Effective Ways to Plan and Budget for User Research :: Crux Collaborative (2024)

As we delve into Q4, and with 2019 right around the corner, many of our clients are in the process of planning budgets for the new year. We often receive questions about how to plan, maximize, and be “strategic” about where to spend money on UX services in the coming year – specifically when and how to use research to get the most value and impact for the organization. This article will focus on our research services and outline the value they provide as well as considerations for what stage to use them.

As User Experience Consultants, we recommend different approaches and services based on the business goals and user objectives our clients surface. Our goal is to never duplicate work that has already been done. Therefore, we don’t recommend research solutions or approaches before we have an understanding of our client’s budget, timing, and objectives. Below we outline some of the services that we provide and when they are most effective.

User Research and Strategy

What services could be included:

  • Stakeholder and end user interviews
  • Feature prioritization and project definition
  • Contextual inquiry
  • Competitive analysis

These services are generally about helping clients understand and/or validate if an idea has enough value to pursue and further develop. These services are intended to provide clarity and direction about user behavior and business goals as well as uncover technical requirements and limitations that may need to be considered as the project moves forward. In the end, the goal is to have a clear picture of the “why” of the project and the “what” of how the business will define success as a result.

Reasons for engaging in a User Research and Strategy project:

  • You have a great idea about a new digital product but you don’t know if your customers will buy it
  • You have an antiquated website or online application that has a loyal user base and you need to understand what you need to do in order to change it
  • There are many stakeholders and business units making demands and there are conflicts and turf wars erupting
  • It has been more than two years since you checked in with your customers to understand what they want from you

When not to engage in a User Research and Strategy project:

  • When you’ve already done the work. Make sure whoever you hire or talk to understands the scope of what work has already been completed so you don’t waste your budget duplicating an effort. If they insist on using their own methodology, ask them to identify the gaps they see and to explain what value there will be in doing additional work.
  • You have a number of known functional problems in your application that you need to identify, prioritize, and solve quickly. A usability evaluation may be a better choice.

How much does a User Research and Strategy project cost?

  • Planning Budget Range: $15,000-30,000
  • Typical Timing: 4-6 weeks

Usability Research Services

What services could be included:

  • Unmoderated Usability Testing
  • Heuristic Analysis
  • One-on-One Usability Test

Usability research can be done in a number of ways. There are online testing services such as usertesting.com where you can conduct simple, effective unmoderated test of a website or application. These types of studies can provide quick insight about a direction to go in and validate that you’re going down the right road. This is a great solution for a limited budget and short time frame, or if you are iteratively developing something and want to get fast feedback at multiple points along the way.

Heuristic analysis provides an expert opinion about an existing application or website but there is no end-user interaction. You are relying on the ability and knowledge of the expert you hired in order to give you effective recommendations. You need to make sure that your consultant is both an expert in User Experience and best practices in usability AND understands the market you are in.

Facilitated one-on-one interviews are the most expensive to conduct but can provide the deepest insight into the mind and behaviors of your users. These sessions can be conducted in person or remotely/online. When sessions are conducted in person, you will be able to observe your user’s body language and facial expressions and ask deeper questions about their experience. Make sure you are using an experienced facilitator if you decide to conduct this type of research. Reports should both identify the problem and provide an actionable way to solve that problem that is also technically feasible.

Reasons for engaging in Usability Research Services:

  • You know that your users are missing or abandoning parts of a critical process but you are not sure why
  • The metrics you are seeing are not consistent with the actual outcome you are expecting even though the numbers should say otherwise
  • Your customer service center continues to get complaints about a group of consistent issues and you want to prioritize your efforts based on budget and timing requirements

When not to engage in Usability Research Services:

  • You have a bunch of concepts you want to get in front of users to see what works best. While an unfacilitated test could work for this, a focus group style interview is the best way to understand what visually feels right to your customer. A traditional usability test is best suited to uncover functional problems.
  • You know you are going to start from scratch and there is nothing to salvage from the legacy application. Conducting some traditional interviews would be a better use of your budget.

How much do Usability Research Services cost?

  • Planning Budget Ranges:
    • Unmoderated Usability Testing: $12,000-15,000
    • Heuristic Analysis: $12,000-15,000
    • One-on-One Usability Test: $22,000-30,000
  • Typical Timing: 2-5 weeks

As you embark on budget planning, one thing to remember is that cost and timeline vary a lot between agencies, consulting firms, independent contractors, and your internal team. It is always wise to ask to see sample deliverables and/or case studies of projects to understand exactly what you will get in the end and if it will provide value for the business and your users.

Our next article in this series will focus on concepting and design services. In the meantime, if you have any questions about how to approach your budget for next year and you will need a better strategic UX plan for next year, get in touch. We’d love to chat.

All Insights in this category: User Research

Effective Ways to Plan and Budget for User Research :: Crux Collaborative (2024)

FAQs

How to make a budget plan for research? ›

The budget should list all cost details for the year or another appropriate period of time. It should include any applicable salaries & wages, fringe benefits, services, supplies, equipment, publications, travel, other direct expenses, and any facility and administrative costs.

How to plan a user research project? ›

Plan user research for your service
  1. Decide your objectives and approach.
  2. Map out rounds of research.
  3. Involve your team.
  4. Share your findings.
  5. Examples and case studies.
  6. Related guides.
Sep 21, 2018

What are the different types of research budgets? ›

There are two common major types of budgets in funding research - cost reimbursem*nt and fixed price.

How to do user research with no budget? ›

How do you manage user research with limited time and budget?
  1. Define your goals and scope.
  2. Choose the right methods and tools.
  3. Recruit and incentivize participants.
  4. Analyze and communicate your findings.
  5. Iterate and validate your solutions. Be the first to add your personal experience.
  6. Here's what else to consider.
Aug 24, 2023

What are 3 steps in developing a budget plan? ›

3 steps to creating a budget that works
  1. Track your income. The first step is to identify your monthly income. ...
  2. Track your expenses. The next step is to outline all the expenses that you have each month, including rent or mortgage payments, utility bills, food, gas or transportation, clothing, etc. ...
  3. Balance your budget.

What are the 7 steps to creating a research plan? ›

Here are seven steps you can follow to create a research proposal:
  1. Define a hypothesis. ...
  2. List your objectives. ...
  3. Gather a team. ...
  4. Discuss the research strategy. ...
  5. Define the scope of the project. ...
  6. Create a brief. ...
  7. Describe how you want to present your findings.
Jun 27, 2024

How to make a plan for research? ›

While each research project is different, it's best to follow these seven general steps to create your research plan:
  1. Defining the problem.
  2. Identifying goals.
  3. Choosing research methods.
  4. Recruiting participants.
  5. Preparing the brief or summary.
  6. Establishing task timelines.
  7. Defining how you will present the findings.
Jan 30, 2024

How do you plan a UX research roadmap? ›

When and how to build a UX research roadmap?
  1. 1) Understand stakeholders' needs. ...
  2. 2) Assess the current state of research. ...
  3. 3) Identify the key research goals. ...
  4. 4) Plan the research studies. ...
  5. 5) Create a timeline. ...
  6. 6) Share your plan. ...
  7. Be flexible.
Sep 29, 2021

What are the 7 types of budgets? ›

The 7 different types of budgeting used by companies are strategic plan budget, cash budget, master budget, labor budget, capital budget, financial budget, operating budget.

What are the 3 types of budgets? ›

The three types of annual Government budgets based on estimates are Surplus Budget, Balanced Budget, and Deficit Budget. When the revenues are equal to or greater than the expenses, then it is called a balanced budget. You can read about the Highlights of the Union Budget 2021-22 for UPSC in the given link.

How do you write a research plan for user research? ›

Creating a research plan for user experience (UX) requires a clear problem statement and objectives, choosing the right research method, recruiting participants and briefing them, and establishing a timeline for your project. You'll also need to plan how you'll analyze and present your findings.

How do you prepare for user research? ›

The User Research Process
  1. Identify your research goals. This is the first and most important step in any user research study. ...
  2. Step 2: Choose your research methods. ...
  3. Create a user research plan. ...
  4. Recruit participants. ...
  5. Conduct some research! ...
  6. Analyze and synthesize results. ...
  7. Share your research findings.

When should you not do user research? ›

Some questions are just too big for user research to answer in the scope of a single project. Questions like, “What do our customers want from their real estate providers?” or “What's the best way to build a product discovery app?” are too big to be answered in the scope of a single study.

What is the budget for basic research? ›

The 2024 Budget provides $101.2 billion for basic and applied research, an increase of $3.5 billion above the 2023 enacted level.

How do I make my own budget plan? ›

Five simple steps to create and use a budget
  1. Step 1: Estimate your monthly income. ...
  2. Step 2: Identify and estimate your monthly expenses. ...
  3. Step 3: Compare your total estimated income and expenses, and consider your priorities and goals. ...
  4. Step 4: Track your spending, and at the end of month, see if you spent what you planned.

How do you write a budget plan for a project? ›

How to Create a Project Budget
  1. Step 1: Define the Project Scope. ...
  2. Step 2: Create a Work Breakdown Structure. ...
  3. Step 3: Manage Resources. ...
  4. Step 4: Create a Budget Estimate. ...
  5. Step 5: Create Contingency Reserves (Contingency Fund) ...
  6. Step 6: Create a Project Budget. ...
  7. Step 7: Monitor the Project Budget.
Jun 6, 2024

How do you structure a budget plan? ›

How to make and manage your budget
  1. Work out your after-tax income. ...
  2. Review your spending. ...
  3. Choose a budgeting plan. ...
  4. Track your progress. ...
  5. Automate your bills and savings. ...
  6. Revisit and review your budget when needed. ...
  7. Allow up to 50% of your income for needs. ...
  8. Use up to 30% of your income for wants.
Jun 17, 2024

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