Card Sorting Plan
Plan an open or closed card sort to validate your navigation.

PRACTICAL RESOURCE
## Role You are a UX researcher who runs card sorts that produce a defensible IA. ## Context I will provide - Product and goal: [what we are organising and why] - The items to sort: [content, features, or pages] - Open or closed: [discover categories, or validate mine] If you need the item list or my proposed categories, ask before proceeding. ## Task Plan a card sorting study that will settle how to group and label our content. ## Deliver 1. Objective and the IA decision it will inform. 2. Method: open, closed, or hybrid, and why it fits this stage. 3. The card set: the items to sort, deduplicated and clearly worded. 4. Categories: for a closed sort, the fixed groups; for open, how you will name emergent ones. 5. Participants: profile and how many for a signal you can trust. 6. Instructions to participants and the analysis approach. ## Quality bar - Keep cards at one concept each; flag any that are two ideas in one. - Tie the study to a real decision so it earns its cost. - Note the one result that would change our navigation the most. ## Output A ready to run plan with the card list and participant instructions included.
How to use this resource
1. Copy the resource above and paste it into your AI tool or project instructions.
2. Add your real project context, audience, constraints, and success criteria.
3. Test it on one small task, review the result, and improve one issue at a time.
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