A Brief, Very Brief, Introduction to Task Based Models

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presentation for user reseach friday in San Francisico
also see http://www.rosenfeldmedia.com/books/alignment/

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A Brief, Very Brief, Introduction to Task Based Models

  1. 1. A Brief, Very Brief, Introduction to Task Based Models Indi Young [email_address] user experience design & research
  2. 2. What is a Mental Model?
  3. 3. What is a Mental Model? Fill coffee maker with water Take first glorious sip Go to cafe for beans Grind beans Clean out filter Find clean mug Wipe up counter Measure and scoop grounds
  4. 4. What a Mental Model Diagram Looks Like <ul><li>Collections of tasks organized in a skyline horizon chart </li></ul><ul><li>Three levels  Task, Tower, and Mental Space </li></ul>
  5. 5. You can use a mental model to define a product
  6. 6. Yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak... Yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak... Yak yak yak yak yak yak yak yak yak yak yak yak kak yak yak yak yak yak yak yak yak yak yak...
  7. 8. Ah Ha!
  8. 9. Three Classes of Research Software Structure Information Architecture Content Location Contextual Information Contextual Marketing Gap Analysis Task Interviews Contextual Inquiry Surveys Conceptual How things get done Interaction Design Interaction Flow Page Layout Nomenclature Prototypes Usability Testing Log Analysis Customer Feedback Card Sorting Ability What is understood or accomplished with a tool Visual Interpretation Branding Target Marketing Surveys Focus Groups Preference Interviews Card Sorting Preference Preferences, opinions, desires Uses Techniques Data
  9. 10. <ul><li>Building product improvements based on </li></ul><ul><li>Preference Research </li></ul><ul><li>is like </li></ul><ul><li>Building a house from a </li></ul><ul><li>stack of magazine clippings </li></ul><ul><li>instead of a blueprint </li></ul>
  10. 11. Glossy Kitchen Advertisement
  11. 12. Define the Groups by Task <ul><li>Movie-goers: </li></ul>80-year-old grandmother 17-year-old teenage boy
  12. 13. Possible Segment Names from Other Workshops <ul><li>Movie Buff, Expert </li></ul><ul><li>Singles Scene, Dating Couples, Husband & Wife (on a date) </li></ul><ul><li>Movie Mom, Mom’s Circle (person w/dependents) </li></ul><ul><li>Frugal Moviegoer </li></ul><ul><li>Whining Moviegoer (high maintenance) </li></ul><ul><li>Celebrity Fan </li></ul><ul><li>Enthusiasts (single person) </li></ul>
  13. 14. Create a Dynamic Screener
  14. 15. Dynamic Screener - Bottom
  15. 16. Non-Directed Interviews <ul><li>Six Rules </li></ul><ul><ul><ul><ul><li>Do, not Feel </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Open Questions Only </li></ul></ul></ul></ul><ul><ul><ul><ul><li>No Words of Your Own </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Follow the Conversation </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Not About Tools </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Immediate Experience </li></ul></ul></ul></ul>Yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak...
  16. 17. Interviews: Transcript After
  17. 18. Phone vs. Face-to-Face Yak yak yak yak yak yak yak yak yak yak yuk yak yak yak yak yak yak yak yak yak yak yak yak... Yak yak yak yak yak yak yak yak yak yak yuk yak yak yak yak yak yak yak yak yak yak yak yak...
  18. 19. <ul><li>Task Analysis = Combing + Grouping </li></ul>
  19. 20. Combing <ul><li>Pull from the transcript: </li></ul><ul><li>Tasks </li></ul><ul><li>Implied Tasks </li></ul><ul><li>Third Party Tasks </li></ul>
  20. 21. Combing <ul><li>VERB + NOUN </li></ul><ul><li>(walk the dog) </li></ul><ul><li>(buy popcorn) </li></ul>
  21. 22. Grouping <ul><li>Notice patterns . </li></ul><ul><li>Group similar tasks together. </li></ul><ul><li>Name the group based on task words. </li></ul>
  22. 23. Task Analysis: Task Table
  23. 24. Task Analysis: Outline View
  24. 25. <ul><li>Consists of: Tasks </li></ul><ul><li>The individual tasks that people perform when attempting to achieve a larger goal </li></ul>Mental Model: What It Looks Like
  25. 26. <ul><li>Consists of: Task Groups </li></ul><ul><li>Tasks for the same goal grouped together </li></ul>Mental Model: What It Looks Like
  26. 27. <ul><li>Consists of: Mental Spaces </li></ul><ul><li>The set of goals which together form a complete activity </li></ul>Mental Model: What It Looks Like
  27. 28. Mental Model: How It is Used <ul><li>Later: Existing site content from audit is “slotted” underneath to show where current site meets (or doesn’t) users’ needs. </li></ul>Proposal Template Proposal Submission Form Online Discussion Boards <ul><li>Content Slotting </li></ul>
  28. 29. Mental Model: Horizon Chart –or- City Skyline <ul><li>Shows where the existing tool succeeds in meeting these goals, where it overshoots, where opportunities for future development lie </li></ul><ul><li>Excels as a reference document, a starting point for discussions about user requirements </li></ul>
  29. 30. Time Out: Check Your Audience Segments <ul><li>Re-examine and verify/validate audience segments </li></ul><ul><ul><li>Adjust names of segments </li></ul></ul><ul><ul><li>Combine or Separate segments </li></ul></ul>
  30. 31. http://slideshare.net

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