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  • How do you report out user research results?

    - by user12277104
    A couple weeks ago, one of my mentees asked to meet, because she wanted my advice on how to report out user research results. She had just conducted her first usability test for her new employer, and was getting to the point where she wanted to put together some slides, but she didn't want them to be boring. She wanted to talk with me about what to present and how best to present results to stakeholders. While I couldn't meet for another week, thanks to slideshare, I could quickly point her in the direction that my in-person advice would have led her. First, I'd put together a panel for the February 2012 New Hampshire UPA monthly meeting that we then repeated for the 2012 Boston UPA annual conference. In this panel, I described my reporting techniques, as did six of my colleagues -- two of whom work for companies smaller than mine, and four of whom are independent consultants. Before taking questions, we each presented for 3 to 5 minutes on how we presented research results. The differences were really interesting. For example, when do you really NEED a long, written report (as opposed to an email, spreadsheet, or slide deck with callouts)? When you are reporting your test results to the FDA -- that makes sense. in this presentation, I describe two modes of reporting results that I use.  Second, I'd been a participant in the CUE-9 study. CUE stands for Comparative Usability Evaluation, and this was the 9th of these studies that Rolf Molich had designed. Originally, the studies were designed to show the variability in evaluation methods practitioners use to evaluate websites and applications. Of course, using methods and tasks of their own choosing, the results were wildly different. However, in this 9th study, the tasks were the same, the participants were the same, and the problem severity scale was the same, so how would the results of the 19 practitioners compare? Still wildly variable. But for the purposes of this discussion, it gave me a work product that was not proprietary to the company I work for -- a usability test report that I could share publicly. This was the way I'd been reporting results since 2005, and pretty much what I still do, when time allows.  That said, I have been continuing to evolve my methods and reporting techniques, and sometimes, there is no time to create that kind of report -- the team can't wait the days that it takes to take screen shots, go through my notes, refer back to recordings, and write it all up. So in those cases, I use bullet points in email, talk through the findings with stakeholders in a 1-hour meeting, and then post the take-aways on a wiki page. There are other requirements for that kind of reporting to work -- for example, the stakeholders need to attend each of the sessions, and the sessions can't take more than a day to complete, but you get the idea: there is no one "right" way to report out results. If the method of reporting you are using is giving your stakeholders the information they need, in a time frame in which it is useful, and in a format that meets their needs (FDA report or bullet points on a wiki), then that's the "right" way to report your results. 

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  • When to use each user research method

    - by user12277104
    There are a lot of user research methods out there, but sometimes we get stuck in a rut, conducting all formative usability testing before coding, or running surveys to gather satisfaction data. I'll be the first to admit that it happens to me, but to get out of a rut, it just takes a minute to look at where I am in the design & development cycle, what kind(s) of data I need, and what methods are available to me. We need reminders, or refreshers, every once in a while. One tool I've found useful is a graphic organizer that I created many years ago. It's been through several revisions, as I've adapted it to the product cycles of the places I've worked, changed my mind about how to categorize it, and added methods that I've used or created over time. I shared a version of this table at the 2012 International UPA conference, and I was contacted by someone yesterday who wanted to use it in a university course on user-center design. I was flattered at the the thought, but embarrassed, because I was sure it needed updating -- that was a year ago, after all. But I opened it today, and really, there's not much I'd change -- sure, I could add some nuance regarding what types of formative testing, such as modality (remote, unmoderated remote, or in-person) or flavor of testing (RITE, RITE-Krug, comparative, performance), but I think it's pretty much ok as is. Click on the image below, to get the full-size PDF. And whether it's entirely "right" or "wrong" isn't the whole value of looking at these methods across the product lifecycle. The real value lies in the reminder that I have options. And what those options are change as the field changes, so while I don't expect this graphic to have an eternal shelf life, it's still ok a year after I last updated it. That said, if you find something missing or out of place, let me know :) 

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  • Best practices for Persona development

    - by user12277104
    Over the years, I have created a lot of Personas, I've co-authored a new method for creating them, and I've given talks about best practices for creating your own, so when I saw a call for participation in the OpenPersonas project, I was intrigued. While Jeremy and Steve were calling for persona content, that wasn't something I could contribute -- most of the personas I've created have been proprietary and specific to particular domains of my employers. However, I felt like there were a few things I could contribute: a process, a list of interview questions, and what information good personas should contain. The first item, my process for creating data-driven personas, I've posted as a list of best practices. My next post will be the list of 15 interview questions I use to guide the conversations with people whose data will become the personas. The last thing I'll share is a list of items that need to be part of any good persona artifact -- and if I have time, I'll mock them up in a template or two. 

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  • What books would I recommend?

    - by user12277104
    One of my mentees (I have three right now) said he had some time on his hands this Summer and was looking for good UX books to read ... I sigh heavily, because there is no shortage of good UX books to read. My bookshelves have titles by well-read authors like Nielsen, Norman, Tufte, Dumas, Krug, Gladwell, Pink, Csikszentmihalyi, and Roam. I have titles buy lesser-known authors, many whom I call friends, and many others whom I'll likely never meet. I have books on Excel pivot tables, typography, mental models, culture, accessibility, surveys, checklists, prototyping, Agile, Java, sketching, project management, HTML, negotiation, statistics, user research methods, six sigma, usability guidelines, dashboards, the effects of aging on cognition, UI design, and learning styles, among others ... many others. So I feel the need to qualify any book recommendations with "it depends ...", because it depends on who I'm talking to, and what they are looking for.  It's probably best that I also mention that the views expressed in this blog are mine, and may not necessarily reflect the views of Oracle. There. I'm glad I got that off my chest. For that mentee, who will be graduating with his MS HFID + MBA from Bentley in the Fall, I'll recommend this book: Universal Principles of Design -- this is a great book, which in its first edition held "100  ways to enhance usability, influence perception, increase appeal, make better design decisions, and teach through design." Granted, the second edition expanded that number to 125, but when I first found this book, I felt like I'd discovered the Grail. Its research-based principles are all laid out in 2 pages each, with lots of pictures and good references. A must-have for the new grad. Do I have recommendations for a book that will teach you how to conduct a usability test? Yes, three of them. To communicate what we do to management? Yes. To create personas? Yep -- two or three. Help you with UX in an Agile environment? You bet, I've got two I'd recommend. Create an excellent presentation? Uh hunh. Get buy-in from your team? Of course. There are a plethora of excellent UX books out there. But which ones I recommend ... well ... it depends. 

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