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1
CONTEXTUAL
INQUIRY
Let’s take this show on the road
2
WELCOMEto the workshop
Recruiting – Scheduling – Sessions – Notes - Debrief
3
Recruiting
We want participants who:
• Are talkative
• Are thoughtful
• Don’t make the researcher feel uncomfortable
• Are invested enough to be honest
We get this by recruiting via personal contacts.
4
Scheduling
Time
Before & After
Location
Public/Comfortable with Wifi
Reminder
Email
Remember
It’s Exhausting!
Travel – Parking – Setup – Quick
Debrief After
Coffee shop – Home – Library
(you can usually book a room in
advance)
“Looking forward to seeing you.
Please bring your devices and
charging stuff!”
Don’t schedule more than two
in a day!
5
Sessions
Aces Up Your
Sleeve
Final
Question
5-10 minutes
early
Warmup
Questions
Kickoff
Question
1. 2. 3. 4. 5.
Fully charged phone –
recording app – backup
device – fat notebook and
2+ pens
Focus – Education - Family
size –Hometown– Devices
– Social Media
“Show me the last search
you did for school/in the
course of your research.”
“Where did you learn about
that?”
“Can you show me?”
“How do you make that
decision?”
“What haven’t I asked you
about that I should have?”
6
Notetaking Tips
Direct
Quotes
Time
Checks
Note the
context/
UI
It’s OK
to Pause
Jot Down What
You Want to See
Later
7
Demo!
8
What Did You
Capture?
9
Debrief
As long as the session
(sometimes longer)
Tell the story
Get the notes
10
Notes
First Name Last Initial	
Demographics	 Employment	
Approximate age	
Immediate family	
Town/Library	
Devices	
Social media	
Entertainment subscriptions	
Notes	 "Quotes."	
Behavior + Intention	
Break up notes to describe separate
actions that make up a behavior.	
Frame each note with the UI the behavior
takes place in.
11
Notes for Affinity Mapping
What’s the
meaning?
What’s the
motivation?
What’s the
larger idea?
It’s time-
consuming!
Haven’t attended the session,
can’t recognize the context
The “why” is often more important
than the actual behavior.
How does this fit in with the
patterns we’re seeing?
Even with plenty of time, you
might have “homework.”
12
Put notes together that “feel” like they go together.
http://docslide.us/documents/harvard-library-ux-methods-workshop-wmatt-reidsma.html
http://www.discover6sigma.org/post/2009/02/affinity-diagram/
13
Best Outcomes
Empathy SolutionsTeam Buy-In Vocabulary
In-depth
knowledge
14
Questions?

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Contextual Inquiry Workshop

  • 2. 2 WELCOMEto the workshop Recruiting – Scheduling – Sessions – Notes - Debrief
  • 3. 3 Recruiting We want participants who: • Are talkative • Are thoughtful • Don’t make the researcher feel uncomfortable • Are invested enough to be honest We get this by recruiting via personal contacts.
  • 4. 4 Scheduling Time Before & After Location Public/Comfortable with Wifi Reminder Email Remember It’s Exhausting! Travel – Parking – Setup – Quick Debrief After Coffee shop – Home – Library (you can usually book a room in advance) “Looking forward to seeing you. Please bring your devices and charging stuff!” Don’t schedule more than two in a day!
  • 5. 5 Sessions Aces Up Your Sleeve Final Question 5-10 minutes early Warmup Questions Kickoff Question 1. 2. 3. 4. 5. Fully charged phone – recording app – backup device – fat notebook and 2+ pens Focus – Education - Family size –Hometown– Devices – Social Media “Show me the last search you did for school/in the course of your research.” “Where did you learn about that?” “Can you show me?” “How do you make that decision?” “What haven’t I asked you about that I should have?”
  • 6. 6 Notetaking Tips Direct Quotes Time Checks Note the context/ UI It’s OK to Pause Jot Down What You Want to See Later
  • 9. 9 Debrief As long as the session (sometimes longer) Tell the story Get the notes
  • 10. 10 Notes First Name Last Initial Demographics Employment Approximate age Immediate family Town/Library Devices Social media Entertainment subscriptions Notes "Quotes." Behavior + Intention Break up notes to describe separate actions that make up a behavior. Frame each note with the UI the behavior takes place in.
  • 11. 11 Notes for Affinity Mapping What’s the meaning? What’s the motivation? What’s the larger idea? It’s time- consuming! Haven’t attended the session, can’t recognize the context The “why” is often more important than the actual behavior. How does this fit in with the patterns we’re seeing? Even with plenty of time, you might have “homework.”
  • 12. 12 Put notes together that “feel” like they go together. http://docslide.us/documents/harvard-library-ux-methods-workshop-wmatt-reidsma.html http://www.discover6sigma.org/post/2009/02/affinity-diagram/
  • 13. 13 Best Outcomes Empathy SolutionsTeam Buy-In Vocabulary In-depth knowledge