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  • Hi, I'm Dana Chisnell and I'm going to be talking to you about getting the right people in the room for user research and usability tests on Wednesday, September 30 at 1:30 pm Eastern Time. Besides designing and conducting hundreds of usability tests and user research projects, I've also recruited thousands of participants for studies. I, like you, have used agencies to recruit, and I just wasn't satisfied with the quality of participants and the show rates. So I've developed what I think is a better process that I've learned is similar to the process used by the most successful user experience design teams. In this seminar, I'm going to take the fear and loathing out of recruiting for user research projects by giving you strategies and techniques for getting great participants as easily as possible with the fewest possible no-shows.
  • I hope you'll come away from this talk - more relaxed about recruiting because at the end of the seminar, you'll have a much better understanding of what's involved in doing a good recruit for a study, where the value comes from in paying attention to recruiting, and where the process can be simplified - feeling like you can get more and better data from your user research than you ever have before because you've seen the mysteries of developing screening criteria, sourcing, and scheduling unlocked - and wanting to do your own recruiting because you'll want to get that kick start on understanding your users.
  • I'm going to tell you why • recruiting based on market segments and demographics usually just makes recruiting harder and doesn’t make your data any better • you don't have to pay every participant, but compensating them lavishly helps build a great customer experience • finding the right participants just isn't that hard. I'm going to talk about four strategies for recruiting study participants: • Planning ahead • Source resourcefully • Screen as bonus user research • Schedule when and where participants are available
  • Most of us rush through recruiting because it's a dirty job and we'd like to focus instead on doing the real research. I'll tell you about some of my many experiences and how that thinking backfired for me and my clients. I will walk you through very simple steps and lots of examples for setting up and starting a recruit.
  • Your users want to help you make your designs better. Every call center sees this every day. I'll tell you about steps you can take to close the gap between you and your users and I'll cover some novel sources for finding people just like those you want to be in your studies.
  • Every time I interview someone about taking part in a study I'm doing, I learn things. And I begin to build a relationship that the potential participant gets invested in. Here, we'll talk about how touch points and compensation make for committed participants who show up, on time, and give great feedback.
  • Let's say you're wanting to talk with high school students about applying for college. Are you going to be able to hold sessions at 10 in the morning? Or maybe your participants are small Internet businesses and you want to spend a couple of hours with them. How can you do that without taking them away from their business during that time? The answers are really simple, and I'll tell you about the trade-offs you may face in scheduling at the convenience of the design team versus the convenience of the participants.
  • Hi, I'm Dana Chisnell and I'm going to be talking to you about getting the right people in the room for user research and usability tests on Wednesday, September 30 at 1:30 pm Eastern Time. Besides designing and conducting hundreds of usability tests and user research projects, I've also recruited thousands of participants for studies. I, like you, have used agencies to recruit, and I just wasn't satisfied with the quality of participants and the show rates. So I've developed what I think is a better process that I've learned is similar to the process used by the most successful user experience design teams. In this seminar, I'm going to take the fear and loathing out of recruiting for user research projects by giving you strategies and techniques for getting great participants as easily as possible with the fewest possible no-shows.

Preview Getting The Right People In The Room Preview Getting The Right People In The Room Presentation Transcript

  • Getting the right people in the room: Recruiting for user research and usability testing Dana Chisnell UIE Virtual Seminar September 30, 2009 1:30 Eastern Time
    • Relax.
    • Get better data.
    • Do it yourself.
  • Myths busted
    • Market segments and demographics represent users
    • Pay participants as little as possible
    • Finding good participants is difficult
  • Planning ahead
    • Know the goals of the study
    • Identify key behaviors, requirements, & classifiers
    • Locate sources
  • Sourcing outside the usual places
    • Go where users are:
    • User group meetings
    • Trade shows
    • Events
    • Public places
  • Screening = bonus research
    • Do it yourself if at all possible
    • Do the last interview or confirmation
    • Review candidates before they’re selected and scheduled
  • Schedule to make it work for participants
    • Participants are available
    • They’re relaxed and focused
  • Getting the right people in the room: Recruiting for user research and usability testing Dana Chisnell UIE Virtual Seminar September 30, 2009 1:30 Eastern Time