Skip to content

Guides

Practical guides to research methods — when to use each method, step-by-step process, and AI prompts

Guide

How to run a Christensen JTBD interview: a practical guide with AI prompts

Discover jobs customers hire your product to do using Christensen's observation-plus-interview method. Step-by-step guide covering three job dimensions and non-consumption.

Guide

How to conduct a competitive analysis: a practical guide with AI prompts

Step-by-step guide to competitive analysis for UX and product teams. Evaluation framework, competitor review process, SWOT synthesis, and AI-assisted workflows.

Guide

How to conduct an expert review: a practical guide with AI prompts

Step-by-step guide to expert review for UX teams. Evaluation frameworks, severity rating, and AI-enhanced workflows for finding usability problems.

Guide

How to run a True Intent Study: a practical guide with AI prompts

Intercept live website visitors to measure task completion, visitor intent, and satisfaction. Step-by-step guide with survey templates and AI prompts.

Guide

How to run a cognitive walkthrough: a practical guide with AI prompts

A practical guide to cognitive walkthrough: the four questions, how to define personas, run the workshop, and find learnability problems before users do.

Guide

How to conduct content analysis: a practical guide with AI prompts

A practical guide to content analysis for UX and product teams: codebooks, coding workflow, AI tools, and the realistic limits of auto-coding.

Guide

How to conduct desk research: a practical guide for product and UX teams

A practical guide to desk research (secondary research) for UX and product teams — find credible sources, extract findings, synthesize, and use AI deep research.

Guide

How to run error analysis in UX research: a practical guide with AI prompts

A practical guide to error analysis: spot, categorize, and prioritize user failures from usability tests, support tickets, and logs. With AI prompts.

Guide

How to read heatmaps and click maps: a practical UX research guide

A practical guide to heatmaps and click maps — read click, scroll, and attention patterns, validate with session replay, and use AI predictive tools.

Guide

How to conduct heuristic evaluation: a practical guide with AI prompts

A practical guide to heuristic evaluation for UX and product teams: Nielsen's 10 heuristics, severity, AI tools, and the realistic limits of expert review.

Guide

How to use the Kano Model: classify features by satisfaction effect

A practical guide to the Kano Model — classify features as Must-be, Performance, Attractive, or Indifferent through paired functional/dysfunctional questions.

Guide

How to run a literature review for UX research: a practical guide with AI prompts

A practical guide to literature review for UX: focused questions, source screening, thematic synthesis, gap analysis, and AI tools that compress weeks into days.

Guide

How to run a MaxDiff study: prioritize features with best-worst scaling

A practical guide to MaxDiff (best-worst scaling) for prioritizing features, messages, and value props — survey design, scoring, and AI workflow.

Guide

How to run A/B tests: a practical guide with AI prompts

Learn how to design, run, and analyze A/B tests that produce reliable results, with step-by-step instructions, common mistakes to avoid, and AI prompts.

Guide

How to conduct accessibility testing: a practical guide with AI prompts

Learn how to conduct accessibility testing with WCAG audits, assistive technology review, and user testing by people with disabilities, plus AI prompts.

Guide

How to conduct a UX analytics review: a practical guide with AI prompts

Learn how to analyze product analytics and clickstream data to find drop-offs, measure feature adoption, and generate hypotheses for UX improvement.

Guide

How to run a UX benchmarking study: a practical guide with AI prompts

Learn how to plan, run, and analyze a UX benchmarking study with standardized metrics, sample size guidance, and AI prompts for faster analysis.

Guide

How to run cohort analysis: track retention and measure product improvement

A practical guide to cohort analysis — group users by signup date, track retention curves, compare behavioral segments, and measure product impact.

Guide

How to conduct a desirability study: a practical guide with AI prompts

Learn how to run a desirability study using Microsoft product reaction cards to measure users' emotional responses to your design, with step-by-step instructions and AI prompts.

Guide

How to run a first click test: a practical guide with AI prompts

Learn how to plan, run, and analyze first click tests to validate navigation and visual hierarchy, with step-by-step instructions and AI prompts.

Guide

How to run a funnel analysis: find drop-offs and fix conversion

A practical guide to funnel analysis — define steps, measure conversion, identify drop-offs by segment, and generate hypotheses for UX improvement.

Guide

NPS, CSAT, and SUS: how to choose and use standardized UX metrics

A practical guide to NPS, CSAT, SUS, and CES — when to use each metric, how to calculate scores, avoid common mistakes, and apply AI for faster analysis.

Guide

How to design a UX survey: a practical guide with AI prompts

Learn how to design, distribute, and analyze UX surveys with question design principles, pilot testing, and AI prompts for open-ended analysis.

Guide

How to run a tree test: a practical guide with AI prompts

Learn how to plan, run, and analyze tree tests to evaluate your navigation structure, with step-by-step instructions and AI prompts.

Guide

How to run a card sort: a practical guide with AI prompts

Learn how to conduct card sorting for information architecture — open, closed, and hybrid types. Step-by-step process, analysis tips, and AI-enhanced workflow.

Guide

How to run a concept test: a practical guide with AI prompts

Learn how to conduct concept testing to validate product ideas before development. Step-by-step process, stimulus fidelity, AI-enhanced workflow, and common mistakes.

Guide

How to conduct a contextual inquiry: a practical guide with AI prompts

Step-by-step guide to planning and conducting contextual inquiry sessions. Includes observation protocol, probing techniques, work models, and AI prompts for synthesis.

Guide

How to conduct a diary study: a practical guide with AI prompts

Learn how to run a diary study that captures real user behavior over time. Step-by-step process, tools, common mistakes, and AI-enhanced workflow.

Guide

How to conduct ethnographic research: a practical guide with AI prompts

A step-by-step guide to ethnography in UX research — planning field visits, observing users in context, analyzing field data, and turning observations into design decisions.

Guide

How to run a focus group: a practical guide with AI prompts

Learn when and how to run a focus group for UX research, with step-by-step instructions, moderator techniques, and AI-enhanced analysis workflow.

Guide

How to conduct in-depth interviews: a practical guide with AI prompts

Step-by-step guide to planning, conducting, and analyzing in-depth user interviews. Includes discussion guide template, screening criteria, recruitment tips, and AI prompts for synthesis.

Guide

How to create a customer journey map: a practical guide with AI prompts

Step-by-step guide to building research-based journey maps, with workshop facilitation tips, emotional curve mapping, and AI-assisted synthesis.

Guide

How to run a JTBD Canvas Workshop: a practical guide with AI prompts

Learn to run a JTBD Canvas Workshop — from framing the job and interviewing customers through synthesis and team activation.

Guide

How to conduct a JTBD Switch Interview: the Moesta method for understanding why people buy

A step-by-step guide to running Switch Interviews from the Jobs-As-Progress school — force diagrams, buying timelines, and job stories.

Guide

How to create a mental model map: a practical guide with AI prompts

Learn how to conduct mental model mapping — from listening sessions to gap analysis. Step-by-step process, AI-enhanced workflow, and beginner mistakes to avoid.

Guide

How to conduct Outcome-Driven Innovation (ODI): a practical guide with AI prompts

Learn how to run Outcome-Driven Innovation research — from job definition and outcome discovery through quantitative survey and opportunity scoring.

Guide

How to run participatory design workshops: a practical guide with AI prompts

Step-by-step guide to co-designing with users through participatory design workshops, with activity templates, facilitation techniques, and AI synthesis.

Guide

How to build user personas: a practical guide with AI prompts

Step-by-step guide to creating research-based user personas, with behavioral clustering, team workshops, and AI-assisted synthesis workflow.

Guide

How to create a service blueprint: a practical guide with AI prompts

Learn how to create a service blueprint that connects customer touchpoints with backstage operations, fail points, and improvement opportunities.

Guide

How to conduct stakeholder interviews: a practical UX guide with AI prompts

Step-by-step guide to planning and running stakeholder interviews — from mapping decision-makers to building alignment matrices and resolving conflicts.

Guide

How to run a moderated usability test: a practical guide with AI prompts

Learn how to conduct moderated usability testing — from writing task scenarios to analyzing findings. Step-by-step process, facilitation tips, and AI-enhanced workflow.

Guide

How to run an unmoderated usability test: a practical guide with AI prompts

Learn how to conduct unmoderated usability testing — from writing tasks to analyzing completion rates. Step-by-step process, tool setup, and AI-enhanced analysis.