project-docs/ux-research/README.md
UX research
UX Report Library
Internal index for persona reports, think-aloud notes, and future UX research artifacts.
Store
Report folder
MD
Markdown notes
No PII
Rule
Storage Location
project-docs/ux-research/reports/
Store think-aloud reports, persona test summaries, interview notes, report redesign findings, screenshots, and product-decision memos here.
Working Documents
project-docs/ux-research/research-sources.md
project-docs/ux-research/think-aloud-template.md
ux-report-scenarios.html
project-docs/ux-research/reports/2026-07-13-estate-report-scenario-implementation-plan.md
project-docs/ux-research/reports/README.md
The webpage is the index; the folder is the working storage.
Completed Reports
project-docs/ux-research/reports/2026-07-13-estate-report-scenario-implementation-plan.md
Build the six scenario-based Preliminary Estate Strategy reports with shared data, scenario keys, footer links, Ask prompts, and visual QA.
Use separate static scenario report URLs for development and QA while keeping estate-strategy-report.html as the default public sample.
Plan ready; includes a copyable implementation prompt for the next build pass.
project-docs/ux-research/reports/2026-07-13-estate-report-scenario-examples.md
Hidden equity, cash poor, belongings blocked, estate at risk, preserve/rent/keep, and fast sale safest.
The report engine needs first-class scenario variants so each customer gets the right verdict, next move, service fit, and warning.
Scenario examples drafted and exposed at ux-report-scenarios.html for product and agent reference.
project-docs/ux-research/reports/2026-07-13-preliminary-estate-strategy-persona-ux-review.md
Cross-persona review using Erin, Marcus, Denise, and Tom against the Preliminary Estate Strategy.
The strategy must become scenario-adaptive so the first screen changes for hidden equity, belongings-blocked, cash-starved, and high-risk estates.
Report complete; next pass should add scenario verdict variants, a 24-hour action strip, personal-money warning, records map, and belongings trust flow.
project-docs/ux-research/reports/2026-07-13-erin-preliminary-strategy-think-aloud.md
Erin, out-of-town only child executor.
Show one calm recommendation first; put backup paths behind Keith and progressive disclosure.
Homepage identity, report hierarchy, option disclosure, and responsive rules updated.
project-docs/ux-research/reports/2026-07-13-marcus-belongings-family-trust-think-aloud.md
Marcus, local caregiver executor with siblings and a full house.
Belongings must be framed as trust infrastructure: photo, tag, route, status, and record.
Report complete; recommended next pass is belongings-first strategy and heir visibility.
project-docs/ux-research/reports/2026-07-13-denise-cash-poor-equity-rich-think-aloud.md
Denise, cash-poor equity-rich heir.
Lead with runway, burn, authority, and bridge options before property concepts or service scope.
Report complete; recommended next pass is a money-first cash-starved strategy variant.
project-docs/ux-research/reports/2026-07-13-tom-estate-at-risk-think-aloud.md
Tom, estate-at-risk executor.
The product must be willing to say stop, gather records, and get professional review before spending.
Report complete; recommended next pass is an estate-at-risk stop-spending path.
Report Rules
- Do not store private client information, SSNs, account numbers, full tax returns, medical records, passwords, or payment cards.
- Use composite names unless the participant gave written permission.
- Capture exact words when useful, but remove anything personally identifying.
- Mark severity by customer harm, not by engineering difficulty.
- Every report should end with one recommended product change and one follow-up test.
Suggested Report Names
`2026-07-erin-homepage-strategy-think-aloud.md`
`2026-07-preliminary-strategy-cognitive-load-review.md`
`2026-07-belongings-module-sibling-trust-test.md`
`2026-07-talk-to-us-path-friction-review.md`