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It covers study overview details, research goals with background and research questions, method and approach choices, participant criteria including qualifying and disqualifying rules, timeline and roles responsibilities, and success criteria for evaluating outcomes. 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Use this template to define goals, align stakeholders, and set your study up for success before the first session.  \nTI P  \nYou can either run this template session-by-session and bring recordings within Looppanel OR paste this as a discussion guide within your study on Looppanel directly, which will be automatically used to auto-transcribe, tag themes with AI, and find patterns across participants.  \nThis PDF is editable. Click any shaded field to type into it—the highlighted placeholders are yours to rewrite. Prefer pen and paper? Print it and write on the lines.  \nWHAT ' S INSIDE  \n\n| 01 | Study overview | Page 2 |\n| --- | --- | --- |\n| 02 | Research goals | Page 3 |\n| 03 | Method & approach | Page 5 |\n| 04 | Participant criteria | Page 6 |\n| 05 | Timeline & roles | Page 7 |\n| 06 | Success criteria | Page 9 |\n\n01  \nSECTION 1 — STUDY OVERVIEW  \nFill this in before sharing with stakeholders.  \nStudy Name  \ne.g. Onboarding Discovery Q3  \nResearcher  \nStakeholders  \nList everyone who needs to be aligned  \nDate Created  \nFieldwork Dates  \ne.g. 12 Aug—20 Aug 2025  \nReport Due  \n02  \nSECTION 2 — RESEARCH GOALS  \nWhat are you trying to learn, and why does it matter now?  \nBackground (what prompted this research):  \nPrimary research goal:  \ne.g. Understand why users abandon the onboarding flow before completing setup.  \n\n| Research questions: |\n| --- |\n| Q1: |\n\nQ2:  \n 02  SECTION 2 — RESEARCH GOALS cont.  \nQ3:  \n03  \nSECTION 3 — METHOD & APPROACH  \nWhich method best fits the question and the timeline?  \nResearch Method  \ne.g. Moderated user interviews  \nSession Format  \ne.g. Remote via Zoom / In-person  \nSession Length  \ne.g. 45 to 60 minutes  \nNumber of Sessions  \ne.g. 8 participants across 2 segments  \nRecording Yes No  \nWhy this method:  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n|  |\n\n04  \nSECTION 4 — PARTICIPANT CRITERIA  \nWho are you recruiting, and how will you qualify them?  \nTarget participant profile:  \ne.g. B2B SaaS users in a project management role, 1+ year of experience with the product  \nQualifying criteria:  \nDisqualifying criteria:  \ne.g. Employees of competitor companies, internal team members  \nRecruitment Channel  \ne.g. Customer list, [Respondent.io](Respondent.io), internal  \npanel  \nScreener Required? Yes No  \nIncentive  \ne.g. $75 Amazon gift card  \n  UX RESEARCH PLAN TEMPLATE 06  \n05  \nSECTION 5 —TIMELINE & ROLES  \nWho is responsible for what, and when?  \nScreener live by  \nRecruiting complete by  \nPilot session  \nFieldwork window  \nSynthesis complete by  \nReport shared by  \nTeam roles:  \nInterviewer:  \n\n| Note-taker / Observer: |\n| --- |\n| Recruiting lead: |\n\n 05  SECTION 5 —TIMELINE & ROLES cont.  \nStakeholder reviewer:  \n06  \nSECTION 6 — SUCCESS CRITERIA  \nWhat does a successful outcome look like for this study?  \nThe study will be successful if:  \ne.g. We can answer all three research questions with evidence from at least 5 participants per segment.  \nHow findings will be shared:  \ne.g. Research report + 30-min readout with product and design team  \nDecision this research will inform:  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n\nThe plan is set.  \nNow skip the grunt work.  \nBring your sessions into Looppanel to auto-transcribe them, tag themes with AI, and find patterns across participants—in minutes, not weekends.  \nTry Looppanel free","cbCaijL81emfbkj1","https://ap.wps.com/l/cbCaijL81emfbkj1","pdf",280146,10,"English","# Study overview\n## Research goals\n## Method & approach\n## Participant criteria\n## Timeline & roles\n## Success criteria","[{\"question\":\"What information should be completed first in the UX research plan?\",\"answer\":\"Start with the Study Overview section, including study name, researcher, stakeholders, date created, fieldwork dates, and report due.\"},{\"question\":\"How does the template guide defining research goals?\",\"answer\":\"It prompts you to explain the background, state the primary research goal, and write research questions (Q1–Q3) that describe what you need to learn and why it matters now.\"},{\"question\":\"How can Looppanel be used with this plan?\",\"answer\":\"You can run the template session-by-session and bring recordings into Looppanel, or paste it as a discussion guide. Looppanel then auto-transcribes sessions, tags themes with AI, and helps find patterns across participants.\"}]","UX Research Plan Template - Editable PDF | PDF",1790099088]