Overcome the hurdles and accelerate your real-world impact through user research
Six principles for impactful user research and testing in the charity sector
In the charity sector, it can feel like every decision needs to be both urgent and effective. When you are working to support people in crisis or driving a movement for change, adding a user-centred design ‘process’ can sometimes feel like a luxury.
We often hear that user research feels like something that takes too long, costs too much, or simply tells you what you already know. At William Joseph, we see it differently. For us, research isn’t a hurdle; it’s the accelerator that ensures your limited resources reach the people who need them most.
Here are six principles you can use to ensure research stays lean, respectful and focused on real-world impact.
1. Don’t let urgency lead to errors
There is often an urgent need to get services live. However, rushing frequently leads to building the wrong thing.
- Start small. Testing a prototype or section of content with just three to five people from your target audience can identify the biggest barriers to access.
- Challenge your assumptions. Two weeks of research and analysis early on can prevent months of expensive technical fixes later. Could also talk about ‘joining the dots with other audience data and insight to get to fresh insights that help define the right thing to build.
- Keep moving. Research doesn’t have to mean a ‘stop’ in production. We run testing as a continuous ‘pulse’ while design work continues, ensuring feedback informs the build in real-time.
2. Research ensures your budget is spent wisely
We know that every penny spent on ‘process’ is a penny not spent directly on your cause. However, building a digital tool that no one can use is the greatest waste of all.
- Use what you have. Start with desk research - reviewing email queries, social media conversations and website analytics. This identifies where we need to dive deeper and focuses our efforts.
- Cost-effective changes. It is significantly more cost-effective to change a wireframe or a sketch than it is to rebuild a coded website. Research ensures your budget is spent on a solution that actually works for your users.
3. Move beyond ‘what we already know’
Charity teams are experts in their cause and often speak to service users daily. However, that very closeness can create blind spots.
- Fresh eyes. When you work closely with a cause, you naturally develop workarounds for complex systems. ‘You are not your users’ is a mantra for good reason. We help charities step back to see the barriers a person in crisis or a first-time donor might face.
- Beyond the loudest voices. Internal teams often hear from the most vocal users. Objective research ensures we include the marginalised people and groups who may need your services the most, but may find them the hardest to access.
4. Digital expertise isn’t lived experience
Understanding people’s lived experience through research empowers those with digital expertise to design products that solve real-world problems and are easy to use.
- Real-world context. A digital expert can tell you if a button is accessible, but only a user can tell you if the language feels supportive or alienating during a difficult time.
- Trauma-informed testing. People in stressful situations navigate digital tools differently. We apply a trauma-informed approach to every session, ensuring we see the reality of how people interact with your brand under pressure.
Case study: Alzheimer’s Research UK
The ‘Think Brain Health’ Check-in tool was created and tested throughout the project by people who would really use it.
The concept of the tool came from a group of people close to ARUK who explained how they would find it a useful tool to start conversations about dementia with their friends and family.
There were seven rounds of usability testing, taking in wireframes, designed prototypes and final build.
Many participants turned out to already have experience of dementia through friends or family, which is often a key way that ARUK meets supporters.
5. Evidence is a tool for stakeholders
Research isn’t always about ‘eureka’ moments. Often, its greatest value is providing the evidence needed to move a project forward.
- Evidence for leadership. If research confirms what your team already suspected, that is often a major win. It provides the data needed to justify a project to senior leaders, trustees or funders.
- Total confidence. Knowing for certain that a design works allows you to invest your remaining budget with total peace of mind.
6. Avoid the ‘old map’
The charity landscape moves fast. A shift in government policy or a cost-of-living crisis can completely change how your users behave and what they prioritise.
- Keep it current. Research from twelve months ago can quickly become an ‘old map’. Navigating the digital future with outdated data is a recipe for hitting new dead ends.
- Small and often. By doing research in small, frequent batches, we ensure your services stay relevant to the current needs of your community.
Want to learn how to put these principles into practice?
Understanding your users is the first step toward building services that truly work. We’re hosting a free event for those getting started with user research in London in May 2026.