Research

Research Plan Creation

This exercise turns vague research ideas into solid plans. Teams define goals, pick methods, and plan recruitment. They'll also map timelines and think about budget, ethics, and risks. Participants build protocols for data, analysis, and reports. This helps avoid mid-study changes and keeps everyone on the same page. Expect a detailed research plan that's ready to go.

Duration
1.8 hours
Group Size
6-12
Category
Research
Difficulty
Easy
Energy
Medium

Objectives

Participants will define research methods. Participants will create a recruitment plan. Participants will establish a timeline. Participants will assign roles.

Outcomes

A complete research plan document. A clear methodology and timeline. A research approach that's ready to execute.

Step-by-Step Instructions


  1. Method Selection (20 min): Choose the best research approach.

  2. Participant Planning (25 min): Decide who and how many to recruit.

  3. Timeline Development (25 min): Map out the research schedule.

  4. Logistics Planning (20 min): Gather tools, locations, and materials.

  5. Role Assignment (10 min): Assign tasks to team members.

  6. Review (5 min): Check the plan for completeness.

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Facilitator Tips

Make sure timelines are realistic. Don't skip over any logistics. Consider running a shorter version if time is tight. If the team struggles with method selection, provide examples.

Pre-Work

For Facilitators

  • Review participant profiles and expectations
  • Prepare all materials and supplies
  • Test technology and room setup

For Participants

  • Complete pre-session survey
  • Review background materials
  • Prepare examples or case studies

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Materials Required


  • Research plan template

  • Timeline chart

  • Recruitment criteria

  • Budget

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Resources & Templates

How to Create a UX Research Plan
A step-by-step guide from the Nielsen Norman Group on what to include in your research plan.
Research Plan Examples
A collection of real-world research plan examples to guide your own creation process.
Research Plan Worksheet
A downloadable Word document template from Usability.gov for creating a research plan.
The Ultimate Guide to UX Research Plans
A guide from Maze covering all aspects of creating a robust UX research plan.
UX Research Plan Template
A comprehensive Miro template for creating a detailed and collaborative UX research plan.

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