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