Study outlinesThree ways
Three ways
a study can begin.
The question, the activity and the handover should fit one another. These outlines show how different product questions shape the work.
A study outline
A product’s first task
A team wants to understand how a person moves from an initial screen to a meaningful first action.

- Question
- Can a person understand what to do, find the relevant path and complete the agreed first task?
- Preparation
- A testable onboarding path, a realistic starting point, task wording and participant criteria.
- Activity
- Moderated attempts at the task, observation of the sequence and follow-up questions.
- Handover
- Annotated usability issues, supporting observations and discussion of the next iteration.
A study outline
A repeated household routine
A team wants to understand the circumstances around an activity that happens in different ways across the week.

- Question
- What changes around the routine, and how do people describe those changes?
- Preparation
- A bounded activity, practical participant prompts and agreed follow-up arrangements.
- Activity
- Diary contributions close to the activity, followed by conversations to clarify the material.
- Handover
- Contextual patterns, differences, limitations and questions for further investigation.
A study outline
An idea before the build
A team has several early proposals and needs to understand how the intended audience makes sense of them.

- Question
- What do people understand, find relevant or need explained in each proposal?
- Preparation
- Proposals presented with comparable detail, agreed questions and a planned order of discussion.
- Activity
- Structured concept conversations that distinguish reactions from evidence of use.
- Handover
- Themes, supporting reactions and implications for the next prototype.
The brief gives
the outline its detail.
Participant criteria, materials, access and timing are specific to the project. The outline is a starting structure for that conversation, not a substitute for agreeing the study.
Prepare a project