Preparing Research Materials

Preparing research materials involves creating and organising the documents, guides, and tools necessary for conducting user research. This activity ensures that the research sessions are structured, efficient, and capable of gathering the intended insights.

Goal

The goal of preparing research materials is to equip the research team and participants with clear, effective tools and guides that facilitate the collection of valuable, actionable user insights.

Context

The quality of the outcomes of user research is heavily influenced by the quality of the research materials. By preparing well-structured, focused materials, teams can ensure that their research efforts are efficient, effective, and capable of yielding meaningful insights.

Inputs

ArtifactDescription
Research PlanA detailed document outlining the research objectives, methodologies, timeline, and resources.

Outputs

ArtifactDescription
Interview GuideA structured plan for the interview, including the flow of questions and topics to cover.
Survey QuestionsDesigned sets of questions intended for quantitative data collection from a broader audience.
Ethnographic Study GuideA guide for researchers to follow during the field study, including the flow of activities and topics to cover.
Diary Study GuideA guide for participants to follow during the diary study, including the flow of activities and topics to cover.
Card Sorting DeckA set of topics or items that participants will sort into categories.
Card Sorting CategoriesA set of labels or groups that participants will use to organise the cards if you are performing a closed or hybrid sorting session.

Anti-patterns

  • Overly Complex Materials: Creating research materials that are too detailed or complex, potentially confusing participants or researchers.
  • Lack of Alignment with Objectives: Preparing materials that do not align closely with the research objectives, leading to irrelevant data collection.
  • One-size-fits-all Approach: Using the same materials for every research session, regardless of the unique needs of each study or participant group.
  • Ignoring Participant Feedback: Failing to update or revise materials based on feedback from participants or findings from previous research sessions.

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