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Progress UX - Research Methods Workshop - 11/2013

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Progress UX - Research Methods Workshop - 11/2013

  1. 1. User Research and Usability Methods workshop Jon-Eric Steinbomer, Director of Research Jessica Sears Steinbomer, Principal !1
  2. 2. Our Agenda ! 9-10 Research Methods! 10-10:30 Recruiting Participants! coffee <br>! 10:45-11:15 Study Plans & Moderator Guides! 11:15-12:00 Moderate!! 12:00-1:00 Lunch & Presenting Research !2 | © 2013 Progress UX LLC
  3. 3. UX Research !3 | © 2013 Progress UX LLC
  4. 4. !4 | © 2013 Progress UX LLC
  5. 5. UX Research ! What people do! ! How people use! ! Small sample size - usually 8-12 people per study! ....but great depth !5 | © 2013 Progress UX LLC
  6. 6. Key UX Research Principals 
 • • • • Test early - with prototypes whenever possible.! • Focus on behaviors Evidence is more important than deliverables.! Iterate on the design during the research phase.! Collaboration with design & development.! rather opinions. “Individuals and interactions over processes and tools” -Agile Manifesto !6 | © 2013 Progress UX LLC
  7. 7. Methods !7 | © 2013 Progress UX LLC
  8. 8. Structure Common! to All Methods Study Planning! Recruiting! Study Sessions! Analysis and Reporting! !8 | © 2013 Progress UX LLC
  9. 9. Study Planning • • • • • ! What are the goals?! What are the research questions?! Who are the users?! Which context is appropriate?! Which research method is appropriate?! !9 | © 2013 Progress UX LLC
  10. 10. Study Plans Contain ! • • • • • • Research Goals! Research Questions! Participants! Method! Measures! Specific Tasks and Questions! !10 | © 2013 Progress UX LLC
  11. 11. Contexts • • • ! Usability Lab! Remote ! On Location (ethnography) !11 | © 2013 Progress UX LLC
  12. 12. Usability Lab Behind the glass Moderator communicates through microphone 
 “voice of God” !12 | © 2013 Progress UX LLC
  13. 13. Usability Lab Software Morae ($1,995) Silverback ($69.95) !13 | © 2013 Progress UX LLC
  14. 14. Lab Best Practices • • • • ! Participant Comfort! Limit Distraction! Just you and the participant! Chat with observers/note-takers !14 | © 2013 Progress UX LLC
  15. 15. Remote Research Participant Participant Participant Observers Participant Participant Participant Participant Observers Participant Researchers !15 | © 2013 Progress UX LLC Participant
  16. 16. Ethnographic “bonus” Participants are more comfortable as they speak to us using their own OS, browser, resolution, etc. !16 | © 2013 Progress UX LLC
  17. 17. Tools !17 | © 2013 Progress UX LLC
  18. 18. Remote Case Study !18 | © 2013 Progress UX LLC
  19. 19. Sweepstakes entry form • Too many abandons !19 | © 2013 Progress UX LLC 18
  20. 20. Live Intercept !20 | © 2013 Progress UX LLC 18
  21. 21. Recommendations sample • Top-down design • Validation before human verify • Better error feedback !21 | © 2013 Progress UX LLC 18
  22. 22. Remote UX Research Best Practices • • • Mind the time zones.! • • Have a backup plan for the screen-share. ! One moderator per session.! If time allows, start broad, then narrow down to your subject (website, prototype, product).! Test the screen share before the session. !22 | © 2013 Progress UX LLC 18
  23. 23. Ethnography - Best Practices ! • Limit the number of interviewers - 2 people if possible! • • Be nimble! • Note the environmental factors! • Take lots of pictures and video Mind the background noise! !23 | © 2013 Progress UX LLC 18
  24. 24. Mobile Research !24 | © 2013 Progress UX LLC
  25. 25. Mobile app/Hardware Research !25 | © 2013 Progress UX LLC 18
  26. 26. Prototypes !26 | © 2013 Progress UX LLC
  27. 27. Low-Fidelity Paper-based prototype Full-Fidelity “clickable” prototype Gesture prototype testing (Kinect) Mid-fidelity Balsamiq prototype !27 | © 2013 Progress UX LLC
  28. 28. Prototype Testing Best Practices • • • • Flexibility when moderating is key! Prototype should be easily modified! Comfort with things breaking ! Make participant aware it’s a prototype! !28 | © 2013 Progress UX LLC 18
  29. 29. Moderating !29 | © 2013 Progress UX LLC
  30. 30. Best Practices • • • • • • Participant comfort! It’s not about you (empathy)! Place your participant as the expert! Use their words! Emphasize there is no right or wrong! Don’t assume - ask! !30 | © 2013 Progress UX LLC 18
  31. 31. Best Practices, cont. • Avoid asking leading questions or “questioning with the target”! • • Resist rescuing ! • Introduce the goals and structure of the session up-front Let the participant lead as much as possible! !31 | © 2013 Progress UX LLC 18
  32. 32. Moderation Issues • • • • • Taking notes while moderating - takes practice! Time management! Talkers - interrupting gracefully! Non-Talkers! “Bad” Participants! ! !32 | © 2013 Progress UX LLC 18
  33. 33. Recruiting Participants !33 | © 2013 Progress UX LLC
  34. 34. Identify who you want to speak with • • • • Personas Marketing data Call center data Sales staff !34 | © 2013 Progress UX LLC
  35. 35. Cast the net Social media Forums Ethnio - Live Intercept !35 | © 2013 Progress UX LLC
  36. 36. Recruiting - Ethnio Live Intercept !36 | © 2013 Progress UX LLC
  37. 37. Collect the data • Screening Survey !37 | © 2013 Progress UX LLC
  38. 38. Scheduling • Organization Tips !38 | © 2013 Progress UX LLC
  39. 39. Make the Call • Initial Contact • Scheduling specifics • Confirm • Double Check !39 | © 2013 Progress UX LLC
  40. 40. Bloopers and Out-takes • No-shows- Oh No! • Recruit reserve participants • Make time in the schedule for reserves • Mr. Wrong !40 | © 2013 Progress UX LLC
  41. 41. Study Plans and Moderator Guides !41 | © 2013 Progress UX LLC
  42. 42. Your turn! !42 | © 2013 Progress UX LLC

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