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Product Service System Design
Tongji University, 2011/2012
Lecture03
Design Research
Methodology
User Interviews and
Personas
Research Plan




The goal of any method you choose should be to provide
a platform for people to express their ideas, needs, and
especially that which is hard to articulate.


Discuss with the research group:

-The schedule
-What do you want to understand (what's the purpose of
the research)
- Who does what?
- Which kind of probes you want to collect?
- How is the interview going to look like
It is about understanding other
people's reality

                                                                   your                       their
                                                                  reality                    reality




                                                                            Interpretative
"The person you are interviewing is the expert and your                         space
job is to give them a platform to express and articulate
their reality and get the insights to interpret what drives
their behaviors, actions and opinions."
(IDEO)




                                                              OBSERVATIONS                    INSIGHTS
In-depht
interviews
The Personas Technique




This is the Cooper
website; They invented
and perfectioned the
Personas technique.
They do research and
interaction design.
www.cooper.com
How did it start
Allan Cooper's technique in software design



                                              "As I walked, I would engage
                                              myself in a dialogue, play-
                                              acting a project manager,
                                              loosely based on Kathy,
                                              requesting functions and
                                              behavior from my program.
                                              I often found myself deep in
                                              those dialogues, speaking
                                              aloud, and gesturing with
                                              my arms. (...) I found that
                                              this play-acting technique
                                              was remarkably effective
                                              for cutting through complex
                                              design questions of
                                              functionality and interaction,
                                              allowing me to clearly see
                                              what was necessary and
                                              unnecessary and, more
                                              importantly, to differentiate
                                              between what was used
                                              frequently and what was
                                              needed only infrequently."
                                                                  (A. Cooper)
..then he starts working as a consultant..

I would ask them for a specific example of how someone
would use their program. The answer would invariably
follow this characteristic pattern: “Well, someone could
create a crosstab of sales information…but it could be a
chart, or if it were marketing data they could present it as
a table. They could do anything!" (A. Cooper)



They couldn't describe ONE specific example
of use
Softwares (or products, or
services..) can be used by
multiple users.. but at the
end of the analysis you can
group them and describe
them.

understand how they think
and behave, what motivates
them, and where the pain is.
The average user does not exist.
Personas
A Format
                            Cathegory                                            He would like to
Example.                                                                         ...................




                                                                Personal quote




you can find more
examples here:              Personal Info                Daily Life
                                                         ...................     Frustrations
http://wiki.fluidproject.   NAME: ....                                           ..................
org/display/fluid/          AGE: ...
Persona+Format              SOCIAL LIFE: where is
                            he from and where does
                            he live now? alone or with
                            someone? family status?
                            ...

                            Use of Technology
                            ...................
Project
Field Research
Schedule



10.19 (today)                     10.26                                   11.09



                                                                            Students' final presentation of the
                                   Students' presentation of field
                                                                            research phase.
                                   research (place).
                                                                            - Desk introduction
 Target definition and research    Each team has selected where
                                                                            - Field research: place
 strategy.                         to go for field research. present
                                                                            - Field research: users
 Schedule and planning.            pictures, description and location
                                                                            - Needs and opportunities
                                   on the map. (digital presentation.
                                                                            - Persona Definition
                                   ppt, pdf, videos etc.)




                                                               No class on 10.02
                                                               (But you can send by
                                                              email the scripts for the
                                                             interviews for feedbacks)
Final Research presentation
structure.

1. Target Definition
Images + description + motivation.
Use a lot of visual techniques, to help people
understanding and get familiar.

2. Place Description
Where did you go? where is it on the map? how does it
look like? Imagine you are doing a reportage. You have to
add all the information you find useful, but also structure
them. Do not be redundant and be careful with your
selection.

3. People
Collect 9 to 12 in-depht interviews. In the presentation
show their pictures and a summary of meaningful insights
you got from them (try to quote what they say, don't try to
interpret).

4. Wrap Up
What did you find out? what are the needs of your users,
which opportunities do you see?

5. Personas
Define 3 personas that represent the users you interview.
describe their daily life, needs, expectations etc. try to be
very specific, and imagine they are real people.
Additional material




Reporters' material
Pictures, videos, sounds, notes etc

Interviews
Complete versions of the interviews done. details of
people and places where they live

Other
Collect flyers, business cards, sketches etc. Try to keep
everything in order, it can be useful.
See you Next Wednesday.
(I already put this on Slideshare)

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Lecture03 - Field research and personas

  • 1. Product Service System Design Tongji University, 2011/2012
  • 3. Research Plan The goal of any method you choose should be to provide a platform for people to express their ideas, needs, and especially that which is hard to articulate. Discuss with the research group: -The schedule -What do you want to understand (what's the purpose of the research) - Who does what? - Which kind of probes you want to collect? - How is the interview going to look like
  • 4. It is about understanding other people's reality your their reality reality Interpretative "The person you are interviewing is the expert and your space job is to give them a platform to express and articulate their reality and get the insights to interpret what drives their behaviors, actions and opinions." (IDEO) OBSERVATIONS INSIGHTS
  • 6. The Personas Technique This is the Cooper website; They invented and perfectioned the Personas technique. They do research and interaction design. www.cooper.com
  • 7. How did it start Allan Cooper's technique in software design "As I walked, I would engage myself in a dialogue, play- acting a project manager, loosely based on Kathy, requesting functions and behavior from my program. I often found myself deep in those dialogues, speaking aloud, and gesturing with my arms. (...) I found that this play-acting technique was remarkably effective for cutting through complex design questions of functionality and interaction, allowing me to clearly see what was necessary and unnecessary and, more importantly, to differentiate between what was used frequently and what was needed only infrequently." (A. Cooper)
  • 8. ..then he starts working as a consultant.. I would ask them for a specific example of how someone would use their program. The answer would invariably follow this characteristic pattern: “Well, someone could create a crosstab of sales information…but it could be a chart, or if it were marketing data they could present it as a table. They could do anything!" (A. Cooper) They couldn't describe ONE specific example of use
  • 9. Softwares (or products, or services..) can be used by multiple users.. but at the end of the analysis you can group them and describe them. understand how they think and behave, what motivates them, and where the pain is.
  • 10. The average user does not exist.
  • 12. A Format Cathegory He would like to Example. ................... Personal quote you can find more examples here: Personal Info Daily Life ................... Frustrations http://wiki.fluidproject. NAME: .... .................. org/display/fluid/ AGE: ... Persona+Format SOCIAL LIFE: where is he from and where does he live now? alone or with someone? family status? ... Use of Technology ...................
  • 14. Schedule 10.19 (today) 10.26 11.09 Students' final presentation of the Students' presentation of field research phase. research (place). - Desk introduction Target definition and research Each team has selected where - Field research: place strategy. to go for field research. present - Field research: users Schedule and planning. pictures, description and location - Needs and opportunities on the map. (digital presentation. - Persona Definition ppt, pdf, videos etc.) No class on 10.02 (But you can send by email the scripts for the interviews for feedbacks)
  • 15. Final Research presentation structure. 1. Target Definition Images + description + motivation. Use a lot of visual techniques, to help people understanding and get familiar. 2. Place Description Where did you go? where is it on the map? how does it look like? Imagine you are doing a reportage. You have to add all the information you find useful, but also structure them. Do not be redundant and be careful with your selection. 3. People Collect 9 to 12 in-depht interviews. In the presentation show their pictures and a summary of meaningful insights you got from them (try to quote what they say, don't try to interpret). 4. Wrap Up What did you find out? what are the needs of your users, which opportunities do you see? 5. Personas Define 3 personas that represent the users you interview. describe their daily life, needs, expectations etc. try to be very specific, and imagine they are real people.
  • 16. Additional material Reporters' material Pictures, videos, sounds, notes etc Interviews Complete versions of the interviews done. details of people and places where they live Other Collect flyers, business cards, sketches etc. Try to keep everything in order, it can be useful.
  • 17. See you Next Wednesday. (I already put this on Slideshare)