Research

Research Plan

A research plan keeps user research systematic and effective. It outlines objectives, methods, timeline, and deliverables. This ensures the research meets project needs and stays on track.

Duration
1 hour
Group Size
2-4
Category
Research
Difficulty
Easy
Participants will:

  • Define clear research objectives and questions.

  • Select appropriate research methods.

  • Plan a systematic approach to learning.

  • Align stakeholders on the research scope.

  • Ensure efficient use of research resources.

  • Create a framework for analysis and reporting.

  • Enable repeatable research processes.

Participants will complete a research plan with a clear methodology, ready for execution.
Start with clear business questions. Choose methods that fit objectives and constraints. Plan for more time than you think you need: research often takes longer than expected. Get stakeholder buy-in early. Build in flexibility for unexpected findings. Consider ethical implications. Plan the analysis approach before collecting data. Document assumptions and decisions.

Teams often stall on step 2, arguing about methods before the objectives are agreed. If that happens, go back to step 1 and ask which decision each method would inform. Drop any method that informs none.

To run it remotely, put the planning template in a doc everyone can edit and work through it on a video call, one section per step.

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