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Ethnography	
  &	
  Research
Service	
  Jam	
  LA	
  |	
  March	
  8,	
  2014
Teresa	
  Derrick,	
  DLab
What	
  is	
  Ethnography?
The	
  study	
  of	
  people	
  and	
  their	
  cultures.	
  	
  Ethnographic	
  
research	
  involves	
  observa:on	
  of	
  and	
  interac:ons	
  with	
  the	
  
people	
  or	
  group	
  being	
  studied	
  in	
  the	
  group’s	
  own	
  
environment.
Why	
  do	
  Ethnography?
Uncover	
  unknowns
You’re	
  not	
  an	
  expert
The	
  customer	
  is	
  always	
  right	
  (their	
  
experience	
  defines	
  the	
  service,	
  
even	
  if	
  they’re	
  “doing	
  it	
  wrong”)
Empathize	
  to	
  understand
Why	
  empathize?
Empathy	
  and	
  understanding	
  drive	
  insights
Insights	
  drive	
  opportuni:es
Opportuni:es	
  drive	
  beKer	
  service	
  experiences
BeKer	
  service	
  experiences	
  make	
  happy	
  customers
Collec:ng	
  data	
  in	
  the	
  field
Observe	
  users	
  in	
  their	
  
natural	
  environment
Interview	
  to	
  beKer	
  
understand	
  their	
  aNtudes,	
  
beliefs,	
  values
Par.cipate	
  through	
  
interac:on
Beginner’s	
  Mindset
In the beginner’s mind, there are many possibilities.
In the expert’s mind, there are few. —Shunryu
Suzuki
Observa:on	
  Tips
Suspend	
  any	
  preconceived	
  no:ons	
  or	
  beliefs	
  -­‐	
  beginner’s	
  mindset
Use	
  your	
  senses
What	
  do	
  you	
  see/don’t	
  see?	
  (interac:ons,	
  ar:facts,	
  non-­‐
verbal	
  cues)
What	
  do	
  you	
  hear?	
  (sounds,	
  language,	
  tone)
Take	
  pictures!
“What	
  people	
  say,	
  what	
  people	
  do,	
  and	
  what	
  they	
  say	
  they	
  do	
  are	
  en.rely	
  different	
  things...”	
  (Margaret	
  Mead)
What	
  do	
  you	
  see?
Ar:factsAr:facts
Don’t	
  assign	
  judgement,	
  just	
  document!
What	
  do	
  you	
  see?
Interac:onsInterac:ons
During	
  Synthesis,	
  you’ll	
  discuss	
  &	
  add	
  a	
  POV.
What	
  do	
  you	
  NOT	
  see?
Outlets?Outlets?
What	
  do	
  you	
  experience?
	
  	
  How	
  does	
  it...
	
  	
  	
  	
  smell?
	
  	
  	
  	
  feel?
	
  	
  	
  	
  tone	
  of	
  people?
	
  	
  	
  	
  emo:ons?
Talking	
  to	
  people
Introduce	
  yourself	
  and	
  the	
  research	
  you	
  are	
  
conduc:ng	
  -­‐	
  keep	
  it	
  casual
Ask	
  open-­‐ended	
  ques.ons	
  to	
  gain	
  a	
  deeper	
  
understanding	
  of	
  what	
  you’re	
  observing	
  and	
  be	
  sure	
  
to	
  probe	
  to	
  get	
  to	
  the	
  experiences	
  &	
  details:
Example	
  ques:ons:
What	
  is	
  your	
  goal	
  and	
  what	
  do	
  you	
  do	
  to	
  
reach	
  that	
  goal?
Tell	
  me	
  about	
  a	
  :me/experience	
  when...
Be	
  curious!
Don’t	
  worry	
  about	
  having	
  a	
  script	
  or	
  taking	
  notes	
  -­‐	
  
focus	
  on	
  what	
  they	
  are	
  or	
  aren’t	
  saying	
  and	
  what	
  
you’re	
  seeing
Ques:ons	
  to	
  explore
Goals	
  -­‐	
  what	
  are	
  they	
  trying	
  to	
  
accomplish?
Objects	
  -­‐	
  what	
  objects	
  are	
  important,	
  
how	
  are	
  they	
  used,	
  who	
  uses	
  them?
Ac.vi.es/rou.nes	
  -­‐	
  what	
  are	
  the	
  
series	
  of	
  acts	
  performed?
People	
  involved	
  -­‐	
  what	
  are	
  their	
  
roles?
Environment/place	
  -­‐	
  what	
  places	
  are	
  
used	
  for	
  different	
  ac:vi:es?
Discover	
  new	
  insights	
  to	
  validate	
  
your	
  ideas
Gain	
  an	
  understanding	
  of	
  
mo:va:ons	
  and	
  behavior
Insight	
  into	
  pain	
  points	
  &	
  
opportuni:es
Empathy	
  -­‐	
  understand	
  their	
  
experiences,	
  mo:va:ons,	
  &	
  
emo:ons
Connec:ng	
  with	
  people
Tips	
  while	
  out	
  in	
  the	
  field
Have	
  a	
  beginner’s	
  mindset	
  -­‐	
  leave	
  any	
  judgments	
  or	
  opinions	
  based	
  on	
  previous	
  
experiences	
  behind	
  
Break	
  up	
  into	
  small	
  groups	
  or	
  individually	
  -­‐	
  divide	
  and	
  conquer!
Take	
  pictures	
  to	
  document	
  what	
  you	
  are	
  seeing	
  -­‐	
  a	
  picture	
  is	
  worth	
  a	
  thousand	
  words
Look	
  for	
  verbal	
  and	
  non-­‐verbal	
  cues	
  to	
  gain	
  a	
  beKer	
  understanding	
  of	
  the	
  overall	
  big	
  
picture
Take	
  notes,	
  but	
  don’t	
  be	
  too	
  concerned	
  with	
  wri:ng	
  everything	
  down
Talk	
  to	
  a	
  few	
  people,	
  if	
  possible	
  -­‐	
  the	
  more	
  people	
  you	
  can	
  talk	
  to	
  the	
  beKer!
Be	
  up	
  front	
  and	
  honest	
  about	
  who	
  you	
  are	
  &	
  what	
  you’re	
  researching
Ask	
  OPEN	
  ended	
  ques.ons	
  that	
  allow	
  people	
  to	
  tell	
  you	
  their	
  story.	
  
Planning	
  for	
  field	
  work
Define	
  your	
  goals	
  -­‐	
  what	
  do	
  you	
  
want	
  to	
  understand?
Who	
  is	
  your	
  target?
Where	
  will	
  you	
  go	
  to	
  find	
  them?
What	
  are	
  some	
  ques:ons	
  you	
  
might	
  ask?
PuNng	
  it	
  all	
  together
Create	
  your	
  plan	
  -­‐	
  who,	
  what,	
  when,	
  where,	
  and	
  why
Observe	
  -­‐	
  Use	
  your	
  senses
Talk	
  -­‐	
  Uncover	
  experiences	
  &	
  details
Par.cipate	
  -­‐	
  Be	
  an	
  ac:ve	
  par:cipant
Document	
  -­‐	
  pictures,	
  notes,	
  ar:facts
Analyze	
  -­‐	
  themes	
  &	
  paKerns
QuesFons?

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Crash Course 2014: Ethnography & Research (Teresa Derrick, DLab)

  • 1. Ethnography  &  Research Service  Jam  LA  |  March  8,  2014 Teresa  Derrick,  DLab
  • 2. What  is  Ethnography? The  study  of  people  and  their  cultures.    Ethnographic   research  involves  observa:on  of  and  interac:ons  with  the   people  or  group  being  studied  in  the  group’s  own   environment.
  • 3. Why  do  Ethnography? Uncover  unknowns You’re  not  an  expert The  customer  is  always  right  (their   experience  defines  the  service,   even  if  they’re  “doing  it  wrong”) Empathize  to  understand
  • 4. Why  empathize? Empathy  and  understanding  drive  insights Insights  drive  opportuni:es Opportuni:es  drive  beKer  service  experiences BeKer  service  experiences  make  happy  customers
  • 5. Collec:ng  data  in  the  field Observe  users  in  their   natural  environment Interview  to  beKer   understand  their  aNtudes,   beliefs,  values Par.cipate  through   interac:on
  • 6. Beginner’s  Mindset In the beginner’s mind, there are many possibilities. In the expert’s mind, there are few. —Shunryu Suzuki
  • 7. Observa:on  Tips Suspend  any  preconceived  no:ons  or  beliefs  -­‐  beginner’s  mindset Use  your  senses What  do  you  see/don’t  see?  (interac:ons,  ar:facts,  non-­‐ verbal  cues) What  do  you  hear?  (sounds,  language,  tone) Take  pictures! “What  people  say,  what  people  do,  and  what  they  say  they  do  are  en.rely  different  things...”  (Margaret  Mead)
  • 8. What  do  you  see? Ar:factsAr:facts Don’t  assign  judgement,  just  document!
  • 9. What  do  you  see? Interac:onsInterac:ons During  Synthesis,  you’ll  discuss  &  add  a  POV.
  • 10. What  do  you  NOT  see? Outlets?Outlets?
  • 11. What  do  you  experience?    How  does  it...        smell?        feel?        tone  of  people?        emo:ons?
  • 12. Talking  to  people Introduce  yourself  and  the  research  you  are   conduc:ng  -­‐  keep  it  casual Ask  open-­‐ended  ques.ons  to  gain  a  deeper   understanding  of  what  you’re  observing  and  be  sure   to  probe  to  get  to  the  experiences  &  details: Example  ques:ons: What  is  your  goal  and  what  do  you  do  to   reach  that  goal? Tell  me  about  a  :me/experience  when... Be  curious! Don’t  worry  about  having  a  script  or  taking  notes  -­‐   focus  on  what  they  are  or  aren’t  saying  and  what   you’re  seeing
  • 13. Ques:ons  to  explore Goals  -­‐  what  are  they  trying  to   accomplish? Objects  -­‐  what  objects  are  important,   how  are  they  used,  who  uses  them? Ac.vi.es/rou.nes  -­‐  what  are  the   series  of  acts  performed? People  involved  -­‐  what  are  their   roles? Environment/place  -­‐  what  places  are   used  for  different  ac:vi:es?
  • 14. Discover  new  insights  to  validate   your  ideas Gain  an  understanding  of   mo:va:ons  and  behavior Insight  into  pain  points  &   opportuni:es Empathy  -­‐  understand  their   experiences,  mo:va:ons,  &   emo:ons Connec:ng  with  people
  • 15. Tips  while  out  in  the  field Have  a  beginner’s  mindset  -­‐  leave  any  judgments  or  opinions  based  on  previous   experiences  behind   Break  up  into  small  groups  or  individually  -­‐  divide  and  conquer! Take  pictures  to  document  what  you  are  seeing  -­‐  a  picture  is  worth  a  thousand  words Look  for  verbal  and  non-­‐verbal  cues  to  gain  a  beKer  understanding  of  the  overall  big   picture Take  notes,  but  don’t  be  too  concerned  with  wri:ng  everything  down Talk  to  a  few  people,  if  possible  -­‐  the  more  people  you  can  talk  to  the  beKer! Be  up  front  and  honest  about  who  you  are  &  what  you’re  researching Ask  OPEN  ended  ques.ons  that  allow  people  to  tell  you  their  story.  
  • 16. Planning  for  field  work Define  your  goals  -­‐  what  do  you   want  to  understand? Who  is  your  target? Where  will  you  go  to  find  them? What  are  some  ques:ons  you   might  ask?
  • 17. PuNng  it  all  together Create  your  plan  -­‐  who,  what,  when,  where,  and  why Observe  -­‐  Use  your  senses Talk  -­‐  Uncover  experiences  &  details Par.cipate  -­‐  Be  an  ac:ve  par:cipant Document  -­‐  pictures,  notes,  ar:facts Analyze  -­‐  themes  &  paKerns