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Conducting Lean User Studies
Neeharika Bhartiya
@neewho
www.sendsonar.com
Background
● Co-Founder & Head of Product at Sonar
○ Over 1mm text/month but only 4 team
members…
○ We have to be lean
● Built On Google Ventures 5 Day Design Sprint
Methodology
Design Sprint Methodology
Unpack Sketch Decide Prototype Test
1 2 3 4 5
1. Clear Prototype, Avoid Details!
2. Set Up for Success
● Five = Magic Number
○ Aim for All Personas
● In Person or Hangouts
● Get Permission to Record
/ NDAs
○ Screenflow = $99
● Bring Gift
● Allot 1 hour
3. Set the Right Tone
● “I didn’t design this, so your feedback can’t offend me.”
● “I’m not testing you, I’m testing our product.”
● “There are no right or wrong answers.”
● “If and when you do get stuck, I’m going to try not to answer
your questions or tell you what to do.”
● “As you work on the tasks, please think aloud.” (Remind user
of this constantly!)
4. Discovery Questions
● Zoom Out
● Understand Existing Behavior
● Who? Where? When? What? Why? How?
● Helps you Personalize Session
● Build Rapport & Trust
● Pregnant Pauses
● Status Quo, Reenactments, Successes & Failures,
Exceptions, Changes over Time, Describe in Your
Words, 3 Wishes
5. First Impression
● What is this?
● What is it for?
● How can you tell?
● Who do you think this is aimed at?
● What do you see?
● What questions does this raise?
● What information would you have wanted
to see here?
6. Task Scenarios
● What happened there? What you expected?
● What goes through your mind as you look at this? Which part are you looking
at?
● Did you find what you were looking for?
● What would you do next? Why?
● Anything else you would do at this point? Any other way to do it?
● What did you think of that?
● Anything that confuses you?
● In what ways would you want this changed to make it better?
● Is there anything you wish was here? When would you use that?
7. Debrief
● What do you like/dislike?
● 3 wishes to make it better?
● How would you describe this to
a friend?
● Which parts are most/least
important to you?
Key Takeaways
● Don’t Prototype Everything!
● Do 5 Interviews
● Repeat Open Ended Questions
● Keep Asking Users What They Are Thinking
● Never Underestimate the Power of the Pregnant Pause

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Conducting Lean User Studies

  • 1. Conducting Lean User Studies Neeharika Bhartiya @neewho www.sendsonar.com
  • 2. Background ● Co-Founder & Head of Product at Sonar ○ Over 1mm text/month but only 4 team members… ○ We have to be lean ● Built On Google Ventures 5 Day Design Sprint Methodology
  • 3. Design Sprint Methodology Unpack Sketch Decide Prototype Test 1 2 3 4 5
  • 4. 1. Clear Prototype, Avoid Details!
  • 5. 2. Set Up for Success ● Five = Magic Number ○ Aim for All Personas ● In Person or Hangouts ● Get Permission to Record / NDAs ○ Screenflow = $99 ● Bring Gift ● Allot 1 hour
  • 6. 3. Set the Right Tone ● “I didn’t design this, so your feedback can’t offend me.” ● “I’m not testing you, I’m testing our product.” ● “There are no right or wrong answers.” ● “If and when you do get stuck, I’m going to try not to answer your questions or tell you what to do.” ● “As you work on the tasks, please think aloud.” (Remind user of this constantly!)
  • 7. 4. Discovery Questions ● Zoom Out ● Understand Existing Behavior ● Who? Where? When? What? Why? How? ● Helps you Personalize Session ● Build Rapport & Trust ● Pregnant Pauses ● Status Quo, Reenactments, Successes & Failures, Exceptions, Changes over Time, Describe in Your Words, 3 Wishes
  • 8. 5. First Impression ● What is this? ● What is it for? ● How can you tell? ● Who do you think this is aimed at? ● What do you see? ● What questions does this raise? ● What information would you have wanted to see here?
  • 9. 6. Task Scenarios ● What happened there? What you expected? ● What goes through your mind as you look at this? Which part are you looking at? ● Did you find what you were looking for? ● What would you do next? Why? ● Anything else you would do at this point? Any other way to do it? ● What did you think of that? ● Anything that confuses you? ● In what ways would you want this changed to make it better? ● Is there anything you wish was here? When would you use that?
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  • 11. 7. Debrief ● What do you like/dislike? ● 3 wishes to make it better? ● How would you describe this to a friend? ● Which parts are most/least important to you?
  • 12. Key Takeaways ● Don’t Prototype Everything! ● Do 5 Interviews ● Repeat Open Ended Questions ● Keep Asking Users What They Are Thinking ● Never Underestimate the Power of the Pregnant Pause