Research and Design Methods - Healthcare Experience Design Conference 2012
- 1. Research and Design Methods Michael Hawley Megan Grocki Adam Connor @madpow
- 2. Analysis Paralysis Stuck in a Agreeing on Infusing Research Creative Rut Design Decisions Into Design Finding Budget For Research Too Many Cooks In The CEO iPad the Kitchen Christmas Gift Effect Uniting a Team Around Too Many Ideas a Common Vision Decision by Committee Loudest Customer Complaint Syndrome The Swoop and Poop @madpow
- 3. Research Experience Visioning Design Studio @madpow
- 4. Why Research? @hawleymichael @madpow
- 5. Why Research? Design is Decision Making Copy Trends Experiment, Learn and Adjust Intuition or Preferences Informed by Research @madpow
- 7. When All Else Fails, Do It Anyway @hawleymichael @madpow
- 8. Research Buzz Word Bingo Affinity Desirability Laddering Likert Scales Tree Testing Diagraming Studies Rapid Iterative Card Sorting Eyetracking A//B Testing Field Studies Testing Contextual Heuristic First-click Site Surveys Mental Models Inquiry Reviews testing Galvanic Skin Repertory Grid Focus Groups Intercepts Collaging Response Unmoderated Customer Diary Studies Task Analysis Cultural Probes Testing Feedback Panels Design Triading Mood Maps 5-Second Test Web Analytics Ethnography @hawleymichael @madpow
- 9. Step 1: What Question You Are Answering? User Task/Workflow Concept Business Usability @hawleymichael @madpow
- 10. Step 2: What Data Source Do You Have? http://www.useit.com/alertbox/user-research-methods.html @hawleymichael @madpow
- 11. Step 3: Where Are You In the Design Process? Strategy and Inspiration Optimization and Refinement Benchmarking and Assessment Research Early feasibility, thinking about Still looking for opportunities, but Measuring design against prior Goal walking in the user’s shoes also narrowing down scope, versions and competition. looking for improvements to Validating ROI or identifying future structure, and minimizing risk opportunities. Methods Ethnography, contextual Card sorting, online usability A/B testing, SUMMI and SUS, inquiry, diary studies, surveys, testing, surveys, desirability vertical benchmarking, ongoing comparative studies, studies, naming studies user community commentary participatory activities Interactive Low-fidelity artifact testing, Mid-fidelity artifact testing, pre- High-fidelity usability testing, strict Assessment exploratory, looking for defined tasks, still plenty of set of tasks, statistical reactions moderator interaction. Iterative if considerations for post-task ad possible. post-test questionnaires. @hawleymichael @madpow
- 12. Don’t Forget: Business Realities ê Agile Versus Waterfall ê Innovation versus Refinement/Improvement ê Marketing vs. Transactional vs. Informational Experiences ê Skepticism of User-Centered Design ê Stakeholder Influence ê Team Member Engagement and Observation ê Time & Budget ê Access to Participants @hawleymichael @madpow
- 13. Research Approach User- Genius Centered Research Design Design Inspired Design @hawleymichael @madpow
- 14. Research Experience Visioning Design Studio @madpow
- 15. What do we do with the research? ICE BREAKING ê Personas include a narrative, but sometimes we need more detail than a snapshot can show ê Journey models help us write and illustrate a story of interactions and relationships @megangrocki @madpow
- 16. Bringing the audience to life ICE BREAKING ê Paradigm shift from systems of transaction to systems of engagement ê It’s easy to get lost in data, but we can’t forget about the human elements span numerous channels. @megangrocki @madpow
- 17. What is a journey model? ICE BREAKING @megangrocki @madpow
- 18. What is a journey model? ICE BREAKING @megangrocki @madpow
- 19. What is a journey model? ICE BREAKING @megangrocki @madpow
- 20. What is a journey model? ICE BREAKING @megangrocki @madpow
- 21. Potential vs. Reality ICE BREAKING ê How it could be (happy path) ê How it really is (more realistic path) Source: Andrea Resmini & Dan Willis @megangrocki @madpow
- 22. How are journey models used? ICE BREAKING ê Create strategic vision prior to detailed design ê Build consensus with stakeholders, showing opportunities across the ecosystem ê Identify key interactions to prototype and test @megangrocki @madpow
- 23. How do you make a journey model? ICE BREAKING ê Identify the patients or users ê Craft realistic scenarios ê Develop the best template type ê Review research & fill gaps ê Create the journey map or model ê Share and iterate (ongoing) ê Don’t forget to use them! @megangrocki @madpow
- 24. What BREAKING in a journey? ICE do you include ê Goals ê Perceptions ê Timeline ê Motives ê Emotions ê Expectations ê Touch Points ê Audio ê Actions ê Video ê Opportunities Photo: Alinea Restaurant @megangrocki @madpow
- 25. Telling the story and keeping the journey alive ICE BREAKING ê Shout from the rooftops! ê Display prominently in common work areas ê Invite the personas and their journey models to meetings ê When new research is done, update the journey model Photo: Daniel A. Norman @megangrocki @madpow
- 26. Research Experience Visioning Design Studio @madpow
- 27. Observe / Synthesize Evaluate Create / Refine @adamconnor @madpow
- 28. Solution Solution Solution Solution Solution Solution Observe / Solution Evaluate Synthesize Solution Create / Refine Solution @adamconnor @madpow
- 29. Challenges… ê Getting consensus from stakeholders and team members on which concepts to eliminate, which should be refined and eventually choosing one, can take a very long time ê Never enough time and money to fully flesh out and evaluate every idea with users ê As projects progress, new requirements and constraints often emerge @adamconnor @madpow
- 30. Solution Solution Solution Solution Observe / Synthesize Solution Solution Solution Evaluate Solution Design Studio = + Create / Refine Solution @adamconnor @madpow
- 31. Sketch Present Critique @adamconnor @madpow
- 32. Sketch Present Critique @adamconnor @madpow
- 33. Sketch Present Critique @adamconnor @madpow
- 34. Sketch Present Critique @adamconnor @madpow
- 35. The Setup http://www.john.do/blog/wp-content/uploads/2010/08/mouse-trap-1.jpg @adamconnor @madpow
- 36. Materials ê Personas ê Scenarios ê Business Goals ê Design Principles @adamconnor @madpow
- 37. More Materials ê A timer ê Paper ê Black markers ê Tape/drafting dots ê Butcher paper (optional) ê Red & green markers (optional) @adamconnor @madpow
- 38. Sketch, Present, Critique @adamconnor @madpow
- 39. Notes on Critique ê Focus on how/why a design does or doesn’t satisfy a goal or user need. ê Ask questions when necessary. ê Presenters should clarify aspects of their design when necessary, and avoid getting defensive. ê Don’t get stuck on avoiding “I like...” and “I don’t like…”. Just bring it back to the scenario, personas and goals ê Avoid problem solving. @adamconnor @madpow
- 40. And now back to sketching… 2 more rounds ê Individuals focus on a single solution (of their choosing) ê Groups collaborate and define a single solution together @adamconnor @madpow
- 41. The Aftermath http://www.youtube.com/watch?feature=player_embedded&v=bPNyK7XTy6o @adamconnor @madpow
- 42. Additional Benefits… ê Good ideas can come from anywhere ê Builds a shared understanding of the problem space and the different perspectives individual team members have of it ê Speeds up the design timeline in a project ê Builds a shared sense of ownership and collaboration in the creation of the solution ê Gives non-designers an opportunity to understand the ramifications that various decisions have on aspects of the design @adamconnor @madpow