UX Research Scope of Work Form

Planning a user experience research project requires clear documentation of scope, methodology, timelines and deliverables. This UX Research Scope of Work Form helps agencies, design teams, and UX professionals establish crystal-clear project parameters with clients or internal stakeholders before research begins.

Whether you're conducting usability testing, user interviews, card sorting studies, or comprehensive UX audits, this template walks you through defining every critical element: participant recruitment specifications, testing methodologies, session scheduling, analysis frameworks, and final deliverables. By capturing all requirements upfront, you reduce scope creep, align expectations, and set your research project up for success.

Paperform makes it easy to collect detailed scope information in a format that feels professional and easy to navigate. With conditional logic, you can show relevant methodology options based on research type, and with integrated Stepper workflows (stepper.io), you can automatically route approved scopes to project management tools, create calendar events for research sessions, and notify team members when it's time to begin recruitment or analysis phases.

Built for UX researchers, product designers, digital agencies, and innovation teams who need to document research scope with precision while maintaining a collaborative, client-friendly experience.