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User Research Planning Meeting Agenda Template

User Research Planning Meeting Agenda Template

Conduct a user research planning meeting to understand your users better, improve the UX of the product and increase conversions.

🧩 Background

Explain what you need to explore. What has been done previously? And What is the purpose of this research?

  • What to explore or validate

  • What has been done?

  • Purpose

🎯 Business Objectives

Determine the objectives your team needs to accomplish. What decision needs to be after this research?

  • Objective 1

  • Objective 2

🧰 Research Methods

Explain what kind of research methods you’re going to adopt.

  • Method 1

  • Method 2

  • ...

🔎 Research Scope & Focus Areas

List the topics of questions you’re going to cover. What are the main aspects you want to investigate? What is your primary user scenarios?

Question theme

  • Topic 1

  • Topic 2

  • ...

Primary user scenarios

👥 Research Participant Profiles

List your user segments, how you will recruit the participants, and how you will include screener.

User segment

  • A

  • B

How to recruit participants

Screener

  • Link to a screener

About this template:

User research pivots around gaining an insight into your users’ needs, attitudes, and pain points. First, get everybody clear on the purpose of this research and what needs to explore.

Determine the objectives your team needs to accomplish. Then, list the topics of questions you’re going to cover. Discuss the main aspects you want to investigate and the primary user scenarios. Last but not least, tell us your user segments, how you will recruit the participants, and how you will include the screener.

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