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UX Research
Strategy 

& Methodology
Week 2
Elroy Chibex
Orvisit andenterthecode-#1420514
slido.com
Scanthecodebelowanddropanyquestionsyouhave
Week 2
# ValueofaUXresearchstrateg
# WhoisUXresearchfor!
# Whatwillyouresearch!
# Whenwillresearchbeconducted!
# UXresearchpla
# LeanUXresearchmethodolog
# AssumptionsinleanUXresearc
# Researchstrategyforanewproduc
# Researchstrategyforanexistingproduct
# Whatareusabilityheuristics!
# VisibilityofsystemstatuI
# Matchbetweensystemandtherealworl2
# Usercontrolandfreedo0
# ConsistencyandstandardI
# Errorpreventio
# RecognitionratherthanrecalJ
# FlexibilityandefficiencyofusR
# Aestheticandminimalistdesig
# Helpusersrecognize,diagnose,and
recoverfromerrorI
# Helpanddocumentation
slido.com | Code - #1420514
Value of a UX Research Strategy
Strategyistheapproachyoutaketoachieveagoal. 

UXresearchstrategyisaplantoincorporatevarious
researchmethodsintoyourdesignprocess.

HavingaUXresearchstrategyallowsyoutocreatea
productthatusersneedandsaveyourteam'sefforts
alongtheway.
slido.com | Code - #1420514
Value of a UX Research Strategy
5 Reinforcetheimportanceofresearchandgetstakeholdersonboar
5 Setresearchgoals(areyoumakinganewproductortryingtoimproveanexistingone?
5 AccountfortimeandbudgetforUXresearchduringprojectplannin
5 IntegrateUXresearchintoyourdesignproces2
5 Decidewhichresearchmethodsshouldbeusedateachstag8
5 Successfullyimplementyourresearchfindings
slido.com | Code - #1420514
Who is UX Research for?
! Leaders-HeadofDesignorSeniorEnginee'
! Implementers-Softwareengineerorotherdesigner
! C-levelpeople
slido.com | Code - #1420514
What will you research?
5objectivesstartupsuseUXresearchtoachieve0
* Improveaprocessorworkflo#
* Betterunderstandcustomershoppinghabit
* Evaluateconcept
* Testusability
* Refineavalueproposition
slido.com | Code - #1420514
What will you research?
5objectivesstartupsuseUXresearchtoachieve0
* Improveaprocessorworkflo#
* Betterunderstandcustomershoppinghabit
* Evaluateconcept
* Testusability
* Refineavalueproposition
slido.com | Code - #1420514
When will research be conducted?
Thetestsyouneedtorunwilldifferdependingonthestage=
$ Discovery:Atthisstage,youneedtolearnaboutthemarketforyourproductanditspotentialusers
$ Validation and testing: Atthispoint,youtypicallyhaveaprototypetotest
$ Post-launch:Onceyou'velaunchedyourproduct,it'simportanttokeeptheresearchgoingto
ensurethatyoursolutionisstillworking.
slido.com | Code - #1420514
UX Research Plan
UX research plan is a document that defines your team’s
key research goals and the strategy to reach them.


A UX research plan usually includes
 Key research goal$
 The most important questions you want to answe/
 The research metho
 The analysis method  research deliverable$
 A timeline of when the studies will be executed
Template of a UX
Research plan


Video : UX Research
and Prototype testing
slido.com | Code - #1420514
Lean UX Research Methodology
LeanUXresearchisaquickanddirtyapproachto
traditionalUXresearch.Itstartswiththe
assumptionsmadebystakeholders.Oncethey
agreeonadirection,aroughprototypehelps
validatetheideawithcustomers.Thisapproach
doesn’trequiremanyresources
slido.com | Code - #1420514
Lean UX Research Methodology
LeanUXfocusesonreducedwastedtimeandprovidingaworkingproductASAP.
P Think-exploretheproblem,gatheruserresearch2
P Make-startdesigning,createtheMVB
P Check-findoutuserresponsivegatherfeedback.Makenecessaryadjustmentsandrepeat
slido.com | Code - #1420514
test ideas in the real world externalize your ideas
move forward
stay focused
reframe deliverables as outcomes
embrace radical transparency ignore nice-to-haves
Assumptions in lean UX research
slido.com | Code - #1420514
OneofthedifferencesbetweenleanUXresearchandotherresearchmethodsis
makingassumptions. 


Intraditionalresearch,weavoidassuminganythingaboutusers.Instead,westudy
themandpresentourfindingsasdetaileddeliverables. 


LeanUXhasthefocusistoimprovingtheproducthereandnow.Sowestartwith
creatingaproblemstatement.


Thenextstepistogettheteamtogethertobrainstormpossiblesolutions—make
assumptions
Research strategy for a new product
UXresearchforanewproductfocusesongetting users,addressing their problems
andpainpoints,andonboarding them. 


Useronboardingisthesystemofactivelyguidinguserstofindnewvalueinyour
product.Itcaneithermakeorbreakyourproduct.


Testing for market-fit
slido.com | Code - #1420514
Research strategy for an existing product
UXresearchforanexistingproductfocusesontwomainobjectives
0 Toretainexistingcustomers:Understandwhereyourusersgetstuckandswitchto
anotherbrand.Thiswilltellyouwhatyoucandodifferentlytomeetusers'needsand
outdothecompetition
0 Togrowthecustomerbase:Conductusabilitytesting.Basedonusabilitytesting
results,youcanturnonandoffcertainfeaturesforselectusers.Anotheroptionisto
leverageexperimentationtomakeyourproductindispensableincustomers'lives.
slido.com | Code - #1420514
Thankyouforlistening

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UX Research Strategy & Methodology

  • 1. UX Research Strategy & Methodology Week 2 Elroy Chibex
  • 3. Week 2 # ValueofaUXresearchstrateg # WhoisUXresearchfor! # Whatwillyouresearch! # Whenwillresearchbeconducted! # UXresearchpla # LeanUXresearchmethodolog # AssumptionsinleanUXresearc # Researchstrategyforanewproduc # Researchstrategyforanexistingproduct # Whatareusabilityheuristics! # VisibilityofsystemstatuI # Matchbetweensystemandtherealworl2 # Usercontrolandfreedo0 # ConsistencyandstandardI # Errorpreventio # RecognitionratherthanrecalJ # FlexibilityandefficiencyofusR # Aestheticandminimalistdesig # Helpusersrecognize,diagnose,and recoverfromerrorI # Helpanddocumentation slido.com | Code - #1420514
  • 4. Value of a UX Research Strategy Strategyistheapproachyoutaketoachieveagoal. UXresearchstrategyisaplantoincorporatevarious researchmethodsintoyourdesignprocess. HavingaUXresearchstrategyallowsyoutocreatea productthatusersneedandsaveyourteam'sefforts alongtheway. slido.com | Code - #1420514
  • 5. Value of a UX Research Strategy 5 Reinforcetheimportanceofresearchandgetstakeholdersonboar 5 Setresearchgoals(areyoumakinganewproductortryingtoimproveanexistingone? 5 AccountfortimeandbudgetforUXresearchduringprojectplannin 5 IntegrateUXresearchintoyourdesignproces2 5 Decidewhichresearchmethodsshouldbeusedateachstag8 5 Successfullyimplementyourresearchfindings slido.com | Code - #1420514
  • 6. Who is UX Research for? ! Leaders-HeadofDesignorSeniorEnginee' ! Implementers-Softwareengineerorotherdesigner ! C-levelpeople slido.com | Code - #1420514
  • 7. What will you research? 5objectivesstartupsuseUXresearchtoachieve0 * Improveaprocessorworkflo# * Betterunderstandcustomershoppinghabit * Evaluateconcept * Testusability * Refineavalueproposition slido.com | Code - #1420514
  • 8. What will you research? 5objectivesstartupsuseUXresearchtoachieve0 * Improveaprocessorworkflo# * Betterunderstandcustomershoppinghabit * Evaluateconcept * Testusability * Refineavalueproposition slido.com | Code - #1420514
  • 9. When will research be conducted? Thetestsyouneedtorunwilldifferdependingonthestage= $ Discovery:Atthisstage,youneedtolearnaboutthemarketforyourproductanditspotentialusers $ Validation and testing: Atthispoint,youtypicallyhaveaprototypetotest $ Post-launch:Onceyou'velaunchedyourproduct,it'simportanttokeeptheresearchgoingto ensurethatyoursolutionisstillworking. slido.com | Code - #1420514
  • 10. UX Research Plan UX research plan is a document that defines your team’s key research goals and the strategy to reach them. A UX research plan usually includes Key research goal$ The most important questions you want to answe/ The research metho The analysis method research deliverable$ A timeline of when the studies will be executed Template of a UX Research plan Video : UX Research and Prototype testing slido.com | Code - #1420514
  • 11. Lean UX Research Methodology LeanUXresearchisaquickanddirtyapproachto traditionalUXresearch.Itstartswiththe assumptionsmadebystakeholders.Oncethey agreeonadirection,aroughprototypehelps validatetheideawithcustomers.Thisapproach doesn’trequiremanyresources slido.com | Code - #1420514
  • 12. Lean UX Research Methodology LeanUXfocusesonreducedwastedtimeandprovidingaworkingproductASAP. P Think-exploretheproblem,gatheruserresearch2 P Make-startdesigning,createtheMVB P Check-findoutuserresponsivegatherfeedback.Makenecessaryadjustmentsandrepeat slido.com | Code - #1420514 test ideas in the real world externalize your ideas move forward stay focused reframe deliverables as outcomes embrace radical transparency ignore nice-to-haves
  • 13. Assumptions in lean UX research slido.com | Code - #1420514 OneofthedifferencesbetweenleanUXresearchandotherresearchmethodsis makingassumptions. Intraditionalresearch,weavoidassuminganythingaboutusers.Instead,westudy themandpresentourfindingsasdetaileddeliverables. LeanUXhasthefocusistoimprovingtheproducthereandnow.Sowestartwith creatingaproblemstatement. Thenextstepistogettheteamtogethertobrainstormpossiblesolutions—make assumptions
  • 14. Research strategy for a new product UXresearchforanewproductfocusesongetting users,addressing their problems andpainpoints,andonboarding them. Useronboardingisthesystemofactivelyguidinguserstofindnewvalueinyour product.Itcaneithermakeorbreakyourproduct. Testing for market-fit slido.com | Code - #1420514
  • 15. Research strategy for an existing product UXresearchforanexistingproductfocusesontwomainobjectives 0 Toretainexistingcustomers:Understandwhereyourusersgetstuckandswitchto anotherbrand.Thiswilltellyouwhatyoucandodifferentlytomeetusers'needsand outdothecompetition 0 Togrowthecustomerbase:Conductusabilitytesting.Basedonusabilitytesting results,youcanturnonandoffcertainfeaturesforselectusers.Anotheroptionisto leverageexperimentationtomakeyourproductindispensableincustomers'lives. slido.com | Code - #1420514