Research Operations
Research repository best practices for 2026
A practical guide to structuring, tagging, and governing a research repository so insights stay discoverable and actionable for your whole org.
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Insights on expert networks, market research, UX research, and AI training from the CleverX team.
Research Operations
38 articles
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Research Operations
Why panels deliver bad data (and how to avoid it)
Six root causes of poor panel data quality, from fraud and profiling errors to panel fatigue, with concrete steps to vet providers and protect your findings.
Research Operations
Card sorting results template: how to document and present your findings
Stop staring at a blank document after your card sort. This template structures raw data into a shareable deliverable your whole team can act on.
Research Operations
Consumer research screener template: ready-to-use guide
A plug-and-play screener template for consumer research, with question-by-question guidance on qualifying shoppers, category users, and household decision-makers.
Research Operations
Focus group discussion guide template (ready to use)
Download a ready-to-use focus group discussion guide template, with timing, question types, and moderator notes for every section.
Research Operations
Research findings presentation template: structure, slides, and tips
Stop building decks from scratch. Use this research findings presentation template to structure insights, visuals, and recommendations in one repeatable format.
Research Operations
Research participant incentive guide: types, strategy, and best practices
Choosing the wrong incentive format costs you quality participants. This guide covers every incentive type, when to use each, rate strategy by audience, and common mistakes that inflate no-show rates.
Research Operations
Research participant screener template: a complete guide
Copy this adaptable screener template to qualify the right participants for any research method, from user interviews to usability tests and market surveys.
Research Operations
Research proposal template: how to write one that gets approved
Download a ready-to-use research proposal template and learn what each section needs to say to win sign-off from stakeholders and research ops teams.
Research Operations
Research repository template: build your own in 2026
Copy this research repository template covering folder structure, study metadata, tagging schema, and governance docs to get your insight archive running in a day.
Research Operations
Stakeholder interview questions template (ready to use)
40+ stakeholder interview questions organized by phase, plus a copy-paste template you can adapt for any project kickoff or discovery sprint.
Research Operations
User interview script template: a complete guide for UX researchers
Stop starting from a blank page. This user interview script template covers every session section, with guidance on what to include and why.