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User Research 101: DIY Quick Course,[object Object],Carol Smith,[object Object],@carologic,[object Object],CodeMash 2.0.1.1,[object Object],January 14, 2011,[object Object]
Small,Iterative Steps,[object Object]
Handout for Attendees,[object Object]
Behaviors, Desires, Needs & Abilities,[object Object],4,[object Object]
Observations,[object Object]
Interviews,[object Object]
7,[object Object],Card Sorting,[object Object],http://www.flickr.com/photos/rosenfeldmedia/   via   http://creativecommons.org/licenses/by-nc-sa/2.0/,[object Object]
Design for Everyone is Impossible,[object Object],8,[object Object]
Who will use it?What they need to do?,[object Object],9,[object Object]
Same Job Title, May Differ in…,[object Object],10,[object Object]
Which Student?,[object Object],Rick,[object Object],Connie,[object Object],11,[object Object],http://www.flickr.com/photos/mrjkbh/ via http://creativecommons.org/licenses/by-nc-nd/2.0/deed.en ,[object Object],http://www.flickr.com/photos/caharley72/  (Christopher Alison Photography) via http://creativecommons.org/licenses/by-nc-nd/2.0/  ,[object Object]
Where do I start?,[object Object],12,[object Object]
Constraints…,[object Object]
Scope for Success,[object Object],Plan and Schedule,[object Object],Research and Discover,[object Object],Document,[object Object],Analyze,[object Object],Understand,[object Object]
15,[object Object],Interview Experts,[object Object],Who are the users?,[object Object],How many are there?,[object Object],Common complaints?,[object Object],Show stoppers?,[object Object],Understand:,[object Object],Assumptions and stereotypes ,[object Object],Differences between users,[object Object]
16,[object Object],Focus On…,[object Object],Tasks ,[object Object],frequency, importance, complexity,[object Object],Environment of Use ,[object Object],location, abilities and limitations,[object Object],Experience Level and Knowledge ,[object Object],Technology ,[object Object],mobile use, connection speed,[object Object]
17,[object Object],Define Primary & Secondary Users,[object Object],Separate by:,[object Object],Needs,[object Object],Goals (Why will they use the product?),[object Object],Environment (Where will they use it?),[object Object],Context (When will they use it?),[object Object],How else do they differ?,[object Object]
Now You Have User Groups [perhaps very loosely defined],[object Object],18,[object Object]
Observations,[object Object],19,[object Object]
20,[object Object],Go to the user,[object Object]
Why Observe?,[object Object],Understand user’s environment,[object Object],Abilities and limitations,[object Object],Situational (lighting, noise),[object Object],Disabilities,[object Object],Learn about:,[object Object],Real process,[object Object],Interruptions (frequency and type),[object Object],Find out more about users,[object Object],21,[object Object]
http://www.flickr.com/photos/heygabe/ via  http://creativecommons.org/licenses/by-nc-sa/2.0/,[object Object],Actual Photo:  http://www.flickr.com/photos/heygabe/47206241/     ,[object Object]
Sit Back and Watch,[object Object],Arrive when they will be doing related tasks,[object Object],Observe for as long as needed:,[object Object],1/2 hour each - quick repetitive tasks,[object Object],>1 hour for longer processes,[object Object],[object Object]
Take photos and videos23,[object Object]
Take Detailed Notes,[object Object],Write down questions and context,[object Object],Look for patterns and differences:,[object Object],Style of tasks,[object Object],Order of operations,[object Object],Environment,[object Object],24,[object Object]
25,[object Object],Artifacts! Collect, Copy, Photograph ,[object Object],http://www.flickr.com/photos/camknows/      via      http://creativecommons.org/licenses/by-nc-sa/2.0/   ,[object Object]
Clarify Observations,[object Object],After observation ask about:,[object Object],Why doing?,[object Object],Goal?,[object Object],How typical was this?,[object Object],Clarify confusing observations,[object Object],26,[object Object]
Interviews,[object Object],27,[object Object]
Interview to Discover/Confirm…,[object Object],Build on what you’ve learned:,[object Object],Tasks,[object Object],Attitudes and Opinions,[object Object],Problems,[object Object],Goals,[object Object],Experience level and knowledge ,[object Object],Technology ,[object Object],28,[object Object]
Styles,[object Object],Structured,[object Object],Question 1,[object Object],Question 2,[object Object],Question 3,[object Object],Open-ended,[object Object],Combination,[object Object],29,[object Object]
Use Scripts,[object Object],Memory tool for facilitator,[object Object],Don’t have to follow,[object Object],Promote consistency,[object Object],Questions,[object Object],Order of questions,[object Object],30,[object Object]
Questions,[object Object],Quality of questions correlates to quality of answers:,[object Object],Open-ended,[object Object],Unbiased,[object Object],Don’t lead or make assumptions,[object Object],Use participant’s words,[object Object],31,[object Object]
Stretch & Exercise,[object Object],32,[object Object]
Question 1,[object Object],Do you regularly book your travel online to save money?,[object Object],33,[object Object]
Alternates – Question 1,[object Object],How often do you travel? ,[object Object],<listen>  ,[object Object],What proportion of that do you book online? ,[object Object],<listen>   ,[object Object],Why do you book travel online? ,[object Object],<listen>  ,[object Object],34,[object Object]
Rationale - Question 1,[object Object],Do you regularly book your travel online to save money?,[object Object],Address one issue at a time and avoid double-barreled questions.,[object Object],35,[object Object]
Question 2,[object Object],What are your thoughts about a new feature that allows you to instant message a travel agent with any questions as you book your travel?,[object Object],36,[object Object]
Alternates – Question 2,[object Object],Would you like to correspond with a travel agent while you are booking travel?  ,[object Object],<listen>  ,[object Object],What are some ways that you would like to correspond with a travel agent while you are booking travel? ,[object Object],<listen>  ,[object Object],37,[object Object]
Rationale – Question 2,[object Object],What are your thoughts about a new feature that allows you to instant message a travel agent with any questions as you book your travel?,[object Object],This question asked the participant to predict the future.,[object Object],38,[object Object]
Facilitation,[object Object],Remain passive (body, face) ,[object Object],Don’t confirm or reject answers,[object Object],Listen for vocalizations ,[object Object],Watch non-verbal gestures,[object Object],[object Object],Ask your question and let them talk,[object Object],39,[object Object]
Silence is GoldenUser’s Time to Think!,[object Object],40,[object Object]
Card Sorting,[object Object],41,[object Object]
Card Sorting,[object Object],Maximize probability of users finding content,[object Object],Explore how people are likely to group items,[object Object],Identify content likely to be:,[object Object],Difficult to categorize ,[object Object],Difficult to find,[object Object],Misunderstood,[object Object],42,[object Object],Gaffney, Gerry. (2000) What is Card Sorting? Usability Techniques Series, Information & Design. http://www.infodesign.com.au/usabilityresources/design/cardsorting.asp,[object Object],http://www.flickr.com/photos/richtpt  via   http://creativecommons.org/licenses/by-nc-sa/2.0/,[object Object]
43,[object Object],Benefits of Card Sorting,[object Object],Easy and inexpensive,[object Object],Use to determine:,[object Object],Order of information,[object Object],Relationships between info,[object Object],Labels for navigation,[object Object],Verify correct audience,[object Object],Gaffney, Gerry. (2000) What is Card Sorting? Usability Techniques Series, Information & Design. http://www.infodesign.com.au/usabilityresources/design/cardsorting.asp,[object Object]
Open or Closed (Reverse) Sort?,[object Object],44,[object Object],?,[object Object],?,[object Object],?,[object Object],Group 1,[object Object],Group 2,[object Object],Group 3,[object Object]
One title/subject on each card,[object Object],Short for quick reading,[object Object],Detailed enough to understand,[object Object],Supplement - short description on back,[object Object],Use printed stickers (handwriting),[object Object],Practice session first,[object Object],Card Basics,[object Object],45,[object Object],36,[object Object],Preventive Care Guidelines ,[object Object]
46,[object Object],Participants,[object Object],Representative of users,[object Object],Minimum of 6 ,[object Object],More participants = more data to analyze,[object Object],Allow one hour for 50 items,[object Object],30 – 100 cards,[object Object]
Facilitation/Direction,[object Object],Shuffle cards,[object Object],Ask to: ,[object Object],Group items in own way,[object Object],Talk out loud,[object Object],Think about:,[object Object],What expect to be together,[object Object],When expect to see,[object Object],47,[object Object]
Issues,[object Object],Card doesn’t fit: make separate group,[object Object],Not relevant: tell me,[object Object],More than one place: tell me and put in best fit,[object Object],Items not understood,[object Object],Correct audience?,[object Object],Items without consensus ,[object Object],Re-name item?,[object Object],Include in more than one category?,[object Object],48,[object Object]
Grouping Cards,[object Object],Ask to,[object Object],Describe groups and name them,[object Object],Describe overall rationale for grouping cards,[object Object],Show best example from groups,[object Object],What was difficult? What was easy?,[object Object],Happy with final outcome?,[object Object],49,[object Object]
50,[object Object],Analysis,[object Object],Codes on cards = faster data analysis,[object Object],Standardize group names ,[object Object],Look for patterns,[object Object],Excel Spreadsheet (Donna Spencer),[object Object],Online tools - limited analysis,[object Object]
Online Tools,[object Object],Moderated,[object Object],Un-moderated,[object Object],51,[object Object],Optimal Sort, Optimal Workshop - http://www.optimalworkshop.com/,[object Object],Demo: https://livedemo.optimalworkshop.com/optimalsort/supermarketdemo  ,[object Object]
Patterns,[object Object],52,[object Object]
53,[object Object],Looking for Patterns,[object Object],Identify repetition,[object Object],Groupings or clusters of users,[object Object],Overlapping characteristics,[object Object],Relevant to design problem,[object Object],After pattern is found, continuation of study: ,[object Object],Adds cost ,[object Object],Delays reporting,[object Object],Low probability of many new findings,[object Object]
54,[object Object],Focus your effortsuntil…,[object Object],Get to 80%,[object Object]
80% Sure We Know…,[object Object],Primary user’s,[object Object],tasks,[object Object],goals,[object Object],Prioritize with:,[object Object],vision (why we are doing this?),[object Object],business needs,[object Object],etc.,[object Object],Awareness of what not known (yet).,[object Object],55,[object Object]
Are we there yet?,[object Object]
57,[object Object],At Least 80%,[object Object]
Share What You Learn [Radiate Knowledge*],[object Object],58,[object Object],*Thoughtworks via @jonrstahl,[object Object]
59,[object Object],Goals of Sharing,[object Object],Help the team:,[object Object],understand user’s point of view ,[object Object],prioritize content and solutions,[object Object],design for user’s needs and behaviors,[object Object],identify new opportunities,[object Object],create new solutions,[object Object]
Information Radiators Should,[object Object],Represents all research ,[object Object],Facilitate:,[object Object],communication ,[object Object],decision-making ,[object Object],Guide decisions about:,[object Object],Navigation,[object Object],Features,[object Object],Design,[object Object],60,[object Object]
61,[object Object],Persona,[object Object]
62,[object Object],Task Analysis,[object Object],Example of a Task Analysis by Todd Zaki Warfel from his Agile2010 presentation "Opening the Kimono a look behind the design process.",[object Object]
Mental Model,[object Object],Mental Space  (goal or intent),[object Object],Behaviors, thoughts, goals or intents of users,[object Object],Opportunity,[object Object],Content and/or solutions provided,[object Object]
Actionable Gap Analysis,[object Object],Change Situation,[object Object]
Other Methods,[object Object],Brainstorming ,[object Object],Competitive Reviews,[object Object],Focus Groups,[object Object],Expert (Heuristic) Evaluations,[object Object],Paper Prototypes and Wireframes,[object Object],Participatory Design,[object Object],Surveys,[object Object],Usability Testing,[object Object],65,[object Object]
Do UX Early & Often,[object Object],Create a User Wall ,[object Object],Information radiators,[object Object],Artifacts,[object Object],Research findings,[object Object],Competitors,[object Object],66,[object Object]
Update Radiators Regularly,[object Object],67,[object Object]
Recommended Readings,[object Object],68,[object Object]
Contact,[object Object],Carol J. Smith,[object Object],        @carologic,[object Object],carol@mw-research.com,[object Object],Midwest Research, LLC,[object Object],http://www.mw-research.com ,[object Object],69,[object Object]

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User Research 101: DIY Quick Course - CodeMash 2.0.1.1.

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