UX Research Methodology Selector

Find the methodology for your project based on its phase, the data you need, your resources and your participants

Filters

Each product phase comes with its own research goal (Rohrer, NN/g, 2022)

Behavioral (what they do) vs. attitudinal (what they say)

UXR's judgement: the time and resources each method takes

Whether you must recruit, or a live product or documents are enough

Methods with no participant session do not appear here

A questionnaire that goes with a test takes the test's format

Methodologies found (36)

36 total3 phases3 levels

Analysis: Task Analysis

qualitative

Understand steps and decisions users make to complete a task.

StrategizeDesignIntermediateRemoteIn personUX Researcher+2 more

Behavioral analysis: Analytics and heat maps

quantitative

Automatic collection of real-time navigation data to observe clicks, scrolls, and interaction paths.

Launch and assessIntermediateUX Engineer+3 more4 use cases

Behavioral analysis: Eye Tracking

quantitative

Measure where users fix their visual attention and scanning patterns.

DesignLaunch and assessAdvancedIn personUX Researcher+3 more

Behavioral analysis: Funnel Analysis

quantitative

Study of user behavior through key steps in a process (registration, payment, etc.) to detect drop-offs.

Launch and assessIntermediateData Analyst+3 more4 use cases

Behavioral analysis: Microinteractions and expressions

qualitativequantitative

Use of recordings or AI to analyze facial expressions, pauses, or click patterns in sensitive or complex interactions.

DesignAdvancedRemoteUX Researcher+3 more4 use cases

Co-creation: Participatory design

qualitative

Involve users directly in the design process as co-creators.

StrategizeAdvancedIn personService Designer+3 more

Co-creation: Photovoice

qualitative

Participants are given a camera, photograph their own reality over a period of time, and then discuss as a group what those photos show and which ones to take to the people who decide.

StrategizeIntermediateRemoteIn personUX Researcher+2 more4 use cases

Desk Research: Competitive analysis

qualitativequantitative

Understand trends, expectations, and competitive practices.

StrategizeDesignBeginnerUX Researcher+3 more

Desk Research: Document and content analysis

qualitativequantitative

Systematically analyse material that already exists and that nobody produced for your study: support tickets, reviews, forum threads, transcripts and internal documents.

StrategizeBeginnerUX Researcher+2 more4 use cases

Desk Research: Literature review

qualitativequantitative

Collect existing information and background on a topic, users, or market.

StrategizeBeginnerUX Researcher+2 more

Experimentation: A/B Testing

quantitative

Experimental methodology for comparing design versions through controlled testing and rapid validation of specific changes.

Launch and assessAdvancedGrowth Hacker+4 more

Expert evaluation: Cognitive Walkthrough

qualitative

Evaluate learning ease of an interface for new users.

DesignIntermediateUX Researcher+2 more

Expert evaluation: Heuristic analysis

qualitative

Identify usability problems based on recognized heuristics.

DesignLaunch and assessIntermediateUX Designer+3 more

Information architecture: Card Sorting

qualitativequantitative

Method for understanding how users group information, helping to define or validate an information architecture.

DesignBeginnerRemoteIn personUX Researcher+2 more3 use cases

Information architecture: Tree Testing

quantitative

Evaluate if users can find information in an already defined structure (such as a menu or map).

DesignBeginnerRemoteUX Designer+1 more3 use cases

Interview: Contextual

qualitative

Interviews conducted while the user interacts with their real environment.

StrategizeBeginnerIn personUX Researcher+2 more5 use cases

Interview: Focus groups

qualitative

Moderated sessions with multiple users simultaneously to collect collective perceptions on a topic.

StrategizeBeginnerRemoteIn personUX Researcher+2 more2 use cases

Interview: In-depth

qualitative

Individual conversations with users to explore their motivations, needs, and opinions in detail.

StrategizeBeginnerRemoteIn personUX Researcher+2 more3 use cases

Interview: Projective techniques

qualitative

Qualitative techniques where users express subconscious perceptions through linguistic or visual associations.

StrategizeAdvancedRemoteIn personUX Researcher+1 more3 use cases

Interview: Stakeholders

qualitative

Understand business objectives, project constraints, and internal expectations.

StrategizeBeginnerRemoteIn personUX Designer+3 more

Longitudinal study: Cultural probes

qualitative

A kit of purpose-made materials — postcards with open questions, a camera, maps, a diary — that people take away, use over a few weeks, and send back.

StrategizeIntermediateRemoteIn personUX Researcher+2 more4 use cases

Longitudinal study: Diaries

qualitative

Understand usage, habits, and evolution of product experience over time.

StrategizeIntermediateRemoteIn personUX Researcher+2 more

Observation: Ethnography

qualitative

Direct observation of users in their natural context to understand real behaviors.

StrategizeBeginnerIn personUX Researcher+2 more5 use cases

Observation: Shadowing

qualitative

Following the user during their journey without intervening.

StrategizeBeginnerIn personUX Researcher+2 more4 use cases

Survey: Contextual in-app feedback

qualitativequantitative

Request feedback right at the moment of use, within the app or website, to obtain timely and specific opinions.

Launch and assessIntermediateRemoteProduct Manager+3 more4 use cases

Survey: General

quantitative

Collect quantitative information (opinions, attitudes, characteristics, behaviors).

StrategizeLaunch and assessBeginnerRemoteUX Researcher+3 more

Survey: NPS (Net Promoter Score)

quantitative

The Net Promoter Score (NPS) is a single-question survey that measures the stated likelihood that someone would recommend a company, product or service.

Launch and assessBeginnerRemoteUX Researcher+1 more5 use cases

Survey: Perception and desirability

qualitativequantitative

Collect user opinions on aesthetics and emotional appeal of designs.

DesignBeginnerRemoteIn personUX Researcher+2 more

Survey: Post-task

quantitative

The post-task survey is a research technique commonly used within usability testing. It consists of asking the participant short, specific questions immediately after they have completed (or tried to complete) a particular task or scenario with the product. Unlike post-test surveys, which are given at the end of the whole session, it captures the user's immediate impression of that specific interaction.

DesignLaunch and assessBeginnerRemoteIn personUX Researcher+1 more3 use cases

Survey: SUS (System Usability Scale)

quantitative

The System Usability Scale (SUS) is a standardized survey instrument used to measure the perceived usability of a system. John Brooke published it in 1996 as a “quick and dirty” scale, meaning it is low-cost and easy to administer, but effective.

DesignLaunch and assessBeginnerRemoteIn personUX Researcher+1 more5 use cases

Testing: 5 seconds

qualitative

First impression test where users see an interface for 5 seconds and then answer questions about what they remember and perceived.

DesignBeginnerRemoteUX Psychologist+3 more3 use cases

Testing: First click

quantitative

Evaluate if users initially click in the correct area to complete a task. Predicts navigation success.

DesignBeginnerRemoteUX Engineer+2 more4 use cases

Testing: Guerrilla

qualitative

Quick and economical version of usability testing, conducted in informal settings with users not necessarily from target audience.

DesignBeginnerIn personUX Designer+3 more4 use cases

Testing: Remote unmoderated

quantitative

Unmoderated measurement of execution times and success rates on specific tasks. Users complete tasks independently while quantitative metrics are recorded.

DesignLaunch and assessAdvancedRemoteUX Researcher+3 more4 use cases

Testing: Think Aloud (moderated)

qualitative

During testing, users verbalize what they're thinking, allowing understanding of their decisions and frustrations in real-time.

DesignIntermediateRemoteIn personUX Researcher+3 more3 use cases

Testing: Visual preference

qualitative

Qualitative methodology where multiple visual versions are presented to users to identify preferences.

DesignBeginnerRemoteUX Designer+3 more4 use cases

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