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Scaling Research Through Standardized Templates

Updated: Aug 16

By Philip Burgess - UX Research Leader


Introduction: Templates aren’t about stifling creativity—they’re about freeing up mental bandwidth so researchers can focus on insight, not formatting.


Why Templates Matter

  • Speed up repetitive work.

  • Ensure consistent quality.

  • Make handoffs and peer reviews smoother.


Templates Every UXR Team Should Have

  1. Research Plan Template – Includes objectives, hypotheses, methodology, and timeline.

  2. Recruitment Screener Template – Ensures participant criteria are clear and consistent.

  3. Consent Form Template – Standardizes ethical and legal requirements.

  4. Research Report Template – Provides a consistent story arc for stakeholders.


Best Practices for Template Adoption

  • Involve researchers in creating them to increase buy-in.

  • Keep them flexible so they can adapt to different projects.

  • Review and update regularly based on feedback.


Conclusion: Standardization doesn’t mean sameness—it means efficiency and quality at scale.

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