🚀Summer Sale: Get 30% off
Claim deal
UX research kickoff meeting notes template in Craft.

UX research kickoff meeting notes

Kickstart your UX project with our comprehensive UX research kickoff meeting notes template, designed to streamline your process and align your team for impactful research.

Share this Template


Streamline your UX research process with our UX research kickoff meeting notes template

Initiating a UX research project sets the groundwork for insightful, user-centered design. A crucial first step in this journey is the UX research kickoff meeting, where project teams align on objectives, methodologies, and timelines. Our kickoff meeting notes template is designed to ensure thorough documentation of the meeting's outcomes, setting a clear direction for the project.

What's a UX research kickoff meeting?

A UX research kickoff meeting is a gathering of the project team to outline the research phase of a UX project. It's where goals are set, methodologies are chosen, and timelines are established, creating a unified understanding and approach to understanding user needs.

To prepare for an effective and insightful meeting, start with our UX research kickoff meeting agenda template.

What's inside this UX research kickoff meeting notes template?

Our template ensures every critical aspect of your kickoff meeting is documented, featuring:

  • Detailed sections for comprehensive coverage: Each agenda item is given its own space for notes, ensuring comprehensive documentation from introductions to conclusions.
  • Goals and objectives alignment: Clarify and record research goals, and discuss their alignment with overall project objectives.
  • Methodologies and tools overview: Detail the selected research methods and tools, setting a clear path for your team's approach.
  • Timelines and milestones documentation: Define and note important project milestones and deadlines, providing a roadmap for the research phase.
  • Participant recruitment strategies: Document strategies for recruiting research participants, setting the stage for effective data collection.
  • Ethics and privacy commitments: Document your project's commitment to ethical practices and privacy standards.

Benefits of using this template

  • Enhanced team alignment: Using this template for your meeting documentation ensures every team member is on the same page regarding the project's goals, methodologies, and expectations, facilitating a smoother research process.
  • Streamlined documentation: It provides a structured format for capturing essential information, making it easier to refer back to decisions and discussions at any project stage.
  • A clear roadmap: This template helps in recording a clear, actionable plan for the research phase, including timelines and milestones, which is essential for effective project management and accountability.
  • Effective participant strategy: It helps outline a clear plan for participant recruitment, ensuring the research reaches the right users to gather meaningful insights.
  • Ethical and privacy standards upheld: Documenting your meeting with this template reinforces the importance of ethical considerations and compliance with privacy laws, building trust among participants and stakeholders.
  • Foundational reference point: It acts as a central reference document for the project, guiding both current research activities and informing future projects.

Ready to transform your UX research?

Begin your UX research project with clarity and structure. Our UX research kickoff meeting notes template ensures your kickoff meeting lays a strong foundation for a research process that is insightful, efficient, and aligned with your project's goals.
Get started on your UX research project with confidence. Get this template to ensure a productive and comprehensive kickoff meeting.

Trusted by millions, including teams at

Select customers using Craft

Discover More Templates

Take impactful to a whole new level

Always with you

Organize any time, anywhere across your entire ecosystem – on or offline

Easy to use

Just open, write and organize – no interruptions, no heavy-lifting, no steep learning curve

Works your way

Personalize to your heart’s content – you run the app, not the other way round

Powerful Features

Blocks, tables and markdown, subpages, cards and bi-directional linking – Craft is jammed with brilliant features that make styling and formatting a breeze

Get in or get out

Super-fast import and export – and easy handling of multiple file types

Offline first

Native iOS stores content on your devices, so you’ll never lose your flow

Beautiful sharing

Quickly share with your clients, across your team – or just with your BFF

You’re not alone

Probably the best app community in the world

We’re here to help

The best support team in the world. Period.