Templates
Ready-to-use checklists and templates for research methods — preparation, execution, and analysis
Christensen JTBD interview checklist: before, during, and after
A 26-point checklist for running Christensen JTBD interviews — from hypothesis and observation through three-dimension probing to job definition synthesis.
Competitive analysis checklist: before, execution, and after phases
A 22-item checklist for running a competitive analysis from setup through synthesis, covering evaluation framework, walkthroughs, and reporting.
Expert review checklist: before, execution, and after phases
A 24-item checklist for running an expert review from scope definition through report delivery, covering frameworks, walkthroughs, and findings.
True Intent Study checklist: before, during, and after
A 24-point checklist for running True Intent Studies — from intercept setup through data collection to priority matrix and benchmarking.
Cognitive walkthrough checklist: persona, action sequence, four questions, fixes
A cognitive walkthrough checklist for product researchers: persona setup, action sequence, the four-question workshop, and the prioritized fix list.
Content analysis checklist: before, execution, after
A practical content analysis checklist for product researchers: 24 actions across setup, coding, reliability checks, synthesis, and the final brief.
Desk research checklist: scoping, execution, and synthesis steps
A practical desk research checklist covering scoping, stakeholder kickoff, source search, credibility checks, extraction, synthesis, and verification.
Error analysis checklist: scope, coding, taxonomy, prioritization
An error analysis checklist for product researchers: scope, open and structured coding, taxonomy building, severity scoring, and the prioritized action plan.
Heatmaps checklist: setup, analysis, and follow-up for UX teams
A practical heatmap checklist covering tool setup, data collection, click and scroll analysis, segmentation, and post-launch follow-up actions.
Heuristic evaluation checklist: before, execution, after
A practical heuristic evaluation checklist for product researchers: 25 actions across scope setup, independent review, consolidation, and the action plan.
Kano Model checklist: feature selection, fielding, and analysis steps
A practical Kano Model checklist covering feature selection, question pair design, fielding, discrete and continuous analysis, and roadmap decisions.
Literature review checklist: questions, search, screening, synthesis, gap analysis
A literature review checklist for UX researchers: focused questions, scoped search, source screening, structured extraction, thematic synthesis, and gap analysis.
MaxDiff checklist: design, fielding, and analysis for product teams
A practical MaxDiff checklist covering item-list design, sample sizing, fielding, scoring, segment analysis, and reporting recommendations.
A/B testing checklist: before, during, and after your experiment
Step-by-step checklist covering A/B test setup, execution monitoring, result analysis, and documentation for reliable experiments.
Accessibility testing checklist: preparation, execution, and remediation
A practical checklist for conducting accessibility testing — WCAG audit setup, automated scans, manual review, user testing with people with disabilities, and reporting.
UX analytics review checklist: before, during, and after the analysis
A checklist for conducting UX analytics reviews — covering tracking verification, funnel analysis, segmentation, anomaly detection, and reporting.
UX benchmarking checklist: before, during, and after the study
A step-by-step UX benchmarking checklist covering study planning, data collection monitoring, analysis, reporting, and documentation for replication.
Cohort analysis checklist: before, during, and after the analysis
A checklist for conducting cohort analysis — covering cohort definition, retention events, behavioral comparison, and target setting.
Desirability study checklist: preparation, execution, and analysis
A practical checklist for running a desirability study from start to finish — word list setup, participant recruitment, data collection, and reporting.
First click testing checklist: before, during, and after your study
Step-by-step checklist for setting up first click tests, running studies, analyzing click maps, and recommending design changes.
Funnel analysis checklist: before, during, and after the analysis
A checklist for conducting funnel analysis — covering step definition, tracking verification, segmentation, drop-off diagnosis, and monitoring.
NPS, CSAT, and SUS checklist: before, during, and after measurement
A checklist for deploying NPS, CSAT, SUS, and CES metrics — covering instrument selection, trigger setup, score calculation, and reporting.
UX survey checklist: before, during, and after data collection
A step-by-step UX survey checklist covering question design, pilot testing, distribution, data cleaning, analysis, and reporting.
Tree testing checklist: before, during, and after your study
Step-by-step checklist for setting up tree tests, running studies, analyzing findability results, and recommending navigation changes.
Card sorting checklist: before, during, and after the study
A practical checklist for card sorting studies — from selecting cards and recruiting participants to analyzing dendrograms and validating with tree testing.
Concept testing checklist: before, during, and after the test
A practical checklist for concept testing — from defining success criteria and creating stimuli to analyzing results and making go/no-go decisions.
Contextual inquiry checklist: before, during, and after field sessions
A ready-to-use checklist for contextual inquiry studies. Covers preparation, observation protocol, probing, artifact capture, collaborative interpretation, and analysis.
Diary study checklist: before, during, and after the study
A practical checklist for running a diary study from start to finish — preparation, daily moderation, analysis, and reporting in 29 actionable items.
Ethnography checklist: before, during, and after fieldwork
A practical checklist for ethnographic field studies — preparation, field observation, documentation, analysis, and synthesis of findings.
Focus group checklist: before, during, and after the session
A practical checklist for running focus groups — from recruitment and discussion guide planning through moderation to post-session analysis.
In-depth interview checklist: before, during, and after each session
A ready-to-use checklist for in-depth interview studies. Covers research planning, recruitment, discussion guide preparation, session execution, debriefing, and analysis.
Journey mapping checklist: before, during, and after the workshop
A practical checklist for creating journey maps — from research synthesis and scope definition through collaborative mapping to action planning.
JTBD Canvas Workshop checklist: preparation, discovery, and activation phases
A 23-item checklist for running a JTBD Canvas Workshop — covering framing, interviews, element extraction, and team activation.
JTBD Switch Interview checklist: before, during, and after the switching story
A 32-item checklist for Moesta's Switch Interview method — recruitment of hirers and firers, four forces mapping, and synthesis.
Mental model mapping checklist: before, during, and after research
A practical checklist for mental model mapping — from defining the domain and recruiting participants to building the diagram and presenting findings.
Outcome-Driven Innovation checklist: preparation, qualitative, quantitative, and strategy phases
A 25-item checklist for running an ODI project — covering job definition, outcome interviews, survey fielding, scoring, and strategy formulation.
Participatory design checklist: before, during, and after the workshop
A practical checklist for running participatory design workshops — from recruitment and activity design through co-creation to synthesis and follow-up.
Persona building checklist: before, during, and after creation
A practical checklist for building user personas — from research review through behavioral clustering and team validation to ongoing updates.
Service blueprint checklist: before, during, and after the workshop
A practical checklist for service blueprinting — preparation, workshop facilitation, validation, and action planning in 28 steps.
Stakeholder interview checklist: before, during, and after each conversation
A 23-item checklist covering preparation, interview conduct, synthesis, and stakeholder communication for UX stakeholder interviews.
Moderated usability testing checklist: before, during, and after the test
A practical checklist for moderated usability testing — from writing task scenarios and recruiting participants to analyzing findings and creating a highlight reel.
Unmoderated usability testing checklist: before, during, and after the study
A practical checklist for unmoderated usability testing — from writing tasks and configuring the tool to cleaning data and generating the report.