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Use when planning or running user interviews, building personas or JTBD job stories, designing a competitive audit, synthesizing research data, or framing insights and How-Might-We questions for ideation.
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SOC 職業分類に基づく
Use when work context must transfer to another session or person. Triggers: create a handoff, hand off this work, summarize context for the next session, prepare a handoff.
Use when a result, experiment, or analysis must be reproducible by others or by a future session. Triggers: make this reproducible, capture provenance, pin the environment for this result, why can't I reproduce X.
Use when research or scientific code must be trustworthy — verifiably correct, regression-safe, and numerically stable. Triggers: harden this code, is this numerically correct, add regression tests vs known results, make the research code robust.
Use when an approved implementation plan (a docs/rse/specs/plan-*.md file) exists and the next step is writing the code. Triggers: implement the plan, execute the plan, start building, run the plan.
Use when an existing implementation plan needs changes before or during execution. Triggers: update the plan, change the plan, add a phase, revise scope, incorporate experiment results.
Use when a feature, refactor, or multi-file change needs to be designed before coding. Triggers: plan X, design the implementation, how should we build X, create an implementation plan.
| name | user-research |
| description | Use when planning or running user interviews, building personas or JTBD job stories, designing a competitive audit, synthesizing research data, or framing insights and How-Might-We questions for ideation. |
| metadata | {"references":["references/interview-guide.md","references/jtbd-framework.md","references/persona-templates.md","references/synthesis-methods.md"]} |
| Question | Method | Time | Output |
|---|---|---|---|
| Why do users do X? | Interviews (5-8) | 1-2 wk | Transcripts, themes |
| How does work actually happen? | Contextual inquiry | 1-3 wk | Field notes, workflows |
| How many feel X? | Survey | 1-2 wk | Stats, distributions |
| How do users group content? | Card sort | 3-5 d | Clusters, dendrograms |
| Does the design work? | Usability test (5-8) | 1-2 wk | Task success, issues |
| Behavior over time? | Diary study | 2-4 wk | Longitudinal data |
| Which variant wins? | A/B test | 1-4 wk | Significance data |
| What patterns at scale? | Analytics review | 1-3 d | Funnels, drop-offs |
Pair one qualitative (why) with one quantitative (how many) per question.
Spend ≥ 5-8 interviews before drafting a primary persona.
Name: [First name + last initial]
Role: [Job title or life role]
Demographics: [Age range, location, tech comfort]
Goals: [2-3 primary]
Frustrations: [2-3 recurring]
Behaviors: [Habits, tools, workflows]
JTBD: [Job story]
Quote: [Verbatim from research]
Name: Maria T.
Role: PM, mid-stage B2B SaaS
Demographics: 32-38, urban, high tech fluency
Goals: Ship faster without sacrificing quality; align eng+design;
prove ROI to leadership
Frustrations: Disconnected tools; mid-sprint requirement churn;
feedback synthesis at scale
Behaviors: Lives in Slack/Linear; weekly user calls; async-first
JTBD: When planning next quarter's roadmap, I want to quantify
which user problems matter most, so I can defend
prioritization to the executive team.
Quote: "Gut feelings don't survive a board meeting."
More templates: persona-templates.md.
"When [situation], I want to [motivation], so I can [outcome]."
Write functional + emotional + social variants per job. Detail and switch-interview method: jtbd-framework.md.
For each competitor, score 1-5 across criteria:
| Criterion | Acme | Globex | Initech | Notes |
|---|---|---|---|---|
| Onboarding clarity | 4 | 2 | 3 | Acme uses progressive disclosure |
| Feature parity (core) | 5 | 4 | 3 | All cover the must-haves |
| Pricing transparency | 2 | 5 | 4 | Acme hides Enterprise tier |
| IA / findability | 3 | 4 | 2 | Initech buries reports 4 levels deep |
| Visual design polish | 5 | 3 | 2 | Globex uses stock imagery |
| Accessibility (axe pass) | 1 | 3 | 4 | Acme has 12 violations on hero |
| Mobile experience | 4 | 2 | 3 | Globex non-responsive at <768px |
| Performance (LCP) | 1.8s | 4.2s | 2.9s | Acme leads |
| Content/docs | 5 | 3 | 2 | Acme has best DX writing |
| Support channels | 3 | 5 | 2 | Globex offers 24/7 chat |
| Integrations | 5 | 2 | 3 | Acme has 80+ |
| Community | 4 | 1 | 2 | Acme runs active forum |
Gap = criteria where ALL competitors score ≤ 2 → that's your wedge. Process detail: interview-guide.md.
Two reviewers score independently. For any criterion where scores diverge by > 1 point, reconcile before publishing. Target: ≥ 80% within-1 agreement.
"We observed [X]. We were surprised that [Y]. Because of this, we might [Z]."
1. We observed users abandon the settings page in <15s. We were surprised
that 8/10 could not find notification preferences. Because of this,
we might surface notification controls in the context where
notifications appear.
2. We observed users open Slack alongside our app in 7/10 sessions.
We were surprised that they use Slack to copy data out manually.
Because of this, we might add a native Slack export or integration.
3. We observed mobile users tap the export button accidentally on the
list screen. We were surprised that it had a 22% misfire rate. Because
of this, we might move primary actions out of the list scroll area.
4. We observed every interviewed admin keep a personal cheat-sheet doc.
We were surprised these docs all contained the same 6 commands.
Because of this, we might ship a built-in "common tasks" panel.
5. We observed first-month churners share a single behavior: zero
teammates invited. We were surprised that 0 of 12 saw the invite CTA.
Because of this, we might move team invite into onboarding day 1.
Methods + repository structure: synthesis-methods.md.