Progress UX - Research Methods Workshop - 11/2013
1 like581 views
The document provides an overview of a workshop on user research and usability methods. It includes an agenda for the workshop covering research methods, recruiting participants, study plans and moderator guides, moderating sessions, and presenting research. The workshop will discuss planning and conducting user research studies, such as usability tests and ethnographic research, through methods like moderating in usability labs, remotely, and on location. The document outlines best practices for each stage of the user research process.
Progress UX - Research Methods Workshop - 11/2013
- 1. User Research and Usability Methods workshop Jon-Eric Steinbomer, Director of Research Jessica Sears Steinbomer, Principal !1
- 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. UX Research !3 | © 2013 Progress UX LLC
- 4. !4 | © 2013 Progress UX LLC
- 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. 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. Methods !7 | © 2013 Progress UX LLC
- 8. Structure Common! to All Methods Study Planning! Recruiting! Study Sessions! Analysis and Reporting! !8 | © 2013 Progress UX LLC
- 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. Study Plans Contain ! • • • • • • Research Goals! Research Questions! Participants! Method! Measures! Specific Tasks and Questions! !10 | © 2013 Progress UX LLC
- 11. Contexts • • • ! Usability Lab! Remote ! On Location (ethnography) !11 | © 2013 Progress UX LLC
- 12. Usability Lab Behind the glass Moderator communicates through microphone “voice of God” !12 | © 2013 Progress UX LLC
- 13. Usability Lab Software Morae ($1,995) Silverback ($69.95) !13 | © 2013 Progress UX LLC
- 14. Lab Best Practices • • • • ! Participant Comfort! Limit Distraction! Just you and the participant! Chat with observers/note-takers !14 | © 2013 Progress UX LLC
- 15. Remote Research Participant Participant Participant Observers Participant Participant Participant Participant Observers Participant Researchers !15 | © 2013 Progress UX LLC Participant
- 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. Tools !17 | © 2013 Progress UX LLC
- 18. Remote Case Study !18 | © 2013 Progress UX LLC
- 19. Sweepstakes entry form • Too many abandons !19 | © 2013 Progress UX LLC 18
- 20. Live Intercept !20 | © 2013 Progress UX LLC 18
- 21. Recommendations sample • Top-down design • Validation before human verify • Better error feedback !21 | © 2013 Progress UX LLC 18
- 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. 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. Mobile Research !24 | © 2013 Progress UX LLC
- 25. Mobile app/Hardware Research !25 | © 2013 Progress UX LLC 18
- 26. Prototypes !26 | © 2013 Progress UX LLC
- 27. Low-Fidelity Paper-based prototype Full-Fidelity “clickable” prototype Gesture prototype testing (Kinect) Mid-fidelity Balsamiq prototype !27 | © 2013 Progress UX LLC
- 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. Moderating !29 | © 2013 Progress UX LLC
- 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. 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. Moderation Issues • • • • • Taking notes while moderating - takes practice! Time management! Talkers - interrupting gracefully! Non-Talkers! “Bad” Participants! ! !32 | © 2013 Progress UX LLC 18
- 33. Recruiting Participants !33 | © 2013 Progress UX LLC
- 34. Identify who you want to speak with • • • • Personas Marketing data Call center data Sales staff !34 | © 2013 Progress UX LLC
- 35. Cast the net Social media Forums Ethnio - Live Intercept !35 | © 2013 Progress UX LLC
- 36. Recruiting - Ethnio Live Intercept !36 | © 2013 Progress UX LLC
- 37. Collect the data • Screening Survey !37 | © 2013 Progress UX LLC
- 38. Scheduling • Organization Tips !38 | © 2013 Progress UX LLC
- 39. Make the Call • Initial Contact • Scheduling specifics • Confirm • Double Check !39 | © 2013 Progress UX LLC
- 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. Study Plans and Moderator Guides !41 | © 2013 Progress UX LLC
- 42. Your turn! !42 | © 2013 Progress UX LLC