- •1. Objectives: the questions we are trying to answer
- •2. Hypotheses: what we believe we already know
- •3. Methods: how we plan to fill the gaps in our knowledge
- •4. Conduct: gather data through the methods we’ve selected
- •5. Synthesis: answer our research questions, and prove or disprove our hypotheses
- •1. Identify your users
- •2. Decide what to ask
- •4. Gain an understanding of users
- •5. Analyze the data
- •6. Synthesize a model of users
- •7. Produce a document for others
- •8. Socialize the personas
- •Additional resources
- •What is a customer journey map?
- •Why you should create customer journey maps
- •How to research a customer journey map
- •Analytical research
- •Anecdotal research
- •Presenting your customer journey map
- •The difficulty of “face to face”
- •“I’m afraid I’ll be bothering people.”
- •Increase the value of participation
- •Find the right time
- •Be aware of body language
- •Fostering interest
- •Fostering goodwill
- •Offer incentives
- •“I’m afraid of rejection.”
- •Turn it into a game
- •Variation: football rules
- •“Only extroverts are good at this.”
- •Practice playfully
- •Make it meaningful
- •Pair up personalities
- •Go face to face
- •Resources
- •Start the planning and visa application process early
- •Partner with a great local firm
- •Hire a real-time translator
- •Limit the number of observers and make sure your client observes a few sessions
- •Plan more time than you think you need between interviews
- •Over-recruit in anticipation of no-shows
- •Incentives
- •Class structure
- •Geography
- •Holidays
- •Keep an open mind during your research for unexpected lessons
- •Learn about brazilian customs and culture
- •Greetings
- •Building trust
- •Portuguese
- •Working late
- •Technology
- •Conclusion
- •References
- •What is user testing?
- •User testing is…
- •User testing is not…
- •What is a user study?
- •A good user study has clear and measurable outcomes
- •A good user study is easy to facilitate
- •A good user study must be sufficiently detailed and interactive
- •Self-evaluation
- •User testing in an agile world
- •User testing at conferences
- •Attempt #1: puppetconf 2012
- •Attempt #2: puppetconf 2013
- •What did we learn?
- •Conferences let you cut the fat out of recruiting
- •Conferences let you validate your entire roadmap
- •Conferences are chaotic, but process can help
- •Conferences allow your competitors to snoop
- •Conferences are a great way to build user empathy
- •Conferences are a black hole for data
- •Process is king, but organization is queen
- •Use retrospectives to learn and improve
- •Should you add conferences to your toolbox?
- •Tips to make this work for you
- •Resources
- •Articles and examples
- •About The Authors carolyn chandler
- •About Smashing Magazine
The difficulty of “face to face”
I was teaching an experience design class in high school when it really hit me. Students were engaged in the design process until they were told that they had to request interviews from strangers. The anxiety levels went through the roof! A look of shock covered their faces. Shortly after, two of the students asked to receive a failing grade on the activity rather than have to face strangers (a request that was not granted)!
This was no longer a case of time, opportunities, resources or priorities. The interviews were a part of the class and were considered essential. The students were presented with a clear set of expectations, provided with aid in planning and writing questions, and taken to the location (a college) to conduct the interviews.
When all of the usual obstacles were removed, what was laid bare? A strong fear of approaching strangers, made even stronger by the fact that so many interactions nowadays are done online, rather than face to face. Ask someone to create an online survey and they’re all over it — ask that same person to pose those same questions to a stranger face to face and they’ll freeze up.
One might assume that the problem afflicts only those in high school, but such a deep-seated reaction is felt by many working adults who are suddenly responsible for requesting something from strangers — even when the thing being requested is a relatively low commitment, like 10 minutes for an interview.
Are you at the point in a project when you would benefit from insights gained from face-to-face discussions with potential users but find yourself blocked by a fear of asking? Read on for techniques to help you approach people for research, the first step to gaining the knowledge you need.
“I’m afraid I’ll be bothering people.”
I’m sure you’ve been approached by a stranger at one time or another. The negative occasions stand out the most, when you were annoyed or felt guilty because you didn’t want to say no to a request for money or personal information or a signature.
When a stranger approaches, the person being approached has several concerns at once:
•“Who is this person?”
•“Are they trying to scam me?”
•“Are they going to ask me for money?”
•“Are they going to ask me to sign something that I don’t agree with?”
•“Am I going to have to figure out how to get rid of them?”
•“How long is this going to take?”
Your memories of being approached could make you uncomfortable if you’re the one approaching others.
The good news is that approaching people for interviews can be a lot easier than requesting a donation. If you make it clear quickly that their time is voluntary and that you won’t ask for anything they don’t want to give, then you’ll generally get a positive response. After all, you’re not asking people for money, just for their time and attention. Time is valuable, but its value varies according to the person’s situation at that moment — and you can do certain things to communicate the value of agreeing to your request.
Increase the value of participation
Interview requests are accepted when participation is perceived to be as or more valuable than what the person is doing at the time. People calculate that value in their heads when you ask for their time.
People
calculate that value in their heads when you ask for their time.
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Below are some of the factors that can swing the calculation in your favor.
