PHASES 02–03 · RESEARCH & STRUCTURE
Research & Structure Toolkit
Plan focused research, turn evidence into useful insights and shape a product flow the team can act on.
Outcome:
Evidence-backed priorities, a clear user journey and an agreed direction.
TEMPLATE 04
Research plan
Keep research proportionate by defining what needs to be learned, who can answer it and how decisions will use the evidence.
Participants
Define who needs to take part and the behaviours that matter.
Logistics
Record timing, ownership, recruitment and consent requirements.
Method
Choose interviews, usability tests, analytics or a lightweight combination.
Research objectives
List the decisions the team cannot make confidently yet.
TEMPLATE 05
Interview script
A simple structure that keeps conversations natural while ensuring every session produces comparable evidence.
01
Opening
Explain the purpose, gain consent and make it clear there are no right answers.
02
Current behaviour
Ask for recent examples rather than opinions about hypothetical situations.
03
Tasks and decisions
Explore what people tried, expected, noticed and found difficult.
04
Follow-up
Probe contradictions, workarounds and the reason behind important choices.
TEMPLATE 06
Evidence to opportunity
Use this chain to avoid jumping from a single comment directly to a feature idea.
Evidence
What was observed or said?
→
Pattern
What repeats across people or sessions?
→
Insight
Why does the pattern matter?
→
Opportunity
What could improve without prescribing a solution?
TEMPLATES 07–08
User flow and priority matrix
Translate research into a journey, then decide what must be solved first based on user value and delivery confidence.
01
Entry point
02
Choose task
03
Provide information
04
Review decision
05
Success or recovery
High user value / High confidence
Prioritise now. The problem is evidenced and the team can act.
High user value / Low confidence
Research next. The opportunity matters but assumptions remain.
Direction agreed?
Validate the proposed experience and prepare it for accurate implementation.
Next: Testing & Handoff
PHASES 02–03 · RESEARCH & STRUCTURE
Research & Structure Toolkit
Plan focused research, turn evidence into useful insights and shape a product flow the team can act on.
Outcome:
Evidence-backed priorities, a clear user journey and an agreed direction.
TEMPLATE 04
Research plan
Keep research proportionate by defining what needs to be learned, who can answer it and how decisions will use the evidence.
Participants
Define who needs to take part and the behaviours that matter.
Logistics
Record timing, ownership, recruitment and consent requirements.
Method
Choose interviews, usability tests, analytics or a lightweight combination.
Research objectives
List the decisions the team cannot make confidently yet.
TEMPLATE 05
Interview script
A simple structure that keeps conversations natural while ensuring every session produces comparable evidence.
01
Opening
Explain the purpose, gain consent and make it clear there are no right answers.
02
Current behaviour
Ask for recent examples rather than opinions about hypothetical situations.
03
Tasks and decisions
Explore what people tried, expected, noticed and found difficult.
04
Follow-up
Probe contradictions, workarounds and the reason behind important choices.
TEMPLATE 06
Evidence to opportunity
Use this chain to avoid jumping from a single comment directly to a feature idea.
Evidence
What was observed or said?
→
Pattern
What repeats across people or sessions?
→
Insight
Why does the pattern matter?
→
Opportunity
What could improve without prescribing a solution?
TEMPLATES 07–08
User flow and priority matrix
Translate research into a journey, then decide what must be solved first based on user value and delivery confidence.
01
Entry point
02
Choose task
03
Provide information
04
Review decision
05
Success or recovery
High user value / High confidence
Prioritise now. The problem is evidenced and the team can act.
High user value / Low confidence
Research next. The opportunity matters but assumptions remain.
Direction agreed?
Validate the proposed experience and prepare it for accurate implementation.
Next: Testing & Handoff
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PHASES 02–03 · RESEARCH & STRUCTURE
Research & Structure Toolkit
Plan focused research, turn evidence into useful insights and shape a product flow the team can act on.
Outcome:
Evidence-backed priorities, a clear user journey and an agreed direction.
TEMPLATE 04
Research plan
Keep research proportionate by defining what needs to be learned, who can answer it and how decisions will use the evidence.
Participants
Define who needs to take part and the behaviours that matter.
Logistics
Record timing, ownership, recruitment and consent requirements.
Method
Choose interviews, usability tests, analytics or a lightweight combination.
Research objectives
List the decisions the team cannot make confidently yet.
TEMPLATE 05
Interview script
A simple structure that keeps conversations natural while ensuring every session produces comparable evidence.
01
Opening
Explain the purpose, gain consent and make it clear there are no right answers.
02
Current behaviour
Ask for recent examples rather than opinions about hypothetical situations.
03
Tasks and decisions
Explore what people tried, expected, noticed and found difficult.
04
Follow-up
Probe contradictions, workarounds and the reason behind important choices.
TEMPLATE 06
Evidence to opportunity
Use this chain to avoid jumping from a single comment directly to a feature idea.
Evidence
What was observed or said?
→
Pattern
What repeats across people or sessions?
→
Insight
Why does the pattern matter?
→
Opportunity
What could improve without prescribing a solution?
TEMPLATES 07–08
User flow and priority matrix
Translate research into a journey, then decide what must be solved first based on user value and delivery confidence.
01
Entry point
02
Choose task
03
Provide information
04
Review decision
05
Success or recovery
High user value / High confidence
Prioritise now. The problem is evidenced and the team can act.
High user value / Low confidence
Research next. The opportunity matters but assumptions remain.
Direction agreed?
Validate the proposed experience and prepare it for accurate implementation.
Next: Testing & Handoff

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