Escape The Lab Tri Upa Slides

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Escape The Lab Tri Upa Slides

  1. ESCAPE THE LAB LET’S GET STARTED MMKAY? Thursday, October 1, 2009
  2. Thursday, October 1, 2009
  3. I’m Nate BOLT Thursday, October 1, 2009
  4. 10 YEARS 234 STUDIES 2,615 PARTICIPANTS (MODERATED) 89 ORGANIZATIONS 19,120 HOURS Thursday, October 1, 2009
  5. #ETLAB Thursday, October 1, 2009
  6. remote USABILITY Thursday, October 1, 2009
  7. oh Thursday, October 1, 2009
  8. and Thursday, October 1, 2009
  9. also Thursday, October 1, 2009
  10. NO Thursday, October 1, 2009
  11. time Thursday, October 1, 2009
  12. travel Thursday, October 1, 2009
  13. OR Thursday, October 1, 2009
  14. lasers Thursday, October 1, 2009
  15. HOW TO BE graceful When All Your TECHNOLOGY BREAKS Thursday, October 1, 2009
  16. PLEASE DON’T TRIP ON THE CABLES Thursday, October 1, 2009
  17. SO ANYWAY WHAT’s UP WITH YOU? Have you conducted remote testing before? Most important thing to get out of today? Biggest concern about remote research? Thursday, October 1, 2009
  18. IT’S TIME TO BREAK OUT YOUR LAPTOP AND GET ON THE WIFI Thursday, October 1, 2009
  19. WIFI: CED CLASSROOM (NO PASSWORD) Thursday, October 1, 2009
  20. GO TO escapethelab.coM Thursday, October 1, 2009
  21. Remote Research In person Remote Definition: Research where the participant is not sharing physical space with the researcher. % of qualitative research done remotely* *Source: BP’s best guess Thursday, October 1, 2009
  22. a demonstration Thursday, October 1, 2009
  23. Thursday, October 1, 2009
  24. Thursday, October 1, 2009
  25. What we’ll cover today When to go remote Study Design Recruiting Toolkit Moderating Pitfalls Thursday, October 1, 2009
  26. When does remote win? Thursday, October 1, 2009
  27. Native Environment Cheap ethnography, not cheap lab. Thursday, October 1, 2009
  28. Real Time Allows self-motivated tasks. Thursday, October 1, 2009
  29. Involved Observers Easier to collaborate in real time. Thursday, October 1, 2009
  30. Geography Thursday, October 1, 2009
  31. When does remote fail? Thursday, October 1, 2009
  32. Bandwidth Yes, it’s an issue. Thursday, October 1, 2009
  33. Translation It’s expensive and difficult to do live. Thursday, October 1, 2009
  34. Minors Consent is a bear. Especially if they’re under 13. Thursday, October 1, 2009
  35. Faces Most users don’t have webcams. Webcams are a little invasive. Thursday, October 1, 2009
  36. making the most Thursday, October 1, 2009
  37. TIME-AWARE Tasks Told to find purple pumps. Has to wear this for sister’s wedding this weekend. Doesn’t care. Whole different interview. Thursday, October 1, 2009
  38. Real Time OBservers Thursday, October 1, 2009
  39. Change on the fly “No one seems engaged in the laptop customizer” “Let’s add questions about who they get recommendations from” Thursday, October 1, 2009
  40. EXERCISE JUMP IN THE POOL Groups of 5 Pick one moderator and one participant 10 minutes of moderating Thursday, October 1, 2009
  41. MODERATOR Instructions Your partner has the same puzzle Goal: find out what’s hardest about it Hint: ask them to give you a play by play of what they are doing Follow along with your puzzle (remote puzzle sharing?) NO helping, even if you could. Thursday, October 1, 2009
  42. A PrizE First person to finish the puzzle wins a hand-imported organic Rococo chocolate bar with four flavors to choose, including bacon, if you’re into weird stuff. Thursday, October 1, 2009
  43. Thursday, October 1, 2009
  44. Surprises? Thursday, October 1, 2009
  45. Designing Remote Studies Thursday, October 1, 2009
  46. Thursday, October 1, 2009
  47. Thursday, October 1, 2009
  48. AUTOMATED Tools Thursday, October 1, 2009
  49. plan THIS Thursday, October 1, 2009
  50. plan THIS Method Recruiting Logistics Incentives (optional) Thursday, October 1, 2009
  51. MODERATED must-haves Thursday, October 1, 2009
  52. MODERATED must-haves Consent Thursday, October 1, 2009
  53. MODERATED must-haves Consent Tech set-up Thursday, October 1, 2009
  54. MODERATED must-haves Consent Tech set-up The beef Thursday, October 1, 2009
  55. MODERATED must-haves Consent Tech set-up The beef De-installation Thursday, October 1, 2009
  56. MODERATED must-haves Consent Tech set-up The beef De-installation Thanks & incentive Thursday, October 1, 2009
  57. Re-script for remote Thursday, October 1, 2009
  58. Re-script for remote “Ok, I’d like you to start from the homepage, pretend you are shopping for groceries for a party, and buy some paper plates.” Thursday, October 1, 2009
  59. Recruiting Thursday, October 1, 2009
  60. Recruiting Same: Good talkers Same: Demographic fits Thursday, October 1, 2009
  61. Recruiting Same: Good talkers Same: Demographic fits Different: Relevant current tasks Different: Compatible tech Thursday, October 1, 2009
  62. LogisticS: What & How Provide test target Access Credentials Thursday, October 1, 2009
  63. Logistics: Who & When How to connect with the user (we’ll discuss in Tools) Managing time zones Session length Thursday, October 1, 2009
  64. Paying Incentives Collect minimal personal info Deliver quickly Appropriate for location Thursday, October 1, 2009
  65. Advanced planning: hybrid studies Numbers actually do lie sometimes And they don’t tell you the why 3-5 remote interviews is all you need Thursday, October 1, 2009
  66. Portable Research Thursday, October 1, 2009
  67. BREAK Thursday, October 1, 2009
  68. Recruiting for Remote Thursday, October 1, 2009
  69. We all need people Relevant tasks Compatible tech Good talkers Demographic fits Thursday, October 1, 2009
  70. Gold Standard Live recruiting Get as close as you can Thursday, October 1, 2009
  71. Recruiting Options Ethnio Links or house ads to online forms Recruiting agencies Customer email lists Panels Craigslist/online ads Thursday, October 1, 2009
  72. use Ethnio when Website access Some budget Quotas are relatively simple Thursday, October 1, 2009
  73. use forms when You can place a link but not code Low budget Quotas are relatively complex Options: Google Docs Wufoo Thursday, October 1, 2009
  74. Google docs Thursday, October 1, 2009
  75. use Agencies when No website access People whine about first-time visitors Higher budget Online recruiting failed Thursday, October 1, 2009
  76. Customer lists Sub-segments Ownership requirements No website access Thursday, October 1, 2009
  77. PANELS Thursday, October 1, 2009
  78. Craigslist When other methods don’t work No dough Takes a while Embarrassing to admit Thursday, October 1, 2009
  79. the Gold Standard again Live recruiting Get as close as you can Thursday, October 1, 2009
  80. Live Recruiting Math Target: 6 recruits/hour Allow for: 1% response (low average) You Need: 8-10,000 uniques/day Thursday, October 1, 2009
  81. Thursday, October 1, 2009
  82. Thursday, October 1, 2009
  83. Screener constraints Keep it short Different from surveys Who gets paid? Combining is clever Thursday, October 1, 2009
  84. Remember the Point Tasks that align with research goals Technical compatibility Control demographics Thursday, October 1, 2009
  85. EXERCISE Create a live recruiting screener Ethnio or Wufoo 10 questions max 15 minutes Technical compatibility Control demographics ethnio.com escape / escape Thursday, October 1, 2009
  86. Thursday, October 1, 2009
  87. Your best questions Thursday, October 1, 2009
  88. SwitchING TO ethnio... Thursday, October 1, 2009
  89. Remote Research Toolkit Thursday, October 1, 2009
  90. 5 easy pieces Talk to the user See what they’re doing Take notes (optional) Involve observers (optional) Record audio & video (optional) Thursday, October 1, 2009
  91. Communication phone Skype / VOIP Reliable Cheap or free Can be expensive Harder for users for international Can combine with Conference calls screensharing to needed for stress user’s observers connection The Past The Future Thursday, October 1, 2009
  92. Screen-sharing Standalone Integrated Adobe Connect UserVue LiveLook WebEx GoToMeeting Thursday, October 1, 2009
  93. Adobe Connect Thursday, October 1, 2009
  94. Livelook Thursday, October 1, 2009
  95. Webex Thursday, October 1, 2009
  96. Uservue Thursday, October 1, 2009
  97. GoToMeeting Thursday, October 1, 2009
  98. Taking Notes Second monitor if possible Excel Hack (for time codes) Thursday, October 1, 2009
  99. Observer Involvement IM Web Chat Rooms Integrated Chat Passing Notes Thursday, October 1, 2009
  100. Recording Tools Hardware Software Phone Patch Camtasia (Windows) Cables iShowU HD (Mac) Thursday, October 1, 2009
  101. LUNCH. ASK THE INTERNET OR ANYONE BESIDES ME Thursday, October 1, 2009
  102. djeat - A stupid way of saying "Did Ya Eat?" or a nickname for Derek Jeter. Thursday, October 1, 2009
  103. let’s get even more technical Thursday, October 1, 2009
  104. Phone patch set up Thursday, October 1, 2009
  105. Simple Set-up Thursday, October 1, 2009
  106. Intermediate Set-up Thursday, October 1, 2009
  107. Advanced Set-up Thursday, October 1, 2009
  108. AGAIN THE Tools Thursday, October 1, 2009
  109. exercise Roll your own What will be your base set-up? Write it down Thursday, October 1, 2009
  110. Your version? Thursday, October 1, 2009
  111. Moderating for Remote Thursday, October 1, 2009
  112. Is it really any different? (Short answer: some.) Thursday, October 1, 2009
  113. Chances are they’ve never done this before Thursday, October 1, 2009
  114. What they worry about Thursday, October 1, 2009
  115. Who are you and can I trust you? Thursday, October 1, 2009
  116. If you can see my screen, can you see my face? Thursday, October 1, 2009
  117. Will you be able to take control of my computer? Thursday, October 1, 2009
  118. Will you help me get the plug-in off my computer at the end? Thursday, October 1, 2009
  119. Will this work if I have a firewall/proxy/strict IT department? Thursday, October 1, 2009
  120. Is this going to end up on YouTube? Thursday, October 1, 2009
  121. Will I really get the incentive if I do this? Thursday, October 1, 2009
  122. How long will it take? Thursday, October 1, 2009
  123. Is it OK if I have to take a quick call in the middle? Thursday, October 1, 2009
  124. Is it OK if my kids/dog/homies are making noise in the background? Thursday, October 1, 2009
  125. OXYMORON? Remote empathy Thursday, October 1, 2009
  126. Phone Interviewing Specifics Thursday, October 1, 2009
  127. Things sound leading Pitfalls Thursday, October 1, 2009
  128. Body language is huge Actual language is important too Make sure you’re comfortable Thursday, October 1, 2009
  129. BREAK Thursday, October 1, 2009
  130. EXERCISE Thursday, October 1, 2009
  131. Thursday, October 1, 2009
  132. How did it go? Thursday, October 1, 2009
  133. Advanced Techniques High Emotions Thursday, October 1, 2009
  134. Advanced Techniques One to many moderation Multi-threading Thursday, October 1, 2009
  135. Future Frontiers Thursday, October 1, 2009
  136. Observer input One more stream on your screen (Possibly 2 or 3) Thursday, October 1, 2009
  137. So, what could go wrong? Thursday, October 1, 2009
  138. 3 points of failure Technology yours participant’s observer’s Recruiting Scripting Thursday, October 1, 2009
  139. Control what you can control Which is, your set up. You wouldn’t go backpacking without checking your gear. Do it 24 hours in advance. Or else. Thursday, October 1, 2009
  140. Prepare for what you can’t control User’s dog trips over power cord Internet affected by local weather User can’t install Doesn’t know how to install Thursday, October 1, 2009
  141. Mid-Session Tech Problems Thursday, October 1, 2009
  142. Live Recruiting Problems What if they gave a study and nobody came? Thursday, October 1, 2009
  143. Increase exposure When you’re not getting enough views When the wrong type of users are responding Thursday, October 1, 2009
  144. Increase incentives When it’s cheaper When you’re almost getting enough When segments are tough Thursday, October 1, 2009
  145. Switch methods When base traffic level isn’t high enough Thursday, October 1, 2009
  146. Script Problems Cut the BS. Thursday, October 1, 2009
  147. The bottom line If they’re not engaged, something’s wrong. Thursday, October 1, 2009
  148. Burn the script Find out what matters. Thursday, October 1, 2009
  149. SPONSORS Rosenfeldmedia.com - 20% off everything at with discount code: TRIUPA Loop11.com - use the referral code “Escape the Lab” UserZoom.com - 20% discount on any of the four licensed plan. Discount Code: Bolt&Peter Thursday, October 1, 2009
  150. quick feedback! GO TO escapethelab.coM Thursday, October 1, 2009
  151. QUESTIONS Thursday, October 1, 2009
  152. @boltpeters @BOLTRON NATE@BOLTPETERS.COM #ETLAB Thursday, October 1, 2009
  153. kthxbai. Thursday, October 1, 2009

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