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Screening For Crazy
    and other tips for getting the right research participants



                                                              Laura Klein
                                                              @lauraklein
                                                    laura@usersknow.com
                                               http://www.usersknow.com
Wednesday, December 5, 2012
@lauraklein




              You’re Talking To The Wrong
                          People




Wednesday, December 5, 2012
@lauraklein



        Does It Really Matter Who You
                   Talk To?

                              Sometimes




Wednesday, December 5, 2012
@lauraklein




    Understanding Users Vs Usability
             To understand your users, you need to talk to your
                                  users.

          To understand usability, you need to test people LIKE
                               your users.




Wednesday, December 5, 2012
@lauraklein




                              Who To Recruit

         Talk to your real users & people like your real users in
                                key ways.

        If you don’t have users, create a persona that you think
         represents potential users and recruit people like that.




Wednesday, December 5, 2012
@lauraklein




                              How To Recruit


       Create a short survey (screener) that will help narrow
       down whether the possible participant fits the persona.




Wednesday, December 5, 2012
@lauraklein




                              Where To Recruit
       Post a link to the screener where you are likely to get
       qualified traffic.

       •Craigslist
       •Facebook, Google, or LinkedIn Ads
       •Friends of friends
       •Twitter
       •Mechanical Turk
       •Local stores/gyms schools (if applicable)

Wednesday, December 5, 2012
@lauraklein




                              Offer An Incentive

       A small incentive (between $5 and $50) can make your
                     recruiting go MUCH faster.




Wednesday, December 5, 2012
@lauraklein




                              Screener Tip #1
         Include disqualifying answers.

         Example:
         How many pets do you own?
         __0    not interested in talking to non pet owners
         __1
         __2-4
         __5-10
         __10+ not interested in talking to crazy pet owners

Wednesday, December 5, 2012
@lauraklein




                              Screener Tip #2
         Include fake answers to weed out people who just
         want the incentive.

         Example:
         Which pet related sites have you used?
         __Petsmart
         __DogVacay
         __Jobs4Pets LIES!!!!!
         __WagHotels

Wednesday, December 5, 2012
@lauraklein




                              Screener Tip #3
         Screen for crazy. Asking a short, open ended question
         gives you an idea of how the participant will express
         herself.

         Example:
         Tell us about your favorite place to go with your pet
         and why you like it.
            MY FAVS DOGGIE PLacE IS TEH cemETARy
            bcuz i LUV DEAD STUFF.
                                                       No.


Wednesday, December 5, 2012
@lauraklein




                              Screener Tip #4


         Don’t forget to ask for an email address so that you can
         contact the people who answer appropriately on the
         screener!




Wednesday, December 5, 2012
@lauraklein



                  The Single Most Important
                   Recruiting Resource Ever


              Ask good research participants for referrals to other
                              people like them!




Wednesday, December 5, 2012
Questions?
                              You know where to find me...
                                        @lauraklein
                                   laura@usersknow.com
                                http://www.usersknow.com




Wednesday, December 5, 2012
@lauraklein



                              Exercise!
       Write a screener to recruit 5 of the following type of people:

       •Experienced pet owner
       •Currently owns exactly 2 dogs
       •Does not own any other pets
       •Considers themselves average computer users
       •Lives within 30 miles of San Francisco
       •Mix of City and Suburbs
       •Not employed full time outside the house
       •Spends at least three hours/week doing activities with dogs
       •Not crazy

Wednesday, December 5, 2012

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Screening for crazy

  • 1. Screening For Crazy and other tips for getting the right research participants Laura Klein @lauraklein laura@usersknow.com http://www.usersknow.com Wednesday, December 5, 2012
  • 2. @lauraklein You’re Talking To The Wrong People Wednesday, December 5, 2012
  • 3. @lauraklein Does It Really Matter Who You Talk To? Sometimes Wednesday, December 5, 2012
  • 4. @lauraklein Understanding Users Vs Usability To understand your users, you need to talk to your users. To understand usability, you need to test people LIKE your users. Wednesday, December 5, 2012
  • 5. @lauraklein Who To Recruit Talk to your real users & people like your real users in key ways. If you don’t have users, create a persona that you think represents potential users and recruit people like that. Wednesday, December 5, 2012
  • 6. @lauraklein How To Recruit Create a short survey (screener) that will help narrow down whether the possible participant fits the persona. Wednesday, December 5, 2012
  • 7. @lauraklein Where To Recruit Post a link to the screener where you are likely to get qualified traffic. •Craigslist •Facebook, Google, or LinkedIn Ads •Friends of friends •Twitter •Mechanical Turk •Local stores/gyms schools (if applicable) Wednesday, December 5, 2012
  • 8. @lauraklein Offer An Incentive A small incentive (between $5 and $50) can make your recruiting go MUCH faster. Wednesday, December 5, 2012
  • 9. @lauraklein Screener Tip #1 Include disqualifying answers. Example: How many pets do you own? __0 not interested in talking to non pet owners __1 __2-4 __5-10 __10+ not interested in talking to crazy pet owners Wednesday, December 5, 2012
  • 10. @lauraklein Screener Tip #2 Include fake answers to weed out people who just want the incentive. Example: Which pet related sites have you used? __Petsmart __DogVacay __Jobs4Pets LIES!!!!! __WagHotels Wednesday, December 5, 2012
  • 11. @lauraklein Screener Tip #3 Screen for crazy. Asking a short, open ended question gives you an idea of how the participant will express herself. Example: Tell us about your favorite place to go with your pet and why you like it. MY FAVS DOGGIE PLacE IS TEH cemETARy bcuz i LUV DEAD STUFF. No. Wednesday, December 5, 2012
  • 12. @lauraklein Screener Tip #4 Don’t forget to ask for an email address so that you can contact the people who answer appropriately on the screener! Wednesday, December 5, 2012
  • 13. @lauraklein The Single Most Important Recruiting Resource Ever Ask good research participants for referrals to other people like them! Wednesday, December 5, 2012
  • 14. Questions? You know where to find me... @lauraklein laura@usersknow.com http://www.usersknow.com Wednesday, December 5, 2012
  • 15. @lauraklein Exercise! Write a screener to recruit 5 of the following type of people: •Experienced pet owner •Currently owns exactly 2 dogs •Does not own any other pets •Considers themselves average computer users •Lives within 30 miles of San Francisco •Mix of City and Suburbs •Not employed full time outside the house •Spends at least three hours/week doing activities with dogs •Not crazy Wednesday, December 5, 2012