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Name of Study (include methodology and project, e.g.

, “Website x Card Sort”)

Date

Executive Summary: An executive summary provides a very high-level review of the study goals,
method, and participants. This should be no longer than one paragraph.

Goals: Recap the key questions you’re trying to answer with this research.

Key Findings and Recommendations

Observation Recommendation Customer Impact

Finding 1

Short description of finding 1 Recommended next steps High, medium, or low

Finding 2

Short description of finding 2 Recommended next steps High, medium, or low

These recommendations are rated on an impact scale. Items rated high can contribute to the user’s
inability to perform critical functions within the site. Items rated medium can contribute to errors or
frustration. Items rated low are minor nuisances, but do not affect the user’s ability to perform
critical interactions on the site.

The goal of this first page is to provide enough of a summary to get your main points
across in case no one ever reads further.

Methodology: This is where you provide a detailed overview of the type of method you used and
why, with details about logistics in case you need to reperform the study, read the results at a much
later time, or pass off to another party.
Participant Details: Recap key information about participants, such as persona
and key behaviors.

User 1 User 2 User 3 User 4 User 5

Choose 3 to 5 important
demographic or behavioral
traits to highlight, including
persona (if applicable).

Detail 2

Detailed Findings: Provide complete, specific findings of what was found, both positive and
negative, in every area.

Area 1
Screenshot or image of area with finding highlighted with bubbles or arrows (such as example
below):

Finding number 1 call out

Areas to Improve
● Finding 1 description
Recommendation: Recommended action based
Finding on observation
number 2 call
● Finding 2 description out
Recommendation: Recommended action based on observation

Strengths
● Description of strength or item not to change

Area 2
Areas to Improve
● Finding 1 description
Recommendation: Recommended action based on observation
● Finding 2 description
Recommendation: Recommended action based on observation
Strengths
● Description of strength/item not to change

Appendix: Provide additional resources, such as links to usability testing videos or highlight reels,
raw data export, or any materials that may be helpful to someone who wants more information.

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