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Research Methods
Case Studies
Photo by Marcus Aurelius from Pexels
Type: User Flow, Usability, New Customer Segment Research
How might we develop a cohesive payment experience for vendors and suppliers?
Photo by Retha Ferguson from Pexels
Type: Client Website Design, New User Flow, Responsive Website
How might we develop an experience that welcomes people of all skill levels to fitness communities?
Photo by Harrison Haines from Pexels
Type: Concept Design, Mobile App
How might we develop an experience that welcomes people of all skill levels to fitness communities?
My Research Process
Objective Setting
What area are you looking to explore? What problem are you trying to solve?
Hypothesis & Methodology
What assumptions do you have? Who are your affected populations? What research instruments will you use to test these assumptions?
Testing
What observations have you gathered? How are you collecting research observations?
Synthesis & Analysis
How are you organizing research observations? What patterns emerged from the research? What insights form to test the hypothesis?
Report & Feedback
How have insights answered the research objectives and project goals? What collaboration is necessary to apply research insights into continued product discovery/experience roadmapping?
Commonly Used Research Methods
Research Plan Development
Purpose: Forms the research question and project aims (business goals, research objectives), and outlines the project scope, timeline, methodology(ies) and participant selection criteria.
Frequently used tools: Word processing software
Research Ideation Workshop
Purpose: Aids in development of ideas for primary and secondary research questions, develops inclusivity in research process among different project stakeholders (product teams, senior leaders, etc.)
Frequently used tools: Whiteboard, Post-It notes, sharpies, timer, critical thinking, imagination
Participant Recruitment
Purpose: Identify and connect with people who would be willing to participate in research based on shared goals while ensuring their welfare is protected during the process.
Frequently used tool: HMTL/CSS (custom email template development), Qualtrics (to deploy screener surveys and collect criteria info, e-mail templates (to schedule, confirm, and send reminders)
Survey Design
Purpose: To collect data on people, through screeners (for further in-depth interviews), or to analyze trends in large datasets.
Frequently used tools: Qualtrics, Google forms, Survey Monkey, etc.
Usability & Concept Testing
Purpose: To identify the main user interface issues in a product. This can be qualitative (smaller number of people) or quantitative (multiple rounds with higher number of individuals).
Frequently used tool: Sketch, Invision (for creating prototypes),
Qualitative Research
Purpose: Structured or semi-structured interviews with people to gain in-depth understanding of who they are and how they experience events in their lives.
Frequently used tools: Video conferencing software (for remote interviews)/phone, Recorder, Paper (for taking notes), warmth and friendliness
Synthesis/Analysis
Purpose: To analyze the pattern of behavior provided in qualitative and quantitative data and use that data to answer the research questions.
Frequently used tools: Qualtrics (quantitative), Excel (quantitative or qualitative), Post-Its (or it’s digital representation)
Persona Development
Purpose: At the request of product teams, provides a representation of aggregated data captured in qualitative data to provide a snapshot of interviewees’ behavioral demographic info, pain points, goals, and product usage, where applicable.
Frequently used tools: Sketch, PowerPoint
Reporting & Education
Purpose: To relay study findings to product stakeholders and answer questions on how the research questions inform the business objectives. As an added bonus, these findings can potentially be shared to broader teams/organizations that would benefit from the findings or to promote the benefits of [user] research within organizations.
Frequently used tools: PowerPoint, your confidence
This work is licensed under a Creative Commons Attribution 4.0 International License. 2020.