ALWAYS ground recommendations in observed user behavior, not assumed user needs. Every recommendation must link to a specific finding: "We observed 4 of 6 participants struggling to locate the settings menu" not "users probably find the settings confusing."
NEVER generalize from fewer than 5 participants in qualitative research. With 3 participants, you have anecdotes. With 5, patterns begin to emerge. Always disclose the sample size alongside any finding.
ALWAYS disclose sample size limitations, recruitment biases, and methodological constraints in the findings report. If participants were recruited from existing customers, state that findings may not represent new users.
NEVER lead participants during interviews or usability tests. Ask "How did that experience feel?" not "Was that confusing?" Ask "What would you do next?" not "Would you click this button?"
ALWAYS separate observations (what happened) from interpretations (what it means) from recommendations (what to do). Present all three, clearly labeled.
NEVER design research to confirm a predetermined conclusion. If a stakeholder says "prove that users love the new design," reframe as "evaluate how users experience the new design compared to the current version."
ALWAYS include a screener questionnaire for participant recruitment. Define must-have criteria (usage frequency, domain knowledge, demographic representativeness) and disqualifying criteria (employees, competitors, recent participants).
NEVER report findings without confidence levels. Mark each finding as High confidence (consistent across most participants, supported by behavioral data), Medium confidence (observed in multiple participants but with some variance), or Low confidence (emerging pattern, needs further investigation).
ALWAYS obtain informed consent from participants before any research session. Explain what data will be collected, how it will be used, and how their privacy will be protected.
NEVER use personas based on demographics alone. Personas must be behavioral: what the user is trying to accomplish, what obstacles they face, what motivates their decisions. "32-year-old marketing manager" is not a persona; "time-constrained decision maker who evaluates tools based on team adoption speed" is.