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1. Remote Moderated 101:
Expanding Your Research Toolkit
Featured Speakers: Kuldeep Kelkar & Jamie Miller, UserZoom

2. Quick Housekeeping
• Control panel on the side of your screen if you
have any comments during the presentation
• Time at the end for Q&A
• Today’s webinar will be recorded for future viewing
• All attendees will receive a copy of the
slides/recording
• Continue the discussion using #uzwebinar
Let’s make sure you’re all set up for the webinar!

3. Agenda
Research Methods Overview
Tips & Tricks:10 Phases of Remote Moderated
Checklist
Q & A
1
2
3
4
Kuldeep Kelkar
VP Research Services
UserZoom
Webinar Speakers
Jamie Miller
Lead Researcher
UserZoom

4. Poll #1
In the last 6 months, have you conducted a moderated
study (either in-person or remote)?
• Yes
• No

5. Poll #2
What best describes your current role?
• Product Owner, Business Owner, Marketing Manager, IT
Manager
• Designer (Interaction, Visual, Information Architecture)
• Content Manager
• User Researcher
• Other

6. Various Research Methods

7. https://www.nngroup.
com/articles/which-
ux-research-
methods/

8. https://www.nngroup.
com/articles/which-
ux-research-
methods/

9. Why Moderated?
To find usability issues
When you need in-depth behavioral feedback

10. Moderated:
In-person vs. Remote

11. Differences, Advantages & Disadvantages
In-person
• Local Area participants
• Easier to read body language
• Testing hardware
• Product can only run on a certain
environment / pre-release product
Remote
• Geographically dispersed participants
• No travel, fits limited budget
• Own environments, natural use
• Potential technical issues / bandwidth issues

12. https://www.nngroup.
com/articles/which-
ux-research-
methods/

13. Expert Tips & Tricks
10 Phases of
Remote Moderated

14. The Plan:
Choose Your Recipe
Who
What
When
For how long
#1

15. Participant Expectations:
Preheat The Oven
The difference between a successful
session vs. a failed one usually comes
down to ONE thing:
Setting participant expectations
from first point of contact
#2

16. Recruiting:
Gather Your Ingredients
#3
Add technology questions (Screener)
Over recruit
Reminders / putting tech instructions in email
Have a dial in (in addition to a URL)
Time Zones: Be careful
Ensure there is enough time between sessions to reset
NDAs/ Consent forms (remote signatures)
Have a way to reschedule or cancel easily

17. Pilot:
Mix The Batter & Taste
#4
Run 1-2 pilots
Test tech set up fully (meeting software,
recording, prototypes)
Test flow of script and time needed to run the
study – allowing for tech set up and potential
questions from observers

18. Pilot:
Mix The Batter & Taste
#4

19. Pilot:
Mix The Batter & Taste
#4

20. Observers:
Grease The Pan
#5
Prep observers beforehand–ensure observers
cannot interrupt the session, but have a way to
send questions
If possible get them all in one room to observe
and you be in another room
If time allows, field questions from observers at
the end of the session (private chat)
Add calendar invites SEPARATELY from the
participant

21. Right Before The Session:
Make Sure The Oven
Is Ready
#6
Get your tech ready
Ensure observers are hidden/on mute/ cameras
are off
Turn on your (moderator’s) camera

22. THE Session:
Put Your Cake In The
Oven
#7
Get the participant in the study
No matter how much you prepare, it is still possible
something will go wrong
Don’t be afraid to cancel or reschedule
Have the participant bring up the stimulus on their
screen – optionally, have them control your
computer

23. THE Session:
Bake The Cake
#8
Run the session!
Master multi-tasking: observing, taking notes,
fielding questions, troubleshooting issues
(internet cuts out/goes down, power goes out,
stimulus website goes down)

24. Debrief:
Critique The Cake
#9
Debrief with observers (discuss participants
likes and dislikes)

25. Debrief:
Adjust The Recipe
#10
Gather feedback about the study script (any
changes needed)
Optimize

26. Remote
Moderated
Checklist

27. UserZoom is launching
Moderated Usability
Testing capabilities
Stay tuned for an upcoming webinar featuring a product demo on
how to conduct Moderated testing within UserZoom’s Platform

28. Q&A

29. THANK YOU
marketing@userzoom.com +1 866-599-1550