This is a template for a research plan, you can use this when research is requested to help you organise and plan out your research.

🍽️ Table of contents

🤔 Problem statement


Describe the problem as received from the PM/User/Business.

<aside> 🙋 Customer Promises (remove the ones you dont need)

<aside> 💼 Business Goals (remove the ones you dont need)

🎯 Project goals


[insert the goals as provided to you during the kickoff]

Hypotheses, goals & research questions


🕵️ The plan


This is where you highlight the research phase briefly before going into details with regard to your research questions and methods. (before design vs after design etc)

Methods

Which methods will you use to answer these questions? Use the table below. Findings for each method can be added in separate pages (via linking for example).

ID Method Type Related question Why
[short code] Method 1 (for example: Pendo/Analytics What is the type of research? (Exploratory, evaluative or generative) Which question will you answer with this method Why have you chosen this method?