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PRACTICAL	
  USER	
  RESEARCH:
A	
  CRASH	
  COURSE
	
  #MWC_PRACTICALUX
1
INTROS
2
h2p://www.flickr.com/photos/mytudut/5188623575/sizes/z/in/photostream/
ABOUT	
  ME	
  
3
Ma3hew	
  Doty	
  
@ma$hewjdoty
User	
  Experience	
  Leader
Whole-­‐brained	
  Thinkificator	
  
All-­‐around	
  Swell	
  Guy
4
http://marketingpie.risdall.com/wp-content/uploads/2013/03/Tron-fight-for-the-user.jpg
WHO	
  I’VE	
  DONE	
  WORK	
  FOR	
  
Target
Best	
  Buy
Life	
  Time	
  Fitness
OfficeMax
Sears
Marrio$
KraK	
  Foods
Harland	
  Clarke
Arrow	
  Electronics
Halliburton
Pennwell
Ashley	
  Furniture
Goldman	
  Sachs
PNC
AT&T
CTU	
  Online
AIU	
  Online
JC	
  Penny	
  
©	
  2013	
  EVANTAGE	
  CONSULTING
ABOUT	
  EVANTAGE	
  
6
-­‐ BouSque	
  customer	
  experience	
  
consultancy	
  based	
  in	
  Minneapolis.	
  
-­‐ Founded	
  in	
  1999.
-­‐ Consistently	
  ranked	
  one	
  of	
  the	
  best	
  
places	
  to	
  work.
-­‐ Offers...	
  
-­‐ Customer	
  Experience	
  Strategy	
  
-­‐ Digital	
  Strategy,	
  Experience	
  Design,	
  and	
  
ImplementaSon	
  
-­‐ Performance	
  OpSmizaSon
©	
  2013	
  EVANTAGE	
  CONSULTING
ABOUT	
  YOU...
7
• Who	
  are	
  you?
• What’s	
  your	
  problem?
• What	
  do	
  you	
  want	
  
from	
  me?
http://www.flickr.com/photos/86979666@N00/7623744452/sizes/z/in/photostream/
©	
  2013	
  EVANTAGE	
  CONSULTING
OBJECTIVES	
  
1.Demonstrate	
  how	
  quality	
  user	
  insights	
  are	
  actually	
  within	
  
the	
  reach	
  of	
  any	
  organizaSon,	
  project,	
  budget,	
  or	
  
schedule…	
  even	
  yours!	
  
2.Empower	
  you	
  with	
  the	
  basic	
  tools	
  and	
  skills	
  you	
  need	
  to	
  
start	
  doing	
  pracScal	
  research	
  of	
  your	
  own.	
  
3.Send	
  you	
  off	
  with	
  at	
  some	
  kind	
  of	
  real	
  insight	
  for	
  your	
  
parScular	
  project/problem.
8
OUR	
  AGENDA
9
1:00	
  Learn	
  about	
  user	
  research	
  and	
  select	
  your	
  technique
1:30	
  Learn	
  your	
  technique
2:00	
  Design	
  &	
  conduct	
  your	
  study	
  (take	
  breaks	
  as	
  needed)
3:15	
  Document	
  &	
  Present	
  your	
  findings	
  
3:45	
  Wrap	
  up
WARNING
10
We	
  will	
  be	
  moving	
  fast	
  
I	
  will	
  require	
  your	
  parScipaSon
This	
  will	
  be	
  awesome
LEARN	
  
ABOUT	
  USER	
  RESEARCH	
  
&	
  SELECT	
  YOUR	
  
TECHNIQUE
11
WHAT	
  
IS	
  USER	
  RESEARCH?
12
USER	
  RESEARCH
13
An	
  set	
  of	
  acSviSes	
  that	
  help	
  us...	
  
1. Understand	
  the	
  people	
  who	
  will	
  be	
  
actually	
  using	
  what	
  we’re	
  designing.	
  
2. Validate	
  our	
  decisions/assumpSons	
  
throughout	
  the	
  project.
PRACTICAL	
  USER	
  RESEARCH
14
A	
  flexible	
  approach	
  to	
  user	
  
research	
  which	
  delivers	
  many	
  
of	
  the	
  benefits	
  of	
  user	
  insight	
  
while	
  remaining	
  sensiSve	
  to	
  
Sme	
  and	
  budget	
  constraints.
WHY	
  
SHOULD	
  WE	
  DO	
  USER	
  RESEARCH?
15
©	
  2013	
  EVANTAGE	
  CONSULTING 16
h$ps://www.youtube.com/watch?v=RnZyc5LrVEs
SO,	
  WHAT	
  WENT	
  WRONG?
17
NONE	
  OF	
  THE	
  DECISIONS	
  
WERE	
  BASED	
  ON	
  DATA!
WHY	
  SHOULD	
  WE	
  DO	
  USER	
  RESEARCH?
18
TO	
  GET	
  DATA	
  THAT	
  
HELPS	
  US...
©	
  2013	
  EVANTAGE	
  CONSULTING
OVERCOME	
  
PERSONAL	
  
BIAS
19
©	
  2013	
  EVANTAGE	
  CONSULTING
COUNTER	
  
IVORY	
  TOWER	
  
DESIGN
20
http://www.flickr.com/photos/dplanet/94441587/
©	
  2013	
  EVANTAGE	
  CONSULTING
REPLACE	
  
THE	
  ELASTIC	
  
USER
21
©	
  2013	
  EVANTAGE	
  CONSULTING
16© 2006 Steve Krug. Used with permission of the author.
AVOID	
  RELIGIOUS	
  DEBATES
MYTHS	
  
OF	
  USER	
  RESEARCH
23
1.	
  WE	
  DON’T	
  NEED	
  TO	
  DO	
  USER	
  RESEARCH
“We’re	
  smart	
  enough	
  to	
  
get	
  it	
  right!”
“Users	
  don’t	
  know	
  what	
  
they	
  want!”
“We’ll	
  just	
  fix	
  anything	
  
aKer	
  we	
  go	
  live.”
24
h2p://www.flickr.com/photos/evertwh/2723737126/sizes/l/in/photostream/
2.	
  WE	
  DON’T	
  HAVE	
  THE	
  BUDGET
Too	
  oKen,	
  we	
  think	
  
“research”	
  automaScally	
  
means	
  expensive	
  labs,	
  
recruiSng	
  fees	
  and	
  
expensive	
  research	
  
partners.
25
h2p://www.flickr.com/photos/danmoyle/5634567317/sizes/l/in/photostream/
3.	
  WE	
  DON’T	
  HAVE	
  THE	
  TIME
“We	
  can	
  only	
  test	
  our	
  
exact	
  target	
  audience.”
“I	
  can’t	
  have	
  my	
  
development	
  team	
  sirng	
  
on	
  their	
  hands!”
26
http://www.flickr.com/photos/alancleaver/2661425133/sizes/o/in/photostream/
©	
  2013	
  EVANTAGE	
  CONSULTING
THE	
  REALITY
• User	
  research	
  yields	
  cost	
  &	
  Sme	
  savings	
  as	
  well	
  as	
  happy,	
  
loyal,	
  producSve	
  users.
• Insights	
  can	
  be	
  gained	
  without	
  all	
  the	
  bells	
  and	
  whistles.	
  
• Parallel	
  paths	
  &	
  informal	
  methods	
  can	
  reduce	
  or	
  eliminate	
  
extra	
  Sme	
  needed.
27
WHAT	
  KIND	
  
OF	
  RESEARCH	
  SHOULD	
  WE	
  DO?	
  
	
  
28
©	
  2013	
  EVANTAGE	
  CONSULTING
Access to UsersTime&Budget
FORMAL
WHAT	
  KIND	
  OF	
  
RESEARCH	
  SHOULD	
  
WE	
  DO?	
  
29
FORMAL
INFORMAL
©	
  2013	
  EVANTAGE	
  CONSULTING
Access to UsersTime&Budget
FORMAL
WHAT	
  KIND	
  OF	
  
RESEARCH	
  SHOULD	
  
WE	
  DO?	
  
30
SECONDARY PRIMARY
©	
  2013	
  EVANTAGE	
  CONSULTING
USER	
  RESEARCH	
  
DECISION	
  MODEL
31
Access to UsersTime&Budget
FORMAL
PRIMARY
FORMAL
SECONDARY
INFORMAL
SECONDARY
INFORMAL
PRIMARY
Adapted from http://matthewjdoty.com/img/research.png
Used with Permission
WHEN	
  
SHOULD	
  WE	
  DO	
  USER	
  RESEARCH?
32
THE	
  SHORT	
  ANSWER...
33
EARLY	
  &	
  OFTEN
THE	
  LONGER	
  ANSWER...
34
IT	
  DEPENDS...
©	
  2013	
  EVANTAGE	
  CONSULTING
WATERFALL
35
DISCOVER
DEFINE
DESIGN
DEVELOP
DEPLOY
Ethnography
User	
  Interviews
Focus	
  Groups	
  
Surveys
Baseline	
  User	
  Tesng	
  
Web	
  Metrics	
  Analysis
Secondary	
  Research
Card	
  Sorng
Tree-­‐tesng
Concept	
  Tesng	
  
Usability	
  Tesng
Concept	
  Tesng	
  
Usability	
  Tesng	
  	
  
Usability	
  Tesng	
  	
  
Surveys
Baseline	
  User	
  Tesng	
  
Web	
  Metrics	
  Analysis
A/B	
  Tesng
MVT
©	
  2013	
  EVANTAGE	
  CONSULTING
AGILE
36
UX SPRINT 1 UX SPRINT 2 UX SPRINT 3
DEV SPRINT 0 DEV SPRINT 1 DEV SPRINT 2 DEV SPRINT 3
ENVISIONING
Ethnography
User	
  Interviews
Focus	
  Groups	
  
Surveys
Baseline	
  User	
  Tesng	
  
Web	
  Metrics	
  Analysis
Secondary	
  Research
Card	
  Sorng
Tree-­‐tesng
Concept	
  Tesng	
  
Usability	
  Tesng	
  	
  
Card	
  Sorng
Tree-­‐tesng
Concept	
  Tesng	
  
Usability	
  Tesng
Card	
  Sorng
Tree-­‐tesng
Concept	
  Tesng	
  
Usability	
  Tesng
Usability	
  Tesng	
  	
   Usability	
  Tesng	
  	
  
WHO	
  	
  
SHOULD	
  DO	
  THE	
  RESEARCH?
37
©	
  2013	
  EVANTAGE	
  CONSULTING
	
  	
  	
  	
  	
  	
  	
  YOU!
38
http://www.flickr.com/photos/subharnab/2721507697/sizes/z/in/photostream/
WHAT	
  
TECHNIQUES	
  SHOULD	
  I	
  USE?
39
WHAT	
  QUESTIONS	
  ARE	
  YOU	
  TRYING	
  TO	
  ANSWER?
How	
  do	
  they	
  want	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
to	
  interact?
Card	
  SorSng	
  (open)
Design	
  Games/Workshops
Focus	
  Groups
Surveys
Baseline	
  Usability	
  TesSng
Task	
  Analysis
40
Who	
  is	
  our	
  audience	
  &	
  
what	
  do	
  they	
  need?
Contextual	
  Inquiry	
  (Ethnography)
Interviews
Focus	
  Groups
Surveys
Diaries
What	
  do	
  they	
  think	
  of	
  
what	
  we’ve	
  done?
Concept	
  TesSng
Usability	
  TesSng
Card	
  sorSng	
  (closed/reverse)
Tree	
  TesSng
Contextual	
  Inquiry
Analysis	
  of	
  Web	
  Metrics
A/B,	
  MVT	
  tesSng
WHAT	
  QUESTIONS	
  ARE	
  YOU	
  TRYING	
  TO	
  ANSWER?
How	
  do	
  they	
  want	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
to	
  interact?
Card	
  SorVng	
  (open)
Design	
  Games/Workshops
Focus	
  Groups
Surveys
Baseline	
  Usability	
  TesVng
Task	
  Analysis
41
Who	
  is	
  our	
  audience	
  &	
  
what	
  do	
  they	
  need?
Contextual	
  Inquiry	
  (Ethnography)
Interviews
Focus	
  Groups
Surveys
Diaries
What	
  do	
  they	
  think	
  of	
  
what	
  we’ve	
  done?
Concept	
  TesSng
Usability	
  TesVng
Card	
  sorVng	
  (closed/reverse)
Tree	
  TesVng
Contextual	
  Inquiry
Analysis	
  of	
  Web	
  Metrics
A/B,	
  MVT	
  tesSng
WHAT	
  IS	
  CARD	
  SORTING?
A	
  research	
  technique	
  that	
  
aims	
  to	
  understand	
  how	
  
people	
  organize	
  and	
  group	
  
informaSon.	
  
Results	
  can	
  be	
  used	
  to	
  
structure	
  the	
  site/app	
  in	
  
more	
  intuiSve	
  way.
42
WHAT	
  IS	
  TREE	
  TESTING?
A	
  research	
  technique	
  that	
  
aims	
  to	
  uncover	
  issues	
  with	
  
labeling	
  &	
  findability.	
  
Results	
  are	
  used	
  to	
  inform	
  
the	
  design/organizaSon	
  of	
  
your	
  menu/navigaSon.	
  	
  
43
WHAT	
  IS	
  USABILITY	
  TESTING?
A	
  research	
  technique	
  that	
  
aims	
  to	
  validate	
  decisions	
  
and	
  catch	
  usability	
  issues.	
  	
  
Results	
  can	
  be	
  used	
  to...
• Fix	
  issues	
  before	
  producSon
• Inform	
  the	
  next	
  release
• Inform	
  a	
  redesign
44
WHICH	
  
TECHNIQUE	
  SHOULD	
  YOU	
  USE?
45
©	
  2013	
  EVANTAGE	
  CONSULTING
NOW	
  WHAT?	
  	
  
• Break	
  into	
  groups	
  based	
  on	
  
your	
  technique.
• Prepare	
  to	
  be	
  amazed	
  at	
  
what	
  you	
  can	
  do.	
  	
  
46
http://www.flickr.com/photos/21496790@N06/5065834411/sizes/l/in/photostream/
OUR	
  AGENDA
47
1:00	
  Learn	
  about	
  user	
  research	
  and	
  select	
  your	
  technique
1:30	
  Learn	
  your	
  technique
2:00	
  Design	
  &	
  conduct	
  your	
  study	
  (take	
  breaks	
  as	
  needed)
3:15	
  Document	
  &	
  Present	
  your	
  findings	
  
3:45	
  Wrap	
  up
LEARN	
  YOUR	
  SELECTED	
  TECHNIQUE
48
©	
  2013	
  EVANTAGE	
  CONSULTING
THE	
  CORE	
  STAGES	
  OF	
  USER	
  RESEARCH	
  
1. ArSculate	
  your	
  objecSves
2. Design	
  the	
  study	
  
3. Recruit	
  parScipants
4. Conduct	
  the	
  study
5. Analyze	
  the	
  findings
6. Document	
  the	
  findings	
  &	
  recommendaSons
49
USABILITY	
  TESTING	
  101
50
HOW	
  DOES	
  USABILITY	
  TESTING	
  WORK?
1. Show	
  the	
  user	
  interface	
  (a	
  
sketch,	
  mockup,	
  prototype	
  
or	
  the	
  actual	
  site/app)
2. Ask	
  the	
  parScipant	
  to	
  
perform	
  a	
  task
3. Observe	
  interacSons	
  &	
  
take	
  notes	
  
51
HOW	
  MANY	
  PARTICIPANTS	
  ARE	
  NEEDED?
52
AT	
  LEAST	
  
5 http://www.nngroup.com/articles/why-you-only-need-to-test-with-5-users/
HOW	
  DO	
  I	
  DESIGN	
  A	
  USABILITY	
  STUDY?
1. IdenSfy	
  the	
  pages/screens/elements	
  where	
  you’d	
  like	
  to	
  
have	
  user	
  feedback
2. Clearly	
  arSculate	
  and	
  document	
  your	
  goals	
  with	
  each	
  
page/screen/element	
  and	
  what	
  successful	
  interacSon	
  
looks	
  like
3. Create	
  realisSc	
  scenarios	
  &	
  tasks	
  that	
  will	
  elicit	
  credible	
  
feedback.
53
©	
  2013	
  EVANTAGE	
  CONSULTING
IDENTIFY	
  PAGES/SCREENS/ELEMENTS
• Which	
  ones	
  are	
  required	
  for	
  the	
  criScal	
  tasks?
• Which	
  ones	
  perform	
  poorly	
  in	
  your	
  web	
  analyScs?
• Which	
  ones	
  are	
  causing	
  the	
  most	
  internal	
  disagreement	
  
(e.g.	
  religious	
  debates)?
• Which	
  ones	
  are	
  falling	
  vicSm	
  to	
  ivory	
  tower	
  design?
• Which	
  ones	
  represent	
  a	
  risk	
  you	
  are	
  taking?
54
EXAMPLE:	
  ARTICULATE	
  YOUR	
  GOALS
The	
  goal	
  of	
  this	
  study	
  is	
  to	
  observe	
  user	
  interacSons	
  with	
  the	
  
site	
  to	
  see	
  if	
  parScipants...
• Are	
  able	
  to	
  successfully	
  use	
  the	
  navigaSon	
  (main	
  and	
  secondary)	
  to	
  complete	
  
tasks.
• Are	
  successfully	
  able	
  to	
  idenSfy	
  links	
  (they	
  know	
  what	
  a	
  link	
  is	
  and	
  what	
  is	
  not	
  
link).
• Understand	
  terminology	
  and	
  labels.
55
EXAMPLES:	
  SCENARIOS	
  &	
  TASKS
Let’s	
  say	
  that	
  you	
  entered	
  [SEARCH	
  TERM}	
  into	
  Google.	
  and	
  clicked	
  on	
  the	
  link	
  
for	
  [WEBSITE].	
  This	
  is	
  the	
  home	
  page	
  of	
  the	
  new	
  site.	
  Without	
  clicking	
  on	
  
anything,	
  take	
  a	
  few	
  moments	
  to	
  look	
  it	
  over	
  and	
  take	
  it	
  in.	
  (COUNT	
  TO	
  10,	
  
THEN	
  ASK	
  THE	
  FOLLOWING	
  QUESTIONS)
• What	
  are	
  your	
  first	
  impressions?	
  
• What	
  can	
  you	
  do?
• What	
  would	
  you	
  do	
  first?
• What’s	
  missing?
56
EXAMPLES:	
  SCENARIOS	
  &	
  TASKS
From	
  what	
  we	
  understand	
  you	
  are	
  in	
  the	
  market	
  for	
  a	
  
[PRODUCT].	
  I’d	
  like	
  you	
  show	
  me	
  what	
  you	
  would	
  do	
  find	
  and	
  
add	
  [PRODUCT]	
  to	
  your	
  cart.
Tell	
  me	
  about	
  a	
  me	
  that	
  you	
  were	
  looking	
  for	
  [PRODUCT].	
  I’d	
  
like	
  you	
  now	
  to	
  put	
  yourself	
  back	
  in	
  that	
  situaon	
  and	
  show	
  
me	
  what	
  you	
  would	
  do	
  find	
  and	
  add	
  [PRODUCT]	
  to	
  your	
  cart.
57
58
CARD	
  SORTING	
  101
59
HOW	
  DOES	
  CARD	
  SORTING	
  WORK?
Open	
  SorSng	
  
1. People	
  are	
  given	
  a	
  set	
  of	
  “cards”	
  
that	
  represent	
  features/content	
  of	
  
the	
  site/app.	
  
2. They	
  organize	
  informaSon	
  into	
  
groups	
  which	
  make	
  sense	
  to	
  them.	
  
3. They	
  name	
  each	
  of	
  the	
  groups.	
  
60
Closed	
  SorSng
1. People	
  are	
  given	
  a	
  set	
  of	
  “cards”	
  
that	
  represent	
  features/content	
  of	
  
the	
  site/app.	
  
2. They	
  organize	
  informaSon	
  into	
  
several	
  pre-­‐defined	
  groups	
  in	
  a	
  way	
  
that	
  makes	
  sense	
  to	
  them.
HOW	
  DOES	
  CARD	
  SORTING	
  WORK?
61
©	
  2013	
  EVANTAGE	
  CONSULTING
IDEAS	
  FOR	
  CREATING	
  YOUR	
  “CARDS”
62
• Use	
  your	
  current	
  site	
  and	
  create	
  a	
  card	
  for	
  items	
  in	
  your	
  
navigaSon	
  &	
  important	
  features.
• Create	
  a	
  conceptual	
  feature	
  list	
  for	
  the	
  new	
  site	
  or	
  app	
  you	
  
are	
  thinking	
  of	
  building	
  and	
  use	
  the	
  items	
  in	
  this	
  list.
• Look	
  to	
  your	
  web	
  metrics	
  to	
  see	
  what	
  areas	
  of	
  the	
  site	
  may	
  
be	
  experiencing	
  issues	
  related	
  to	
  site	
  organizaSon.
©	
  2013	
  EVANTAGE	
  CONSULTING
HOW	
  MANY	
  CARDS	
  SHOULD	
  I	
  MAKE?
63
20	
  -­‐	
  50
HOW	
  MANY	
  PARTICIPANTS	
  ARE	
  NEEDED?
64
In	
  card	
  sorSng,	
  “...there's	
  only	
  a	
  0.75	
  
correlaSon	
  between	
  the	
  results	
  from	
  
five	
  users	
  and	
  the	
  ulSmate	
  results.”	
  
“You	
  must	
  test	
  fiKeen	
  users	
  to	
  reach	
  a	
  
correlaSon	
  of	
  0.90,	
  which	
  is	
  a	
  more	
  
comfortable	
  place	
  to	
  stop.”
http://www.nngroup.com/articles/card-sorting-how-many-users-to-test/
AT	
  LEAST	
  
15
©	
  2013	
  EVANTAGE	
  CONSULTING
HOW	
  DO	
  I	
  DESIGN	
  A	
  CARD	
  SORT?
65
h2p://uxpunk.com/websort/
66
TREE	
  TESTING	
  101
67
HOW	
  DOES	
  TREE	
  TESTING	
  WORK?
1. Present	
  a	
  basic	
  menu	
  of	
  
opSons.
2. Ask	
  people	
  to	
  find	
  key	
  
features	
  and	
  content.
3. Analyze	
  how	
  oKen	
  
tasks	
  are	
  successfully	
  
completed.
68
©	
  2013	
  EVANTAGE	
  CONSULTING
IDEAS	
  FOR	
  CREATING	
  YOUR	
  TEST
• Which	
  navigaSon	
  elements	
  are	
  needed	
  for	
  criScal	
  tasks?
• Which	
  ones	
  perform	
  poorly	
  in	
  your	
  web	
  analyScs?
• Which	
  ones	
  are	
  most	
  likely	
  to	
  lead	
  to	
  revenue	
  generaSon?
• Which	
  ones	
  are	
  suspected	
  of	
  poor	
  labeling?
69
HOW	
  MANY	
  PARTICIPANTS	
  ARE	
  NEEDED?
70
• Since	
  it’s	
  similar	
  to	
  usability	
  tesSng,	
  
some	
  say	
  at	
  least	
  5.	
  
• Since	
  it’s	
  Similar	
  to	
  card	
  sorSng,	
  some	
  
say	
  at	
  least	
  15.
• Tree	
  tesSng	
  vendors	
  will	
  recommend	
  a	
  
minimum	
  of	
  40-­‐50.
IT	
  
DEPENDS...
QUICKER	
  TURNAROUND	
  
MORE	
  RELIABLE
©	
  2013	
  EVANTAGE	
  CONSULTING
HOW	
  DO	
  I	
  DESIGN	
  A	
  TREE	
  TEST?
71
h2p://uxpunk.com/plainframe/
72
OUR	
  AGENDA
73
1:00	
  Learn	
  about	
  user	
  research	
  and	
  select	
  your	
  technique
1:30	
  Learn	
  your	
  technique
2:00	
  Design	
  &	
  conduct	
  your	
  study	
  (take	
  breaks	
  as	
  needed)
3:15	
  Document	
  &	
  Present	
  your	
  findings	
  
3:45	
  Wrap	
  up
DESIGN	
  &	
  CONDUCT	
  YOUR	
  STUDIES
74
DOS	
  AND	
  DON’TS	
  OF	
  IN-­‐PERSON	
  RESEARCH
Do...
• Dress	
  appropriately
• Bring	
  business	
  cards
• Ask	
  open-­‐ended	
  quesSons
• Use	
  words	
  other	
  than	
  those	
  used	
  in	
  
what	
  you	
  are	
  researching
• Ask	
  the	
  parScipant	
  to	
  “think	
  out	
  
loud”
Don’t...
• Sigh	
  or	
  groan	
  if	
  the	
  parScipant	
  
makes	
  an	
  incorrect	
  choice	
  or	
  
misstates	
  something
• Ask	
  leading	
  quesSons	
  
• Ask	
  closed-­‐ended/manipulaSve	
  
quesSons
• “Help”	
  or	
  correct	
  the	
  parScipant
75
DESIGN	
  &	
  CONDUCT	
  YOUR	
  STUDIES
Design
1. Build	
  your	
  study	
  based	
  on	
  real	
  
problems	
  you	
  face	
  
2. Work	
  as	
  a	
  group	
  to	
  solve	
  issues	
  &	
  
quesSons	
  but	
  use	
  me	
  as	
  a	
  resource	
  
if	
  you	
  get	
  stuck
Conduct	
  
1. Use	
  your	
  group	
  as	
  study	
  subjects
2. Decide	
  within	
  your	
  group	
  whose	
  
studies	
  you	
  will	
  run
3. Run	
  your	
  studies
4. Work	
  as	
  a	
  group	
  to	
  solve	
  issues	
  &	
  
quesSons	
  but	
  use	
  me	
  as	
  a	
  resource	
  
if	
  you	
  get	
  stuck
76
HOW	
  
DID	
  THAT	
  GO?	
  
77
OUR	
  AGENDA
78
1:00	
  Learn	
  about	
  user	
  research	
  and	
  select	
  your	
  technique
1:30	
  Learn	
  your	
  technique
2:00	
  Design	
  &	
  conduct	
  your	
  study	
  (take	
  breaks	
  as	
  needed)
3:15	
  Document	
  &	
  Present	
  your	
  findings	
  
3:45	
  Wrap	
  up
DOCUMENT	
  
&	
  PRESENT	
  YOUR	
  FINDINGS
79
©	
  2013	
  EVANTAGE	
  CONSULTING
HOW	
  DO	
  I	
  ANALYZE	
  A	
  CARD	
  SORT?
80
h2p://uxpunk.com/websort/
©	
  2013	
  EVANTAGE	
  CONSULTING
IT’S	
  ALL	
  ABOUT	
  RELATIONSHIPS
81
VerScal	
  lines	
  closer	
  to	
  the	
  
leK	
  indicate	
  stronger	
  
relaSonships	
  between	
  
items	
  
VerScal	
  lines	
  further	
  to	
  the	
  
right	
  indicate	
  weaker	
  
relaSonships	
  between	
  
items	
  
©	
  2013	
  EVANTAGE	
  CONSULTING
HOW	
  DO	
  I	
  ANALYZE	
  A	
  TREE	
  TEST?
82
h2p://uxpunk.com/plainframe/
©	
  2013	
  EVANTAGE	
  CONSULTING
SUCCESSES	
  VS.	
  FAILS
83
©	
  2013	
  EVANTAGE	
  CONSULTING
PATHS	
  TAKEN
84
Imagine	
  you	
  are	
  invesSgaSng	
  
universiSes	
  and	
  wish	
  to	
  obtain	
  a	
  
Master's	
  degree.	
  Where	
  would	
  
you	
  expect	
  to	
  find	
  out	
  if	
  this	
  
university	
  offered	
  the	
  parScular	
  
Master's	
  you	
  were	
  looking	
  for?
ParVcipant	
  1:
1. Departments	
  &	
  Academics	
  >	
  Graduate	
  Programs
ParVcipant	
  2
1. Future	
  Students	
  >	
  Graduate	
  Students	
  
2. Departments	
  &	
  Academics	
  >	
  Graduate	
  Programs
ParVcipant	
  3
1. Future	
  Students	
  >	
  Graduate	
  Students	
  
2. Departments	
  &	
  Academics	
  >	
  Graduate	
  Programs
ParVcipant	
  4
1. Future	
  Students	
  >	
  Graduate	
  Students	
  
2. Departments	
  &	
  Academics	
  >	
  Graduate	
  Programs
ParVcipant	
  5
1. Departments	
  &	
  Academics	
  >	
  Graduate	
  Programs
HOW	
  
DO	
  I	
  FIND	
  THE	
  “NUGGETS”?
85
©	
  2013	
  EVANTAGE	
  CONSULTING
NUGGETS	
  
86
©	
  2013	
  EVANTAGE	
  CONSULTING
FINDING	
  THE	
  NUGGETS	
  
87
• ParScularly	
  impressive/inspiring	
  
moments/results
• “Eureka!”	
  moments	
  (yours	
  or	
  the	
  
parScipant’s)
• “What	
  the..?!?!”	
  moments/results
• Surprising	
  moments/results
http://www.flickr.com/photos/flyingsaab/4732416270/
©	
  2013	
  EVANTAGE	
  CONSULTING
EXAMPLES	
  OF	
  NUGGETS	
  
• ParScipants	
  struggled	
  to	
  find	
  the	
  login.
• Unexpectedly,	
  parScipants	
  engaged	
  in	
  horizontal	
  scrolling	
  
behavior	
  and	
  expressed	
  that	
  they	
  preferred	
  it.
• Racquetball	
  and	
  kids	
  camps	
  showed	
  a	
  very	
  strong	
  
relaSonship.
• Everyone	
  found	
  yoga	
  on	
  the	
  first	
  try.
88
HOW	
  
DO	
  I	
  DELIVER	
  THE	
  FACTS	
  IN	
  
COMPELLING	
  WAYS?
89
TELL	
  A	
  COMPELLING	
  STORY
“The	
  next	
  Sme	
  you	
  struggle	
  with	
  gerng	
  people	
  on	
  board	
  
with	
  your	
  projects	
  and	
  ideas,	
  simply	
  tell	
  them	
  a	
  story...	
  	
  
...storytelling	
  is	
  the	
  only	
  way	
  to	
  plant	
  ideas	
  into	
  other	
  
people's	
  minds.”	
  
Leo	
  Widrich
The	
  Science	
  of	
  Storytelling:	
  Why	
  Telling	
  a	
  Story	
  is	
  the	
  Most	
  Powerful	
  Way	
  to	
  AcSvate	
  Our	
  Brains
(h2p://lifehacker.com/5965703/the-­‐science-­‐of-­‐storytelling-­‐why-­‐telling-­‐a-­‐story-­‐is-­‐the-­‐most-­‐powerful-­‐way-­‐to-­‐acvate-­‐our-­‐brains)
90
CONNECT	
  THE	
  DOTS...	
  IN	
  THE	
  STUDY
91
ParScipants	
  
do	
  not	
  feel	
  
confident	
  about	
  the	
  
purchaseParScipants	
  spent	
  a	
  lot	
  of	
  Sme	
  
going	
  back	
  &	
  forth	
  between	
  
the	
  PLP	
  and	
  the	
  PDP.	
  
	
  ParScipants	
  commented	
  size	
  and	
  fit	
  are	
  	
  	
  	
  
	
  	
  	
  	
  	
  the	
  most	
  important	
  consideraSons	
  
	
  	
  	
  	
  	
  	
  	
  	
  when	
  buying	
  something	
  like	
  this	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  online.
	
  ParScipants	
  were	
  reluctant	
  to	
  add	
  
	
  	
  	
  	
  	
  items	
  to	
  their	
  cart.	
  	
  	
  	
  	
  
CONNECT	
  THE	
  DOTS...	
  OUTSIDE	
  THE	
  STUDY
92
User	
  
Research
Stakeholder	
  
Interviews
CompeVVve	
  
Analysis
Web	
  AnalyVcs
Findings	
  in	
  
Context
©	
  2013	
  EVANTAGE	
  CONSULTING
TAKE	
  10	
  MINUTES...
• Look	
  for	
  the	
  nuggets	
  in	
  
your	
  study.	
  
• Start	
  connecSng	
  dots	
  and	
  
forming	
  a	
  story.
93
http://www.flickr.com/photos/33909700@N02/3159761620/sizes/o/in/
photostream/
HOW	
  
DID	
  THAT	
  GO?
WHO	
  WANTS	
  TO	
  SHARE?	
  
94
http://www.flickr.com/photos/jakecaptive/3205277810/sizes/l/in/photostream/
THOUGHTFUL	
  PAUSE
User	
  research	
  does	
  not	
  
uncover	
  everything.
We	
  should	
  manage	
  our	
  
client’s/team’s	
  
expectaSons.
95
OUR	
  AGENDA
96
1:00	
  Learn	
  about	
  user	
  research	
  and	
  select	
  your	
  technique
1:30	
  Learn	
  your	
  technique
2:00	
  Design	
  &	
  conduct	
  your	
  study	
  (take	
  breaks	
  as	
  needed)
3:15	
  Document	
  &	
  Present	
  your	
  findings	
  
3:45	
  Wrap	
  up
WRAP	
  UP
97
WHEN	
  	
  
SHOULD	
  I	
  HIRE	
  EXPERTS?
98
©	
  2013	
  EVANTAGE	
  CONSULTING
WHEN	
  SHOULD	
  I	
  
HIRE	
  EXPERTS?
99
Access to UsersTime&Budget
FORMAL
PRIMARY
FORMAL
SECONDARY
INFORMAL
SECONDARY
INFORMAL
PRIMARY
©	
  2013	
  EVANTAGE	
  CONSULTING
WHEN	
  SHOULD	
  I	
  
HIRE	
  EXPERTS?
100
When	
  you	
  need...
• Dedicated	
  resources
• Specialized	
  experSse
• Help	
  to	
  avoid	
  mistakes
• External	
  perspecSves
• A	
  fresh	
  set	
  of	
  eyes
• An	
  objecSve	
  point	
  of	
  view
• Help	
  negoSaSng	
  differences	
  of	
  opinion
• Training
Adapted	
  from:	
  
h2p://www.fresh-­‐sprouts.com/2011/04/when-­‐to-­‐hire-­‐consultants/	
  
h2p://www.planning.org/consultants/choosing/part1.htm
h2p://managementconsulted.com/consulng-­‐skills/6-­‐reasons-­‐why-­‐companies-­‐hire-­‐management-­‐consultants-­‐
that-­‐charge-­‐2-­‐million-­‐for-­‐3-­‐months-­‐of-­‐work/
h2p://www.nonprofinclusiveness.org/why-­‐hire-­‐consultant-­‐0
GUIDING	
  	
  	
  
PRINCIPLES
101
h2p://www.flickr.com/photos/ekilby/2484798276/sizes/o/in/photostream/
GET	
  
USER	
  INSIGHT	
  
EARLY	
  &	
  OFTEN
102
h2p://www.flickr.com/photos/ericmcgregor/346990046/sizes/m/in/photostream/
FOCUS	
  
ON	
  THE
HEAVY	
  HITTERS	
  
103
h2p://www.flickr.com/photos/supersonicphotos/4483487579/sizes/l/in/photostream/
SOMETHING	
  
IS	
  BETTER	
  THAN
NOTHING	
  
104
©	
  2013	
  EVANTAGE	
  CONSULTING
RECOMMENDED	
  READING	
  
105
h2p://www.flickr.com/photos/thuanygabriela/4818584778/sizes/l/in/photostream/
THANK	
  YOU	
  
MINNEWEBCON
YOU	
  ROCK!!!
106
@MATTHEWJDOTY

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Practical User Insights in Under 40 Minutes

  • 1. PRACTICAL  USER  RESEARCH: A  CRASH  COURSE  #MWC_PRACTICALUX 1
  • 3. ABOUT  ME   3 Ma3hew  Doty   @ma$hewjdoty User  Experience  Leader Whole-­‐brained  Thinkificator   All-­‐around  Swell  Guy
  • 5. WHO  I’VE  DONE  WORK  FOR   Target Best  Buy Life  Time  Fitness OfficeMax Sears Marrio$ KraK  Foods Harland  Clarke Arrow  Electronics Halliburton Pennwell Ashley  Furniture Goldman  Sachs PNC AT&T CTU  Online AIU  Online JC  Penny  
  • 6. ©  2013  EVANTAGE  CONSULTING ABOUT  EVANTAGE   6 -­‐ BouSque  customer  experience   consultancy  based  in  Minneapolis.   -­‐ Founded  in  1999. -­‐ Consistently  ranked  one  of  the  best   places  to  work. -­‐ Offers...   -­‐ Customer  Experience  Strategy   -­‐ Digital  Strategy,  Experience  Design,  and   ImplementaSon   -­‐ Performance  OpSmizaSon
  • 7. ©  2013  EVANTAGE  CONSULTING ABOUT  YOU... 7 • Who  are  you? • What’s  your  problem? • What  do  you  want   from  me? http://www.flickr.com/photos/86979666@N00/7623744452/sizes/z/in/photostream/
  • 8. ©  2013  EVANTAGE  CONSULTING OBJECTIVES   1.Demonstrate  how  quality  user  insights  are  actually  within   the  reach  of  any  organizaSon,  project,  budget,  or   schedule…  even  yours!   2.Empower  you  with  the  basic  tools  and  skills  you  need  to   start  doing  pracScal  research  of  your  own.   3.Send  you  off  with  at  some  kind  of  real  insight  for  your   parScular  project/problem. 8
  • 9. OUR  AGENDA 9 1:00  Learn  about  user  research  and  select  your  technique 1:30  Learn  your  technique 2:00  Design  &  conduct  your  study  (take  breaks  as  needed) 3:15  Document  &  Present  your  findings   3:45  Wrap  up
  • 10. WARNING 10 We  will  be  moving  fast   I  will  require  your  parScipaSon This  will  be  awesome
  • 11. LEARN   ABOUT  USER  RESEARCH   &  SELECT  YOUR   TECHNIQUE 11
  • 12. WHAT   IS  USER  RESEARCH? 12
  • 13. USER  RESEARCH 13 An  set  of  acSviSes  that  help  us...   1. Understand  the  people  who  will  be   actually  using  what  we’re  designing.   2. Validate  our  decisions/assumpSons   throughout  the  project.
  • 14. PRACTICAL  USER  RESEARCH 14 A  flexible  approach  to  user   research  which  delivers  many   of  the  benefits  of  user  insight   while  remaining  sensiSve  to   Sme  and  budget  constraints.
  • 15. WHY   SHOULD  WE  DO  USER  RESEARCH? 15
  • 16. ©  2013  EVANTAGE  CONSULTING 16 h$ps://www.youtube.com/watch?v=RnZyc5LrVEs
  • 17. SO,  WHAT  WENT  WRONG? 17 NONE  OF  THE  DECISIONS   WERE  BASED  ON  DATA!
  • 18. WHY  SHOULD  WE  DO  USER  RESEARCH? 18 TO  GET  DATA  THAT   HELPS  US...
  • 19. ©  2013  EVANTAGE  CONSULTING OVERCOME   PERSONAL   BIAS 19
  • 20. ©  2013  EVANTAGE  CONSULTING COUNTER   IVORY  TOWER   DESIGN 20 http://www.flickr.com/photos/dplanet/94441587/
  • 21. ©  2013  EVANTAGE  CONSULTING REPLACE   THE  ELASTIC   USER 21
  • 22. ©  2013  EVANTAGE  CONSULTING 16© 2006 Steve Krug. Used with permission of the author. AVOID  RELIGIOUS  DEBATES
  • 23. MYTHS   OF  USER  RESEARCH 23
  • 24. 1.  WE  DON’T  NEED  TO  DO  USER  RESEARCH “We’re  smart  enough  to   get  it  right!” “Users  don’t  know  what   they  want!” “We’ll  just  fix  anything   aKer  we  go  live.” 24 h2p://www.flickr.com/photos/evertwh/2723737126/sizes/l/in/photostream/
  • 25. 2.  WE  DON’T  HAVE  THE  BUDGET Too  oKen,  we  think   “research”  automaScally   means  expensive  labs,   recruiSng  fees  and   expensive  research   partners. 25 h2p://www.flickr.com/photos/danmoyle/5634567317/sizes/l/in/photostream/
  • 26. 3.  WE  DON’T  HAVE  THE  TIME “We  can  only  test  our   exact  target  audience.” “I  can’t  have  my   development  team  sirng   on  their  hands!” 26 http://www.flickr.com/photos/alancleaver/2661425133/sizes/o/in/photostream/
  • 27. ©  2013  EVANTAGE  CONSULTING THE  REALITY • User  research  yields  cost  &  Sme  savings  as  well  as  happy,   loyal,  producSve  users. • Insights  can  be  gained  without  all  the  bells  and  whistles.   • Parallel  paths  &  informal  methods  can  reduce  or  eliminate   extra  Sme  needed. 27
  • 28. WHAT  KIND   OF  RESEARCH  SHOULD  WE  DO?     28
  • 29. ©  2013  EVANTAGE  CONSULTING Access to UsersTime&Budget FORMAL WHAT  KIND  OF   RESEARCH  SHOULD   WE  DO?   29 FORMAL INFORMAL
  • 30. ©  2013  EVANTAGE  CONSULTING Access to UsersTime&Budget FORMAL WHAT  KIND  OF   RESEARCH  SHOULD   WE  DO?   30 SECONDARY PRIMARY
  • 31. ©  2013  EVANTAGE  CONSULTING USER  RESEARCH   DECISION  MODEL 31 Access to UsersTime&Budget FORMAL PRIMARY FORMAL SECONDARY INFORMAL SECONDARY INFORMAL PRIMARY Adapted from http://matthewjdoty.com/img/research.png Used with Permission
  • 32. WHEN   SHOULD  WE  DO  USER  RESEARCH? 32
  • 35. ©  2013  EVANTAGE  CONSULTING WATERFALL 35 DISCOVER DEFINE DESIGN DEVELOP DEPLOY Ethnography User  Interviews Focus  Groups   Surveys Baseline  User  Tesng   Web  Metrics  Analysis Secondary  Research Card  Sorng Tree-­‐tesng Concept  Tesng   Usability  Tesng Concept  Tesng   Usability  Tesng     Usability  Tesng     Surveys Baseline  User  Tesng   Web  Metrics  Analysis A/B  Tesng MVT
  • 36. ©  2013  EVANTAGE  CONSULTING AGILE 36 UX SPRINT 1 UX SPRINT 2 UX SPRINT 3 DEV SPRINT 0 DEV SPRINT 1 DEV SPRINT 2 DEV SPRINT 3 ENVISIONING Ethnography User  Interviews Focus  Groups   Surveys Baseline  User  Tesng   Web  Metrics  Analysis Secondary  Research Card  Sorng Tree-­‐tesng Concept  Tesng   Usability  Tesng     Card  Sorng Tree-­‐tesng Concept  Tesng   Usability  Tesng Card  Sorng Tree-­‐tesng Concept  Tesng   Usability  Tesng Usability  Tesng     Usability  Tesng    
  • 37. WHO     SHOULD  DO  THE  RESEARCH? 37
  • 38. ©  2013  EVANTAGE  CONSULTING              YOU! 38 http://www.flickr.com/photos/subharnab/2721507697/sizes/z/in/photostream/
  • 40. WHAT  QUESTIONS  ARE  YOU  TRYING  TO  ANSWER? How  do  they  want                         to  interact? Card  SorSng  (open) Design  Games/Workshops Focus  Groups Surveys Baseline  Usability  TesSng Task  Analysis 40 Who  is  our  audience  &   what  do  they  need? Contextual  Inquiry  (Ethnography) Interviews Focus  Groups Surveys Diaries What  do  they  think  of   what  we’ve  done? Concept  TesSng Usability  TesSng Card  sorSng  (closed/reverse) Tree  TesSng Contextual  Inquiry Analysis  of  Web  Metrics A/B,  MVT  tesSng
  • 41. WHAT  QUESTIONS  ARE  YOU  TRYING  TO  ANSWER? How  do  they  want                         to  interact? Card  SorVng  (open) Design  Games/Workshops Focus  Groups Surveys Baseline  Usability  TesVng Task  Analysis 41 Who  is  our  audience  &   what  do  they  need? Contextual  Inquiry  (Ethnography) Interviews Focus  Groups Surveys Diaries What  do  they  think  of   what  we’ve  done? Concept  TesSng Usability  TesVng Card  sorVng  (closed/reverse) Tree  TesVng Contextual  Inquiry Analysis  of  Web  Metrics A/B,  MVT  tesSng
  • 42. WHAT  IS  CARD  SORTING? A  research  technique  that   aims  to  understand  how   people  organize  and  group   informaSon.   Results  can  be  used  to   structure  the  site/app  in   more  intuiSve  way. 42
  • 43. WHAT  IS  TREE  TESTING? A  research  technique  that   aims  to  uncover  issues  with   labeling  &  findability.   Results  are  used  to  inform   the  design/organizaSon  of   your  menu/navigaSon.     43
  • 44. WHAT  IS  USABILITY  TESTING? A  research  technique  that   aims  to  validate  decisions   and  catch  usability  issues.     Results  can  be  used  to... • Fix  issues  before  producSon • Inform  the  next  release • Inform  a  redesign 44
  • 45. WHICH   TECHNIQUE  SHOULD  YOU  USE? 45
  • 46. ©  2013  EVANTAGE  CONSULTING NOW  WHAT?     • Break  into  groups  based  on   your  technique. • Prepare  to  be  amazed  at   what  you  can  do.     46 http://www.flickr.com/photos/21496790@N06/5065834411/sizes/l/in/photostream/
  • 47. OUR  AGENDA 47 1:00  Learn  about  user  research  and  select  your  technique 1:30  Learn  your  technique 2:00  Design  &  conduct  your  study  (take  breaks  as  needed) 3:15  Document  &  Present  your  findings   3:45  Wrap  up
  • 48. LEARN  YOUR  SELECTED  TECHNIQUE 48
  • 49. ©  2013  EVANTAGE  CONSULTING THE  CORE  STAGES  OF  USER  RESEARCH   1. ArSculate  your  objecSves 2. Design  the  study   3. Recruit  parScipants 4. Conduct  the  study 5. Analyze  the  findings 6. Document  the  findings  &  recommendaSons 49
  • 51. HOW  DOES  USABILITY  TESTING  WORK? 1. Show  the  user  interface  (a   sketch,  mockup,  prototype   or  the  actual  site/app) 2. Ask  the  parScipant  to   perform  a  task 3. Observe  interacSons  &   take  notes   51
  • 52. HOW  MANY  PARTICIPANTS  ARE  NEEDED? 52 AT  LEAST   5 http://www.nngroup.com/articles/why-you-only-need-to-test-with-5-users/
  • 53. HOW  DO  I  DESIGN  A  USABILITY  STUDY? 1. IdenSfy  the  pages/screens/elements  where  you’d  like  to   have  user  feedback 2. Clearly  arSculate  and  document  your  goals  with  each   page/screen/element  and  what  successful  interacSon   looks  like 3. Create  realisSc  scenarios  &  tasks  that  will  elicit  credible   feedback. 53
  • 54. ©  2013  EVANTAGE  CONSULTING IDENTIFY  PAGES/SCREENS/ELEMENTS • Which  ones  are  required  for  the  criScal  tasks? • Which  ones  perform  poorly  in  your  web  analyScs? • Which  ones  are  causing  the  most  internal  disagreement   (e.g.  religious  debates)? • Which  ones  are  falling  vicSm  to  ivory  tower  design? • Which  ones  represent  a  risk  you  are  taking? 54
  • 55. EXAMPLE:  ARTICULATE  YOUR  GOALS The  goal  of  this  study  is  to  observe  user  interacSons  with  the   site  to  see  if  parScipants... • Are  able  to  successfully  use  the  navigaSon  (main  and  secondary)  to  complete   tasks. • Are  successfully  able  to  idenSfy  links  (they  know  what  a  link  is  and  what  is  not   link). • Understand  terminology  and  labels. 55
  • 56. EXAMPLES:  SCENARIOS  &  TASKS Let’s  say  that  you  entered  [SEARCH  TERM}  into  Google.  and  clicked  on  the  link   for  [WEBSITE].  This  is  the  home  page  of  the  new  site.  Without  clicking  on   anything,  take  a  few  moments  to  look  it  over  and  take  it  in.  (COUNT  TO  10,   THEN  ASK  THE  FOLLOWING  QUESTIONS) • What  are  your  first  impressions?   • What  can  you  do? • What  would  you  do  first? • What’s  missing? 56
  • 57. EXAMPLES:  SCENARIOS  &  TASKS From  what  we  understand  you  are  in  the  market  for  a   [PRODUCT].  I’d  like  you  show  me  what  you  would  do  find  and   add  [PRODUCT]  to  your  cart. Tell  me  about  a  me  that  you  were  looking  for  [PRODUCT].  I’d   like  you  now  to  put  yourself  back  in  that  situaon  and  show   me  what  you  would  do  find  and  add  [PRODUCT]  to  your  cart. 57
  • 58. 58
  • 60. HOW  DOES  CARD  SORTING  WORK? Open  SorSng   1. People  are  given  a  set  of  “cards”   that  represent  features/content  of   the  site/app.   2. They  organize  informaSon  into   groups  which  make  sense  to  them.   3. They  name  each  of  the  groups.   60
  • 61. Closed  SorSng 1. People  are  given  a  set  of  “cards”   that  represent  features/content  of   the  site/app.   2. They  organize  informaSon  into   several  pre-­‐defined  groups  in  a  way   that  makes  sense  to  them. HOW  DOES  CARD  SORTING  WORK? 61
  • 62. ©  2013  EVANTAGE  CONSULTING IDEAS  FOR  CREATING  YOUR  “CARDS” 62 • Use  your  current  site  and  create  a  card  for  items  in  your   navigaSon  &  important  features. • Create  a  conceptual  feature  list  for  the  new  site  or  app  you   are  thinking  of  building  and  use  the  items  in  this  list. • Look  to  your  web  metrics  to  see  what  areas  of  the  site  may   be  experiencing  issues  related  to  site  organizaSon.
  • 63. ©  2013  EVANTAGE  CONSULTING HOW  MANY  CARDS  SHOULD  I  MAKE? 63 20  -­‐  50
  • 64. HOW  MANY  PARTICIPANTS  ARE  NEEDED? 64 In  card  sorSng,  “...there's  only  a  0.75   correlaSon  between  the  results  from   five  users  and  the  ulSmate  results.”   “You  must  test  fiKeen  users  to  reach  a   correlaSon  of  0.90,  which  is  a  more   comfortable  place  to  stop.” http://www.nngroup.com/articles/card-sorting-how-many-users-to-test/ AT  LEAST   15
  • 65. ©  2013  EVANTAGE  CONSULTING HOW  DO  I  DESIGN  A  CARD  SORT? 65 h2p://uxpunk.com/websort/
  • 66. 66
  • 68. HOW  DOES  TREE  TESTING  WORK? 1. Present  a  basic  menu  of   opSons. 2. Ask  people  to  find  key   features  and  content. 3. Analyze  how  oKen   tasks  are  successfully   completed. 68
  • 69. ©  2013  EVANTAGE  CONSULTING IDEAS  FOR  CREATING  YOUR  TEST • Which  navigaSon  elements  are  needed  for  criScal  tasks? • Which  ones  perform  poorly  in  your  web  analyScs? • Which  ones  are  most  likely  to  lead  to  revenue  generaSon? • Which  ones  are  suspected  of  poor  labeling? 69
  • 70. HOW  MANY  PARTICIPANTS  ARE  NEEDED? 70 • Since  it’s  similar  to  usability  tesSng,   some  say  at  least  5.   • Since  it’s  Similar  to  card  sorSng,  some   say  at  least  15. • Tree  tesSng  vendors  will  recommend  a   minimum  of  40-­‐50. IT   DEPENDS... QUICKER  TURNAROUND   MORE  RELIABLE
  • 71. ©  2013  EVANTAGE  CONSULTING HOW  DO  I  DESIGN  A  TREE  TEST? 71 h2p://uxpunk.com/plainframe/
  • 72. 72
  • 73. OUR  AGENDA 73 1:00  Learn  about  user  research  and  select  your  technique 1:30  Learn  your  technique 2:00  Design  &  conduct  your  study  (take  breaks  as  needed) 3:15  Document  &  Present  your  findings   3:45  Wrap  up
  • 74. DESIGN  &  CONDUCT  YOUR  STUDIES 74
  • 75. DOS  AND  DON’TS  OF  IN-­‐PERSON  RESEARCH Do... • Dress  appropriately • Bring  business  cards • Ask  open-­‐ended  quesSons • Use  words  other  than  those  used  in   what  you  are  researching • Ask  the  parScipant  to  “think  out   loud” Don’t... • Sigh  or  groan  if  the  parScipant   makes  an  incorrect  choice  or   misstates  something • Ask  leading  quesSons   • Ask  closed-­‐ended/manipulaSve   quesSons • “Help”  or  correct  the  parScipant 75
  • 76. DESIGN  &  CONDUCT  YOUR  STUDIES Design 1. Build  your  study  based  on  real   problems  you  face   2. Work  as  a  group  to  solve  issues  &   quesSons  but  use  me  as  a  resource   if  you  get  stuck Conduct   1. Use  your  group  as  study  subjects 2. Decide  within  your  group  whose   studies  you  will  run 3. Run  your  studies 4. Work  as  a  group  to  solve  issues  &   quesSons  but  use  me  as  a  resource   if  you  get  stuck 76
  • 77. HOW   DID  THAT  GO?   77
  • 78. OUR  AGENDA 78 1:00  Learn  about  user  research  and  select  your  technique 1:30  Learn  your  technique 2:00  Design  &  conduct  your  study  (take  breaks  as  needed) 3:15  Document  &  Present  your  findings   3:45  Wrap  up
  • 79. DOCUMENT   &  PRESENT  YOUR  FINDINGS 79
  • 80. ©  2013  EVANTAGE  CONSULTING HOW  DO  I  ANALYZE  A  CARD  SORT? 80 h2p://uxpunk.com/websort/
  • 81. ©  2013  EVANTAGE  CONSULTING IT’S  ALL  ABOUT  RELATIONSHIPS 81 VerScal  lines  closer  to  the   leK  indicate  stronger   relaSonships  between   items   VerScal  lines  further  to  the   right  indicate  weaker   relaSonships  between   items  
  • 82. ©  2013  EVANTAGE  CONSULTING HOW  DO  I  ANALYZE  A  TREE  TEST? 82 h2p://uxpunk.com/plainframe/
  • 83. ©  2013  EVANTAGE  CONSULTING SUCCESSES  VS.  FAILS 83
  • 84. ©  2013  EVANTAGE  CONSULTING PATHS  TAKEN 84 Imagine  you  are  invesSgaSng   universiSes  and  wish  to  obtain  a   Master's  degree.  Where  would   you  expect  to  find  out  if  this   university  offered  the  parScular   Master's  you  were  looking  for? ParVcipant  1: 1. Departments  &  Academics  >  Graduate  Programs ParVcipant  2 1. Future  Students  >  Graduate  Students   2. Departments  &  Academics  >  Graduate  Programs ParVcipant  3 1. Future  Students  >  Graduate  Students   2. Departments  &  Academics  >  Graduate  Programs ParVcipant  4 1. Future  Students  >  Graduate  Students   2. Departments  &  Academics  >  Graduate  Programs ParVcipant  5 1. Departments  &  Academics  >  Graduate  Programs
  • 85. HOW   DO  I  FIND  THE  “NUGGETS”? 85
  • 86. ©  2013  EVANTAGE  CONSULTING NUGGETS   86
  • 87. ©  2013  EVANTAGE  CONSULTING FINDING  THE  NUGGETS   87 • ParScularly  impressive/inspiring   moments/results • “Eureka!”  moments  (yours  or  the   parScipant’s) • “What  the..?!?!”  moments/results • Surprising  moments/results http://www.flickr.com/photos/flyingsaab/4732416270/
  • 88. ©  2013  EVANTAGE  CONSULTING EXAMPLES  OF  NUGGETS   • ParScipants  struggled  to  find  the  login. • Unexpectedly,  parScipants  engaged  in  horizontal  scrolling   behavior  and  expressed  that  they  preferred  it. • Racquetball  and  kids  camps  showed  a  very  strong   relaSonship. • Everyone  found  yoga  on  the  first  try. 88
  • 89. HOW   DO  I  DELIVER  THE  FACTS  IN   COMPELLING  WAYS? 89
  • 90. TELL  A  COMPELLING  STORY “The  next  Sme  you  struggle  with  gerng  people  on  board   with  your  projects  and  ideas,  simply  tell  them  a  story...     ...storytelling  is  the  only  way  to  plant  ideas  into  other   people's  minds.”   Leo  Widrich The  Science  of  Storytelling:  Why  Telling  a  Story  is  the  Most  Powerful  Way  to  AcSvate  Our  Brains (h2p://lifehacker.com/5965703/the-­‐science-­‐of-­‐storytelling-­‐why-­‐telling-­‐a-­‐story-­‐is-­‐the-­‐most-­‐powerful-­‐way-­‐to-­‐acvate-­‐our-­‐brains) 90
  • 91. CONNECT  THE  DOTS...  IN  THE  STUDY 91 ParScipants   do  not  feel   confident  about  the   purchaseParScipants  spent  a  lot  of  Sme   going  back  &  forth  between   the  PLP  and  the  PDP.    ParScipants  commented  size  and  fit  are                  the  most  important  consideraSons                  when  buying  something  like  this                        online.  ParScipants  were  reluctant  to  add            items  to  their  cart.          
  • 92. CONNECT  THE  DOTS...  OUTSIDE  THE  STUDY 92 User   Research Stakeholder   Interviews CompeVVve   Analysis Web  AnalyVcs Findings  in   Context
  • 93. ©  2013  EVANTAGE  CONSULTING TAKE  10  MINUTES... • Look  for  the  nuggets  in   your  study.   • Start  connecSng  dots  and   forming  a  story. 93 http://www.flickr.com/photos/33909700@N02/3159761620/sizes/o/in/ photostream/
  • 94. HOW   DID  THAT  GO? WHO  WANTS  TO  SHARE?   94
  • 95. http://www.flickr.com/photos/jakecaptive/3205277810/sizes/l/in/photostream/ THOUGHTFUL  PAUSE User  research  does  not   uncover  everything. We  should  manage  our   client’s/team’s   expectaSons. 95
  • 96. OUR  AGENDA 96 1:00  Learn  about  user  research  and  select  your  technique 1:30  Learn  your  technique 2:00  Design  &  conduct  your  study  (take  breaks  as  needed) 3:15  Document  &  Present  your  findings   3:45  Wrap  up
  • 98. WHEN     SHOULD  I  HIRE  EXPERTS? 98
  • 99. ©  2013  EVANTAGE  CONSULTING WHEN  SHOULD  I   HIRE  EXPERTS? 99 Access to UsersTime&Budget FORMAL PRIMARY FORMAL SECONDARY INFORMAL SECONDARY INFORMAL PRIMARY
  • 100. ©  2013  EVANTAGE  CONSULTING WHEN  SHOULD  I   HIRE  EXPERTS? 100 When  you  need... • Dedicated  resources • Specialized  experSse • Help  to  avoid  mistakes • External  perspecSves • A  fresh  set  of  eyes • An  objecSve  point  of  view • Help  negoSaSng  differences  of  opinion • Training Adapted  from:   h2p://www.fresh-­‐sprouts.com/2011/04/when-­‐to-­‐hire-­‐consultants/   h2p://www.planning.org/consultants/choosing/part1.htm h2p://managementconsulted.com/consulng-­‐skills/6-­‐reasons-­‐why-­‐companies-­‐hire-­‐management-­‐consultants-­‐ that-­‐charge-­‐2-­‐million-­‐for-­‐3-­‐months-­‐of-­‐work/ h2p://www.nonprofinclusiveness.org/why-­‐hire-­‐consultant-­‐0
  • 101. GUIDING       PRINCIPLES 101
  • 105. ©  2013  EVANTAGE  CONSULTING RECOMMENDED  READING   105