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Strategies and tactics for integrating UX Research into Standard Work Process

Published 2 days ago

The strategy focuses on weaving UX research into the routine workflow of a company. Initially, it emphasizes defining appropriate methods and metrics. This begins with a brainstorming session involving key stakeholders to pinpoint UX issues. For example, a product might have navigation challenges identified by users. Following this, various UX research methods are explored and prioritized. Critical metrics that align with product goals are determined, such as user retention rates. Assigning team members to specific research methods ensures accountability, while creating a timeline for implementation and updating progress continuously aids in tracking success.

The strategy also advises establishing weekly team meetings. These meetings are made regular by setting calendar invites and having a standard agenda. To maintain engagement, meeting facilitators rotate, and discussions revolve around recent UX findings. For example, insights from a usability test could highlight a particular user pain point. Inviting guest speakers brings diverse perspectives. Summarizing meeting takeaways and distributing them ensures all stakeholders are in the loop.

Lastly, the strategy involves developing a long-term UX research plan. This plan might span six months and involve input from cross-functional teams. Diverse test users are recruited to provide feedback, which is then incorporated into the ongoing research plan. It's crucial to define roles and responsibilities clearly and create a roadmap with key milestones. Regular reviews of the plan help adjust it to changing needs, and communication ensures the entire organization is aligned.

The strategies

⛳️ Strategy 1: Define relevant methods and metrics

  • Organise a brainstorming session with key stakeholders
  • Identify the most pressing UX issues within the product
  • Research various UX research methods suitable for the product
  • Prioritise the top research methods to be implemented
  • Determine key metrics that align with product goals
  • Assign team members to each selected research method
  • Create a timeline for implementation of chosen methods
  • Develop a plan to track and measure defined metrics
  • Schedule regular check-ins to assess progress
  • Document findings and share with the team

⛳️ Strategy 2: Establish weekly team meetings

  • Set a recurring calendar invite for all relevant team members
  • Create a standard agenda for each meeting to ensure focus
  • Rotate meeting facilitators to encourage diverse input
  • Review and discuss recent UX research findings
  • Identify potential adjustments to current UX strategy
  • Invite guest speakers or experts to share insights
  • Allocate time for Q&A and open discussion
  • Summarise key takeaways and action items from each meeting
  • Distribute meeting minutes to all stakeholders
  • Plan future meeting topics based on team feedback

⛳️ Strategy 3: Develop long-term UX research strategy

  • Draft an outline for a six-month UX research plan
  • Gather input from cross-functional teams for alignment
  • Identify and recruit ten users for diverse testing
  • Schedule user testing sessions and gather feedback
  • Incorporate user feedback into the research plan
  • Establish a process for analysing and interpreting test results
  • Define roles and responsibilities for executing the plan
  • Create a roadmap with key milestones and deadlines
  • Regularly review and adjust the plan as needed
  • Communicate the strategy and updates to the entire organisation

Bringing accountability to your strategy

It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.

That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.

Tability Insights Dashboard

Give it a try and see how it can help you bring accountability to your strategy.

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