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Research Participant Survival Guide

UXAustralia
March 20, 2020

Research Participant Survival Guide

UXAustralia

March 20, 2020
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  1. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE BEFORE

    INTERVIEW DURING INTERVIEW AFTER INTERVIEW BEFORE INTERVIEW DURING INTERVIEW AFTER INTERVIEW
  2. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE BUT

    FIRST, RESEARCH • Survey with 35 responses • Seven interviews
  3. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE Amir

    Ansari Ana Rodriguez Anna Edwards Charles-Henri Lison Dan Ehrlich David Bradford Devon Van haalen Dilan Ustek Inna Fourer Jess Vitez Jo Szczepanska Julia Zadoorian-Klammer Justin Leonard Kristen Hardy Lauren Scalora Louise Salih Mark Outermans Maximilian Brinckmann Peter Grierson Sarah Goforth Stefanie Mcavoy Taryn D’Souza Tom Kerwin Weidan Li Yan Ling Thank you for contributing your experiences
  4. ON AND ON AND ON AND ON AND ON AND

    ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE HOW TO SPOT — The Waffler • They’re enthusiastic, fill the room and are excited • They want to talk about the WHOLE service • They talk in loops about things you’re not studying • They talk about their most and least favourite parts of the experience
  5. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE INTERVIEWING

    THE WAFFLER — “It’s all in the timing, there’s a micro intake of breath when they’re on a soliloquy...that’s when you take the conversation back.” — PETER GRIERSON, SENIOR UX RESEARCHER
  6. ON AND ON AND ON AND ON AND ON AND

    ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ON AND ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE STRATEGIES IN THE FIELD — The Waffler • Audible interruption — interject at any minor breath they take • Physical interruption — use gestures to draw attention • Get your notetaker to take over • Validate your Waffler and direct them back to your topic
  7. ARCHETYPE TWO — The Silent Type ROHAN IRVINE AND RENÉE

    CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE
  8. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE HOW

    TO SPOT — The Silent Type • They demonstrate closed body language • They display a nervous lack of eye contact • They give an instantaneous “yes” or “no” response • They will successfully complete tasks, but won’t offer comments on their experience
  9. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE INTERVIEWING

    THE SILENT TYPE — “Let there be more awkward silence to see if they say something.” — JESSICA VITEZ, UX RESEARCHER
  10. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE STRATEGIES

    IN THE FIELD — The Silent Type • Go off script — Talk about something unrelated or ask them to draw something • Start with a closed question establish a ‘box’ to explore • Build rapport before moving back into session
  11. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE STRATEGIES

    IN THE FIELD — The Silent Type • Repeat what they said and probe further • Sit in uncomfortable silence — this may not always work for the silent type • Invite your notetaker to ask questions
  12. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE HOW

    TO SPOT — The Misunderstander • They don’t answer the question you asked • They don’t grasp the context of the question • Their first language is different to yours • They can’t focus on the actual question
  13. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE HOW

    TO SPOT — The Misunderstander • They agree with what you say, even if that conflicts what they already said • They present a blank expression, or a scrunched up expression • They misinterpret the words you use
  14. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE INTERVIEWING

    THE MISUNDERSTANDER — “Put the research goals on hold, try to readjust the mental model of the participant, start again.” —AMIR ANSARI, DIRECTOR OF USER EXPERIENCE
  15. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE STRATEGIES

    IN THE FIELD — The Misunderstander • Slow down your speech • Smooth out your Australian accent • Don’t use idioms or colloquial terms • Be prepared to rephrase your questions • Ask them to talk about their experience
  16. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE STRATEGIES

    IN THE FIELD — The Misunderstander • Forget your questions — focus on the smallest relevant information, and then slowly expand • Be prepared for a second interview • Go over your screener questions and establish what the topic is
  17. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE HOW

    TO SPOT — The Mis-recruit • Their answers are different from the screener • They struggle to understand the question • They appear evasive • They use industry jargon in their answers • They change the topic
  18. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE INTERVIEWING

    THE MIS-RECRUIT — “Pivot your focus, if you think they’re a regular user but they’re not, change some of the questions to reflect the person.” —ANA RODRIGUEZ, USER EXPERIENCE RESEARCHER
  19. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE STRATEGIES

    IN THE FIELD — The Mis-recruit • Go through their screener answers with them • Assess if they could give you other relevant information • Interview them about something else • End the interview early
  20. ARCHETYPE FIVE — The Not Okay ROHAN IRVINE AND RENÉE

    CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE
  21. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE HOW

    TO SPOT — The Not Okay • They seem affected by drugs or alcohol • They use inappropriate language • They display inappropriate behaviour
  22. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE Prioritise

    the safety of yourself, your team and your participant.
  23. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE STRATEGIES

    IN THE FIELD — The Not Okay • Close the session • If continuing the session, tell them “that’s not okay” • To employers and team leaders: Tell your team they must put their safety first — and mean it. Back them up!
  24. ARCHETYPE SIX — The People Pleaser ROHAN IRVINE AND RENÉE

    CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE
  25. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE HOW

    TO SPOT — The People Pleaser • They put themselves down • They continually ask for validation • They give answers they think you want to hear • They change their answer based on your reaction • They give neutral answers
  26. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE INTERVIEWING

    THE PEOPLE PLEASER — “Tell them, ‘You have a perspective that no-one else has.’ Get particular about the perspective and why you’re interested in it.” — SARAH GOFORTH, SENIOR UX RESEARCHER
  27. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE STRATEGIES

    IN THE FIELD — The People Pleaser • Give them some reassurance • Re-confirm that there are no right or wrong answers • Be lighthearted and casual • Don’t interrupt them if they start to open up • Paraphrase what you heard to validate them • When changing topics, make a gentle transition
  28. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE HOW

    TO SPOT — The Know-It-All • They appear defensive and give abrupt answers • They don’t appear engaged • They speak about everything as if it a fact • They don’t want to speak about the journey • They constantly suggest features
  29. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE INTERVIEWING

    THE KNOW-IT-ALL — “I have a physical question sheet in front of me that I can share with people who are particularly opinionated.” — JO SZCZEPANSKA, CONSUMER EXPERIENCE AND CO- DESIGN CONSULTANT
  30. ROHAN IRVINE AND RENÉE CARMODY RESEARCH PARTICIPANT SURVIVAL GUIDE STRATEGIES

    IN THE FIELD — The Know-It-All • Present yourself as a complete novice on the subject • Re-confirm the purpose of the session • Accept that you can’t control them or change them • Agree with everything they say — this shows you’re not trying to ‘catch them out’ • Ask them what questions they would like to answer