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Chris How, Information Architect, Cogapp


                  @chrishow


Wednesday, 6 July 2011
How to get effective
         and actionable
         answers from
         research sessions.
         UPA International Conference 2011




         Chris How, Information Architect, Cogapp


                  @chrishow


Wednesday, 6 July 2011
Wednesday, 6 July 2011
I work at Cogapp, a digital
                         media and user experience
                         agency based in Brighton,
                         England.


                         I’ve worked with clients including:

                         / Arts Council England
                         / British Film Institute
                         / The Children’s Society
                         / Dorling Kingsley
                         / Home Office
                         / National Portrait Gallery
                         / Social Care Institute for Excellence
                         / Transport for London




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Research is easy
                         I’d like to share an approach to thinking
                         about research, with some tips, tricks
                         and experiences gained from
                         running usability sessions.




Wednesday, 6 July 2011
Wednesday, 6 July 2011
A story about research




Wednesday, 6 July 2011
Right people                Analyse            Reflect



     Purpose of                                                                 Actionable
      research                                                                   answers



             Right environment       Right questions             Report




   Purpose >             Prepare >          Explore >      Focus >            Action >




Wednesday, 6 July 2011
Thinking about research



                           Right people                Analyse            Reflect



     Purpose of                                                                 Actionable
      research                                                                   answers



             Right environment       Right questions             Report




   Purpose >             Prepare >          Explore >      Focus >            Action >




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Purpose
    Have a clear direction




Wednesday, 6 July 2011
Right people




                         Right environment                  Right questions




Wednesday, 6 July 2011
Prepare


                                             Right people




                         Right environment                  Right questions




Wednesday, 6 July 2011
Recruit people who belong in the space you are researching


                                                                  Credit: FotografiaBasica, istockphoto.com
Wednesday, 6 July 2011
Right People
    Find & talk to the right people




                         Recruit people who belong in the space you are researching


                                                                  Credit: FotografiaBasica, istockphoto.com
Wednesday, 6 July 2011
Shortcuts in recruiting lead to shortfall in insight



Wednesday, 6 July 2011
Right People
    Find & talk to the right people




                         Shortcuts in recruiting lead to shortfall in insight



Wednesday, 6 July 2011
Right People
    Find & talk to the right people




                         Shortcuts in recruiting lead to shortfall in insight



Wednesday, 6 July 2011
Try recruiting yourself. Recruit on behaviours above demographics



Wednesday, 6 July 2011
Right People
    Find & talk to the right people




                         Try recruiting yourself. Recruit on behaviours above demographics



Wednesday, 6 July 2011
Wednesday, 6 July 2011
Right People                      Participants are your key ingredient,
    Find & talk to the right people   take time to source them.


                                      Do the recruiting yourself.


                                      Think hard about who will give you the
                                      insight you need and where you can find
                                      them.


                                      Create a screener and selection criteria
                                      led by behaviour and not demographics.




Wednesday, 6 July 2011
What question would you ask if you only had 45 seconds to get it answered?


                                                                  Credit: diego_cervo, istockphoto.com
Wednesday, 6 July 2011
Right questions
    What to ask? How to ask it?




              What question would you ask if you only had 45 seconds to get it answered?


                                                                  Credit: diego_cervo, istockphoto.com
Wednesday, 6 July 2011
People reveal so much more when asked to show you than when asked to tell you



Wednesday, 6 July 2011
Right questions
    What to ask? How to ask it?




         People reveal so much more when asked to show you than when asked to tell you



Wednesday, 6 July 2011
Wednesday, 6 July 2011
Right questions               Find questions that get people to show
    What to ask? How to ask it?   you, where you can observe their
                                  behaviour.


                                  Get participants to undertake realistic
                                  and natural tasks. Take time to discover
                                  what these tasks are.


                                  Ask yourself why am I asking this
                                  question? What am I going to do with the
                                  answer?


                                  Be interested in the subject being
                                  researched.




Wednesday, 6 July 2011
Credit: w-ings, istockphoto.com
Wednesday, 6 July 2011
Right environment
    Where and how to do research?




                                    Credit: w-ings, istockphoto.com
Wednesday, 6 July 2011
Wednesday, 6 July 2011
Right environment
    Where and how to do research?




Wednesday, 6 July 2011
Right environment
    Where and how to do research?




Wednesday, 6 July 2011
Right environment
    Where and how to do research?




Wednesday, 6 July 2011
Right environment
    Where and how to do research?




Wednesday, 6 July 2011
Right environment
    Where and how to do research?




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Right environment
    Where and how to do research?




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Right environment               People don’t like being tested. Save the
    Where and how to do research?   talk of ‘user testing’, ‘lab based research’
                                    and ‘testing facilities’ for your client.


                                    People like to be helpful and have their
                                    opinion listened to. Give participants
                                    control and put them in the driving seat.


                                    Use appropriate tools to collect the
                                    evidence you need and include your
                                    clients and colleagues in the back room
                                    to add their observations.


                                    Make research fun, be inventive.




Wednesday, 6 July 2011
Analyse            Reflect




                                   Report




Wednesday, 6 July 2011
Focus




                         Analyse            Reflect




                                   Report




Wednesday, 6 July 2011
Credit: beyhanyazar, istockphoto.com
Wednesday, 6 July 2011
Analyse
    Making sense of your data




                                Credit: beyhanyazar, istockphoto.com
Wednesday, 6 July 2011
Wednesday, 6 July 2011
Analyse
    Making sense of your data




                                                          !"#$%&'(#)*+%&,#*-$'#".#&/,0,#
                                '$"

                                '#"

                                '!"

                                 &"

                                 %"                                                                                    ,'"-./01"234./5"


                                 $"

                                 #"

                                 !"
                                      '"   #"   ("   $"   )"   %"   *"   &"   +"   '!"   ''"   '#"   '("   '$"   ')"




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Analyse                     Revisit your statement on the purpose
    Making sense of your data   of the research.


                                Thinking tools free up thinking time.
                                What can you use to quickly see the
                                patterns in the data?


                                Give yourself time and space to view
                                the data from a range of perspectives
                                and segment it by a range of
                                behaviours.


                                Beware the compelling person and the
                                compelling quote.


                                Talk through your thinking, share your
                                thoughts and be challenged.




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Reflect
    Know the problem to find the solution




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Reflect
    Know the problem to find the solution




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Reflect                Only when you fully understand the
    Know the problem       problem can you start thinking about
    to find the solution   possible solutions.


                           What does it all mean? Look and look
                           again - this is the literal translation of
                           research.


                           As a consultant don’t just report what
                           you found but interpret the findings
                           and offer recommendations that your
                           client can implement.




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Report
    How to tell the story?




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Report                   Make your report compelling, tell the
    How to tell the story?   story focussing on recommendations
                             that drive action.

                             Concentrate on the most vital findings
                             to communicate and employ a
                             presentation style appropriate for the
                             audience.

                             Think about what your client needs to
                             persuade their stakeholders.

                             Provide your evidence and share all
                             your data.




Wednesday, 6 July 2011
Right people                Analyse            Reflect



     Purpose of                                                                 Actionable
      research                                                                   answers



             Right environment       Right questions             Report




   Purpose >             Prepare >          Explore >      Focus >            Action >




Wednesday, 6 July 2011
Research is only valuable if it drives action




                           Right people                Analyse            Reflect



     Purpose of                                                                 Actionable
      research                                                                   answers



             Right environment       Right questions             Report




   Purpose >             Prepare >          Explore >      Focus >            Action >




Wednesday, 6 July 2011
Wednesday, 6 July 2011
Actionable answers result in ...




Wednesday, 6 July 2011
Actionable answers result in ...




Wednesday, 6 July 2011
Actionable answers result in ...




Wednesday, 6 July 2011
Actionable answers result in ...




                                       Credit: Clotheyes, flickr.com
Wednesday, 6 July 2011
Chris How, Information Architect, Cogapp


                             @chrishow


Wednesday, 6 July 2011
How to get effective
                         and actionable
                         answers from
                         research sessions.
                         Thank you for listening. Time for questions.




                         Chris How, Information Architect, Cogapp


                              @chrishow


Wednesday, 6 July 2011

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Getting Effective Answers from Research Sessions

  • 1. Chris How, Information Architect, Cogapp @chrishow Wednesday, 6 July 2011
  • 2. How to get effective and actionable answers from research sessions. UPA International Conference 2011 Chris How, Information Architect, Cogapp @chrishow Wednesday, 6 July 2011
  • 4. I work at Cogapp, a digital media and user experience agency based in Brighton, England. I’ve worked with clients including: / Arts Council England / British Film Institute / The Children’s Society / Dorling Kingsley / Home Office / National Portrait Gallery / Social Care Institute for Excellence / Transport for London Wednesday, 6 July 2011
  • 6. Research is easy I’d like to share an approach to thinking about research, with some tips, tricks and experiences gained from running usability sessions. Wednesday, 6 July 2011
  • 8. A story about research Wednesday, 6 July 2011
  • 9. Right people Analyse Reflect Purpose of Actionable research answers Right environment Right questions Report Purpose > Prepare > Explore > Focus > Action > Wednesday, 6 July 2011
  • 10. Thinking about research Right people Analyse Reflect Purpose of Actionable research answers Right environment Right questions Report Purpose > Prepare > Explore > Focus > Action > Wednesday, 6 July 2011
  • 12. Purpose Have a clear direction Wednesday, 6 July 2011
  • 13. Right people Right environment Right questions Wednesday, 6 July 2011
  • 14. Prepare Right people Right environment Right questions Wednesday, 6 July 2011
  • 15. Recruit people who belong in the space you are researching Credit: FotografiaBasica, istockphoto.com Wednesday, 6 July 2011
  • 16. Right People Find & talk to the right people Recruit people who belong in the space you are researching Credit: FotografiaBasica, istockphoto.com Wednesday, 6 July 2011
  • 17. Shortcuts in recruiting lead to shortfall in insight Wednesday, 6 July 2011
  • 18. Right People Find & talk to the right people Shortcuts in recruiting lead to shortfall in insight Wednesday, 6 July 2011
  • 19. Right People Find & talk to the right people Shortcuts in recruiting lead to shortfall in insight Wednesday, 6 July 2011
  • 20. Try recruiting yourself. Recruit on behaviours above demographics Wednesday, 6 July 2011
  • 21. Right People Find & talk to the right people Try recruiting yourself. Recruit on behaviours above demographics Wednesday, 6 July 2011
  • 23. Right People Participants are your key ingredient, Find & talk to the right people take time to source them. Do the recruiting yourself. Think hard about who will give you the insight you need and where you can find them. Create a screener and selection criteria led by behaviour and not demographics. Wednesday, 6 July 2011
  • 24. What question would you ask if you only had 45 seconds to get it answered? Credit: diego_cervo, istockphoto.com Wednesday, 6 July 2011
  • 25. Right questions What to ask? How to ask it? What question would you ask if you only had 45 seconds to get it answered? Credit: diego_cervo, istockphoto.com Wednesday, 6 July 2011
  • 26. People reveal so much more when asked to show you than when asked to tell you Wednesday, 6 July 2011
  • 27. Right questions What to ask? How to ask it? People reveal so much more when asked to show you than when asked to tell you Wednesday, 6 July 2011
  • 29. Right questions Find questions that get people to show What to ask? How to ask it? you, where you can observe their behaviour. Get participants to undertake realistic and natural tasks. Take time to discover what these tasks are. Ask yourself why am I asking this question? What am I going to do with the answer? Be interested in the subject being researched. Wednesday, 6 July 2011
  • 31. Right environment Where and how to do research? Credit: w-ings, istockphoto.com Wednesday, 6 July 2011
  • 33. Right environment Where and how to do research? Wednesday, 6 July 2011
  • 34. Right environment Where and how to do research? Wednesday, 6 July 2011
  • 35. Right environment Where and how to do research? Wednesday, 6 July 2011
  • 36. Right environment Where and how to do research? Wednesday, 6 July 2011
  • 37. Right environment Where and how to do research? Wednesday, 6 July 2011
  • 39. Right environment Where and how to do research? Wednesday, 6 July 2011
  • 41. Right environment People don’t like being tested. Save the Where and how to do research? talk of ‘user testing’, ‘lab based research’ and ‘testing facilities’ for your client. People like to be helpful and have their opinion listened to. Give participants control and put them in the driving seat. Use appropriate tools to collect the evidence you need and include your clients and colleagues in the back room to add their observations. Make research fun, be inventive. Wednesday, 6 July 2011
  • 42. Analyse Reflect Report Wednesday, 6 July 2011
  • 43. Focus Analyse Reflect Report Wednesday, 6 July 2011
  • 45. Analyse Making sense of your data Credit: beyhanyazar, istockphoto.com Wednesday, 6 July 2011
  • 47. Analyse Making sense of your data !"#$%&'(#)*+%&,#*-$'#".#&/,0,# '$" '#" '!" &" %" ,'"-./01"234./5" $" #" !" '" #" (" $" )" %" *" &" +" '!" ''" '#" '(" '$" ')" Wednesday, 6 July 2011
  • 49. Analyse Revisit your statement on the purpose Making sense of your data of the research. Thinking tools free up thinking time. What can you use to quickly see the patterns in the data? Give yourself time and space to view the data from a range of perspectives and segment it by a range of behaviours. Beware the compelling person and the compelling quote. Talk through your thinking, share your thoughts and be challenged. Wednesday, 6 July 2011
  • 51. Reflect Know the problem to find the solution Wednesday, 6 July 2011
  • 53. Reflect Know the problem to find the solution Wednesday, 6 July 2011
  • 55. Reflect Only when you fully understand the Know the problem problem can you start thinking about to find the solution possible solutions. What does it all mean? Look and look again - this is the literal translation of research. As a consultant don’t just report what you found but interpret the findings and offer recommendations that your client can implement. Wednesday, 6 July 2011
  • 57. Report How to tell the story? Wednesday, 6 July 2011
  • 59. Report Make your report compelling, tell the How to tell the story? story focussing on recommendations that drive action. Concentrate on the most vital findings to communicate and employ a presentation style appropriate for the audience. Think about what your client needs to persuade their stakeholders. Provide your evidence and share all your data. Wednesday, 6 July 2011
  • 60. Right people Analyse Reflect Purpose of Actionable research answers Right environment Right questions Report Purpose > Prepare > Explore > Focus > Action > Wednesday, 6 July 2011
  • 61. Research is only valuable if it drives action Right people Analyse Reflect Purpose of Actionable research answers Right environment Right questions Report Purpose > Prepare > Explore > Focus > Action > Wednesday, 6 July 2011
  • 63. Actionable answers result in ... Wednesday, 6 July 2011
  • 64. Actionable answers result in ... Wednesday, 6 July 2011
  • 65. Actionable answers result in ... Wednesday, 6 July 2011
  • 66. Actionable answers result in ... Credit: Clotheyes, flickr.com Wednesday, 6 July 2011
  • 67. Chris How, Information Architect, Cogapp @chrishow Wednesday, 6 July 2011
  • 68. How to get effective and actionable answers from research sessions. Thank you for listening. Time for questions. Chris How, Information Architect, Cogapp @chrishow Wednesday, 6 July 2011