Aligning Your Team for Successful UX Research: Kickoff Meeting Guide


When your team requests a UX research project, it is very important to start the process off with a kickoff meeting. This meeting should involve all team members who will be involved in the project to ensure everyone is on the same page and aligned with the project’s goals.

By bringing everyone together, you can establish clear objectives, define roles and responsibilities, and ensure that everyone understands the research process.

You can’t figure out solutions until you understand the problem.

You are going to start by sending an email to all the people who have to be involved in the meeting, asking them to write down any questions that they might have. Then, you are going to discuss those questions in your meeting.

Next, you are going to facilitate the meeting and discuss six key points:

1. Get background info on the project

To gather background information on a project you can start by reviewing any relevant documentation or materials provided by the project stakeholders. This could include project briefs, design documents, user personas, market research reports, or any other relevant background information.


It’s a kind of stakeholder interview!

During these interviews, you can do the FOG exercise. This will help you determine what they want to learn or test through this research by Talking about:




2. Selecting Your Research Target

It’s important to clarify the project goals and objectives with the stakeholders. Understanding the target audience for the product or service is essential for conducting effective UX research. you can ask questions such as:

  • Who is the primary target audience for the product or service?
  • Are there any secondary audiences that are also important to consider?
  • What are the key characteristics or demographics of the target audience (age, gender, location, education, income, etc.)?

So, you can ensure that the research study is focused on the right users and will provide insights that are relevant and actionable for the project.

3. Mapping Your Research Goals and Objectives

Mapping your research goals and objectives is an important step to ensure that the research is aligned with the project goals and will provide actionable insights.

Think about:

What do we want to learn with the study?!

Communicate the research goals and objectives to the stakeholders and ensure that everyone is aligned on the research goals and the approach to achieving them.

4. Identify research questions

This part is a very critical step in defining the scope of the research! Remember the document that you sent by email to everyone who will be joining the meeting, asking them to write down their research questions?

Yes, this is the time when you should align all the research questions and prioritize the important ones.

Since there is only a limited amount of time, it’s important to know which questions are the most critical to answer.

Think about is thisNeed to have or Must to have?

Refine the research questions to ensure that they are clear, focused, and actionable. Consider whether the questions can be answered using the research methods that you have selected.

Also, if you haven’t sent them a request, don’t worry! You can use a brainstorming session to generate potential research questions that can help address the research objectives. Encourage stakeholders to contribute their ideas and perspectives.

5. Translating Research into Action.

You gonna ask them to think about the future results and what will be done with them once the research is completed.

What we will do with the research?

Encourage them to think about the questions and the vision for the next steps that will be taken based on the research results.

6. What are the success metrics?

Success metrics are measurable outcomes that you will use to evaluate the success of the research study and determine whether it has met its objectives.

Success metrics could include:

Increase in user engagement or satisfaction

Reduction in user errors or confusion

Increase in the efficiency or effectiveness of a specific task or process

Increase in the adoption or retention of a product or service

Increase in revenue or sales

Then, Determine how the success metrics will be reported and how they will be communicated to stakeholders. This could include a report, a presentation, or other forms of communication.

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