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checklist: Planning a User Study

UX Research · Study preparation

version 1.0

Study objectives & hypotheses

What should the study answer? Exploratory or hypothesis-testing?

e.g. UX measure X leads to shorter processing time

e.g. success rate, efficiency, satisfaction

Study design & procedure

Design choice based on the objectives

Clear, measurable, without suggestion

Welcome, instruction, tasks, follow-up questioning

e.g. remote setup or laboratory environment

Declaration of consent, information, data minimization

Sampling & Recruitment

e.g. experience, context of use, demographic characteristics

e.g. 5-8 persons for qualitative tests

e.g. customer list, online panel, internal mailing list

e.g. voucher, expense allowance, internal letter of thanks

Instruments & Technology

Welcome, instructions, observation notes

e.g. System Usability Scale (SUS), UEQ

Test run with colleague or pilot person

e.g. for later analysis or stakeholder review

last modified: 8 November 2025