Aurelius and User Interviews teamed up to bring you this free webinar to share tips and practices to speed up your user research efforts. https://blog.aureliuslab.com/quick-easy-user-research

1. 8 Tips to Build a Quicker, Easier
Research Practice

3. Hi 👋 I’m Zack
Co-founder and CEO at Aurelius
zack@aureliuslab.com
www.aureliuslab.com

4. Hi 👋 I’m Carrie
Content Creator at User Interviews
carrie@userinterviews.com
www.userinterviews.com

5. What we’re doing today…
1. 8 tips to build a user research practice
a. no need to take notes, we’ll send you the slides afterwards!
2. Q & A
3. Stay after for a live demo of UI + Aurelius, and learn how you can use our
tools to make research even easier

6. First things first—
It’s never going to be totally easy. Unfortunately, we can’t magically make your
research work perfectly every time. But we can help you learn how to make it
easier, quicker, and try to take some of the pain out of research.

7. 1. Make Research Habitual
● First, decide on a cadence that works for you and your team
○ Once a week, with focus on frequency over # of sessions
● Be realistic about your time and resources.
○ $$ for software, participant incentives
○ You and your team’s time, including preparation, actual research sessions, and analysis
● Stick to it!
○ Create recurring calendar events, so it’s baked into your week like anything else.

8. 2. Organize your research projects
consistently
● Projects by research effort or product
○ Consistent structure for organizing projects allows you find information from past studies
faster and easier after the research is done
● Organizing notes and observations
○ Avoid the “wall of text” for notes on a project
○ Organize notes by “source” or participant to track findings and patterns in analysis
○ Group notes based on the organization scheme you choose for your project

9. 3. Assemble a panel of participants
● Build a good list of participants you can use for research, so you don’t have
to spend time recruiting every time.
● A panel allows you to keep track of...
○ the last time they participated
○ gather details about them as they participate

10. 3. Assemble a panel of participants
● How do I build a panel?
Chat Intercepts
In-App Intercepts
Existing Customer Lists
Feedback opt-in
In-context links
Social media
P.S. You can manage your panel through User Interviews

11. 4. Tag and organize notes as you go
● Speeds up analysis time later and allows you to “dig deeper”
○ Sometimes referred to as “data coding”
○ Create themes as you go
● Keep detailed participation notes
○ Keep track of the last time they participated, any new information you learn about them in
the session, etc.
○ Use tags to describe your notes and observations in ways you’ll want to group, analyze
and search later

12. 4. Tag and organize notes as you go

13. 5. Involve the whole team
● Research is really important, and it’s a great opportunity for teams of all
kinds to hear from customers firsthand
● Your team can help…
○ Set learning goals that have more impact
○ Take notes
○ Synthesize data
● To keep things organized, create shareable templates

14. 6. Document everything you can
● You never know when certain observations may be useful today or
tomorrow, so take diligent notes about everything
● Tag/code those notes for context and detail
● Include any additional artifacts like pictures, audio, video, etc.
● Put everything in one central location
○ This should all be organized by the project/product just like we talked about earlier

15. 7. Create key insights for sharing nuggets or
findings
● Don’t share raw data or single observations
● Create Key Insights (aka “findings” or “nuggets”) to build a reusable library
of user research knowledge
● 4 parts to a Key Insight
○ Title: Statement of what you learned
○ Description: Details about that statement and why it’s important
○ Supporting Data: Notes, observations and artifacts that support the key insight and
provide more context
○ Tags: Labels that describe the key insight to easily organize, find and reuse the insight by
pattern or theme

16. 7. Create key insights for sharing nuggets or
findings

17. 8. Group relevant key insights across
projects and get them shared!
● Group your Key Insights from all user research
○ By topic or theme
○ By product
○ By feature
○ By department or team
○ By persona or customer segment
● Share those groups with relevant team members!

18. Questions? Answers!

19. UI Walkthrough
Launch your first project with 3 free participants.
Schedule a demo with our research consultants to learn how UI can work for
your team.

20. Aurelius Walkthrough