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© 2014 AIPMM www.aipmm.com
AIPMM Webinar Series
www.aipmm.com
© 2014 AIPMM www.aipmm.com
© 2014 AIPMM www.aipmm.com
Follow: @AIPMM @CoryLebson
@hmdelcastillo
Use: #AIPMM #ProdBOK
Tweet!
© 2014 AIPMM www.aipmm.com
Participate and Win!
Must be present to win!
One lucky winner will get a free copy of
the Guide to the Product Management and
Marketing Body of Knowledge (ProdBOK®)
© 2014 AIPMM www.aipmm.com
Moderator:
Hector Del Castillo, CPM, CPMM @hmdelcastillo
Today’s Speaker
Presenter:
Cory Lebson
Principal User Experience Consultant
Lebsontech LLC
@CoryLebson
cory@lebsontech.com
www.lebsontech.com
Why You Should Conduct User Research
What is your current job title?
• Product management or product marketing
• Business analyst
• Developer/Engineer
• Project manager
• Other
7
Your likely starting point…
8
Update
Existing
Create from
Scratch
Your next steps…
9
Gather requirements
from
stakeholder/supervisor
Document requirements,
technology considerations,
get approval
Start
What might be missing?
10
What is going to make the
user experience better?
Are we designing what
users want?
UX Strategy
• We have a user experience (UX) strategy.
– Why are we taking this path?
– For whom? How are we helping them?
• Frame & articulate!
• Validate!
11
Users
• It’s not stakeholders.
• It’s not everyone.
• So who are they? Specifically.
12
13
The extent to which a product can be used
by specified users to achieve specified
goals with effectiveness, efficiency and
satisfaction in a specified context of use.
(ISO 9241-11)
Our Goal: Good usability
• Effectiveness
• Efficiency
• Satisfaction
Today
• Landscape of qualitative
user research
– You or your team can do it.
– You can outsource.
– You can advocate.
14
What kinds of user research have you been
involved in before (if any)?
Check all that apply.
• Focus groups
• Usability testing
• User surveys and interviews
• Ethnographic research
• Something else
15
Focus Groups: Assessment of Strategy
• Good for getting opinions, attitudes, desires,
brainstorming – early on in the process.
16
Disaster Survivors
What kinds of mobile
resources would improve the
experience of survivors
in the future?
Focus Group: Assessment of Usability?
What kind of real-world usage
are we expecting?
17
Planning for the focus group: Users
• What do we want to know
and who is going to be able to help us learn?
• Who are we going to recruit? (Screen
candidates)
• Are you going to pay? How much?
18
User Interviews & Ethnographic Research
19
User Interviews
To Mobile Banking
Customers: Please tell
me how you use your
mobile device to pay for
products and services.
• Talk with the users or those who could be users.
• Develop a structured script for the interview portion
• Conversation can include:
– Current usage
– Existing workflow
– Expectations and opinions
Ethnographic Component
• Anthropological
• Place of real-world usage.
• Generally comes first,
perhaps with current
system by users
• Watch as they use
naturally
• Useful when focus is on
existing users with new
system
• Or maybe website doesn’t
exist and we want to
understand real workflow
21
Usability Testing
22
You’ve got something to show.
• Existing web or mobile resource
• Screenshots
• Wireframes
• Low fidelity or high fidelity prototype
• Something new.
23
When?
Usability Testing: What is it?
• One-on-one, in-depth with the “right” participants
• Usually task-based, mirroring real-life as much as
possible
• Assessment
– Findability & identification
– Readability & Comprehension
– Functionality
24
Planning for the usability test: Participants
• Find participants that should understand your content.
– Actual or representative users?
• Payment?
25
Go Anywhere
• Rented local space
• Event or conference
• In the office
26
This isn’t quantitative!
Typical Timeline
• In 2-3 weeks:
– Create a screener.
– Identify users
– Create a test plan
• In 2-3 days:
– Run sessions
• In 1 hour – 2 weeks
– Report on findings
28
Your mission
• Make sure that user research is included in
web/mobile development cycle.
29
This can all be found at…
30
Lebson, Cory. "Making Usability a Priority:
Advocating for the Value of User Research"
Intercom Magazine (October 2012.)
Get buy-in: Lessons learned
31
Get research into the project timeline.
• Who’s drafting a project time line?
• Work with them to include UX.
32
Create advocates
Share the passion
with those directly
responsible.
33
Small now; big later
• Get agreement on something small first.
• You can expand upon it when you’re done.
34
Justify funds by repeating what you did.
• Get a budget for one small project.
• Refer to that budget and expand slightly next time.
• Repeat
35
Make it the mindset.
• Believing is seeing – create expectations.
36
Involve stakeholders – a lot!
• Push them to observe and provide feedback
• Feedback is retained when the stakeholder gives the
feedback.
37
“My team will be told to start from scratch.”
• Good UX means be willing to tweak, not scrap.
• At least go for the low-hanging fruit.
• Big rewrites can be saved for a future release.
38
Get direct content owner involvement
• Get direct “owner” involvement from the start – don’t
just give them a report and hope for the best.
• Go through reports with “owners” issue by issue.
• Create a spreadsheet of findings and provide this
along with a report.
39
Does your employer currently offer regular
training courses?
• Yes
• No
• Not sure
40
Create a training program
41
Start small
42
Focus on take-away knowledge not theory
43
Here’s the stuff
that you really
need to know
about UX.
Have fun and others will too.
• Fun = promotion
44
Don’t try to squeeze everything in.
• A relaxed sampling can go a lot further.
45
Stay in touch!
47
Invitation to connect on…
© 2014 AIPMM www.aipmm.com
Moderator:
Hector Del Castillo, CPM, CPMM @hmdelcastillo
Q & A
Presenter:
Cory Lebson
Principal User Experience Consultant
Lebsontech LLC
@CoryLebson
cory@lebsontech.com
www.lebsontech.com
© 2014 AIPMM www.aipmm.com
Join AIPMM!
For a limited time, get a
one-year AIPMM
membership when you
purchase a copy of the
Guide to the Product
Management and Marketing
Body of Knowledge
(ProdBOK®). Learn more
here: http://bit.ly/1iUknEx.
© 2014 AIPMM www.aipmm.com
Upcoming Conference
Product Management Festival 2014
Zurich, Switzerland
September 17-18
AIPMM is offering a 25% discount on admission price.
Use promotional code to register: Discount-AIPMM.
To learn more, visit:
http://bit.ly/1r2SNPd.
© 2014 AIPMM www.aipmm.com
Call For Speakers
We are seeking qualified speakers, authors, and
subject matter experts to discuss topics of
interest related to innovation, product
management, product marketing and brand
management for our weekly webcast series.
To learn more, visit:
http://bit.ly/1aZVXvh.
© 2014 AIPMM www.aipmm.com
Upcoming Courses
Certified Product Manager®
Sep 8-9, 2014 – Boston Metro Area
Dec 8-9, 2014 – DC Metro Area
Certified Product Marketing Manager®
Sep 10-11, 2014 – Boston Metro Area
Dec 10-11, 2014 – DC Metro Area
Click on the dates above for more information.
If you have a team of 10 or more that you want to
certify, contact certification@aipmm.com.
© 2014 AIPMM www.aipmm.com
Please Join Us Again!
AIPMM Webinar Series:
http://aipmm.com/aipmm_webinars
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http://www.blogtalkradio.com/prodmgmttalk
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Topic Suggestions: support@aipmm.com
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Why You Should Conduct User Research

  • 1. © 2014 AIPMM www.aipmm.com AIPMM Webinar Series www.aipmm.com
  • 2. © 2014 AIPMM www.aipmm.com
  • 3. © 2014 AIPMM www.aipmm.com Follow: @AIPMM @CoryLebson @hmdelcastillo Use: #AIPMM #ProdBOK Tweet!
  • 4. © 2014 AIPMM www.aipmm.com Participate and Win! Must be present to win! One lucky winner will get a free copy of the Guide to the Product Management and Marketing Body of Knowledge (ProdBOK®)
  • 5. © 2014 AIPMM www.aipmm.com Moderator: Hector Del Castillo, CPM, CPMM @hmdelcastillo Today’s Speaker Presenter: Cory Lebson Principal User Experience Consultant Lebsontech LLC @CoryLebson cory@lebsontech.com www.lebsontech.com
  • 6. Why You Should Conduct User Research
  • 7. What is your current job title? • Product management or product marketing • Business analyst • Developer/Engineer • Project manager • Other 7
  • 8. Your likely starting point… 8 Update Existing Create from Scratch
  • 9. Your next steps… 9 Gather requirements from stakeholder/supervisor Document requirements, technology considerations, get approval Start
  • 10. What might be missing? 10 What is going to make the user experience better? Are we designing what users want?
  • 11. UX Strategy • We have a user experience (UX) strategy. – Why are we taking this path? – For whom? How are we helping them? • Frame & articulate! • Validate! 11
  • 12. Users • It’s not stakeholders. • It’s not everyone. • So who are they? Specifically. 12
  • 13. 13 The extent to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use. (ISO 9241-11) Our Goal: Good usability • Effectiveness • Efficiency • Satisfaction
  • 14. Today • Landscape of qualitative user research – You or your team can do it. – You can outsource. – You can advocate. 14
  • 15. What kinds of user research have you been involved in before (if any)? Check all that apply. • Focus groups • Usability testing • User surveys and interviews • Ethnographic research • Something else 15
  • 16. Focus Groups: Assessment of Strategy • Good for getting opinions, attitudes, desires, brainstorming – early on in the process. 16 Disaster Survivors What kinds of mobile resources would improve the experience of survivors in the future?
  • 17. Focus Group: Assessment of Usability? What kind of real-world usage are we expecting? 17
  • 18. Planning for the focus group: Users • What do we want to know and who is going to be able to help us learn? • Who are we going to recruit? (Screen candidates) • Are you going to pay? How much? 18
  • 19. User Interviews & Ethnographic Research 19
  • 20. User Interviews To Mobile Banking Customers: Please tell me how you use your mobile device to pay for products and services. • Talk with the users or those who could be users. • Develop a structured script for the interview portion • Conversation can include: – Current usage – Existing workflow – Expectations and opinions
  • 21. Ethnographic Component • Anthropological • Place of real-world usage. • Generally comes first, perhaps with current system by users • Watch as they use naturally • Useful when focus is on existing users with new system • Or maybe website doesn’t exist and we want to understand real workflow 21
  • 23. You’ve got something to show. • Existing web or mobile resource • Screenshots • Wireframes • Low fidelity or high fidelity prototype • Something new. 23 When?
  • 24. Usability Testing: What is it? • One-on-one, in-depth with the “right” participants • Usually task-based, mirroring real-life as much as possible • Assessment – Findability & identification – Readability & Comprehension – Functionality 24
  • 25. Planning for the usability test: Participants • Find participants that should understand your content. – Actual or representative users? • Payment? 25
  • 26. Go Anywhere • Rented local space • Event or conference • In the office 26
  • 28. Typical Timeline • In 2-3 weeks: – Create a screener. – Identify users – Create a test plan • In 2-3 days: – Run sessions • In 1 hour – 2 weeks – Report on findings 28
  • 29. Your mission • Make sure that user research is included in web/mobile development cycle. 29
  • 30. This can all be found at… 30 Lebson, Cory. "Making Usability a Priority: Advocating for the Value of User Research" Intercom Magazine (October 2012.)
  • 31. Get buy-in: Lessons learned 31
  • 32. Get research into the project timeline. • Who’s drafting a project time line? • Work with them to include UX. 32
  • 33. Create advocates Share the passion with those directly responsible. 33
  • 34. Small now; big later • Get agreement on something small first. • You can expand upon it when you’re done. 34
  • 35. Justify funds by repeating what you did. • Get a budget for one small project. • Refer to that budget and expand slightly next time. • Repeat 35
  • 36. Make it the mindset. • Believing is seeing – create expectations. 36
  • 37. Involve stakeholders – a lot! • Push them to observe and provide feedback • Feedback is retained when the stakeholder gives the feedback. 37
  • 38. “My team will be told to start from scratch.” • Good UX means be willing to tweak, not scrap. • At least go for the low-hanging fruit. • Big rewrites can be saved for a future release. 38
  • 39. Get direct content owner involvement • Get direct “owner” involvement from the start – don’t just give them a report and hope for the best. • Go through reports with “owners” issue by issue. • Create a spreadsheet of findings and provide this along with a report. 39
  • 40. Does your employer currently offer regular training courses? • Yes • No • Not sure 40
  • 41. Create a training program 41
  • 43. Focus on take-away knowledge not theory 43 Here’s the stuff that you really need to know about UX.
  • 44. Have fun and others will too. • Fun = promotion 44
  • 45. Don’t try to squeeze everything in. • A relaxed sampling can go a lot further. 45
  • 46. Stay in touch! 47 Invitation to connect on…
  • 47. © 2014 AIPMM www.aipmm.com Moderator: Hector Del Castillo, CPM, CPMM @hmdelcastillo Q & A Presenter: Cory Lebson Principal User Experience Consultant Lebsontech LLC @CoryLebson cory@lebsontech.com www.lebsontech.com
  • 48. © 2014 AIPMM www.aipmm.com Join AIPMM! For a limited time, get a one-year AIPMM membership when you purchase a copy of the Guide to the Product Management and Marketing Body of Knowledge (ProdBOK®). Learn more here: http://bit.ly/1iUknEx.
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