User Research
Project Name: [e.g., Onboarding Optimization]Date: [Insert Date]Researcher(s): [Insert Names]Participants: [Name or anonymized ID]
🎯 Research Goal
What are we trying to learn?Briefly state the primary objective of this research.
Example: Understand why users drop off during onboarding and what improvements could increase conversion.
📝 Research Questions
List 3–5 key questions you want to answer through this research.
What challenges do users face during onboarding?
How do users currently navigate the signup flow?
What features do users find most valuable?
What language or messaging confuses them?
🔍 Participant Profile
Attribute
Description
Role
[e.g., Product Manager, New User]
Experience Level
[e.g., 0–1 years, Power user]
Device/Platform
[e.g., Desktop, iOS, Android]
Segment
[e.g., SMB, Enterprise, Student]
🎤 Interview Guide / Test Script
Use this section for structured questions or tasks.
Warm-up / Background Questions
Can you tell me about your role?
How often do you use [related tools/platforms]?
Main Section (Task-based or Open Questions)
Can you walk me through how you’d [do action]?
What do you usually expect to see at this stage?
Wrap-up
What’s one thing you’d improve about this experience?
Any other feedback you'd like to share?
📌 Key Observations
Summarize what you saw or heard:
Users are confused by [X] wording.
Most skipped the tutorial flow.
Desktop users had better task completion than mobile.
💡 Insights & Recommendations
Insight
Recommendation
Users don’t read tooltips
Replace with a short guided tour
Signup errors are not clearly shown
Add inline error messaging
Users want to preview features first
Add a “Try it first” option
📎 Supporting Materials
Screenshots / Recordings: [Link or Attach]
Raw Notes / Transcript: [Link to doc or file]
Survey Data: [Link to spreadsheet or form]
