{"id":16513,"date":"2019-01-21T22:33:03","date_gmt":"2019-01-21T11:33:03","guid":{"rendered":"https:\/\/creately.com\/blog\/?p=16513"},"modified":"2024-09-12T01:40:41","modified_gmt":"2024-09-11T14:40:41","slug":"visual-user-research-methods","status":"publish","type":"post","link":"https:\/\/creately.com\/blog\/product-management\/visual-user-research-methods\/","title":{"rendered":"The Ultimate List Of Visual User Research Methods"},"content":{"rendered":"<div id=\"bsf_rt_marker\"><\/div>\n<p>User research methods help when you want to get\na deep understanding of who your users are, how they behave, and their needs.\nThe data you gather and assess will in turn allow you develop a product or\nservice that will help solve user problems. <\/p>\n\n\n\n<p>In this post, we will look at several visual\nmethods that you can use when conducting user research. Pick what best suits\nyour need and start using it right away with the editable templates below. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What is User Research?<\/h3>\n\n\n\n<p>The act of user research helps you understand\nthe behaviors, characteristics, goals requirements and challenges of users. It\ninvolves a vast array of methods that differ from face-to-face interviews with\ncustomers to A\/B testing.<\/p>\n\n\n\n<p>Information gathered from user research is used\nto develop products that will offer a better user experience and solutions for\nthe user\u2019s problems. &nbsp;<\/p>\n\n\n\n<p>There are 2 types of user research methods<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>Quantitative methods<\/em> &#8211; this\n     refers to the type of research where the results can be conveyed in\n     numbers. For example, surveys, eye tracking, field testing etc. <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>Qualitative methods<\/em> &#8211; this\n     refers to the type of research where the results collected are comments,\n     thoughts, feelings, or observations. For example, user personas,\n     ethnographic studies, focus groups, scenario storyboards etc. &nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Visual User Research Methods <\/h3>\n\n\n\n<h3 class=\"wp-block-heading\">User Personas <\/h3>\n\n\n\n<p>User personas are used to create fictional, yet\nreliable representations of key user segments. They should be created based on\nboth quantitative and qualitative information about the users. <\/p>\n\n\n\n<p>Creating user personas should be done at the\nbeginning of product development, as it will help you identify the kind of\nproduct features, interfaces, content etc. you should design in order to\nattract the correct user. <\/p>\n\n\n\n<p>While you should limit the number of personas\nyou create to 3-4, keep your focus mainly on the major needs of the important\npersonas you have identified during the development. &nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">How to create a user persona <\/h4>\n\n\n\n<p>Step 1: Gather information on who your users\nare, their behaviors, expectations etc. through user research. <\/p>\n\n\n\n<p>Step 2: Identify the different elements and group them into categories representing different user personas. <\/p>\n\n\n\n<p>Step 3: Combine personas based on similarities and prioritize them. Select 3 or 4 of the top <a href=\"https:\/\/creately.com\/lp\/user-persona-creator\/\">user persona creators<\/a> you have. \u00a0<\/p>\n\n\n\n<p>Step 4: Provide an appropriate description of each persona\u2019s background and expectations. Remove excess personal information. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jr0i3fcw1&amp;utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"665\" height=\"1024\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/User-Persona-Template-for-User-Research--665x1024.png\" alt=\"User Persona Template for User Research\" class=\"wp-image-16514\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/User-Persona-Template-for-User-Research--665x1024.png 665w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/User-Persona-Template-for-User-Research--195x300.png 195w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/User-Persona-Template-for-User-Research-.png 705w\" sizes=\"auto, (max-width: 665px) 100vw, 665px\" \/><\/a><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/creately.com\/diagram\/example\/jr0i3fcw1\/User+Persona+Template+for+User+Research+?utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"User Persona Template (opens in a new tab)\">User Persona Template<\/a> (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Card Sorting <\/h3>\n\n\n\n<p>In card sorting, participants\/ users are\npresented with cards with words written on it, and asked to sort them into\ngroups or prioritize them. <\/p>\n\n\n\n<p>This activity is used to understand what matters\nmost to users. For example, by asking users to prioritize cards with\nnavigational items on it, you will be able to discover how a user navigates\nthrough your system. This will in turn help you develop or evaluate the\ninformation architecture of your site. &nbsp;<\/p>\n\n\n\n<p>You can use sticky notes and a whiteboard to do this activity manually. You can do it online with Creately using a template like the one below. Simply share the link to the diagram with the participants and watch them make changes in real-time. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jr1hnhh61&amp;utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"980\" height=\"525\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Cards-to-Sort-Template-1-1.png\" alt=\"Cards to Sort Template\" class=\"wp-image-16516\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Cards-to-Sort-Template-1-1.png 980w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Cards-to-Sort-Template-1-1-300x161.png 300w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><\/a><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/creately.com\/diagram\/example\/jr1hnhh61\/Cards+to+Sort+Template+?utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Cards to Sort Template (opens in a new tab)\">Cards to Sort Template<\/a> (Click on the template to edit online) <\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">How to do card sorting<\/h4>\n\n\n\n<p>Open card sorting: Here, the participants are\nasked to group the cards and name each category as it makes sense to them. <\/p>\n\n\n\n<p>Closed card sorting: Here, participants are\nexpected to place cards in categories that are already defined by you. &nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Customer Journey Mapping <\/h3>\n\n\n\n<p>Customer journey maps are a great way to capture\nand visualize the key touchpoints of a user\u2019s experience as she interacts with\nyour site\/ system. It helps you understand the motivations and the goals of\nyour users. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">How to create a customer journey map <\/h4>\n\n\n\n<p>Step 1: Gather as much information as needed,\nfrom both quantitative and qualitative research, to understand the customer\u2019s\nexperience with your organization. <\/p>\n\n\n\n<p>Step 2: Get your team together and brainstorm a\nlist of touchpoints and the channels in which these touchpoints occur. <\/p>\n\n\n\n<p>Step 3: Using empathy maps, get a deeper\nunderstanding of what the customer thinks, feels, sees, hears, says and does as\nshe interacts with you. <\/p>\n\n\n\n<p>Step 4: Taking the touchpoints, channels, emotional reactions and timeline, map out the customer journey. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jr1lglk51&amp;utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"565\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Customer-Journey-Mapping-Template-for-User-Research--1024x565.png\" alt=\"Customer Journey Mapping Template for User Research\" class=\"wp-image-16517\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Customer-Journey-Mapping-Template-for-User-Research--1024x565.png 1024w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Customer-Journey-Mapping-Template-for-User-Research--300x166.png 300w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Customer-Journey-Mapping-Template-for-User-Research-.png 1350w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/creately.com\/diagram\/example\/jr1lglk51\/Customer+Journey+Mapping+Template+for+User+Research+?utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Customer Journey Map (opens in a new tab)\">Customer Journey Map<\/a> (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Service Blueprints<\/h3>\n\n\n\n<p>A service blueprint visualizes how a service\nworks while detailing all the related aspects along a timeline. <\/p>\n\n\n\n<p>It shows how processes and their components are\nlinked together by incorporating the perspective of both the user and the\nemployees in different departments that are involved in implementing it. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">How to create a service blueprint <\/h4>\n\n\n\n<p>Step 1: Gather a team of employees from\ndifferent departments involved in carrying out the process. <\/p>\n\n\n\n<p>Step 2: Identify the process to be blueprinted\nand the corresponding customer. Referring to a customer journey map, identify\nthe actions the customer takes as she interacts with your service. <\/p>\n\n\n\n<p>Step 3: Interview the employees from the\ndepartments responsible for the process to gather information on how it works\nfrom their perspective.<\/p>\n\n\n\n<p>Step 4: Create a <a href=\"https:\/\/creately.com\/lp\/swimlane-diagram-software\">swimlane diagram<\/a> and outline the employee frontstage actions and follow them up with employee backstage actions.<\/p>\n\n\n\n<p>Step 5: Add the actions that help carry out the process behind the scenes (<a href=\"https:\/\/creately.com\/blog\/diagrams\/how-to-improve-customer-service\/\">support processes<\/a>) on the map as well.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jm0jqspa&amp;utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"893\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Service-Blueprint-Example-1024x893.png\" alt=\"Service Blueprint Example\" class=\"wp-image-16518\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Service-Blueprint-Example-1024x893.png 1024w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Service-Blueprint-Example-300x262.png 300w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Service-Blueprint-Example.png 1095w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/creately.com\/diagram\/example\/jm0jqspa\/Service+Blueprint+Example?utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Service Blueprint Example (opens in a new tab)\">Service Blueprint Example<\/a> (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Empathy Maps<\/h3>\n\n\n\n<p>Empathy maps help understand the user in multiple viewpoints in relation to the product or service. It highlights how the user thinks, the user\u2019s first impression of the service and their behavior and attitudes.<\/p>\n\n\n\n<p>The empathy map takes observations made about the user and visualizes it in a systematic, easy-to-understand way.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">How to use an empathy map <\/h4>\n\n\n\n<p>Step 1: Find relevant data on users, create user\npersonas for different customer segments &nbsp;and gather a competent team.<\/p>\n\n\n\n<p>Step 2: Create an <a href=\"https:\/\/creately.com\/usage\/empathy-map-templates\/\">empathy map template<\/a>. It should have quadrants to mention what the user thinks and feels, sees, hears, and says and does.<\/p>\n\n\n\n<p>Step 3: After you decide which user segment you\nwant to analyze, define their situation, needs and goals. <\/p>\n\n\n\n<p>Step 4: Examine the experiences of the user to\nmake sense of what it is like to be her. Gather details on what she thinks and\nfeels, sees, hears and says and does.<\/p>\n\n\n\n<p>Step 5: Reflect on the information gathered and ask for the perspective and opinions of the team members. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jr1mxf3a1&amp;utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"925\" height=\"610\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Empathy-Map-Template-for-User-Research-.png\" alt=\"Empathy Map Template for User Research\" class=\"wp-image-16519\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Empathy-Map-Template-for-User-Research-.png 925w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Empathy-Map-Template-for-User-Research--300x198.png 300w\" sizes=\"auto, (max-width: 925px) 100vw, 925px\" \/><\/a><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/creately.com\/diagram\/example\/jr1mxf3a1\/Empathy+Map+Template+for+User+Research+?utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Empathy Map Template (opens in a new tab)\">Empathy Map Template<\/a> (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Storyboards<\/h3>\n\n\n\n<p>Storyboards are a handy tool that can be used to communicate design ideas to your team, stakeholders etc. It visualizes how a user would interact with or react to your site or app. Storyboards can take the form of sketches, illustrations, screenshots etc.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">How to create a storyboard <\/h4>\n\n\n\n<p>Step 1: Define your character. This could be one\nof the user personas you have created. <\/p>\n\n\n\n<p>Step 2: Set the scene by defining the\nenvironment or where you want the persona to be at and create a plot for the\nstoryboard. You can take the input of your team as well. <\/p>\n\n\n\n<p>Step 3: Choose a <a href=\"https:\/\/creately.com\/diagram-community\/popular\/t\/story-board\">storyboard template<\/a> like the one below, and start sketching the scenes. Below is a blank storyboard template that you can edit right away.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jr1nd8hc1&amp;utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"753\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Scenario-Storyboard-Template-1024x753.png\" alt=\"Scenario Storyboard Template\" class=\"wp-image-16520\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Scenario-Storyboard-Template-1024x753.png 1024w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Scenario-Storyboard-Template-300x221.png 300w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Scenario-Storyboard-Template.png 1285w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/creately.com\/diagram\/example\/jr1nd8hc1\/Scenario+Storyboard+Template?utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Scenario Storyboard Template (opens in a new tab)\">Scenario Storyboard Template<\/a> (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Mind Maps and Affinity Diagrams<\/h3>\n\n\n\n<p>Mind maps and <a href=\"https:\/\/creately.com\/lp\/affinity-diagram-tool\/\">affinity diagram tool<\/a> are another two visual tools that help facilitate user research.<\/p>\n\n\n\n<p>Mind maps can be used to capture, categorize and organize data collected from user research methods. \u00a0\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jmkkw83y&amp;utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"532\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Brainstorming-Map-1024x532.png\" alt=\"Mind Map for brainstorming during user research \" class=\"wp-image-16521\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Brainstorming-Map-1024x532.png 1024w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Brainstorming-Map-300x156.png 300w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Brainstorming-Map.png 1830w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/creately.com\/diagram\/example\/jmkkw83y\/Brainstorming+Map?utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Mind Map Template (opens in a new tab)\">Mind Map Template<\/a> (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<p>Affinity diagrams can help group similar ideas and identify patterns in a large amount of data.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jr1nrljs1&amp;utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"716\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Affinity-Diagram-Template-for-User-Research--1024x716.png\" alt=\"Affinity Diagram Template for User Research\" class=\"wp-image-16522\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Affinity-Diagram-Template-for-User-Research--1024x716.png 1024w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Affinity-Diagram-Template-for-User-Research--300x210.png 300w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/01\/Affinity-Diagram-Template-for-User-Research-.png 1115w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/creately.com\/diagram\/example\/jr1nrljs1\/Affinity+Diagram+Template+for+User+Research+?utm_source=UserResearch&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Affinity Diagram Template (opens in a new tab)\">Affinity Diagram Template<\/a> (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Add to the List of Visual User Research Methods<\/h3>\n\n\n\n<p>We\u2019ve covered several visual user research\nmethods that can help simplify the process of collecting and analyzing user\ndata. Use them and share your experience with us in the comment section below. <\/p>\n\n\n\n<p>Do you know more visual user research methods? Help us extend the list by mentioning the methods you are familiar with. &nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>User research methods help when you want to get a deep understanding of who your users are, how they behave, and their needs. The data you gather and assess will in turn allow you develop a product or service that&#8230;<span class=\"continue-reading\"> <a href=\"https:\/\/creately.com\/blog\/product-management\/visual-user-research-methods\/\">Read More<\/a><\/span><\/p>\n","protected":false},"author":24,"featured_media":16525,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9274,9264,9272],"tags":[983,454,1126,1123,1124],"class_list":["post-16513","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-brainstorming","category-marketing-sales","category-product-management","tag-customer-journey-map","tag-user-experience","tag-user-persona","tag-user-research","tag-user-research-methods"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>8 Simple Visual User Research Methods with Editable Templates | Creately<\/title>\n<meta name=\"description\" content=\"Visual user research methods to understand who your users are and their requirements. 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