Research & design templates

Audience Persona Template

The Audience Persona Template is an essential tool that helps gain valuable insights into the target demographic. It ensures that every strategic decision is tailored to meet the specific needs and preferences of the audience. The template is designed to cover areas like Background, Hobbies and Interests, Goals, Biggest Fears, Challenges, Common Objections, and Demographics. This detailed approach enables the creation of a nuanced and multi-dimensional audience profile. By understanding the basic demographic information and the target audience's deeper motivations, challenges, and apprehensions, teams can develop more empathetic, effective, and targeted strategies. This depth of understanding leads to more resonant and successful product developments, marketing campaigns, and customer engagement initiatives.

Design Research Template

A design research map is a grid framework showing the relationship between two key intersections in research methodologies: mindset and approach. Design research maps encourage your team or clients to develop new business strategies using generative design thinking. Originally designed by academic Liz Sanders, the framework is meant to resolve confusion or overlap between research and design methods. Whether your team is in problem-solving or problem space definition mode, using a research design template can help you consider the collective value of many unrelated practices.

Research Synthesis/Summary

A research synthesis template is a structured framework that helps UX researchers and product teams organize, analyze, and distill user research findings into meaningful patterns and actionable recommendations. Instead of letting valuable insights get buried in interview transcripts, usability testing notes, and survey data, this template creates a visual workspace for identifying key themes, prioritizing user needs, and aligning cross-functional teams on what users actually need. Use this template to transform raw user research into strategic product direction that moves your roadmap forward.

Features Audit Template

Add new features or improve existing features—those are the two paths toward improving a product. But which should you take? A features audit will help you decide. This easy, powerful product management tool will give you a way to examine all of your features, then gather research and have detailed discussions about the ones that simply aren’t working. Then you can decide if you should increase those features’ visibility or the frequency with which it’s used—or if you should remove it altogether.

Discovery Interviews Template

The Discovery Interviews Template is a powerful tool that allows you to delve into a topic from different angles and gain a deeper understanding of different perspectives. By conducting interviews using this template, you can uncover valuable insights and uncover new information that can help you make informed decisions. Whether you are a researcher, product manager, or simply curious about a specific topic, the Discovery Interviews Template is an essential resource for anyone looking to explore a subject in depth.

Moderated Usability Testing Template

Encouraging individuals to express their implicit ideas helps identify the strengths and weaknesses of a design, and Moderated Usability Testing Template provides valuable perspectives. Typically, conducting only six to nine of these tests uncovers 80% of design issues, making it a cost-effective method to enhance potential solutions.

Cluster Analysis Template

When you're working with others, you might encounter situations where there's too much information to handle, or you're unsure about the direction to take. In such cases, using the Cluster Analysis Template can be helpful. It allows you to group similar items together and make sense of them, whether feedback or creative ideas. This method is straightforward and provides clarity amidst confusion.

Mix-and-Match Template

While unrestricted brainstorming may initially seem ideal, it has been discovered that creativity flourishes when there are limitations. The Mix-and-Match Template is an excellent tool for quickly generating diverse insights. Its structured framework facilitates the generation of new ideas at the intersection of different topics.

Pass the Paper

Collaborative brainstorming is an excellent method to facilitate a group of individuals in generating a diverse range of innovative concepts related to a specific problem. By encouraging participants to build upon each other's ideas, the process allows for rapid evolution and unexpected transformations. This collaborative approach, known as Round Robin, emphasizes collective authorship, with each person contributing their unique perspective. The ultimate outcome is a collection of ideas that surpasses the imagination of any individual.