User Research Toolkit

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Be accountable for partnering with product and other stakeholders to translate UX learnings into insights that inform and generate business impacts in areas as product design, development, marketing, or Business Strategy.

More Uses of the User Research Toolkit:

  • Develop and secure approval for an annual Market Research plan in collaboration with marketing and business leaders to generate strategic insights.

  • Supervise: design, plan, conduct, synthesize,and communicate User Research projects to inform design decisions using appropriate qualitative and quantitative research methods.

  • Lead working in multidisciplinary team and working with Product Managers, Content Designers, Interaction Designers.

  • Control: conduct generative research to identify new opportunities and add clarity to the problem space, maximizing the impact of the work of the product and design teams.

  • Lead: partner with the account team (client partners, research) to strategize and execute account plans, success plans, and research delivery.

  • Ensure you know how to conduct professional quality survey research and can collaborate with other researchers on mixed methods projects.

  • Collaborate with partners to understand the impact of User Research on product strategy and measure effectiveness of product features.

  • Communicate User Research findings and insights to cross functional partners and leadership in a concise and compelling manner.

  • Be certain that your corporation complies; cross functional work work with product and engineering on scoping, task management, implementation, and follow up after launch.

  • Help develop approaches and tools to support cross disciplinary collaboration, integrating capabilities, views and methods to maximize the impact of people insights.

  • Ensure you foster; extend your reach by working with colleagues in other disciplines to plan, conduct, and draw insights from research activities.

  • Be Forward Thinking and proactively suggest ways to refine User Research coordination practices for greater efficiency and meets high compliance standards.

  • Drive: proactively own and manage a portfolio of accounts, becoming customers trusted advisor by understanding key initiatives, Internal Processes, and desired outcomes.

  • Be accountable for developing user personas and scenarios to clarify results of User Research and focus the teams design efforts on the needs of key users.

  • Pull from a broad portfolio of research techniques from generative to evaluative to inform product and design decisions throughout the entire product cycle.

  • Contribute to all stages of the design process from User Research to creating User Stories and wireframes and shipping the product, and regularly give and receive feedback on design iterations.

  • Develop product vision, strategy, market/User Research, by keeping the customer at the center of everything you do while using Design Thinking Tools.

  • Ensure your corporation complies; teams up with User Researchers and other Designers to maintain consistency across the digital ecosystem and solve cross Application Design challenges.

  • Steer: conduct User Research at all stages from discovery to validation, using a variety of methods to understand your customers and relationship to your products.

  • Be accountable for partnering with cross functional team to conduct deep end User Research for different segments (user roles, markets, practice types, etc).

  • Supervise: work closely with Product Managers, designers, architects and suppliers to turn User Research findings into stories and actions that lead to valuable product and service features.

  • Be accountable for collaborating with the accessibility team and external partners to create tools and resources relevant for running User Research.

  • Synthesize findings from customer data and evaluations to suggest improvements to the product, and/or suggest ways to capitalize on Design Patterns that delight your customers.

  • Provide periodic reports on progress towards the achievement of all program goals and the effectiveness and ROI of research/insights activities.

  • Ensure you clearly and concisely communicate ideas, perspectives, User Research, design problems, and design solutions in a diplomatic and persuasive manner.

  • Oversee: share findings with designers, engineers, Product Managers, and others in a consistent and accessible way to create a smarter, more informed and more empathetic product team.

  • Triangulate problems and assess solutions in partnership with User Research, product design, Product Management and Business Intelligence teams.

  • Govern: work closely with User Researchers, marketing managers and Product Managers to understand key User Needs, set ease of use goals and meet the same.

  • Formulate: work closely with the design operations group to ensure that standard practices, processes, and systems are being used across assigned organization.

  • Ensure you are able to establish rapport with a wide variety of colleagues and are an eager advocate of User Research, Product Design and Content.


Save time, empower your teams and effectively upgrade your processes with access to this practical User Research Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any User Research related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated User Research specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the User Research Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which User Research improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you deal with User Research changes?

  2. Is the solution cost-effective?

  3. Is there a work around that you can use?

  4. Explorations of the frontiers of User Research will help you build influence, improve User Research, optimize Decision Making, and sustain change, what is your approach?

  5. What disadvantage does this cause for the user?

  6. What is the oversight process?

  7. Can you measure the return on analysis?

  8. What are the estimated costs of proposed changes?

  9. What qualifies as competition?

  10. Who will provide the final approval of User Research deliverables?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the User Research book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your User Research self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the User Research Self-Assessment and Scorecard you will develop a clear picture of which User Research areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough User Research Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage User Research projects with the 62 implementation resources:

  • 62 step-by-step User Research Project Management Form Templates covering over 1500 User Research project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all User Research project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the User Research project team have enough people to execute the User Research project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed User Research project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete User Research Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 User Research project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 User Research project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any User Research project with this in-depth User Research Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose User Research projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in User Research and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make User Research investments work better.

This User Research All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.