Service Design Tools

Research Plan

A research plan keeps user research systematic and effective. It outlines objectives, methods, timeline, and deliverables. This ensures the research meets project needs and stays on track.

Duration
1 hour
Group Size
2-4
Category
Service Design Tools
Difficulty
Easy
Participants will:

  • Define clear research objectives and questions.

  • Select appropriate research methods.

  • Plan a systematic approach to learning.

  • Align stakeholders on the research scope.

  • Ensure efficient use of research resources.

  • Create a framework for analysis and reporting.

  • Enable repeatable research processes.

Participants will complete a research plan with a clear methodology, ready for execution.
Start with clear business questions. Choose methods that fit objectives and constraints. Plan for more time than you think you need—research often takes longer than expected. Get stakeholder buy-in early. Build in flexibility for unexpected findings. Consider ethical implications. Plan the analysis approach before collecting data. Document assumptions and decisions.

  1. Define research objectives: What decisions will the research inform? What questions need answering? What outcomes are expected?

  2. Choose research methods: Determine qualitative vs. quantitative needs and generative vs. evaluative research. Select methods based on objectives.

  3. Plan participant recruitment: Define target participant criteria and sample size requirements. Create a recruitment timeline and budget.

  4. Create a research timeline: Plan study design, data collection, analysis, synthesis, reporting, and presentation.

  5. Define deliverables and success metrics.

  6. Plan the analysis approach.

  7. Get stakeholder alignment.

  8. Execute according to the plan.

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For Facilitators

  • Review participant profiles and expectations
  • Prepare all materials and supplies
  • Test technology and room setup

For Participants

  • Complete pre-session survey
  • Review background materials
  • Prepare examples or case studies

Unlock Pre-Work Requirements

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  • Research planning template

  • Research method resources

  • Project timeline tools

  • Budget planning materials

  • Stakeholder alignment frameworks

  • Research ethics guidelines

  • Analysis planning tools

  • Documentation systems

Unlock Materials Required

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

  • Facilitator Guide (PDF)
  • Participant Workbook Template
  • Presentation Slides
  • Printable Materials

Unlock Resources & Templates

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