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User research plan template
Including essentials that need to be communicated about the research to set expectations and to keep yourself focused.
In my world of wealth management, it’s precious to get time with users as their every minute worth a hundred to thousands dollars. My stakeholders expect to hear a strong business case for every user we ask to have a research session with. Research objectives, expectations, and questions always need to be crystal clear and ready to share with anyone who asks about it.
A research plan communicates important information about the who, what, why, when of research. Together with the research roadmap and protocol, these documents ensure everyone is aligned and know their roles in the research.
To create research plans quickly, I have a master template to use as a starting point for every project. It comprises essentials that need to be communicated about the research. It makes planning and writing easier.
If you just want to grab the template, you can download it at Research Plan Master Template. Below are tips and instructions for how you can fill out each section.
