Research Protocal

A recommended shared document for UX Lead, Research Lead and business partners.

This section is not shown to participants. It is intended to help current team members and future researchers understand the context of the work.

[Briefly describe the purpose of this study. Include information about the users, problem statement, business objectives, hypotheses, or KPIs]

Include other background that would held someone unfamiliar with the project understand the purpose and context:

Note: Spell out acronyms

• • •

Agenda

An example guide for a 30-minute increment with participants.

Before jumping into a particular methodology, ensure you have a clear understanding on what you're trying to discover or evaluate.
Does this research align to objective key results (OKR) or key performing indicators (KPI)?

(Optional)

High-Level

(Optional)

Timeframe	Deliverable
Kickoff
Study Plan Review
Pilot Study Date(s)
Scheduling	Coordinate with Research partners for compensation amount and scheduling.
Recruiting	Create bullet points describing the kinds of participants you want to recruit.
Study	Create a moderator guide for interview component - if there are several topics being discussed, merge them into a single document.
Debrief	After each session, let the participant hang up first so that the moderator, notetaker and any observers can briefly discuss the session.

Brief description of the method, e.g., 1-hour remote interviews with reps.