- •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
Should you add conferences to your toolbox?
Having done this a couple of times, it’s clear that there are pros and cons. No user testing tool or technique is a cure-all, and conference-based testing is no exception.
PROS
•Lots of participants Hundreds at a small conference, thousands at a medium conference, tens of thousands at a large conference. Take your pick.
•Easy recruiting Build it and they will come. It helps if you point your laptops into the room, and have the designs clearly displayed on their screens.
•Enables rapid iteration You can easily complete five or six tests in an hour or two. Faster if you have multiple test stations.
CONS
•Chaotic testing environment You know those quiet usability testing rooms with the mirrored glass? You won’t find those at a conference.
•Travel required Unless you’re lucky enough to have a relevant conference in your city, you’ll probably need to fly somewhere. This can be expensive.
•Difficult timing Remember those roadmaps I mentioned earlier? If the design phase doesn’t line up with a conference, find a different way to get the research you need.
In general, this approach works well when you have a predictable product roadmap. If you know what you’re going to be building, and when, you can time the design phase to coincide with one or more conferences.
On the other hand, if you need the flexibility to run tests at a moment’s notice, this approach won’t work well. In that situation, I recommend having a dedicated room for testing at your company, containing all the equipment you’ll need.
Tips to make this work for you
If you’ve read this far and think conference-based user testing is right for you, great! Here are some tips to help you succeed.
•Pick a conference five months in advance You don’t have to know exactly what you’ll be testing, but it’s a good idea to have a target date and venue in mind, so you can start thinking about it.
•Pick a conference with people who don’t know you exist Because we ran testing at our own conferences, everybody knew about us. This self-selection bias prevented us from getting a good cross-sample of our potential market.
•Don’t pick a booth in the busiest hallway As tempting as it might be to get maximum visibility, ask youself if the additional chaos is worth it. In 2013, we picked a booth in a room separated by a half wall from a busy hallway. As a result, we had good visibility without being in the middle of the chaos.
•Don’t write every study yourself The first year, I wrote four of the five user studies. As a result, they were difficult to facilitate and didn’t result in actionable data. It’s time consuming to write a good user test that validates your hypotheses and is easy to facilitate.
•Don’t schedule people in advance When your testing stations fill up, it’s tempting to start a waiting list. Don’t do that. You’ll become beholden to the list and have to turn people away, even when there appear to be empty test stations. Be serendipitous about it.
•Practice running each test on each machine before the conference Murphy’s law. Need I say more?
•Go forth and user test The only thing worse than a poor user testing experience is not doing it at all. If you fail, at least you’ll learn how to do it better next time. If you don’t do anything, you’ve learned nothing.
And that’s it. If you have any questions, please get in touch through Twitter. Thank you for reading.
