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Advice and tips on synthesizing insights and building research reports
Advice and tips on synthesizing insights and building research reports

Here are some tips we recommend

Russ Troester avatar
Written by Russ Troester
Updated over a week ago

You've conducted your research and are ready to present your findings. As you probably already know, you're likely presenting to a team who hasn’t conducted the research themselves, isn’t intimately involved, and likely doesn't have full interest in all the details, but just the highlights.

And that’s ok! ❤️

Use this as an opportunity to know your audience to better understand how to bring your team along.

Step 1. Create a design deck template. 📝

Make it clean and make it VISUAL! You’re the UX pro, demonstrate that through the experience you’re providing your audience in your Research Report. Charts, screenshots, Reels, quotes, etc.

Iterate as you kick off further research and continue to collect and share out insights. Templates evolve over time as we understand each new internal stakeholder need — and as the research needs evolve as well.

Step 2. Include an Executive Summary. 🔖

Include the purpose of the work + the 5 - 10 key, high-level takeaways from your study. What are the biggest a-ha’s? Consider if your audience were to only read this one page, what are those insights that can spark ideas and action?

Step 3. Share Audience Overview. 🗺

What was your sample size and audience for this study? What makes this group important?

Step 4. State your Research Questions. ❓

What were the problems you set our to understand? What did you discover? Identify anything that was inconclusive and/or requires further research.

Step 5. Keep the nitty gritty details in the Appendix.

There may be some who will want to see your spreadsheets, supporting docs, etc. However, your superpower is in how you engage your audience through the simple text and visuals that synthesize your complex research. ( See Step 1 😉 )

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