Free Research Templates

As UX research becomes more embedded within product organizations and research becomes more democratized, you’ll likely find that while you technically can conduct research without knowing the ethical best practice, you definitely shouldn’t. This Pre-Research Ethics checklist helps ensure all people who are fielding research can do so with an eye to proper ethical best practices.  

Use this audit with colleagues (for faster feedback) or actual users. The stoplight rating of red/yellow/green makes it easy to get a clear signal of whether or not a UX update is ready to go or still needs refining. It's a scrappy way to ship better products the first time.

The Experience Review Framework includes:

1. Steps for running an audit
2. Example ratings and tasks
3. Sample success/failure metrics

Help stakeholders and decision makers apply your research insights faster with this customizable template. Use it to distill your results into recommendations. Sharing it ahead of your full deliverable reduces the chance of your work sitting unused on a shelf.

The Findings Summary template includes:

• A flexible organization structure
• Sections for recommendations by team
• Writing tips for communicating value

...and more!

Create more value from your research interviews with a snapshot template. This customizable whiteboard helps you organize your post-session notes about learnings, unknowns, and next steps. Use it to identify key insights ahead of deeper analysis.

This Interview Snapshot template includes customizable sections for:

• Quick facts and noteworthy quotes
• Insights and opportunities sections
• Phases of user journey (if relevant)

...and more!

Impactful research starts outcomes: product and experience metrics to influence and ultimately improve.

Use this template to inventory, organize, and present UX metrics to stakeholders for pre-launch alignment and success benchmarking.

This template:

• Has pre-designed categories for organizing metrics
• Helps create alignment with your UX stakeholders
• Includes brainstorming questions to clarify goals

A lot goes into identifying and hiring a great ReOps professional! Here's a template that will help you through the process from start to finish.

Use this template to:

• Inform your job description creation
• Determine best interview questions and case studies
• Structure a 30/60/90 day plan

Organize user feedback with a severity scale, a framework that provides additional context, supports internal teams in effectively prioritizing what comes inbound, and ensures that the most severe issues for customers can be addressed well ahead of any minor or major issues that arise.

This template includes:

• A severity scale assessment you can adapt to your organization's needs
• A sample severity scale you can tailor to your own organization
• An infographic for sharing about user severity at your company

User research requires talking to customers. But participant recruitment—searching, screening, scheduling, and incentivizing—can slow things down. That's why participant recruitment platforms exist, and this buyer's guide template helps make choosing one much easier.

This Participant Recruitment Platform Buyer's Guide template includes:

• Groups of features that any worthwhile platform should have
• Questions to ask when evaluating a specific functionality
• Definitions of feature sets so you know what to look for

...and more!

The most crucial part of any research project is identifying who you need to speak with and why. This UX Research Recruiting Template will help you find the right participant personas for your study and guide you through the different recruiting touchpoints.

Dig into this UX Research Recruiting template to find:

• A step-by-step guide to help you identify the right participant criteria and sample size.
• Screener survey tips to make sure you’re selecting the most relevant applicants.‍
• An incentive calculator to ensure your participants are fairly compensated for their time.

It can be tough to keep up during research sessions. Here is a ready-made template to take the best notes for your UX Research. Adaptable to fit your needs and make things easier during your research.

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Dig into this Note-Taking Matrix template to find:

• A detailed table to help you take organized notes during your research sessions.
• Color-coded sections to make it clear which answers go with each question.
• Pre-programmed formulas to make calculations easier.

…and more!

Always best to check and double-check your processes. These checklists will help keep you organized during your next survey QA (quality assurance) check.  An initial and final QA checklist to ensure that your survey is set up for success.

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Dig into this Survey QA Checklist template to find:

• An initial QA checklist to make sure your survey is error free.
• A QA test checklist for others reviewing the survey for grammar, functionality, and time.
• A final QA checklist to ensure your survey is ready to launch.

…and more!

A good research plan is a prerequisite for doing good user research. This template will help you define your objectives, goals, anticipated outcomes, hypotheses, and approach. Use over and over again as you prepare for your next research study!

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Dig into this UX Research Study Plan template to find:

• Thoughtful prompts to create a detailed plan.
• A list of study types to help you choose the right one for your research.
• Space for action items for when you’re ready to get started.

…and more!

Research consent is important! Creating an easy-to-read consent form helps to protect the participants' rights. This document can help. Take note, we aren't lawyers and are not providing legal advice. Please be sure to consult your legal team too.

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This Research Data Consent Form template includes examples of:

• Disclosures about what data you will collect and how you plan to use it.
• Participant rights to ensure everybody is on the same page.
• Participant consent and signature section.

…and more!

An organized way to prepare and present your research findings to key stakeholders. From study goals, methods & approaches, to key takeways & key insights. These slides provide you with a base to help your team present your findings in an understandable and professional manner.

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Dig into this Research Findings Presentation template to find:

• A slide deck template to present your findings. 
• Best practice tips to help you get the most out of your presentation.
• Examples of what to include so your stakeholders can see all the details they need.

…and more!

Even if you don't have a specific research study planned, gathering user feedback is always valuable. Use these templates to build out your interview questions, calculate participant incentives, analyze your findings, and more.

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Dig into this Continuous Interview template to find:

• A screener survey guide to help you identify the right participants.
• Interview questions to help you get the most out of your interview sessions.
• Note-taker templates to keep your findings organized.

…and more!

From recruiting participants, to launching the study, to formatting the results, we've collected all the details you need to help your diary study run smoothly.

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Dig into this Diary Study template to find:

• A screener survey guide to help you identify the right participants.
• A diary study guide to help you create and launch your study.
• A diary form template to collect entries from participants.

…and more!

Here are some templates to help conduct customer interviews, learn more about the pain points you're trying to solve, and come closer to building a product that people love.

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Dig into this Product/Market Fit Interview template to find:

• A screener survey guide to help you identify the right participants.
• Interview questions to help you get the most out of your interview sessions.
• Note-taker templates to keep your findings organized.

…and more!

In this template, you'll find all the details you need to plan your qualitative usability research. Learn more about screening applicants, collecting feedback from users, and analyzing the results.

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Dig into this Qualitative Usability Testing template to find:

• A screener survey guide to help you identify the right participants.
• 50+ interview questions to help you get the most out of your interview sessions.
• Note-taker templates to keep your findings organized.

…and more!

Learn about screener survey best practices, questions to ask during your user interviews, and how to synthesize your insights.

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Dig into this User Interview template to find:

• 50+ interview questions to help you get the most out of your user interview sessions.
• A moderator guide to ensure your interviews run smoothly.
• Note-taker templates to keep your findings organized.

…and more!