The Test Management Process in User Research Featured Image
By Owen Fay . Posted on February 1, 2023

Test Management is a process where testing activities are managed to ensure high-quality and high-end testing of digital assets. This method tracks, organizes, controls, and checks the testing processes to deliver high-quality results. It entails setting testing goals, developing test cases, running usability tests, and monitoring test outcomes. Test management can be a difficult process to master, however, with the use of the right platforms, following best practices, and utilizing a test management tool, you can conduct your research that helps grow and improve your business.

Test management is essential in user research because it ensures the reliability and validity of various types of user research results. Researchers can ensure that their results genuinely reflect the user experience and offer practical insights to guide product design, user experience, and asset development by carefully preparing, carrying out, and analyzing their tests. Additionally, test management aids in eliminating bias, reducing risk, and increasing overall marketing effectiveness.

There are two main stages in the test management process, the planning and execution stages. Each stage is split into steps and procedures to help you reach your goals. In this article, we will cover the test management process, managing user research tests, and how to manage test results.

Planning Your User Research

When preparing user research studies, test management entails creating and putting into practice a systematic method for designing, carrying out, and assessing user research. Assuring that the research is productive, efficient, and pertinent to the needs of stakeholders is the aim of this approach. The planning step of test management in user research methods is important because it establishes the framework for the entire research process and creates the circumstances for success.

Identifying Questions & Objectives

Defining the research goals, objectives, and questions is test management’s first stage. This entails deciding what insights you intend to acquire from the test and what issues you hope to resolve. It is essential to the entire user research process that you create clear, realistic, and actionable goals for the test. This allows you to understand the effectiveness of your research and appropriately manage the test.

After defining your goals and objectives, you have to formulate your research questions accordingly. The questions you ask of the participants are drawn from your goals and should help you understand things like user pain points, acceptance, usability, or anything else you want to learn from the test. Your test questions should be simple, avoid complex language, and help you understand the effectiveness of your assets.

Defining the Target Audience and Sample Size

The next step in this development process is to choose the right participants for the study and the appropriate sample size. This involves figuring out who you need feedback from, the demographics, segments, and groups that will use or interact with your product, service, or asset. The objective is to identify a group that represents the target audience. In a later stage, you will choose your research method and tools, but many platforms offer built-in user panels giving you access to participants that represent your users.

Poll the People’s market research panel gives you access to over 500,000 users that are dedicated to giving you great feedback. With audience segmentation, advanced criteria, and AI-backed automatic response rejection, you can be sure that you are getting great feedback from the people that matter most, your target audience.

At this stage, it’s also important to understand how many users you need feedback from. The sample size of your test needs to be large enough to give you statistically significant data, a built-in user panel allows you to choose any number of responses, and Poll the People will tell you how statistically significant your data is. Defining your participants and sample size will help you manage the test and put you on the right track to getting high-quality, actionable insights to optimize your assets.

Selecting the Research Method and Tools

Poll the People User Testing Tempaltes

The next stage is to determine the resources required to do the research. This includes identifying the necessary equipment, resources, and management tools to carry out the research. This stage is essential for ensuring that the research is carried out efficiently and effectively within your budget.

There are a number of methods for conducting user research, including focus groups, monitoring surveys, and A/B testing, but all of these require more management skills, planning, attention, money, and time. The easiest, most cost-effective method is remote, unmoderated testing with Poll the People.

Poll the People is an easy-to-use market research platform to test assets like ads, logos, branding, products, and more using our dedicated user panel. We help marketers become superheroes by reducing risk, driving conversions, and improving overall marketing effectiveness. By unleashing the combined power of AI and human intelligence, we help you create optimized, validated digital assets.

When choosing your testing method, consider the time, cost, and management skills required to get the results you need. Some methods can take weeks and cost thousands; testing with a tool like Poll the People gives you all the resources you need to effectively manage your test and find ways to optimize your assets.

Developing the Research Plan and Timeline

The fourth step is developing a research plan and establishing a timeframe, creating a plan outlining the goals, questions, and methods used to carry out the research. The research strategy should cover all phases of the research process, from objectives to reporting.

This stage also includes developing a research timeline, which includes when planning will take place, when research will be done, and how results will be delivered. The timeline should be reasonable, taking into account the available resources and the intricacy of the research. A timeline can often span months, but you can reduce a three-month process to one day with Poll the People.

Our expert-built templates, effective user panel, and AI-backed results analysis tools will expedite the process. Most of our tests take about one hour to gather over one hundred responses, and with the addition of our insights tab and Ask Me Anything feature, you can generate a beautiful report in just minutes.

Executing Your Research

The test management execution stage in user research is critical to ensure that the research provides meaningful and accurate results. Executing and managing the test consists of multiple stages, and we’ve outlined them for you below:

Designing The Test

Brand messaging test image

Designing or creating your test is the first step in executing your user research plan. This involves creating your assets that will be tested, asking the questions you need answered, and identifying the platform you will be using for your research. Most of this step should be done in the planning stage of test management, but here you need to put it all together. With Poll the People, it’s as easy as choosing your testing template and filling out all of the required fields.

Recruiting and Selecting Participants

Book title audience selection

Recruiting and choosing participants is the next step in conducting your user research. Identifying and selecting users who are representative of the target audience will help you achieve your goals and make the management process easier. Recruitment should be done in a moral, convenient, and cost-effective manner, the best way to eliminate the time it takes to recruit the right users is with a built-in user panel. A panel will allow you to just select the number of responses you need and the targeting that gives you responses from the target users. Participants should be chosen based on demographics, behavior, and other factors related to the research goals and objectives.

Conducting the Research

The next stage is to carry out the research after the participants have been recruited and your test has been created. This is where you gather information from individuals through methods such as surveys, interviews, or user testing on their experiences and opinions. The research sessions should be carried out according to the plan, and the business needs to understand how your assets will perform. It is critical to guarantee that data gathering is reliable, consistent, and valid.

With Poll the People, you can guarantee that your results are high-quality because of the combination of AI and human intelligence. Using bot detection, response rejection, and a number of response analysis tools, we give you 100% of the feedback you need to optimize your assets.

Ensuring Data Quality and Reliability

The fourth stage in conducting your research is ensuring data quality and reliability. This includes monitoring the data as it comes through and ensuring the tests’ responses, questions, and design help accomplish your goals. This could involve quality control techniques like data validation and cleansing. Data validation is looking for problems in the data, such as missing values or abnormalities, and correcting them as needed. Data cleansing entails deleting any irrelevant or inaccurate information. These measures are necessary to ensure that the research results are accurate and meaningful.

Executing test management in user research is critical to ensuring that the research yields meaningful and accurate data. Recruiting and choosing participants, conducting research sessions, and assuring data quality and reliability are all critical stages in executing your testing plan. These processes should be carried out per the study plan and requirements. The purpose is to ensure that the research is carried out in a productive manner with meaningful and relevant outcomes to the demands of relevant parties.

Test Management for Analyzing Results

The stage of analyzing data in test management is essential for understanding the insights received from users. This stage entails collecting and arranging the obtained data, evaluating and interpreting the results, and conveying the findings and suggestions to stakeholders. Here is an explanation of each of the three essential processes in the analyzing results stage:

Processing and Organizing Data

Qualitative and quantitative data from a book title test

The first stage in analyzing results in test management is to process and organize the data. This involves converting the raw data gathered during the research activities into a suitable format for analysis. This could include open-ended coding responses, categorizing responses, and summarising data. The goal is to guarantee that the data is in a format that can be easily analyzed and interpreted.

While processing and organizing data is traditionally a lengthy and tedious process, Poll the People gives you all of the feedback in an easy-to-understand results dashboard. With filtering, search, and insights features, you can quickly find patterns, trends, and valuable feedback in minutes. We organize and interpret the data for you, giving you more time to find the insights that help improve your business.

Analyzing and Interpreting Results

Market Research Results Image

After the data has been processed and organized, the following stage evaluates and interprets the outcomes. You need to evaluate the data to detect patterns, trends, and relationships. The analysis may include using techniques such as descriptive analysis, inferential analysis, and visualizations. The analysis’s purpose is to obtain insight into the test’s effectiveness and users’ experiences and to find ways to improve. The interpretation of the findings should be based on the research objectives, as well as the limits of the data and the research methodologies used.

With Poll the People, you don’t need to manually sift through hundreds of responses to find what you need. Our results dashboard, equipped with AI-backed tools, gives you everything you need to find the most valuable information. Our insights tab will summarize key insights, issues users found with the assets, and more. On top of that, the addition of our Ask Me Anything features integrates AI into human feedback, letting you ask questions about your test and generate the reports you need to present to stakeholders.

Communicating findings and recommendations

Poll the People Ask Me Anything

The final phase in test management analysis is to communicate the results and recommendations to stakeholders. This entails presenting the research findings in a clear, actionable, and impactful report to prove that the results of the test are meaningful. The findings and recommendations should be provided in a format suited to the needs of stakeholders, such as a report, presentation, or other documents. The goal is to communicate the study’s findings in a way that is useful and relevant to business and allows you to improve your assets. The findings and recommendations should always be based on the research goals, the constraints of the data, and the methodologies used to carry out the research.

Test management is critical for analyzing user research data because it assures the validity and dependability of the results and allows stakeholders to make data-backed decisions based on the research findings.

Research reports can be costly and time-consuming, and most organizations that frequently conduct user research have dedicated roles for analyzing and reporting data. However, Poll the People allows anyone to find insights from a test and report them in an easily-understood format. The insights report and our Ask Me Anything tool save you time in reporting. All you need to do is understand your goals and the insights you are looking for. Then you can ask our AI tool any question you need to report your findings to stakeholders. We help you generate and present the valuable feedback you received in your test by unleashing the combined power of AI and human intelligence.


Test management is crucial in the user research process because it provides structure, control, and oversight to the research operations. It contributes to ensuring that research is conducted systematically, consistently, and effectively and that the results are accurate, relevant, and useful to business. Effective test management ensures that research insights are used to guide actions and decisions and that they have been reported and distributed ethically and transparently.

Test management is an ongoing process that involves continual monitoring and evaluation of research operations, data, and findings, as well as making necessary adjustments and improvements. Test management needs careful planning and organization, as well as cooperation and communication among all parties involved in the research process, in order to be successful.

While test management traditionally takes a lot of planning, attention, and skill, our emerging user research tool gives you everything you need to plan, execute, and analyze your test. Managing user research gets a whole lot easier with the help of our AI tools, built-in market research panel, and expert-built templates. If you want to see our tools’ effectiveness, take a look at our live demo or sign up for Poll the People and launch your first test.

Owen Fay

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