun, use the famous Fake Name Generator .

Related: Top 10 Questions When Recruiting Participants for User Tests.

Step 6. Test Findings, in More Detail

You’ve given some idea of test findings already, but now it’s time to really go in detail. In this section, you don’t just state the findings, but also provide your explanation of why the test ended this way.

Here’s how you can write the explanation (a very concise one, go for more details):

“The testers weren’t interested in viewing the extra booking features on the app’s home page. According to them, they rarely got to the bottom of the page where the banner was placed. To engage more users, we need to move it up close to the search feature.”

Jenny Amendola, a UX writer from SupremeDissertations , advises to “Differentiate the results by assigning values like ‘Good’ and ‘Bad’ to them. This way, you can make it easier to understand the results.”

Let the readers know how you organized, analyzed, and grouped the results into themes, too.

Step 7. Bugs and Other Issues

In this section, provide the description of problems discovered during the test that affected the results. Feel free to make it into a bullet list where each bug/issue comes with an explanation.

Categorizing them is also a good idea to clarify the text. For example…

Important! Be sure to include screenshots and images to visualize each issue. It’ll help UX designers understand what you mean.

Step 8. Recommendations

It’s time for your critical thinking genius to shine. In this section, list the ideas for improvement, from most important to least important.

Feel free to follow the structure we’ve used so far: the themes, categories, and bullet lists with explanations. Also, consider supporting each recommendation with a quote from a tester.

“Recommendation 1: We need to focus more on making extra booking options visible above the fold on the home page:

Tester review: ‘I rarely scroll down to the bottom of the home page, so I didn’t see that banner.’”

Some visuals with your recommendations could also be useful even if you create something really simple in an image processing app.

Need some help with spotting improvement opportunities and coming up with useful recommendations? Read a beginner-friendly, simple guide below to get started.

Read the Guide: A Beginner’s Guide to User Experience Testing .

Just One More Thing…

Put your name on that awesome summary.

As a UX researcher or someone involved in doing user research, you’ll be writing many more summaries in the future. Keep this outline to make the next one easier.

Happy writing!

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The right way to structure a UX research report

I spent hours staring at blank Google Docs or Google Slides when creating a user research presentation. Finally, it got to the point where, instead of focusing on the actual content, I decided to try a plethora of tools and templates to help me.

It wasn’t that I didn’t know what to write. I didn’t have the right color palette or beautiful graphics (I’m not a designer, after all). So I tried notes, Notion, Miro, some obscure tools that no longer exist, and I downloaded an obscene number of Keynote and Google Slide templates. There was even a point where I  bought  slide templates on Etsy. 

However, the real problem was not the formatting, design, or aesthetic of my research reports—as much as I wished it was because that was a lot easier to solve than the real problem. I had no idea how to structure my research reports. I was constantly faced with writer’s block, staring at the blank pages, knowing that I had to present findings and the clock was ticking. Nothing is more complex than creating something from scratch.

.css-1nrevy2{position:relative;display:inline-block;} Structure by research themes

The first and most common way of structuring reports is by themes. In this structure, you use what you learned from synthesis to guide how you write the report. But what exactly is a theme?

After  affinity diagramming , you will have clusters of information. For example, if I conducted a study on how people decide on where to travel next, I might see the following groups come up:

Inspiration from social media (Instagram, blogs)

Recommendations from friends, family, or communities

Going to a place you’ve been before and enjoyed

Using package or vacation deals

Partner, spouse, or friend wanting to travel somewhere specific

Discounted trip finders 

Choosing from a bucket list of destinations

Randomly selecting a destination that sounds cool

Now, that is a lot to report on in and of itself! If I could help the team better understand this decision, I would focus on the top three to five themes with the highest number of participants. Let’s say I spoke to 20 people, and the top three decision-making factors were:

Inspiration from social media (Instagram, blogs)—17/20 participants

Recommendations from friends, family, or communities—14/20 participants

Using discounted trip finders—13/20 participants

I would use these three themes as the structure of my report, starting with the most common theme and ending with the least. Within the report, I would include:

Theme title

Theme summary, which includes bullet points of the main one to three findings within the theme

A deep dive section, including the insight behind the finding, quotes, videos, or audio clips of each finding

So, this would then look like this:

Theme title: Inspiration from social media

Theme summary:

Finding one: People follow travel influencers on social media (e.g., Instagram and blogs) to constantly be up-to-date on where to travel next

Finding two: People create lists, boards, or collections to save all the destinations they find from influencers or on social media and return to them when they want to travel

Deep dive into finding one:

Many people love to daydream about travel, and there isn’t a better way to do that than getting lost on social media. Jake opens Instagram during work one day because he overheard a colleague talking about a recent trip. Jake knows he has some vacation days left, so he goes to his favorite Instagram travel accounts and starts scrolling. He remembers he started collecting a few places he’d like to go and looks through them, deciding on the top two. He makes a note to look up the prices later tonight, after work, and look into some potential dates. Although he wishes he could book the trip right then and there, it is too complicated to do during work, so he waits until later.

“Yeah, I just got this travel bug suddenly after I heard some people talking, and as soon as I saw the photos on Instagram, I was like, I  have to go. I wish I could have just booked it immediately, but figuring out dates, airlines, hotels, and budget takes focus, so I just look into it when I have more time.”

By following this structure, you can lay out the most important information you found for stakeholders to quickly get the most critical findings. 

Three unexpected ways a research repository makes your life easier

Research goals and questions.

I used the theme template frequently for quite a few years, without deviating much. However, I still saw confusion at times with some stakeholders. With this structure, the answers to their questions or the research goals weren’t always straightforward. I then decided to try another format.

Instead of organizing the findings by themes gathered in clusters, I went straight to answering the research goals or questions aligned on at the beginning of the project. The incredible impact of this structure was that it directly answered what the stakeholders needed to know.  

If we take the example from above, let’s say the research goals were to:

Understand people’s current mental models around deciding on where to travel to next 

Discover pain points behind deciding on where to travel 

Identify the tools people currently use when getting inspired and deciding on where to travel to next

So, instead of grouping by themes, I would structure it like:

Research goal one title

Finding summary, which includes bullet points of the one to three findings relevant to the goal

Finding one directly related to the research goal

Evidence of finding one

Finding two directly related to the research goal

Evidence of finding two

Finding three directly related to the research goal

Evidence of finding three

This way, the evidence you present is directly related to the study’s goals and the information stakeholders need to make decisions. Take a look at my  sample UX research report template here  (in exchange for your email, please)!

What we learned from creating a tagging taxonomy

Usability testing.

Now, I have found that usability testing is its own type of report and template. So I use one of the initial templates but then add a separate component that analyzes the usability aspect. Since it is slightly more manageable, I usually use the theme template to begin my usability test and then dive into the prototype findings. Still, I usually only highlight the top two themes to ensure the presentation isn’t too long. 

The main difference here is the concept/prototype analysis section. There are a few ways to structure analysis when it comes to usability testing. The two main ways I have had success with are:

Screen-by-screen analysis, which includes a photo of the screen and annotations of feedback 

A flow analysis, which includes bullet points of feedback 

If you are doing any quantitative usability testing, such as measuring time on task or task success, include a stoplight chart

The way I decide whether to use screen-by-screen or flow analysis depends on the stakeholders’ needs and the depth of feedback I received from participants. For example, if I find that each screen received a lot of feedback, I will do that analysis. However, if the team needs to understand the flow of the prototype, I will break that up into several slides to demonstrate the feedback on the overall flow.

So my usability testing reports are generally structured like:

Theme title one

Theme title two

A deep dive slide, behind the finding, quotes, videos, or audio clips of each finding

Concept/prototype analysis 

Reminder of the prototype

Screen-by-screen or flow analysis

If applicable, a rainbow chart 

These three structures cover the most common reports/presentations you will encounter as a user researcher. I highly encourage you to try different approaches within these structures by always thinking of your audience first and gathering feedback after each presentation!

If you’re a Dovetail Analysis+Repository or Enterprise customer, you can make awesome-looking reports in Dovetail using Stories. Check out our guide for building beautiful reports here .

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How to write a UX research report and present your findings

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Writing a UX research report can feel like studying for an exam. You know you need to do it. You know it's important for success. And yet, getting down to business can feel overwhelming.

After all, you've spent days—maybe weeks—conducting your research, and now you have to somehow condense all that work into under 20 slides? Not only that: you need every piece of information you include to be compelling and valuable—especially if you're presenting to hard-to-please executives.

The good news is that creating an exceptional research report is very doable. You just need the formula for success. 

Let's look at some proven steps that will help you put together a report guaranteed to wow your stakeholders.

Table of contents

What is a ux research report, essential elements of ux research reports, how to write a great ux research report, best practices for presenting ux research findings, time to shine: presenting insight.

A UX research report is the final stage of any UX research project. It's the culmination of all the hours your team has spent planning, researching and analyzing data—summarized into one succinct presentation.

Regardless of whether you're presenting to the wider UX team , web developers, or executives, the primary aim is always the same: communicate valuable insights and provide actionable recommendations to enhance the user experience.  

Beyond that, reports are also a fantastic opportunity to demonstrate the strategic value of UX to leadership. By tying your recommendations to broader business objectives, you can build UX advocates at the highest level of your organization and secure more budget as a result. 

So, what differentiates excellent UX reports from average ones? In our experience, it comes down to structure. Quality research reports include the following six components. 

Introduction

A punchy introduction will grab your audience's attention and keep them engaged throughout your presentation. Keep your intro short and sweet. Briefly explain the parameters of your research, why it matters, and how your findings could help drive the company forward. 

Research scope 

Now that you've captivated your audience, provide a little more detail to establish trust in the research process. Describe the scope of your study, noting things like:

• The research objectives 
• Your research questions and methodology 
• An overview of your participants 

Like the intro, you'll want to keep this part succinct. While it can be tempting to throw in masses of detail, focus on what your stakeholders need to know.

Strategic value

This section is all about honing in on your why. Focus on helping your stakeholders understand why your research matters. For executives, explain how your research supports strategic business goals. For the wider UX team, hone in on how your insights can improve the user interface design.

Key findings

And now for the main course: sharing the most critical learnings from your study. This section will be the most prominent part of your report, spanning a few pages or slides—but not too many. 

To maintain engagement, you’ll want to be clear and concise. Provide enough information to explain your findings but be careful not to overload your audience with masses of data. 

Recommendations

Conclude your report with actionable next steps. Suggest where improvements could be made to your product or service, focusing on the business benefits of your proposed implementations. As a bonus, why not put forward another study you can undertake that leads on from your project?

Now you know what to include in a great UX research report, it's time to think about how you'll present everything. Here's what to keep in mind. 

1. Empathize with your audience

As a UX researcher, you've already cultivated high levels of empathy for end users, and now it's time to channel that into your report writing. Be mindful of the different audiences you will present to, and tailor your presentation to each one. 

Think about factors like language, terminology, and length. Consider what each stakeholder group wants and needs to know, and craft your report to meet these expectations. You can lean on the interviews you conducted at the beginning of your project to inform your approach. 

For executives especially, remember to communicate the value of your research in terms of ROI. Tailor your suggestions to focus on tangible results like customer lifetime value, lowered acquisition costs, and increased website traffic. 

Not to toot our own horn, but our QX Score is an effortless way to translate UX results into a language your business leaders care about.

2. Turn your findings into a story 

UX researchers are passionate about data and insights, but our stakeholders don't always share the same enthusiasm. To captivate your audience, you'll need to master the art of data-driven storytelling.

Start by grouping your findings into research trends and write a headline insight for each. From there, add summaries, artifacts, and supporting evidence explaining each insight in a little more detail. 

Think carefully about how you'll organize each headline within the presentation. Your aim is to take your audience on a journey. Ideally, each headline will flow nicely into the next, naturally building toward your recommendations for improvement. 

If you're worried about fitting all your information in, or some of your findings don't sit within the key themes you've identified, consider creating an appendix with more granular insights. That way, if a stakeholder wants to learn more, it's easy for them.

3. Embrace visualization 

While the word "report" might conjure up images of lengthy academic papers, UX research reports certainly don't have to be text heavy. In fact, we caution against it.

For maximum engagement, be playful and creative with your design choices. Consider using mediums like video, cartoon storyboards and charts to convey your findings in digestible, eye-catching ways. 

4. Dot the I's and cross the T's 

Spelling errors, inconsistent fonts, and other little mistakes can distract your audience from listening to your amazing insights and even undermine your hard work. 

It's easy to avoid these issues by carefully proofreading your report. At the same time, double check your presentation has a consistent, sleek design with matching colors, fonts, and visuals. All these things will help keep your stakeholders attention and boost your credibility. 

5. Use multiple mediums

Depending on your stakeholders' preferences, you may be asked to present your report in-person or send it via email. Written reports will naturally be slightly more detailed than in-person presentations. If you're asked to share one, take the time to read through the document carefully and make sure it makes sense as a standalone item. 

For meetings and presentations, consider how you can add value to each slide. Resist the urge to simply read from your laptop. Look at how your words can complement what's on the screen, offering your audience deeper insights and context. 

6. Spread the word 

Presenting your UX research findings doesn't start and end in the boardroom. You want to get as many people as possible excited by your research. After all, everyone in your organization can benefit from building empathy with users, and your UX research is a surefire way to achieve that. 

As a best practice, we recommend sharing the highlights of your study on your company's internal communications channel—be it Slack or Teams. You don't need to write more than a paragraph to do this. Focus on the key findings and their business applications. 

At this point, you've created a quality UX research report and are ready to head into your presentation. Presentation nerves are normal. But there are few things you can keep in mind to lessen them.

Practice makes perfect 

Before your meeting, practice your presentation with a colleague who isn’t part of the research team. Not only will this build your confidence, but they may be able to shine a light on points that you've overlooked. 

For example, you may have used some UX terminology in the presentation that they aren't familiar with, or find that one of your sections goes on a little longer than anticipated. 

Any feedback is super helpful for improving your report, so don’t be afraid to ask your colleagues for their honest thoughts! 

Enhance your soft skills 

Confidence is a huge part of effective presenting, helping you come across as credible, knowledgeable, and trustworthy. 

It's easy to improve your soft skills with a few simple tricks: project your voice to the back of the room, avoid using 'uh's' and 'um's', and make eye contact with your audience. 

Be concise 

As the saying goes, time is money! You'll rarely, if ever, have more than half an hour to present your findings to stakeholders, so you'll want to be as concise as possible. Less is always more. 

Too much raw data and excess insights can overwhelm executives, so narrow down on what's relevant to your audience.

Armed with this information, you're ready to roll into your meeting and knock your stakeholders' socks off. Hopefully, you’ll leave the room with the go-ahead for your design team to spring into action, along with some additional budget for new research projects.

Relax. Trust yourself and the work you've put in to get to this point. You've got this. 

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Creating A User Research Plan (with Examples)

UX research helps to test hypothesis you have about users prior to design. Sadly, not every UX design project starts with user research, and that’s because it takes a lot of time to recruit participants, run UX research projects, and sumamrize findings.

Good research, nevertheless, ensures that your product team doesn’t build the wrong functionality that would cost you valuable resources and make you vulnerable to losing customers.

In this article, you’ll see how you can use UX research plan to get stakeholder’s buy-in and create research reports that’s full of valuable advice for product design. Let’s go.

At the end, when you have your research complete, launch the right tool for your design process. For that, try UXPin, an end-to-end design tool for interactive prototyping that brings design and product development together.

Designers can create a powerful prototypes, show them to product managers who can interact with the design instead of just looking at it. Then, they give the design to engineers who can get all the specs and some code to kickstart front-end design with.

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What is a UX Research Plan?

A UX research plan helps to set expectations and document the essentials you need to communicate to stakeholders and clients. Your company needs a strong business case for every user research session, complete with research objectives, goals, methods, and logistical needs for the study.

UX Research Plan Elements

Every UX research plan should start with a solid outline. That’s where templates come in handy. They help you structure your UX research project in a way that team members and stakeholders see value in completing research process.

Master templates are the best way to create a successful and effective UX research plan. Using a template as a starting point makes planning and writing easier and helps you and your team stay focused on the who, what, why, and when of research. Read on for tips and examples for how you can build a user research plan that works.

UX Research Plan Background

The background section should offer your clients and stakeholders a few sentences on why you are creating a user research plan and what it will accomplish. It should orient readers to the needs and expectations behind the purpose of the study. It should also include a problem statement, which is the primary question you’re setting out to answer with your research findings. 

Example Background

The purpose of this study is to understand the major pain points users experience in using our website/app and how these contribute to issues such as cart abandonment, returned items, and low customer loyalty. 

We will be using usability testing to follow the user’s experience of our website/app and the obstacles they encounter leading up to the point of purchase. We will also be using generative research techniques to better understand the customer’s experience of our brand and the challenges and needs they face in making a purchase. 

UX Research Plan Objectives

Before getting into the nitty-gritty of your user research plan, you first want to focus on your research objectives. This step outlines the reasons you are conducting a UX research plan in the first place. Why are you carrying out this research? What are the end goals you have after completing all the work?

Seeking out answers to these questions should be a collaborative effort between you and your stakeholders. It’s also helpful to consider discussions and learnings from past clients and projects to create metrics for your UX research plan. 

Objectives and Success Metrics

Research objectives will be different for every project, but they should always be actionable and specific. 

Example Objectives

• Understand how users currently go about tracking orders on our website
• Understand what actions customers take when they consider buying a new [product we offer]
• Learn about competitor websites/apps customers are using to buy [product we offer]
• Evaluate pain points customers are experiencing in using our website/app

And here are some examples to help you determine the success of your UX research plan.

Example Success Metrics

• What information are we trying to collect about users?
• What scales/documents/statistics do we intend to create?
• What decisions will these materials help to make? 

UX Research Plan Methodology

This step should be a short and sweet description of the research methods you will use to answer the research objectives. It should include both secondary and primary methods. Generative methods, such as user interviews and open-ended questions, help uncover motivations or more general insights, while UX testing helps to evaluate the usability and experience of your product. 

Research Scope & Focus Areas

Clearly outlining the research scope and focus areas helps to facilitate efficient user research planning. The more you’re able to hone in on the specifics of what information you are wanting to collect, the less overwhelmed you will be in the process. It also helps avoid inundating your clients with unnecessary information. 

To keep research-focused, this section should include:

• 3-6 question topics (e.g. How do users spend their time on a website?)
• Design Focus Components, including interface qualities (e.g. Usability, Training, Efficiency, Satisfaction)
• Primary User Scenarios (e.g. Scenarios in which pain points are most problematic; scenarios you have the least information about, etc.)

Example Methodology

For this study, we’re conducting a 30-minute usability test to evaluate our user’s experience of our app/website. A secondary method will be to conduct one-on-one generative research interviews to better understand our customers and empathize with their needs. 

UX Research Plan Participant Profiles

Once you’ve defined objectives methodology and focus areas, it’s time to outline the participants you’ll need to get the required insights. Participant profiles help you determine who you want to recruit, or an approximation of your users, to optimize recruiting efforts. Here are a few examples of how to ensure you’ll get the best participants for your study. 

Define your target user by collaborating with internal stakeholders, marketing, sales, and customer support. With their help, you can create approximations about who your users are. This is a great starting point for finding the right participants for your study. 

Compare yourself to your competitors and create participant profiles based on their audiences. Recruiting people who use a competitor’s product can be an excellent way to glean insights into how to further improve your product. 

Outline a screening process. Participant profiles should include any relevant information concerning your target audience, including behaviors, needs, demographics, geography, etc. Including the right criteria will help you evaluate whether or not to include certain individuals in your user research plan. 

This Nielsen Norman article offers some great information about defining and recruiting the right participants for your study. 

UX Research Plan Timeline

This is optional, but many UX research plans include a timeline that offers clients and stakeholders a general overview of how long the research will take. It helps to set expectations for the final results as well as allowing you to create a schedule for research sessions, debriefing, follow-up, and deliverables. 

Timeline Example: 

Approximately 6-8 weeks for identifying objectives, creating participant profiles, recruitment, in-person meetings, qualitative research, and analysis. 

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UX Research Case Studies & Examples: A Comprehensive Guide

As businesses continue to focus on providing an exceptional user experience (UX) for their customers, user research has become increasingly crucial. User experience research is a process of understanding the needs, behaviors, and preferences of users in order to create a product that meets their expectations.

In this article, we'll explore the importance of UX research, provide some case studies and examples of UX research in action, and discuss how this research can lead to better design and an improved user experience.

Table of Contents

• User Research Case Studies

Case Study 1: Amazon

Case study 2: airbnb, case study 3: dropbox, ux research examples, example 1: user surveys, example 2: focus groups, example 3: a/b testing, ux research case studies.

Let's take a look at some case studies where UX research has been used to create products that meet user expectations and provide an exceptional user experience.

Amazon is one of the most successful e-commerce companies in the world, and their success can be attributed, at least in part, to their focus on UX research. One of their most successful initiatives was the introduction of the "Buy Now" button.

When Amazon first introduced the "Buy Now" button, they noticed that it was not getting as much use as they expected. After conducting user research, they discovered that the button was not prominent enough, and users were having difficulty finding it. As a result, they redesigned the button and made it more prominent, resulting in a significant increase in conversions.

Airbnb is a global online marketplace that allows users to rent vacation homes, apartments, and rooms. To ensure that they are providing a seamless user experience, Airbnb uses UX research to understand user needs and preferences.

One notable example of their UX research success was the introduction of the "Wish List" feature. After conducting user research, they discovered that users were creating lists of their favorite properties, but had no way to save or share them. To address this, Airbnb introduced the "Wish List" feature, allowing users to easily save and share their favorite properties.

Dropbox is a cloud storage service that allows users to save and share files online. To ensure that they are providing a user-friendly experience, Dropbox uses UX research to understand user behavior and preferences.

One example of their success in UX research was the redesign of their homepage. After analyzing user behavior, they discovered that most users were simply looking for a way to sign in to their account. As a result, they redesigned their homepage to make the sign-in button more prominent, resulting in a significant increase in sign-ins.

There are many different examples of user research, and the techniques used will depend on the specific goals of the research. Let's take a look at some common examples.

User surveys are often used to gather quantitative data about user behavior and preferences. These surveys can be conducted online, in-person, or via email, and typically include questions about user demographics, usage habits, and satisfaction.

User surveys can provide valuable insights into user behavior and preferences, helping businesses to design products that meet their needs.

Focus groups are typically used to gather qualitative data about user behavior and preferences. These groups usually consist of 6-10 participants and are moderated by a trained researcher.

During a focus group, participants are asked to discuss their experiences with a specific product or service. This can provide businesses with valuable insights into user behavior and preferences that can be used to design a better user experience.

A/B testing involves creating two different versions of a product or website and testing them with users to see which version is more effective. This can be used to test different design elements, messaging, or features.

A/B testing allows businesses to make data-driven decisions about design and can lead to a better user experience.

User research is an essential component of any successful product or website design. By understanding user behavior and preferences, businesses can create products that meet user needs and provide an exceptional user experience.

We have explored the importance of user experience research, provided some case studies and examples of UX research in action, and discussed how this research can lead to better design and an improved user experience. By using UX research tools and techniques, businesses can create products that meet user needs and achieve long term success.

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UX Research Cheat Sheet

February 12, 2017 2017-02-12

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User-experience research methods are great at producing data and insights, while ongoing activities help get the right things done. Alongside R&D, ongoing UX activities can make everyone’s efforts more effective and valuable. At every stage in the design process, different UX methods can keep product-development efforts on the right track, in agreement with true user needs and not imaginary ones.

In This Article:

When to conduct user research.

One of the questions we get the most is, “When should I do user research on my project?” There are three different answers:

• Do user research at whatever stage you’re in right now . The earlier the research, the more impact the findings will have on your product, and by definition, the earliest you can do something on your current project (absent a time machine) is today.
• Do user research at all the stages . As we show below, there’s something useful to learn in every single stage of any reasonable project plan, and each research step will increase the value of your product by more than the cost of the research.
• Do most user research early in the project (when it’ll have the most impact), but conserve some budget for a smaller amount of supplementary research later in the project. This advice applies in the common case that you can’t get budget for all the research steps that would be useful.

The chart below describes UX methods and activities available in various project stages.

Each project is different, so the stages are not always neatly compartmentalized. The end of one cycle is the beginning of the next.

The important thing is not to execute a giant list of activities in rigid order, but to start somewhere and learn more and more as you go along.

When deciding where to start or what to focus on first, use some of these top UX methods. Some methods may be more appropriate than others, depending on time constraints, system maturity, type of product or service, and the current top concerns. It’s a good idea to use different or alternating methods each product cycle because they are aimed at different goals and types of insight. The chart below shows how often UX practitioners reported engaging in these methods in our survey on UX careers.

If you can do only one activity and aim to improve an existing system, do qualitative (think-aloud) usability testing , which is the most effective method to improve usability . If you are unable to test with users, analyze as much user data as you can. Data (obtained, for instance, from call logs, searches, or analytics) is not a great substitute for people, however, because data usually tells you what , but you often need to know why . So use the questions your data brings up to continue to push for usability testing.

The discovery stage is when you try to illuminate what you don’t know and better understand what people need. It’s especially important to do discovery activities before making a new product or feature, so you can find out whether it makes sense to do the project at all .

An important goal at this stage is to validate and discard assumptions, and then bring the data and insights to the team. Ideally this research should be done before effort is wasted on building the wrong things or on building things for the wrong people, but it can also be used to get back on track when you’re working with an existing product or service.

Good things to do during discovery:

• Conduct field studies and interview users : Go where the users are, watch, ask, and listen. Observe people in context interacting with the system or solving the problems you’re trying to provide solutions for.
• Run diary studies to understand your users’ information needs and behaviors.
• Interview stakeholders to gather and understand business requirements and constraints.
• Interview sales, support, and training staff. What are the most frequent problems and questions they hear from users? What are the worst problems people have? What makes people angry?
• Listen to sales and support calls. What do people ask about? What do they have problems understanding? How do the sales and support staff explain and help? What is the vocabulary mismatch between users and staff?
• Do competitive testing . Find the strengths and weaknesses in your competitors’ products. Discover what users like best.

Exploration methods are for understanding the problem space and design scope and addressing user needs appropriately.

• Compare features against competitors.
• Do design reviews.
• Use research to build user personas and write user stories.
• Analyze user tasks to find ways to save people time and effort.
• Show stakeholders the user journey and where the risky areas are for losing customers along the way. Decide together what an ideal user journey would look like.
• Explore design possibilities by imagining many different approaches, brainstorming, and testing the best ideas in order to identify best-of-breed design components to retain.
• Obtain feedback on early-stage task flows by walking through designs with stakeholders and subject-matter experts. Ask for written reactions and questions (silent brainstorming), to avoid groupthink and to enable people who might not speak up in a group to tell you what concerns them.
• Iterate designs by testing paper prototypes with target users, and then test interactive prototypes by watching people use them. Don’t gather opinions. Instead, note how well designs work to help people complete tasks and avoid errors. Let people show you where the problem areas are, then redesign and test again.
• Use card sorting to find out how people group your information, to help inform your navigation and information organization scheme.

Testing and validation methods are for checking designs during development and beyond, to make sure systems work well for the people who use them.

• Do qualitative usability testing . Test early and often with a diverse range of people, alone and in groups. Conduct an accessibility evaluation to ensure universal access.
• Ask people to self-report their interactions and any interesting incidents while using the system over time, for example with diary studies .
• Audit training classes and note the topics, questions people ask, and answers given. Test instructions and help systems.
• Talk with user groups.
• Staff social-media accounts and talk with users online. Monitor social media for kudos and complaints.
• Analyze user-forum posts. User forums are sources for important questions to address and answers that solve problems. Bring that learning back to the design and development team.
• Do benchmark testing: If you’re planning a major redesign or measuring improvement, test to determine time on task, task completion, and error rates of your current system, so you can gauge progress over time.

Listen throughout the research and design cycle to help understand existing problems and to look for new issues. Analyze gathered data and monitor incoming information for patterns and trends.

• Survey customers and prospective users.
• Monitor analytics and metrics to discover trends and anomalies and to gauge your progress.
• Analyze search queries: What do people look for and what do they call it? Search logs are often overlooked, but they contain important information.
• Make it easy to send in comments, bug reports, and questions. Analyze incoming feedback channels periodically for top usability issues and trouble areas. Look for clues about what people can’t find, their misunderstandings, and any unintended effects.
• Collect frequently asked questions and try to solve the problems they represent.
• Run booths at conferences that your customers and users attend so that they can volunteer information and talk with you directly.
• Give talks and demos: capture questions and concerns.

Ongoing and strategic activities can help you get ahead of problems and make systemic improvements.

• Find allies . It takes a coordinated effort to achieve design improvement. You’ll need collaborators and champions.
• Talk with experts . Learn from others’ successes and mistakes. Get advice from people with more experience.
• Follow ethical guidelines . The UXPA Code of Professional Conduct is a good starting point.
• Involve stakeholders . Don’t just ask for opinions; get people onboard and contributing, even in small ways. Share your findings, invite them to observe and take notes during research sessions.
• Hunt for data sources . Be a UX detective. Who has the information you need, and how can you gather it?
• Determine UX metrics. Find ways to measure how well the system is working for its users.
• Follow Tog's principles of interaction design .
• Use evidence-based design guidelines , especially when you can’t conduct your own research. Usability heuristics are high-level principles to follow.
• Design for universal access . Accessibility can’t be tacked onto the end or tested in during QA. Access is becoming a legal imperative, and expert help is available. Accessibility improvements make systems easier for everyone.
• Give users control . Provide the controls people need. Choice but not infinite choice.
• Prevent errors . Whenever an error occurs, consider how it might be eliminated through design change. What may appear to be user errors are often system-design faults. Prevent errors by understanding how they occur and design to lessen their impact.
• Improve error messages . For remaining errors, don’t just report system state. Say what happened from a user standpoint and explain what to do in terms that are easy for users to understand.
• Provide helpful defaults . Be prescriptive with the default settings, because many people expect you to make the hard choices for them. Allow users to change the ones they might need or want to change.
• Check for inconsistencies . Work-alike is important for learnability. People tend to interpret differences as meaningful, so make use of that in your design intentionally rather than introducing arbitrary differences. Adhere to the principle of least astonishment . Meet expectations instead.
• Map features to needs . User research can be tied to features to show where requirements come from. Such a mapping can help preserve design rationale for the next round or the next team.
• When designing software, ensure that installation and updating is easy . Make installation quick and unobtrusive. Allow people to control updating if they want to.
• When designing devices, plan for repair and recycling . Sustainability and reuse are more important than ever. Design for conservation.
• Avoid waste . Reduce and eliminate nonessential packaging and disposable parts. Avoid wasting people’s time, also. Streamline.
• Consider system usability in different cultural contexts . You are not your user. Plan how to ensure that your systems work for people in other countries . Translation is only part of the challenge.
• Look for perverse incentives . Perverse incentives lead to negative unintended consequences. How can people game the system or exploit it? How might you be able to address that? Consider how a malicious user might use the system in unintended ways or to harm others.
• Consider social implications . How will the system be used in groups of people, by groups of people, or against groups of people? Which problems could emerge from that group activity?
• Protect personal information . Personal information is like money. You can spend it unwisely only once. Many want to rob the bank. Plan how to keep personal information secure over time. Avoid collecting information that isn’t required, and destroy older data routinely.
• Keep data safe . Limit access to both research data and the data entrusted to the company by customers. Advocate for encryption of data at rest and secure transport. A data breach is a terrible user experience.
• Deliver both good and bad news . It’s human nature to be reluctant to tell people what they don’t want to hear, but it’s essential that UX raise the tough issues. The future of the product, or even the company, may depend on decisionmakers knowing what you know or suspect.
• Track usability over time . Use indicators such as number and types of support issues, error rates and task completion in usability testing, and customer satisfaction ratings, to show the effectiveness of design improvements.
• Include diverse users . People can be very different culturally and physically. They also have a range of abilities and language skills. Personas are not enough to prevent serious problems, so be sure your testing includes as wide a variety of people as you can.
• Track usability bugs . If usability bugs don’t have a place in the bug database, start your own database to track important issues.
• Pay attention to user sentiment . Social media is a great place for monitoring user problems, successes, frustrations, and word-of-mouth advertising. When competitors emerge, social media posts may be the first indication.
• Reduce the need for training . Training is often a workaround for difficult user interfaces, and it’s expensive. Use training and help topics to look for areas ripe for design changes.
• Communicate future directions . Customers and users depend on what they are able to do and what they know how to do with the products and services they use. Change can be good, even when disruptive, but surprise changes are often poorly received because they can break things that people are already doing. Whenever possible, ask, tell, test with, and listen to the customers and users you have. Consult with them rather than just announcing changes. Discuss major changes early, so what you hear can help you do a better job, and what they hear can help them prepare for the changes needed.
• Recruit people for future research and testing . Actively encourage people to join your pool of volunteer testers. Offer incentives for participation and make signing up easy to do via your website, your newsletter, and other points of contact.

Use this cheat-sheet to choose appropriate UX methods and activities for your projects and to get the most out of those efforts. It’s not necessary to do everything on every project, but it’s often helpful to use a mix of methods and tend to some ongoing needs during each iteration.

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User Research Report Template

A UX template to create a user research report for your team! Concentrating on the synthesis and actions of your field research is one of the most important parts of the UX research process.

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https://youtu.be/bpRr8S_rz0g

I've put this template together to allow you to just cut and paste all your findings into the template so you concentrate on making world class findings and delivering amazing presentations!

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7 powerful examples of UX research in action

After a lengthy planning and designing process, you’ve turned your website or app vision into a reality. But maybe you've noticed that despite its visual appeal, conversions are low while bounce rates keep soaring. Often, a poor user experience (UX) is to blame, affecting your brand perceptions and customer conversions.

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So, how can you create a frictionless, user-centric experience? Strong UX research and smart use of UX research tools are key.

While the research process can be a challenge, analyzing how other brands have successfully conducted UX research can inspire your own approach. This article dives into seven detailed case studies and shows you how to use UX research tools to identify and solve UX challenges and delight your customers.

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Why and when should you perform UX research?

UX research is the strategic process of analyzing target users to understand their needs, behavior, and experience. Teams use UX research, feedback tools, and experimentation techniques to collect contextual insights.

Then, they translate these insights into a user-centric design that generates strong conversions and higher user retention rates.

UX research offers several other benefits, including:

Helping create customer delight: by understanding how users behave, you can design your product more accessibly and empathetically. UX research equips teams to create tailored experiences, maximizing customer satisfaction and improving product experience (PX). 

Replacing guesswork with data-driven insights : UX research involves collecting and assessing qualitative and quantitative data to make decisions based on comprehensive insights, rather than gut feelings.

Providing insight into the user’s needs : the better you know your audience's pain points, the better you can design a product that truly addresses their needs. UX research tells you exactly where your users struggle—so you can come up with solutions. 

Helping you achieve critical KPIs : research methods like concept validation and user feedback ensure every iteration moves you toward better user engagement, conversions, increased retention, and reduced churn, positively impacting your revenue.

The benefits of UX research are clear. So when should you start the process? 

Since you are creating a product for someone else and not for yourself, any time is good to start UX research. The beginning doesn't have to be sophisticated. It can start simple and evolve, adapting to the amount/complexity of the questions about the users and the resources of your business.

You only need curiosity, some time, and a willingness to base your product on facts and not assumptions.

Let’s take a look at how seven companies aced UX research and produced incredible results.

7 UX research examples to get inspired

UX research offers you opportunities for conversion rate optimization and personalization that can significantly increase business growth and enhance customer satisfaction.

Contrary to popular belief, you don’t always need a dedicated UX research team: a cost-effective tech stack can do most of the heavy lifting. Product experience insights tools like Hotjar help you assess your users’ experience, measure their behavior, and garner constructive feedback for UX analysis . 

Here are seven examples of great UX research with the help of product experience insights tools to get you inspired.

1. Zenprint: 7% reduction in bounce rate

Zenprint provides order and wholesale digital printing services in the Australian market.

Zenprint’s biggest challenge was identifying factors leading to drop-offs on their website. The brand’s marketing team struggled to figure out:

Where people spent their time

What users were interested in 

What caused them to drop off

They wanted actionable insights into how users interacted with their site . 

Action plan

Zenprint’s marketing team leveraged Hotjar (👋) to analyze web performance and understand user behavior at a granular level. They used:

Funnels to locate the exact drop-off points in the customer journey

Session Recordings to understand how each user behaved on the site, tracing mouse and scroll movements to see which elements users click on

Heatmaps to view color-coded representations of popular and unpopular site elements to help discover areas where users spend the most time and determine those that need improvement

This action plan helped the team zero in on their pricing table as a major blocker.

Once Zenprint identified the problem, the next step was split testing multiple layouts to optimize the pricing table. With a simple change in their pricing plan, the Zenprint team reduced drop-off rates by 7% and boosted its conversion rate by 2%. 

Key takeaways

For stellar UX research, collect real-time insights from users across different stages of the conversion funnel to identify bottlenecks. Supplement quantitative analytics with qualitative feedback by analyzing Hotjar Recordings and Heatmaps to understand user behavior.

2. Matalan: 400% ROI

Matalan is a British fashion and homeware retail and ecommerce brand.

Without qualitative UX research to interpret data points, Matalan's UX team was forced to make decisions based on gut feelings, relying on quantitative data alone, which gave them limited visibility. The checkout process was showing high drop-offs and they weren’t sure why. 

When Matalan migrated to a responsive website, its UX team used Hotjar to record and assess user responses to this change, and compare performance through A/B testing. They also viewed Session Recordings that flagged bugs and glitches early in the migration process.

They used Hotjar's Feedback tools to collect user feedback in real-time to capture the customer’s voice and make product changes to improve the user experience. Combined with user recordings, these provided a complete overview of the user journey, which helped eliminate areas of friction.

Using recordings to closely monitor user behavior, Matalan optimized its checkout process and increased conversions by 1.23%.

They created a bespoke experience dashboard by combining qualitative insights gathered by Hotjar with Google Data Studio analytics for a comprehensive UX research process. 

Instead of relying solely on numbers, collect user perspectives to add depth to your UX research . This concrete feedback can make your team aware of flaws in the user experience so you can proactively offer fixes.

3. Materials Market: 3x conversions

Materials Market is a UK-based marketplace for construction material manufacturers and customers.

Materials Market’s co-founder wanted to optimize their website experience by improving three problem areas:

Poorly placed calls to action (CTAs), where mobile users couldn’t see the CTA clearly enough to click on it

Customer drop-offs at the checkout step because users only wanted to check the delivery time

A complicated cookie policy that caused visitors to bounce as soon as they landed on the website

Materials Market used Hotjar Recordings and Heatmaps to dig deeper into these UX research issues . The result was a gradual upgrade of the website to meet—and exceed—customer expectations. Here’s what happened:

They improved the visibility of CTAs with changes to font, color, and design. The team also included a rating widget next to the CTAs to display social proof. 

They removed the need to set up an account to place an order and added an estimated delivery date for every product

They implemented design changes in the cookie policy pop-up to make it 30% bigger with better color and copy. They also placed the banner on the top of the page. 

Redesigning the checkout flow decreased drop-offs by 86%. On the flip side, the conversion rate more than tripled to 1.6% —massively boosting yearly revenue by more than £10,000.

UX research tools like recordings are a great way to understand user behavior on your website—you can sort and filter recordings with Hotjar by relevance. This can boost your UX research efforts without relying heavily on technical expertise and development knowledge.

4. Totally Promotional: increased sales while enhancing UX

Totally Promotional is a US-based manufacturer and retailer that produces customized promotional products for brands.

Totally Promotional wanted to evaluate on-site user behavior and improve the brand's UX quality but was struggling to collect meaningful user data that offered a complete insight into the user experience.

Relying on Google Analytics alone, the team lacked qualitative feedback to interpret customer needs and design empathetically.

The team added Hotjar to its tech stack to get a better view of user interaction and web experience. They used Hotjar Heatmaps to assess where users spent their time and dropped off—identifying underperforming pages and bugs. 

Hotjar’s Feedback and Survey tools were useful in capturing Voice of the Customer (VoC) insights, allowing Totally Promotional to examine why users behaved the way they did. They also watched Session Recordings to pinpoint where buyers felt stuck in the order process. 

This mix of UX research tools removed the guesswork from Totally Promotional’s website optimization process. The team took an evidence-based approach and incorporated both minor tweaks and significant updates in the ecommerce storefront design. 

However, the most crucial action they took was changing the order process for their branded pens page, which tripled sales for this product.

Behavioral data and user perspectives are both necessary for excellent UX research. Intuitive tools like Hotjar’s Feedback widget can help you collate meaningful information to supercharge your UX research campaign and implement strategic website changes. 

5. Hussle: fixed one bug every week

Hussle is a subscription-based network of gyms, spas, and digital fitness solutions. 

Hussle’s biggest challenge was high customer churn: the brand’s product team wanted to better understand why this was happening and deploy UX research to reduce churn with an unparalleled product experience. 

Hussle’s team leveraged Surveys and Recordings to find answers as to why users were leaving. 

It turned out there were three core reasons behind churn:  

High subscription cost

Changes in the user’s location 

Purchase of direct gym membership 

Deploying UX research tools to understand churn led to an improved UX and user interface and boosted Hussle’s growth. The team saw great results, including: 

A preemptive bug fix that would’ve hindered the buying process 

Streamlined the bug-fixing process by detecting and deleting at least one bug weekly

Gathered meaningful insights from users through 1000+ survey responses and over 73,000 seconds of Hotjar Session Recordings

The team has continued to use Session Recordings and Heatmaps to stay one step ahead—whether detecting bugs or finding where users get stuck. 

User feedback is a great way to understand the reasons behind churn so you can address them and improve retention . Additionally, you can also gather data to proactively fix bugs and improve UX.

6. Turum-burum: +55% conversion rate

Turum-burum is a digital UX design agency that provides conversion rate optimization strategies for clients like Intertop, one of Ukraine's biggest shoe retailers.

Intertop saw a rapid increase in traffic on their website and used Turum-burum’s services to maximize conversions from this influx of visitors. They used UX research to address three crucial challenges:

Simplifying and enhancing the customer journey once a visitor lands on Intertop’s homepage

Testing and implementing UX changes as quickly as possible

Anticipating and mitigating any potential risks resulting from UX changes

Using Hotjar’s exit-intent Surveys , the Turum-burum team identified a major problem in the conversion funnel: their complicated checkout process.  

Hotjar helped the team in two main ways:

They used the user feedback coming in through Surveys to prioritize improvements 

They used Heatmaps and Session Recordings to understand customer blockers and pain points 

Drawing on these UX research insights, the team decided to add a few small but crucial details to Intertop’s storefront, such as filters, intuitive product lists, and an improved checkout flow.

Product experience insights helped the team pinpoint exact bottlenecks and run feedback-driven experiments.  

These changes skyrocketed Intertop's conversion rate by 54.68% and reduced bounce rates by 13.35%. They also enhanced the product page and lists to increase conversion from the cart to the checkout page by 36.6%.   

Mapping the customer journey through your sales funnel is a critical part of successful ecommerce UX research. Monitor user needs at every stage through heatmaps, recordings, and feedback tools. 

7. eShopWorld: better UX and conversion fluctuation awareness 

eShopWorld delivers global ecommerce solutions to help brands scale their business at the international level. 

One of eShopWorld’s key services is conversion rate optimization. They monitor conversions for every client to identify drops and discrepancies. 

However, the team didn't have a reliable tool for evaluating user behavior and countering occasional dips in the conversion rate.

eShopWorld used Hotjar Feedback tools on its checkout page to collect real-time user opinions: customers were able to flag issues right before ordering, and the eShopWorld team could dig deeper into understanding the context behind their comments via Session Recordings .

Heatmaps also provided actionable insights into customer behavior so the team could holistically review user issues and prioritize them according to their impact on the UX.

eShopWorld studied all the user feedback to get to the root of key problems. They used research data to plan and communicate UX design and user flow changes to tackle each blocker.

The team also analyzed Hotjar Heatmaps and watched Session Recordings to assess whether UX redesigns and changes produced the intended effect for users.

UX research is a continuous process of striving to understand your customers and their preferences at every stage of design and development. By using research tools to identify key issues and dig deeper into their context, teams can produce user-centric interfaces and make data-informed decisions.

UX research is paramount to product success

For your site to attract quality traffic, deliver seamless buying experiences, and move the needle on conversion rates, you need to understand how your users behave and what they expect.

UX research tools can help you stay on top of your customer needs. Feature-packed PX insights tools allow you to easily observe user behavior, synthesize user feedback, and perform experiments to drive product growth. 

Frequently Asked Questions

What does ux research involve.

UX research is the process of studying the target audience to examine user behavior and identify opportunities for improving designs and workflows. UX research typically involves:

Monitoring user behavior 

Assessing what users like and dislike based on their activity

Collecting feedback and suggestions for potential bugs or friction areas

Experimenting to see user reactions and validate any design improvements

Asking users for feedback to bring the users’ voice into the design and development process.

What are some UX research methods?

UX research varies in terms of methodology. You can use qualitative, quantitative, behavioral, and attitudinal methods for conducting your research. Each method uncovers unique insights about the user experience, such as:

Qualitative : why and how users behave on a page

Quantitative : numerical assessment of their activity

Behavioral : what users do on a website/product

Attitudinal : how users perceive a website/product

Why do you need UX research?

UX research lays the groundwork for successful UX design strategies. It helps you understand your customers and their needs to create more empathetic designs tailored to your audience. 

It’s an essential factor for achieving goals such as lowering churn, bounce rate, cart abandonment, and improving UX. By helping you iterate your site or product informed by user feedback, UX research allows you to create a bulletproof website that meets user expectations.

UX research tools

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UX research methods

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A Complete Guide to Primary and Secondary Research in UX Design

To succeed in UX design, you must know what UX research methods to use for your projects.

This impacts how you:

• Understand and meet user needs
• Execute strategic and business-driven solutions
• Differentiate yourself from other designers
• Be more efficient in your resources
• Innovate within your market

Primary and secondary research methods are crucial to uncovering this. The former is when you gather firsthand data directly from sources, while the latter synthesizes existing data and translates them into insights and recommendations.

Let's dive deep into each type of research method and its role in UX research.

If you are still hungry to learn more, specifically how to apply it practically in the real world, you should check out Michael Wong's UX research course . He teaches you  the exact process and tactics he used that helped him build a UX agency that generated over $10M+ million in revenue.

What is p rimary research in UX design

Primary UX research gathers data directly from the users to understand their needs, behaviors, and preferences.

It's done through interviews, surveys, and observing users as they interact with a product.

Primary research in UX: When and why to use it

Primary research typically starts at the start of a UX project. This is so that the design process is grounded in a deep understanding of user needs and behaviors.

By collecting firsthand information early on, teams can tailor their designs to address real user problems.

Here are the reasons why primary research is important in UX design: ‍

1. It fast-tracks your industry understanding

Your knowledge about the industry may be limited at the start of the project. Primary research helps you get up to speed because you interact directly with real customers. As a result, this allows you to work more effectively.

Example: Imagine you're designing an app for coffee lovers. But you're not a coffee drinker yourself. Through user interviews, you learn how they prefer to order their favorite drink, what they love or hate about existing coffee apps, and their "wishlist" features by talking directly to them.

This crucial information will guide you on what to focus on in later stages when you do the actual designing. ‍

2. You'll gain clarity and fill knowledge gaps

There are always areas we know less about than we'd like. Primary research helps fill these gaps by observing user preferences and needs directly.

Example: Let's say you're working on a website for online learning. You might assume that users prefer video lessons over written content, but your survey results show that many users prefer written material because they can learn at their own pace.

With that in mind, you'll prioritize creating user-friendly design layouts for written lessons. ‍

3. You get to test and validate any uncertainties

When unsure about a feature, design direction, or user preference, primary research allows you to test these elements with real users.

This validation process helps you confidently move forward since you have data backing your decisions.

Example: You're designing a fitness app and can't decide between a gamified experience (with points and levels) or a more straightforward tracking system.

By prototyping both options and testing them with a group of users, you discover that the gamified experience concept resonates more.

Users are more motivated when they gain points and progress levels. As a result, you pivot to designing a better-gamified experience.

Types of primary research methods in UX design

Here's a detailed look at common primary research methods in UX:

1. User interviews

• What is it: User interviews involve one-on-one conversations with users to gather detailed insights, opinions, and feedback about their experiences with a product or service.
• Best used for: Gathering qualitative insights on user needs, motivations, and pain points.
• Tools: Zoom and Google Meet for remote interviews; Calendly for scheduling; Otter.ai for transcription. ‍
• What is it: Surveys are structured questionnaires designed to collect quantitative data on user preferences, behaviors, and demographics.
• Best used for: Collecting data from many users to identify patterns and trends.
• Tools: Google Forms, SurveyMonkey, and Typeform for survey creation; Google Sheets and Notion for note taking. ‍

3. Usability testing

• What is it: Usability testing involves observing users interact with a prototype or the actual product to identify usability issues and areas for improvement.
• Best used for: Identifying and addressing usability problems.
• Tools: FigJam, Lookback.io , UserTesting, Hotjar for conducting and recording sessions; InVision, Figma for prototype testing; Google Sheets to log usability issues and track task completion rates. ‍

4. Contextual inquiry

• What is it: This method involves observing and interviewing users in their natural environment to understand how they use a product in real-life situations.
• Best used for: Gaining deep insights into user behavior and the context in which a product is used.
• Tools: GoPro or other wearable cameras for in-field recording; Evernote for note-taking; Miro for organizing insights. ‍

5. Card sorting

• What is it: Card sorting is when users organize and categorize content or information.
• Best used for: Designing or evaluating the information architecture of a website or application.
• Tools: FigJam, Optimal Workshop, UXPin, and Trello for digital card sorting; Mural for collaborative sorting sessions. ‍

6. Focus groups

• What is it: Group discussions with users that explore their perceptions, attitudes, and opinions about a product.
• Best used for: Gathering various user opinions and ideas in an interactive setting.
• Tools: Zoom, Microsoft Teams for remote focus groups; Menti or Slido for real-time polling and feedback. ‍

7. Diary studies

• What is it: A method where users record their experiences, thoughts, and frustrations while interacting with a product over a certain period of time.
• Best used for: Understanding long-term user behavior, habits, and needs.
• Tools: Dscout, ExperienceFellow for mobile diary entries; Google Docs for simple text entries. ‍

8. Prototype testing

• What is it: Prototype testing is when users evaluate the usability and design of early product prototypes with users.
• Best used for: Identifying usability issues and gathering feedback on design concepts
• Tools: Figma for creating and sharing prototypes; Maze for unmoderated testing and analytics. ‍

9. Eye-tracking

• What is it: A method that analyzes where and how long users look at different areas on a screen.
• Best used for: Understanding user attention, readability, and visual hierarchy effectiveness.
• Tools: Tobii, iMotions for hardware; Crazy Egg for website heatmaps as a simpler alternative. ‍

10. A/B testing

• What is it: A/B testing compares two or more versions of a webpage or app feature to determine which performs better in achieving specific goals.
• Best used for: Making data-driven decisions on design elements that impact user behavior.
• Tools: Optimizely, Google Optimize for web-based A/B testing; VWO for more in-depth analysis and segmentation. ‍

11. Field studies

• What is it: Research done in real-world settings to observe and analyze user behavior and interactions in their natural environment.
• Best used for: Gaining insights into how products are used in real-world contexts and identifying unmet user needs.
• Tools: Notability, OneNote for note-taking; Voice Memos for audio recording; Trello for organizing observations. ‍

12. Think-aloud protocols

• What is it: A method involves users verbalizing their thought process while interacting with a product. It helps uncover their decision-making process and pain points.
• Best used for: Understanding user reasoning, expectations, and experiences when using the product.
• Tools: UsabilityHub, Morae for recording think-aloud sessions; Zoom for remote testing with screen sharing.

Challenges of primary research in UX

Here are the obstacles that UX professionals may face with primary research:

• Time-consuming : Primary research requires significant planning, conducting, and analyzing. This is particularly relevant for methods that involve a lot of user interaction.
• Resource intensive : A considerable amount of resources is needed, including specialized tools or skills for data collection and analysis.
• Recruitment difficulties : Finding and recruiting suitable participants willing to put in the effort can be challenging and costly.
• Bias and validity : The risk of bias in collecting and interpreting data highlights the importance of carefully designing the research strategy. This is so that the findings are accurate and reliable. ‍

What is secondary research in UX design

Once primary research is conducted, secondary research analyzes and converts this data into insights. They may also find common themes and ideas and convert them into meaningful recommendations.

Using journey maps, personas, and affinity diagrams can help them better understand the problem.

Secondary research also involves reviewing existing research, published books, articles, studies, and online information. This includes competitor websites and online analytics to support design ideas and concepts. ‍

Secondary research in UX: Knowing when and why to use it

Secondary research is a flexible method in the design process. It fits in both before and after primary research.

At the project's start, looking at existing research and what's already known can help shape your design strategy. This groundwork helps you understand the design project in a broader context.

After completing your primary research, secondary research comes into play again. This time, it's about synthesizing your findings and forming insights or recommendations for your stakeholders.

Here's why it's important in your design projects:

1. It gives you a deeper understanding of your existing research

Secondary research gathers your primary research findings to identify common themes and patterns. This allows for a more informed approach and uncovers opportunities in your design process.

Example: When creating personas or proto-personas for a fitness app, you might find common desires for personalized workout plans and motivational features.

This data shapes personas like "Fitness-focused Fiona," a detailed profile that embodies a segment of your audience with her own set of demographics, fitness objectives, challenges, and likes. ‍

2. Learn more about competitors

Secondary research in UX is also about leveraging existing data in the user landscape and competitors.

This may include conducting a competitor or SWOT analysis so that your design decisions are not just based on isolated findings but are guided by a comprehensive overview. This highlights opportunities for differentiation and innovation.

Example: Suppose you're designing a budgeting app for a startup. You can check Crunchbase, an online database of startup information, to learn about your competitors' strengths and weaknesses.

If your competitor analysis reveals that all major budgeting apps lack personalized advice features, this shows an opportunity for yours to stand out by offering customized budgeting tips and financial guidance. ‍

Types of secondary research methods in UX

1. competitive analysis.

• What is it: Competitive analysis involves systematically comparing your product with its competitors in the market. It's a strategic tool that helps identify where your product stands about the competition and what unique value proposition it can offer.
• Best used for: Identifying gaps in the market that your product can fill, understanding user expectations by analyzing what works well in existing products, and pinpointing areas for improvement in your own product.
• Tools: Google Sheets to organize and visualize your findings; Crunchbase and SimilarWeb to look into competitor performance and market positioning; and UserVoice to get insights into what users say about your competitors.

2. Affinity mapping

• What is it: A collaborative sorting technique used to organize large sets of information into groups based on their natural relationships.
• Best used for: Grouping insights from user research, brainstorming sessions, or feedback to identify patterns, themes, and priorities. It helps make sense of qualitative data, such as user interview transcripts, survey responses, or usability test observations.
• Tools: Miro and FigJam for remote affinity mapping sessions.

3. Customer journey mapping

• What is it: The process of creating a visual representation of the customer's experience with a product or service over time and across different touchpoints.
• Best used for: Visualizing the user's path from initial engagement through various interactions to the final goal.
• Tools: FigJam and Google Sheets for collaborative journey mapping efforts.

4. Literature and academic review

• What is it: This involves examining existing scholarly articles, books, and other academic publications relevant to your design project. The goal is to deeply understand your project's theoretical foundations, past research findings, and emerging trends.
• Best used for: Establishing a solid theoretical framework for your design decisions. A literature review can uncover insights into user behavior and design principles that inform your design strategy.
• Tools: Academic databases like Google Scholar, JSTOR, and specific UX/UI research databases. Reference management tools like Zotero and Mendeley can help organize your sources and streamline the review process.

Challenges of secondary research in UX design

These are the challenges that UX professionals might encounter when carrying out secondary research:

• Outdated information : In a world where technology changes fast, the information you use must be current, or it might not be helpful.
• Challenges with pre-existing data : Using data you didn't collect yourself can be tricky because you have less control over its quality. Always review how it was gathered to avoid mistakes.
• Data isn't just yours : Since secondary data is available to everyone, you won't be the only one using it. This means your competitors can access similar findings or insights.
• Trustworthiness : Look into where your information comes from so that it's reliable. Watch out for any bias in the data as well. ‍

The mixed-method approach: How primary and secondary research work together

Primary research lays the groundwork, while secondary research weaves a cohesive story and connects the findings to create a concrete design strategy.

Here's how this mixed-method approach works in a sample UX project for a health tech app:

Phase 1: Groundwork and contextualization

• User interviews and surveys (Primary research) : The team started their project by interviewing patients and healthcare providers. The objective was to uncover the main issues with current health apps and what features could enhance patient care.
• Industry and academic literature review (Secondary research) : The team also reviewed existing literature on digital health interventions, industry reports on health app trends, and case studies on successful health apps. ‍

Phase 2: Analysis and strategy formulation

• Affinity mapping (Secondary research) : Insights from the interviews and surveys were organized using affinity mapping. It revealed key pain points like needing more personalized and interactive care plans.
• Competitive benchmarking (Secondary research) : The team also analyzed competitors’ apps through secondary research to identify common functionalities and gaps. They noticed a lack of personalized patient engagement and, therefore, positioned their app to fill this void in the market. ‍

Phase 3: Design and validation

• Prototyping (Secondary research) : With a good grasp of what users need and the opportunities in the market, the startup created prototypes. These prototypes include AI-powered personalized care plans, reminders for medications, and interactive tools to track health.
• Usability testing (Primary research) : The prototypes were tested with a sample of the target user group, including patients and healthcare providers. Feedback was mostly positive, especially for the personalized care plans. This shows that the app has the potential to help patients get more involved in their health. ‍

Phase 4: Refinement and market alignment

• Improving design through iterations: The team continuously refined the app's design based on feedback from ongoing usability testing.
• Ongoing market review (Secondary research) : The team watched for new studies, healthcare reports, and competitors' actions. This helped them make sure their app stayed ahead in digital health innovation. ‍

Amplify your design impact and impress your stakeholders in 10+ hours

Primary and secondary research methods are part of a much larger puzzle in UX research.

However, understanding the theoretical part is not enough to make it as a UX designer nowadays.

The reason?

UX design is highly practical and constantly evolving. To succeed in the field, UX designers must do more than just design.

They understand the bigger picture and know how to deliver business-driven design solutions rather than designs that look pretty.

Sometimes, the best knowledge comes from those who have been there themselves. That's why finding the right mentor with experience and who can give practical advice is crucial.

In just 10+ hours, the Practical UX Research & Strategy Course dives deep into strategic problem-solving. By the end, you'll know exactly how to make data-backed solutions your stakeholders will get on board with.

Master the end-to-end UX research workflow, from formulating the right user questions to executing your research strategy and effectively presenting your findings to stakeholders.

Learn straight from Mizko—a seasoned industry leader with a track record as a successful designer, $10M+ former agency owner, and advisor for tech startups.

This course equips you with the skills to:

• Derive actionable insights through objective-driven questions.
• Conduct unbiased, structured interviews.
• Select ideal participants for quality data.
• Create affinity maps from research insights.
• Execute competitor analysis with expertise.
• Analyze large data sets and user insights systematically.
• Transform research and data into actionable frameworks and customer journey maps.
• Communicate findings effectively and prioritize tasks for your team.
• Present metrics and objectives that resonate with stakeholders.

Designed for flexible and independent learning, this course allows you to progress independently.

With 4000+ designers from top tech companies like Google, Meta, and Squarespace among its alumni, this course empowers UX designers to integrate research skills into their design practices.

Here's what students have to say about the 4.9/5 rated course:

"I'm 100% more confident when talking to stakeholders about User Research & Strategy and the importance of why it needs to be included in the process. I also have gained such a beautiful new understanding of my users that greatly influences my designs. All of the "guesswork" that I was doing is now real, meaningful work that has stats and research behind it." - Booking.com Product Designer Alyssa Durante

"I had no proper clarity of how to conduct a research in a systematically form which actually aligns to the project. Now I have a Step by Step approach from ground 0 to final synthesis." - UX/UI Designer Kaustav Das Biswas

"The most impactful element has been the direct application of the learnings in my recent projects at Amazon. Integrating the insights gained from the course into two significant projects yielded outstanding results, significantly influencing both my career and personal growth. This hands-on experience not only enhanced my proficiency in implementing UX strategies but also bolstered my confidence in guiding, coaching, mentoring, and leading design teams." - Amazon.com UX designer Zohdi Rizvi

Gain expert UX research skills and outshine your competitors.

Mizko, also known as Michael Wong, brings a 14-year track record as a Founder, Educator, Investor, and Designer. His career evolved from lead designer to freelancer, and ultimately to the owner of a successful agency, generating over $10M in revenue from Product (UX/UI) Design, Web Design, and No-code Development. His leadership at the agency contributed to the strategy and design for over 50 high-growth startups, aiding them in raising a combined total of over $400M+ in venture capital.

Notable projects include: Autotrader (Acquired. by eBay), PhoneWagon (Acquired by CallRails), Spaceship ($1B in managed funds), Archistar ($15M+ raised) and many more.

Table of contents

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New website, course and product updates - April 2024

Using Quantitative and Qualitative Research in UX Design

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The Ultimate Guide to UX/UI Design in 2024

16 Best UX Research Tools in 2024: Gather Faster & Better Insights

15 Most Effective UX Research Methods: Pros and Cons

The Ultimate Guide to Figma for Beginners (Updated 2024)

The Ultimate Guide to UX Research (Updated 2024)

5 Reasons Why You Need UX Research in 2024

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Resume Worded   |  Career Strategy

Ux researcher resume summary examples.

Approved by hiring managers, here are proven resume summary examples you can use on your UX Researcher resume. Learn what real hiring managers want to see on your resume, and when to use which.

• UX Researcher
• Junior UX Researcher
• Senior UX Researcher
• UX Research Analyst
• UX Research Consultant
• UX Research Lead
• UX Research Specialist
• UX Researcher & Designer
• UX Researcher resume templates
• Similar summary examples

UX Researcher Resume Summary Example

Showcase your initiative.

By highlighting how you "initiated and spearheaded a user-centric design approach," you're showing potential employers you're proactive. It means you don't wait for things to happen, you make them happen. This quality is highly sought-after, especially in fast-paced environments.

Detail specific strategies and results

Stating that you "implemented mixed-method research strategies" isn't just fluff, it tells me you're versatile in your approach. It's even better when you can tie these strategies to quantifiable results like reducing product development time.

Highlight collaboration with diverse teams

UX research is rarely done in isolation. By stating your experience working with cross-functional teams, you demonstrate your ability to collaborate, communicate, and ensure the user's voice is heard among diverse stakeholders.

Junior UX Researcher Resume Summary Example

Leverage academic achievements.

As a recent graduate, you've used your capstone project to demonstrate real-world application of your skills, which is a fantastic way to bridge the gap between academic theory and practical experience.

Show proficiency in research methodologies

UX research relies heavily on qualitative and quantitative methods, so indicating your competence in both shows you're equipped to tackle diverse research challenges.

Highlight experience in agile environments

Agile development teams require quick thinking and adaptability. By stating your experience in this setting, you're showing potential employers that you can keep pace with rapid development cycles.

Your resume is your first impression to potential employers. Make sure it's a good one with our resume optimization tool. Get an instant score and find out exactly what you need to change to increase your chances of getting hired.

Senior UX Researcher Resume Summary Example

Demonstrate leadership in established corporations.

Leading UX research initiatives for a major company tells me you can handle the pressure of high-stakes environments and have a track record of success. Pointing out a tangible improvement like increased customer satisfaction is a smart move.

Show your expertise in utilizing data

UX research is all about data, so mentioning your proficiency in using behavioral data and user testing methodologies is key. It shows you can turn raw data into actionable insights.

Mention your ability to mentor and foster collaboration

Mentioning that you've mentored junior researchers not only highlights your leadership skills, but also your commitment to fostering a collaborative work environment, which is crucial in a UX team.

UX Research Analyst Resume Summary Example

Transitioning relevant skills.

Switching roles can seem daunting, but you've turned it into an advantage by bringing a data-driven skillset to UX research. This shows you're adaptable and able to apply your abilities across multiple domains. It also implicitly assures recruiters that you're quick to pick up new knowledge and skills, which is prized in the ever-evolving tech industry.

Implementing impactful solutions

You've not only implemented a user analytics system, but you've also quantified the significant improvement it brought in understanding user behavior. This showcases problem-solving skills and the ability to translate your actions into tangible benefits for the company, which can be a compelling narrative for potential employers.

Presenting complex data clearly

Being able to present complex data in a comprehensible way is a crucial skill in UX research. It shows that you can act as a bridge between the technical and non-technical teams, facilitating better understanding and cooperation. This skill is particularly valuable when working with stakeholders who might not be as data-savvy.

UX Research Consultant Resume Summary Example

Freelancing for tech startups.

Working as a freelance consultant for various tech startups shows you're adaptable and capable of handling different projects and company cultures. The consistent improvement in user engagement rates is a testament to your effectiveness. This tells recruiters that you're versatile and results-driven.

Expertise in UX methodologies

Highlighting your expertise in remote user testing and heuristic evaluation methodologies illustrates your specialised skills. This can reassure recruiters that you're well-versed in the tools and techniques necessary for conducting effective UX research.

Remote research and project management

It's one thing to conduct research, but doing so remotely and seeing a project through from start to finish shows a whole other set of skills. This implies that you're self-motivated, organised, and capable of managing tasks with less supervision, all of which are highly sought-after traits in a remote work environment.

UX Research Lead Resume Summary Example

Demonstrate leadership in a specific industry.

When you say you've led UX research in a leading e-commerce company, you're not just showing your leadership skills, but also your expertise in a specific industry, which can be attractive to potential employers.

Highlight proficiency in customer journey mapping and persona development

These are essential parts of UX research, so demonstrating your proficiency in these areas shows that you understand the user experience from all angles.

Showcase global team management

Managing a global team requires a whole new level of communication and cultural understanding. This experience shows that you're capable of leading diverse teams, which is highly valuable in today's globalized workplace.

UX Research Specialist Resume Summary Example

Highlight pioneering role.

Setting up a UX research department is a massive undertaking that requires initiative, leadership, and strategic thinking. Highlighting this achievement sets you apart as a trailblazer in your field.

Demonstrate expertise in specific research methods

By stating your proficiency in ethnographic research and contextual inquiry, you're showing that you're not just a generalist - you have specific methodologies in your toolkit, which can be a major asset.

Showcase project management skills

Managing multiple research projects simultaneously is no easy task. Highlighting this skill shows you're organized, reliable, and can handle a high workload.

UX Researcher & Designer Resume Summary Example

Outline career transition and its benefits.

Stating your transition from graphic design to UX research and design demonstrates your adaptability and willingness to learn new skills. Plus, it tells me you approach UX research with a unique perspective.

Show your impact on the design process

Designing and implementing a user testing system that reduced design iteration cycles shows you can directly contribute to making a team more efficient - a clear win for potential employers.

Highlight industry versatility

Experience in various industries can be a major strength, showing you're adaptable and can perform UX research in different contexts, from tech to healthcare and finance.

UX Researcher Resume Templates

Market researcher.

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Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.