Research Track

Use when the problem, user needs, or solution approach still require discovery.

Scope Unknown17 methods

Deliverables in Order of Execution

The typical sequence — adjust based on your context and existing evidence.

Non-linear by design. These activities represent recommended paths, not a rigid waterfall. Move backward when new uncertainty emerges, skip steps when sufficient evidence exists, or move between tracks as your understanding evolves.

  1. Early StageStakeholder InterviewsOne-on-one conversations with the people who sponsor, build, sell, or support the product, to learn business goals, constraints, history, and risks. They capture the organization's view, not evidence of what users need.
  2. Early StageWorkshops — Lean UX & Assumption MappingFacilitated sessions that align the team on the problem and surface risky assumptions before fieldwork. Lean UX clarifies goals and outcomes; Assumption Mapping ranks assumptions by how little evidence exists and how costly they are if wrong.
  3. Early StageUser InterviewsQualitative conversations with representative users about their needs, mental models, behaviors, and context. They reveal the "why" behind what people do, which usage data cannot.
  4. Early StageContextual InquiryField observation in which a researcher watches people do real work in their own environment and asks questions as it happens, capturing workarounds, interruptions, tools, and handoffs rather than recalled accounts. Notes can become a task analysis.
  5. Early StageUser SurveysStructured questionnaires sent to representative users to collect quantitative and qualitative data on behaviors, attitudes, and needs at scale, complementing interviews with breadth.
  6. Early StageProduct Analytics ReviewAnalysis of behavioral usage data in tools such as LogRocket, Pendo, FullStory, or Amplitude to find trends, friction, and drop-off. It shows what happens at scale, not why.
  7. Early StageCompetitive & Comparative AnalysisA structured review of how other products solve the same or a similar problem: direct and indirect alternatives, including workarounds, and products in other domains with a similar pattern. Findings describe the landscape, not what users need.
  8. Early StageCustomer Feedback AnalysisSystematic analysis of existing feedback (tickets, chats, reviews, NPS and CSAT comments, call notes), coded into themes with a count of how often each appears. It surfaces recurring pain points in customers' words, but over-represents people who choose to contact you.
  9. Mid StageResearch SynthesisOrganizing, coding, and analyzing raw research (interview notes, recordings, survey responses, analytics findings) into themes, insights, and opportunities.
  10. Mid StagePersonas & Behavioral SegmentationGrouping users by shared behaviors, goals, and contexts (what people do and need, not demographics alone) and describing each group in a persona. A persona built without evidence is a proto-persona: hypotheses to label and test, not a finding.
  11. Mid StageJobs to Be DoneA framework that describes needs as the progress a person wants in a situation, independent of any solution, paired with interviews that reconstruct the circumstances behind a choice to adopt or switch. It frames findings; it is not a study design.
  12. Mid StageCustomer Journey MappingA visual map of the end-to-end experience across touchpoints, channels, and time, showing actions, thoughts, emotions, and pain points at each stage of a defined scenario.
  13. Mid StageService BlueprintA detailed map of service delivery showing how what customers see and do (touchpoints, physical evidence) relates to staff actions (frontstage and backstage) and to supporting systems, data, and processes. It extends the journey map into operations.
  14. Mid StageDesign Reviews — Exploratory ConceptsSessions that explore and critique high-level design directions or concept sketches informed by research, to judge whether concepts address the problem, not to finalize details.
  15. Final StageOpportunity Solution TreeA visual map connecting a desired outcome to customer opportunities from research, candidate solutions, and the assumption tests showing whether a solution is worth building. It keeps choices traceable to evidence but does not replace it.
  16. Final StageConcept TestingShowing target users early concepts (descriptions, storyboards, sketches, demos) to learn whether they understand the idea, see value, and could fit it into their situation. It can also test the riskiest assumption before building. It tests desirability and fit, not usability; stated interest is not later behavior.
  17. Final StagePreparation of Research OutputsTurning insights, themes, and recommendations into a shareable report, opportunity brief, or insight deck that informs next steps.

All Methods — Research Track

  • Early Stage

    Workshops

    Facilitated sessions that align the team on the problem and surface risky assumptions before fieldwork. Lean UX clarifies goals and outcomes; Assumption Mapping ranks assumptions by how little evidence exists and how costly they are if wrong.

    Research
  • Early Stage

    User Interviews

    Qualitative conversations with representative users about their needs, mental models, behaviors, and context. They reveal the "why" behind what people do, which usage data cannot.

    Research
  • Early Stage

    Analytics Review

    Analysis of behavioral usage data in tools such as LogRocket, Pendo, FullStory, or Amplitude to find trends, friction, and drop-off. It shows what happens at scale, not why.

    Research
  • Mid Stage

    Research Synthesis

    Organizing, coding, and analyzing raw research (interview notes, recordings, survey responses, analytics findings) into themes, insights, and opportunities.

    Research
  • Mid Stage

    Exploratory Design Reviews

    Sessions that explore and critique high-level design directions or concept sketches informed by research, to judge whether concepts address the problem, not to finalize details.

    Research
  • Final Stage

    Research Outputs

    Turning insights, themes, and recommendations into a shareable report, opportunity brief, or insight deck that informs next steps.

    Research
  • Early Stage

    User Surveys

    Structured questionnaires sent to representative users to collect quantitative and qualitative data on behaviors, attitudes, and needs at scale, complementing interviews with breadth.

    Research
  • Mid Stage

    Journey Mapping

    A visual map of the end-to-end experience across touchpoints, channels, and time, showing actions, thoughts, emotions, and pain points at each stage of a defined scenario.

    Research
  • Mid Stage

    Service Blueprint

    A detailed map of service delivery showing how what customers see and do (touchpoints, physical evidence) relates to staff actions (frontstage and backstage) and to supporting systems, data, and processes. It extends the journey map into operations.

    Research
  • Early Stage

    Stakeholder Interviews

    One-on-one conversations with the people who sponsor, build, sell, or support the product, to learn business goals, constraints, history, and risks. They capture the organization's view, not evidence of what users need.

    Research
  • Early Stage

    Contextual Inquiry

    Field observation in which a researcher watches people do real work in their own environment and asks questions as it happens, capturing workarounds, interruptions, tools, and handoffs rather than recalled accounts. Notes can become a task analysis.

    Research
  • Early Stage

    Competitive Analysis

    A structured review of how other products solve the same or a similar problem: direct and indirect alternatives, including workarounds, and products in other domains with a similar pattern. Findings describe the landscape, not what users need.

    Research
  • Early Stage

    Feedback Analysis

    Systematic analysis of existing feedback (tickets, chats, reviews, NPS and CSAT comments, call notes), coded into themes with a count of how often each appears. It surfaces recurring pain points in customers' words, but over-represents people who choose to contact you.

    Research
  • Mid Stage

    Personas & Segments

    Grouping users by shared behaviors, goals, and contexts (what people do and need, not demographics alone) and describing each group in a persona. A persona built without evidence is a proto-persona: hypotheses to label and test, not a finding.

    Research
  • Mid Stage

    Jobs to Be Done

    A framework that describes needs as the progress a person wants in a situation, independent of any solution, paired with interviews that reconstruct the circumstances behind a choice to adopt or switch. It frames findings; it is not a study design.

    Research
  • Final Stage

    Opportunity Tree

    A visual map connecting a desired outcome to customer opportunities from research, candidate solutions, and the assumption tests showing whether a solution is worth building. It keeps choices traceable to evidence but does not replace it.

    Research
  • Final Stage

    Concept Testing

    Showing target users early concepts (descriptions, storyboards, sketches, demos) to learn whether they understand the idea, see value, and could fit it into their situation. It can also test the riskiest assumption before building. It tests desirability and fit, not usability; stated interest is not later behavior.

    Research