There are a lot of user research methods out there, but sometimes we get stuck in a rut, conducting all formative usability testing before coding, or running surveys to gather satisfaction data. I'll be the first to admit that it happens to me, but to get out of a rut, it just takes a minute to look at where I am in the design & development cycle, what kind(s) of data I need, and what methods are available to me. We need reminders, or refreshers, every once in a while.

One tool I've found useful is a graphic organizer that I created many years ago. It's been through several revisions, as I've adapted it to the product cycles of the places I've worked, changed my mind about how to categorize it, and added methods that I've used or created over time.

I shared a version of this table at the 2012 International UPA conference, and I was contacted by someone yesterday who wanted to use it in a university course on user-center design. I was flattered at the the thought, but embarrassed, because I was sure it needed updating -- that was a year ago, after all. But I opened it today, and really, there's not much I'd change -- sure, I could add some nuance regarding what types of formative testing, such as modality (remote, unmoderated remote, or in-person) or flavor of testing (RITE, RITE-Krug, comparative, performance), but I think it's pretty much ok as is. Click on the image below, to get the full-size PDF.

And whether it's entirely "right" or "wrong" isn't the whole value of looking at these methods across the product lifecycle. The real value lies in the reminder that I have options. And what those options are change as the field changes, so while I don't expect this graphic to have an eternal shelf life, it's still ok a year after I last updated it.

That said, if you find something missing or out of place, let me know :)