- •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
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!
