Qualitative UX Research Course

Rapid Qualitative Analysis: Build Your Own Workflow for Faster, Confident Insights (AI Optional)

Zero Risk Enrollment: Receive a full refund through the second week of the course, no questions asked.
Course features
  • Level: Foundations
  • 2 hours/week
  • 3 weeks
  • Class Size: 20 Students

  • Mondays 5-7pm ET US, January 12-26, 2026
  • Format: Live Online via Google Meet

Course Description

When research timelines shrink, UX researchers often feel forced to choose between rigor and speed. This course shows you how to avoid that false choice by combining proven rapid qualitative methods with responsible, transparency-focused uses of AI. Designed for researchers who want to gain efficiency, this program teaches you how to accelerate coding, synthesis, and insight generation using AI as a strategic partner, without letting it dilute your judgment or introduce unseen bias.

Rather than just teach analysis, this course also focuses on building a repeatable workflow for each researcher's specific context and needs, so that fast analysis becomes permanently built into the way you and your team work.

The course builds toward the final deliverable: each student will build their own rapid qualitative workflow for immediate implementation, drawing from the selection of methods and tools they encountered in the course.

Course Format

Many researchers learn qualitative analysis through theory-heavy materials that don’t translate well to real product cycles. This course takes the opposite approach. Each session blends hands-on work and live demonstrations of AI-assisted workflows, showing you exactly how rapid analysis plays out in practice.

You’ll work with real datasets, experiment with AI tools for selective transcription and early pattern detection, and evaluate their output through a qualitative researcher’s lens. Class sessions incorporate structured frameworks—like rainbow analysis, modified KJ method, and rapid matrices—while also showing how AI can support setup, comparison, clustering, and summarization without replacing human interpretation.

The course builds progressively toward the final deliverable, which is the construction of a rapid analysis workflow to use immediately.

What new skills will I gain from this qualitative UX research course?

You will learn to:

  • Use AI for selective transcription, early pattern detection, thematic clustering, and summarization while maintaining human oversight.
  • Structure research designs so AI-supported analysis becomes faster, cleaner, and more reliable.
  • Apply rapid coding techniques such as template, provisional, and matrix analysis with or without AI.
  • Facilitate collaborative analysis sessions where AI supports setup and organization without driving interpretation.
  • Build a rapid analysis toolkit customized to your research environment, including AI-enabled templates and workflows.

How will this course help my career?

UX researchers who combine methodological rigor with efficient, AI-aware workflows are in high demand. By mastering rapid analysis and learning how to integrate AI responsibly, you’ll be able to move faster, reduce bottlenecks, support iterative product cycles, and deliver insights on timelines that align with real product development needs. You’ll also be equipped to guide stakeholders on what AI can and cannot do, making you a more trusted partner in cross-functional decision-making.

Who is this course for?

  • UX Researchers who find analysis tedious and/or time-consuming
  • Researchers navigating fast-paced product environments where AI is increasingly part of the toolkit.
  • Mixed-methods practitioners and product team members who want to blend rapid analysis with AI-assisted techniques.
  • Anyone responsible for producing insights under tight deadlines while maintaining credibility and transparency.

Prerequisites

None. No prior experience with qualitative analysis or tools is presumed.

Leo Hoar, PhD

Bio
Leo founded the UXR Institute because he loves seeing other researchers grow and thrive. He draws on nearly ten years doing UX research and building research teams, as well as a previous life teaching at universities and training new teachers. While advising and working at startups, Leo learned how to balance the need for rigor with the need for speed and flexibility. He crafted this workshop to make it easier for researchers and people who do research to execute reliable surveys under real-world conditions.

Free Advisory Session

Have questions about the course? Want to chat about your learning goals to see if they align with the course approach? Book a free call with the instructor.

Learning Outcomes

By course completion, you will confidently:
  • Identify when rapid analysis—and when AI-assisted analysis—is appropriate in real UX research contexts.
  • Execute streamlined coding and synthesis techniques using both traditional methods and AI-supported workflows.
  • Integrate team-based analysis frameworks with AI tools to speed up early clustering and comparison work.
  • Justify trade-off decisions under tight timelines with clear, defensible reasoning rooted in qualitative rigor.
Overview

Course Syllabus

Week 1: Foundations of Rapid Qualitative Analysis

Learning Objective: Understand the fundamental principles of rigorous qualitative analysis and explore how and where to gain efficiency without sacrificing rigor.

Part 1: Foundations of Rapid Analysis (45 min)

The Tension Between Rigor and Speed


UX researchers face constant pressure to deliver insights quickly while maintaining research quality. This session explores when rapid analysis is appropriate versus when deeper analysis is needed, introducing the concept of "good enough" research as described by Courage & Baxter (2005). We'll examine industry pressures versus academic standards and establish a framework for making informed decisions about analytical depth.


Theoretical Grounding


Rapid qualitative analysis isn't about cutting corners—it's about strategic efficiency grounded in established methodologies. We'll explore the pragmatic approach to qualitative research (Patton, 2015), iterative data analysis frameworks (Miles, Huberman & Saldaña, 2014), and the rapid assessment process (RAP) which originated in anthropology (Beebe, 2001). These foundations provide legitimacy and structure to faster analysis methods.


Quality vs. Speed Trade-offs


Understanding trade-offs is essential for rapid analysis. This section covers establishing clear analytical boundaries, employing sampling strategies appropriate for time-constrained research, and maintaining transparency about methodological limitations. We'll discuss how to communicate these decisions to stakeholders while maintaining credibility.

Part 2: Preparation is Speed (1 hour)


Research Design for Efficient Analysis


The most effective way to speed up analysis is to design for it from the beginning. As Maxwell (2013) notes, "analysis begins at design." This session teaches participants how to structure discussion guides that naturally facilitate coding, create analysis-friendly templates, and embed analytical thinking into research planning rather than treating it as a separate phase.


Real-time Data Collection Techniques


Active listening and simultaneous analysis during research sessions can dramatically reduce analysis time later. We'll explore Krueger & Casey's (2015) approaches to focus group analysis adapted for one-on-one interviews, note-taking frameworks like the Cornell method adapted for UX research, and the power of debriefing immediately post-session while observations are fresh.


Team-Based Analysis Setup


This section covers strategic role assignment, parallel processing techniques, and how to use observers and notetakers to maximize efficiency. We'll discuss how to set up analysis teams for success from the project's inception.

Practical Exercise (15 min): Participants will redesign a traditional discussion guide to optimize it for rapid analysis, applying the principles covered in this session.


Week 1 Homework Assignment
:


Apply preparation principles to your own upcoming research project

Create an analysis-ready discussion guide or refine an existing one

Identify 2-3 AI tools to explore before Class 2

Week 2: AI-Augmented & Rapid Coding

Learning Objective: Apply streamlined coding methods and collaborative analysis techniques using both traditional and AI-supported workflows.


Part 1: AI-Augmented Qualitative Analysis (1 hour)


The AI-Human Partnership in Analysis


AI tools are rapidly transforming qualitative analysis, but they work best as collaborators rather than replacements for human judgment. Drawing on Amershi et al.'s (2019) human-AI collaboration framework, we'll examine where AI excels (pattern detection, initial categorization, processing volume) versus where human judgment remains essential (contextual interpretation, nuanced understanding, strategic framing). Christin's (2020) critical perspective on algorithmic analysis helps us understand the limitations and potential pitfalls of over-reliance on AI.


AI Tools Landscape & Quick Wins


The AI landscape for qualitative research includes automated transcription tools like Otter.ai, Descript, and Whisper, which can reduce transcription time by 80-90%. For coding and analysis, researchers can choose between general large language models (Chat-GPT, Claude) and specialized UX research platforms (Dovetail AI, Notably, UserTesting AI Insights). We'll discuss the advantages of each approach and where researchers see immediate time savings.


Practical AI Workflows


The most effective approach is a hybrid model where AI handles speed-dependent tasks while humans provide depth and interpretation. AI excels at initial categorization, pattern detection across large datasets, and summarization. Humans add irreplaceable value through context interpretation, understanding nuance, and strategic framing of insights. We'll walk through a complete workflow: AI transcription → AI-assisted initial coding → human theme validation → strategic insight development. Prompt engineering for qualitative coding will be covered with concrete examples.


Maintaining Quality with AI


The "human-in-the-loop" principle (Monarch, 2021) is essential for maintaining quality when using AI. This section covers validation strategies for AI outputs, bias detection and mitigation drawing on Noble's (2018) work on algorithmic bias, and transparency requirements when reporting AI-assisted analysis. Participants will learn how to verify AI-generated codes and themes systematically.


Live Demo (15 min):
The instructor will walk through an AI-assisted coding session using real interview data, demonstrating prompt engineering, output validation, and the human refinement process.


Part 2: Rapid Coding Techniques (1 hour)


Streamlined Coding Approaches


Traditional grounded theory coding can be time-prohibitive for fast-paced UX work. This session introduces template analysis (King, 2004), which uses pre-defined codes as a starting framework, and provisional coding (Saldaña, 2021), which begins with a priori codes that can be refined. The Framework Method's matrix analysis approach (Gale et al., 2013) provides structure for organizing and comparing data efficiently across cases.


When and How to Skip Transcription


Full transcription isn't always necessary. We'll explore working strategically from notes and recordings, smart transcription approaches that capture only key quotes, and using audio/video timestamps instead of full transcripts. This section also covers when to use AI transcription versus when manual approaches provide better accuracy, particularly for specialized terminology or diverse accents.


Applied Thematic Analysis


Braun & Clarke's (2006) thematic analysis, adapted for speed, remains highly effective for UX research. This section teaches prioritizing pattern identification over exhaustive coding and applying the 80/20 rule to insight generation—finding the 20% of data that yields 80% of actionable insights. We'll compare template analysis and provisional coding approaches and discuss when each is most appropriate.


Technology and Tools


Beyond AI, various collaborative tools support rapid analysis. Miro, Dovetail, and Airtable each offer different strengths for team-based analysis. We'll also cover simple spreadsheet frameworks that can be surprisingly powerful. The key is combining AI and manual coding strategically rather than viewing them as either/or choices.


Practical Exercise (20 min)
: Participants will code sample interview data using template analysis combined with AI assistance, experiencing the hybrid approach firsthand.


Week 2 Homework Assignment:

  • Practice AI-assisted coding on the provided dataset
  • Try at least one new coding technique from class on your own data
  • Prepare specific questions about your own analysis challenges for Class 3

Week 3: Team Analysis & Final Workflow Feedback Session

Learning Objective: Produce credible insights rapidly and communicate them effectively while clearly articulating the role AI played in the process.

Part 1: Team-Based Rapid Analysis (1 hour)


Collaborative Analysis Sessions


Rainbow analysis and collaborative data analysis sessions bring multiple perspectives to bear on data simultaneously rather than sequentially. Analysis workshops using real-time affinity diagramming can accomplish in hours what might take individuals days. The modified KJ Method (Kawakita, 1991) adapted for team synthesis provides structure for collaborative insight generation. AI-generated summaries can serve as effective discussion starters, allowing the team to focus on interpretation rather than data familiarization.


Structured Team Techniques


The "top-of-mind protocol" involves immediate post-research debriefs where the team captures fresh observations before they fade. Research sharebacks—where analysis happens through presentation preparation—force synthesizing and prioritization. Dot voting and other prioritization techniques help teams quickly identify high-impact insights. AI tools can capture and organize team discussions, creating living documents that evolve through the analysis process.


Managing Team Dynamics


Effective collaborative analysis requires managing group dynamics to reduce bias and facilitate productive disagreement. This section covers facilitation techniques for ensuring all voices are heard, strategies for handling conflicting interpretations constructively, and clear documentation responsibilities so insights don't get lost in discussion.

Part 2:
Building Your Personal Toolkit (1 hour)


Each researcher's context is unique, requiring a personalized approach to rapid analysis. Participants will create their own rapid analysis workflow, develop criteria for choosing techniques for different contexts, and build decision frameworks for determining when to use which approach. The focus is integration with existing workflows rather than wholesale replacement.

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