- •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
Find the right time
If someone is in a rush to get somewhere, then making your research seem more valuable than their desire to get to their destination will probably be difficult. Someone who is walking briskly, looking tense and not making eye contact is not the ideal candidate.
Approach people who appear to be one or more of the following:
•Between tasks If you’re asking about a particular activity, go to areas where people tend to be finishing up that activity, and talk to them as soon as they’re done with it. You’ll get a fresh perspective on the whole experience, and they likely won’t be in a rush to get to their next activity. For example, if you want to interview runners, wander the finish line of a race. Look for runners who are cooling down and checking out their swag but not yet heading home.
•Bored Waiting in line, waiting for a bus or waiting for an elevator — if someone seems to be idly swiping their phone or staring off into space, they might actually welcome a distraction.
•Procrastinating Some activities take a long time. The human brain needs a change of focus every now and then, and your research could be just the thing. If your target audience is students, visit a study area. When a student comes up for air, ask for some time. They might need the mental break!
Regardless of whom you approach, give them an idea of how long the interview will take (about 10 minutes, for example), so that they can do the mental math of calculating the value of saying yes.
Be aware of body language
As mentioned, pay attention to the candidate’s body language. Do they seem tense? Are they frowning at their phone? Are they power-walking? They might be late for a meeting, so the timing would be wrong. Someone gazing around or strolling casually is a better bet. People on phones are a bit harder to read because many check their phone when bored or procrastinating — still, their facial expression might tell you whether they’re open to being interrupted for something more interesting.
Your own body language is important, too. Planting yourself in the middle of a person’s path and facing them squarely will come off as aggressive, likely triggering a negative reaction. They might feel like they’d have a hard time getting rid of you if they’re not comfortable with your request.
Being
aware of your own body language and the body langauge of others is
important.
Approach within clear view, but from the side. Also, try angling your body slightly away from the person. You want to seem engaged but also make them feel like they could end the conversation if desired. This will give them a greater sense of control and increase the likelihood that they’ll give you those precious seconds you need to make your request.
Fostering interest
The feeling one gets from participating in research can be rewarding in itself. Interest is one positive feeling that leads people to say yes to research, which you can emphasize when approaching strangers.
Mention early on that you’re conducting research, which makes clear that you’re not asking for money and tends to generate interest.
Being approached to participate in research is fairly unusual for most people. The fact that you’re conducting a study might inspire a healthy curiosity. People will often be curious about what topic is being researched, what kinds of questions might be asked, and what they might find out about themselves in answering. The prevalence of quizzes and personality tests online is a good indication of this interest; those researchers are gathering data from the tests, but many of the respondents feel like they are learning about themselves (and potentially others) by considering the questions being asked.
People
will often be curious about what topic is being researched, and what
they might find out about themselves in answering. (Image: Personal
DNA2)
(View
large version3)
The person might not be expecting to learn whether they’re a “benevolent inventor” or an ENFP4 by the end of the interview, but they might still find your questions interesting to consider.
Will the interviewees be shown something that others don’t have access to yet, like a new product or campaign? If so, bring that up quickly. It really boosts curiosity!
Furthermore, people might be flattered that you’re interested in their thoughts and opinion. Build on that! If there’s a reason you approached that person, share it. If you’re interviewing people about healthy food choices near a health food store and you stop someone who has just purchased something at the store, you could mention that their interest in health is one reason you approached them. Stick to obvious observations — you don’t want to come across as creepy!
