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3 | Learning stage | Capable stage | Thriving stage | Guiding stage | Leading stage | ||||||||||||||||||||
4 | Strategy: Planning and Structuring User Research | ||||||||||||||||||||||||
5 | Deeply understanding the needs of your team and stakeholders | ||||||||||||||||||||||||
6 | Setting clear, measurable goals for each research initiative | ||||||||||||||||||||||||
7 | Assessing competitors’ research strategies and integrating insights into your own work | ||||||||||||||||||||||||
8 | Ensuring ethical practices are at the core of research planning, including user privacy, data protection, and inclusivity | ||||||||||||||||||||||||
9 | Selecting the most appropriate qualitative and quantitative methods for research goals | ||||||||||||||||||||||||
10 | Developing strategies to recruit representative and diverse participants | ||||||||||||||||||||||||
11 | Creating timelines that include key research milestones and stakeholder engagement points | ||||||||||||||||||||||||
12 | Creating a rolling research program that enables user research to be conducted on a continuous basis | ||||||||||||||||||||||||
13 | Execution: Approaching and Conducting User Research | ||||||||||||||||||||||||
14 | Conducting 1x1 user interviews to extract deep insights | ||||||||||||||||||||||||
15 | Diary studies: Tracking user behavior over time to understand habits and needs | ||||||||||||||||||||||||
16 | Card sorting: Understanding how users categorize information | ||||||||||||||||||||||||
17 | Concept testing: Evaluating users’ reactions to early-stage ideas or prototype | ||||||||||||||||||||||||
18 | Surveys: Designing and deploying large-scale surveys to gather quantitative data. | ||||||||||||||||||||||||
19 | Usability metrics (e.g., SUS, UMUX, SEQ: Measuring usability and satisfaction through standardized metrics | ||||||||||||||||||||||||
20 | Benchmarking studies: Measuring performance against industry or historical benchmarks | ||||||||||||||||||||||||
21 | Mixed methods: Combining qualitative and quantitative data for richer insights | ||||||||||||||||||||||||
22 | Interviewing techniques: Mastering the art of asking non-leading questions and probing for deeper insights | ||||||||||||||||||||||||
23 | Data cleaning: Ensuring data quality by removing inconsistencies and noise from datasets | ||||||||||||||||||||||||
24 | Thematic analysis: Identifying recurring themes across qualitative data sets | ||||||||||||||||||||||||
25 | Experience sampling: Gathering data at specific moments in a user’s experience to understand context and emotion | ||||||||||||||||||||||||
26 | Low-fidelity prototyping: Testing low-cost prototypes to understand initial concepts | ||||||||||||||||||||||||
27 | High-fidelity prototyping: Testing more polished prototypes for specific interactions | ||||||||||||||||||||||||
28 | Remote usability testing: Conducting usability tests with participants who are not in the same location | ||||||||||||||||||||||||
29 | Moderated vs. unmoderated testing: Choosing between facilitated sessions and self-guided tests | ||||||||||||||||||||||||
30 | Task-based usability testing: Focusing on how users complete key tasks | ||||||||||||||||||||||||
31 | Heuristic evaluation: Assessing designs based on established usability principles | ||||||||||||||||||||||||
32 | Heatmaps & click maps: Visualizing where users interact most on a page, helping to optimize layout and design | ||||||||||||||||||||||||
33 | Behavioral analytics: Using tools like Google Analytics, Hotjar, or Mixpanel to track user behavior across digital platforms | ||||||||||||||||||||||||
34 | Sequential exploratory design: Using qualitative research first and then conducting quantitative studies to explain patterns found in the data | ||||||||||||||||||||||||
35 | Triangulation: Combining multiple research methods to cross-validate findings and ensure more robust conclusions | ||||||||||||||||||||||||
36 | Tree testing: Evaluating the effectiveness of a site’s navigation by asking users to locate specific information without visual cues | ||||||||||||||||||||||||
37 | First-click testing: Evaluating the effectiveness of a user’s first interaction with a design to assess how intuitive it is | ||||||||||||||||||||||||
38 | Content testing: Evaluating the effectiveness of copy, images, and other content by assessing how users interpret and react to it | ||||||||||||||||||||||||
39 | Assessing and choosing the best tools for your organization and team's needs | ||||||||||||||||||||||||
40 | Activation: Communicating and Acting on Research | ||||||||||||||||||||||||
41 | Creating compelling visuals (e.g., charts, graphs, journey maps) that convey research findings. | ||||||||||||||||||||||||
42 | Telling engaging stories that connect data to user needs and business outcomes | ||||||||||||||||||||||||
43 | Creating concise reports for leadership that highlight key takeaways. | ||||||||||||||||||||||||
44 | Leading workshops to present findings and drive collaborative problem-solving | ||||||||||||||||||||||||
45 | Documenting research impact through detailed case studies that illustrate outcomes and improvements | ||||||||||||||||||||||||
46 | Engaging stakeholders early to ensure their support for research initiatives | ||||||||||||||||||||||||
47 | Tailoring communication to different audiences (e.g., designers, engineers, product managers) | ||||||||||||||||||||||||
48 | Championing user research within the organization and ensuring it is valued at all levels | ||||||||||||||||||||||||
49 | Promoting the benefits of user research across departments to increase participation and interest | ||||||||||||||||||||||||
50 | Actively involving stakeholders early and throughout the research process to ensure alignment with their goals and to build buy-in. | ||||||||||||||||||||||||
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52 | Blank = you haven't engaged with or are unfamiliar with this skill | ||||||||||||||||||||||||
53 | Learning stage = you are still in the process of understanding this skill and how to apply it to your work | ||||||||||||||||||||||||
54 | Capable stage = you have applied this skill several times to your work and feel comfortable doing the skill alone | ||||||||||||||||||||||||
55 | Thiriving stage = you have mastered the skill | ||||||||||||||||||||||||
56 | Guiding stage = you have mastered the skill and can help others develop the skill | ||||||||||||||||||||||||
57 | Leading stage = you have mastered the skill and can confidently teach the skill to others | ||||||||||||||||||||||||
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