Here’s a list of NN/g’s most useful introductory articles and videos about ResearchOps and related topics. Within each section, the resources are in recommended reading order.

For hands-on training, check out our full-day course, ResearchOps: Scaling User Research.

ResearchOps: An Overview

ResearchOps refers to the orchestration and optimization of people, processes, and craft in order to amplify the value and impact of research at scale.

ResearchOps is a specialized area of DesignOps focused specifically on components concerning user-research practices. It’s a collective term for efforts aimed at supporting researchers in planning, conducting, and applying quality user research. Common focus areas of ResearchOps practices include:

  • Participants: Recruiting, screening, scheduling, and compensating participants
  • Governance: Processes and guidelines for consent, privacy, and information storage
  • Knowledge: Processes and platforms for collecting, synthesizing, and sharing research insights
  • Tools: Enabling efficiencies in research through consistent toolsets and platforms
  • Competency: Enabling, educating, and onboarding others to perform research activities
  • Advocacy: Defining, sharing, and socializing the value of user research throughout the organization
Research Ops model with 6 areas: participants, governance, knowledge, tools, competency and advocacy
Our model of ResearchOps comprises 6 common focus areas: participants, governance, knowledge, tools, competency, and advocacy.

If you’re new to ResearchOps, start with the introductory resources below and then move on to the more advanced content included in this study guide.

Research Methods

These resources provide guidance on understanding and using the right research methods at the right time in the design process.

Number

 Link

Format

Description

1

UX Research Cheat Sheet

Article

20 research methods mapped across 3 dimensions and over time within a typical product-development process

2

UX Research Cheat Sheet

Video

3

When to Use Which UX Research Method

Video

5 criteria to determine the most effective UX-research method to use for your situation

4

Secondary Research in UX

Article

How to gather prior research findings and other relevant information related to a new project to focus the scope and save money

5

Identify and Document Your UX Methods

Video

Tips for creating shareable documentation for each UX design or research method employed

6

Quantitative User-Research Methodologies: An Overview

Article

Overview of the most popular types of quantitative UX methods

7

Formative vs. Summative Evaluations

Article

When to use formative vs. summative evaluation methods

8

Triangulation: Get Better Research Results by Using Multiple UX Methods

Article

How to diversify user research methods for more reliable, valid results

9

Triangulation: Combine Findings from Multiple User Research Methods

Video

The following study guides offer more in-depth collections for creating protocols for specific types of UX-research methods:

Participant Management

These resources provide guidance on recruiting, screening, and managing research participants.

Number

 Link

Format

Description

1

How Many Participants for Quantitative Usability Studies: A Summary of Sample-Size Recommendations

Article

Recommendations for choosing an appropriate number of participants for quantitative usability tests

2

Why 5 Participants Are Okay in a Qualitative Study, but Not in a Quantitative One

Article

Rationale for the 5-participant guideline for qualitative usability testing

3

Recruiting and Screening Candidates for User Research

Article

Options for recruiting participants and recommendations for unbiased sampling

4

How to use Screening Questions to Select the Right Participants for User Research

Article

How to assess people’s characteristics without giving away the purpose of the study

5

How and Why to Recruit Backup Participants (aka “Floaters”) in User Research

Article

Why and how to intentionally overrecruit test participants for one-on-one user-research studies

6

When to Outsource the Recruiting of Test Users

Article

A comparison of the costs associated with outsourced and in-house recruiting

7

Incentives for Participants in UX Research

Video

Tips for deciding between monetary and nonmonetary incentives for test participants

8

Using Usability-Test Participants Multiple Times

Video

Issues related to using the same participant in usability tests multiple times

9

Recruiting Expert Users as Usability Study Participants

Video

5 tips for recruiting expert users for domain-specific application testing

10

Employees as Usability-Test Participants

Article

The risks of using internal employees as test participants

11 Catching Problem Participants in Remote Unmoderated Studies Article How to identify outliers, cheaters, and professional participants and remove their data from your analysis
12 Catching Cheaters and Outliers in Remote Unmoderated Studies Video

13

Best Practices for Building and Maintaining Your Own Research-Participant Database

Article

Tips for creating a research panel to quickly recruit target users for new studies

For more in-depth guidance on recruiting usability-testing participants, check out our free report: How to Recruit Participants for Usability Studies.

Governance

These resources provide guidance on how user research should be conducted to ensure it’s ethical and performed in line with data-protection best practices and regulation.

Number

 Link

Format

Description

1

Ethical Maturity in User Research

Article

Identifying how ethically mature your research practice is and where to improve

2

Obtaining Consent for User Research

Article

What informed consent means and key components of a consent form

3

Informed Consent for UX Research

Video

4

Maintaining the Privacy and Security of Research Participants’ Data

Article

Best practices for protecting participant data collected during research studies

5

Protecting Participant Data: 6 Best Practices

Video

Knowledge Management

Articles and videos for collecting, tracking, sharing, and enabling wider access to user research findings.

Number

 Link

Format

Description

1

Research Repositories 101

Article

Definition, common components and types of research repositories, and how to create one

2

Research Repositories 101

Video

3

Why Research Repositories Fail and How to Get Them Right

Article

Common mistakes made when creating research repositories and advice from UX and ReOps practitioners

4

Partner with Other Research Teams in Your Organization

Video

The benefits of exchanging data with the nonUX teams in your company who are collecting other forms of customer data

5

Tracking Research Questions, Assumptions, and Facts in Agile

Article

How to use a knowledge board to document research questions and assumptions

Tools

These resources provide guidance on selecting and setting up research tools and platforms so that research can be conducted effectively.

Number

 Link

Format

Description

1

Tools for Unmoderated Usability Testing

Article

Overview of platforms for unmoderated test sessions and how to choose the right one

2

Tools for Remote UX Workshops

Article

How to select the most useful and appropriate tools for various types of remote workshop activities

3

Tools for Running Remote UX Workshops

Video

4

Remote UX Work: Guidelines and Resources

Article

UX tools and tips to support remote collaboration

5

Tool Abundance in the Digital Workplace: Trendy or Troublesome?

Article

Using tool curation to preserve employee productivity and workplace experience

6

Supercharge UX Research by Automating Workflows and Repetitive Tasks

Article

How to streamline workflows and automate tasks through scripting

7

Automate Admin Tasks in the Research Process

Video

8

Planning Research with Generative AI

Article

Tips for creating a research panel to quickly recruit target users for new studies

Socialization and Advocacy

These resources help teams define, share, and socialize the value of UX research.

Number

Link

Format

Description

1

Involving Stakeholders in User Testing

Article

Inviting stakeholders to research sessions to increase buy-in and empathy

2

Tips for Motivating Stakeholders to Participate in User Research

Video

3

Communicating UX to Your Colleagues and Organization

Video

 

Applying UX methods to clearly explain UX work and value

 

4

How to Collaborate with Stakeholders in UX Research

Article

Guidance for collaborating with stakeholders in UX research to increase understanding and buy-in

 

5

Collaborating with Stakeholders

Video

For a broader understanding of DesignOps, of which ResearchOps is a specialized area, see our article, DesignOps: Study Guide.