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 blog: