Notetaking for UX Research — 10 Tips

Mo Goltz
3 min readJan 3, 2024

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Enhancing UX Research with Effective Note-Taking Strategies

In the dynamic world of User Experience (UX) research, the art of note-taking is not just a skill but a powerful tool that bridges ideas and actionable insights. This blog post delves into the top ten strategies for mastering note-taking in UX research, ensuring that every researcher can capture the essence of their findings with precision and clarity.

1. Grasp the Purpose of Your Notes

First and foremost, understanding the end goal of your notes is critical. Your notes should be tailored to be immediately applicable to your project, requiring minimal editing. This foresight saves time and enhances the relevance of your data.

2. Diversify Recording Methods

While traditional note-taking is indispensable, incorporating audio, video, and photographic recordings can add depth to your data. These methods complement each other, providing a comprehensive understanding of the user experience.

3. Explore Note-Taking Methods

The choice of note-taking tools should align with the interview’s context. From the tactile feel of pen and paper to the digital convenience of an iPad or computer, each method offers unique benefits. It’s about finding what works best for you in different scenarios.

4. Handwriting vs. Typing

Research suggests that handwriting notes can lead to better synthesis of information than typing. The act of writing by hand engages the brain in a deeper cognitive process, aiding in memory and understanding.

5. Utilize Efficient Tools

Leverage the power of digital tools like Google Docs, Notability, Scrivener, and others. These platforms provide versatility and efficiency, allowing for quick organization and analysis of data.

6. Consistency in Format

Maintain a uniform format, whether it’s bullet points or paragraphs. Consistency in note-taking ensures easy interpretation and organization. Employing templates can help structure your notes, capturing key insights systematically.

7. Coding and Tagging

Coding and tagging are essential in deciphering themes and patterns from your data. Effective tags should be concise and descriptive, acting as beacons to highlight important information.

8. Master Different Coding Techniques

Understanding various coding methods, such as deductive, inductive, axial, and selective coding, provides a nuanced approach to categorizing data, offering a clearer path to insights.

9. Techniques and Templates

Embrace a variety of note-taking techniques, like chronological logs or topical notes. Templates, such as the Cornell Method, can offer a structured approach to gathering data.

10. Catalog and Reflect

Post-interview, take the time to catalog and reflect on your notes. This practice not only ensures the accuracy of your data but also helps in identifying gaps and areas for further exploration.

Conclusion

Effective note-taking in UX research is not just about recording words; it’s about capturing the nuances of human interaction and experience. By adopting these ten strategies, UX researchers can elevate their practice, turning notes into a goldmine of insights and innovation. Remember, every note you take is a step closer to understanding the user’s journey, making your contribution invaluable in the landscape of UX design.

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Mo Goltz

Mo Goltz, has worked in-house and at startups as a UX Designer in Silicon Valley, and is a Research and Design Strategy consultant living in the midwest.