Research, Backlog and Metrics Templates

Research Plan Template

# Research Plan

## Research Objective

[What do we need to learn?]

## Research Questions

- [Question]

## Users or Participants

- [User group]

## Method

Interview / usability test / survey / analytics review / observation / workshop

## Recruitment Criteria

[Criteria]

## Materials Required

- [Material]

## Risks and Ethics

[Privacy, consent, sensitivity or accessibility considerations]

## Outputs

- findings summary
- user needs
- recommendations
- evidence notes

User Need Template

As a [user type]
I need to [achieve outcome]
So that [reason or value]

Evidence:
- [Research finding or source]

Backlog Item Template

# Backlog Item

## Title

[Title]

## Type

User story / technical task / research task / security task / defect / documentation

## Description

[Description]

## Value

[Why this matters]

## Acceptance Criteria

- [Criterion]

## Dependencies

- [Dependency]

## Security or Data Considerations

[Considerations]

## Estimate

[Estimate]

## Owner

[Owner]

Service Metric Template

# Service Metric

## Metric Name

[Metric]

## Purpose

[What decision does this support?]

## Data Source

[Source]

## Frequency

[Daily / weekly / monthly]

## Owner

[Owner]

## Target or Threshold

[Target]

## Action if Threshold Breached

[Action]

Retrospective Action Template

# Retrospective Action

## Observation

[What happened?]

## Impact

[Why it matters]

## Action

[What will change?]

## Owner

[Owner]

## Due Date

[Date]

## Review Outcome

[Did it work?]