All templates

UX Research Cheat Sheet

Report

πŸ’‘ What is the UX Research Cheat Sheet for Product Managers?

The UX Research Cheat Sheet is a quick-reference visual guide that helps teams select the right user research method for any project β€” fast.

It simplifies the complexity of research planning by mapping every method across two key dimensions:

  • Attitudinal ↔ Behavioral β€” what people say vs. what they do.

  • Qualitative ↔ Quantitative β€” why vs. how many.

Built for product managers, UX/UI designers, junior researchers, and startup founders, this framework demystifies research and turns it into a clear, visual decision-making tool.

🎯 What problem does it solve?

Teams often struggle to choose the right research method, leading to wasted time or misleading results.

This cheat sheet:

  • Clarifies which methods answer which questions.

  • Shows when to use them across the product lifecycle (Discover β†’ Define β†’ Develop β†’ Deliver).

  • Prevents method misuse β€” like running a survey to solve a usability issue.

  • Creates a shared, visual language for cross-functional teams.

🧭 What’s inside the template

🟠 

1. Research Methods Matrix (2Γ—2)

A visual grid plotting methods along two axes:

  • Qualitative vs. Quantitative

  • Attitudinal vs. Behavioral

Quickly identify which approach suits your current question β€” whether you’re exploring β€œWhy users do something” or β€œHow many people are affected.”

πŸ”΅Β 

2. When to Use Timeline (Double Diamond)

A roadmap showing where each method fits in your design or product process:

  • Discover: Interviews, Contextual Inquiry, Diary Studies, Surveys

  • Define: Card Sorting, Tree Testing, Journey Mapping

  • Develop: Usability Testing, Benchmarking, Analytics Setup

  • Deliver: A/B Testing, Post-launch Surveys, Funnel Analysis

🟒 

3. Method Cards Library

A library of cards, each summarizing a key research method β€” like Usability Testing, A/B Testing, or Card Sorting.

Each card includes:

  • βœ… What it is

  • 🎯 Questions it answers

  • πŸ‘₯ Typical participants

  • ⏱ Effort & duration

  • ⚠️ Risks & biases to watch

  • πŸ“ˆ Outputs & artifacts

  • πŸ”— Combine with

🟣 

4. Research Plan Lite (Mini Template)

A simple worksheet to define your research goal, hypothesis, and chosen methodology before you begin.

Use this as your kickoff tool for aligning with stakeholders.

🧩 How to use it

  1. Start with your research question: What do we need to learn?

  2. Use the 2Γ—2 Matrix to choose the right method quadrant.

  3. Check the Double Diamond Timeline to find when to run it.

  4. Open the corresponding Method Card for step-by-step guidance.

  5. Plan your session with the Research Plan Lite sheet.

  6. Run your research, synthesize insights, and share outcomes.

βš™οΈ Who is it for

  • Product Managers: Need fast, evidence-based decisions.

  • UX/UI Designers: Want to validate ideas early and often.

  • Junior Researchers: Looking for structure and clarity.

  • Startup Founders: Need efficient, ethical validation loops.

πŸ”’ Ethics & Accessibility

The cheat sheet integrates operational guardrails to maintain high research standards:

  • Recruit inclusively and obtain informed consent.

  • Keep data secure and anonymized.

  • Include participants with disabilities in every cycle.

  • Follow ISO 9241-210 (Human-Centered Design) principles.

πŸ“š References

πŸ“˜ FAQs

Q: What’s unique about this version?

A: It combines NN/g’s method map with a Double-Diamond workflow and practical templates β€” all in one Miro board.

Q: Who can benefit from it?

A: Product teams, designers, and researchers who want clarity, speed, and defensible insights.

Q: How long does it take to use?

A: 10 minutes to pick your method. 1 hour to plan your round. Repeat and iterate weekly.

✨ Outcome

Use the UX Research Cheat Sheet to:

βœ… Pick methods faster.

βœ… Reduce research bias.

βœ… Align teams around real data.

βœ… Deliver products grounded in user insight β€” not guesswork.

Mark V. Smetanin

Product Portfolio Director @ CHM inc.

E-commerce, AdTech, SalesFunnels, ShortTermRentals, Property Management, SAAS, Communication models, API, Payments, Fintech.


Categories

Similar templates