Free download
UX research planning & logistics guide
Checklists and tips for running local and global research projects, from vendor kickoff to closeout.
Free download
Multi-market research comes with a lot of moving parts. This guide breaks down our Local and Global Research Management framework into practical, phase-by-phase checklists so nothing slips through the cracks, whether you’re running a single-market study or coordinating vendors across a dozen countries.
What’s inside:
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Pre-project and vendor alignment checklists, including the "one-link" rule for keeping vendors on the same page
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Strategic kickoff meeting logistics, from agenda structure to handling interpreter lag
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Study blindness and PII management protocols to protect data integrity
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Recruitment and participant tracker best practices for multi-market studies
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A roles and responsibilities matrix clarifying who owns what across lead teams and local vendors
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Informed consent form (ICF) quality assurance to keep signatures legally sound across every market
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Technology, facility, and session management tips for smooth fieldwork
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Data collection and reporting workflows that cut down on manual synthesis
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A project closeout checklist to wrap up cleanly and securely
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UX research planning & logistics guide
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