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ProductCamp Vancouver 2012




 Using Contextual Inquiry
 To Understand Customer Needs




                                                                978.823.0100
                             Dave Flotree, Program Manager      2352 Main Street, Suite 302
                             dave.flotree@incontextdesign.com   Concord, MA 01742                       www.incontextdesign.com


                                                                                       Copyright © 2011 InContext Enterprises Inc. All rights reserved.
Contextual Inquiry




   Provides reliable, detailed knowledge of what people
        actually do and what they really care about
Contextual Inquiry



 A set of principles, not steps
               Context
             Partnership
            Interpretation
                Focus
The principle of Context



   What people say they do

  And what they actually do

              Are different
What is Context?

Get as close to the work as possible
  Go to the customer
  Interview while they are working
  Be grounded in real objects and events
  Pay attention to non-verbal communication
Ongoing work versus summary experience
  People tend to give summaries
  Ongoing work is never summarized
Stay concrete, don’t abstract
  Ongoing work. “Show me…”
  Recent retrospective account . “When was the last time you…”
  Look at artifacts
The principle of Partnership


            People know
          everything about
           what they do…

            They just can’t
               tell you
What is Partnership?

Partnership as relationship
  The user is the expert
  So follow their lead
  Help the users articulate and                        Withdrawal
   see their work practice
Avoid ineffective interview styles
  The Traditional Interviewer
  The Expert/Novice
  The Guest/Host                           Return

Apprenticeship is the preferred model
  Listen, learn, be humble, don’t judge
  And assume that people do things for a reason
  Return to the ongoing work
    • It always keeps you in the apprenticeship model
The principle of Interpretation


           It’s not the facts
             that matter…

                It’s the
           interpretation of
               the facts
What is Interpretation?

Interpretation is the data
   A shared understanding of what is going on                Customer
   Offer interpretations
    • Don’t ask open-ended           Fact
      questions

Listen for the “No”                                 tune the interpretation
   Huh?
                                            Hypothesis
   Umm... could be
   “They” would like it
   “Yes” comes with elaboration                    Implication
   Watch for non-verbal clues
   Check your design ideas as they occur
                                                                  Design
                                                                   Idea
The principle of Focus




     “What you know, you know,

   what you don't know, you don't
              know.

          This is true wisdom.”
                              - Confucius
What is Focus?

Know your purpose                                      entering focus
  We all have an entering focus                                             what
    • A set of preconceived assumptions and beliefs                        we make
  Drive interviews with your project focus                                    up
    • A clear understanding of what work you are trying to
                                                                        what we assume
      understand                                                        about the user’s
  Expand your focus                                                         world
                                                                          what we see
    • Challenge your assumptions, probe the unexpected

Probe to expand focus
  Surprises and contradictions
  “Nods” — What you assume is true
  What you do not know
  The problem behind solutions
Share
  Interpretations for validation                                        what we miss
  Design ideas for co-design                           user’s world
Contextual Inquiry




               Context
             Partnership
            Interpretation
                Focus
How to get started


It doesn’t take many interviews
  3-5 people who do the same activity can characterize markets of millions
  Rule of thumb for numbers of interviewees
    • 4 for each work role; 3 in each significant context (e.g., skill level, tech savvy)
    • 3 organizations of each significant type (e.g., size, geography)

Make the data you bring back actionable
  Use a process like an interpretation session with other people
  Create session notes (virtual Post-Its) and diagrams you can use to…
Build an affinity diagram and other work models as appropriate
  Reveals underlying pattern: intent, strategy, structure, and scope
  Shows what matters to the entire population, keeping variations that matter
  Eliminates focusing on individual users
  Provides real data for design thinking, personas, scenarios, user stories
Put the customer at the center
                    of the design




Dave Flotree, Program Manager
dave.flotree@incontextdesign.com

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Flotree pcv 2012 slideshare

  • 1. ProductCamp Vancouver 2012 Using Contextual Inquiry To Understand Customer Needs 978.823.0100 Dave Flotree, Program Manager 2352 Main Street, Suite 302 dave.flotree@incontextdesign.com Concord, MA 01742 www.incontextdesign.com Copyright © 2011 InContext Enterprises Inc. All rights reserved.
  • 2. Contextual Inquiry Provides reliable, detailed knowledge of what people actually do and what they really care about
  • 3. Contextual Inquiry A set of principles, not steps Context Partnership Interpretation Focus
  • 4. The principle of Context What people say they do And what they actually do Are different
  • 5. What is Context? Get as close to the work as possible  Go to the customer  Interview while they are working  Be grounded in real objects and events  Pay attention to non-verbal communication Ongoing work versus summary experience  People tend to give summaries  Ongoing work is never summarized Stay concrete, don’t abstract  Ongoing work. “Show me…”  Recent retrospective account . “When was the last time you…”  Look at artifacts
  • 6. The principle of Partnership People know everything about what they do… They just can’t tell you
  • 7. What is Partnership? Partnership as relationship  The user is the expert  So follow their lead  Help the users articulate and Withdrawal see their work practice Avoid ineffective interview styles  The Traditional Interviewer  The Expert/Novice  The Guest/Host Return Apprenticeship is the preferred model  Listen, learn, be humble, don’t judge  And assume that people do things for a reason  Return to the ongoing work • It always keeps you in the apprenticeship model
  • 8. The principle of Interpretation It’s not the facts that matter… It’s the interpretation of the facts
  • 9. What is Interpretation? Interpretation is the data  A shared understanding of what is going on Customer  Offer interpretations • Don’t ask open-ended Fact questions Listen for the “No” tune the interpretation  Huh? Hypothesis  Umm... could be  “They” would like it  “Yes” comes with elaboration Implication  Watch for non-verbal clues  Check your design ideas as they occur Design Idea
  • 10. The principle of Focus “What you know, you know, what you don't know, you don't know. This is true wisdom.” - Confucius
  • 11. What is Focus? Know your purpose entering focus  We all have an entering focus what • A set of preconceived assumptions and beliefs we make  Drive interviews with your project focus up • A clear understanding of what work you are trying to what we assume understand about the user’s  Expand your focus world what we see • Challenge your assumptions, probe the unexpected Probe to expand focus  Surprises and contradictions  “Nods” — What you assume is true  What you do not know  The problem behind solutions Share  Interpretations for validation what we miss  Design ideas for co-design user’s world
  • 12. Contextual Inquiry Context Partnership Interpretation Focus
  • 13. How to get started It doesn’t take many interviews  3-5 people who do the same activity can characterize markets of millions  Rule of thumb for numbers of interviewees • 4 for each work role; 3 in each significant context (e.g., skill level, tech savvy) • 3 organizations of each significant type (e.g., size, geography) Make the data you bring back actionable  Use a process like an interpretation session with other people  Create session notes (virtual Post-Its) and diagrams you can use to… Build an affinity diagram and other work models as appropriate  Reveals underlying pattern: intent, strategy, structure, and scope  Shows what matters to the entire population, keeping variations that matter  Eliminates focusing on individual users  Provides real data for design thinking, personas, scenarios, user stories
  • 14. Put the customer at the center of the design Dave Flotree, Program Manager dave.flotree@incontextdesign.com