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Leveraging User Research
for Taxonomy Design
Sarah Barrett + Rachel Price
Taxonomy Bootcamp 2016
Why do user research?
Why do user research?
You can’t afford not to.
Who does user research?
Who does user research?
You do user research.
Basic steps
1. Define objectives
2. Recruit participants
3. Screen participants
4. Conduct interviews
5. Analyze findings
Defining your objectives:
What do you really need to
know?
Recruiting participants
Recruiting participants
Use a recruiter for large studies, or when your participants are not
easily accessible to you.
Recruiting participants
Recruit participants yourself for small studies, or when you have
direct access to participants (y...
Screening participants:
Find the best candidates.
Conducting interviews
Learn to improvise.
Learn to get out of the way.
Analyzing for taxonomy implications
The axes on which they want to pivot (taxonomies)
How people need content grouped base...
Analyzing for taxonomy implications
The axes on which they want to pivot (taxonomies)
How people need content grouped base...
Analyzing for taxonomy implications
The axes on which they want to pivot (taxonomies)
How people need content grouped base...
Finding your implications
1: Collective brain dump
least rigorous
2: Closed card sort style
moderately rigorous
3: Open card sort style
most rigorous
Outcomes of user research
Better for you,
Better for your users.
“That makes sense, we should do
that sometime.”
Are you thinking this right now?
Not sometime.
Now. Start small.
“That makes sense, we should do
that sometime.”
Sarah Barrett
sarah.barrett@factorfirm.com
Rachel Price
rachel.price@factorfirm.com
Image credits
Arrows in targets: https://flic.kr/p/5oTsVq
Hitchcock street scene: https://flic.kr/p/qNAnSx
All other image...
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Leveraging User Research for Taxonomy Design

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How do you conduct user research specifically to make better taxonomy design decisions? It's not technically challenging, there are just a few considerations you need to make. First time conducting user research? Never fear, we're here to help you figure it out. For even more information, download the complementary e-book: http://factorfirm.com/posts/user-research-for-taxonomy-design-the-e-book/

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Leveraging User Research for Taxonomy Design

  1. 1. Leveraging User Research for Taxonomy Design Sarah Barrett + Rachel Price Taxonomy Bootcamp 2016
  2. 2. Why do user research?
  3. 3. Why do user research? You can’t afford not to.
  4. 4. Who does user research?
  5. 5. Who does user research? You do user research.
  6. 6. Basic steps 1. Define objectives 2. Recruit participants 3. Screen participants 4. Conduct interviews 5. Analyze findings
  7. 7. Defining your objectives: What do you really need to know?
  8. 8. Recruiting participants
  9. 9. Recruiting participants Use a recruiter for large studies, or when your participants are not easily accessible to you.
  10. 10. Recruiting participants Recruit participants yourself for small studies, or when you have direct access to participants (your co-workers).
  11. 11. Screening participants: Find the best candidates.
  12. 12. Conducting interviews
  13. 13. Learn to improvise.
  14. 14. Learn to get out of the way.
  15. 15. Analyzing for taxonomy implications The axes on which they want to pivot (taxonomies) How people need content grouped based on what they usually do (structure) The language they use (terms)
  16. 16. Analyzing for taxonomy implications The axes on which they want to pivot (taxonomies) How people need content grouped based on what they do (structure) The language they use (terms)
  17. 17. Analyzing for taxonomy implications The axes on which they want to pivot (taxonomies) How people need content grouped based on what they usually do (structure) The language they use (terms)
  18. 18. Finding your implications
  19. 19. 1: Collective brain dump least rigorous
  20. 20. 2: Closed card sort style moderately rigorous
  21. 21. 3: Open card sort style most rigorous
  22. 22. Outcomes of user research Better for you, Better for your users.
  23. 23. “That makes sense, we should do that sometime.”
  24. 24. Are you thinking this right now? Not sometime. Now. Start small. “That makes sense, we should do that sometime.”
  25. 25. Sarah Barrett sarah.barrett@factorfirm.com Rachel Price rachel.price@factorfirm.com
  26. 26. Image credits Arrows in targets: https://flic.kr/p/5oTsVq Hitchcock street scene: https://flic.kr/p/qNAnSx All other images created by the authors.

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