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A Field Guide To User Research by Smashing Magazine.docx
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Fostering goodwill

Donating to a cause feels good, and volunteering time for research is no different. If your efforts are for a worthy result, like making texting easier for the elderly, share that benefit.

Another magic phrase? “I’m a student.” If you are, say so quickly to allay the person’s suspicion about your motive. Your effort on the path of learning will appeal to their goodwill.

If you’re not a student and your topic doesn’t sound particularly socially relevant, people might still be willing to help out if they connect with you. If you’re friendly and enthusiastic about the topic, then they’re more likely to say yes.

To keep the goodwill flowing, express your gratitude for their time and thoughts. Let them know before and after the interview that their time will have a great impact on the success of the research.

Offer incentives

This one might seem the most obvious: You can increase the value of participation by offering an incentive. A $10 or $20 gift card from a popular vendor like Amazon or Starbucks can incline someone to accept a 15 to 30 minute interview. As the inconvenience to the participant increases, so should the incentive — whether that inconvenience is the length of the interview, the location or the time of day.

The incentive doesn’t have to be monetary. Be creative in what you offer. It could be access to a service that most people don’t have or a fun gadget that’s related to your topic (like a pedometer if the topic is health).

Offering an incentive can be useful, but don’t let it turn into a crutch. The point is to get comfortable with approaching people; associating a cost with that adds pressure that you don’t need. Learning to request participation without an incentive — and learning to increase the perceived value of participation without one — will take the cost out of the equation. Nevertheless, if you’re conducting formal research with a specific audience for a lengthy period of time, offering an incentive is definitely a best practice.

“I’m afraid of rejection.”

Rejection is people’s number one fear when approaching strangers. Hearing no has always been difficult, whether it’s a polite no or an angry no followed by a rant. Either way, it stings. Your response to that sting, though, is what matters. How do you explain the rejection to yourself, and does your explanation help or hurt you?

Martin Seligman, one of the originators of positive psychology, conducted a study in the ’70s that gives insight into the types of mindsets that make people feel helpless. Seligman found that those who exhibit long-term “learned helplessness” tend to view negative events as being personal, pervasive and permanent. In other words, if a person is rejected, they might rationalize that the rejection is a result of their own failing, that everyone else is likely to reject them as well, and that they can do nothing to lessen the likelihood of rejection.

Your mindset is important. (Image: Leathers Milligan5)

When you prepare to approach someone, consider instead that, if they say no, they aren’t really rejecting you, but rather rejecting your request. It’s not personal. Maybe they’re in the middle of something, or maybe they’re just not in the mood to talk. The rejection is fleeting, and the next person might be perfectly happy to participate.

Even knowing this, your first attempt will be the most difficult. Think of it like jumping into a pool: The initial shock is certain, but you’ll quickly get used to the water and will be swimming in no time!