Operations and Planning

Research roadmapping

A UX research roadmap is a plan that defines your team’s key research goals and the strategy to reach them. It shows a timeline for the studies that will be conducted during the year to achieve those research goals.

Source: Nora Pekker, “How to Build a compelling UX Research Roadmap”

  • Miro - 40% of question respondents
  • Google Sheets - 19.16%
  • Jira - 15.83%
  • Google Docs - 15%
  • Confluence - 14.16%
  • Notion - 10%
  • Google Slides - 8.33%
  • Mural - 7.5%
  • Airtable - 7.5%
  • Microsoft Powerpoint - 7.5%
58.54% of participants answered this question.

Research planning

A research plan is a document that sets expectations and highlights the most important information you need to communicate with stakeholders in a specific research project. It is usually a collaboration between all stakeholders to ensure it meets the goals and objectives you’ve laid out.

Source: Zack Naylor, “How to Create a UX Research Plan”

  • Google Docs - 31.15% of question respondents
  • Miro - 24.63%
  • Confluence - 22.46%
  • Microsoft Word - 15.21%
  • Notion - 10.86%
  • Jira - 9.42%
  • Google Sheets - 7.97%
  • Google Slides - 7.24%
  • Microsoft Powerpoint - 6.52%
  • Dovetail - 6.52%
67.32% of participants answered this question.

Project management

Management of multiple UX research projects.

  • Jira - 29.92% of question respondents
  • Google Sheets - 14.59%
  • Miro - 13.13%
  • Notion - 13.13%
  • Confluence - 13.13%
  • Trello - 10.21%
  • Airtable - 10.21%
  • Google Docs - 6.56%
  • Asana - 5.83%
  • Microsoft Excel - 5.83%
66.83% of participants answered this question.

Issue tracking

Tracking the impact of research findings/issues to address.

  • Jira - 39.39% of question respondents
  • Miro - 13.13%
  • Confluence - 13.13%
  • Airtable - 12.12%
  • Google Sheets - 8.08%
  • Google Docs - 8.08%
  • Dovetail - 8.08%
  • Google Slides - 7.07%
  • Notion - 7.07%
  • Microsoft Excel - 6.06%
48.29% of participants answered this question.