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Templates and resources for research studies

Templates and resources for research studies

User Interview Note Taking

Note Taking Template.

Used to collect raw observations on the participant’s behavior and emotional feedback to the questions, as well as take notes. You can also create a new file directly from the template on Google Drive, by selecting it from one the default styles.

Usability Testing Script

Script Template.

Usability Testing Rainbow Analysis Chart

Rainbow Analysis Chart.

This approach uses a templated and color-coded spreadsheet to record what participants did during the test. For a thorough walkthrough on how to use this method, check out this article, or watch this video of a GitLab researcher's experience using this method (starts at 7:00).

Shared Google Drive for storing research videos and artifacts

Shared Google Drive

Checklists

The following are examples of checklists that you may want to add to a research issue in order to keep track of what stage the research is up to.

User Interviews
* [ ] Product Manager: Draft the discussion guide.
* [ ] Product Designer: Create the screening survey in Qualtrics.
* [ ] Product Designer: Open a `Recruiting request` issue. Assign it to the relevant Research Coordinator.
* [ ] Research Coordinator: Recruit and schedule participants.
* [ ] Product Manager: Invite the UX Research calendar and any other interested parties to the interviews.
* [ ] Product Manager: Conduct the interviews.
* [ ] Product Manager: Open an `Incentives request`. Assign it to the relevant Research Coordinator.
* [ ] Research Coordinator: Pay participants.
* [ ] Product Manager and Product Designer: Synthesize the data and identify trends, resulting in findings.
* [ ] UX Researcher: Review findings and provide feedback, if needed.
* [ ] Product Manager or Product Designer: Create issues in the UXR_Insights project documenting the findings.
* [ ] UX Researcher: Sense check the documented findings.
* [ ] UX Researcher: Update the `Problem validation` research issue. Link to findings in the UXR_Insights project. Unmark as `confidential` if applicable. Close issue.
Surveys
* [ ] Product Manager: Draft the survey.
* [ ] UX Researcher: Review the survey and provide feedback.
* [ ] Product Designer: Transfer the survey questions to Qualtrics.
* [ ] Product Designer: Open a `Recruiting request` issue. Assign it to the relevant Research Coordinator.
* [ ] Research Coordinator: Distribute the survey to a sample of participants.
* [ ] UX Researcher: Review responses received so far. Amend survey if necessary. Advise Research Coordinator to continue recruitment.
* [ ] UX Researcher: Notify Research Coordinator of survey closure.
* [ ] UX Researcher: Open an `Incentives request`. Assign it to the relevant Research Coordinator.
* [ ] Research Coordinator: Pay participants.
* [ ] Product Manager and Product Designer: Synthesize the data and identify trends, resulting in findings.
* [ ] UX Researcher: Review findings and provide feedback, if needed.
* [ ] Product Manager or Product Designer: Create issues in the UXR_Insights project documenting the findings.
* [ ] UX Researcher: Sense check the documented findings..
* [ ] UX Researcher: Update the `Problem validation` research issue. Link to findings in the UXR_Insights project. Unmark as `confidential` if applicable. Close issue.
Usability Testing
* [ ] Product Designer: Create a prototype.
* [ ] Product Designer: Create the screening survey in Qualtrics.
* [ ] Product Designer: Open a `Recruiting request` issue. Assign it to the relevant Research Coordinator.
* [ ] Product Designer: Draft the usability testing script.
* [ ] UX Researcher: Review the usability testing script and provide feedback.
* [ ] Product Designer: Invite the UX Research calendar and any other interested parties to the usability testing sessions.
* [ ] Product Designer: Conduct one usability testing session. Amend script if necessary.
* [ ] Product Designer: Conduct remaining usability testing sessions.
* [ ] Product Designer: Open an `Incentives request`. Assign it to the relevant Research Coordinator.
* [ ] Research Coordinator: Pay users.
* [ ] Product Manager and Product Designer: Synthesize the data and identify trends, resulting in findings.
* [ ] UX Researcher: Review findings and provide feedback, if needed.
* [ ] Product Designer: Create issues in the UXR_Insights project documenting the findings.
* [ ] UX Researcher: Sense check the documented findings.
* [ ] UX Researcher: Update the `Solution validation` research issue. Link to findings in the UXR_Insights project. Unmark as `confidential` if applicable. Close issue.