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So you think you can moderate?
Techniques to enhance your moderating skills


 PREPARED BY:                  PREPARED FOR:
 Andrew Schall
 Director of User Experience
 SPARK Experience Design




                                    Tweet during this session #userfocus
In this session:
• What kind of moderator are you?

• Understand what makes a good moderator

• The participant persona watch list

• Moderating Live!




Tweet during this session #userfocus   @andrewschall
1,200+ hours
          moderating user research sessions




Tweet during this session #userfocus   @andrewschall
So…are you a good moderator?
     PREPARED BY:                      PREPARED FOR:




Tweet during this session #userfocus      @andrewschall
Most people think they are
   good moderators
   (This is typically not the case)
     PREPARED BY:                      PREPARED FOR:




Tweet during this session #userfocus      @andrewschall
The spectrum of moderator personalities

 Robotic                                               Animated




Tweet during this session #userfocus   @andrewschall
Attributes of a good moderator
•   Friendly (but not too friendly)
•   Flexible
•   Open-minded
•   Objective
•   Curious
•   Deals well with ambiguity




Tweet during this session #userfocus   @andrewschall   7
How to be a good moderator
   Do’s & Don’ts
     PREPARED BY:                      PREPARED FOR:




Tweet during this session #userfocus      @andrewschall
Remember that participants:

• Are often nervous
• Feel as though they are being
  tested
• On their best behavior
• Have more patience
• Usually want to please you
  (Experimenter Effect)
• Want to succeed




Tweet during this session #userfocus   @andrewschall
Keep Quiet




Tweet during this session #userfocus   @andrewschall
Observe




Tweet during this session #userfocus   @andrewschall
Ask




Tweet during this session #userfocus   @andrewschall
Reducing bias
Don’t let the participant know
what you are thinking
• Watch your verbal language
• Watch your body language
• Embody neutrality




Tweet during this session #userfocus   @andrewschall
What to do when a participant…
• Asks you a question about the task
• Gets stuck
• Looks frustrated/confused/grunts/sighs
• Gives up
• Does the wrong thing and thinks they are wrong
• Does the wrong thing and thinks they are right
• Does the right thing
• Asks you if they got the task right
• Asks for your opinion




Tweet during this session #userfocus    @andrewschall
Participant Persona Watch List




 Tweet during this session #userfocus   @andrewschall
The Mute




Tweet during this session #userfocus   @andrewschall
The Talker




Tweet during this session #userfocus   @andrewschall
The Naysayer




Tweet during this session #userfocus   @andrewschall
Mr./Mrs. Positive




Tweet during this session #userfocus   @andrewschall
The Designer




Tweet during this session #userfocus   @andrewschall
Let’s try this out
     PREPARED BY:                      PREPARED FOR:




Tweet during this session #userfocus      @andrewschall
Q&A
     PREPARED BY:                      PREPARED FOR:




Tweet during this session #userfocus      @andrewschall

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So you think you can moderate? (Andrew Schall)

  • 1. So you think you can moderate? Techniques to enhance your moderating skills PREPARED BY: PREPARED FOR: Andrew Schall Director of User Experience SPARK Experience Design Tweet during this session #userfocus
  • 2. In this session: • What kind of moderator are you? • Understand what makes a good moderator • The participant persona watch list • Moderating Live! Tweet during this session #userfocus @andrewschall
  • 3. 1,200+ hours moderating user research sessions Tweet during this session #userfocus @andrewschall
  • 4. So…are you a good moderator? PREPARED BY: PREPARED FOR: Tweet during this session #userfocus @andrewschall
  • 5. Most people think they are good moderators (This is typically not the case) PREPARED BY: PREPARED FOR: Tweet during this session #userfocus @andrewschall
  • 6. The spectrum of moderator personalities Robotic Animated Tweet during this session #userfocus @andrewschall
  • 7. Attributes of a good moderator • Friendly (but not too friendly) • Flexible • Open-minded • Objective • Curious • Deals well with ambiguity Tweet during this session #userfocus @andrewschall 7
  • 8. How to be a good moderator Do’s & Don’ts PREPARED BY: PREPARED FOR: Tweet during this session #userfocus @andrewschall
  • 9. Remember that participants: • Are often nervous • Feel as though they are being tested • On their best behavior • Have more patience • Usually want to please you (Experimenter Effect) • Want to succeed Tweet during this session #userfocus @andrewschall
  • 10. Keep Quiet Tweet during this session #userfocus @andrewschall
  • 11. Observe Tweet during this session #userfocus @andrewschall
  • 12. Ask Tweet during this session #userfocus @andrewschall
  • 13. Reducing bias Don’t let the participant know what you are thinking • Watch your verbal language • Watch your body language • Embody neutrality Tweet during this session #userfocus @andrewschall
  • 14. What to do when a participant… • Asks you a question about the task • Gets stuck • Looks frustrated/confused/grunts/sighs • Gives up • Does the wrong thing and thinks they are wrong • Does the wrong thing and thinks they are right • Does the right thing • Asks you if they got the task right • Asks for your opinion Tweet during this session #userfocus @andrewschall
  • 15. Participant Persona Watch List Tweet during this session #userfocus @andrewschall
  • 16. The Mute Tweet during this session #userfocus @andrewschall
  • 17. The Talker Tweet during this session #userfocus @andrewschall
  • 18. The Naysayer Tweet during this session #userfocus @andrewschall
  • 19. Mr./Mrs. Positive Tweet during this session #userfocus @andrewschall
  • 20. The Designer Tweet during this session #userfocus @andrewschall
  • 21. Let’s try this out PREPARED BY: PREPARED FOR: Tweet during this session #userfocus @andrewschall
  • 22. Q&A PREPARED BY: PREPARED FOR: Tweet during this session #userfocus @andrewschall