INDEXResearch for the experience
behind the product
Study outlines

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.

An adult using a tablet in the context of an ordinary home
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.
Explore the approach
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.

Two adults in a research conversation, with a notebook on the table
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.
Explore the approach
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.

Research preparation materials, a notebook and a recorder on a desk
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.
Explore the approach

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

A question worth
spending time with.

Prepare a research brief