UXR PROCESS
STAKEHOLDER/
ENVIRONMENTAL ANALYSIS
Coordination with research scientists, marketing teams, designers, engineers and product managers to identify research questions and formalizing the shared goals and assumptions. These include:
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KPIs/SMART Goals
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T-Shirt Sized Research Goals/Questions
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Subject Matter Expert (SME) Interviews and Workshops
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Stakeholder assumptions and testable hypotheses (may include hypothesized use cases.)
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Evaluation for new or existing UX Metrics (ex: meeting, exceeding, not-met, unknown)
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Target Market Demographics (if not specified in assumptions)
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Commitment of resources (observation, design, participant compensation, tools, stimuli links, reporting collaborators etc.
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Pre or Post Environmental Scan/Non-Experimental Research:
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Competitive Analysis
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Market Research
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Business, Social Science or Company Literature Reviews
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Meta-analysis of Studies
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Heuristic Reviews
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Cognitive Walkthroughs
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Past meeting minutes
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Environmental Analysis
Stakeholder Elicitation:
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KPIs/SMART Goals/OKRs
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Subject Matter Expert (SME) Interviews and Workshops
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Target Market Demographics
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Commitment of resources
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Background Research: ​​
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Literature Review
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Competitive Analysis
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Market Research
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Meta-analysis of Past Studies
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Heuristic Reviews
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Cognitive Walkthroughs
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Past meeting minutes
Research Planning
Research Plan includes:​
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Background Summary
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Goals, Research Questions, Hypotheses, Assumptions
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Methodology/Mixed methods specifications (Multivariate Usability Testing, Ethnography, Concept Testing, etc.)
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Participant Screening Logic, Questions, Consent Forms
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Timelines
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Stimuli Creation and/or Tracking design
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Discussion Guide Writing (Scenarios, Tasks, Questions)
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Data Capture Design, Protocols (ex. Success/Struggle/Fail Criteria)
Observation & Data Analysis
Dimensions follow the NNGroup nomenclature.
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A. Qualitative (direct) vs. Quantitative (indirect); including:
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Environment
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moderated
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unmoderated
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remote
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Tools, ex:
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UserTesting.com
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dScout
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Qualtrics
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B. Attitudinal vs. Behavioral:
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Null Hypothesis Testing/Predictive Analytics
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Grounded Theory Approach (GTA)
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Video Analysis
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C. Scripted vs. Unscripted
ex: Semi-Structured Interviews, Ethnography, Contextual Inquiry, Usability Testing, etc.
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Reporting & Collaboration
Report sections include the following for low to high fidelity prototyped solutions:
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Executive summary​
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Key findings
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Hypothesis statuses:
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SUPPORTS​
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NOT SUPPORTED
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NEEDS RESEARCH
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Storyboards
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Customer Journey Maps
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Personas or archetypes
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Use Cases
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Service Blueprinting
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Highlight Reel Production
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Design Workshops/SME Visioning
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Recommendations