Course Curriculum

6 Sections
00

What Pain Points Do Internal Research Panels Solve?

3 Lessons 14 min
  • Course Overview & Downloads 4 min
  • How Could a User Panel Benefit You? 6 min
  • Case Study: Issues That Caused Me To Build a Research Panel 4 min

Resources Provided

  • 0.1_CheatSheet_Internal-Research-Panels (PDF)
01

Creating a Plan

3 Lessons 44 min
  • Making a Strong Business Case for Building a Panel 7 min
  • How to Identify Panelist Requirements 6 min
  • What Should Your Panel Be Capable Of (at a Minimum)? 7 min

Practice Activities

  • Prepare Your Business Case (Instructions) 19 min
  • Prepare Your Business Case (Walkthrough) 5 min
02

Choosing Your Tools and Setup

3 Lessons 36 min
  • Lola’s Research Panel Shopping List 3 min
  • Types of Panel Management Tools 6 min
  • AI and Automation in Panels 5 min

Practice Activities

  • Apply the Research Panel Shopping List to 3 Companies (Instructions) 18 min
  • Apply the Research Panel Shopping List to 3 Companies (Walkthrough) 4 min
03

Growing Your Panel

2 Lessons 43 min
  • Where to Find Your Panelists 8 min
  • Creating Your Opt-In Form 12 min

Practice Activities

  • Build an Opt-In Strategy (Instructions) 17 min
  • Build an Opt-In Strategy (Walkthrough) 6 min
04

Maintenance and Governance of Your Panel

5 Lessons 61 min
  • Defining Rules for Panel Use 13 min
  • Creating Your Panel Request Form 4 min
  • Study Invitation Emails: Recommendations and Examples 11 min
  • How Many Panelists Should You Invite to Studies? 7 min
  • Help Wanted! Becoming the Panel Owner 7 min

Practice Activities

  • Govern Your Panel (Instructions) 17 min
  • Govern Your Panel (Walkthrough) 2 min
05

Maintaining Your Panel Health

5 Lessons 53 min
  • Maintaining Participant Motivation 5 min
  • Tracking Panelist Engagement 9 min
  • Tracking Panel Representativeness 9 min
  • Watch Me Conduct a Panel Health Audit 7 min
  • Conclusion 2 min

Practice Activities

  • Conduct a Panel Health Audit (Instructions) 17 min
  • Conduct a Panel Health Audit (Walkthrough) 4 min

Learning Outcomes

  • Convince stakeholders to invest in a research panel
  • Select the appropriate tool or method for hosting your panel
  • Set up autonomous workflows for inviting and onboarding new panel members
  • Establish governance practices that protect the panel from abuse and deterioration
  • Measure the panel’s effectiveness to optimize its usefulness

Course Preview

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Tools Used in This Course

All resources can be accessed through a standard PDF reader.

Turn Problems Into Solutions

Save time and money by building and defending your panel

  • Pinpoint exactly where your current recruiting process is failing and causing delays
  • Convince skeptical stakeholders that a panel will save both time and money
  • Build a "Minimum Viable Panel" that focuses on your most frequent research needs first

Build and maintain a high-quality pool of participants

  • Collect the right participant data with an intake form to ensure every study has a perfect match
  • Keep panelists motivated so they stay responsive on your list for the long term
  • Replace messy spreadsheets with a secure, organized system

Establish processes that support your panel in the long term

  • Set clear governance for when and how the panel should be used by your team, and by others
  • Distribute participation across the panel to get a variety of inputs that align with business goals
  • Analyze key metrics to determine strengths and weaknesses across engagement, health, and representation

Frequently Asked Questions

How long will I have access to this course?
Once purchased, your access will never expire. This ensures you can learn at your own pace and return to review content as often as you'd like, whenever you need.
Will I get personalized instructor feedback on course activities?
No, personalized feedback is not provided for activities completed during the course. Most courses provide answer keys to activities that help learners reflect on their progress and understanding of course materials and examples.
What content can I download?
You can download a variety of resources provided with each course, including templates, how-to guides, cheat sheets, posters, reading lists, and more. Video lessons provided in all courses will not be available for download.
Can I access this course offline or on a mobile device?
Offline access isn't available yet, although we plan to add it. Most courses offer downloadable resources for offline reference.

For the best experience, mobile devices are not recommended.
Is this course eligible for the NNGroup UX Certification Program?
Unfortunately, self-paced courses do not count toward UX Certification. However, learners who complete the final exam will receive a “Recognition of Completion” to demonstrate their achievement.

See our Live Online courses for options that count toward UX Certification.
What can I share with my employer to show I’ve completed the training?
Upon completing a course’s final assessment, you will receive a “Recognition of Completion” showcasing your dedication to learning the topic. This document can be shared with your employer or professional network to demonstrate your new skills and commitment to professional development.