UX Research Plan Template

# UX Research Plan **Project:** [Short descriptive title] **Author:** [Your name] **Date:** [YYYY-MM-DD] **Status:** Draft / In review / Approved ## 1. Objective What decision will this research inform? One or two sentences, oriented around business outcome. If you can't name the decision, the plan isn't ready. ## 2. Research questions The three to five big questions this research will answer. Not interview questions — the questions the final readout will address. - [RQ1] - [RQ2] - [RQ3] ## 3. Participants - **Segment / criteria:** who you need, with screening criteria. - **Sample size:** how many, with the rationale. - **Recruitment:** how you'll find them, timeline, incentive. - **Consent:** any legal, privacy or data-handling considerations. ## 4. Method - **Primary method:** [e.g. moderated usability testing, semi-structured interviews, card sorting] - **Why this method:** fit for the research questions, product stage, and user access. Reference the [method finder](https://uxcompanion.co.uk/methods) if useful. - **Limitations:** what this method cannot tell you. ## 5. Protocol or discussion guide The high-level script or protocol. For long protocols, link to the full document and summarise here. ## 6. Timeline | Milestone | Date | |---|---| | Plan approved | | | Recruitment complete | | | Sessions run | | | Analysis complete | | | Readout | | ## 7. Team and roles - **Moderator:** [name] - **Note-taker:** [name] - **Analyst:** [name] - **Stakeholders consulted:** [names] - **Dependencies:** legal, privacy, availability ## 8. Risks and mitigations - [Risk → mitigation] - [Risk → mitigation] ## 9. Outputs - **Deliverable:** [report / deck / Figma file / workshop] - **Audience:** who will receive the findings and what they'll do with them. - **Decision deadline:** when the research needs to be used by.