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What’s the process of creating a backlog?
Step by step process:
1. Run a workshop with your team/s to first capture and prioritise research questions.
2. Using the template, move the identified research questions into the “Backlog” section. New research questions can also be added as they emerge.
3. Starting with the high priority questions, try to fill out as many of the columns as possible
4. Based on the importance and effort estimates, pull the research questions that you are confident you can deliver that month (you can change this to weekly/quarterly if needed) into the “Monthly Backlog”.
5. Set up a regular meeting (Every two weeks, or monthly) with you key stakeholders (Product, Design etc.) to review the Monthly Backlog and confirm what the high priority projects are.
6. Once you pick up a research question, move it into the “In Progress” section
7. As you progress with the project, you can update the “Status” column accordingly to keep stakeholders informed e.g. Planning, Testing, Analysis, Reporting
8. Once the project has completed, move it into the “Completed” section. You may wish to add a link to your final report in the “Status” column.
Squad/Tribe/Area — which squad/tribe/area would this work fall under?
Key stakeholders — who are your key stakeholders for this project?
Research question — what’s the question you’re trying to answer?
Type — is this evaluative or discovery research? Keeping track of this over time, will help you to ensure there’s a good balance.
What’s involved? — what UX research methods could you use to answer the question?
UX Researcher Effort — how much effort will it be for you to complete this research? 1 = Low Effort (e.g. days), 2 = Medium Effort (e.g. weeks), 3 = High Effort (e.g. months).
Importance — how important is it to answer this research question? Think about the business and customer impact — you may want to rely on the POs to guide you on this. L= Low importance, M = Medium importance, H = High importance.
When is it needed by? — Is there a deadline for this work?
Who/what else could we rely on? — It may make more sense for another team to pick up this research question e.g. Analytics, Customer Insights.
How much do we know currently? — What previous research has been done? Are there insights from other teams/sources which we could use to help answer this question.
Experience designer and design teacher interested in well-being, accessibility and great design practices. Specialising in service design, product design and user research.
Managing Research and feeding hypothesis and areas to test into a regular research cadence are critical for mature user experience teams and products
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