📋 Template Overview

Purpose

Guide individual UX research projects from planning through execution to insights delivery, ensuring alignment with business goals and stakeholder expectations.

When to use this template

• Starting any new user research project (generative or evaluative)
• Planning studies across different methodologies (interviews, usability tests, surveys)
• Coordinating research with cross-functional stakeholders
• Documenting research approach for transparency and accountability
• Ensuring nothing falls through the cracks during research execution

Key benefits

✓ Creates stakeholder alignment from day one

✓ Provides clear roadmap from planning to insights

✓ Reduces rework by defining scope and methods upfront

✓ Tracks all moving parts in one place

✓ Makes research process transparent and repeatable

🎯 SECTION 1: PROJECT SETUP

1.1 Basic information

Project name: [Your research project name]