Research Plan
What is a Research Plan in User Research?
A Research Plan is a structured document that outlines the objectives, methods, timeline, and resources needed for conducting user research. It serves as a roadmap for the research process, ensuring that all stakeholders are aligned on the goals and approach of the study.
Synonyms: User Research Strategy, UX Research Outline, User Study Plan, Research Roadmap, User Research Framework

Why a Research Plan is Important
A well-crafted Research Plan is crucial for successful user research. It helps teams:
- Clarify research objectives and questions
- Determine appropriate research methods
- Allocate resources effectively
- Set realistic timelines
- Align stakeholders on the research process
By creating a Research Plan, researchers can ensure that their study is focused, efficient, and yields valuable insights for product development.
Key Components of a Research Plan
A comprehensive Research Plan typically includes:
- Research objectives and questions
- Target audience and recruitment criteria
- Chosen research methods (e.g., interviews, surveys, usability testing)
- Timeline and milestones
- Required resources (e.g., tools, team members, budget)
- Data collection and analysis approach
- Deliverables and reporting format
These components provide a clear structure for the research process, making it easier to execute and communicate the study's progress.
How to Create an Effective Research Plan
To develop a strong Research Plan:
- Start by clearly defining your research goals and questions
- Identify your target audience and recruitment criteria
- Choose appropriate research methods based on your objectives
- Create a realistic timeline, considering potential challenges
- Determine the necessary resources and budget
- Outline your data collection and analysis approach
- Specify the format and audience for your research deliverables
Remember to involve key stakeholders in the planning process to ensure buy-in and alignment on the research objectives.
Frequently Asked Questions
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What's the difference between a Research Plan and a Research Protocol?: A Research Plan is a high-level document outlining the overall strategy and approach for a study, while a Research Protocol is a more detailed document that describes the specific procedures and methods to be used in the research.
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How long should a Research Plan be?: The length can vary, but typically a Research Plan is 2-5 pages long. It should be concise yet comprehensive enough to cover all key aspects of the research.
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When should I create a Research Plan?: Ideally, create a Research Plan at the beginning of your research process, before you start recruiting participants or collecting data. This ensures that all team members and stakeholders are aligned on the research goals and approach.
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Can a Research Plan change during the study?: Yes, a Research Plan can be adjusted if necessary. However, major changes should be communicated to all stakeholders and documented to maintain transparency in the research process.