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Research Study Plan Template

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Plan a study before running it.

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Create a research plan. Product area and context: [CONTEXT]. Decision this research will inform: [DECISION]. Constraints (time, budget, access): [CONSTRAINTS].

Provide a plan: background, research questions (maximum five), method selection with reasoning, participants and sample, tasks or guide outline, materials, timeline, roles, analysis approach, outputs, and how findings will be shared. Include a section on assumptions and risks, ethical considerations, and a checklist for stakeholders to review. Fill it using my input and mark gaps [TO_CONFIRM].

Add a one-page version of the plan for stakeholders, a risk table with mitigation for common study risks such as no-shows, and a list of review questions to confirm that the method matches the question. Include a note on how to decide when to stop research and move to design or delivery.

Also add a one-paragraph template for describing the sample and its limits honestly, so that readers know how far the findings can be generalised. Include a sign-off line for the decision-maker, who confirms that the research will be used.

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

See an example result (fictional data)
Context: checkout redesign. Decision: ship or revise the new payment step.
Questions: 1) Can users complete payment unaided? 2) Where do they hesitate?
Method: moderated usability test, 6 participants, 30 minutes.
Sample: online shoppers, 3 on mobile, 3 on desktop.
Tasks: find an item, pay with a card, change the address.
Timeline: recruit week 1, sessions week 2, analysis week 3.
Roles: lead, note-taker.
Outputs: findings list with severity; recommendations.
Risks: no-shows (recruit 8). Ethics: consent and recording rules.
Stakeholder review: product lead and designer confirm the questions before recruiting starts; findings shared in a 30-minute readout.

Illustrative only, made-up data. Your results will differ and must be reviewed.

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