Intercept them in the wild:
Recruiting hard-to-find participants
Dana Chisnell
Whitney Quesenbery
Center for Civic Design
Hi. Can I ask you some
quick questions?
Why would anybody
recruit research participants
this way?
What’s happening here?
1.  Observe
2.  Approach
3.  Invite
4.  Read reactions
5.  Respond to objections
6.  Ask
7.  Transi...
Observe
What are you looking for?
fit for the sample
sanity
eye contact
1
Approach
How do you present yourself?
asking for a favor
not crazy or scary
not selling anything
not begging
2
Invite
Talking to strangers
smiling
walking
pitching
3
Read
How do you know whether they’re willing?
If they’re not leaving, keep talking
If they keep going, walk along for a bi...
Respond
What are their concerns?
credibility
purpose of interview
time
just NO
5
Ask
Do they qualify?
minimal qualifications
snap decisions
easy to dismiss
start with a script but be willing to flex
6
Transition
Willing to spend more time?
thanks
could I have [specific amount of time]
progressive (quick) disclosure
keep t...
Practicalities:
Planning for intercepts
Goals
§  What do you want to end up with?
§  What are you using the data for?
Locations and timing
§  High traffic, but not traversing
§  Lots of loitering or waiting
§  Cafes
§  Community centers...
Intermediaries
People who are connected to the community that you
want to meet
Trusted sources
Know the territory
Caution:...
Scripting
Flexibly transitioning
§  Pre-visualize
§  Checklist-like
§  Track timing
Transition
Very quick!
Sampling and targets
Have in mind what you want coverage to be
Check on the mix at regular intervals
Look at what you’re l...
Choosing whom to
approach
Issues in
self-awareness
Issues in self-awareness
fear and apprehension
bias
getting started
Personal comfort and safety
§  Dress for weather
§  Choose shoes for standing
§  Drink water
Personal comfort and safety
§  Work with a partner
§  Be aware of surroundings
§  Not after dark, outside
Languages
Have materials available in languages
Make the translator a partner
make sure they know the goals of the study
g...


Summary
Choose locations carefully
Use intermediaries and translators
Script but flex
Choreograph the transition
Be awar...
Thank you
Dana Chisnell
Whitney Quesenbery
Center for Civic Design
hello@centerforcivicdesign.org
blog: civicdesigning.org
Intercept them in the wild: Recruiting hard-to-find participants
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Intercept them in the wild: Recruiting hard-to-find participants

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Dana Chisnell's presentation from the UXPA Boston 2014 conference.

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Intercept them in the wild: Recruiting hard-to-find participants

  1. 1. Intercept them in the wild: Recruiting hard-to-find participants Dana Chisnell Whitney Quesenbery Center for Civic Design
  2. 2. Hi. Can I ask you some quick questions?
  3. 3. Why would anybody recruit research participants this way?
  4. 4. What’s happening here? 1.  Observe 2.  Approach 3.  Invite 4.  Read reactions 5.  Respond to objections 6.  Ask 7.  Transition
  5. 5. Observe What are you looking for? fit for the sample sanity eye contact 1
  6. 6. Approach How do you present yourself? asking for a favor not crazy or scary not selling anything not begging 2
  7. 7. Invite Talking to strangers smiling walking pitching 3
  8. 8. Read How do you know whether they’re willing? If they’re not leaving, keep talking If they keep going, walk along for a bit 4
  9. 9. Respond What are their concerns? credibility purpose of interview time just NO 5
  10. 10. Ask Do they qualify? minimal qualifications snap decisions easy to dismiss start with a script but be willing to flex 6
  11. 11. Transition Willing to spend more time? thanks could I have [specific amount of time] progressive (quick) disclosure keep the time promise 7
  12. 12. Practicalities: Planning for intercepts
  13. 13. Goals §  What do you want to end up with? §  What are you using the data for?
  14. 14. Locations and timing §  High traffic, but not traversing §  Lots of loitering or waiting §  Cafes §  Community centers §  Mixed use areas §  Open markets or malls
  15. 15. Intermediaries People who are connected to the community that you want to meet Trusted sources Know the territory Caution: Be clear about roles
  16. 16. Scripting Flexibly transitioning §  Pre-visualize §  Checklist-like §  Track timing
  17. 17. Transition
  18. 18. Very quick!
  19. 19. Sampling and targets Have in mind what you want coverage to be Check on the mix at regular intervals Look at what you’re learning from whom Set goals
  20. 20. Choosing whom to approach
  21. 21. Issues in self-awareness
  22. 22. Issues in self-awareness fear and apprehension bias getting started
  23. 23. Personal comfort and safety §  Dress for weather §  Choose shoes for standing §  Drink water
  24. 24. Personal comfort and safety §  Work with a partner §  Be aware of surroundings §  Not after dark, outside
  25. 25. Languages Have materials available in languages Make the translator a partner make sure they know the goals of the study give them the script get translations ahead of time Don’t insist on one language or the other
  26. 26. 
 Summary Choose locations carefully Use intermediaries and translators Script but flex Choreograph the transition Be aware of personal biases Work in pairs
  27. 27. Thank you
  28. 28. Dana Chisnell Whitney Quesenbery Center for Civic Design hello@centerforcivicdesign.org blog: civicdesigning.org
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