Gathering the right insight is important, but to make your research effective, you’ll need to make sure you are communicating it correctly across the organization.
Writing a UX research report can feel like studying for an exam. You know you need to do it. You know it's super important for success. And yet, getting down to business can feel overwhelmingly challenging.
After all, you've spent days—maybe weeks—conducting your research, and now you have to somehow condense all that work into under 20 slides?! And not just any slides, either. You want every nugget of information you include to be compelling and valuable - especially if you're presenting to hard-to-please executives.
While the task ahead might seem like a tall order, it's entirely possible to craft an exceptional research report and wow your stakeholders. You just need the formula for success.
So, how do you do it? We've got you covered. By the end of this article, you'll have everything you need to write a killer user research report and present your findings like a pro.
A UX research report is the final stage of any UX research project. It's the culmination of all the hours you spent planning, researching and analyzing data summarized into one succinct presentation.
These reports can have multiple audiences. Depending on the project's scope, you may find yourself presenting to the wider UX team, web developers, or executives.
Regardless of who you're presenting to, the primary aim is always the same: communicate valuable insights and provide actionable recommendations to enhance the user experience.
Beyond that, reports are also a fantastic opportunity to demonstrate the strategic value of UX to leadership. By tying your recommendations to broader business objectives, you can build UX advocates at the highest level of your organization and secure more budget as a result.
So, what differentiates excellent UX reports from average ones? In our experience, it comes down to structure. Your research report should include these six components:
A punchy introduction will grab your audience's attention and keep them engaged throughout your presentation. Keep your intro short and sweet. Briefly explain the parameters of your research, why it matters, and how your findings could help drive the company forwards.
Now you've captivated your audience, provide a little more detail to establish trust in the research process. Describe the scope of your study, noting things like:
Like the intro, you'll want to keep this part succinct. While it can be tempting to throw in masses of detail, focus on what your stakeholders need to know.
This section is all about honing in on your 'why'. Focus on helping your stakeholders understand why your research matters. For executives, explain how your research supports strategic business goals. For the wider UX team, hone in on how your insights can improve the user interface design.
And now for the main course: sharing the most critical learnings from your study. This section will be the most prominent part of your report, spanning a few pages - but not too many.
To maintain engagement, you’ll want to be clear and concise. Provide enough information to explain your findings but be careful not to overload your audience with masses of data.
Conclude your report with actionable next steps. Suggest where improvements could be made to your product or service, focusing on the business benefits of your proposed implementations. As a bonus, why not put forward another study you can undertake that leads on from your project?
Now you know what to include in a great UX research report, it's time to think about how you'll present everything. Here's what to keep in mind.
As a UX researcher, you've already cultivated high levels of empathy for end users, and now it's time to channel that into your report writing. Be mindful of the different audiences you will present to, and tailor your presentation to each one.
Think about factors like language, terminology, and length. Consider what each stakeholder group wants and needs to know, and craft your report to meet these expectations. You can lean on the interviews you conducted at the beginning of your project to inform your approach.
For executives especially, remember to communicate the value of your research in terms of ROI. Tailor your suggestions to focus on tangible results like customer lifetime value, lowered acquisition costs, and increased website traffic.
Not to toot our own horn, but our QX Score is an effortless way to translate UX results into a language your business leaders care about.
UX researchers are passionate about data and insights, but our stakeholders don't always share the same enthusiasm. To captivate your audience, you'll need to master the art of data-driven storytelling.
Start by grouping your findings into research trends and write a headline insight for each. From there, add summaries, artifacts, and supporting evidence explaining each insight in a little more detail.
Think carefully about how you'll organize each headline within the presentation. Your aim is to take your audience on a journey. Ideally, each headline will flow nicely into the next, naturally building toward your recommendations for improvement.
If you're worried about fitting all your information in, or some of your findings don't sit within the key themes you've identified, consider creating an appendix with more granular insights. That way, if a stakeholder wants to learn more, it's easy for them to do.
While the word ‘report’ might conjure up images of lengthy academic papers, UX research reports certainly don't have to be text heavy. In fact, we caution against it!
For maximum engagement, be playful and creative with your design choices. Consider using mediums like video, cartoon storyboards and charts to convey your findings in digestible, eye-catching ways.
Spelling errors, inconsistent fonts, and other little mistakes can distract your audience from listening to your amazing insights and even undermine your hard work.
It's easy to avoid these issues by carefully proofreading your report. At the same time, double check your presentation has a consistent, sleek design with matching colors, fonts, and visuals. All these things will help keep your stakeholders attention and boost your credibility.
Depending on your stakeholders' preferences, you may be asked to present your report in person or send it via email. Written reports will naturally be slightly more detailed than in-person presentations. If you're asked to share one, take the time to read through the document carefully and make sure it makes sense as a standalone item.
For meetings and presentations, consider how you can add value to each slide. Resist the urge to simply read from your laptop. Look at how your words can complement what's on the screen, offering your audience deeper insights and context.
Presenting your UX research findings doesn't start and end in the boardroom. You want to get as many people as possible excited by your research. After all, everyone in your organization can benefit from building empathy with users, and your UX research is a surefire way to achieve that.
As best practice, we recommend sharing the highlights of your study on your company's internal communications channel - be it Slack or Teams.
You don't need to write more than a paragraph to do this; focus on the key findings and their business applications. You could even use things like emojis and gifs to grab your audience's attention.
Congratulations! At this point, you've created a fantastic UX research report and are ready to head into your presentation.
If you're feeling nervous, that's ok! A lot of us get a little anxious before public speaking. But with these tips, you'll walk into your meeting with your head held high.
Before your meeting, practice your presentation with a colleague who isn’t part of the research team. Not only will this build your confidence, but they may be able to shine a light on points that you've overlooked.
For example, you may have used some UX terminology in the presentation that they aren't familiar with, or find that one of your sections goes on a little longer than anticipated.
Any feedback is super helpful for improving your report, so don’t be afraid to ask your colleagues for their honest thoughts!
Confidence is a huge part of effective presenting, helping you come across as credible, knowledgeable, and trustworthy.
It's easy to improve your soft skills with a few simple tricks: project your voice to the back of the room, avoid using 'uh's' and 'um's', and make eye contact with your audience.
As the saying goes, time is money! You'll rarely, if ever, have more than half an hour to present your findings to stakeholders, so you'll want to be as concise as possible. Less is always more.
Too much raw data and excess insights can overwhelm executives, so narrow down on what's relevant to your audience.
Armed with this information, you're ready to roll into your meeting and knock your stakeholders' socks off! Hopefully, you’ll leave the room with the go-ahead for your design team to spring into action, along with some additional budget for new research projects.
But your work isn’t finished. High-performing research teams also measure the impact of their UX decisions, so they can show stakeholders the tangible benefits of investing in user research over time.
We call this process UX measurement, and it's the best way to improve attitudes to user research in your organization - as well as make report writing a lot easier!
When you’re ready to take the next step, find out how to build and scale a successful UX measurement program.
Oh, and last but definitely not least, good luck with your presentation!