February 13, 2024
2

Fast Track Your Studies: 15+ Ready-to-Use Templates to Accelerate Insights

Research just got a whole lot easier. 🚀 With over 15 brand-new templates added to our template library, Optimal is here to help you fast-track your studies and accelerate your time to insights.

Our mission? To make research accessible for everyone, whether you're in product, design, marketing, or research. With templates, finding the right study for your needs has never been simpler.

Fast Track Your Research

    • Hit the ground running: Get pre-built templates designed to help you quickly set up studies that deliver results.
    • Accelerate insights: From screening questions to tasks, we’ve done the heavy lifting so you can customize these templates quickly for your own use and focus on analyzing data to inform decisions.

    What’s Included in Each Template?


    ✔️ Clear study goals—know what you'll learn

    ✔️ Best practices for study setup

    ✔️ Sample screener questions to target the right participants

    ✔️ Ready-to-go task suggestions

    How to Use Them


    Preview: View the participant’s study experience.

    Customize: Clone the template and tailor it to your unique needs.

    Explore New Use Cases


    Our templates are designed to empower teams to tackle a range of challenges. Here are just a few examples from our library:

    • Optimize your website or app signup flows
    • Organize and label your content
    • A/B test email designs
    • Design a new website navigation
    • Run usability tests for apps
    • Conduct market research
    • Prioritize features
    • Define your brand tone of voice

    Find Templates Built for You


    Filter by role or use case to discover the perfect starting point for your next project or get inspired for new ideas.

    Start Researching Today


    Already an Optimal Workshop user? Head to the Templates section of your Dashboard and explore what’s new.

    Not yet onboard? Try Optimal Workshop free for 7 days to get started.

    Share this article
    Author
    Optimal
    Workshop

    Related articles

    View all blog articles
    Learn more
    1 min read

    Prototype Testing: Validate Designs Early and Build with Confidence

    Investing in prototype testing and user-focused design isn't just about creating better products—it's a proven strategy to save costs, accelerate timelines, and drive customer loyalty. According to Forrester Research, companies that incorporate prototype testing in their design process can reduce development costs by 33% and cut collaboration time by 25%. UX-focused companies also see products hit the market 50% faster and loyalty rise by 240% (Forrester Research, Nielsen Norman Group)!

    Whether you're refining user flows, testing new concepts, or optimizing your onboarding experience or conversion flows, prototype testing helps ensure your designs hit the mark—before you invest too heavily in the build.

    With those benefits in mind, let's dive into how prototype testing can help you deliver user-centered designs efficiently and effectively. 

    Common Use Cases for Prototype Testing

    1. Test Onboarding and Sign-Up Flows
      How intuitive is your onboarding process? Prototype testing can help identify friction points, ensuring users can navigate and complete sign-ups seamlessly. For example, you can simulate different scenarios to determine whether users can easily register, set up accounts, or retrieve forgotten passwords.

    2. A/B Test Email Designs
      Test different layouts, calls-to-action (CTAs), or visual elements in your email prototypes to discover what resonates best with your audience. Measure metrics like click-through rates or time spent engaging with content to refine your design.

    3. Evaluate User Flows and Wireframes
      Whether you're testing a new feature, redesigning a user journey, or validating a wireframe, prototype testing gives you real-world insights. Observe how users interact with your design and identify areas for improvement before you move to development.

    4. Test Concepts
      Before launching a new idea, validate it through prototype testing. Let users interact with your concept to gauge feasibility and potential impact. This can save time and resources by helping you focus on ideas that resonate.

    5. Evaluate Conversion Flows
      Are users completing purchases or achieving desired outcomes? Use prototype testing to analyze conversion flows and pinpoint where users drop off. From landing pages to payment processes, you can optimize every step for success.

    6. Test User Interfaces (UI)
      Ensure your UI elements—buttons, navigation menus, or forms—are intuitive and accessible. Prototype testing can help you identify design inconsistencies or usability challenges early in the process.

    7. Conduct Usability Tests
      Have a new feature in development? Prototype testing lets you see how users interact with it, revealing insights that can guide refinements and improve overall satisfaction.

    Real-Life Prototype Testing Scenarios


    Airline

    Imagine your flight has been canceled. Ask how your customers self-service on the airline website to find new flight options. 


    Bank

    Have a prospect or customer interact with a prototype to open a business account online. Uncover usability issues and streamline the process.


    Insurance
    Imagine you’re interested in switching car insurance. Explore how intuitive it is for customers to view coverage details in an app, helping insurers improve navigation and accessibility.

    Prototype Testing Analysis & Insights


    Optimal’s prototype testing gives you a variety of analysis options to help you to evaluate the effectiveness and usability of your prototypes. Use these to see exactly how users navigate, where they face challenges, and what areas are proving to be successful.

    • Task-based scenarios: Observe how users complete tasks like purchasing a product or updating account settings and set correction paths and destinations.
    • Clickmaps: See how users navigate and locate information. See hits and misses on designated clickable areas, average task completion times, and heatmaps showing where users believed the next steps to be.
    • Task results: Gather insights into how long it took to take a task (time taken), misclicks, directness score (considering backtracks or incorrect pathways), and success score.
    • Participant paths: The Paths tab provides a powerful visualization, including thumbnails, to understand and identify common navigation patterns and potential obstacles participants encounter while completing tasks.
    • Video, audio, and/or screen recording: See how your users interact with and respond to your prototype. Listen to their thought process and pick up on nonverbal cues, like hesitation, frustration, or confusion to pinpoint areas for improvement or exploration.  


    Ready to use prototype testing to help your team reduce development costs and get a faster time to market? Get started in your account by creating a new prototype test.

    Not yet a user of Optimal? Sign up for a free 7-day trial.

    Learn more
    1 min read

    Clara Kliman-Silver: AI & design: imagining the future of UX

    In the last few years, the influence of AI has steadily been expanding into various aspects of design. In early 2023, that expansion exploded. AI tools and features are now everywhere, and there are two ways designers commonly react to it:

    • With enthusiasm for how they can use it to make their jobs easier
    • With skepticism over how reliable it is, or even fear that it could replace their jobs

    Google UX researcher Clara Kliman-Silver is at the forefront of researching and understanding the potential impact of AI on design into the future. This is a hot topic that’s on the radar of many designers as they grapple with what the new normal is, and how it will change things in the coming years.

    Clara’s background 

    Clara Kliman-Silver spends her time studying design teams and systems, UX tools and designer-developer collaboration. She’s a specialist in participatory design and uses generative methods to investigate workflows, understand designer-developer experiences, and imagine ways to create UIs. In this work, Clara looks at how technology can be leveraged to help people make things, and do it more efficiently than they currently are.

    In today’s context, that puts generative AI and machine learning right in her line of sight. The way this technology has boomed in recent times has many people scrambling to catch up - to identify the biggest opportunities and to understand the risks that come with it. Clara is a leader in assessing the implications of AI. She analyzes both the technology itself and the way people feel about it to forecast what it will mean into the future.

    Contact Details:

    You can find Clara in LinkedIn or on Twitter @cklimansilver

    What role should artificial intelligence play in UX design process? 🤔

    Clara’s expertise in understanding the role of AI in design comes from significant research and analysis of how the technology is being used currently and how industry experts feel about it. AI is everywhere in today’s world, from home devices to tech platforms and specific tools for various industries. In many cases, AI automation is used for productivity, where it can speed up processes with subtle, easy to use applications.

    As mentioned above, the transformational capabilities of AI are met with equal parts of enthusiasm and skepticism. The way people use AI, and how they feel about it is important, because users need to be comfortable implementing the technology in order for it to make a difference. The question of what value AI brings to the design process is ongoing. On one hand, AI can help increase efficiency for systems and processes. On the other hand, it can exacerbate problems if the user's intentions are misunderstood.

    Access for all 🦾

    There’s no doubt that AI tools enable novices to perform tasks that, in years gone by, required a high level of expertise. For example, film editing was previously a manual task, where people would literally cut rolls of film and splice them together on a reel. It was something only a trained editor could do. Now, anyone with a smartphone has access to iMovie or a similar app, and they can edit film in seconds.

    For film experts, digital technology allows them to speed up tedious tasks and focus on more sophisticated aspects of their work. Clara hypothesizes that AI is particularly valuable when it automates mundane tasks. AI enables more individuals to leverage digital technologies without requiring specialist training. Thus, AI has shifted the landscape of what it means to be an “expert” in a field. Expertise is about more than being able to simply do something - it includes having the knowledge and experience to do it for an informed reason. 

    Research and testing 🔬

    Clara performs a lot of concept testing, which involves recognizing the perceived value of an approach or method. Concept testing helps in scenarios where a solution may not address a problem or where the real problem is difficult to identify. In a recent survey, Clara describes two predominant benefits designers experienced from AI:

    1. Efficiency. Not only does AI expedite the problem solving process, it can also help efficiently identify problems. 
    2. Innovation. Generative AI can innovate on its own, developing ideas that designers themselves may not have thought of.

    The design partnership 🤝🏽

    Overall, Clara says UX designers tend to see AI as a creative partner. However, most users don’t yet trust AI enough to give it complete agency over the work it’s used for. The level of trust designers have exists on a continuum, where it depends on the nature of the work and the context of what they’re aiming to accomplish. Other factors such as where the tech comes from, who curated it and who’s training the model also influences trust. For now, AI is largely seen as a valued tool, and there is cautious optimism and tentative acceptance for its application. 

    Why it matters 💡

    AI presents as potentially one of the biggest game-changers to how people work in our generation. Although AI has widespread applications across sectors and systems, there are still many questions about it. In the design world, systems like DALL-E allow people to create AI-generated imagery, and auto layout in various tools allows designers to iterate more quickly and efficiently.

    Like many other industries, designers are wondering where AI might go in the future and what it might look like. The answer to these questions has very real implications for the future of design jobs and whether they will exist. In practice, Clara describes the current mood towards AI as existing on a continuum between adherence and innovation:

    • Adherence is about how AI helps designers follow best practice
    • Innovation is at the other end of the spectrum, and involves using AI to figure out what’s possible

    The current environment is extremely subjective, and there’s no agreed best practice. This makes it difficult to recommend a certain approach to adopting AI and creating permanent systems around it. Both the technology and the sentiment around it will evolve through time, and it’s something designers, like all people, will need to maintain good awareness of.

    Learn more
    1 min read

    Efficient Research: Maximizing the ROI of Understanding Your Customers

    Introduction

    User research is invaluable, but in fast-paced environments, researchers often struggle with tight deadlines, limited resources, and the need to prove their impact. In our recent UX Insider webinar, Weidan Li, Senior UX Researcher at Seek, shared insights on Efficient Research—an approach that optimizes Speed, Quality, and Impact to maximize the return on investment (ROI) of understanding customers.

    At the heart of this approach is the Efficient Research Framework, which balances these three critical factors:

    • Speed – Conducting research quickly without sacrificing key insights.
    • Quality – Ensuring rigor and reliability in findings.
    • Impact – Making sure research leads to meaningful business and product changes.

    Within this framework, Weidan outlined nine tactics that help UX researchers work more effectively. Let’s dive in.

    1. Time Allocation: Invest in What Matters Most

    Not all research requires the same level of depth. Efficient researchers prioritize their time by categorizing projects based on urgency and impact:

    • High-stakes decisions (e.g., launching a new product) require deep research.
    • Routine optimizations (e.g., tweaking UI elements) can rely on quick testing methods.
    • Low-impact changes may not need research at all.

    By allocating time wisely, researchers can avoid spending weeks on minor issues while ensuring critical decisions are well-informed.

    2. Assistance of AI: Let Technology Handle the Heavy Lifting

    AI is transforming UX research, enabling faster and more scalable insights. Weidan suggests using AI to:

    • Automate data analysis – AI can quickly analyze survey responses, transcripts, and usability test results.
    • Generate research summaries – Tools like ChatGPT can help synthesize findings into digestible insights.
    • Speed up recruitment – AI-powered platforms can help find and screen participants efficiently.

    While AI can’t replace human judgment, it can free up researchers to focus on higher-value tasks like interpreting results and influencing strategy.

    3. Collaboration: Make Research a Team Sport

    Research has a greater impact when it’s embedded into the product development process. Weidan emphasizes:

    • Co-creating research plans with designers, PMs, and engineers to align on priorities.
    • Involving stakeholders in synthesis sessions so insights don’t sit in a report.
    • Encouraging non-researchers to run lightweight studies, such as A/B tests or quick usability checks.

    When research is shared and collaborative, it leads to faster adoption of insights and stronger decision-making.

    4. Prioritization: Focus on the Right Questions

    With limited resources, researchers must choose their battles wisely. Weidan recommends using a prioritization framework to assess:

    • Business impact – Will this research influence a high-stakes decision?
    • User impact – Does it address a major pain point?
    • Feasibility – Can we conduct this research quickly and effectively?

    By filtering out low-priority projects, researchers can avoid research for research’s sake and focus on what truly drives change.

    5. Depth of Understanding: Go Beyond Surface-Level Insights

    Speed is important, but efficient research isn’t about cutting corners. Weidan stresses that even quick studies should provide a deep understanding of users by:

    • Asking why, not just what – Observing behavior is useful, but uncovering motivations is key.
    • Using triangulation – Combining methods (e.g., usability tests + surveys) to validate findings.
    • Revisiting past research – Leveraging existing insights instead of starting from scratch.

    Balancing speed with depth ensures research is not just fast, but meaningful.

    6. Anticipation: Stay Ahead of Research Needs

    Proactive researchers don’t wait for stakeholders to request studies—they anticipate needs and set up research ahead of time. This means:

    • Building a research roadmap that aligns with upcoming product decisions.
    • Running continuous discovery research so teams have a backlog of insights to pull from.
    • Creating self-serve research repositories where teams can find relevant past studies.

    By anticipating research needs, UX teams can reduce last-minute requests and deliver insights exactly when they’re needed.

    7. Justification of Methodology: Explain Why Your Approach Works

    Stakeholders may question research methods, especially when they seem time-consuming or expensive. Weidan highlights the importance of educating teams on why specific methods are used:

    • Clearly explain why qualitative research is needed when stakeholders push for just numbers.
    • Show real-world examples of how past research has led to business success.
    • Provide a trade-off analysis (e.g., “This method is faster but provides less depth”) to help teams make informed choices.

    A well-justified approach ensures research is respected and acted upon.

    8. Individual Engagement: Tailor Research Communication to Your Audience

    Not all stakeholders consume research the same way. Weidan recommends adapting insights to fit different audiences:

    • Executives – Focus on high-level impact and key takeaways.
    • Product teams – Provide actionable recommendations tied to specific features.
    • Designers & Engineers – Share usability findings with video clips or screenshots.

    By delivering insights in the right format, researchers increase the likelihood of stakeholder buy-in and action.

    9. Business Actions: Ensure Research Leads to Real Change

    The ultimate goal of research is not just understanding users—but driving business decisions. To ensure research leads to action:

    • Follow up on implementation – Track whether teams apply the insights.
    • Tie findings to key metrics – Show how research affects conversion rates, retention, or engagement.
    • Advocate for iterative research – Encourage teams to re-test and refine based on new data.

    Research is most valuable when it translates into real business outcomes.

    Final Thoughts: Research That Moves the Needle

    Efficient research is not just about doing more, faster—it’s about balancing speed, quality, and impact to maximize its influence. Weidan’s nine tactics help UX researchers work smarter by:


    ✔️  Prioritizing high-impact work
    ✔️  Leveraging AI and collaboration
    ✔️  Communicating research in a way that drives action

    By adopting these strategies, UX teams can ensure their research is not just insightful, but transformational.

    Watch the full webinar here

    Seeing is believing

    Explore our tools and see how Optimal makes gathering insights simple, powerful, and impactful.