How to Create a User Research Plan [Template]

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A user research plan is a document that outlines the goals, objectives, and logistical considerations of a research project for stakeholders and team. It explains the process by which a research plan comes together into a shareable document that enables team alignment, accountability, and efficiency throughout a study. A good research plan is a prerequisite for doing good user research and provides everyone involved with a concise overview of the who, what, when, why, and how of any given research project. The research method chosen will determine the sampling strategy, and a screener survey is used to determine if prospective participants qualify for the study. Research plans also serve as points of reference throughout the research process, ensuring that the inquiry remains focused on answering the key research questions defined at the outset. Additionally, research plans should include the logistics of the research, such as a research schedule, budget, and how the results will be shared.