user-research-planning

User Research Planning

Plan and design user research studies for gathering insights about users, their needs, behaviors, and pain points.

When to Use This Skill

Use this skill when:

• User Research Planning tasks - Working on plan user research studies - method selection, participant recruitment, study design, and research questions for generative and evaluative research
• Planning or design - Need guidance on User Research Planning approaches
• Best practices - Want to follow established patterns and standards

MANDATORY: Skill Loading First

Before answering ANY user research question:

2. Use official UX research methodology sources
3. Base all guidance on established research practices

Research Method Selection

Method Categories

Research Methods Matrix

Method Selection Decision Tree

What do you want to learn?
├── About users, their needs, and context
│   ├── In their natural environment → Contextual Inquiry / Ethnography
│   ├── Their motivations and attitudes → User Interviews
│   └── Behavior over time → Diary Studies
├── About your solution's effectiveness
│   ├── Can they complete tasks? → Usability Testing
│   ├── Can they find content? → Tree Testing / Card Sorting
│   └── Which version performs better? → A/B Testing
└── About broad patterns and preferences
    └── Large-scale validation → Surveys

Study Design Framework

Research Plan Structure

# Research Plan: [Study Name]

## Background
- Business context
- What we know already
- Knowledge gaps

## Research Objectives
1. [Primary objective - what must we learn?]
2. [Secondary objective]
3. [Secondary objective]

## Research Questions
- RQ1: [Specific, answerable question]
- RQ2: [Specific, answerable question]
- RQ3: [Specific, answerable question]

## Methodology
- **Method:** [Selected method with justification]
- **Participants:** [Number and characteristics]
- **Duration:** [Session length, overall timeline]
- **Location:** [Remote/in-person, specific locations]

## Participant Criteria
### Must Have
- [Criterion 1]
- [Criterion 2]

### Nice to Have
- [Criterion 1]

### Exclusions
- [People who should not participate]

## Recruitment
- **Source:** [How we'll find participants]
- **Screener:** [Key screening questions]
- **Incentive:** [Compensation details]

## Materials
- [ ] Screener questionnaire
- [ ] Discussion guide / Protocol
- [ ] Consent forms
- [ ] Recording setup
- [ ] Note-taking templates

## Timeline
| Phase | Dates | Activities |
|-------|-------|------------|
| Setup | Week 1 | Finalize protocol, recruit |
| Fieldwork | Week 2-3 | Conduct sessions |
| Analysis | Week 4 | Synthesize findings |
| Report | Week 5 | Present recommendations |

## Team
- **Lead Researcher:** [Name]
- **Note Taker:** [Name]
- **Stakeholder Observer:** [Name]

## Deliverables
- [ ] Raw notes and recordings
- [ ] Affinity diagram / Themes
- [ ] Research report
- [ ] Presentation to stakeholders

Participant Recruitment

Sample Size Guidelines

Screener Question Types

// Example: Screener model for .NET research recruitment system
public class ScreenerResponse
{
    public Guid RespondentId { get; init; }
    public DateTimeOffset CompletedAt { get; init; }
    public required List<ScreenerAnswer> Answers { get; init; }
    public ScreenerResult Result { get; private set; }

    public void Evaluate(ScreenerCriteria criteria)
    {
        var score = 0;
        var disqualified = false;

        foreach (var answer in Answers)
        {
            if (criteria.Disqualifiers.Contains(answer))
            {
                disqualified = true;
                break;
            }

            if (criteria.MustHave.Contains(answer))
                score += 10;
            else if (criteria.NiceToHave.Contains(answer))
                score += 5;
        }

        Result = disqualified
            ? ScreenerResult.Disqualified
            : score >= criteria.MinimumScore
                ? ScreenerResult.Qualified
                : ScreenerResult.NotQualified;
    }
}

public record ScreenerCriteria
{
    public required HashSet<ScreenerAnswer> MustHave { get; init; }
    public required HashSet<ScreenerAnswer> NiceToHave { get; init; }
    public required HashSet<ScreenerAnswer> Disqualifiers { get; init; }
    public required int MinimumScore { get; init; }
}

Screener Best Practices

Do:

• Start with general questions, get specific later
• Include behavioral questions (past actions > hypotheticals)
• Add attention check questions
• Screen for articulation ability (open-ended response)
• Verify availability and technology requirements

Don't:

• Lead with qualifying questions (gaming)
• Use double-barreled questions
• Make qualifying criteria obvious
• Ask about future intentions only

Example Screener Structure

## Screener: [Study Name]

### Section 1: Demographics (General)
1. What is your age range?
2. What is your occupation?

### Section 2: Behavioral Screening
3. How often do you [relevant behavior]?
   - Daily [QUALIFY]
   - Weekly [QUALIFY]
   - Monthly [CONSIDER]
   - Rarely/Never [DISQUALIFY]

4. In the past 3 months, have you [specific action]?
   - Yes, multiple times [QUALIFY]
   - Yes, once [CONSIDER]
   - No [DISQUALIFY]

### Section 3: Experience Level
5. How would you describe your experience with [tool/product]?
   - Expert (3+ years) [SEGMENT A]
   - Intermediate (1-3 years) [SEGMENT B]
   - Beginner (< 1 year) [SEGMENT C]

### Section 4: Articulation Check
6. Please describe a recent time when [relevant scenario].
   What happened and what did you do?
   [Open-ended - evaluate quality of response]

### Section 5: Logistics
7. Are you available for a 60-minute session during [date range]?
8. Do you have access to [required technology]?
9. Are you comfortable with [video recording/screen sharing]?

Research Questions

SMART Research Questions

Research questions should be:

• Specific: Focused on one concept
• Measurable: Can be answered with data
• Achievable: Within scope and resources
• Relevant: Addresses business/user needs
• Time-bound: Scoped to study timeline

Question Hierarchy

Research Goal (High-level)
└── Research Question (Study-level)
    └── Interview Questions (Session-level)
        └── Follow-up Probes (Moment-level)

Example Transformation

Business Question: Why aren't users completing checkout?

Research Questions:

• RQ1: What are users' mental models of the checkout process?
• RQ2: At what points do users experience friction or confusion?
• RQ3: What information do users need to feel confident completing purchase?

Interview Questions:

• "Walk me through your last online purchase experience."
• "What goes through your mind when you reach a checkout page?"
• "What would make you abandon a purchase at checkout?"

Probes:

• "Tell me more about that..."
• "What did you expect to happen?"
• "How did that make you feel?"

Interview Guide Structure

Template: Semi-Structured Interview

# Interview Guide: [Study Name]

## Before Session (5 min)
- [ ] Test recording equipment
- [ ] Review participant background
- [ ] Prepare materials

## Introduction (5 min)
"Hi [Name], thank you for joining us today. I'm [Researcher] and I'll be
facilitating our conversation. [Note-taker] will be taking notes.

We're interested in learning about [topic]. There are no right or wrong
answers—we want to understand your genuine experiences and perspectives.

This session will last about [X] minutes. We'll record for our notes,
but the recording won't be shared outside the research team.

Do you have any questions before we begin?"

## Warm-up (5 min)
- Tell me a bit about yourself and your role.
- How long have you been [relevant context]?

## Core Questions (30-40 min)

### Topic 1: [Theme]
- Question 1 [Primary]
  - Probe: [Follow-up if needed]
  - Probe: [Alternative angle]
- Question 2 [Secondary]

### Topic 2: [Theme]
- Question 3 [Primary]
- Question 4 [Primary]

### Topic 3: [Theme]
- Question 5 [Primary]

## Concept/Prototype Feedback (if applicable, 10 min)
"I'd like to show you something we're considering..."
- What's your first impression?
- What would you expect [feature] to do?
- What questions do you have?

## Wrap-up (5 min)
- Is there anything else you'd like to share?
- Do you have any questions for me?

"Thank you so much for your time today. Your insights are incredibly
valuable. [Incentive details]"

## After Session
- [ ] Quick debrief with note-taker
- [ ] Note immediate impressions
- [ ] Flag key quotes

Research Outputs

Deliverable Types

Findings Framework

## Finding: [Descriptive Title]

**Theme:** [Category this belongs to]

**Observation:** What we saw/heard
[Factual description of behavior or statement]

**Evidence:**
- P3: "Direct quote supporting observation"
- P7: "Another supporting quote"
- [X/N participants exhibited this]

**Insight:** What it means
[Interpretation - why this matters, what it reveals]

**Implication:** What to do about it
[Recommendation or design opportunity]

**Severity/Opportunity:** [High/Medium/Low]

.NET Research Data Model

// Research study management
public class ResearchStudy
{
    public Guid Id { get; init; }
    public required string Name { get; init; }
    public required ResearchType Type { get; init; }
    public required string Objective { get; init; }
    public required List<string> ResearchQuestions { get; init; }
    public required ParticipantCriteria Criteria { get; init; }
    public required int TargetParticipants { get; init; }
    public required DateRange FieldworkPeriod { get; init; }
    public StudyStatus Status { get; private set; }

    public List<ResearchSession> Sessions { get; } = [];
    public List<Finding> Findings { get; } = [];
}

public enum ResearchType
{
    ContextualInquiry,
    UserInterview,
    DiaryStudy,
    UsabilityTest,
    CardSort,
    TreeTest,
    Survey,
    FocusGroup
}

public record ParticipantCriteria
{
    public required List<string> MustHave { get; init; }
    public required List<string> NiceToHave { get; init; }
    public required List<string> Exclusions { get; init; }
}

public class Finding
{
    public Guid Id { get; init; }
    public required string Theme { get; init; }
    public required string Observation { get; init; }
    public required List<Evidence> Evidence { get; init; }
    public required string Insight { get; init; }
    public required string Implication { get; init; }
    public required Severity Severity { get; init; }
}

public record Evidence(
    Guid ParticipantId,
    string Quote,
    TimeSpan? Timestamp,
    string? Context
);

Checklist: Research Planning

Before Starting

• Clearly defined business question
• Stakeholder alignment on objectives
• Timeline and resources confirmed
• Ethics/legal review if needed

Study Design

• Method selected and justified
• Research questions documented
• Sample size determined
• Participant criteria defined
• Screener created

Materials

• Discussion guide/protocol
• Consent forms
• Recording setup tested
• Note-taking templates
• Stimulus materials (if any)

Recruitment

• Recruitment channels identified
• Screener deployed
• Participants scheduled
• Incentives arranged
• Confirmation emails sent

During Fieldwork

• Pre-session checklist
• Consistent protocol across sessions
• Daily debriefs scheduled
• Issue escalation plan

After Fieldwork

• All sessions completed
• Notes organized
• Analysis approach defined
• Synthesis sessions scheduled
• Report timeline set

Related Skills

• usability-testing - Test design and execution
• information-architecture - Card sorting, tree testing
• service-blueprinting - Service design research
• journey-mapping (business-analysis) - Journey research synthesis