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Tell Me About That

Using stories in interviews &
personas



Whitney Quesenbery

   STC New York Metro
    Octobr 27, 2011
Hi!   Whitney
      User researcher
      Theatre designer
      Storytelling as a way to understand users,
      their culture, and context in UX design




      Kevin
      UX designer
      Performance storyteller
      Storytelling as a pivotal part of creation,
      performance, and the design process
How do we use stories in UX?
A human-centred design process




4                             ISO 9241-210(formerly ISO 13407)
Stories are embedded in user experience
           Collecting stories tell
           us about context,
           goals, people


                                                     Themes and patterns help
                                                     us understand world views



                                     Success?




Usability evaluation is a
way of trying the story out



                                                Design tells a new story
                                                that changes something
                                                about the world
We just don‟t call them stories
User research
Ethnography
Contextual inquiry
Site visits                                   Personas
                                       Affinity analysis




Usability Testing
Walk-throughs
Analytics                             Scenarios
                                    Storyboards
                                    Wireframes
                                     Prototypes
Stories add depth to the big picture

   Showing activities in context help you understand
    more clearly when, where and how a product will be
    used.


   Stories are an efficient way to communicate non-
    functional requirements or user characteristics


   Thinking in stories connects similar activities,
    attitudes, or goals across functions.
Why stories?
Stories add connection and empathy

      A richer understanding of people and context
      Innovation from real needs
      More persuasive ideas
      People in the center of the process
Changing a story can change the way we think

                                                   ―Our experience of the world is
                                                   shaped by our interpretations of it,
                                                   the stories we tell ourselves.... so
                                                   the key to personal transformation
                                                   is story transformation.‖

Timothy Wilson, author of “Redirect”




       Maria Popova, „Redirect‟: A New Way to Think about Psychological Change. The Atlantic, September 9, 2011 www.theatlantic.com
Stories create relationships
Stories create connections
Stories create connections
Stories create connections




                             What kind of
                             connections do you
                             want to make?
A story is created by everyone who hears it
A story is created by everyone who hears it
A story is created by everyone who hears it
Is this a good UX story?
Scenarios become stories when we add emotion

  As a [role] I can [do something] so that [benefit]

                        +




                          +

     Imagery + Emotion + Context + Motivation
Stories help us explore complex interactions




20
Stories are efficient

 Tanner was deep into a Skatepunkz game—
 all the way up to level 12—when he got a
 buddy message from his friend, Steve, with
 a question about his homework.

 He looked up with a start. Almost bedtime
 and his homework was still not done. Mom or
 Dad would be in any minute.

                     What can we learn about Tanner
                      from this short story?
Stories can be visual




22
Stories turn a profile into a persona



                 Elizabeth, 32 years old

                 Married to Joe, has a 5-year old son,
                 Justin
Aged 30-45
                  Attended State College, and
45% married with manages her class alumni site
                  children
65% college educated
                  Uses Google as her home page, and
Use the web 3-5 times a CNN online
                  reads week

                 Used the web to find the name of a
                 local official
Stories start with listening
Listening Exercise
   Find a partner – maybe someone you don’t know
   You will each tell the other about something. You’ll
    have 1 minutes
   If you are the listener - just listen. Don’t have to
    talk, interrupt or fill silences.
   I’ll call time, and then we’ll switch.




    Tell the other person about a holiday tradition
    you share with your friends or family.
Feedback

     What was that like?


        As the storyteller?
        As the listener?




26
Listening is not a competitive sport

     In many cultures, we are            On your own
     chronically ―under-listened-        Practice really listening:

     to‖                                 •   Find a partner
                                         •   Ask them to tell you about
                                             something…perhaps something that
     Be an appreciative listener             they are proud of, or a difficult event.
                                         •   Let them talk for 2 minutes
        Give them your full attention
                                         •   Just listen. Give them your attention.
        Acknoweldge what you hear,          Don‟t interrupt them. Just let them
         non-verbally                        talk.
                                         •   Then switch.
        Give the person time to think
                                         •   Share what you learned about the
         as well as talk                     experience of being really listened to.
        Don’t rush the end –
         sometimes people have one
         last thought




27
Listen (and watch) for juicy tidbits



        Stories you hear from more than one source
        Strong detail and action
        Details that illuminate other user data or analytics
        Stories that contradict common beliefs
        Simple, clear, and compelling




28
Stories and UX starts with listening (& observing)

     In all of your user research, make time for stories


        Go beyond basic questions
        Ask about context: when, where, why (not just how)
        Find out what they want to tell you




     Just say ―tell me about that‖




29
Who can you hear the best stories from
                                                      Best
        People with no connection to your
         company who work in the context your
         product supports
        People who match the demographics of
         the target users, and who have similar
         domain experience
        People who recently worked in the domain
         and are still close to the job
        People in your company who work with
         your product in the field
        Trainers, technical support personnel, and
         others who support users in the field
        Subject matter experts who do not work in
         the domain                                   Worst

30
Ask the questions that encourage stories

     “Have you ever [done something]?”
     “How often do you [do that thing]?”
     “What makes you decide to [do that thing]?”
     “Where do you [do that thing]?”


+
     “When was the last time you [did that thing]?”


+
     “Tell me about that.”
     (and really listen)
Interviewing exercise

     You work for an e-commerce site that specializes in
     business gifts. You are looking for ideas for your holiday
     promotion that aren’t the ―same old things.‖


     First, write down 2-3 questions you want to ask.
        Make them open-ended, not just yes-no questions.
        Are you looking for problems you can fix?
        Or ways you can make the experience more delightful?




32
Interviewing exercise (2)
     Find a partner. You’ll each have about 5 minutes each to
     interview each other.


        Think about ways to encourage them to share their
         experiences
        Don’t be afraid to follow their lead
        But don’t forget your goal



     I’ll call time, so we all stay together




33
Personas and stories
Personas let you explore situations and ideas

   The persona as a character provides perspective


   The relationships create the context


   The imagery suggests emotional connections


   The language can suggest the voice of the persona
Personas represent groups of stories

   Similar goals, beliefs,                 The web saves me
    attitudes                               time

                                                 Visits a lot of different sites
                                            Uses e-
                                                               Navigates easily
                                            commerce
   Similar ways of engaging in
    the activity                                                    Mistrustful of
                                                                    info online

                                                                Leaves a site
                                                                quickly
   Similar personal
                                                            No-nonsense. Doesn‟t
    characteristics                                         like cute




   Shared stories                          Very deliberate
                                            approach to web

                                        Uses search

                                  Likes to print long
                                  pages to read and
                                                      Takes notes as
                                  save
                                                      she works
Healthcare example
Melissa                           Laura                         Elizabeth
                InfoSeeker                        Caregiver                     Expert



“I don‟t like to go              “I want to know how to help my “I don‟t stay on a site long if
backwards to go forwards”        husband”                       nothing jumps out at me”


Goals:                           Goals:                           Goals:
Looking for new information      Looking for helpful              Information I can use
                                 information                      Answers to specific questions
Typical Questions:               Typical Questions:               Typical Questions:
What is <condition>?             What do I need to know           Tell me something new
Am I at risk?                    about it? What are the next      I want the latest!
Top Usability Need:              steps I should take?             I need <this> information.
Engaging - I can tell I‟m in     Top Usability Needs:             Top Usability Needs:
the right place by the           Effective - I need resources,    Efficient: Give me a search
amount and level of              and the right information        box and I‟ll tell you exactly
information                      Risks                            what I want
Risks                            Needs information she can        Risks
Curious - needs to be            act on                           Already knows the basics
drawn in. Little sense of site
loyalty
Stories organize data in memorable ways




                         Personas not only
                         organize data and facts,
                         but help us recognize
                         the persona as someone
                         we can empathize with
Stories organize facts in recognizable ways.




        Just LIke Me - Determining Eligibility Online with Personalized Narratives - Thea van der Geest and Lex van Velsen, UPA 2010
Crafting stories
UX stories have a purpose


                         Meeting the users
                         Illustrating user needs
                         Points of pain
                         Brainstorming
                         Success stories
                         Design exploration
                         Evaluation task
Points of pain – show a problem

     Ten minutes is not enough. That‟s
     Tanner‟s opinion about the time limits
     on using the computer at school.

     Last Friday, he started working on a
     geography assignment and look up some
     information about the animals in Africa.
     He had just gotten started when his turn
     on the computer was up. He‟d like to
     work on it over the weekend, but can’t
     access the school library. He prints out a   These stories create
     few things, and figures he will retype       a vivid view of the
                                                  problem from the
     what he‟s done when he gets home.
                                                  point of view of the
                                                  persona.
     What a bore.
43
Springboard or brainstorming stories

     When Tanner comes home
     from school, he logs on to the
     web site and collects the essay
     he began during study period
     in school. He usually isn‟t
     allowed to play games on the
     computer until he finishes his
     homework, but he tells his        A short and compelling
     mother, “this is my               story, both illustrating a
     homework.”                        dilemma and hinting at
                                       the way out. They may
                                       be the spark of a new
                                       innovation, or based on
                                       an anecdote from user
                                       research.
44
Stories are not a detailed task analysis
     Focus on the story
        Establish the scene with imagery
        What’s the time-frame?
        What’s the emotional context


     Think about the persona’s perspective
        How do they see the events or interaction?
        What words do they use? Style of language?
        What are the boundaries of the story from their point
         of view? (Hint: it might not be your product!)


     Don’t use the story to describe all of the details in the
     user interface.


45
Story structures help you shape the meaning

        Journeys show obstacles overcome
            A hero’s journey


        Framing structures create contrast
            Us- Them - Us
            Here - There - Here
            Now - Then - Now


        Stories can communicate mood or context
            Layered images
            Contextual interlude





46
Who is the hero of the story?




47
Choose your perspective
     Third Person               Second Person             First Person
     Story is told about        Story is a conversation   Story is told from the
     someone, looking at        between the storyteller   point of view of the
     them from the outside      and another person        main character

     For example:               For example:              For example:
     A UX person telling        Feedback to a             A UX person telling the
     stories about how          participant or other      story of their own
     several different people   stakeholder,              reactions.
     responded to a
     prototype.                 ―Interviewing a           Retelling a story from
                                persona‖                  the point of view of the
     Persona stories,                                     original experience.
     especially if there is     Talking directly to
     more than one              users of a product

     Maintains a distance       Creates a direct          Invites the audience to
     between ―us‖ and           connection and invites    look at the story
     ―them‖                     the other person to       through the eyes of
                                respond.




48
Become the persona

        First person


           You represent the
            persona and tell the
            story from their point
            of view.
           Lets you ―get into the
            head‖ of the story

     Informance
     Representing an idea by
     acting in order to tell,
     explain and share it.
     (Brenda Laurel’s book on
     metods

49
3rd person allows you to explain and interpret




Mary works as a nurse in a hectic   Whose words and thoughts are
women’s health center for a low-
income neighborhood.                these?
…                                      Are these things that Mary
Her questions about cancer mostly       would say or are they our
come from her patients, or from
wanting to be sure that she
                                        interpretation of all the data
catches any early signs.                and stories that went into the
…                                       Mary persona?
She has learned conversational
Spanish, so she can talk to her
                                       How can we show when we
patients for whom this is a first       are using her own words?
language.
…
When she looks things up on the
Web, she tends to go back to
familiar sites
Creating a conversation invites identification




                          Whose words and thoughts are these?
                             Who is included in ―we‖?
                             How does creating a sense of identity
                              motivate action?




51
Ways to share stories
There are many ways to tell a story


                       Elevator pitch
                       Stories you tell around a table
                       Written stories
                       Presenting a report
                       Comic or storyboard
                       Visual collage
                       In a formal presentation
Weave stories into your reports




54
Create a narrative to show patterns




                              Even if you don’t have one
                              clip that shows the whole
                              pattern, you can combine
                              events into a story



55
Have a design expo with stories from research




                        Engaging Teams with Rich Reporting: Recipe for a Research Findings Expo By
56                      John Webb and Tomer Sharon. UPA User Experience 3Q 2010
Make a video




               The NCI Cancer Bulletin: http://www.cancer.gov/ncicancerbulletin/101910/page6
Immersive environments encourage stories




                                                           Ad agencies create rooms that
                                                           represent the target market
                                                           for a brand.




          http://www.core77.com/blog/business/core77_toyota_calty_studio_visit_round_2_how_theyre_winning_11167.asp
58
Map the stories into the design




59
Create the stories you want other people to tell




         What connections do you want to make?


60
Storytelling can make your work richer
and more effective
Storytelling for User Experience


                            UX St o ry Card s
                            A g uid e t o
                            craft ing st ories
                            for UX




www.rosenfeldmedia.com/books/storytelling
www.wqusability.com/storycards.html
Coming soon…


A look at global UX
through interviews with
over 65 practitioners

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Tell meaboutthat

  • 1. Tell Me About That Using stories in interviews & personas Whitney Quesenbery  STC New York Metro Octobr 27, 2011
  • 2. Hi! Whitney User researcher Theatre designer Storytelling as a way to understand users, their culture, and context in UX design Kevin UX designer Performance storyteller Storytelling as a pivotal part of creation, performance, and the design process
  • 3. How do we use stories in UX?
  • 4. A human-centred design process 4 ISO 9241-210(formerly ISO 13407)
  • 5. Stories are embedded in user experience Collecting stories tell us about context, goals, people Themes and patterns help us understand world views Success? Usability evaluation is a way of trying the story out Design tells a new story that changes something about the world
  • 6. We just don‟t call them stories User research Ethnography Contextual inquiry Site visits Personas Affinity analysis Usability Testing Walk-throughs Analytics Scenarios Storyboards Wireframes Prototypes
  • 7. Stories add depth to the big picture  Showing activities in context help you understand more clearly when, where and how a product will be used.  Stories are an efficient way to communicate non- functional requirements or user characteristics  Thinking in stories connects similar activities, attitudes, or goals across functions.
  • 9. Stories add connection and empathy  A richer understanding of people and context  Innovation from real needs  More persuasive ideas  People in the center of the process
  • 10. Changing a story can change the way we think ―Our experience of the world is shaped by our interpretations of it, the stories we tell ourselves.... so the key to personal transformation is story transformation.‖ Timothy Wilson, author of “Redirect” Maria Popova, „Redirect‟: A New Way to Think about Psychological Change. The Atlantic, September 9, 2011 www.theatlantic.com
  • 14. Stories create connections What kind of connections do you want to make?
  • 15. A story is created by everyone who hears it
  • 16. A story is created by everyone who hears it
  • 17. A story is created by everyone who hears it
  • 18. Is this a good UX story?
  • 19. Scenarios become stories when we add emotion As a [role] I can [do something] so that [benefit] + + Imagery + Emotion + Context + Motivation
  • 20. Stories help us explore complex interactions 20
  • 21. Stories are efficient Tanner was deep into a Skatepunkz game— all the way up to level 12—when he got a buddy message from his friend, Steve, with a question about his homework. He looked up with a start. Almost bedtime and his homework was still not done. Mom or Dad would be in any minute.  What can we learn about Tanner from this short story?
  • 22. Stories can be visual 22
  • 23. Stories turn a profile into a persona Elizabeth, 32 years old Married to Joe, has a 5-year old son, Justin Aged 30-45 Attended State College, and 45% married with manages her class alumni site children 65% college educated Uses Google as her home page, and Use the web 3-5 times a CNN online reads week Used the web to find the name of a local official
  • 24. Stories start with listening
  • 25. Listening Exercise  Find a partner – maybe someone you don’t know  You will each tell the other about something. You’ll have 1 minutes  If you are the listener - just listen. Don’t have to talk, interrupt or fill silences.  I’ll call time, and then we’ll switch. Tell the other person about a holiday tradition you share with your friends or family.
  • 26. Feedback What was that like?  As the storyteller?  As the listener? 26
  • 27. Listening is not a competitive sport In many cultures, we are On your own chronically ―under-listened- Practice really listening: to‖ • Find a partner • Ask them to tell you about something…perhaps something that Be an appreciative listener they are proud of, or a difficult event. • Let them talk for 2 minutes  Give them your full attention • Just listen. Give them your attention.  Acknoweldge what you hear, Don‟t interrupt them. Just let them non-verbally talk. • Then switch.  Give the person time to think • Share what you learned about the as well as talk experience of being really listened to.  Don’t rush the end – sometimes people have one last thought 27
  • 28. Listen (and watch) for juicy tidbits  Stories you hear from more than one source  Strong detail and action  Details that illuminate other user data or analytics  Stories that contradict common beliefs  Simple, clear, and compelling 28
  • 29. Stories and UX starts with listening (& observing) In all of your user research, make time for stories  Go beyond basic questions  Ask about context: when, where, why (not just how)  Find out what they want to tell you Just say ―tell me about that‖ 29
  • 30. Who can you hear the best stories from Best  People with no connection to your company who work in the context your product supports  People who match the demographics of the target users, and who have similar domain experience  People who recently worked in the domain and are still close to the job  People in your company who work with your product in the field  Trainers, technical support personnel, and others who support users in the field  Subject matter experts who do not work in the domain Worst 30
  • 31. Ask the questions that encourage stories “Have you ever [done something]?” “How often do you [do that thing]?” “What makes you decide to [do that thing]?” “Where do you [do that thing]?” + “When was the last time you [did that thing]?” + “Tell me about that.” (and really listen)
  • 32. Interviewing exercise You work for an e-commerce site that specializes in business gifts. You are looking for ideas for your holiday promotion that aren’t the ―same old things.‖ First, write down 2-3 questions you want to ask.  Make them open-ended, not just yes-no questions.  Are you looking for problems you can fix?  Or ways you can make the experience more delightful? 32
  • 33. Interviewing exercise (2) Find a partner. You’ll each have about 5 minutes each to interview each other.  Think about ways to encourage them to share their experiences  Don’t be afraid to follow their lead  But don’t forget your goal I’ll call time, so we all stay together 33
  • 35. Personas let you explore situations and ideas  The persona as a character provides perspective  The relationships create the context  The imagery suggests emotional connections  The language can suggest the voice of the persona
  • 36. Personas represent groups of stories  Similar goals, beliefs, The web saves me attitudes time Visits a lot of different sites Uses e- Navigates easily commerce  Similar ways of engaging in the activity Mistrustful of info online Leaves a site quickly  Similar personal No-nonsense. Doesn‟t characteristics like cute  Shared stories Very deliberate approach to web Uses search Likes to print long pages to read and Takes notes as save she works
  • 38. Melissa Laura Elizabeth InfoSeeker Caregiver Expert “I don‟t like to go “I want to know how to help my “I don‟t stay on a site long if backwards to go forwards” husband” nothing jumps out at me” Goals: Goals: Goals: Looking for new information Looking for helpful Information I can use information Answers to specific questions Typical Questions: Typical Questions: Typical Questions: What is <condition>? What do I need to know Tell me something new Am I at risk? about it? What are the next I want the latest! Top Usability Need: steps I should take? I need <this> information. Engaging - I can tell I‟m in Top Usability Needs: Top Usability Needs: the right place by the Effective - I need resources, Efficient: Give me a search amount and level of and the right information box and I‟ll tell you exactly information Risks what I want Risks Needs information she can Risks Curious - needs to be act on Already knows the basics drawn in. Little sense of site loyalty
  • 39. Stories organize data in memorable ways Personas not only organize data and facts, but help us recognize the persona as someone we can empathize with
  • 40. Stories organize facts in recognizable ways. Just LIke Me - Determining Eligibility Online with Personalized Narratives - Thea van der Geest and Lex van Velsen, UPA 2010
  • 42. UX stories have a purpose  Meeting the users  Illustrating user needs  Points of pain  Brainstorming  Success stories  Design exploration  Evaluation task
  • 43. Points of pain – show a problem Ten minutes is not enough. That‟s Tanner‟s opinion about the time limits on using the computer at school. Last Friday, he started working on a geography assignment and look up some information about the animals in Africa. He had just gotten started when his turn on the computer was up. He‟d like to work on it over the weekend, but can’t access the school library. He prints out a These stories create few things, and figures he will retype a vivid view of the problem from the what he‟s done when he gets home. point of view of the persona. What a bore. 43
  • 44. Springboard or brainstorming stories When Tanner comes home from school, he logs on to the web site and collects the essay he began during study period in school. He usually isn‟t allowed to play games on the computer until he finishes his homework, but he tells his A short and compelling mother, “this is my story, both illustrating a homework.” dilemma and hinting at the way out. They may be the spark of a new innovation, or based on an anecdote from user research. 44
  • 45. Stories are not a detailed task analysis Focus on the story  Establish the scene with imagery  What’s the time-frame?  What’s the emotional context Think about the persona’s perspective  How do they see the events or interaction?  What words do they use? Style of language?  What are the boundaries of the story from their point of view? (Hint: it might not be your product!) Don’t use the story to describe all of the details in the user interface. 45
  • 46. Story structures help you shape the meaning  Journeys show obstacles overcome  A hero’s journey  Framing structures create contrast  Us- Them - Us  Here - There - Here  Now - Then - Now  Stories can communicate mood or context  Layered images  Contextual interlude
 46
  • 47. Who is the hero of the story? 47
  • 48. Choose your perspective Third Person Second Person First Person Story is told about Story is a conversation Story is told from the someone, looking at between the storyteller point of view of the them from the outside and another person main character For example: For example: For example: A UX person telling Feedback to a A UX person telling the stories about how participant or other story of their own several different people stakeholder, reactions. responded to a prototype. ―Interviewing a Retelling a story from persona‖ the point of view of the Persona stories, original experience. especially if there is Talking directly to more than one users of a product Maintains a distance Creates a direct Invites the audience to between ―us‖ and connection and invites look at the story ―them‖ the other person to through the eyes of respond. 48
  • 49. Become the persona First person  You represent the persona and tell the story from their point of view.  Lets you ―get into the head‖ of the story Informance Representing an idea by acting in order to tell, explain and share it. (Brenda Laurel’s book on metods 49
  • 50. 3rd person allows you to explain and interpret Mary works as a nurse in a hectic Whose words and thoughts are women’s health center for a low- income neighborhood. these? …  Are these things that Mary Her questions about cancer mostly would say or are they our come from her patients, or from wanting to be sure that she interpretation of all the data catches any early signs. and stories that went into the … Mary persona? She has learned conversational Spanish, so she can talk to her  How can we show when we patients for whom this is a first are using her own words? language. … When she looks things up on the Web, she tends to go back to familiar sites
  • 51. Creating a conversation invites identification Whose words and thoughts are these?  Who is included in ―we‖?  How does creating a sense of identity motivate action? 51
  • 52. Ways to share stories
  • 53. There are many ways to tell a story  Elevator pitch  Stories you tell around a table  Written stories  Presenting a report  Comic or storyboard  Visual collage  In a formal presentation
  • 54. Weave stories into your reports 54
  • 55. Create a narrative to show patterns Even if you don’t have one clip that shows the whole pattern, you can combine events into a story 55
  • 56. Have a design expo with stories from research Engaging Teams with Rich Reporting: Recipe for a Research Findings Expo By 56 John Webb and Tomer Sharon. UPA User Experience 3Q 2010
  • 57. Make a video The NCI Cancer Bulletin: http://www.cancer.gov/ncicancerbulletin/101910/page6
  • 58. Immersive environments encourage stories Ad agencies create rooms that represent the target market for a brand. http://www.core77.com/blog/business/core77_toyota_calty_studio_visit_round_2_how_theyre_winning_11167.asp 58
  • 59. Map the stories into the design 59
  • 60. Create the stories you want other people to tell What connections do you want to make? 60
  • 61. Storytelling can make your work richer and more effective
  • 62. Storytelling for User Experience UX St o ry Card s A g uid e t o craft ing st ories for UX www.rosenfeldmedia.com/books/storytelling www.wqusability.com/storycards.html
  • 63. Coming soon… A look at global UX through interviews with over 65 practitioners