Template for Project Planning

Last updated: April 21, 2026

Optional template to help your team plan a successful study launch.

Planning ahead for your study launch can help your team to stay on track with your research timeline and anticipate potential challenges that could arise.

If you're working with the Outset team, we'll often check in about these questions below to help make sure we understand your research needs.

Research Topic

What are the high-level details of your study?

Interview type

  • Standard AI Interview

    • Video, voice, or text interaction with multiple question types (learn more here - LINK):

  • Usability Testing

    • Share screen ("Task Question"), interact with live sites, apps, or prototypes on mobile and/or desktop devices, and a mix of other question types

Use case

  • Concept testing

  • Market strategy / Competitive research

  • Brand research

  • Creative testing (e.g., ads/ marketing)

  • Customer experience

  • Segments & personas

  • User experience & Usability

  • Diary Study (🚀 Coming soon!)

  • Shop-along (🚀 Coming soon!)

Research objectives

  1. XXX

  2. XXX

  3. XXX

Study length

Planned length (minutes):

Planned length (questions):

Recruiting Plan

Who do you plan to recruit, and how do you plan to recruit them? What potential recruiting challenges can be solved for in advance?

Target audience

What requirements do you have for your audience?

Number of interviews

Total number of interviews:


​Will this be split across certain subgroups (e.g., half men, half women?)

Recruiting plan

  • Recruit with Outset’s integrated panels (Prolific or User Interviews)

  • Recruit externally (with other panel)

  • Recruit externally (customer database or other contact list you have sourced)

Incidence rate

What is your expected incidence rate for your target audience?

What if any characteristics could make this audience more difficult to source?

Geographies

Language needs

Planned recruiting budget

What is your planned budget per participant, and in total?

Do you have room for additional incentive if needed, if recruitment is lagging?

Planned Timeline

What is your planned timeline for research? Are there any key dates or deadlines?

Guide written and finalized

(with client approval, if relevant)

Guide added to Outset and tested by team

(If relevant) “Soft launch” of study

Recommended if your timeline permits

Full launch - Interviews begin

Interviews complete

Analysis begins

Analysis ends

Presentation of results