167 guides to help you use methods properly

These are the same approaches I use day-to-day on real projects. Use them to bring clarity, solve problems, and push things forward without overcomplicating it.

167 of 167 guides

User Research

User Interviews

Direct conversations with users to understand behaviours, needs and motivations.

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User Research

Contextual Interviews

Observing and interviewing users in their real environment to understand how context shapes behaviour.

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User Research

Stakeholder Interviews

Structured conversations with internal stakeholders to understand goals, assumptions, constraints, and priorities.

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User Research

Expert Interviews

Conversations with domain specialists to quickly build understanding of complex spaces, risks, and constraints.

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User Research

Intercept Interviews

Short, in-the-moment conversations with users to capture immediate feedback during a live interaction.

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User Research

Field Studies

Observing user behaviour in real-world environments to understand how context shapes actions.

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User Research

Contextual Inquiry

Observing and questioning users in their real environment to understand how work is actually done.

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User Research

Ethnographic Research

Extended observation in real-world environments to understand behaviour, culture, and context over time.

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User Research

Diary Studies

Capturing user behaviour, experiences, and context over time through participant-recorded entries.

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User Research

Longitudinal Studies

Tracking user behaviour and outcomes over time to understand how experiences evolve.

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User Research

Shadowing

Following users over time to observe how real work unfolds across tasks, interruptions, and decisions.

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User Research

Observation Studies

Directly observing users to understand how tasks are actually performed in real or controlled environments.

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User Research

Focus Groups

Moderated group discussions used to explore opinions, reactions, and shared perceptions around a topic or concept.

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User Research

Co-discovery Sessions

Two participants work through tasks together, revealing collaboration, reasoning, and shared understanding in real time.

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User Research

Cultural Probes

Open-ended, creative activities used to uncover context, emotion, and unexpected insight into people’s lives.

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User Research

Mobile Ethnography

Capturing behaviour, context, and experience in real time through participant mobile entries across daily life.

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User Research

Digital Ethnography

Studying behaviour, interaction, and culture across digital environments over time.

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User Research

Guerrilla Research

A fast, lightweight way to gather early feedback with minimal setup, time, or cost.

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Conversion Optimisation

Funnel Analysis

Tracking how users move through a journey to identify drop-off points and conversion opportunities.

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Conversion Optimisation

Path Analysis

Understanding the real routes users take through a product, including loops, backtracking, and unexpected paths.

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Conversion Optimisation

Session Replay Analysis

Reviewing recordings of real user sessions to spot friction, hesitation, and usability issues in detail.

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Conversion Optimisation

Heatmaps

Visualising aggregated user interaction to see where people click, focus, and scroll on a page.

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Conversion Optimisation

Scroll Tracking

Measuring how far users scroll to understand content visibility, drop-off, and page structure performance.

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Conversion Optimisation

Click Tracking

Measuring clicks on specific elements to understand engagement, performance, and missed opportunities.

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Conversion Optimisation

Rage Click Analysis

Identifying repeated rapid clicks that signal frustration, broken interactions, or confusing UI.

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Conversion Optimisation

Error Tracking

Capturing and analysing technical and UX errors to understand failures, impact, and where users are blocked.

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Information Architecture

Search Log Analysis

Analysing search queries and outcomes to understand user intent, content gaps, and findability issues.

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Strategy

Feature Usage Analysis

Measuring how users adopt, engage with, and return to specific features to understand product value.

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Strategy

Cohort Analysis

Grouping users by shared characteristics to understand retention, engagement, and behaviour over time.

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Strategy

Retention Analysis

Measuring how many users return over time to understand stickiness, drop-off, and long-term value.

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Conversion Optimisation

Form Analysis

Measuring field-level behaviour to understand where users struggle, make errors, and abandon forms.

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User Research

Surveys

Collecting structured feedback at scale to understand user attitudes, sentiment, and self-reported behaviour.

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User Research

Questionnaires

Collecting standardised responses to measure user perception, benchmark experience, and compare results over time.

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User Research

Polls

Collecting quick, simple responses to understand immediate sentiment, preference, or direction.

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User Research

Satisfaction Surveys (CSAT)

Measuring satisfaction at specific moments in the journey to understand how users feel about the experience.

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Strategy

Net Promoter Score (NPS)

Measuring loyalty and advocacy through a standard recommendation question tracked over time.

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User Research

Customer Effort Score (CES)

Measuring how easy or difficult users find a task to identify friction and simplify key journeys.

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Strategy

Sentiment Analysis

Analysing large volumes of qualitative feedback to understand user perception, emotional tone, and recurring themes.

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Strategy

Brand Perception Studies

Understanding how users perceive a brand through trust, emotion, positioning, and comparison to competitors.

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User Experience

Usability Testing

Observing users complete tasks to identify usability issues, friction, and barriers to success.

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User Experience

Unmoderated Usability Testing

Testing tasks without a facilitator to gather fast, scalable usability feedback across more users.

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User Experience

Moderated Usability Testing

Guided usability sessions that combine observed behaviour with follow-up questions and deeper qualitative insight.

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User Experience

Remote Usability Testing

Testing with users in their own environment to gather realistic feedback without needing to be in the same room.

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User Experience

In-person Usability Testing

Running usability sessions in a controlled physical setting to capture detailed behaviour, context, and non-verbal cues.

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User Experience

Comparative Testing

Comparing two or more options side by side to understand which performs better and why.

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User Experience

Benchmark Testing

Measuring usability and performance against defined metrics to track improvement over time.

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User Experience

Prototype Testing

Testing early designs before development to validate ideas, uncover issues, and reduce build risk.

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User Experience

First-click Testing

Evaluating whether users choose the correct first action so you can improve direction, labels, and navigation clarity.

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User Experience

Five-second Testing

Measuring what users understand at a glance so you can improve messaging, clarity, and visual hierarchy.

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User Experience

Cognitive Walkthrough

Stepping through a task from the user perspective to identify learnability issues, unclear actions, and decision points.

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User Experience

Heuristic Evaluation

Reviewing an interface against recognised usability principles to quickly identify and prioritise usability issues.

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User Experience

Expert Review

Using experienced judgement to identify friction, risks, and improvement opportunities across a product or journey.

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User Experience

UX Audit

Combining multiple inputs to assess the overall experience and prioritise what needs to improve.

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User Experience

Learnability Testing

Assessing how easily new users can understand and start using a product for the first time.

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User Experience

Findability Testing

Assessing how easily users can locate information, features, or content so navigation and structure can be improved.

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User Experience

Comprehension Testing

Assessing whether users understand content, messaging, or functionality as intended so meaning is clear and actionable.

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Information Architecture

Open Card Sorting

Exploring how users naturally group and label information to inform information architecture and navigation.

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Information Architecture

Closed Card Sorting

Testing whether predefined categories and labels make sense to users so structure and navigation can be validated.

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Information Architecture

Hybrid Card Sorting

Combining predefined categories with the option to create new ones so structure can be validated and improved at the same time.

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Information Architecture

Reverse Card Sorting

Testing whether users can navigate an existing structure and find content based on hierarchy and labelling alone.

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Information Architecture

Tree Testing

Evaluating whether users can find information within a structured hierarchy using labels and structure alone.

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User Experience

Navigation Testing

Evaluating how easily users move through a live product or prototype so journeys, menus, and pathways can be improved.

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Information Architecture

Label Testing

Evaluating whether labels and terminology make sense to users so navigation, naming, and findability are clearer.

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Information Architecture

Taxonomy Design

Creating clear, scalable structures for content, products, and information so organisation and navigation make sense.

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Information Architecture

Taxonomy Review

Assessing how well an existing taxonomy works so categories, labels, and structure can be improved.

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Information Architecture

Content Grouping

Organising content into clear clusters so structure, navigation, and taxonomy can be built on a stronger foundation.

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Information Architecture

Site Map Creation

Defining and visualising structure so hierarchy, relationships, and navigation can be clearly understood and built.

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Information Architecture

Site Map Validation

Testing whether a proposed structure works for users before design and development so navigation and findability can be refined.

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Information Architecture

Information Scent Testing

Evaluating whether labels, links, headings, and previews give users enough directional cues to keep moving confidently.

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Information Architecture

Wayfinding Review

Assessing whether orientation cues and contextual signals help users understand where they are and how to move through a product.

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User Experience

User Journey Mapping

Visualising the end-to-end user experience so teams can understand pain points, emotions, and opportunities across a full journey.

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User Experience

Customer Journey Mapping

Visualising the full customer experience across channels so teams can identify gaps, pain points, and opportunities across the lifecycle.

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User Experience

Experience Mapping

Visualising the broader human experience around a goal so teams can understand context, unmet needs, and opportunities beyond the product.

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User Experience

Task Analysis

Breaking down a specific task into steps, decisions, and dependencies so complexity can be reduced and workflows improved.

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User Experience

Hierarchical Task Analysis

Breaking down complex tasks into goals, sub-tasks, and plans so structure, dependencies, and risks are easier to understand.

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User Experience

Cognitive Task Analysis

Understanding the thinking, judgement, and mental processes behind tasks so systems can better support complex decisions.

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User Experience

Scenario Mapping

Exploring realistic user situations and contexts so teams can design for real-world behaviour rather than idealised paths.

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User Experience

Scenario Creation

Creating realistic, research-based user scenarios so design and testing can be grounded in credible real-world use cases.

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Strategy

Job Mapping

Breaking down a job to be done into core stages so unmet needs, constraints, and innovation opportunities become clearer.

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Strategy

Jobs To Be Done Interviews

Understanding why people choose, switch, or abandon products by exploring the motivations and forces behind real decisions.

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Strategy

Goal Analysis

Defining what users are really trying to achieve so products can be shaped around intent, priorities, and real needs.

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User Experience

Workflow Mapping

Visualising how work moves across people, systems, and touchpoints so bottlenecks, handoffs, and inefficiencies become clearer.

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User Experience

Process Mapping

Visualising a process step by step so decisions, delays, inefficiencies, and opportunities to simplify become clearer.

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User Experience

Emotional Journey Mapping

Mapping how users feel across a journey so moments of frustration, confidence, and trust can be understood and improved.

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User Experience

Pain Point Mapping

Identifying and visualising where users struggle so issues can be prioritised, understood, and fixed more effectively.

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Strategy

Opportunity Mapping

Turning research and pain points into prioritised opportunities so teams can move from insight to action more clearly.

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User Experience

Service Blueprinting

Mapping the user-facing experience alongside backstage processes, systems, and handoffs so services can be improved end to end.

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Strategy

Ecosystem Mapping

Visualising the wider system around a product or service so dependencies, relationships, risks, and opportunities become clearer.

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Strategy

Stakeholder Mapping

Identifying and organising stakeholders so influence, priorities, relationships, and potential conflicts are clearer.

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User Experience

Actor Mapping

Identifying the people, roles, and systems involved in an experience so interactions, responsibilities, and dependencies are clearer.

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Strategy

Channel Analysis

Evaluating how channels perform and connect so cross-channel gaps, inconsistencies, and integration opportunities become clearer.

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User Experience

Touchpoint Mapping

Identifying and visualising every user interaction so touchpoint gaps, inconsistencies, and friction can be improved across the experience.

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User Experience

Moments of Truth Mapping

Identifying the high-impact moments in a journey so teams can prioritise the interactions that most affect trust, conversion, and drop-off.

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User Experience

Service Safaris

Experiencing a service first-hand so teams can uncover real-world friction, inconsistencies, and opportunities across the journey.

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User Experience

End-to-End Journey Testing

Testing complete journeys across steps, touchpoints, and channels so breakdowns, friction, and failures can be found and fixed.

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User Experience

Co-design Workshops

Bringing users, stakeholders, and teams together to generate ideas, align early, and shape solutions collaboratively.

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User Experience

Participatory Design

Involving users as active design collaborators so solutions are shaped by real needs, context, and ongoing shared input.

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User Experience

Design Studios

Running fast, structured sketch-and-critique workshops so teams can explore ideas quickly and align on direction.

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User Experience

Sketching Sessions

Using quick, low-fidelity sketches to explore multiple design ideas rapidly before committing to a direction.

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User Experience

Brainwriting

Generating ideas through structured written rounds so participation is balanced, bias is reduced, and concepts improve through iteration.

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User Experience

Crazy 8s

Using a time-boxed sketching sprint to generate eight ideas in eight minutes and push beyond obvious concepts quickly.

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User Experience

Ideation Workshops

Running structured collaborative sessions to generate, refine, and prioritise ideas so teams can move from problem to direction quickly.

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User Experience

Storyboarding

Visualising a user experience as a sequence of moments so teams can understand flow, context, and opportunities before building.

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User Experience

Bodystorming

Acting out scenarios in context to uncover real-world behaviours, constraints, and interaction issues before building.

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User Experience

Role Play

Acting out scenarios from different viewpoints to uncover interaction gaps, communication issues, and decision-making friction.

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User Experience

Paper Prototyping

Testing low-fidelity interface ideas on paper to validate flows and usability quickly before investing in build.

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User Experience

Low-fidelity Prototyping

Creating simple prototypes to test structure and flow early so teams can iterate quickly before visual polish or build.

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User Experience

High-fidelity Prototyping

Creating realistic interactive prototypes to validate detailed design decisions, interactions, and readiness before development.

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User Experience

Clickable Prototype Testing

Testing interactive prototypes with users to validate flows, navigation, and usability before development begins.

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User Experience

Experience Prototyping

Simulating end-to-end experiences in context to test how digital, physical, and human elements work together.

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User Experience

Wizard of Oz Testing

Simulating complex system behaviour behind the scenes so user interactions can be tested before expensive development.

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Strategy

Concierge Testing

Delivering a service manually to validate user value and demand before investing in automation or full product build.

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Strategy

Fake Door Testing

Measuring real demand for unbuilt ideas by tracking interactions with realistic entry points before investing in development.

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User Experience

Smoke Testing

Running a quick, lightweight check of core flows to catch major issues before deeper usability testing or development.

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Conversion Optimisation

A/B Testing

Comparing live variations with controlled experiments to identify which design or content change performs better.

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Conversion Optimisation

Split Testing

Comparing fundamentally different versions of an experience by splitting live traffic to identify the stronger overall direction.

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Conversion Optimisation

Multivariate Testing

Testing combinations of multiple page elements to identify which interactions and configurations drive the best performance.

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Conversion Optimisation

Conversion Path Analysis

Analysing the real routes users take before converting to identify successful patterns and friction across non-linear journeys.

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Conversion Optimisation

Landing Page Testing

Testing landing page variations to identify what improves conversion, clarity, and engagement for a defined campaign goal.

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Conversion Optimisation

CTA Testing

Testing call-to-action wording, placement, and design to improve click-through and conversion on key pages and journeys.

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Conversion Optimisation

Trust Signal Testing

Testing credibility elements like reviews, badges, and guarantees to reduce hesitation and improve conversion at decision points.

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Conversion Optimisation

Exit Intent Surveys

Capturing feedback at the moment users are about to leave to uncover objections, friction, and missed expectations.

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Conversion Optimisation

Abandonment Analysis

Identifying where users abandon key journeys to uncover friction points and improve completion and conversion rates.

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Accessibility

Accessibility Audit

Evaluating interfaces against accessibility standards to identify barriers, prioritise fixes, and improve inclusive usability.

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Accessibility

WCAG Review

Assessing interfaces against WCAG criteria to identify compliance gaps, prioritise remediation, and support accessible usability.

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Accessibility

Screen Reader Testing

Testing with screen readers to identify structural, semantic, and interaction barriers for users with visual impairments.

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Accessibility

Keyboard Navigation Testing

Testing interfaces with keyboard-only interaction to uncover focus, navigation, and accessibility barriers.

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Accessibility

Colour Contrast Testing

Checking contrast ratios across text and UI elements to improve readability, accessibility, and WCAG compliance.

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Accessibility

Assistive Technology Testing

Testing real journeys with assistive technologies to uncover practical usability barriers beyond checklist compliance.

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Accessibility

Inclusive Usability Testing

Testing with diverse participants to uncover exclusion points and improve usability across abilities, contexts, and needs.

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Content

Plain Language Review

Reviewing content for clarity, simplicity, and readability so users can understand and act without confusion.

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Content

Readability Testing

Evaluating reading ease and comprehension to simplify content and improve usability for the target audience.

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Content

Content Audit

Evaluating content quality, relevance, and consistency to identify gaps, remove clutter, and improve content effectiveness.

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Content

Content Inventory

Cataloguing all content assets to create visibility, ownership, and a reliable baseline for audits and optimisation.

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Content

Content Mapping

Mapping content to user needs and journeys to identify gaps, overlaps, and alignment opportunities.

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Content

Content Gap Analysis

Identifying missing or underperforming content to improve user task support and align content with business goals.

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Content

Tone of Voice Testing

Testing how language style and personality are perceived to improve clarity, trust, and engagement.

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Content

Cloze Testing

Measuring comprehension by removing words from content and analysing how accurately users fill the gaps.

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Content

Terminology Testing

Testing labels and product language to ensure terms are clear, recognisable, and consistently understood.

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Content

Microcopy Testing

Testing small, functional text in context to improve clarity, reduce errors, and help users complete tasks confidently.

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Content

Message Testing

Testing notifications and user-facing messages in context to improve comprehension, timing, and actionability.

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Research

Affinity Mapping

Grouping qualitative observations and ideas to reveal patterns, themes, and actionable insights.

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Research

Thematic Analysis

Analysing qualitative data to identify meaningful recurring themes and convert them into actionable insights.

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User Experience

Interaction Audit

Reviewing interactive elements for consistency, predictability, and usability to reduce friction across key flows.

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Strategy

Proto-Personas

Creating assumption-based early user profiles to guide design and prioritise what to validate through research.

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Strategy

Behavioural Segmentation

Grouping users by observed behaviours to tailor experiences, prioritise improvements, and drive data-informed UX decisions.

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Research

Empathy Mapping

Mapping what users say, think, feel, and do to build shared understanding and design with empathy.

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Research

Mental Model Mapping

Mapping how users think and reason about a system to align product structure with real expectations.

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Strategy

Jobs To Be Done (JTBD)

Identifying the functional, emotional, and social jobs users need done to guide product and UX decisions.

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Strategy

Kano Analysis

Categorising features by satisfaction impact to prioritise must-haves, performance drivers, and delighters.

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Strategy

Assumption Mapping

Mapping assumptions by certainty and impact to prioritise validation and reduce product and design risk.

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Strategy

Assumption Testing

Testing high-risk assumptions with lightweight experiments to reduce uncertainty and guide product decisions with evidence.

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Strategy

Feature Prioritisation

Ranking features by user value, business value, effort, and risk to focus roadmap delivery on highest-impact outcomes.

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Strategy

RICE Scoring

Scoring initiatives by Reach, Impact, Confidence, and Effort to prioritise roadmap work transparently.

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Strategy

MoSCoW Prioritisation

Categorising work into Must, Should, Could, and Won’t to align scope, trade-offs, and delivery priorities.

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User Experience

Preference Testing

Comparing options with users to understand which they prefer and why before committing to a direction.

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User Experience

Visual Hierarchy Testing

Evaluating how users perceive visual importance to improve attention flow, clarity, and task completion.

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User Experience

First Impression Testing

Testing users’ first-seconds reactions to improve attention, trust, and immediate comprehension.

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User Experience

UI Consistency Review

Reviewing interface patterns for visual and behavioural consistency to improve clarity, trust, and usability.

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User Experience

Icon Comprehension Testing

Testing whether users correctly interpret icons so visual cues support clear navigation and action.

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Strategy

Support Ticket Analysis

Analysing support requests to uncover recurring user pain points, prioritise fixes, and reduce product friction.

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Strategy

Call Centre Analysis

Reviewing support calls and related interactions to identify recurring friction, root causes, and UX improvement opportunities.

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Strategy

Sales Call Analysis

Analysing sales conversations to uncover user motivations, objections, and opportunities to improve conversion and UX.

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Strategy

Review Mining

Analysing customer reviews to uncover recurring pain points, sentiment trends, and opportunities for UX and product improvement.

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Strategy

Complaint Analysis

Examining complaints to identify recurring root causes, reduce frustration, and prioritise UX and product improvements.

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Strategy

Social Listening

Monitoring online conversations to uncover sentiment, recurring pain points, and emerging opportunities for UX improvement.

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Strategy

Five Why’s

Using repeated ‘why’ questioning to identify root causes behind recurring UX and product issues.

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LET'S WORK TOGETHER

Ready to improve your product?

UX, research and product leadership for teams tackling complex digital services. The work usually starts where things have become harder than they need to be: unclear journeys, inconsistent products, competing priorities, or teams trying to move forward without a clear direction. I help simplify the problem, shape the right next step, and turn complexity into something people can actually use.

Previous feedback

Will Parkhouse

Senior Content Designer

01/20