{"id":7316,"date":"2020-07-27T07:00:00","date_gmt":"2020-07-27T12:00:00","guid":{"rendered":"https:\/\/juneux.com\/blog\/?p=7316"},"modified":"2022-09-15T22:24:21","modified_gmt":"2022-09-16T03:24:21","slug":"evaluating-ux-research-plans-reports","status":"publish","type":"post","link":"https:\/\/juneux.com\/blog\/2020\/07\/evaluating-ux-research-plans-reports\/","title":{"rendered":"Evaluating UX Research Plans &#038; Reports"},"content":{"rendered":"\n<p class=\"has-medium-font-size\">Need to provide critical feedback on a UX research plan or UX findings report for a colleague? Or maybe you\u2019d like to self-assess your own work and improve your process?<\/p>\n\n\n\n<!--more-->\n\n\n\n<p>See also: <a href=\"https:\/\/juneux.com\/blog\/2016\/03\/how-i-work-user-research-planning\/\">How I Plan User Research<\/a><\/p>\n\n\n\n<p>Below are some research plan and research report writing tips to get you started.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">UX Research Plan Writing Checklist<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Research Objective<\/h3>\n\n\n\n<p>The background clearly articulates the problem statement and why this research study is important to the organization.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Research Background<\/h3>\n\n\n\n<p>The background clearly outlines past research findings that are relevant to the research objective\u2014including knowns and unknowns. The background demonstrates the importance of the research.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Research Questions<\/h3>\n\n\n\n<p>There is a detailed list of questions this research study will answer. The list of questions includes hypotheses to confirm or disconfirm.<\/p>\n\n\n\n<p>If a usability study, it also includes a list of specific scenarios or tasks that participants will attempt to complete.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Research Method<\/h3>\n\n\n\n<p>There is a detailed description of how the research will be conducted, including how data will be collected. The research method is appropriate for the research objective.<\/p>\n\n\n\n<p>There is an explanation of why these research methods were selected, including their validity and reliability.<\/p>\n\n\n\n<p>This section also includes a description of non-user research methods (e.g., stakeholder interviews, competitive analyses, documentation review). For example, a literature review to determine what, if any, risk of harm the research topic or research design might post to research participants and what additional protections may be needed.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Recruiting Method<\/h3>\n\n\n\n<p>There is a detailed description of who will be recruited as well as how participants will be selected (i.e., eligibility requirements) and recruited. <\/p>\n\n\n\n<p>The sampling strategy and sample size are clearly explained.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Ethical Considerations<\/h3>\n\n\n\n<p>The plan outlines how the research design will protect participants from mental and physical harm\u2014including, but not limited to informed consent, privacy, exposure to unfair burdens, exposure to unfairly shared benefits, right to decline or withdraw without consequences, confidentiality (or no guarantee of confidentiality when conducting focus group or other group research), and how data will be protected or destroyed following analysis.&nbsp;There is a discussion about the probability of harm and severity of harm to participants, should it occur.<\/p>\n\n\n\n<p>There are no ethical violations or conflicts of interest (or clearly discloses conflicts).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Inclusive Considerations<\/h3>\n\n\n\n<p>The research plan is <a href=\"https:\/\/juneux.com\/blog\/2019\/12\/the-giant-list-of-edge-cases\/\">accessible and inclusive<\/a> of all abilities and identities. The plan considers who is recruited, how participants are recruited, the research methodologies, the accessibility of the lab, stimuli, who moderates, and research day logistics.  <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Other Key Information<\/h3>\n\n\n\n<p>The research plan includes other pertinent information, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Name of research sponsor<\/li><li>Project team &amp; roles \/ responsibilities<\/li><li>Description of deliverable(s)<\/li><li>Timeline<\/li><li>Researcher contact information<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">UX Research Report Writing Checklist<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Executive Summary<\/h3>\n\n\n\n<p>The executive summary is brief, yet includes a comprehensive summary of the findings. The executive report allows readers to understand the findings and implications quickly. All conclusions and recommendations are supported and justified by the data\u2014not opinion.<\/p>\n\n\n\n<p>The research objective is answered or clearly explains why it was not answered.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Research Findings<\/h3>\n\n\n\n<p>The presentation of the data is easy to understand and includes enough detail to allow readers to evaluate the results themselves. The researcher considered other interpretations of the results. <\/p>\n\n\n\n<p>The researcher includes limitations of the study.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Research Plan<\/h3>\n\n\n\n<p>The presentation includes key research plan details\u2014generally included in the introduction or appendix (e.g., recruiting method, sampling strategy, sample size, discussion guide, survey questions) so that readers can accurately and independently validate the credibility of the research design.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Recommended Next Steps<\/h3>\n\n\n\n<p>The report outlines recommended next steps supported by the research findings (e.g., make purchase decision, conduct additional research, develop concepts).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Jargon-Free<\/h3>\n\n\n\n<p>There is no to little jargon and all terms are clearly defined.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Contact Information<\/h3>\n\n\n\n<p>Includes name and contact information for researcher and business sponsor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Related Articles<\/h2>\n\n\n<ul class=\"wp-block-latest-posts__list wp-block-latest-posts\"><li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/juneux.com\/blog\/2023\/06\/discovering-hidden-insights-with-kano-analysis-a-case-study\/\">Discovering Hidden Insights with Kano Analysis: A Case Study<\/a><\/li>\n<li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/juneux.com\/blog\/2023\/05\/esat-csat-a-survey-alignment-love-story\/\">ESAT &#038; CSAT: A Survey Alignment Love Story<\/a><\/li>\n<li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/juneux.com\/blog\/2023\/05\/ux-research-toolbox-anatomy-of-a-compelling-narrative-for-your-ux-research-reports\/\">UX Research Toolbox: Anatomy of a Compelling Narrative for Your UX Research Reports<\/a><\/li>\n<li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/juneux.com\/blog\/2023\/05\/data-overload-how-to-manage-the-flow-of-cx-insights-effectively\/\">Data Overload? How to Manage the Flow of CX Insights Effectively<\/a><\/li>\n<li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/juneux.com\/blog\/2023\/05\/bias-free-ux-research-innovative-approaches-to-mitigating-bias-in-the-research-process\/\">Bias-Free UX Research: Innovative Approaches to Mitigating Bias in the Research Process<\/a><\/li>\n<\/ul>\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-bright-blue-background-color has-background no-border-radius\" href=\"https:\/\/juneux.com\/blog\/contact\/\">contact june ux<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Need to provide critical feedback on a UX research plan or UX findings report for a colleague? Or maybe you\u2019d like to self-assess your own work and improve your process?<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16],"tags":[],"class_list":["post-7316","post","type-post","status-publish","format-standard","hentry","category-user-research-3"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Evaluating UX Research Plans &amp; Reports - June UX<\/title>\n<meta name=\"description\" content=\"Writing tips to ensure your UX research plans and reports are comprehensive.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/juneux.com\/blog\/2020\/07\/evaluating-ux-research-plans-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Evaluating UX Research Plans &amp; Reports - June UX\" \/>\n<meta property=\"og:description\" content=\"Writing tips to ensure your UX research plans and reports are comprehensive.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/juneux.com\/blog\/2020\/07\/evaluating-ux-research-plans-reports\/\" \/>\n<meta property=\"og:site_name\" content=\"June UX\" \/>\n<meta property=\"article:published_time\" content=\"2020-07-27T12:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-09-16T03:24:21+00:00\" \/>\n<meta name=\"author\" content=\"Kristine Remer\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@kristineremer\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kristine Remer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/juneux.com\/blog\/2020\/07\/evaluating-ux-research-plans-reports\/\",\"url\":\"https:\/\/juneux.com\/blog\/2020\/07\/evaluating-ux-research-plans-reports\/\",\"name\":\"Evaluating UX Research Plans & Reports - June UX\",\"isPartOf\":{\"@id\":\"https:\/\/juneux.com\/blog\/#website\"},\"datePublished\":\"2020-07-27T12:00:00+00:00\",\"dateModified\":\"2022-09-16T03:24:21+00:00\",\"author\":{\"@id\":\"https:\/\/juneux.com\/blog\/#\/schema\/person\/9239f257eb7b6082954622f7bb7a13bb\"},\"description\":\"Writing tips to ensure your UX research plans and reports are comprehensive.\",\"breadcrumb\":{\"@id\":\"https:\/\/juneux.com\/blog\/2020\/07\/evaluating-ux-research-plans-reports\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/juneux.com\/blog\/2020\/07\/evaluating-ux-research-plans-reports\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/juneux.com\/blog\/2020\/07\/evaluating-ux-research-plans-reports\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/juneux.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Evaluating UX Research Plans &#038; Reports\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/juneux.com\/blog\/#website\",\"url\":\"https:\/\/juneux.com\/blog\/\",\"name\":\"June UX\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/juneux.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/juneux.com\/blog\/#\/schema\/person\/9239f257eb7b6082954622f7bb7a13bb\",\"name\":\"Kristine Remer\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/juneux.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/04287e5398aef336c1ac28a3811a49c9a8ab86020c33349ef1f186ade6efc3c7?s=96&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/04287e5398aef336c1ac28a3811a49c9a8ab86020c33349ef1f186ade6efc3c7?s=96&r=g\",\"caption\":\"Kristine Remer\"},\"description\":\"Kristine Remer is a CX insights leader, UX researcher, and strategist in Minneapolis. 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