methodatlas
Playbook

Plan and Evaluate UX Research

Move from unclear research questions to reliable qualitative insights and next decisions.

Steps4 methods
Time1-3 weeks
FormatHybrid
Outcome

A research summary with research question, interview or observation data, clusters, insights, and next learning steps.

At the end you have

Research FrameInterview NotesTheme ClustersPersona Profiles

Decision point

You can decide which user needs and problems are relevant for the next product decision.

Next step

Review insights with stakeholders and derive next product decisions, tests, or research questions.

Ideal for

  • Early product and service questions
  • Discovery with user contact
  • Teams without clear problem understanding

Not good for

  • Purely quantitative market validation
  • already decided implementation without learning needs
Preparation

What should be clear before you start

Roles

  • UX research or design
  • Product owners
  • Team members with customer or domain knowledge

Inputs

  • research question or product uncertainty
  • target group hypothesis
  • access to users or equivalent evidence

Setup

  • Bound the research scope
  • Prepare interview or observation guide
  • Define analysis format in advance
Flow

Method path

4 methods
  1. 1FacilitationResearch Frame

    Problem Framing Workshop

    Which concrete problem for which people in which context is evidenced, meaningfully bounded, and open to several solutions?

    Why this step?

    The research frame ensures the investigation targets a real decision or learning question.

    The scope then determines who is interviewed and which contexts are observed.

    Paper illustration for Problem Framing Workshop.
  2. 2UX ResearchInterview Notes

    User Interviews

    Which experiences, needs and motivations shape this situation, and what do we still need to learn?

    Why this step?

    User interviews provide qualitative evidence from real situations instead of assumptions about behavior.

    Raw notes are then condensed into patterns and themes.

    Paper illustration of two people facing each other, speech bubbles and an open interview notebook.
  3. 3UX ResearchTheme Clusters

    Affinity Diagramming

    What patterns emerge from individual notes, which outliers matter, and what question follows?

    Why this step?

    Affinity Diagramming groups observations into patterns while preserving the evidence base.

    The patterns can then be consolidated into work models for target groups or usage profiles.

    Affinity Diagramming
  4. 4UX ResearchPersona Profiles

    Personas

    Which recurring needs and behaviors must decisions account for, and who is not represented by the current evidence?

    Why this step?

    Personas bring recurring needs, goals, and contexts together as a practical product working model.

    Personas are then linked to decisions, assumptions, or additional research questions.

    Paper illustration of two user profile cards with a goal, behavior evidence, and an open research question.
Completion criteria
Templates

Artifacts for this playbook

Artifacts stay collapsed until you actually need them.

MarkdownShow template

Problem Framing Workshop: Worksheet

Set subject, evidence, roles, flow, and review.

# Problem Framing Workshop: Worksheet

## Question
To be confirmed

## Desired outcome
To be confirmed

## Scope
Complete run
Time: 90–150 minutes with evidence collected beforehand.

Complete this worksheet on paper or in your own document during the work.

## Preparation for this scope

### Method setup
- **Materials:** Research and operations evidence, stakeholder and context map, assumption log, problem frame, and How Might We question
- **Roles:** Facilitator · problem owner · affected/customer perspective · domain and delivery perspectives · decision owner
- **Advance information:** Gather the decision trigger, available evidence, and hard constraints; park solution ideas initially.
- **Overall time needed:** 90–150 minutes with evidence collected beforehand.
- **Setup:** Prepare a workspace with Evidence · Actors · Impact · Boundary · Question; separate example from live data.

### Prepare for the work steps

#### Evidence: Evidence view
- Gather the decision trigger, available evidence, and hard constraints; park solution ideas initially.
- Research and operations evidence, stakeholder and context map, assumption log, problem frame, and How Might We question

#### Actors: Actor context
- Evidence view

#### Impact: Problem core
- Actor context

#### Boundary: Scope
- Problem core

#### Question: Working question
- Scope


## Problem Framing Workshop · working structure

### Evidence view
Gather observations, data, and quotes; separate facts, interpretations, and solutions.

...

### Actor context
Describe affected people, context, desired progress, and current obstacles concretely.

...

### Problem core
State undesired outcome, significance, and observable impact without presuming cause or solution.

...

### Scope
Negotiate in-scope, out-of-scope, constraints, assumptions, and knowledge gaps.

...

### Working question
Translate the frame into an open How Might We question and test evidence, solution openness, and agency.

...

The blank worksheet contains prompts only.

[Reference · original teaching example](https://www.designcouncil.org.uk/our-resources/the-double-diamond/)


## Evidence: Evidence view
Expected artifact: Evidence view

Gather observations, data, and quotes; separate facts, interpretations, and solutions.

Entry:

...

- [ ] Can every finding be traced to a source or case?

## Actors: Actor context
Expected artifact: Actor context

Describe affected people, context, desired progress, and current obstacles concretely.

Entry:

...

- [ ] Is a concrete group in a situation named rather than a market segment?

## Impact: Problem core
Expected artifact: Problem core

State undesired outcome, significance, and observable impact without presuming cause or solution.

Entry:

...

- [ ] Does it describe outcome and impact rather than a symptom label or solution wish?

## Boundary: Scope
Expected artifact: Scope

Negotiate in-scope, out-of-scope, constraints, assumptions, and knowledge gaps.

Entry:

...

- [ ] Are boundary and exclusions relevant and traceable?

## Question: Working question
Expected artifact: Working question

Translate the frame into an open How Might We question and test evidence, solution openness, and agency.

Entry:

...

- [ ] Does it permit several paths while staying with the evidenced need?

## Open questions and next steps

...

Method guide: https://methodatlas.meierhoff-systems.de/en/methods/problem-framing-workshop/run-sheet