Template · 2026

The UX Research Plan Kit

Plan a quarter of continuous discovery: a research roadmap, a one-page study plan, a method picker and 40 interview questions.

What's inside: a quarterly research roadmap, a one-page study plan, a method picker, 40 interview questions with the ones to avoid, screener starters, a methodology one-pager and a sprint review share-out
Who it's for: UX researchers, product researchers and PMs who run discovery every sprint
Why now: most research plans cover one study. This one plans the quarter, so each round builds on the last

Get the kit

Four quick fields and the kit is yours.

From the quarterly research roadmap:

Product question	Answer by	Repeats?	What we already know
Why do trial users stall during setup?	Sprint 3	Yes, monthly	Last round: users skip the import step
Which of two navigation patterns fits how people work?	Sprint 5	No	Nothing yet

From the method picker:

Your question	Method	Run it with
Why do people behave this way?	Interviews with adaptive probing	AI-moderated or human
Where do people get stuck in a flow?	Screen-shared interviews	AI-moderated or human
How do people react to a prototype or concept?	Stimulus interviews, order randomized	AI-moderated or human
Do the reasons hold across markets or segments?	Parallel interview rounds	AI-moderated or human
Has the experience changed since the last release?	A repeating round on the same core guide	AI-moderated or human

From the Discovery question set:

Stage	#	Question
Context	1	Walk me through the last time you did this.
	2	What were you trying to get done?
	3	What did you use to do it?

Avoid	Ask instead
"Would you switch to a tool that did this?"	"Walk me through the last time you needed this."

The full kit includes the blank templates, all four question sets and the methodology one-pager.

Automate interviews, scale insights, and lead your organization into the next era of research.