I spent over 10 years as a ux researcher
I spent over 10 years as a ux researcher working at companies the biggest ones
working at companies the biggest ones
working at companies the biggest ones Google Uber Volkswagen StubHub upor big
Google Uber Volkswagen StubHub upor big
Google Uber Volkswagen StubHub upor big teams small teams midsize teams and even
teams small teams midsize teams and even
teams small teams midsize teams and even consultant startups I've learned a lot
consultant startups I've learned a lot
consultant startups I've learned a lot I've been helping thousands I've lost
I've been helping thousands I've lost
I've been helping thousands I've lost count thousands of people learn the
count thousands of people learn the
count thousands of people learn the fundamentals of York's research and
fundamentals of York's research and
fundamentals of York's research and transition them into the field and now
transition them into the field and now
transition them into the field and now I've distilled some of the most
I've distilled some of the most
I've distilled some of the most important fundamental lessons that I've
important fundamental lessons that I've
important fundamental lessons that I've learned into this ultimate crash course
learned into this ultimate crash course
learned into this ultimate crash course for U research so this video is is
for U research so this video is is
for U research so this video is is actually a preview a short preview of a
actually a preview a short preview of a
actually a preview a short preview of a collection of the trainings in my master
collection of the trainings in my master
collection of the trainings in my master class my full master class is over 100
class my full master class is over 100
class my full master class is over 100 hours long so check out the link in the
hours long so check out the link in the
hours long so check out the link in the description if you're interested in
description if you're interested in
description if you're interested in learning more about the full class which
learning more about the full class which
learning more about the full class which I spent 5 years or more actually in monk
I spent 5 years or more actually in monk
I spent 5 years or more actually in monk mode I quit my job to create that
mode I quit my job to create that
mode I quit my job to create that training that's how serious I am about
training that's how serious I am about
training that's how serious I am about proper ux research education some
proper ux research education some
proper ux research education some companies and teams have adopted my
companies and teams have adopted my
companies and teams have adopted my templates they literally show my videos
templates they literally show my videos
templates they literally show my videos to their ux research teams so I'm going
to their ux research teams so I'm going
to their ux research teams so I'm going to include my templates for free in the
to include my templates for free in the
to include my templates for free in the description below let's show them how
description below let's show them how
description below let's show them how it's done I've split this video into
it's done I've split this video into
it's done I've split this video into five main sections you're going to walk
five main sections you're going to walk
five main sections you're going to walk away with a better understanding of the
away with a better understanding of the
away with a better understanding of the context of ux research I called it the
context of ux research I called it the
context of ux research I called it the intro and you might be tempted to skip
intro and you might be tempted to skip
intro and you might be tempted to skip it but too often I see people get mixed
it but too often I see people get mixed
it but too often I see people get mixed up with certain terminologies in our
up with certain terminologies in our
up with certain terminologies in our field you know people using trendy words
field you know people using trendy words
field you know people using trendy words I'm going to attempt to clarify those
I'm going to attempt to clarify those
I'm going to attempt to clarify those once and for all you learn how thinking
once and for all you learn how thinking
once and for all you learn how thinking like a product manager speaking the
like a product manager speaking the
like a product manager speaking the language of the business is a
language of the business is a
language of the business is a key to being a strong ux research leader
key to being a strong ux research leader
key to being a strong ux research leader that's what business Acumen means you'll
that's what business Acumen means you'll
that's what business Acumen means you'll learn how to do what is needed and not
learn how to do what is needed and not
learn how to do what is needed and not do what's wanted if you've ever never
do what's wanted if you've ever never
do what's wanted if you've ever never been confused what a ux research road
been confused what a ux research road
been confused what a ux research road map is and how to make one I'll I'll
map is and how to make one I'll I'll
map is and how to make one I'll I'll share my screen I want show you step by
share my screen I want show you step by
share my screen I want show you step by step every little thought every little
step every little thought every little
step every little thought every little consideration I'm going to dissect my
consideration I'm going to dissect my
consideration I'm going to dissect my brain for you I'll guide you through it
brain for you I'll guide you through it
brain for you I'll guide you through it you'll learn how to gain influence no
you'll learn how to gain influence no
you'll learn how to gain influence no matter your title or level it doesn't
matter your title or level it doesn't
matter your title or level it doesn't matter what your title or level is over
matter what your title or level is over
matter what your title or level is over the years I've learned the term
the years I've learned the term
the years I've learned the term leadership it's overrated like I said I
leadership it's overrated like I said I
leadership it's overrated like I said I wish I could
wish I could
wish I could say this is everything you need to know
say this is everything you need to know
say this is everything you need to know about you research it's not it's not
about you research it's not it's not
about you research it's not it's not everything you need to know there's a
everything you need to know there's a
everything you need to know there's a lot more like how to say no even when
lot more like how to say no even when
lot more like how to say no even when it's a CEO how to stop managing
it's a CEO how to stop managing
it's a CEO how to stop managing stakeholders and collaborate with them
stakeholders and collaborate with them
stakeholders and collaborate with them instead how to do B2B recruitment how to
instead how to do B2B recruitment how to
instead how to do B2B recruitment how to make your data analysis smoother so so
make your data analysis smoother so so
make your data analysis smoother so so much more but I picked five main topics
much more but I picked five main topics
much more but I picked five main topics for us to get
for us to get
for us to get started after all it's supposed to be a
started after all it's supposed to be a
started after all it's supposed to be a short crash course I told you this video
short crash course I told you this video
short crash course I told you this video is just a fraction of my entire course
is just a fraction of my entire course
is just a fraction of my entire course it's just beginning but we got to start
it's just beginning but we got to start
it's just beginning but we got to start somewhere you're not going to learn this
somewhere you're not going to learn this
somewhere you're not going to learn this from any other ux course you're not
from any other ux course you're not
from any other ux course you're not going to learn this from a master's
going to learn this from a master's
going to learn this from a master's program this is years of real world
program this is years of real world
program this is years of real world tested knowledge stripped of all the
tested knowledge stripped of all the
tested knowledge stripped of all the noise and fluff so you can get Real
noise and fluff so you can get Real
noise and fluff so you can get Real Results let's have some fun shall we
Results let's have some fun shall we
Results let's have some fun shall we let's get
[Music]
[Music] it what is ux research now seriously
it what is ux research now seriously
it what is ux research now seriously what what is it can someone tell me no
what what is it can someone tell me no
what what is it can someone tell me no I'm just kidding I will do my best to
I'm just kidding I will do my best to
I'm just kidding I will do my best to Define what ux research is and what it
Define what ux research is and what it
Define what ux research is and what it means is it a job title is it a way of
means is it a job title is it a way of
means is it a job title is it a way of thinking uh or is it something else what
thinking uh or is it something else what
thinking uh or is it something else what does it mean to do ux research what does
does it mean to do ux research what does
does it mean to do ux research what does it mean to be a ux researcher so we'll
it mean to be a ux researcher so we'll
it mean to be a ux researcher so we'll try to dissect this term now before we
try to dissect this term now before we
try to dissect this term now before we get into what ux research is just being
get into what ux research is just being
get into what ux research is just being aware that maybe a few years from now it
aware that maybe a few years from now it
aware that maybe a few years from now it might be called something else or
might be called something else or
might be called something else or there'll be groups of people who want to
there'll be groups of people who want to
there'll be groups of people who want to specialize and call it something else
specialize and call it something else
specialize and call it something else who knows the title keeps evolving
who knows the title keeps evolving
who knows the title keeps evolving whether it's ux research user research
whether it's ux research user research
whether it's ux research user research customer experience CX service design
customer experience CX service design
customer experience CX service design research experience research human
research experience research human
research experience research human factors research or something else for
factors research or something else for
factors research or something else for all intents and purposes
all intents and purposes
all intents and purposes I will refer to what we'll talk about as
I will refer to what we'll talk about as
I will refer to what we'll talk about as ux research now in order for me to tell
ux research now in order for me to tell
ux research now in order for me to tell you what it is let me tell you what it's
you what it is let me tell you what it's
you what it is let me tell you what it's not it's not about designing wireframes
not it's not about designing wireframes
not it's not about designing wireframes it's not coding or programming unless
it's not coding or programming unless
it's not coding or programming unless you're a quantitative ux researcher who
you're a quantitative ux researcher who
you're a quantitative ux researcher who needs to manipulate data in R you don't
needs to manipulate data in R you don't
needs to manipulate data in R you don't need to program it's not AB testing it's
need to program it's not AB testing it's
need to program it's not AB testing it's not usability testing it's not asking
not usability testing it's not asking
not usability testing it's not asking people what they want it's not
people what they want it's not
people what they want it's not collecting data and pain points
collecting data and pain points
collecting data and pain points hm wait a minute is this guy for real
hm wait a minute is this guy for real
hm wait a minute is this guy for real wait a minute maybe your eyebrows are
wait a minute maybe your eyebrows are
wait a minute maybe your eyebrows are raised sure what I mentioned are methods
raised sure what I mentioned are methods
raised sure what I mentioned are methods that researchers use but that's not the
that researchers use but that's not the
that researchers use but that's not the whole picture and let's go on a little
whole picture and let's go on a little
whole picture and let's go on a little side quest a little tangent there's a
side quest a little tangent there's a
side quest a little tangent there's a little semantic debate on the term user
little semantic debate on the term user
little semantic debate on the term user testing how you frame research as a
testing how you frame research as a
testing how you frame research as a practice to your stakeholders is going
practice to your stakeholders is going
practice to your stakeholders is going to be pivotal as long as you explain to
to be pivotal as long as you explain to
to be pivotal as long as you explain to your team that we're not testing the
your team that we're not testing the
your team that we're not testing the user it's all good because we test our
user it's all good because we test our
user it's all good because we test our products our services with our users you
products our services with our users you
products our services with our users you don't test the users got
don't test the users got
don't test the users got it English is hard right what did he say
it English is hard right what did he say
it English is hard right what did he say so what is it it is the study of
so what is it it is the study of
so what is it it is the study of people's behaviors needs and motivations
people's behaviors needs and motivations
people's behaviors needs and motivations through systematic meth methods with the
through systematic meth methods with the
through systematic meth methods with the purpose of guiding the design and
purpose of guiding the design and
purpose of guiding the design and innovation of a system for those of you
innovation of a system for those of you
innovation of a system for those of you who did basic science experiments as a
who did basic science experiments as a
who did basic science experiments as a kid you may be familiar with the
kid you may be familiar with the
kid you may be familiar with the scientific method you have a research
scientific method you have a research
scientific method you have a research question you conduct some background
question you conduct some background
question you conduct some background research AKA literature review you
research AKA literature review you
research AKA literature review you formulate a hypothesis you define your
formulate a hypothesis you define your
formulate a hypothesis you define your objective design your procedure with
objective design your procedure with
objective design your procedure with certain methodologies and once you've
certain methodologies and once you've
certain methodologies and once you've collect your data you analyze it and you
collect your data you analyze it and you
collect your data you analyze it and you present the results if you have ever
present the results if you have ever
present the results if you have ever read a scientific journal article or
read a scientific journal article or
read a scientific journal article or paper this is pretty much the format in
paper this is pretty much the format in
paper this is pretty much the format in which they write now compare this to the
which they write now compare this to the
which they write now compare this to the ux research process wa the research
ux research process wa the research
ux research process wa the research process is pretty much the same except
process is pretty much the same except
process is pretty much the same except we do the research with specific
we do the research with specific
we do the research with specific business goals in mind and we need to
business goals in mind and we need to
business goals in mind and we need to make actionable
make actionable
make actionable recommendations the difference between
recommendations the difference between
recommendations the difference between academic research and ux research is I'm
academic research and ux research is I'm
academic research and ux research is I'm just generalizing okay one is for the
just generalizing okay one is for the
just generalizing okay one is for the pursuit of knowledge and the other is
pursuit of knowledge and the other is
pursuit of knowledge and the other is business Pursuit so at the core ux
business Pursuit so at the core ux
business Pursuit so at the core ux research follows the scientific process
research follows the scientific process
research follows the scientific process and is the foundation of product
and is the foundation of product
and is the foundation of product development without proper research Your
development without proper research Your
development without proper research Your Design is just a pretty art project ux
Design is just a pretty art project ux
Design is just a pretty art project ux research is also not just about fixing
research is also not just about fixing
research is also not just about fixing existing problems and making them better
existing problems and making them better
existing problems and making them better as much as we are problem solvers we are
as much as we are problem solvers we are
as much as we are problem solvers we are problem spotters too or put another way
problem spotters too or put another way
problem spotters too or put another way opportunity spotters as Henry Ford may
opportunity spotters as Henry Ford may
opportunity spotters as Henry Ford may have said if I asked people what they
have said if I asked people what they
have said if I asked people what they wanted they would have said Faster
wanted they would have said Faster
wanted they would have said Faster Horses we've all heard it before
Horses we've all heard it before
Horses we've all heard it before usability testing and evaluative
usability testing and evaluative
usability testing and evaluative research are great we need them but
research are great we need them but
research are great we need them but inherently we are focused on an existing
inherently we are focused on an existing
inherently we are focused on an existing concept an existing idea to truly
concept an existing idea to truly
concept an existing idea to truly innovate we need to discover new
innovate we need to discover new
innovate we need to discover new problems discover new questions with
problems discover new questions with
problems discover new questions with foundational genitive research which
foundational genitive research which
foundational genitive research which we'll talk about later we will identify
we'll talk about later we will identify
we'll talk about later we will identify opportunity spaces and work with our
opportunity spaces and work with our
opportunity spaces and work with our team our product team to develop a
team our product team to develop a
team our product team to develop a vision that will turn these ideas into
vision that will turn these ideas into
vision that will turn these ideas into validated business models and at every
validated business models and at every
validated business models and at every step of the way guess what's important
step of the way guess what's important
step of the way guess what's important research research is the Keystone
research research is the Keystone
research research is the Keystone interlocking all those pieces
interlocking all those pieces
interlocking all those pieces [Music]
together for all the activities we draw
together for all the activities we draw from a multitude of different
from a multitude of different
from a multitude of different disciplines from human factor psychology
disciplines from human factor psychology
disciplines from human factor psychology business strategies leadership
business strategies leadership
business strategies leadership statistics ethics and of course design I
statistics ethics and of course design I
statistics ethics and of course design I hope you can see by now that ux isn't
hope you can see by now that ux isn't
hope you can see by now that ux isn't just the job it's a skill it's a
just the job it's a skill it's a
just the job it's a skill it's a competency it's a way of thinking a
competency it's a way of thinking a
competency it's a way of thinking a problem solving process that's what it
problem solving process that's what it
problem solving process that's what it is and that's why I don't really care
is and that's why I don't really care
is and that's why I don't really care what it's called because at the end of
what it's called because at the end of
what it's called because at the end of the day if we let go of the name let go
the day if we let go of the name let go
the day if we let go of the name let go of the term ux research CX research
of the term ux research CX research
of the term ux research CX research whatever at the end of the day it's all
whatever at the end of the day it's all
whatever at the end of the day it's all about understanding people to unlock
about understanding people to unlock
about understanding people to unlock opportunities to better improve products
opportunities to better improve products
opportunities to better improve products services and processes so the next time
services and processes so the next time
services and processes so the next time someone assumes ux is about making
someone assumes ux is about making
someone assumes ux is about making things pretty you hopefully now have the
things pretty you hopefully now have the
things pretty you hopefully now have the vocabulary and philosophy on how to
vocabulary and philosophy on how to
vocabulary and philosophy on how to shift their perspectives who knows maybe
shift their perspectives who knows maybe
shift their perspectives who knows maybe you've done ux research in some capacity
you've done ux research in some capacity
you've done ux research in some capacity already just without the ux
already just without the ux
already just without the ux title let's talk about why ux research
title let's talk about why ux research
title let's talk about why ux research well let me start by telling you a story
well let me start by telling you a story
well let me start by telling you a story in 2015 a San Francisco based startup
in 2015 a San Francisco based startup
in 2015 a San Francisco based startup raised $10 million in Venture Capital
raised $10 million in Venture Capital
raised $10 million in Venture Capital the product was a Wi-Fi enabled voice
the product was a Wi-Fi enabled voice
the product was a Wi-Fi enabled voice controlled Sleek sexy looking product
controlled Sleek sexy looking product
controlled Sleek sexy looking product but 4 years later it
but 4 years later it
but 4 years later it failed no
that company was called
that company was called Jero they built a Wi-Fi enabled voice
Jero they built a Wi-Fi enabled voice
Jero they built a Wi-Fi enabled voice controlled Sleek sexy looking polished
controlled Sleek sexy looking polished
controlled Sleek sexy looking polished turd for
turd for
turd for $700 the machine helps you squeeze juice
$700 the machine helps you squeeze juice
$700 the machine helps you squeeze juice packets and not just any juice packets
packets and not just any juice packets
packets and not just any juice packets juicero juice
juicero juice
juicero juice packets you couldn't use any other ones
packets you couldn't use any other ones
packets you couldn't use any other ones and each of those packets cost five $7
and each of those packets cost five $7
and each of those packets cost five $7 just to squeeze a few more bucks out of
just to squeeze a few more bucks out of
just to squeeze a few more bucks out of you no pun intendent but wait there's
you no pun intendent but wait there's
you no pun intendent but wait there's more are you kidding me that this is the
more are you kidding me that this is the
more are you kidding me that this is the silliest part you had to be connected to
silliest part you had to be connected to
silliest part you had to be connected to WiFi for it to work no Wi-fi no juice it
WiFi for it to work no Wi-fi no juice it
WiFi for it to work no Wi-fi no juice it didn't take long for people to realize
didn't take long for people to realize
didn't take long for people to realize that you could just squeeze those
that you could just squeeze those
that you could just squeeze those packets by hand no expensive juice
packets by hand no expensive juice
packets by hand no expensive juice machine needed now why do I tell you the
machine needed now why do I tell you the
machine needed now why do I tell you the story of juice Arrow well hey it's a
story of juice Arrow well hey it's a
story of juice Arrow well hey it's a Sleek looking product and it looks
Sleek looking product and it looks
Sleek looking product and it looks pretty easy to use there's one button
pretty easy to use there's one button
pretty easy to use there's one button but that's just it doing research to
but that's just it doing research to
but that's just it doing research to improve a product's ease of use is just
improve a product's ease of use is just
improve a product's ease of use is just one part of the whole good ux doesn't
one part of the whole good ux doesn't
one part of the whole good ux doesn't mean it's valuable was there a real
mean it's valuable was there a real
mean it's valuable was there a real problem that needed to be solved now
problem that needed to be solved now
problem that needed to be solved now some of you smart folk might point out
some of you smart folk might point out
some of you smart folk might point out well Kevin what about people with
well Kevin what about people with
well Kevin what about people with Parkinson's where people without the
Parkinson's where people without the
Parkinson's where people without the hand strength to open the packets M very
hand strength to open the packets M very
hand strength to open the packets M very keen question I like where you're going
keen question I like where you're going
keen question I like where you're going with it but we should be asking a
with it but we should be asking a
with it but we should be asking a different question is the problem with
different question is the problem with
different question is the problem with the
the
the machine or with the juice packets
machine or with the juice packets
machine or with the juice packets then M Anyway come with me to the other
then M Anyway come with me to the other
then M Anyway come with me to the other side of the bay and I'd love to tell you
side of the bay and I'd love to tell you
side of the bay and I'd love to tell you about our next story of when user
about our next story of when user
about our next story of when user research is used and why it's
important this is the MRI machine at the
important this is the MRI machine at the University of Pittsburgh medical center
University of Pittsburgh medical center
University of Pittsburgh medical center the room itself would be dark with those
the room itself would be dark with those
the room itself would be dark with those flickering fluorescent lights right out
flickering fluorescent lights right out
flickering fluorescent lights right out of a horror movie and for children it
of a horror movie and for children it
of a horror movie and for children it was a scary experience kids would cry
was a scary experience kids would cry
was a scary experience kids would cry they get anxiety and wouldn't want to go
they get anxiety and wouldn't want to go
they get anxiety and wouldn't want to go in rightfully so and even when they got
in rightfully so and even when they got
in rightfully so and even when they got in they wouldn't be calm enough for the
in they wouldn't be calm enough for the
in they wouldn't be calm enough for the machine often leading to doctors
machine often leading to doctors
machine often leading to doctors repeating the scan now this took a lot
repeating the scan now this took a lot
repeating the scan now this took a lot of time and money for the hospital and
of time and money for the hospital and
of time and money for the hospital and it wasn't pleasant for the kids now if
it wasn't pleasant for the kids now if
it wasn't pleasant for the kids now if the staff only gave Band-Aid solutions
the staff only gave Band-Aid solutions
the staff only gave Band-Aid solutions they might have enticed the kids with
they might have enticed the kids with
they might have enticed the kids with candy or tell them oh it doesn't hurt I
candy or tell them oh it doesn't hurt I
candy or tell them oh it doesn't hurt I promise okay yeah look at the machine
promise okay yeah look at the machine
promise okay yeah look at the machine it's going to eat you so you know what
it's going to eat you so you know what
it's going to eat you so you know what the researcher did they went to a design
the researcher did they went to a design
the researcher did they went to a design thinking workshop at Stanford University
thinking workshop at Stanford University
thinking workshop at Stanford University he learned to build empathy with the
he learned to build empathy with the
he learned to build empathy with the patients and the parents he identified
patients and the parents he identified
patients and the parents he identified those anxieties and fears associated
those anxieties and fears associated
those anxieties and fears associated with the MRI machine then he prototyped
with the MRI machine then he prototyped
with the MRI machine then he prototyped something called The Adventure Series so
something called The Adventure Series so
something called The Adventure Series so what used to look like this turned into
what used to look like this turned into
what used to look like this turned into this it wasn't a fancy Tech solution it
this it wasn't a fancy Tech solution it
this it wasn't a fancy Tech solution it didn't cost hundreds of millions of
didn't cost hundreds of millions of
didn't cost hundreds of millions of dollars it was simply art but art that
dollars it was simply art but art that
dollars it was simply art but art that solved the problem removing fears in
solved the problem removing fears in
solved the problem removing fears in children it helped the hospital not have
children it helped the hospital not have
children it helped the hospital not have to do those repeat scans anymore not
to do those repeat scans anymore not
to do those repeat scans anymore not have to use anesthetics which meant that
have to use anesthetics which meant that
have to use anesthetics which meant that you were also saving time and precious
you were also saving time and precious
you were also saving time and precious Mula and the kids love loved it so much
Mula and the kids love loved it so much
Mula and the kids love loved it so much that they wanted to go back inside so
that they wanted to go back inside so
that they wanted to go back inside so those two stories I gave contrast what
those two stories I gave contrast what
those two stories I gave contrast what happens when you don't do research and
happens when you don't do research and
happens when you don't do research and what you're able to accomplish when you
what you're able to accomplish when you
what you're able to accomplish when you do do
do do
do do research do
doy with ux research we can design and
doy with ux research we can design and develop with Direction answer questions
develop with Direction answer questions
develop with Direction answer questions but also Inspire new questions and
but also Inspire new questions and
but also Inspire new questions and opportunities help people achieve their
opportunities help people achieve their
opportunities help people achieve their goals and build stuff that people
goals and build stuff that people
goals and build stuff that people actually need the right way yeah that's
actually need the right way yeah that's
actually need the right way yeah that's why ux research is crucial just who is a
why ux research is crucial just who is a
why ux research is crucial just who is a ux
ux
ux researcher you you bass ux leader right
researcher you you bass ux leader right
researcher you you bass ux leader right there well ux researchers come from all
there well ux researchers come from all
there well ux researchers come from all kinds of different backgrounds the Arts
kinds of different backgrounds the Arts
kinds of different backgrounds the Arts design social sciences pretty popular
design social sciences pretty popular
design social sciences pretty popular physical sciences economics data English
physical sciences economics data English
physical sciences economics data English your homeboy has a biology and
your homeboy has a biology and
your homeboy has a biology and psychology degree what background do you
psychology degree what background do you
psychology degree what background do you have
have
have and it doesn't matter what background
and it doesn't matter what background
and it doesn't matter what background you have I'd say it's a good thing that
you have I'd say it's a good thing that
you have I'd say it's a good thing that people have different backgrounds and
people have different backgrounds and
people have different backgrounds and different perspectives because everybody
different perspectives because everybody
different perspectives because everybody brings something different to the table
brings something different to the table
brings something different to the table and that's what makes ux research so
and that's what makes ux research so
and that's what makes ux research so great okay all right enough of the pep
great okay all right enough of the pep
great okay all right enough of the pep talk though what do ux researchers do
talk though what do ux researchers do
talk though what do ux researchers do and how do they do it we identify user
and how do they do it we identify user
and how do they do it we identify user needs behaviors and motivations Inspire
needs behaviors and motivations Inspire
needs behaviors and motivations Inspire ideas through data and storytelling we
ideas through data and storytelling we
ideas through data and storytelling we uncover what makes an experience
uncover what makes an experience
uncover what makes an experience intuitive accessible and delightful and
intuitive accessible and delightful and
intuitive accessible and delightful and more importantly we bridged a gap
more importantly we bridged a gap
more importantly we bridged a gap between our users's voice and our
between our users's voice and our
between our users's voice and our stakeholders and our teams so that we
stakeholders and our teams so that we
stakeholders and our teams so that we are the advocate for our
are the advocate for our
are the advocate for our users that's what we do but how do we do
users that's what we do but how do we do
users that's what we do but how do we do this well through conducting primary and
this well through conducting primary and
this well through conducting primary and secondary research we look for patterns
secondary research we look for patterns
secondary research we look for patterns and insights to inform product decisions
and insights to inform product decisions
and insights to inform product decisions what we do we hold the flashlight and we
what we do we hold the flashlight and we
what we do we hold the flashlight and we Shine the Light to guide our teams on
Shine the Light to guide our teams on
Shine the Light to guide our teams on where to go and speaking of team we
where to go and speaking of team we
where to go and speaking of team we collaborate with our partners our
collaborate with our partners our
collaborate with our partners our stakeholders to develop valuable
stakeholders to develop valuable
stakeholders to develop valuable products and services for users to
products and services for users to
products and services for users to achieve their goals as as the bridge
achieve their goals as as the bridge
achieve their goals as as the bridge between stakeholders and users we hold a
between stakeholders and users we hold a
between stakeholders and users we hold a unique position to be both a leader and
unique position to be both a leader and
unique position to be both a leader and expert influencer and some of the
expert influencer and some of the
expert influencer and some of the qualities that ux research possess uh I
qualities that ux research possess uh I
qualities that ux research possess uh I mean some of the things I've noticed in
mean some of the things I've noticed in
mean some of the things I've noticed in ux researchers are they're people person
ux researchers are they're people person
ux researchers are they're people person you got to like people curious
you got to like people curious
you got to like people curious compassionate not just empathetic but
compassionate not just empathetic but
compassionate not just empathetic but you're taking the step to make an action
you're taking the step to make an action
you're taking the step to make an action you're humble obviously a good listener
you're humble obviously a good listener
you're humble obviously a good listener ethical collaborative inclusive you want
ethical collaborative inclusive you want
ethical collaborative inclusive you want to work with others sometimes you need
to work with others sometimes you need
to work with others sometimes you need your alone time I get it but we got to
your alone time I get it but we got to
your alone time I get it but we got to work with our teams too and probably the
work with our teams too and probably the
work with our teams too and probably the most important quality to have in any
most important quality to have in any
most important quality to have in any kind of business setting but especially
kind of business setting but especially
kind of business setting but especially for ux research is a tolerance for
for ux research is a tolerance for
for ux research is a tolerance for ambiguity
ambiguity
ambiguity uncertainty precarity there's no need to
uncertainty precarity there's no need to
uncertainty precarity there's no need to there's honestly no need to stress about
there's honestly no need to stress about
there's honestly no need to stress about something you don't know the answer to
something you don't know the answer to
something you don't know the answer to because hey we can go find out through
because hey we can go find out through
because hey we can go find out through research get feedback talk to your team
research get feedback talk to your team
research get feedback talk to your team get ideas it's going to be okay some of
get ideas it's going to be okay some of
get ideas it's going to be okay some of the skills that ux researchers have are
the skills that ux researchers have are
the skills that ux researchers have are they're Master storytellers they're
they're Master storytellers they're
they're Master storytellers they're analytical problem solvers but also
analytical problem solvers but also
analytical problem solvers but also problem spotters
problem spotters
problem spotters communication communication skills you
communication communication skills you
communication communication skills you got to have those when you collaborate
got to have those when you collaborate
got to have those when you collaborate obviously the technical skills of
obviously the technical skills of
obviously the technical skills of knowing your methods experimental design
knowing your methods experimental design
knowing your methods experimental design how to look for the right participants
how to look for the right participants
how to look for the right participants to do your studies and not just knowing
to do your studies and not just knowing
to do your studies and not just knowing the methods but knowing when and why you
the methods but knowing when and why you
the methods but knowing when and why you would use a method that's more important
would use a method that's more important
would use a method that's more important which we'll cover in modules four five
which we'll cover in modules four five
which we'll cover in modules four five and
and
and six and finally some product management
six and finally some product management
six and finally some product management skills you know tying in that business
skills you know tying in that business
skills you know tying in that business Acumen we'll learn all of this and more
Acumen we'll learn all of this and more
Acumen we'll learn all of this and more don't worry if you don't have the skills
don't worry if you don't have the skills
don't worry if you don't have the skills yet you can always learn these either
yet you can always learn these either
yet you can always learn these either through this class on the job reading
through this class on the job reading
through this class on the job reading books and all that so but if you have
books and all that so but if you have
books and all that so but if you have the right qualities you're in the right
the right qualities you're in the right
the right qualities you're in the right place up until now we've talked about
place up until now we've talked about
place up until now we've talked about the ux researcher who we are what we do
the ux researcher who we are what we do
the ux researcher who we are what we do how we do things but we don't work alone
how we do things but we don't work alone
how we do things but we don't work alone so who are these people that ux
so who are these people that ux
so who are these people that ux researchers work with every day what is
researchers work with every day what is
researchers work with every day what is a stakeholder what does stakeholder mean
a stakeholder what does stakeholder mean
a stakeholder what does stakeholder mean uh well a stakeholder is someone who has
uh well a stakeholder is someone who has
uh well a stakeholder is someone who has a vested interest in
a vested interest in
a vested interest in something particular area product an
something particular area product an
something particular area product an initiative people who are part of a
initiative people who are part of a
initiative people who are part of a project team our BFFs best friends
project team our BFFs best friends
project team our BFFs best friends forever include product managers
forever include product managers
forever include product managers designers developers data scientists or
designers developers data scientists or
designers developers data scientists or analysts these may be the four most
analysts these may be the four most
analysts these may be the four most common partners that you collaborate
common partners that you collaborate
common partners that you collaborate with on a product team but everybody has
with on a product team but everybody has
with on a product team but everybody has different working Styles every company
different working Styles every company
different working Styles every company every team might have a different kind
every team might have a different kind
every team might have a different kind of partnership so just remember to meet
of partnership so just remember to meet
of partnership so just remember to meet your teammates ask them what their needs
your teammates ask them what their needs
your teammates ask them what their needs are what their roles are what kind of
are what their roles are what kind of
are what their roles are what kind of questions they have and how you can best
questions they have and how you can best
questions they have and how you can best collaborate with them to help drive your
collaborate with them to help drive your
collaborate with them to help drive your product or initiative let's start with
product or initiative let's start with
product or initiative let's start with the product manager they are the crucial
the product manager they are the crucial
the product manager they are the crucial stakeholder to ux researchers in any
stakeholder to ux researchers in any
stakeholder to ux researchers in any product team we might work with them to
product team we might work with them to
product team we might work with them to Define product vision and the goals and
Define product vision and the goals and
Define product vision and the goals and objectives uh and why there's a
objectives uh and why there's a
objectives uh and why there's a particular business case to tackle a
particular business case to tackle a
particular business case to tackle a certain initiative they also look at
certain initiative they also look at
certain initiative they also look at user opportunities and they create
user opportunities and they create
user opportunities and they create accountability within the team to
accountability within the team to
accountability within the team to execute uh go-to Market strategies for
execute uh go-to Market strategies for
execute uh go-to Market strategies for the product what they
the product what they
the product what they need is to make informed decisions for
need is to make informed decisions for
need is to make informed decisions for product strategy to maximize confidence
product strategy to maximize confidence
product strategy to maximize confidence and minimize risk maximize confidence
and minimize risk maximize confidence
and minimize risk maximize confidence minimize risk so research is going to be
minimize risk so research is going to be
minimize risk so research is going to be extremely crucial to what they need to
extremely crucial to what they need to
extremely crucial to what they need to do their goals are essentially to
do their goals are essentially to
do their goals are essentially to deliver impactful successful product for
deliver impactful successful product for
deliver impactful successful product for both the customer and the company so
both the customer and the company so
both the customer and the company so that's the gist of a product manager how
that's the gist of a product manager how
that's the gist of a product manager how do you collaborate with them well since
do you collaborate with them well since
do you collaborate with them well since they need research they need validation
they need research they need validation
they need research they need validation they need confidence research will come
they need confidence research will come
they need confidence research will come into play so sync with them to Define
into play so sync with them to Define
into play so sync with them to Define goals the scope the objectives the
goals the scope the objectives the
goals the scope the objectives the questions early and get alignment on
questions early and get alignment on
questions early and get alignment on those topics don't just execute what
those topics don't just execute what
those topics don't just execute what someone tells you to do ask those
someone tells you to do ask those
someone tells you to do ask those questions which we'll cover in module 4
questions which we'll cover in module 4
questions which we'll cover in module 4 but ask those key questions to make sure
but ask those key questions to make sure
but ask those key questions to make sure they truly have the right problems in
they truly have the right problems in
they truly have the right problems in mind involve your product manager
mind involve your product manager
mind involve your product manager throughout your research process invite
throughout your research process invite
throughout your research process invite them to your studies have them watch
them to your studies have them watch
them to your studies have them watch participants uh get feedback on a study
participants uh get feedback on a study
participants uh get feedback on a study plan analyze data together like do
plan analyze data together like do
plan analyze data together like do everything basically the it's it's our
everything basically the it's it's our
everything basically the it's it's our research not my research okay um and by
research not my research okay um and by
research not my research okay um and by the end of it nothing nothing should be
the end of it nothing nothing should be
the end of it nothing nothing should be a surprised right and by the end of it
a surprised right and by the end of it
a surprised right and by the end of it really you have to give recommendations
really you have to give recommendations
really you have to give recommendations on on clear actions to take next ux
on on clear actions to take next ux
on on clear actions to take next ux designer product designer whatever you
designer product designer whatever you
designer product designer whatever you want to call it they are a researcher's
want to call it they are a researcher's
want to call it they are a researcher's best friend they are responsible for
best friend they are responsible for
best friend they are responsible for crafting prototypes wireframes based on
crafting prototypes wireframes based on
crafting prototypes wireframes based on Research needs and goals they also work
Research needs and goals they also work
Research needs and goals they also work with research to develop many
with research to develop many
with research to develop many deliverables like personas uh user
deliverables like personas uh user
deliverables like personas uh user Journey maps and and whatnot what
Journey maps and and whatnot what
Journey maps and and whatnot what designers need to know are data informed
designers need to know are data informed
designers need to know are data informed decisions on design what's the best
decisions on design what's the best
decisions on design what's the best design for the US user and solid user
design for the US user and solid user
design for the US user and solid user research will help guide them here their
research will help guide them here their
research will help guide them here their goals are to determine the best design
goals are to determine the best design
goals are to determine the best design approaches that are useful and
approaches that are useful and
approaches that are useful and meaningful to users and meet business
meaningful to users and meet business
meaningful to users and meet business needs right you kind of see how
needs right you kind of see how
needs right you kind of see how everything falls into place between
everything falls into place between
everything falls into place between business and users needs and research is
business and users needs and research is
business and users needs and research is the Keystone that holds every piece
the Keystone that holds every piece
the Keystone that holds every piece together now how do you collaborate with
together now how do you collaborate with
together now how do you collaborate with ux designers or product designers they
ux designers or product designers they
ux designers or product designers they might have project questions or requests
might have project questions or requests
might have project questions or requests sync with them just as you would with a
sync with them just as you would with a
sync with them just as you would with a product manager sometimes you might even
product manager sometimes you might even
product manager sometimes you might even include all three in the same meeting uh
include all three in the same meeting uh
include all three in the same meeting uh or everybody in the same meeting the
or everybody in the same meeting the
or everybody in the same meeting the more of the merrier okay the get
more of the merrier okay the get
more of the merrier okay the get alignment same thing you would do with
alignment same thing you would do with
alignment same thing you would do with product managers involve them in your
product managers involve them in your
product managers involve them in your research to summarize the designer is
research to summarize the designer is
research to summarize the designer is someone who will take your research
someone who will take your research
someone who will take your research insights your recommendations and bring
insights your recommendations and bring
insights your recommendations and bring them to life now if you're at a startup
them to life now if you're at a startup
them to life now if you're at a startup you might be doing both right if you're
you might be doing both right if you're
you might be doing both right if you're at a startup and you don't have a
at a startup and you don't have a
at a startup and you don't have a specific person to do each one you might
specific person to do each one you might
specific person to do each one you might be doing both let's talk about the
be doing both let's talk about the
be doing both let's talk about the developer or engineer software they take
developer or engineer software they take
developer or engineer software they take product and design requirements and
product and design requirements and
product and design requirements and implement it into the code and they
implement it into the code and they
implement it into the code and they actually build the product so they're
actually build the product so they're
actually build the product so they're act they're really good source of
act they're really good source of
act they're really good source of knowing what is feasible or not uh and
knowing what is feasible or not uh and
knowing what is feasible or not uh and in many teams they include front end
in many teams they include front end
in many teams they include front end back end full stack uh mobile platform
back end full stack uh mobile platform
back end full stack uh mobile platform so like either iOS or Android Engineers
so like either iOS or Android Engineers
so like either iOS or Android Engineers they have specific focuses they really
they have specific focuses they really
they have specific focuses they really need exact design and product feature
need exact design and product feature
need exact design and product feature requirements so research will help
requirements so research will help
requirements so research will help designers know know what requirements
designers know know what requirements
designers know know what requirements there will be and then the designers
there will be and then the designers
there will be and then the designers will kind of hand it off to the
will kind of hand it off to the
will kind of hand it off to the developer team but I think that user
developer team but I think that user
developer team but I think that user researcher could do a good job of
researcher could do a good job of
researcher could do a good job of helping build empathy and reminding the
helping build empathy and reminding the
helping build empathy and reminding the developers like why we're doing it the
developers like why we're doing it the
developers like why we're doing it the user stories that they come up with
user stories that they come up with
user stories that they come up with might not be real user stories that
might not be real user stories that
might not be real user stories that users care about so that's why research
users care about so that's why research
users care about so that's why research is important to kind of just bridge that
is important to kind of just bridge that
is important to kind of just bridge that Gap remember the theme of the bridging
Gap remember the theme of the bridging
Gap remember the theme of the bridging Gap their goal is to implement those
Gap their goal is to implement those
Gap their goal is to implement those requirements into code and start
requirements into code and start
requirements into code and start building just a side note developers
building just a side note developers
building just a side note developers might need to build things quickly and
might need to build things quickly and
might need to build things quickly and we hear stories of like oh you know
we hear stories of like oh you know
we hear stories of like oh you know teams always build first and then test
teams always build first and then test
teams always build first and then test later which is why ux is so bad and you
later which is why ux is so bad and you
later which is why ux is so bad and you have to save time the reason why
have to save time the reason why
have to save time the reason why developers need to build quickly
developers need to build quickly
developers need to build quickly sometimes it's just like the business or
sometimes it's just like the business or
sometimes it's just like the business or like leadership forces them to come up
like leadership forces them to come up
like leadership forces them to come up with something like we need to we need
with something like we need to we need
with something like we need to we need to come up with something quick so don't
to come up with something quick so don't
to come up with something quick so don't blame them that you know blame the low
blame them that you know blame the low
blame them that you know blame the low ux maturity in the company okay so
ux maturity in the company okay so
ux maturity in the company okay so that's the gist of the engineer or the
that's the gist of the engineer or the
that's the gist of the engineer or the developer how do you collaborate with
developer how do you collaborate with
developer how do you collaborate with them same process depending on the
them same process depending on the
them same process depending on the function they can tell you if something
function they can tell you if something
function they can tell you if something is feasible to build uh or how resource
is feasible to build uh or how resource
is feasible to build uh or how resource intensive it will be um so then you can
intensive it will be um so then you can
intensive it will be um so then you can take those points and
take those points and
take those points and prioritize what can we feasibly do now
prioritize what can we feasibly do now
prioritize what can we feasibly do now and what can we feasibly do later so
and what can we feasibly do later so
and what can we feasibly do later so give recommendations to design and the
give recommendations to design and the
give recommendations to design and the designers will also give requirements to
designers will also give requirements to
designers will also give requirements to Engineers finally let's talk about our
Engineers finally let's talk about our
Engineers finally let's talk about our four fourth BFF the data scientists AKA
four fourth BFF the data scientists AKA
four fourth BFF the data scientists AKA analyst the data scientists or analyst
analyst the data scientists or analyst
analyst the data scientists or analyst they're separate from the product team
they're separate from the product team
they're separate from the product team uh but they're invaluable they track
uh but they're invaluable they track
uh but they're invaluable they track hyper granular user Behavior to make
hyper granular user Behavior to make
hyper granular user Behavior to make inferences projections correlations
inferences projections correlations
inferences projections correlations predictions and Trend analysis and they
predictions and Trend analysis and they
predictions and Trend analysis and they might visualize data with a lot of
might visualize data with a lot of
might visualize data with a lot of models okay so they they know what's
models okay so they they know what's
models okay so they they know what's going on at a large scale what they need
going on at a large scale what they need
going on at a large scale what they need are data just like we need data they
are data just like we need data they
are data just like we need data they focus on quantitative they focus on the
focus on quantitative they focus on the
focus on quantitative they focus on the what is happening when we triangulate
what is happening when we triangulate
what is happening when we triangulate with quantitative data we build the
with quantitative data we build the
with quantitative data we build the whole picture we give color to the what
whole picture we give color to the what
whole picture we give color to the what so how do we collaborate with data
so how do we collaborate with data
so how do we collaborate with data scientists they might not be as involved
scientists they might not be as involved
scientists they might not be as involved in your research but they know what's
in your research but they know what's
in your research but they know what's going on sometimes they want to find out
going on sometimes they want to find out
going on sometimes they want to find out why so sync with them and look at the
why so sync with them and look at the
why so sync with them and look at the data together right they know what and
data together right they know what and
data together right they know what and you know why this way you might be able
you know why this way you might be able
you know why this way you might be able to distinguish expect user actions from
to distinguish expect user actions from
to distinguish expect user actions from actual user actions uh you will cross
actual user actions uh you will cross
actual user actions uh you will cross reference your samples and your main
reference your samples and your main
reference your samples and your main questions making sure the way you
questions making sure the way you
questions making sure the way you collect data are going to be a little
collect data are going to be a little
collect data are going to be a little bit different uh so just ask those
bit different uh so just ask those
bit different uh so just ask those questions first like how where did you
questions first like how where did you
questions first like how where did you get the data how did you get the data
get the data how did you get the data
get the data how did you get the data who did you s uh who did you sample
who did you s uh who did you sample
who did you s uh who did you sample because it'll be a little different from
because it'll be a little different from
because it'll be a little different from how you do the qualitative side okay so
how you do the qualitative side okay so
how you do the qualitative side okay so we went through the four most common
we went through the four most common
we went through the four most common stakeholders that you might work with on
stakeholders that you might work with on
stakeholders that you might work with on a product team um but at the end of the
a product team um but at the end of the
a product team um but at the end of the day remember just meet your teammates
day remember just meet your teammates
day remember just meet your teammates learn their needs understand how to
learn their needs understand how to
learn their needs understand how to collaborate with them and go from there
collaborate with them and go from there
collaborate with them and go from there because every team's going to be
because every team's going to be
because every team's going to be different involve them in your
different involve them in your
different involve them in your research what's a day in the life of a
research what's a day in the life of a
research what's a day in the life of a ux researcher before I jump into it I do
ux researcher before I jump into it I do
ux researcher before I jump into it I do have two YouTube videos that are you
have two YouTube videos that are you
have two YouTube videos that are you know they're fun more lifestyle videos
know they're fun more lifestyle videos
know they're fun more lifestyle videos about what the day in the life looks
about what the day in the life looks
about what the day in the life looks like for ux researcher one is preo and
like for ux researcher one is preo and
like for ux researcher one is preo and one was during Co um so go check it out
one was during Co um so go check it out
one was during Co um so go check it out on my YouTube Channel Zero ux day in a
on my YouTube Channel Zero ux day in a
on my YouTube Channel Zero ux day in a life with that aside a day in a life a
life with that aside a day in a life a
life with that aside a day in a life a week in a life it varies greatly before
week in a life it varies greatly before
week in a life it varies greatly before I transitioned into ux research I
I transitioned into ux research I
I transitioned into ux research I thought the majority of the day would be
thought the majority of the day would be
thought the majority of the day would be conducting research woo researchers
conducting research woo researchers
conducting research woo researchers conducting research who would have
conducting research who would have
conducting research who would have thought I thought maybe 60 to 70% of my
thought I thought maybe 60 to 70% of my
thought I thought maybe 60 to 70% of my time would be uh talking to users well
time would be uh talking to users well
time would be uh talking to users well in reality most of your time is going to
in reality most of your time is going to
in reality most of your time is going to be spent meeting with stakeholders
be spent meeting with stakeholders
be spent meeting with stakeholders planning planning about meetings meeting
planning planning about meetings meeting
planning planning about meetings meeting about planning scheduling research
about planning scheduling research
about planning scheduling research scheduling participants analyzing data
scheduling participants analyzing data
scheduling participants analyzing data writing up your report and then having
writing up your report and then having
writing up your report and then having more you guessed it
more you guessed it
more you guessed it meetings meeting meeting everybody
meetings meeting meeting everybody
meetings meeting meeting everybody meeting okay all right maybe it sounds
meeting okay all right maybe it sounds
meeting okay all right maybe it sounds like I'm complaining about
like I'm complaining about
like I'm complaining about meetings just a little bit but I just
meetings just a little bit but I just
meetings just a little bit but I just wanted to set the right
wanted to set the right
wanted to set the right expectations meetings are fine I guess
expectations meetings are fine I guess
expectations meetings are fine I guess but research is
but research is
but research is finer which sounds like funner because
finer which sounds like funner because
finer which sounds like funner because it is so here's a couple of screenshots
it is so here's a couple of screenshots
it is so here's a couple of screenshots of my weeks at work uh from two
of my weeks at work uh from two
of my weeks at work uh from two different companies and you know every
different companies and you know every
different companies and you know every week it's going to be very different
week it's going to be very different
week it's going to be very different some weeks I'm not doing any user
some weeks I'm not doing any user
some weeks I'm not doing any user studies like some weeks I am uh full
studies like some weeks I am uh full
studies like some weeks I am uh full days of doing research daily syns daily
days of doing research daily syns daily
days of doing research daily syns daily standups team meetings weekly meetings
standups team meetings weekly meetings
standups team meetings weekly meetings one-on ones uh All Hands meetings like
one-on ones uh All Hands meetings like
one-on ones uh All Hands meetings like different kind of me so yeah it's going
different kind of me so yeah it's going
different kind of me so yeah it's going to be a little different but just to
to be a little different but just to
to be a little different but just to give you an idea of what a week in a
give you an idea of what a week in a
give you an idea of what a week in a life might look like now now for a
life might look like now now for a
life might look like now now for a specific project let's say you're doing
specific project let's say you're doing
specific project let's say you're doing a research study um here's a maybe an
a research study um here's a maybe an
a research study um here's a maybe an example timeline for a project by no
example timeline for a project by no
example timeline for a project by no means is this representative of a lot of
means is this representative of a lot of
means is this representative of a lot of projects but based on my experiences a
projects but based on my experiences a
projects but based on my experiences a lot of them are going to be maybe a two
lot of them are going to be maybe a two
lot of them are going to be maybe a two or 3 week turnar around time if you're
or 3 week turnar around time if you're
or 3 week turnar around time if you're doing longitudinal studies like a longer
doing longitudinal studies like a longer
doing longitudinal studies like a longer diary study or you're planning
diary study or you're planning
diary study or you're planning contextual field research yeah your
contextual field research yeah your
contextual field research yeah your timeline's going to be different but
timeline's going to be different but
timeline's going to be different but let's let's just use this an example so
let's let's just use this an example so
let's let's just use this an example so day one of week one you're planning
day one of week one you're planning
day one of week one you're planning research you kick off the study we'll
research you kick off the study we'll
research you kick off the study we'll talk about how to do all these things in
talk about how to do all these things in
talk about how to do all these things in later modules uh you plan a research you
later modules uh you plan a research you
later modules uh you plan a research you start recruiting participants you write
start recruiting participants you write
start recruiting participants you write it up you finalize about a second week
it up you finalize about a second week
it up you finalize about a second week and then you run your studies a lot of
and then you run your studies a lot of
and then you run your studies a lot of debriefing of your stakeholders tweaking
debriefing of your stakeholders tweaking
debriefing of your stakeholders tweaking your study plan if you have to and then
your study plan if you have to and then
your study plan if you have to and then you're going to spend some time
you're going to spend some time
you're going to spend some time analyzing your data and then by the end
analyzing your data and then by the end
analyzing your data and then by the end you're going to read out your
you're going to read out your
you're going to read out your recommendations your final report and
recommendations your final report and
recommendations your final report and there's your project now this is all
there's your project now this is all
there's your project now this is all fine and dandy looks so smooth and
fine and dandy looks so smooth and
fine and dandy looks so smooth and streamlined but in reality it looks more
streamlined but in reality it looks more
streamlined but in reality it looks more like this so while you're running one
like this so while you're running one
like this so while you're running one study you might be wrapping up a second
study you might be wrapping up a second
study you might be wrapping up a second study while you're running the study you
study while you're running the study you
study while you're running the study you might have to plan your next study so we
might have to plan your next study so we
might have to plan your next study so we ux researchers are juggling projects
ux researchers are juggling projects
ux researchers are juggling projects here and there sometimes I'm doing three
here and there sometimes I'm doing three
here and there sometimes I'm doing three projects at the same time so it really
projects at the same time so it really
projects at the same time so it really depends on your team's needs your
depends on your team's needs your
depends on your team's needs your priorities and things like that
priorities and things like that
priorities and things like that what I'm trying to say is your schedule
what I'm trying to say is your schedule
what I'm trying to say is your schedule can be
can be
can be hectic therefore it's important to have
hectic therefore it's important to have
hectic therefore it's important to have time management prioritization and
time management prioritization and
time management prioritization and communication skills all of which we'll
communication skills all of which we'll
communication skills all of which we'll talk about in later
talk about in later
talk about in later modules the research team structure
modules the research team structure
modules the research team structure typically there are two types of models
typically there are two types of models
typically there are two types of models the first is embedded and the second is
the first is embedded and the second is
the first is embedded and the second is more of a
more of a
more of a Consulting centralized style in the
Consulting centralized style in the
Consulting centralized style in the embedded model this means you work on
embedded model this means you work on
embedded model this means you work on and support a particular team so you're
and support a particular team so you're
and support a particular team so you're part of one team the pros are that you
part of one team the pros are that you
part of one team the pros are that you become an area expert on that team on
become an area expert on that team on
become an area expert on that team on that topic and you get to build closer
that topic and you get to build closer
that topic and you get to build closer relationships with your team you can
relationships with your team you can
relationships with your team you can also see projects go from being a Little
also see projects go from being a Little
also see projects go from being a Little Seedling into launching into the real
Seedling into launching into the real
Seedling into launching into the real world right this way you can track your
world right this way you can track your
world right this way you can track your impact more readily you can see how
impact more readily you can see how
impact more readily you can see how things change at each step and you can
things change at each step and you can
things change at each step and you can make those changes through research the
make those changes through research the
make those changes through research the cons of the embedded model is that
cons of the embedded model is that
cons of the embedded model is that because you're working on the the one
because you're working on the the one
because you're working on the the one team on the one product you don't really
team on the one product you don't really
team on the one product you don't really get the context or the bird's eye view
get the context or the bird's eye view
get the context or the bird's eye view of what's going on cross functionally
of what's going on cross functionally
of what's going on cross functionally between teams and really your users
between teams and really your users
between teams and really your users don't care like your users don't look at
don't care like your users don't look at
don't care like your users don't look at your product and say oh that's this
your product and say oh that's this
your product and say oh that's this team's work that's this team's work they
team's work that's this team's work they
team's work that's this team's work they look at your product and they see one
look at your product and they see one
look at your product and they see one holistic experience so working on the
holistic experience so working on the
holistic experience so working on the one little thing you might not get that
one little thing you might not get that
one little thing you might not get that bird's eye view so you will have to rely
bird's eye view so you will have to rely
bird's eye view so you will have to rely on collaborating Cross function to get
on collaborating Cross function to get
on collaborating Cross function to get that context the second type of Team
that context the second type of Team
that context the second type of Team structure is this consulting or
structure is this consulting or
structure is this consulting or centralized or Studio model you're kind
centralized or Studio model you're kind
centralized or Studio model you're kind of like a a project consultant basically
of like a a project consultant basically
of like a a project consultant basically you live here but you support multiple
you live here but you support multiple
you live here but you support multiple different teams right so one day you can
different teams right so one day you can
different teams right so one day you can work for this team and next day you can
work for this team and next day you can
work for this team and next day you can work for this team and so on the pros of
work for this team and so on the pros of
work for this team and so on the pros of this are you get to work on many
this are you get to work on many
this are you get to work on many different kinds of problems right many
different kinds of problems right many
different kinds of problems right many different kinds of products potentially
different kinds of products potentially
different kinds of products potentially and build relationships with many
and build relationships with many
and build relationships with many different teams the cons of the
different teams the cons of the
different teams the cons of the Consulting model is you know you do the
Consulting model is you know you do the
Consulting model is you know you do the research get the insights and you make
research get the insights and you make
research get the insights and you make the recommendations and then you kind of
the recommendations and then you kind of
the recommendations and then you kind of say bye so it's harder to realize
say bye so it's harder to realize
say bye so it's harder to realize whether your research actually made an
whether your research actually made an
whether your research actually made an impact like whether or not they
impact like whether or not they
impact like whether or not they implemented the changes or not so it's a
implemented the changes or not so it's a
implemented the changes or not so it's a little harder to track the impact I
little harder to track the impact I
little harder to track the impact I guess the only way to do it is reach out
guess the only way to do it is reach out
guess the only way to do it is reach out you know see hey you know how is the
you know see hey you know how is the
you know see hey you know how is the how's the project going along so those
how's the project going along so those
how's the project going along so those are the two different kind of models
are the two different kind of models
are the two different kind of models one's not better than the other it's
one's not better than the other it's
one's not better than the other it's just what's needed for the team for
just what's needed for the team for
just what's needed for the team for example when I was working at Uber I was
example when I was working at Uber I was
example when I was working at Uber I was embedded on a particular team looking at
embedded on a particular team looking at
embedded on a particular team looking at trucking companies I got to see in depth
trucking companies I got to see in depth
trucking companies I got to see in depth one side of the trucking experience so I
one side of the trucking experience so I
one side of the trucking experience so I had to collaborate with other teams to
had to collaborate with other teams to
had to collaborate with other teams to know like oh well the trucking
know like oh well the trucking
know like oh well the trucking experience spans different part of the
experience spans different part of the
experience spans different part of the user journey and we're only focusing on
user journey and we're only focusing on
user journey and we're only focusing on one part of it at the end of the day the
one part of it at the end of the day the
one part of it at the end of the day the user's experience spans the holistic
user's experience spans the holistic
user's experience spans the holistic product or the service right it's
product or the service right it's
product or the service right it's agnostic of how we Define our teams now
agnostic of how we Define our teams now
agnostic of how we Define our teams now those are the two main ones there is one
those are the two main ones there is one
those are the two main ones there is one more that I've worked on before and this
more that I've worked on before and this
more that I've worked on before and this is a combination of both embedded and
is a combination of both embedded and
is a combination of both embedded and the Consulting model so when I was
the Consulting model so when I was
the Consulting model so when I was working at Google I was embedded on the
working at Google I was embedded on the
working at Google I was embedded on the wearables team so I only did research
wearables team so I only did research
wearables team so I only did research for that team however within that team
for that team however within that team
for that team however within that team there were multiple sub teams and i
there were multiple sub teams and i
there were multiple sub teams and i would support all of them so in a way I
would support all of them so in a way I
would support all of them so in a way I was embedded on the bigger team but I
was embedded on the bigger team but I
was embedded on the bigger team but I was Consulting many of the sub the
was Consulting many of the sub the
was Consulting many of the sub the smaller teams so that's a hybrid of both
smaller teams so that's a hybrid of both
smaller teams so that's a hybrid of both so we just covered how researchers fit
so we just covered how researchers fit
so we just covered how researchers fit into different team structures the
into different team structures the
into different team structures the embedded model and the Consulting model
embedded model and the Consulting model
embedded model and the Consulting model and a hybrid model as well at the end of
and a hybrid model as well at the end of
and a hybrid model as well at the end of the day neither is better than the other
the day neither is better than the other
the day neither is better than the other just whatever team prefers there are
just whatever team prefers there are
just whatever team prefers there are pros and cons to each so just make sure
pros and cons to each so just make sure
pros and cons to each so just make sure to collaborate cross functionally with
to collaborate cross functionally with
to collaborate cross functionally with your partners to get the birds D view of
your partners to get the birds D view of
your partners to get the birds D view of your entire user experience so you're
your entire user experience so you're
your entire user experience so you're learning ux research backpack on your
learning ux research backpack on your
learning ux research backpack on your back books in hand you're learning
back books in hand you're learning
back books in hand you're learning different types of methods reading Steve
different types of methods reading Steve
different types of methods reading Steve Krug reading Neilon Norman articles and
Krug reading Neilon Norman articles and
Krug reading Neilon Norman articles and then you come across different terms for
then you come across different terms for
then you come across different terms for types of
types of
types of research generative formative strategic
research generative formative strategic
research generative formative strategic and then you come across evitative
and then you come across evitative
and then you come across evitative foundational summative exploratory
foundational summative exploratory
foundational summative exploratory tactical need funding have
suck when I first started learning ux
suck when I first started learning ux research I was like what the heck I read
research I was like what the heck I read
research I was like what the heck I read multiple articles on these terms so many
multiple articles on these terms so many
multiple articles on these terms so many times and I still confused how to do
times and I still confused how to do
times and I still confused how to do generative research how to do
generative research how to do
generative research how to do foundational research how to do
foundational research how to do
foundational research how to do Discovery research and I'm like the meat
Discovery research and I'm like the meat
Discovery research and I'm like the meat of the Articles they all talk about the
of the Articles they all talk about the
of the Articles they all talk about the same thing but all called it something
same thing but all called it something
same thing but all called it something different so I was like what am I
different so I was like what am I
different so I was like what am I missing something here what what's the
missing something here what what's the
missing something here what what's the difference and I kept trying to
difference and I kept trying to
difference and I kept trying to reconcile the differences I'm like they
reconcile the differences I'm like they
reconcile the differences I'm like they have to be different because they're
have to be different because they're
have to be different because they're called different names right and so
called different names right and so
called different names right and so today I'm going to Define these terms
today I'm going to Define these terms
today I'm going to Define these terms once and for all so that you don't have
once and for all so that you don't have
once and for all so that you don't have to struggle the way I did trying to
to struggle the way I did trying to
to struggle the way I did trying to reconcile the differences between these
reconcile the differences between these
reconcile the differences between these terms and I'm going to show you how they
terms and I'm going to show you how they
terms and I'm going to show you how they fit into the product development process
fit into the product development process
fit into the product development process why they're different at what stage do
why they're different at what stage do
why they're different at what stage do you do some of these research and oh
you do some of these research and oh
you do some of these research and oh yeah we're also going to learn about the
yeah we're also going to learn about the
yeah we're also going to learn about the product development process and then
product development process and then
product development process and then I'll Define all the different types of
I'll Define all the different types of
I'll Define all the different types of research along each phase of the
research along each phase of the
research along each phase of the development process all right so taking
development process all right so taking
development process all right so taking a look at this slide we're going to
a look at this slide we're going to
a look at this slide we're going to start with a development process that
start with a development process that
start with a development process that has no business model there's we start
has no business model there's we start
has no business model there's we start at zero we identify a problem or an
at zero we identify a problem or an
at zero we identify a problem or an opportunity anytime there's a problem is
opportunity anytime there's a problem is
opportunity anytime there's a problem is also an
also an
also an opportunity and then once we do some
opportunity and then once we do some
opportunity and then once we do some research generate some ideas we're going
research generate some ideas we're going
research generate some ideas we're going to start testing Concepts we're going to
to start testing Concepts we're going to
to start testing Concepts we're going to have Concepts in mind
have Concepts in mind
have Concepts in mind we have at this point Concepts so
we have at this point Concepts so
we have at this point Concepts so they're unvalidated business model and
they're unvalidated business model and
they're unvalidated business model and at every step of the way we're going to
at every step of the way we're going to
at every step of the way we're going to do research research is crucial research
do research research is crucial research
do research research is crucial research is the Keystone for every single step of
is the Keystone for every single step of
is the Keystone for every single step of this process and once we test these
this process and once we test these
this process and once we test these Concepts we're going to have start we're
Concepts we're going to have start we're
Concepts we're going to have start we're going to start solutioning once we have
going to start solutioning once we have
going to start solutioning once we have Sol Solutions we're going to evaluate
Sol Solutions we're going to evaluate
Sol Solutions we're going to evaluate them and test them out the ones that
them and test them out the ones that
them and test them out the ones that make sense we're going to start actually
make sense we're going to start actually
make sense we're going to start actually deciding on those and test that scale
deciding on those and test that scale
deciding on those and test that scale and showing the business value of that
and showing the business value of that
and showing the business value of that uh development
uh development
uh development therefore we're going to have a
therefore we're going to have a
therefore we're going to have a validated business model does it make
validated business model does it make
validated business model does it make sense to users does it make sense to the
sense to users does it make sense to the
sense to users does it make sense to the business if so we're going to decide on
business if so we're going to decide on
business if so we're going to decide on that ship it get feedback by doing
that ship it get feedback by doing
that ship it get feedback by doing research iterate at every one of these
research iterate at every one of these
research iterate at every one of these steps eventually going to Market
steps eventually going to Market
steps eventually going to Market launching it right and once you launch
launching it right and once you launch
launching it right and once you launch we're not done yet once we launch we
we're not done yet once we launch we
we're not done yet once we launch we still have to evaluate this ass
still have to evaluate this ass
still have to evaluate this ass summative research which I'll explain
summative research which I'll explain
summative research which I'll explain but once you launch you're going to want
but once you launch you're going to want
but once you launch you're going to want to measure what is going on in the real
to measure what is going on in the real
to measure what is going on in the real world scale is it meeting user needs
world scale is it meeting user needs
world scale is it meeting user needs what are the uh reviews people are
what are the uh reviews people are
what are the uh reviews people are leaving and then can we get reach out to
leaving and then can we get reach out to
leaving and then can we get reach out to into new
into new
into new markets and I've separated this
markets and I've separated this
markets and I've separated this development process into two main
development process into two main
development process into two main buckets of research foundational SL
buckets of research foundational SL
buckets of research foundational SL generative research and then evaluative
generative research and then evaluative
generative research and then evaluative research coming down here in the map we
research coming down here in the map we
research coming down here in the map we identify a need some user need or
identify a need some user need or
identify a need some user need or business need Define what it is that
business need Define what it is that
business need Define what it is that makes this project or product successful
makes this project or product successful
makes this project or product successful start learning about our users
start learning about our users
start learning about our users understanding deep dive into our users
understanding deep dive into our users
understanding deep dive into our users what that existing Market looks like
what that existing Market looks like
what that existing Market looks like what about our competitors what are they
what about our competitors what are they
what about our competitors what are they doing what's that problem space look
doing what's that problem space look
doing what's that problem space look like we're going to start brainstorming
like we're going to start brainstorming
like we're going to start brainstorming ideas and this product Vision we're
ideas and this product Vision we're
ideas and this product Vision we're going to learn more in module three of
going to learn more in module three of
going to learn more in module three of how to craft a ux strategy and product
how to craft a ux strategy and product
how to craft a ux strategy and product Vision as part of that and then we're
Vision as part of that and then we're
Vision as part of that and then we're going to have Define those business
going to have Define those business
going to have Define those business values and then you're going to see
values and then you're going to see
values and then you're going to see these diamonds now if you learned Double
these diamonds now if you learned Double
these diamonds now if you learned Double Diamond from Ideo well you can do Double
Diamond from Ideo well you can do Double
Diamond from Ideo well you can do Double Diamond but in reality you're doing
Diamond but in reality you're doing
Diamond but in reality you're doing triple diamonds quadruple diamonds
triple diamonds quadruple diamonds
triple diamonds quadruple diamonds quintuple diamonds you know the process
quintuple diamonds you know the process
quintuple diamonds you know the process really depends on your team your product
really depends on your team your product
really depends on your team your product your launch your deadlines and
your launch your deadlines and
your launch your deadlines and everything else and each one of these
everything else and each one of these
everything else and each one of these steps research is involved every one of
steps research is involved every one of
steps research is involved every one of the steps measure learn pivot getting
the steps measure learn pivot getting
the steps measure learn pivot getting feedback new ideas building getting
feedback new ideas building getting
feedback new ideas building getting feedback iterating new ideas mean
feedback iterating new ideas mean
feedback iterating new ideas mean iterating decide getting feedback
iterating decide getting feedback
iterating decide getting feedback shipping so every single step research
shipping so every single step research
shipping so every single step research is involved now
is involved now
is involved now with that in mind this is the product
with that in mind this is the product
with that in mind this is the product development process let's talk about the
development process let's talk about the
development process let's talk about the types of research now bucket types of
types of research now bucket types of
types of research now bucket types of research into two main ones see the card
research into two main ones see the card
research into two main ones see the card sorting right there the first is
sorting right there the first is
sorting right there the first is strategic research which is the same
strategic research which is the same
strategic research which is the same thing as foundational generative
thing as foundational generative
thing as foundational generative exploratory neat finding path Ling
exploratory neat finding path Ling
exploratory neat finding path Ling Discovery all the same they have so many
Discovery all the same they have so many
Discovery all the same they have so many different names this is what I was so
different names this is what I was so
different names this is what I was so confused about on the other hand we have
confused about on the other hand we have
confused about on the other hand we have tactical research AKA evaluative
tactical research AKA evaluative
tactical research AKA evaluative research same term now evaluative
research same term now evaluative
research same term now evaluative research has two kinds formative and
research has two kinds formative and
research has two kinds formative and summative uh strategic research focus on
summative uh strategic research focus on
summative uh strategic research focus on on a big picture long-term adaptive
on a big picture long-term adaptive
on a big picture long-term adaptive goals it's exploratory in nature and
goals it's exploratory in nature and
goals it's exploratory in nature and this use this type of research usually
this use this type of research usually
this use this type of research usually includes understanding who your users
includes understanding who your users
includes understanding who your users are building an understanding of
are building an understanding of
are building an understanding of something it could be your user Behavior
something it could be your user Behavior
something it could be your user Behavior Market opportunities sentiment U
Market opportunities sentiment U
Market opportunities sentiment U motivations it is used as the foundation
motivations it is used as the foundation
motivations it is used as the foundation of everything else on the other hand
of everything else on the other hand
of everything else on the other hand tactical research is more of that
tactical research is more of that
tactical research is more of that nitty-gritty stuff it's the
nitty-gritty stuff it's the
nitty-gritty stuff it's the implementation of design specific design
implementation of design specific design
implementation of design specific design recommendations that all serve to
recommendations that all serve to
recommendations that all serve to achieve the overall product or business
achieve the overall product or business
achieve the overall product or business strategy and these this is what we know
strategy and these this is what we know
strategy and these this is what we know as usability testing AB testing um where
as usability testing AB testing um where
as usability testing AB testing um where we have prototypes we're designing and
we have prototypes we're designing and
we have prototypes we're designing and we're evaluating these Concepts
we're evaluating these Concepts
we're evaluating these Concepts foundational research as I mentioned so
foundational research as I mentioned so
foundational research as I mentioned so many different names this is focused on
many different names this is focused on
many different names this is focused on exploring that topic or problem that
exploring that topic or problem that
exploring that topic or problem that hasn't been
hasn't been
hasn't been identified it's foundational because
identified it's foundational because
identified it's foundational because you're building up the foundation of
you're building up the foundation of
you're building up the foundation of knowledge on your
knowledge on your
knowledge on your users our users don't tell us what the
users our users don't tell us what the
users our users don't tell us what the problems are it's our job to synthesize
problems are it's our job to synthesize
problems are it's our job to synthesize and spot those problems through research
and spot those problems through research
and spot those problems through research and we can do them by interviews
and we can do them by interviews
and we can do them by interviews contextual inquiries observing what
contextual inquiries observing what
contextual inquiries observing what people do when where why
people do when where why
people do when where why how evaluative research is testing an
how evaluative research is testing an
how evaluative research is testing an idea concept or prototype with the
idea concept or prototype with the
idea concept or prototype with the purpose of improving an existing idea so
purpose of improving an existing idea so
purpose of improving an existing idea so we're trying to see what works what
we're trying to see what works what
we're trying to see what works what doesn't and why in module 7 we'll talk
doesn't and why in module 7 we'll talk
doesn't and why in module 7 we'll talk about something I dub the research death
about something I dub the research death
about something I dub the research death spiral the Tactical research death
spiral the Tactical research death
spiral the Tactical research death spiral which I've given talks at
spiral which I've given talks at
spiral which I've given talks at conferences several times on now let's
conferences several times on now let's
conferences several times on now let's break that down evaluative research
break that down evaluative research
break that down evaluative research there's two types there's formative
there's two types there's formative
there's two types there's formative research and then there's summative
research and then there's summative
research and then there's summative research formative research is what we
research formative research is what we
research formative research is what we know usually as evaluative research so
know usually as evaluative research so
know usually as evaluative research so like usability testing euristic
like usability testing euristic
like usability testing euristic evaluations this kind of research we do
evaluations this kind of research we do
evaluations this kind of research we do often in
often in
often in early all right so when we talk about
early all right so when we talk about
early all right so when we talk about tactical eval of research usually we're
tactical eval of research usually we're
tactical eval of research usually we're referring to formative research
referring to formative research
referring to formative research formative usability testing summative
formative usability testing summative
formative usability testing summative evaluation focuses on the overall
evaluation focuses on the overall
evaluation focuses on the overall experience usually this is quantitative
experience usually this is quantitative
experience usually this is quantitative like once you launch something and see
like once you launch something and see
like once you launch something and see how it performs in the real world now we
how it performs in the real world now we
how it performs in the real world now we have data now we have users using our
have data now we have users using our
have data now we have users using our product we can actually track things so
product we can actually track things so
product we can actually track things so we might track things like like metrics
we might track things like like metrics
we might track things like like metrics different metrics sentiment satisfaction
different metrics sentiment satisfaction
different metrics sentiment satisfaction NPS whatever we Define as our success
NPS whatever we Define as our success
NPS whatever we Define as our success metrics H there is one more worth
metrics H there is one more worth
metrics H there is one more worth mentioning this is called concept
mentioning this is called concept
mentioning this is called concept testing uh or you might hear it being
testing uh or you might hear it being
testing uh or you might hear it being called concept validation what is
called concept validation what is
called concept validation what is concept testing is to see if an idea
concept testing is to see if an idea
concept testing is to see if an idea resonates with users to validate or
resonates with users to validate or
resonates with users to validate or invalidate Solutions or to see if the
invalidate Solutions or to see if the
invalidate Solutions or to see if the idea is valuable or not to find a
idea is valuable or not to find a
idea is valuable or not to find a product Market
product Market
product Market fit Now concept testing
fit Now concept testing
fit Now concept testing it it has been really confusing to me
it it has been really confusing to me
it it has been really confusing to me because I thought it was a method at
because I thought it was a method at
because I thought it was a method at first concept testing itself is not a
first concept testing itself is not a
first concept testing itself is not a method or it's not a
method or it's not a
method or it's not a methodology and teams might call it
methodology and teams might call it
methodology and teams might call it validation now this slight Nuance is
validation now this slight Nuance is
validation now this slight Nuance is very biased okay when teams try and ask
very biased okay when teams try and ask
very biased okay when teams try and ask you to validate something they're trying
you to validate something they're trying
you to validate something they're trying to tell you go find out how to make this
to tell you go find out how to make this
to tell you go find out how to make this work that's biased our job is to do both
work that's biased our job is to do both
work that's biased our job is to do both it's what works and what doesn't work
it's what works and what doesn't work
it's what works and what doesn't work our goal should also be not just to
our goal should also be not just to
our goal should also be not just to validate but to invalidate Concepts and
validate but to invalidate Concepts and
validate but to invalidate Concepts and that's something no one taught me but
that's something no one taught me but
that's something no one taught me but now I know it's not just validation it's
now I know it's not just validation it's
now I know it's not just validation it's invalidation concept testing looks to
invalidation concept testing looks to
invalidation concept testing looks to answer these kind of questions do users
answer these kind of questions do users
answer these kind of questions do users care about this idea what works what
care about this idea what works what
care about this idea what works what doesn't
doesn't
doesn't work you might run concept testing after
work you might run concept testing after
work you might run concept testing after you come up with ideas after ideation
you come up with ideas after ideation
you come up with ideas after ideation Sprints that are based off of research
Sprints that are based off of research
Sprints that are based off of research um or you can just still test prototypes
um or you can just still test prototypes
um or you can just still test prototypes based on assumptions or best practice
based on assumptions or best practice
based on assumptions or best practice practices how can you concept test well
practices how can you concept test well
practices how can you concept test well like I mentioned it's not any one method
like I mentioned it's not any one method
like I mentioned it's not any one method so you can use any kind of method to
so you can use any kind of method to
so you can use any kind of method to test your Concepts depending on what
test your Concepts depending on what
test your Concepts depending on what your goals are you can do surveys
your goals are you can do surveys
your goals are you can do surveys interviews focus groups participatory
interviews focus groups participatory
interviews focus groups participatory design usability testing uh just be sure
design usability testing uh just be sure
design usability testing uh just be sure to be clear on your goals if it's just
to be clear on your goals if it's just
to be clear on your goals if it's just an idea you shouldn't care about the
an idea you shouldn't care about the
an idea you shouldn't care about the usability just yet just whether the idea
usability just yet just whether the idea
usability just yet just whether the idea works or not that's the purpose of
works or not that's the purpose of
works or not that's the purpose of concept testing don't usability test it
concept testing don't usability test it
concept testing don't usability test it it doesn't matter if people can use it
it doesn't matter if people can use it
it doesn't matter if people can use it or not at this point it's just is it
or not at this point it's just is it
or not at this point it's just is it valuable or not and it can also just be
valuable or not and it can also just be
valuable or not and it can also just be an idea at this point right you don't
an idea at this point right you don't
an idea at this point right you don't need prototypes for concept testing you
need prototypes for concept testing you
need prototypes for concept testing you could just tell people what you have in
could just tell people what you have in
could just tell people what you have in mind or you can ask people what they've
mind or you can ask people what they've
mind or you can ask people what they've done in the past here's the map of all
done in the past here's the map of all
done in the past here's the map of all the different types of research and now
the different types of research and now
the different types of research and now I've added concept
I've added concept
I've added concept testing now we're almost done with this
testing now we're almost done with this
testing now we're almost done with this what term should you use I would say use
what term should you use I would say use
what term should you use I would say use whatever term your team is already using
whatever term your team is already using
whatever term your team is already using right now for Simplicity sake when you
right now for Simplicity sake when you
right now for Simplicity sake when you speak with leadership you know like
speak with leadership you know like
speak with leadership you know like directors or VPS I prefer to use the
directors or VPS I prefer to use the
directors or VPS I prefer to use the word strategic and tactical research it
word strategic and tactical research it
word strategic and tactical research it just sounds more busy now on the other
just sounds more busy now on the other
just sounds more busy now on the other hand you're speaking of product teams
hand you're speaking of product teams
hand you're speaking of product teams you might use the words generative or
you might use the words generative or
you might use the words generative or evaluative research you don't want to
evaluative research you don't want to
evaluative research you don't want to confuse everybody so just stick with
confuse everybody so just stick with
confuse everybody so just stick with what your team's already using pick one
what your team's already using pick one
what your team's already using pick one and stick with it now we learned the
and stick with it now we learned the
and stick with it now we learned the different types of research their
different types of research their
different types of research their definitions and how they fit into the
definitions and how they fit into the
definitions and how they fit into the product development process and now we
product development process and now we
product development process and now we don't have to be all confused with these
don't have to be all confused with these
don't have to be all confused with these terms
terms
terms anymore we'll be using these
anymore we'll be using these
anymore we'll be using these terminologies throughout the course and
terminologies throughout the course and
terminologies throughout the course and Beyond in one episode of Hotel Hell
Beyond in one episode of Hotel Hell
Beyond in one episode of Hotel Hell Gordon Ramsey visits a hotel that's
Gordon Ramsey visits a hotel that's
Gordon Ramsey visits a hotel that's having troubles with their business the
having troubles with their business the
having troubles with their business the hotel manager and CEO were wondering why
hotel manager and CEO were wondering why
hotel manager and CEO were wondering why they were hemorrhaging money the guests
they were hemorrhaging money the guests
they were hemorrhaging money the guests complain that the rooms have mold that
complain that the rooms have mold that
complain that the rooms have mold that the beds are creaky and the hotel
the beds are creaky and the hotel
the beds are creaky and the hotel manager just blames the guests as being
manager just blames the guests as being
manager just blames the guests as being too needy Gordon Ramsay obviously in
too needy Gordon Ramsay obviously in
too needy Gordon Ramsay obviously in disbelief uh gathers the bunch of
disbelief uh gathers the bunch of
disbelief uh gathers the bunch of Executives the hotel executiv is in a
Executives the hotel executiv is in a
Executives the hotel executiv is in a room in a circle and asks them who is
room in a circle and asks them who is
room in a circle and asks them who is the most important person in the
the most important person in the
the most important person in the hotel and at that moment you on the TV
hotel and at that moment you on the TV
hotel and at that moment you on the TV you can literally see the faces of the
you can literally see the faces of the
you can literally see the faces of the entire Hotel staff they obviously hadn't
entire Hotel staff they obviously hadn't
entire Hotel staff they obviously hadn't thought about the guests they were so
thought about the guests they were so
thought about the guests they were so focused on increasing Revenue that they
focused on increasing Revenue that they
focused on increasing Revenue that they forgot to focus on the core problems I
forgot to focus on the core problems I
forgot to focus on the core problems I know I know how how could they forget
know I know how how could they forget
know I know how how could they forget that it's so obvious we're learning ux
that it's so obvious we're learning ux
that it's so obvious we're learning ux okay we're learning ux and being how how
okay we're learning ux and being how how
okay we're learning ux and being how how to be more user focus and use it first
to be more user focus and use it first
to be more user focus and use it first but this notion isn't obvious for many
but this notion isn't obvious for many
but this notion isn't obvious for many businesses I think things are changing
businesses I think things are changing
businesses I think things are changing for the better but in the thick of
for the better but in the thick of
for the better but in the thick of things you be surprised how many
things you be surprised how many
things you be surprised how many businesses forget about their customers
businesses forget about their customers
businesses forget about their customers now how do we make sure our investors
now how do we make sure our investors
now how do we make sure our investors are happy how do we make sure our staff
are happy how do we make sure our staff
are happy how do we make sure our staff are happy they forget about the users
are happy they forget about the users
are happy they forget about the users how do we shove ads in a more user
how do we shove ads in a more user
how do we shove ads in a more user centered way ads make money if we just
centered way ads make money if we just
centered way ads make money if we just shove it in a more userfriendly way
shove it in a more userfriendly way
shove it in a more userfriendly way that's good ux so that's good business
that's good ux so that's good business
that's good ux so that's good business right am I
right am I
right am I right hey editor Kevin here there's a
right hey editor Kevin here there's a
right hey editor Kevin here there's a camp of people who argue we must focus
camp of people who argue we must focus
camp of people who argue we must focus on the business needs first because hey
on the business needs first because hey
on the business needs first because hey whether we like it or not we live in a
whether we like it or not we live in a
whether we like it or not we live in a world where we serve our capitalistic
world where we serve our capitalistic
world where we serve our capitalistic overlords if we work for them they pay
overlords if we work for them they pay
overlords if we work for them they pay us that's why we have a job it's a good
us that's why we have a job it's a good
us that's why we have a job it's a good point but I think it's missing the point
point but I think it's missing the point
point but I think it's missing the point first I ask why is that the norm why
first I ask why is that the norm why
first I ask why is that the norm why should that be the norm I own a business
should that be the norm I own a business
should that be the norm I own a business and all I think about is you the
and all I think about is you the
and all I think about is you the Learners the people I serve and I want
Learners the people I serve and I want
Learners the people I serve and I want to teach and if I can get paid for my
to teach and if I can get paid for my
to teach and if I can get paid for my efforts amazing and a lot of small
efforts amazing and a lot of small
efforts amazing and a lot of small businesses focus a lot on those service
businesses focus a lot on those service
businesses focus a lot on those service to the customers when they become large
to the customers when they become large
to the customers when they become large somewhere along the way suboptimal
somewhere along the way suboptimal
somewhere along the way suboptimal structural incentives lead them to take
structural incentives lead them to take
structural incentives lead them to take shortcuts cut things where they
shortcuts cut things where they
shortcuts cut things where they shouldn't cut and large business bus
shouldn't cut and large business bus
shouldn't cut and large business bus fail too just because I'm not a billion
fail too just because I'm not a billion
fail too just because I'm not a billion dollar business doesn't mean billion
dollar business doesn't mean billion
dollar business doesn't mean billion dollar businesses don't
dollar businesses don't
dollar businesses don't fail
fail
fail why because they couldn't keep up with
why because they couldn't keep up with
why because they couldn't keep up with what their customer demands or needs are
what their customer demands or needs are
what their customer demands or needs are anyway why should ux researchers learn
anyway why should ux researchers learn
anyway why should ux researchers learn about business but first what is a
about business but first what is a
about business but first what is a business uh so let's look at the
business uh so let's look at the
business uh so let's look at the interwebs and look at a few definitions
interwebs and look at a few definitions
interwebs and look at a few definitions a person's regular occupation profession
a person's regular occupation profession
a person's regular occupation profession or trade an activity that someone's
or trade an activity that someone's
or trade an activity that someone's engaged in commercial operation or
engaged in commercial operation or
engaged in commercial operation or company what the heck are these
company what the heck are these
company what the heck are these definitions okay here's another one the
definitions okay here's another one the
definitions okay here's another one the goals of the business that might be
goals of the business that might be
goals of the business that might be getting a little closer to defining it
getting a little closer to defining it
getting a little closer to defining it the primary purpose of a business is to
the primary purpose of a business is to
the primary purpose of a business is to maximize profits for its owners or
maximize profits for its owners or
maximize profits for its owners or stakeholders while maintaining corporate
stakeholders while maintaining corporate
stakeholders while maintaining corporate social
social
social responsibility huh the primary goal is
responsibility huh the primary goal is
responsibility huh the primary goal is to maximize profits for his
to maximize profits for his
to maximize profits for his owners inste all right I'm not satisfied
owners inste all right I'm not satisfied
owners inste all right I'm not satisfied with any of those definitions especially
with any of those definitions especially
with any of those definitions especially the last one who even who wrote that
the last one who even who wrote that
the last one who even who wrote that let's let me share you a screen
let's let me share you a screen
let's let me share you a screen here's a traditional business thinking
here's a traditional business thinking
here's a traditional business thinking model where we have multiple problems
model where we have multiple problems
model where we have multiple problems and you try to come up with one solution
and you try to come up with one solution
and you try to come up with one solution here's what we do design thinking and a
here's what we do design thinking and a
here's what we do design thinking and a little bit more of systems thinking
little bit more of systems thinking
little bit more of systems thinking these days too we had to zoom out and
these days too we had to zoom out and
these days too we had to zoom out and think of systems as well which we cover
think of systems as well which we cover
think of systems as well which we cover in this class okay so design thinking we
in this class okay so design thinking we
in this class okay so design thinking we first understand the problem through
first understand the problem through
first understand the problem through abductive Divergent thinking you diverge
abductive Divergent thinking you diverge
abductive Divergent thinking you diverge first and then you identify multiple
first and then you identify multiple
first and then you identify multiple problems and then you converge upon
problems and then you converge upon
problems and then you converge upon unique Solutions not a oneid spit off
unique Solutions not a oneid spit off
unique Solutions not a oneid spit off solution in ux we do this process and
solution in ux we do this process and
solution in ux we do this process and tests our understanding we test our
tests our understanding we test our
tests our understanding we test our Solutions and we iterate and test those
Solutions and we iterate and test those
Solutions and we iterate and test those iterations okay we we know this as the
iterations okay we we know this as the
iterations okay we we know this as the Double Diamond approach so going back to
Double Diamond approach so going back to
Double Diamond approach so going back to our original question what is a business
our original question what is a business
our original question what is a business a business solves a problem solves a
a business solves a problem solves a
a business solves a problem solves a problem just like design design Sol
problem just like design design Sol
problem just like design design Sol solves a problem design for the sake of
solves a problem design for the sake of
solves a problem design for the sake of looking pretty is just art design in
looking pretty is just art design in
looking pretty is just art design in everyday life solves problems and
everyday life solves problems and
everyday life solves problems and businesses don't exist without customers
businesses don't exist without customers
businesses don't exist without customers unless it's a gym membership cuz you
unless it's a gym membership cuz you
unless it's a gym membership cuz you know you pay the gym membership you
know you pay the gym membership you
know you pay the gym membership you don't show up but they still make money
don't show up but they still make money
don't show up but they still make money knowing that you probably won't stick
knowing that you probably won't stick
knowing that you probably won't stick with your resolution after the New
with your resolution after the New
with your resolution after the New Year's unless all of you since you're
Year's unless all of you since you're
Year's unless all of you since you're bad at sh leaders you do but if you
bad at sh leaders you do but if you
bad at sh leaders you do but if you don't have customers you don't have a
don't have customers you don't have a
don't have customers you don't have a business so the next time people want to
business so the next time people want to
business so the next time people want to push customer problems to the side you
push customer problems to the side you
push customer problems to the side you remind them of this fact businesses
remind them of this fact businesses
remind them of this fact businesses exist because you have customers who
exist because you have customers who
exist because you have customers who believe in your solution and you're
believe in your solution and you're
believe in your solution and you're solving problems for them and if you
solving problems for them and if you
solving problems for them and if you forget about the users you lose your
forget about the users you lose your
forget about the users you lose your users and then you lose your business
users and then you lose your business
users and then you lose your business remind them of that
remind them of that
remind them of that fact ask any product managers what they
fact ask any product managers what they
fact ask any product managers what they do and a lot of them will tell you they
do and a lot of them will tell you they
do and a lot of them will tell you they have no idea what they're doing not for
have no idea what they're doing not for
have no idea what they're doing not for any reasons of incompetence but rather
any reasons of incompetence but rather
any reasons of incompetence but rather their job entails so much that they
their job entails so much that they
their job entails so much that they sometimes just go by a different name
sometimes just go by a different name
sometimes just go by a different name unofficially a mini CEO they're
unofficially a mini CEO they're
unofficially a mini CEO they're essentially CEOs of their own products
essentially CEOs of their own products
essentially CEOs of their own products and are more strategic in nature uh
and are more strategic in nature uh
and are more strategic in nature uh another role you might hear of is called
another role you might hear of is called
another role you might hear of is called the product owner product owners are
the product owner product owners are
the product owner product owners are more tactical do the day-to-day
more tactical do the day-to-day
more tactical do the day-to-day execution of the vision some product
execution of the vision some product
execution of the vision some product managers are also product owners but not
managers are also product owners but not
managers are also product owners but not all product owners are product managers
all product owners are product managers
all product owners are product managers if you're still f following Honestly
if you're still f following Honestly
if you're still f following Honestly though it has never affected my work
though it has never affected my work
though it has never affected my work what their title was nor does it really
what their title was nor does it really
what their title was nor does it really matter what their titles are called I
matter what their titles are called I
matter what their titles are called I just involved them all in the process I
just involved them all in the process I
just involved them all in the process I mean just look at our own titles ux
mean just look at our own titles ux
mean just look at our own titles ux researcher experience researcher design
researcher experience researcher design
researcher experience researcher design researcher product researcher user
researcher product researcher user
researcher product researcher user researcher ux researcher Etc you you get
researcher ux researcher Etc you you get
researcher ux researcher Etc you you get the idea so for Simplicity sake I'm
the idea so for Simplicity sake I'm
the idea so for Simplicity sake I'm going to refer to uh product people that
going to refer to uh product people that
going to refer to uh product people that we work with as product managers or PM
we work with as product managers or PM
we work with as product managers or PM so what is product management according
so what is product management according
so what is product management according to a last's definition it's a function
to a last's definition it's a function
to a last's definition it's a function that guides every step of a product's
that guides every step of a product's
that guides every step of a product's life cycle from idea to development to
life cycle from idea to development to
life cycle from idea to development to execution to pricing kind of like
execution to pricing kind of like
execution to pricing kind of like conceiving a baby and raising it into
conceiving a baby and raising it into
conceiving a baby and raising it into adulthood of course you wouldn't put a
adulthood of course you wouldn't put a
adulthood of course you wouldn't put a price on your baby except the average
price on your baby except the average
price on your baby except the average cost of raising a baby in 20122 to the
cost of raising a baby in 20122 to the
cost of raising a baby in 20122 to the age of 18 is uh about
age of 18 is uh about
age of 18 is uh about $300,000 so you can cut a price on your
$300,000 so you can cut a price on your
$300,000 so you can cut a price on your baby product management is the
baby product management is the
baby product management is the intersection of Technology business and
intersection of Technology business and
intersection of Technology business and user experience PMS deal with a lot of
user experience PMS deal with a lot of
user experience PMS deal with a lot of opportunity sizing defining the vision
opportunity sizing defining the vision
opportunity sizing defining the vision of the product and getting their team
of the product and getting their team
of the product and getting their team aligned on it staying on top of uh
aligned on it staying on top of uh
aligned on it staying on top of uh marketing competitive Trends and
marketing competitive Trends and
marketing competitive Trends and prioritizing features you might be
prioritizing features you might be
prioritizing features you might be saying Hey Kevin that sounds a lot like
saying Hey Kevin that sounds a lot like
saying Hey Kevin that sounds a lot like what we do as user
what we do as user
what we do as user researchers and uh actually yes but the
researchers and uh actually yes but the
researchers and uh actually yes but the role of PM really differs from small to
role of PM really differs from small to
role of PM really differs from small to large companies at small companies they
large companies at small companies they
large companies at small companies they might be Hands-On talking to users
might be Hands-On talking to users
might be Hands-On talking to users prototyping and doing everything
prototyping and doing everything
prototyping and doing everything including what researchers and designers
including what researchers and designers
including what researchers and designers might do at larger companies they're
might do at larger companies they're
might do at larger companies they're going to be more
going to be more
going to be more specialized you know where design team
specialized you know where design team
specialized you know where design team does design research team does research
does design research team does research
does design research team does research and helps the product or kind of make
and helps the product or kind of make
and helps the product or kind of make that Vision come true as ux researchers
that Vision come true as ux researchers
that Vision come true as ux researchers we are trained in researcher PMS may or
we are trained in researcher PMS may or
we are trained in researcher PMS may or may not be so it's our job to make sure
may not be so it's our job to make sure
may not be so it's our job to make sure that the research we all do is valid and
that the research we all do is valid and
that the research we all do is valid and reliable if there's one book that will
reliable if there's one book that will
reliable if there's one book that will Encompass what it means to think like a
Encompass what it means to think like a
Encompass what it means to think like a product leader with business sense it is
product leader with business sense it is
product leader with business sense it is this one inspired by Marty Kagan how to
this one inspired by Marty Kagan how to
this one inspired by Marty Kagan how to create Tech products customers love it's
create Tech products customers love it's
create Tech products customers love it's about product management at the core
about product management at the core
about product management at the core it's written by product manager for
it's written by product manager for
it's written by product manager for product managers I can't say that their
product managers I can't say that their
product managers I can't say that their definition of user research is entirely
definition of user research is entirely
definition of user research is entirely accurate but this is a great book if you
accurate but this is a great book if you
accurate but this is a great book if you want to understand what it means to
want to understand what it means to
want to understand what it means to think like a product leader what you
think like a product leader what you
think like a product leader what you think how to think like a product
think how to think like a product
think how to think like a product manager so I definitely recommend this
manager so I definitely recommend this
manager so I definitely recommend this one if you want to get into the heads of
one if you want to get into the heads of
one if you want to get into the heads of how product managers think but the book
how product managers think but the book
how product managers think but the book you know is way more than just product
you know is way more than just product
you know is way more than just product management uh I can't recommend it
management uh I can't recommend it
management uh I can't recommend it highly
highly
highly enough not everything that counts can be
enough not everything that counts can be
enough not everything that counts can be counted and not everything that can be
counted and not everything that can be
counted and not everything that can be counted counts now I think this quote by
counted counts now I think this quote by
counted counts now I think this quote by Albert Einstein really Nails the fact
Albert Einstein really Nails the fact
Albert Einstein really Nails the fact that metrics aren't everything we try to
that metrics aren't everything we try to
that metrics aren't everything we try to count things when they don't even matter
count things when they don't even matter
count things when they don't even matter physicists have been trying to find an
physicists have been trying to find an
physicists have been trying to find an all-encompassing Grand unified theory of
all-encompassing Grand unified theory of
all-encompassing Grand unified theory of everything that attempts to explain all
everything that attempts to explain all
everything that attempts to explain all physical aspects of the universe with
physical aspects of the universe with
physical aspects of the universe with one equation but I think the closest
one equation but I think the closest
one equation but I think the closest they've gotten so far is super String
they've gotten so far is super String
they've gotten so far is super String Theory or M Theory which basically
Theory or M Theory which basically
Theory or M Theory which basically describes everything as made up as
describes everything as made up as
describes everything as made up as vibrating Springs and every vibration
vibrating Springs and every vibration
vibrating Springs and every vibration corresponds to a particular frequency
corresponds to a particular frequency
corresponds to a particular frequency which corresponds to a particular
which corresponds to a particular
which corresponds to a particular particle anyway like theoretical physics
particle anyway like theoretical physics
particle anyway like theoretical physics there isn't a grand unified ux metric
there isn't a grand unified ux metric
there isn't a grand unified ux metric but perhaps there is no need for one
but perhaps there is no need for one
but perhaps there is no need for one people you and me are too complex to be
people you and me are too complex to be
people you and me are too complex to be boiled down into one metric anyway we
boiled down into one metric anyway we
boiled down into one metric anyway we change Behavior based on social context
change Behavior based on social context
change Behavior based on social context our moods constantly shift having said
our moods constantly shift having said
our moods constantly shift having said that we operate in a business so we'll
that we operate in a business so we'll
that we operate in a business so we'll need measurements to help keep track of
need measurements to help keep track of
need measurements to help keep track of our progress however as in the title of
our progress however as in the title of
our progress however as in the title of this lesson measurements are not always
this lesson measurements are not always
this lesson measurements are not always the answer measurements are merely
the answer measurements are merely
the answer measurements are merely inputs and a way to minimize risk and
inputs and a way to minimize risk and
inputs and a way to minimize risk and companies by and large are all about
companies by and large are all about
companies by and large are all about minimizing risk don't believe me
minimizing risk don't believe me
minimizing risk don't believe me McKenzie Harvard Business review and
McKenzie Harvard Business review and
McKenzie Harvard Business review and others have all done studies on
others have all done studies on
others have all done studies on companies and found that companies are
companies and found that companies are
companies and found that companies are definitely more risk averse even if they
definitely more risk averse even if they
definitely more risk averse even if they say they like taking risks and if we
say they like taking risks and if we
say they like taking risks and if we only ever focused on minimizing risk we
only ever focused on minimizing risk we
only ever focused on minimizing risk we might miss out on bigger more Innovative
might miss out on bigger more Innovative
might miss out on bigger more Innovative opportunities we end up too focused on
opportunities we end up too focused on
opportunities we end up too focused on testing getting marginal incremental
testing getting marginal incremental
testing getting marginal incremental gains to make our investors happy and we
gains to make our investors happy and we
gains to make our investors happy and we forget to focus on the outcome for our
forget to focus on the outcome for our
forget to focus on the outcome for our users being two metrics Focus might
users being two metrics Focus might
users being two metrics Focus might actually take us off track literally I'm
actually take us off track literally I'm
actually take us off track literally I'm not even joking the kinds of
not even joking the kinds of
not even joking the kinds of conversations I hear at work are getting
conversations I hear at work are getting
conversations I hear at work are getting conversion rate from 1.2% to 1.3% in the
conversion rate from 1.2% to 1.3% in the
conversion rate from 1.2% to 1.3% in the next quarter it bores the hell out of me
next quarter it bores the hell out of me
next quarter it bores the hell out of me you don't have to measure everything
you don't have to measure everything
you don't have to measure everything okay focus on the user need and
okay focus on the user need and
okay focus on the user need and everything else will fall in line so
everything else will fall in line so
everything else will fall in line so remember to take a step back and ask
remember to take a step back and ask
remember to take a step back and ask yourself and your team why are we going
yourself and your team why are we going
yourself and your team why are we going to measure this what are we going to do
to measure this what are we going to do
to measure this what are we going to do with this information measure what
with this information measure what
with this information measure what counts measure what's important to
counts measure what's important to
counts measure what's important to driving strategy and I'll see you in the
driving strategy and I'll see you in the
driving strategy and I'll see you in the next
next
next lesson the product road map maps out how
lesson the product road map maps out how
lesson the product road map maps out how the product Vision will be carried out
the product Vision will be carried out
the product Vision will be carried out on a high level in the product road map
on a high level in the product road map
on a high level in the product road map it should include research activities to
it should include research activities to
it should include research activities to get us there and that's where the
get us there and that's where the
get us there and that's where the research Ro map comes in it's almost
research Ro map comes in it's almost
research Ro map comes in it's almost like a Rob Map within a ro map so in
like a Rob Map within a ro map so in
like a Rob Map within a ro map so in this I'll talk about what the research
this I'll talk about what the research
this I'll talk about what the research road map is what it's not how it's
road map is what it's not how it's
road map is what it's not how it's planned why have one and how to create
planned why have one and how to create
planned why have one and how to create one with an example that we'll do
one with an example that we'll do
one with an example that we'll do together what is it well a research road
together what is it well a research road
together what is it well a research road map it shows what research you need to
map it shows what research you need to
map it shows what research you need to do and when we don't go high level like
do and when we don't go high level like
do and when we don't go high level like product road maps so if you ask me
product road maps so if you ask me
product road maps so if you ask me honestly a research road map is just
honestly a research road map is just
honestly a research road map is just another word for research timeline when
another word for research timeline when
another word for research timeline when research happens annual road map pling
research happens annual road map pling
research happens annual road map pling happens during pumpkin spice latte
happens during pumpkin spice latte
happens during pumpkin spice latte season that's either Autumn and if
season that's either Autumn and if
season that's either Autumn and if you're in a Northern Hemisphere or
you're in a Northern Hemisphere or
you're in a Northern Hemisphere or spring flower blooming season if you're
spring flower blooming season if you're
spring flower blooming season if you're in a southern hemisphere in namaka land
in a southern hemisphere in namaka land
in a southern hemisphere in namaka land jok's side not really a joke uh room map
jok's side not really a joke uh room map
jok's side not really a joke uh room map planning usually happens quarterly or
planning usually happens quarterly or
planning usually happens quarterly or every 3 months but it's good practice to
every 3 months but it's good practice to
every 3 months but it's good practice to anticipate the future and think ahead
anticipate the future and think ahead
anticipate the future and think ahead too especially if you have foundational
too especially if you have foundational
too especially if you have foundational research you need to make time for
research you need to make time for
research you need to make time for however before we get too deep into the
however before we get too deep into the
however before we get too deep into the parochial nature of road map planning I
parochial nature of road map planning I
parochial nature of road map planning I want to tell you the expectations versus
want to tell you the expectations versus
want to tell you the expectations versus reality
reality
reality there's a saying for driving on the
there's a saying for driving on the
there's a saying for driving on the racetrack your eyes should look towards
racetrack your eyes should look towards
racetrack your eyes should look towards where you want your car to go for the
where you want your car to go for the
where you want your car to go for the next turn not right in front of you this
next turn not right in front of you this
next turn not right in front of you this helps Orient your car better but it's
helps Orient your car better but it's
helps Orient your car better but it's also useless to think about the next
also useless to think about the next
also useless to think about the next five turns if you haven't even finished
five turns if you haven't even finished
five turns if you haven't even finished a current one because how you enter the
a current one because how you enter the
a current one because how you enter the next turn depends on how well you exit
next turn depends on how well you exit
next turn depends on how well you exit from the previous turn got to carry that
from the previous turn got to carry that
from the previous turn got to carry that momentum don't just take it from me
momentum don't just take it from me
momentum don't just take it from me though I pose this question to the user
though I pose this question to the user
though I pose this question to the user research Collective group on Facebook
research Collective group on Facebook
research Collective group on Facebook does anyone ever stick to their
does anyone ever stick to their
does anyone ever stick to their timelines that they have planned
timelines that they have planned
timelines that they have planned overwhelmingly from the responses the
overwhelmingly from the responses the
overwhelmingly from the responses the answer is no no matter how far you try
answer is no no matter how far you try
answer is no no matter how far you try to plan out your road map it's an
to plan out your road map it's an
to plan out your road map it's an exercise in fertility or adaptability if
exercise in fertility or adaptability if
exercise in fertility or adaptability if you're more of an optimist in other
you're more of an optimist in other
you're more of an optimist in other words there's really low confidence for
words there's really low confidence for
words there's really low confidence for sticking to the RO map once you plan out
sticking to the RO map once you plan out
sticking to the RO map once you plan out Beyond three or 4 months many times we
Beyond three or 4 months many times we
Beyond three or 4 months many times we are asked to plan out two three even
are asked to plan out two three even
are asked to plan out two three even four quarters into the year the entire
four quarters into the year the entire
four quarters into the year the entire year
year
year realistically there's no way based on my
realistically there's no way based on my
realistically there's no way based on my experiences at many different companies
experiences at many different companies
experiences at many different companies at different projects over the past
at different projects over the past
at different projects over the past decade there's not been a time where
decade there's not been a time where
decade there's not been a time where I've been able to stick to those
I've been able to stick to those
I've been able to stick to those timelines Beyond a quarter there's no
timelines Beyond a quarter there's no
timelines Beyond a quarter there's no way we're going to stick to those
way we're going to stick to those
way we're going to stick to those timelines but that's okay if we only
timelines but that's okay if we only
timelines but that's okay if we only plann for the short term we'll be
plann for the short term we'll be
plann for the short term we'll be working very reactively it's okay to
working very reactively it's okay to
working very reactively it's okay to have a long-term Vision anticipate what
have a long-term Vision anticipate what
have a long-term Vision anticipate what needs to be done to Future proof
needs to be done to Future proof
needs to be done to Future proof yourselves even if you don't stick to
yourselves even if you don't stick to
yourselves even if you don't stick to the timeline at least we have a vision
the timeline at least we have a vision
the timeline at least we have a vision to reach for if the plan doesn't work
to reach for if the plan doesn't work
to reach for if the plan doesn't work change the plan not the goal that's
change the plan not the goal that's
change the plan not the goal that's adaptability just keep track of the work
adaptability just keep track of the work
adaptability just keep track of the work as you go and be sure to have an open
as you go and be sure to have an open
as you go and be sure to have an open mind for when new insights spark New
mind for when new insights spark New
mind for when new insights spark New Opportunities here's an example of what
Opportunities here's an example of what
Opportunities here's an example of what a research road map or timeline looks
a research road map or timeline looks
a research road map or timeline looks like month one project one month two Etc
like month one project one month two Etc
like month one project one month two Etc you're basically breaking down projects
you're basically breaking down projects
you're basically breaking down projects and you're putting them into a chart or
and you're putting them into a chart or
and you're putting them into a chart or Gant chart by month and you're going to
Gant chart by month and you're going to
Gant chart by month and you're going to break the months down by week and then
break the months down by week and then
break the months down by week and then you're going to go even more granular we
you're going to go even more granular we
you're going to go even more granular we also make or update one a research road
also make or update one a research road
also make or update one a research road map when new initiatives come about so
map when new initiatives come about so
map when new initiatives come about so you can prioritize and reprioritize
you can prioritize and reprioritize
you can prioritize and reprioritize current objectives to fit those in so
current objectives to fit those in so
current objectives to fit those in so that's what a road map looks like not
that's what a road map looks like not
that's what a road map looks like not rocket science what it's not on the
rocket science what it's not on the
rocket science what it's not on the other hand and that's important to point
other hand and that's important to point
other hand and that's important to point out what a research road map does not
out what a research road map does not
out what a research road map does not contain problems we don't include
contain problems we don't include
contain problems we don't include problems that are outside of ux like
problems that are outside of ux like
problems that are outside of ux like marketing engineer nearing customer
marketing engineer nearing customer
marketing engineer nearing customer support those aren't included because
support those aren't included because
support those aren't included because those teams have their own road maps
those teams have their own road maps
those teams have their own road maps it's strictly user research studies we
it's strictly user research studies we
it's strictly user research studies we have to worry about it that's not to say
have to worry about it that's not to say
have to worry about it that's not to say we won't collaborate with other teams
we won't collaborate with other teams
we won't collaborate with other teams but this helps us with our focus of
but this helps us with our focus of
but this helps us with our focus of course it's a discussion to have if
course it's a discussion to have if
course it's a discussion to have if you're going to do research on your
you're going to do research on your
you're going to do research on your target audience who are they Market
target audience who are they Market
target audience who are they Market sizing and whatever a lot of the overlap
sizing and whatever a lot of the overlap
sizing and whatever a lot of the overlap might happen with your market research
might happen with your market research
might happen with your market research team as well that's a discussion to have
team as well that's a discussion to have
team as well that's a discussion to have you might have some copy message
you might have some copy message
you might have some copy message does this resonate with your target
does this resonate with your target
does this resonate with your target audience you know again marketing or
audience you know again marketing or
audience you know again marketing or your ux copywriters so always good to uh
your ux copywriters so always good to uh
your ux copywriters so always good to uh discuss up your team and why have a
discuss up your team and why have a
discuss up your team and why have a research road map why is it important
research road map why is it important
research road map why is it important the benefits of having a research road
the benefits of having a research road
the benefits of having a research road map are that we are creating a shared
map are that we are creating a shared
map are that we are creating a shared understanding of the research process
understanding of the research process
understanding of the research process itself we get alignment on priorities
itself we get alignment on priorities
itself we get alignment on priorities unveil why research is done at certain
unveil why research is done at certain
unveil why research is done at certain points it can itself can be an
points it can itself can be an
points it can itself can be an educational tool for your stakeholders
educational tool for your stakeholders
educational tool for your stakeholders and we can get a bird's eye view of what
and we can get a bird's eye view of what
and we can get a bird's eye view of what kind of research you and your team does
kind of research you and your team does
kind of research you and your team does most often we can figure out hey you
most often we can figure out hey you
most often we can figure out hey you know what we spend a lot of time on
know what we spend a lot of time on
know what we spend a lot of time on Fixit testing can how can we get ahead
Fixit testing can how can we get ahead
Fixit testing can how can we get ahead of that type of testing make more time
of that type of testing make more time
of that type of testing make more time carve more time out for foundational
carve more time out for foundational
carve more time out for foundational research and we can use this information
research and we can use this information
research and we can use this information for improving our own research practice
for improving our own research practice
for improving our own research practice the research road map isn't just about
the research road map isn't just about
the research road map isn't just about here's what we need to do here's what we
here's what we need to do here's what we
here's what we need to do here's what we need to do when but you can kind of look
need to do when but you can kind of look
need to do when but you can kind of look at it as a a tracking tool for your
at it as a a tracking tool for your
at it as a a tracking tool for your research practice oh it looks like on
research practice oh it looks like on
research practice oh it looks like on this road map everything is usability
this road map everything is usability
this road map everything is usability testing is that where our efforts are
testing is that where our efforts are
testing is that where our efforts are most valuable sure we got to do some
most valuable sure we got to do some
most valuable sure we got to do some usability testing but what about the big
usability testing but what about the big
usability testing but what about the big questions where do those fit in and that
questions where do those fit in and that
questions where do those fit in and that can help spark some discussion let's
can help spark some discussion let's
can help spark some discussion let's talk about the steps to creating our own
talk about the steps to creating our own
talk about the steps to creating our own research road map we'll try and exercise
research road map we'll try and exercise
research road map we'll try and exercise together let's make one together let's
together let's make one together let's
together let's make one together let's practice making a research road map
practice making a research road map
practice making a research road map together so let's pretend that we're
together so let's pretend that we're
together so let's pretend that we're badass ux researchers in our team and
badass ux researchers in our team and
badass ux researchers in our team and we're doing quarterly planning fun uh so
we're doing quarterly planning fun uh so
we're doing quarterly planning fun uh so we're going to plan the next 3 months or
we're going to plan the next 3 months or
we're going to plan the next 3 months or about 13ish weeks uh some months have
about 13ish weeks uh some months have
about 13ish weeks uh some months have four weeks some have five I don't know
four weeks some have five I don't know
four weeks some have five I don't know what let's just plan 12 to 13 weeks
what let's just plan 12 to 13 weeks
what let's just plan 12 to 13 weeks let's
let's
let's pretend that we've spoken to our
pretend that we've spoken to our
pretend that we've spoken to our stakeholders learned what projects need
stakeholders learned what projects need
stakeholders learned what projects need to be done and their priorities and
to be done and their priorities and
to be done and their priorities and we're prepared to write up our
we're prepared to write up our
we're prepared to write up our timeline okay so let's say that we have
timeline okay so let's say that we have
timeline okay so let's say that we have two projects going on for the next 3
two projects going on for the next 3
two projects going on for the next 3 months so far project one let's say that
months so far project one let's say that
months so far project one let's say that there is a major priority foundational
there is a major priority foundational
there is a major priority foundational study okay uh we're trying to understand
study okay uh we're trying to understand
study okay uh we're trying to understand a segment of our customer base better to
a segment of our customer base better to
a segment of our customer base better to build something for them right try to
build something for them right try to
build something for them right try to understand their unmet needs and build a
understand their unmet needs and build a
understand their unmet needs and build a product for them uh and assume that we
product for them uh and assume that we
product for them uh and assume that we haven't built anything yet but that's
haven't built anything yet but that's
haven't built anything yet but that's the plan project two let's say the team
the plan project two let's say the team
the plan project two let's say the team is currently iterating on an existing
is currently iterating on an existing
is currently iterating on an existing feature okay so something that is
feature okay so something that is
feature okay so something that is already live but wants to test it before
already live but wants to test it before
already live but wants to test it before the launch and the launch is going to
the launch and the launch is going to
the launch and the launch is going to happen in 3 months okay so we got a bit
happen in 3 months okay so we got a bit
happen in 3 months okay so we got a bit of time for that the team says and they
of time for that the team says and they
of time for that the team says and they even said themselves it's not the
even said themselves it's not the
even said themselves it's not the largest priority at this moment but they
largest priority at this moment but they
largest priority at this moment but they still need it eventually okay so uh in
still need it eventually okay so uh in
still need it eventually okay so uh in summary we have one high priority
summary we have one high priority
summary we have one high priority project and I would say this is a lower
project and I would say this is a lower
project and I would say this is a lower priority project in real life you're
priority project in real life you're
priority project in real life you're probably going to have more projects
probably going to have more projects
probably going to have more projects than two projects per quarter okay but I
than two projects per quarter okay but I
than two projects per quarter okay but I just wanted to keep it simple for the
just wanted to keep it simple for the
just wanted to keep it simple for the sake of example all right so I suggest
sake of example all right so I suggest
sake of example all right so I suggest planning your road mapap starting with
planning your road mapap starting with
planning your road mapap starting with the highest priority projects so let's
the highest priority projects so let's
the highest priority projects so let's start off with project one and let's you
start off with project one and let's you
start off with project one and let's you know uh I color coded it in purple I
know uh I color coded it in purple I
know uh I color coded it in purple I like to color code but you don't have to
like to color code but you don't have to
like to color code but you don't have to let's say that we learned about it in
let's say that we learned about it in
let's say that we learned about it in the product planning meeting but now we
the product planning meeting but now we
the product planning meeting but now we have to figure out the research details
have to figure out the research details
have to figure out the research details okay we just know that the project is
okay we just know that the project is
okay we just know that the project is needed but we haven't talked about the
needed but we haven't talked about the
needed but we haven't talked about the project at all
project at all
project at all yet over here in this different sheet I
yet over here in this different sheet I
yet over here in this different sheet I have the RO map uh now I've I have
have the RO map uh now I've I have
have the RO map uh now I've I have visualized it into month one month two
visualized it into month one month two
visualized it into month one month two and month three over here and I've
and month three over here and I've
and month three over here and I've broken it down into weeks I assume each
broken it down into weeks I assume each
broken it down into weeks I assume each month has four weeks I know sometimes
month has four weeks I know sometimes
month has four weeks I know sometimes they have five but whatever just keeping
they have five but whatever just keeping
they have five but whatever just keeping it simple here for example okay so let's
it simple here for example okay so let's
it simple here for example okay so let's start with project one let's just the
start with project one let's just the
start with project one let's just the only thing about project one and by the
only thing about project one and by the
only thing about project one and by the way your timeline might vary based on
way your timeline might vary based on
way your timeline might vary based on conversations you have with your
conversations you have with your
conversations you have with your stakeholders so it's actually best to
stakeholders so it's actually best to
stakeholders so it's actually best to play in your road map after having a
play in your road map after having a
play in your road map after having a kickoff meeting um but in this case
kickoff meeting um but in this case
kickoff meeting um but in this case we're going to plan that into our road
we're going to plan that into our road
we're going to plan that into our road map
map
map too so let's get that going as soon as
too so let's get that going as soon as
too so let's get that going as soon as possible preferably week one of month
possible preferably week one of month
possible preferably week one of month one so let's say the kickoff so re
one so let's say the kickoff so re
one so let's say the kickoff so re project one
project one
project one kickoff let's make it
kickoff let's make it
kickoff let's make it purple happens in week one what else
purple happens in week one what else
purple happens in week one what else happens in week one maybe some secondary
happens in week one maybe some secondary
happens in week one maybe some secondary desk
desk
desk research uh maybe we after the kickoff
research uh maybe we after the kickoff
research uh maybe we after the kickoff we understand who we need to recruit so
we understand who we need to recruit so
we understand who we need to recruit so we might even start recruiting for the
study okay and maybe start writing up
study okay and maybe start writing up the plan draft out research plan okay
the plan draft out research plan okay
the plan draft out research plan okay all of this week one and there's plenty
all of this week one and there's plenty
all of this week one and there's plenty of time to do all this in week
of time to do all this in week
of time to do all this in week one week
one week
one week two let me let me do the RP
two let me let me do the RP
two let me let me do the RP text okay week two I'll pretend we did
text okay week two I'll pretend we did
text okay week two I'll pretend we did enough planning and aligning with our
enough planning and aligning with our
enough planning and aligning with our team so we might want to do a dry run or
team so we might want to do a dry run or
team so we might want to do a dry run or a pilot study on week two pilot
a pilot study on week two pilot
a pilot study on week two pilot study and maybe maybe we're able to
study and maybe maybe we're able to
study and maybe maybe we're able to recruit someone for the study by then
recruit someone for the study by then
recruit someone for the study by then hopefully and uh-oh maybe recruiting
hopefully and uh-oh maybe recruiting
hopefully and uh-oh maybe recruiting takes a bit longer than we anticipate it
takes a bit longer than we anticipate it
takes a bit longer than we anticipate it which often often happens in real life
which often often happens in real life
which often often happens in real life uh so we can add some buffer time for it
uh so we can add some buffer time for it
uh so we can add some buffer time for it okay so maybe week two is like
okay so maybe week two is like
okay so maybe week two is like recruiting again right recruiting again
recruiting again right recruiting again
recruiting again right recruiting again um so I by the way I have laid it out
um so I by the way I have laid it out
um so I by the way I have laid it out this way you don't have to do this in
this way you don't have to do this in
this way you don't have to do this in fact I'm going to scroll down really
fact I'm going to scroll down really
fact I'm going to scroll down really quick because I've created a different
quick because I've created a different
quick because I've created a different type of
type of
type of visualization something that I actually
visualization something that I actually
visualization something that I actually Much More Much prefer it's kind of a
Much More Much prefer it's kind of a
Much More Much prefer it's kind of a calendar view right Monday Tuesday
calendar view right Monday Tuesday
calendar view right Monday Tuesday Wednesday Thursday Friday and let's
Wednesday Thursday Friday and let's
Wednesday Thursday Friday and let's assume you know like it's January 1st on
assume you know like it's January 1st on
assume you know like it's January 1st on a Sunday and then second third etc etc
a Sunday and then second third etc etc
a Sunday and then second third etc etc so this is how I like to have it so if
so this is how I like to have it so if
so this is how I like to have it so if you were to use this
you were to use this
you were to use this visualization it'd be like this project
visualization it'd be like this project
visualization it'd be like this project kickoff on
kickoff on
kickoff on Monday
Monday
Monday project kickoff oh my gosh can't type
project kickoff oh my gosh can't type
project kickoff oh my gosh can't type right now um project one kickoff let's
right now um project one kickoff let's
right now um project one kickoff let's you know make sure to designate that
you know make sure to designate that
you know make sure to designate that color code it
color code it
color code it again and then we might do some desk
again and then we might do some desk
again and then we might do some desk research on the same day cuz you don't
research on the same day cuz you don't
research on the same day cuz you don't you know your project kickoff isn't
you know your project kickoff isn't
you know your project kickoff isn't going to take the whole day all right
going to take the whole day all right
going to take the whole day all right kick off desk research maybe start PL
kick off desk research maybe start PL
kick off desk research maybe start PL drafting out your
drafting out your
drafting out your plan and
plan and
plan and recruit so yeah these things can happen
recruit so yeah these things can happen
recruit so yeah these things can happen first two
first two
first two days all right so like I said this helps
days all right so like I said this helps
days all right so like I said this helps me more to play my own research uh
me more to play my own research uh
me more to play my own research uh people don't really need to see when
people don't really need to see when
people don't really need to see when you're doing stuff to the te to like the
you're doing stuff to the te to like the
you're doing stuff to the te to like the exact day and stuff so sometimes you you
exact day and stuff so sometimes you you
exact day and stuff so sometimes you you could use kind of a more highle thing
could use kind of a more highle thing
could use kind of a more highle thing like oh this week we're going to do this
like oh this week we're going to do this
like oh this week we're going to do this activity generally um but if you want to
activity generally um but if you want to
activity generally um but if you want to break it down into days you could do
break it down into days you could do
break it down into days you could do that too by using this kind of
that too by using this kind of
that too by using this kind of visualization
visualization
visualization okay yeah so that's what I like to do
okay yeah so that's what I like to do
okay yeah so that's what I like to do but let's focus on this one for now but
but let's focus on this one for now but
but let's focus on this one for now but if you'd like this version uh let me
if you'd like this version uh let me
if you'd like this version uh let me know I actually like this one better
know I actually like this one better
know I actually like this one better cool so where are
cool so where are
cool so where are we all right so we're
we all right so we're
we all right so we're cting let's conduct a study so oh yeah
cting let's conduct a study so oh yeah
cting let's conduct a study so oh yeah let me back up project one we're trying
let me back up project one we're trying
let me back up project one we're trying to build a product so let's think ahead
to build a product so let's think ahead
to build a product so let's think ahead 3 months what do we want at the end of 3
3 months what do we want at the end of 3
3 months what do we want at the end of 3 months well preferably we learned that
months well preferably we learned that
months well preferably we learned that during the kickoff but I assume that
during the kickoff but I assume that
during the kickoff but I assume that we're going to start brainstorming
we're going to start brainstorming
we're going to start brainstorming developing an idea concept testing it
developing an idea concept testing it
developing an idea concept testing it and then iterating on that all within 3
and then iterating on that all within 3
and then iterating on that all within 3 months so this may move pretty quickly
months so this may move pretty quickly
months so this may move pretty quickly as you'll
as you'll
as you'll see all right cool week two Let's uh
see all right cool week two Let's uh
see all right cool week two Let's uh plan
recruit um oh yes what else pilot to
recruit um oh yes what else pilot to study let's say that um before we pilot
study let's say that um before we pilot
study let's say that um before we pilot this study we obviously would like to uh
this study we obviously would like to uh
this study we obviously would like to uh align
align
align or this also happens feedback on plan
or this also happens feedback on plan
or this also happens feedback on plan okay we also want to get the feedback
okay we also want to get the feedback
okay we also want to get the feedback from our stakeholders make sure they're
from our stakeholders make sure they're
from our stakeholders make sure they're aligned finalize the study plan you know
aligned finalize the study plan you know
aligned finalize the study plan you know hey you know what I know I'm going back
hey you know what I know I'm going back
hey you know what I know I'm going back and forth
and forth
and forth but this is real time baby this is real
but this is real time baby this is real
but this is real time baby this is real time
time
time planning okay finalize the study plan
planning okay finalize the study plan
planning okay finalize the study plan pilot the study recruit and keep on
pilot the study recruit and keep on
pilot the study recruit and keep on recruiting and if we recruit fast enough
recruiting and if we recruit fast enough
recruiting and if we recruit fast enough uh I actually prefer that we could maybe
uh I actually prefer that we could maybe
uh I actually prefer that we could maybe do a couple of sessions on week two if
do a couple of sessions on week two if
do a couple of sessions on week two if we could do
we could do
we could do that interviews or sessions let's not
that interviews or sessions let's not
that interviews or sessions let's not assume they're
assume they're
assume they're interviews uh I assume this interview
interviews uh I assume this interview
interviews uh I assume this interview cuz we're standing customer segments and
cuz we're standing customer segments and
cuz we're standing customer segments and their unmet needs so yeah whatever
their unmet needs so yeah whatever
their unmet needs so yeah whatever interview sessions it's going to happen
interview sessions it's going to happen
interview sessions it's going to happen I know you don't usually choose methods
I know you don't usually choose methods
I know you don't usually choose methods beforehand but you know if you're trying
beforehand but you know if you're trying
beforehand but you know if you're trying to understand customers you better
to understand customers you better
to understand customers you better interview them or that's definitely a
interview them or that's definitely a
interview them or that's definitely a method to
method to
method to use
use
use cool um all right conduct it conduct it
cool um all right conduct it conduct it
cool um all right conduct it conduct it maybe we do more sessions in you know
maybe we do more sessions in you know
maybe we do more sessions in you know this week too more sessions maybe we
this week too more sessions maybe we
this week too more sessions maybe we have a debrief meeting with our
have a debrief meeting with our
have a debrief meeting with our stakehold
stakehold
stakehold holders okay this is all project one
holders okay this is all project one
holders okay this is all project one everything in purple is Project
everything in purple is Project
everything in purple is Project one okay uh I'm just saying sessions
one okay uh I'm just saying sessions
one okay uh I'm just saying sessions might take 2 or 3 weeks I'm not sure but
might take 2 or 3 weeks I'm not sure but
might take 2 or 3 weeks I'm not sure but let's allow time for it as we're
let's allow time for it as we're
let's allow time for it as we're conducting we want to provide constant
conducting we want to provide constant
conducting we want to provide constant debriefs on what we're noticing after
debriefs on what we're noticing after
debriefs on what we're noticing after we're done conducting we'll have data
we're done conducting we'll have data
we're done conducting we'll have data okay so we'll need to spend some time
okay so we'll need to spend some time
okay so we'll need to spend some time synthesizing and analyzing
synthesizing and analyzing
synthesizing and analyzing data now maybe an analysis can happen on
data now maybe an analysis can happen on
data now maybe an analysis can happen on week three after you're done for your
week three after you're done for your
week three after you're done for your session
session
session maybe it bleeds into week four you know
maybe it bleeds into week four you know
maybe it bleeds into week four you know I like to give myself some time for
I like to give myself some time for
I like to give myself some time for analysis uh couple days at least and
analysis uh couple days at least and
analysis uh couple days at least and maybe you even have a co-synthesis
maybe you even have a co-synthesis
maybe you even have a co-synthesis session that you plan with your team
session that you plan with your team
session that you plan with your team what's a co-synthesis session I'll talk
what's a co-synthesis session I'll talk
what's a co-synthesis session I'll talk about more of that in a later module but
about more of that in a later module but
about more of that in a later module but essentially it's just doing analysis
essentially it's just doing analysis
essentially it's just doing analysis with your teammates together like a
with your teammates together like a
with your teammates together like a workshop and then set a date for the
workshop and then set a date for the
workshop and then set a date for the final readout I think if we had sessions
final readout I think if we had sessions
final readout I think if we had sessions on week two and
on week two and
on week two and three we could do analysis and have a
three we could do analysis and have a
three we could do analysis and have a readout by the end of week four so you
readout by the end of week four so you
readout by the end of week four so you know read out and hey you know what I'm
know read out and hey you know what I'm
know read out and hey you know what I'm I'm going pretty aggressive here all
I'm going pretty aggressive here all
I'm going pretty aggressive here all right some of you are like oh I'm done
right some of you are like oh I'm done
right some of you are like oh I'm done faster than that whatever you depends
faster than that whatever you depends
faster than that whatever you depends this is the best case scenario this the
this is the best case scenario this the
this is the best case scenario this the best case scenario maybe your readout is
best case scenario maybe your readout is
best case scenario maybe your readout is on week five that's okay too just be
on week five that's okay too just be
on week five that's okay too just be flexible you there's no way you can plan
flexible you there's no way you can plan
flexible you there's no way you can plan 3 months out in advance without
3 months out in advance without
3 months out in advance without encountering some kind of hiccups you it
encountering some kind of hiccups you it
encountering some kind of hiccups you it always happens your timel get extended
always happens your timel get extended
always happens your timel get extended that's all right that's all right it
that's all right that's all right it
that's all right that's all right it happens you just have to keep your
happens you just have to keep your
happens you just have to keep your stakeholders in the loop at all
stakeholders in the loop at all
stakeholders in the loop at all times
times
times okay now this is a foundational study
okay now this is a foundational study
okay now this is a foundational study remember since we're doing foundational
remember since we're doing foundational
remember since we're doing foundational research I anticipate needing to do some
research I anticipate needing to do some
research I anticipate needing to do some brainstorming sessions right ideation
brainstorming sessions right ideation
brainstorming sessions right ideation workshops uh with the team to take
workshops uh with the team to take
workshops uh with the team to take action on those foundational insights
action on those foundational insights
action on those foundational insights brainstorming solutions that we can
brainstorming solutions that we can
brainstorming solutions that we can concept test later so let's that let's
concept test later so let's that let's
concept test later so let's that let's add that in after the readout but hey
add that in after the readout but hey
add that in after the readout but hey you've done a hard you've done hard work
you've done a hard you've done hard work
you've done a hard you've done hard work for these past four weeks let's do the
for these past four weeks let's do the
for these past four weeks let's do the the workshop here right uh
the workshop here right uh
the workshop here right uh brainstorming brain storming ideation
brainstorming brain storming ideation
brainstorming brain storming ideation Workshop week
Workshop week
Workshop week five
okay okay wow look at that we've just
okay okay wow look at that we've just planned our timeline for our
planned our timeline for our
planned our timeline for our foundational
foundational
foundational study cheers so that puts us here week
study cheers so that puts us here week
study cheers so that puts us here week five week six um and you know what if it
five week six um and you know what if it
five week six um and you know what if it goes to week six I think that's still
goes to week six I think that's still
goes to week six I think that's still okay we're still good on time here now
okay we're still good on time here now
okay we're still good on time here now we will do the brainstorming session
we will do the brainstorming session
we will do the brainstorming session we're going to prioritize ideas and then
we're going to prioritize ideas and then
we're going to prioritize ideas and then you know concept test a few if we want
you know concept test a few if we want
you know concept test a few if we want to validate those findings with a larger
to validate those findings with a larger
to validate those findings with a larger scale study we might plan a survey also
scale study we might plan a survey also
scale study we might plan a survey also and that could take another few weeks to
and that could take another few weeks to
and that could take another few weeks to do depending on if we have to if we do
do depending on if we have to if we do
do depending on if we have to if we do the survey ourselves or if we're using a
the survey ourselves or if we're using a
the survey ourselves or if we're using a vendor so at this point the timeline can
vendor so at this point the timeline can
vendor so at this point the timeline can get a bit more
get a bit more
get a bit more cloudy for the sake of this timeline
cloudy for the sake of this timeline
cloudy for the sake of this timeline Let's Just Pretend We're Going mostly
Let's Just Pretend We're Going mostly
Let's Just Pretend We're Going mostly qualitative research okay but if you
qualitative research okay but if you
qualitative research okay but if you wanted to do quantitative research I
wanted to do quantitative research I
wanted to do quantitative research I personally like to do quantitative
personally like to do quantitative
personally like to do quantitative research after doing qualitative
research after doing qualitative
research after doing qualitative research because like after analysis uh
research because like after analysis uh
research because like after analysis uh if you really want to see to what extent
if you really want to see to what extent
if you really want to see to what extent customers out there feel your insights
customers out there feel your insights
customers out there feel your insights right I might do a survey like here
right I might do a survey like here
right I might do a survey like here right month
right month
right month two so I could run these in parallel
two so I could run these in parallel
two so I could run these in parallel right let's just put this in metallic
right let's just put this in metallic
right let's just put this in metallic survey and and surveys they take a long
survey and and surveys they take a long
survey and and surveys they take a long time and they are tough right they're
tough surveys are the hardest method to
tough surveys are the hardest method to get right easiest to get wrong but let's
get right easiest to get wrong but let's
get right easiest to get wrong but let's again let's say for the purpose of this
again let's say for the purpose of this
again let's say for the purpose of this study we're going to stick with
study we're going to stick with
study we're going to stick with qualitative just to make this easier for
qualitative just to make this easier for
qualitative just to make this easier for planning okay usually after
planning okay usually after
planning okay usually after brainstorming in a Sprint the design
brainstorming in a Sprint the design
brainstorming in a Sprint the design team may start to conceptualize and
team may start to conceptualize and
team may start to conceptualize and prototype we're going to need to work
prototype we're going to need to work
prototype we're going to need to work closely with our design Partners to see
closely with our design Partners to see
closely with our design Partners to see how long that they think they could do
how long that they think they could do
how long that they think they could do this and plan accordingly okay so we're
this and plan accordingly okay so we're
this and plan accordingly okay so we're going to have to give more buffer time
going to have to give more buffer time
going to have to give more buffer time here let's do a like gray
here let's do a like gray
here let's do a like gray boxes
boxes
boxes um let's pretend it'll take them about a
um let's pretend it'll take them about a
um let's pretend it'll take them about a week to
week to
week to prototype um so you know this is not
prototype um so you know this is not
prototype um so you know this is not something we're
something we're
something we're doing uh but designers prototyping
doing uh but designers prototyping
doing uh but designers prototyping perhaps maybe they're fast but let's get
perhaps maybe they're fast but let's get
perhaps maybe they're fast but let's get them some time
too okay so during week
too okay so during week seven we may do another kickoff right
seven we may do another kickoff right
seven we may do another kickoff right Kickoff Part Two for the same project
Kickoff Part Two for the same project
Kickoff Part Two for the same project okay this is for project
okay this is for project
okay this is for project one project one Kickoff Part Two why do
one project one Kickoff Part Two why do
one project one Kickoff Part Two why do we do this this because now we're going
we do this this because now we're going
we do this this because now we're going to do concept
testing okay we we can do this even if
testing okay we we can do this even if the prototypes aren't ready uh so
the prototypes aren't ready uh so
the prototypes aren't ready uh so kickoff again so it's not kickoff for
kickoff again so it's not kickoff for
kickoff again so it's not kickoff for the project it's just hey here's the
the project it's just hey here's the
the project it's just hey here's the next phase of the research we need to do
next phase of the research we need to do
next phase of the research we need to do so we've done the foundational part now
so we've done the foundational part now
so we've done the foundational part now it's conceptualizing concept test so
it's conceptualizing concept test so
it's conceptualizing concept test so let's Reign let's call it
realignment you know just for our sake
realignment you know just for our sake realignment part
realignment part
realignment part two okay usually we'll know by now what
two okay usually we'll know by now what
two okay usually we'll know by now what kind of users we need to recruit so I
kind of users we need to recruit so I
kind of users we need to recruit so I might put in the recruitment request
might put in the recruitment request
might put in the recruitment request here again so
here again so
here again so recruitment for that for the next
recruitment for that for the next
recruitment for that for the next study and we could pilot the following
study and we could pilot the following
study and we could pilot the following week right and you can even be it could
week right and you can even be it could
week right and you can even be it could be sooner if you like but um let's just
be sooner if you like but um let's just
be sooner if you like but um let's just give ourselves some time cuz we have 12
give ourselves some time cuz we have 12
give ourselves some time cuz we have 12 weeks and hey you know what if we reach
weeks and hey you know what if we reach
weeks and hey you know what if we reach week 12 or 13
week 12 or 13
week 12 or 13 and we're getting
and we're getting
and we're getting tight we can shift some of these around
tight we can shift some of these around
tight we can shift some of these around you could do that this is not finalized
you could do that this is not finalized
you could do that this is not finalized we're just planning uh for now so let's
we're just planning uh for now so let's
we're just planning uh for now so let's do pilot plus
sessions oh no no I don't want that I
sessions oh no no I don't want that I want this
want this
want this one okay so now we're in week eight
one okay so now we're in week eight
one okay so now we're in week eight pilot and conduct more sessions and uh
pilot and conduct more sessions and uh
pilot and conduct more sessions and uh hey if the design isn't finished by then
hey if the design isn't finished by then
hey if the design isn't finished by then we have to be flexible and ship the
we have to be flexible and ship the
we have to be flexible and ship the timeline a bit we'll cross the bridge
timeline a bit we'll cross the bridge
timeline a bit we'll cross the bridge when we get to it we have to be adaptive
when we get to it we have to be adaptive
when we get to it we have to be adaptive and here's I guess here's my Pro tip for
and here's I guess here's my Pro tip for
and here's I guess here's my Pro tip for you whether it's on paper or just
you whether it's on paper or just
you whether it's on paper or just mentally preparing for it always add
mentally preparing for it always add
mentally preparing for it always add buffer time whenever you plan projects
buffer time whenever you plan projects
buffer time whenever you plan projects this far out in
this far out in
this far out in advance anticipate roadblocks okay for
advance anticipate roadblocks okay for
advance anticipate roadblocks okay for road maps you probably have road maps uh
road maps you probably have road maps uh
road maps you probably have road maps uh and roadblocks so anticipate it so
and roadblocks so anticipate it so
and roadblocks so anticipate it so you're not stressed out when priorities
you're not stressed out when priorities
you're not stressed out when priorities change it's it's a very dowst
change it's it's a very dowst
change it's it's a very dowst mindset like Bruce Lee said be like
mindset like Bruce Lee said be like
mindset like Bruce Lee said be like water I imagine since this might be a
water I imagine since this might be a
water I imagine since this might be a concept test we could probably knock out
concept test we could probably knock out
concept test we could probably knock out the sessions within the week and even
the sessions within the week and even
the sessions within the week and even start analysis the same week okay
start analysis the same week okay
start analysis the same week okay so maybe we're getting pretty aggressive
so maybe we're getting pretty aggressive
so maybe we're getting pretty aggressive uh now let's give ourselves some time to
uh now let's give ourselves some time to
uh now let's give ourselves some time to do you know focus on sessions here we'll
do you know focus on sessions here we'll
do you know focus on sessions here we'll do some debriefs here and
do some debriefs here and
do some debriefs here and there uh and then week nine let's do
there uh and then week nine let's do
there uh and then week nine let's do analysis and this this is a whole week
analysis and this this is a whole week
analysis and this this is a whole week right 5
right 5
right 5 days uh I let's give
days uh I let's give
days uh I let's give ourselves a day or two or even three if
ourselves a day or two or even three if
ourselves a day or two or even three if you really need it to do the analysis
you really need it to do the analysis
you really need it to do the analysis which means you can do the readout at
which means you can do the readout at
which means you can do the readout at the end of the week okay
the end of the week okay
the end of the week okay readout for you know the concept
readout for you know the concept
readout for you know the concept test that's where to I hope this is
test that's where to I hope this is
test that's where to I hope this is becoming a little clear of how we plan
becoming a little clear of how we plan
becoming a little clear of how we plan this road map
this road map
this road map out all right so given give give this
out all right so given give give this
out all right so given give give this design team some time to iterate based
design team some time to iterate based
design team some time to iterate based on these findings okay so the design
on these findings okay so the design
on these findings okay so the design team
team
team iterating okay let's say that they're
iterating okay let's say that they're
iterating okay let's say that they're going to be doing this there and we're
going to be doing this there and we're
going to be doing this there and we're going to repeat the process for
going to repeat the process for
going to repeat the process for evaluation right let's say that we find
evaluation right let's say that we find
evaluation right let's say that we find the concepts that work and we scrap the
the concepts that work and we scrap the
the concepts that work and we scrap the concept ideas that don't work and we're
concept ideas that don't work and we're
concept ideas that don't work and we're going to iterate and start building out
going to iterate and start building out
going to iterate and start building out the ones that do work so in the last 3
the ones that do work so in the last 3
the ones that do work so in the last 3 weeks let's do that right let's repeat
weeks let's do that right let's repeat
weeks let's do that right let's repeat this uh uh which can fill up the
this uh uh which can fill up the
this uh uh which can fill up the remaining three or 4 weeks here okay so
remaining three or 4 weeks here okay so
remaining three or 4 weeks here okay so uh once we have the concepts in mind
uh once we have the concepts in mind
uh once we have the concepts in mind we're going to like kick off our
we're going to like kick off our
we're going to like kick off our usability
usability
usability probably I don't know yet but I
probably I don't know yet but I
probably I don't know yet but I anticipate this is what's going to come
anticipate this is what's going to come
anticipate this is what's going to come come up kick off
come up kick off
come up kick off recruit you know conduct
recruit you know conduct
recruit you know conduct sessions uh analysis and then readout
sessions uh analysis and then readout
sessions uh analysis and then readout there we go you know this
there we go you know this
there we go you know this is you know in one quarter one quarter
is you know in one quarter one quarter
is you know in one quarter one quarter which is 3 months
which is 3 months
which is 3 months we went from not knowing
we went from not knowing
we went from not knowing users to getting foundational
users to getting foundational
users to getting foundational knowledge conceptualizing ideas
knowledge conceptualizing ideas
knowledge conceptualizing ideas brainstorming and ideation I love
brainstorming and ideation I love
brainstorming and ideation I love prioritizing ideas which we I'll teach
prioritizing ideas which we I'll teach
prioritizing ideas which we I'll teach you all later how to do to prototyping
you all later how to do to prototyping
you all later how to do to prototyping something to useability testing it and
something to useability testing it and
something to useability testing it and then we can launch it most likely maybe
then we can launch it most likely maybe
then we can launch it most likely maybe okay so three months we planned it out
okay so three months we planned it out
okay so three months we planned it out congrats awesome and again
congrats awesome and again
congrats awesome and again you may use this
you may use this
you may use this visualization if you prefer again I
visualization if you prefer again I
visualization if you prefer again I prefer this uh because I like to just
prefer this uh because I like to just
prefer this uh because I like to just see like what days we're doing you know
see like what days we're doing you know
see like what days we're doing you know sessions conduct conduct like this and
sessions conduct conduct like this and
sessions conduct conduct like this and conduct and then here debriefs and then
conduct and then here debriefs and then
conduct and then here debriefs and then here maybe maybe uh here we do uh
here maybe maybe uh here we do uh
here maybe maybe uh here we do uh analysis
analysis
analysis whoops hey that I I might edit this out
whoops hey that I I might edit this out
whoops hey that I I might edit this out or
or
or not you're just going to see real time
not you're just going to see real time
not you're just going to see real time and then you know let's de read out here
and then you know let's de read out here
and then you know let's de read out here yeah so stuff like this so like this I
yeah so stuff like this so like this I
yeah so stuff like this so like this I want to tell you something
want to tell you something
want to tell you something remember we only did this for project
remember we only did this for project
remember we only did this for project one we still have project 2 to plan out
one we still have project 2 to plan out
one we still have project 2 to plan out let's plan with project 2 let's not
let's plan with project 2 let's not
let's plan with project 2 let's not forget about that
one all right let's show this baby some
one all right let's show this baby some love having just one project for a
love having just one project for a
love having just one project for a quarter ain't G to happen got to have
quarter ain't G to happen got to have
quarter ain't G to happen got to have two let me just remove this survey thing
two let me just remove this survey thing
two let me just remove this survey thing here for now okay so let's see remember
here for now okay so let's see remember
here for now okay so let's see remember this project the second project is
this project the second project is
this project the second project is evaluating an existing feature unrelated
evaluating an existing feature unrelated
evaluating an existing feature unrelated to project one let's assume and they
to project one let's assume and they
to project one let's assume and they don't need it
immediately but that doesn't mean they
immediately but that doesn't mean they don't not need it immediately okay it
don't not need it immediately okay it
don't not need it immediately okay it just gives us some flexibility for when
just gives us some flexibility for when
just gives us some flexibility for when to do this project number two we we
to do this project number two we we
to do this project number two we we definitely don't want to leave it for
definitely don't want to leave it for
definitely don't want to leave it for the last last you know minute okay
the last last you know minute okay
the last last you know minute okay because the team is still waiting for
because the team is still waiting for
because the team is still waiting for insights and maybe because we might find
insights and maybe because we might find
insights and maybe because we might find some insights that affect the timeline
some insights that affect the timeline
some insights that affect the timeline overall okay it's more of a nice it's
overall okay it's more of a nice it's
overall okay it's more of a nice it's it's more of a uh it's nice to have data
it's more of a uh it's nice to have data
it's more of a uh it's nice to have data soon but prioritize your large project
soon but prioritize your large project
soon but prioritize your large project first type of situation so on my road
first type of situation so on my road
first type of situation so on my road map uh I'll create um I'll just use
map uh I'll create um I'll just use
map uh I'll create um I'll just use these bottom rows for second
these bottom rows for second
these bottom rows for second project I'll take a look at project one
project I'll take a look at project one
project I'll take a look at project one right where do you think we're the
busiest well I definitely don't want to
busiest well I definitely don't want to conduct two different studies during the
conduct two different studies during the
conduct two different studies during the same week okay so when we're conducting
same week okay so when we're conducting
same week okay so when we're conducting studies for project one I don't want to
studies for project one I don't want to
studies for project one I don't want to be conducting studies for project two
be conducting studies for project two
be conducting studies for project two let's stagger that
let's stagger that
let's stagger that timeline okay the kickoff for project
timeline okay the kickoff for project
timeline okay the kickoff for project number one is on week one kickoff for
number one is on week one kickoff for
number one is on week one kickoff for project two could probably happen week
project two could probably happen week
project two could probably happen week three or four depending on how much work
three or four depending on how much work
three or four depending on how much work you think you'll have then boom add in
you think you'll have then boom add in
you think you'll have then boom add in recruitment conducting analysis and
recruitment conducting analysis and
recruitment conducting analysis and readout components all right so let's
readout components all right so let's
readout components all right so let's let's see this is what it might look
let's see this is what it might look
let's see this is what it might look like what color was Project 2 again was
like what color was Project 2 again was
like what color was Project 2 again was blue okay so this color kickoff for
blue okay so this color kickoff for
blue okay so this color kickoff for project
two all
two all right maybe I instead of the oh instead
right maybe I instead of the oh instead
right maybe I instead of the oh instead of I could just make all these cells
of I could just make all these cells
of I could just make all these cells blue text color
blue text color
blue text color okay so kickoff recruitment for project
okay so kickoff recruitment for project
okay so kickoff recruitment for project two maybe pile Oh oh yeah draft plan you
two maybe pile Oh oh yeah draft plan you
two maybe pile Oh oh yeah draft plan you see all these components are the same
see all these components are the same
see all these components are the same for any kind of research study draft out
for any kind of research study draft out
for any kind of research study draft out research plan let's wrap
research plan let's wrap
research plan let's wrap text sorry you're just going to see this
text sorry you're just going to see this
text sorry you're just going to see this live raw
live raw
live raw unedited draft. research plan get
unedited draft. research plan get
unedited draft. research plan get feedback on Research
feedback on Research
feedback on Research plan finalize
plan finalize
plan finalize oh my goodness okay here we go
oh my goodness okay here we go
oh my goodness okay here we go finalize research then thank you for
finalize research then thank you for
finalize research then thank you for your patience as you watch me
your patience as you watch me
your patience as you watch me fumble fumble around this uh Google
fumble fumble around this uh Google
fumble fumble around this uh Google sheet yeah we're piloting a study with
sheet yeah we're piloting a study with
sheet yeah we're piloting a study with oh this goes first right finalist
oh this goes first right finalist
oh this goes first right finalist research plan pilot the study and what
research plan pilot the study and what
research plan pilot the study and what else would we
else would we
else would we have you know maybe more recruiting who
have you know maybe more recruiting who
have you know maybe more recruiting who knows and since it's week two we could
knows and since it's week two we could
knows and since it's week two we could probably do more sessions
probably do more sessions
probably do more sessions yeah and and since we have a bit of time
yeah and and since we have a bit of time
yeah and and since we have a bit of time to play with maybe we don't have to do
to play with maybe we don't have to do
to play with maybe we don't have to do all our sessions on the the one
all our sessions on the the one
all our sessions on the the one week if it's a iteration project I
week if it's a iteration project I
week if it's a iteration project I assume it's usability it's some kind of
assume it's usability it's some kind of
assume it's usability it's some kind of evaluative testing evaluative testing
evaluative testing evaluative testing
evaluative testing evaluative testing right so it's not going to be as
right so it's not going to be as
right so it's not going to be as long it depends right everything depends
long it depends right everything depends
long it depends right everything depends you could be recruiting very Niche
you could be recruiting very Niche
you could be recruiting very Niche participants so if you need it you have
participants so if you need it you have
participants so if you need it you have more sessions on week five here here you
more sessions on week five here here you
more sessions on week five here here you can also do analysis and then maybe the
can also do analysis and then maybe the
can also do analysis and then maybe the readout here for the project two out for
readout here for the project two out for
readout here for the project two out for project
project
project two okay boom done after you finish this
two okay boom done after you finish this
two okay boom done after you finish this study keep track of the findings and
study keep track of the findings and
study keep track of the findings and recommendations and make sure to inspire
recommendations and make sure to inspire
recommendations and make sure to inspire the team to keep on
the team to keep on
the team to keep on iterating they might need you for a
iterating they might need you for a
iterating they might need you for a second round so leave your timeline open
second round so leave your timeline open
second round so leave your timeline open for that possibility right so now we
for that possibility right so now we
for that possibility right so now we have a lot of buffer time maybe design
have a lot of buffer time maybe design
have a lot of buffer time maybe design team for project
team for project
team for project 2 is iterating here and maybe we can use
2 is iterating here and maybe we can use
2 is iterating here and maybe we can use all this time here uh to do an
all this time here uh to do an
all this time here uh to do an additional round if they require it okay
additional round if they require it okay
additional round if they require it okay so
so
so pH that's a lot thank you for sitting
pH that's a lot thank you for sitting
pH that's a lot thank you for sitting through this one uh hopefully that gives
through this one uh hopefully that gives
through this one uh hopefully that gives you an idea of how one might plan out a
you an idea of how one might plan out a
you an idea of how one might plan out a research road map for a quarter again
research road map for a quarter again
research road map for a quarter again this was purely hypothetical with very
this was purely hypothetical with very
this was purely hypothetical with very little information about the projects
little information about the projects
little information about the projects themselves in reality you would have
themselves in reality you would have
themselves in reality you would have more information that could better help
more information that could better help
more information that could better help you plan out the
you plan out the
you plan out the timelines okay just
timelines okay just
timelines okay just remember the timeline serves as a guide
remember the timeline serves as a guide
remember the timeline serves as a guide poost to get certain Milestones done but
poost to get certain Milestones done but
poost to get certain Milestones done but they aren't set in
they aren't set in
they aren't set in stone road maps are not set in stone
stone road maps are not set in stone
stone road maps are not set in stone remember Bruce Lee's quote and be
remember Bruce Lee's quote and be
remember Bruce Lee's quote and be prepared to
prepared to
prepared to adapt uh because in my experiences and
adapt uh because in my experiences and
adapt uh because in my experiences and this is a true story I have planned
this is a true story I have planned
this is a true story I have planned entire studies out and in the middle of
entire studies out and in the middle of
entire studies out and in the middle of conducting a project could completely
conducting a project could completely
conducting a project could completely get pulled for whatever reason and
get pulled for whatever reason and
get pulled for whatever reason and you'll have to overhaul your timeline on
you'll have to overhaul your timeline on
you'll have to overhaul your timeline on the spot okay I've had projects scrapped
the spot okay I've had projects scrapped
the spot okay I've had projects scrapped out of thin air okay so remember plan it
out of thin air okay so remember plan it
out of thin air okay so remember plan it out keep it open enough for any changes
out keep it open enough for any changes
out keep it open enough for any changes and remember to add some buffer time
and remember to add some buffer time
and remember to add some buffer time either literally on paper not literally
either literally on paper not literally
either literally on paper not literally on paper with the spreadsheet or just
on paper with the spreadsheet or just
on paper with the spreadsheet or just mentally in your head like just mentally
mentally in your head like just mentally
mentally in your head like just mentally prepare some buffer time for example for
prepare some buffer time for example for
prepare some buffer time for example for this video for this lesson I was going
this video for this lesson I was going
this video for this lesson I was going to write out this timeline exercise on a
to write out this timeline exercise on a
to write out this timeline exercise on a whiteboard look at this I have
whiteboard look at this I have
whiteboard look at this I have everything
everything
everything here uh and I thought okay this is kind
here uh and I thought okay this is kind
here uh and I thought okay this is kind of a pain so I decided to adapt and do
of a pain so I decided to adapt and do
of a pain so I decided to adapt and do this on a Google spreadsheet which is
this on a Google spreadsheet which is
this on a Google spreadsheet which is probably what you're going to be using
probably what you're going to be using
probably what you're going to be using like Google spreadsheet you might use
like Google spreadsheet you might use
like Google spreadsheet you might use Koda other tools I won't talk about the
Koda other tools I won't talk about the
Koda other tools I won't talk about the tools you use for road maps you could
tools you use for road maps you could
tools you use for road maps you could use anything honestly uh just whatever
use anything honestly uh just whatever
use anything honestly uh just whatever your teams uses okay so thank you and
your teams uses okay so thank you and
your teams uses okay so thank you and I'll see you in the next lesson the ux
I'll see you in the next lesson the ux
I'll see you in the next lesson the ux research process okay this is the one
research process okay this is the one
research process okay this is the one this is the ultimate mega module we're
this is the ultimate mega module we're
this is the ultimate mega module we're going to go far beyond the basics of
going to go far beyond the basics of
going to go far beyond the basics of just writing a discussion guide or study
just writing a discussion guide or study
just writing a discussion guide or study plan because now we have a strong
plan because now we have a strong
plan because now we have a strong foundation in ux Psychology and product
foundation in ux Psychology and product
foundation in ux Psychology and product strategy in this module we're going to
strategy in this module we're going to
strategy in this module we're going to get into the process in depth and Learn
get into the process in depth and Learn
get into the process in depth and Learn by doing in fact I'm going to give you a
by doing in fact I'm going to give you a
by doing in fact I'm going to give you a real life job interview exercise as our
real life job interview exercise as our
real life job interview exercise as our starting point so we can actually think
starting point so we can actually think
starting point so we can actually think about how to plan for research as we
about how to plan for research as we
about how to plan for research as we learn the process learn by example right
learn the process learn by example right
learn the process learn by example right that's the best way we'll cover how to
that's the best way we'll cover how to
that's the best way we'll cover how to dissect the problems Define research
dissect the problems Define research
dissect the problems Define research objectives and use those puzzle pieces
objectives and use those puzzle pieces
objectives and use those puzzle pieces to formulate our questions when we've
to formulate our questions when we've
to formulate our questions when we've defined some questions we're going to
defined some questions we're going to
defined some questions we're going to talk about how and where to recruit
talk about how and where to recruit
talk about how and where to recruit participants for your research with some
participants for your research with some
participants for your research with some actual scripts that I'm going to give to
actual scripts that I'm going to give to
actual scripts that I'm going to give to you that you can actually use today to
you that you can actually use today to
you that you can actually use today to email participants so print those out
email participants so print those out
email participants so print those out and frame it on the wall and whenever we
and frame it on the wall and whenever we
and frame it on the wall and whenever we talk about participants we have to talk
talk about participants we have to talk
talk about participants we have to talk about sample size right I know
about sample size right I know
about sample size right I know everybody's favorite
everybody's favorite
everybody's favorite topic
topic
topic uh I'll show some unconventional wisdom
uh I'll show some unconventional wisdom
uh I'll show some unconventional wisdom in terms of how to ensure your sample
in terms of how to ensure your sample
in terms of how to ensure your sample size works and of course once we get
size works and of course once we get
size works and of course once we get those pieces down we got to talk about
those pieces down we got to talk about
those pieces down we got to talk about methods or rather choosing methods I'm
methods or rather choosing methods I'm
methods or rather choosing methods I'm willing to bet at one point you've
willing to bet at one point you've
willing to bet at one point you've probably googled this exact term before
probably googled this exact term before
probably googled this exact term before when to use which ux research methods am
when to use which ux research methods am
when to use which ux research methods am I right mhm you probably saw that chart
I right mhm you probably saw that chart
I right mhm you probably saw that chart from the Norman group it's a great start
from the Norman group it's a great start
from the Norman group it's a great start but I'll break it down even further for
but I'll break it down even further for
but I'll break it down even further for you in this module we won't talk about
you in this module we won't talk about
you in this module we won't talk about methods just yet that's coming up later
methods just yet that's coming up later
methods just yet that's coming up later but knowing what problems you need to
but knowing what problems you need to
but knowing what problems you need to solve first is going to be way more
solve first is going to be way more
solve first is going to be way more important than choosing what method you
important than choosing what method you
important than choosing what method you need to use that comes later in this
need to use that comes later in this
need to use that comes later in this module we're all going to learn what
module we're all going to learn what
module we're all going to learn what happens after you choose the method well
happens after you choose the method well
happens after you choose the method well you got to conduct a study sounds simple
you got to conduct a study sounds simple
you got to conduct a study sounds simple right but there's so many things we got
right but there's so many things we got
right but there's so many things we got to prepare for to be aware of I'll show
to prepare for to be aware of I'll show
to prepare for to be aware of I'll show you the art of moderation and listening
you the art of moderation and listening
you the art of moderation and listening I even will show you how to take notes
I even will show you how to take notes
I even will show you how to take notes with my notes template so your team can
with my notes template so your team can
with my notes template so your team can be involved once you've collected the
be involved once you've collected the
be involved once you've collected the data we have analysis ah of course
data we have analysis ah of course
data we have analysis ah of course extracting insights to make winning
extracting insights to make winning
extracting insights to make winning strategic and tactical recommendations
strategic and tactical recommendations
strategic and tactical recommendations yeah we'll go over ways to analyze
yeah we'll go over ways to analyze
yeah we'll go over ways to analyze qualitative data then for any researcher
qualitative data then for any researcher
qualitative data then for any researcher or Storyteller for that matter if your
or Storyteller for that matter if your
or Storyteller for that matter if your recommendations go nowhere then does
recommendations go nowhere then does
recommendations go nowhere then does your research even matter does it even
your research even matter does it even
your research even matter does it even impact no so I'm going teach you how to
impact no so I'm going teach you how to
impact no so I'm going teach you how to tell the story of our users the right
tell the story of our users the right
tell the story of our users the right way for the Right audience and all the
way for the Right audience and all the
way for the Right audience and all the while throughout this whole process I'm
while throughout this whole process I'm
while throughout this whole process I'm going to show you how the process itself
going to show you how the process itself
going to show you how the process itself is inherently a way for you to amplify
is inherently a way for you to amplify
is inherently a way for you to amplify yourself as a badass ux leader seriously
yourself as a badass ux leader seriously
yourself as a badass ux leader seriously it's a team effort and you're involving
it's a team effort and you're involving
it's a team effort and you're involving your stakehold ERS is Paramount and by
your stakehold ERS is Paramount and by
your stakehold ERS is Paramount and by the end of this module you'll hopefully
the end of this module you'll hopefully
the end of this module you'll hopefully gain the confidence to conduct rigorous
gain the confidence to conduct rigorous
gain the confidence to conduct rigorous ux research and maybe even a study plan
ux research and maybe even a study plan
ux research and maybe even a study plan you can refer to whenever you have a
you can refer to whenever you have a
you can refer to whenever you have a hypothetical take-home exercise for a
hypothetical take-home exercise for a
hypothetical take-home exercise for a job interview you know just a nice
job interview you know just a nice
job interview you know just a nice little bonus are you ready cuz I'm ready
little bonus are you ready cuz I'm ready
little bonus are you ready cuz I'm ready let's get it do
let's get it do
let's get it do it how does NASA organize a party they
it how does NASA organize a party they
it how does NASA organize a party they plan
plan
plan it hey welcome to the first lesson in
it hey welcome to the first lesson in
it hey welcome to the first lesson in module before let's learn to process by
module before let's learn to process by
module before let's learn to process by doing I think this is the best way to
doing I think this is the best way to
doing I think this is the best way to understand how the step-by-step process
understand how the step-by-step process
understand how the step-by-step process works when planning rigorous user
works when planning rigorous user
works when planning rigorous user research so to ground ourselves a lot of
research so to ground ourselves a lot of
research so to ground ourselves a lot of the work will
the work will
the work will revolve around something called the
revolve around something called the
revolve around something called the study plan in ux research a study plan
study plan in ux research a study plan
study plan in ux research a study plan is a document that summarizes all the
is a document that summarizes all the
is a document that summarizes all the research details however it's much more
research details however it's much more
research details however it's much more than just a document with your research
than just a document with your research
than just a document with your research methodologies and procedures it also
methodologies and procedures it also
methodologies and procedures it also serves as a central place to align with
serves as a central place to align with
serves as a central place to align with stakeholders on the key objectives to
stakeholders on the key objectives to
stakeholders on the key objectives to align our research questions and as a
align our research questions and as a
align our research questions and as a record of how the research was conducted
record of how the research was conducted
record of how the research was conducted for future reference in case anybody
for future reference in case anybody
for future reference in case anybody else wanted to know how the research was
else wanted to know how the research was
else wanted to know how the research was done this also serves as a feedback
done this also serves as a feedback
done this also serves as a feedback mechanism because you will not just have
mechanism because you will not just have
mechanism because you will not just have one version of the draft you're going to
one version of the draft you're going to
one version of the draft you're going to have multiple iterations of the draft
have multiple iterations of the draft
have multiple iterations of the draft change it over time you're going to ask
change it over time you're going to ask
change it over time you're going to ask feedback and update but going back to
feedback and update but going back to
feedback and update but going back to study plan I'll give you a quick
study plan I'll give you a quick
study plan I'll give you a quick breakdown of the different sections of
breakdown of the different sections of
breakdown of the different sections of the study plan we have the background
the study plan we have the background
the study plan we have the background the problem or opportunity space
the problem or opportunity space
the problem or opportunity space objectives your research questions your
objectives your research questions your
objectives your research questions your timeline for the project the methodology
timeline for the project the methodology
timeline for the project the methodology section which should contain your
section which should contain your
section which should contain your methodologies participants sample size
methodologies participants sample size
methodologies participants sample size and links to the materials you're using
and links to the materials you're using
and links to the materials you're using include the dayc framework in there and
include the dayc framework in there and
include the dayc framework in there and finally last but not least your study
finally last but not least your study
finally last but not least your study plan should also include the procedure
plan should also include the procedure
plan should also include the procedure AKA discussion guide AKA script AKA
AKA discussion guide AKA script AKA
AKA discussion guide AKA script AKA protocol okay they're all the same
protocol okay they're all the same
protocol okay they're all the same procedure discussion guide script
procedure discussion guide script
procedure discussion guide script protocol you've heard different terms
protocol you've heard different terms
protocol you've heard different terms with them all the same don't get
with them all the same don't get
with them all the same don't get confused I have one in the course
confused I have one in the course
confused I have one in the course materials so feel free to download the
materials so feel free to download the
materials so feel free to download the study plan template from that section if
study plan template from that section if
study plan template from that section if you want to follow along so I basically
you want to follow along so I basically
you want to follow along so I basically included all the information on the
included all the information on the
included all the information on the template itself if you ever want to use
template itself if you ever want to use
template itself if you ever want to use it just delete the information that's
it just delete the information that's
it just delete the information that's there let's walk through each section
there let's walk through each section
there let's walk through each section really briefly the background or the
really briefly the background or the
really briefly the background or the problem this is the section we want to
problem this is the section we want to
problem this is the section we want to talk about where did this initiative
talk about where did this initiative
talk about where did this initiative come from why is it happening now here
come from why is it happening now here
come from why is it happening now here you might want to link to relevant
you might want to link to relevant
you might want to link to relevant background documents like the PRD or
background documents like the PRD or
background documents like the PRD or maybe the prf andq or product Road mapap
maybe the prf andq or product Road mapap
maybe the prf andq or product Road mapap Vision documents with you know stuff
Vision documents with you know stuff
Vision documents with you know stuff like that the next section objectives
like that the next section objectives
like that the next section objectives what do we want to learn what are we
what do we want to learn what are we
what do we want to learn what are we going to do with the results and I also
going to do with the results and I also
going to do with the results and I also like to have subsection called non
like to have subsection called non
like to have subsection called non objectives sometimes you might have huge
objectives sometimes you might have huge
objectives sometimes you might have huge objectives over very broad ones and you
objectives over very broad ones and you
objectives over very broad ones and you want to scope it down you want to make
want to scope it down you want to make
want to scope it down you want to make sure you align with your team on this
sure you align with your team on this
sure you align with your team on this first to know hey what are we studying
first to know hey what are we studying
first to know hey what are we studying and what aren't we going to study right
and what aren't we going to study right
and what aren't we going to study right cuz a lot of times people are going to
cuz a lot of times people are going to
cuz a lot of times people are going to have so many questions they're going to
have so many questions they're going to
have so many questions they're going to want to like bam ask this ask this ass
want to like bam ask this ask this ass
want to like bam ask this ask this ass this I understand nothing but you you
this I understand nothing but you you
this I understand nothing but you you want to scope it enough so you can have
want to scope it enough so you can have
want to scope it enough so you can have a focus so you might have a SE called
a focus so you might have a SE called
a focus so you might have a SE called non objectives and say hey maybe this
non objectives and say hey maybe this
non objectives and say hey maybe this could be a different study for later
could be a different study for later
could be a different study for later that's all right totally okay next we
that's all right totally okay next we
that's all right totally okay next we have research questions so these are the
have research questions so these are the
have research questions so these are the specific questions pertaining to to the
specific questions pertaining to to the
specific questions pertaining to to the product or service I also have success
product or service I also have success
product or service I also have success metrics there will be metrics you'll be
metrics there will be metrics you'll be
metrics there will be metrics you'll be measuring to know whether or not you're
measuring to know whether or not you're
measuring to know whether or not you're on the right track so typically if
on the right track so typically if
on the right track so typically if you're running foundational research
you're running foundational research
you're running foundational research there's no real like
there's no real like
there's no real like metrics okay there's no like oh we're
metrics okay there's no like oh we're
metrics okay there's no like oh we're going to increase Revenue blah blah blah
going to increase Revenue blah blah blah
going to increase Revenue blah blah blah blah cuz you're just building an
blah cuz you're just building an
blah cuz you're just building an understanding at that point so for
understanding at that point so for
understanding at that point so for foundational research there's you know
foundational research there's you know
foundational research there's you know not metrics as a numbers just keep that
not metrics as a numbers just keep that
not metrics as a numbers just keep that in mind timeline uh timeline is is you
in mind timeline uh timeline is is you
in mind timeline uh timeline is is you know well it exactly what it sounds like
know well it exactly what it sounds like
know well it exactly what it sounds like an overview of how long the research
an overview of how long the research
an overview of how long the research activities will take and the deadline
activities will take and the deadline
activities will take and the deadline for each activity usually I keep the
for each activity usually I keep the
for each activity usually I keep the daisy framework along with the T
daisy framework along with the T
daisy framework along with the T timeline so Daisy is just who's working
timeline so Daisy is just who's working
timeline so Daisy is just who's working on what and when it's really important
on what and when it's really important
on what and when it's really important to conclude because I've made the
to conclude because I've made the
to conclude because I've made the mistake once of not actually confirming
mistake once of not actually confirming
mistake once of not actually confirming who's doing what and when and that
who's doing what and when and that
who's doing what and when and that actually resulted in the team pushing
actually resulted in the team pushing
actually resulted in the team pushing back on each other and then blaming one
back on each other and then blaming one
back on each other and then blaming one another so yeah it sounds stupid and
another so yeah it sounds stupid and
another so yeah it sounds stupid and trivial o process so much process I know
trivial o process so much process I know
trivial o process so much process I know process isn't the sexiest thing to talk
process isn't the sexiest thing to talk
process isn't the sexiest thing to talk about systems work and trust me there's
about systems work and trust me there's
about systems work and trust me there's a reason I included it in the study plan
a reason I included it in the study plan
a reason I included it in the study plan template it's not for you it's not for
template it's not for you it's not for
template it's not for you it's not for us it's for your team something to keep
us it's for your team something to keep
us it's for your team something to keep your team up to date on what's going on
your team up to date on what's going on
your team up to date on what's going on then we also have methods the
then we also have methods the
then we also have methods the methodology section right what methods
methodology section right what methods
methodology section right what methods are you using you want to describe them
are you using you want to describe them
are you using you want to describe them here in this section you also want to
here in this section you also want to
here in this section you also want to include your participants your criteria
include your participants your criteria
include your participants your criteria who you're talking to materials you know
who you're talking to materials you know
who you're talking to materials you know typically I link to any assets or
typically I link to any assets or
typically I link to any assets or prototypes that is going to be used and
prototypes that is going to be used and
prototypes that is going to be used and I'll tag my designer whoever's in charge
I'll tag my designer whoever's in charge
I'll tag my designer whoever's in charge of those designs and finally we're going
of those designs and finally we're going
of those designs and finally we're going to have the procedures discussion guide
to have the procedures discussion guide
to have the procedures discussion guide script AKA protocol whatever all that
script AKA protocol whatever all that
script AKA protocol whatever all that stuff this is a formal or informal
stuff this is a formal or informal
stuff this is a formal or informal script containing the questions and the
script containing the questions and the
script containing the questions and the exact wording that you're going to use
exact wording that you're going to use
exact wording that you're going to use during a study the procedure is like a
during a study the procedure is like a
during a study the procedure is like a cooking recipe anyone reading it should
cooking recipe anyone reading it should
cooking recipe anyone reading it should know exactly how you're study
know exactly how you're study
know exactly how you're study is done and they're able to replicate it
is done and they're able to replicate it
is done and they're able to replicate it if they wanted to so that's the study
if they wanted to so that's the study
if they wanted to so that's the study plan for you keep in mind this is a
plan for you keep in mind this is a
plan for you keep in mind this is a living breathing document where you and
living breathing document where you and
living breathing document where you and your team should be centralizing your
your team should be centralizing your
your team should be centralizing your research activities upon now like I said
research activities upon now like I said
research activities upon now like I said already this document is more than just
already this document is more than just
already this document is more than just a recipe for research but it's like it's
a recipe for research but it's like it's
a recipe for research but it's like it's like a home base everyone can feel warm
like a home base everyone can feel warm
like a home base everyone can feel warm and fuzzy because you're all lined on
and fuzzy because you're all lined on
and fuzzy because you're all lined on the same problems so now that we know
the same problems so now that we know
the same problems so now that we know the structure of the study plan let's
the structure of the study plan let's
the structure of the study plan let's put this baby to practice you don't want
put this baby to practice you don't want
put this baby to practice you don't want to miss the next one because we're going
to miss the next one because we're going
to miss the next one because we're going to do a real life take-home exercise
to do a real life take-home exercise
to do a real life take-home exercise that I've gotten from a tech company
that I've gotten from a tech company
that I've gotten from a tech company before a real life interview take-home
before a real life interview take-home
before a real life interview take-home and we're going to use our study plan to
and we're going to use our study plan to
and we're going to use our study plan to do
do
do it showing you what goes into a study
it showing you what goes into a study
it showing you what goes into a study plan but how long should it take to
plan but how long should it take to
plan but how long should it take to create one as a newbie it's very easy to
create one as a newbie it's very easy to
create one as a newbie it's very easy to want to make the perfect study plan and
want to make the perfect study plan and
want to make the perfect study plan and take hours and hours to do it but in
take hours and hours to do it but in
take hours and hours to do it but in reality I never spend more than 2 hours
reality I never spend more than 2 hours
reality I never spend more than 2 hours creating one of of course when I was
creating one of of course when I was
creating one of of course when I was newer to the field it took me a long
newer to the field it took me a long
newer to the field it took me a long time as I got better as I got more
time as I got better as I got more
time as I got better as I got more experience I realized you don't need to
experience I realized you don't need to
experience I realized you don't need to spend that much time on it not because
spend that much time on it not because
spend that much time on it not because I'm super smart or anything it's quite
I'm super smart or anything it's quite
I'm super smart or anything it's quite the opposite but because you don't need
the opposite but because you don't need
the opposite but because you don't need the perfect plan to show your
the perfect plan to show your
the perfect plan to show your stakeholders after the badass kickoff
stakeholders after the badass kickoff
stakeholders after the badass kickoff meeting will'll have I have a pretty
meeting will'll have I have a pretty
meeting will'll have I have a pretty good idea of the background the
good idea of the background the
good idea of the background the objectives the non objectives the
objectives the non objectives the
objectives the non objectives the research questions success metrics
research questions success metrics
research questions success metrics timeline and probably whom participants
timeline and probably whom participants
timeline and probably whom participants we need to speak with that's plug and
we need to speak with that's plug and
we need to speak with that's plug and playay on all you need to do is just
playay on all you need to do is just
playay on all you need to do is just take all your notes from your meeting
take all your notes from your meeting
take all your notes from your meeting and just plug into the study plan that
and just plug into the study plan that
and just plug into the study plan that shouldn't take you more than like I
shouldn't take you more than like I
shouldn't take you more than like I don't know a few minutes 10 minutes half
don't know a few minutes 10 minutes half
don't know a few minutes 10 minutes half an hour probably go in and out 20
an hour probably go in and out 20
an hour probably go in and out 20 minutes Adventure the sections that take
minutes Adventure the sections that take
minutes Adventure the sections that take the most time are the methods and the
the most time are the methods and the
the most time are the methods and the discussion guide AKA script AKA protocol
discussion guide AKA script AKA protocol
discussion guide AKA script AKA protocol AKA procedure we got to think about
AKA procedure we got to think about
AKA procedure we got to think about which methods make sense who we're going
which methods make sense who we're going
which methods make sense who we're going to speak with how many segments of
to speak with how many segments of
to speak with how many segments of people do we have in a sample size for
people do we have in a sample size for
people do we have in a sample size for each segment then we have to actually
each segment then we have to actually
each segment then we have to actually write out a discussion guide to help
write out a discussion guide to help
write out a discussion guide to help guide our conversations this goes for
guide our conversations this goes for
guide our conversations this goes for qualitative research if you're doing a
qualitative research if you're doing a
qualitative research if you're doing a survey you might not be writing a
survey you might not be writing a
survey you might not be writing a discussion guide per se you'll be
discussion guide per se you'll be
discussion guide per se you'll be writing your survey questions the reason
writing your survey questions the reason
writing your survey questions the reason I don't take a lot of time on a study
I don't take a lot of time on a study
I don't take a lot of time on a study plan initially is because I always treat
plan initially is because I always treat
plan initially is because I always treat my first draft as a first
my first draft as a first
my first draft as a first draft Yeah Yeah I treat my first version
draft Yeah Yeah I treat my first version
draft Yeah Yeah I treat my first version as a draft and I'll share that with my
as a draft and I'll share that with my
as a draft and I'll share that with my team to get feedback and thoughts and I
team to get feedback and thoughts and I
team to get feedback and thoughts and I will make sure when and I do share with
will make sure when and I do share with
will make sure when and I do share with them that I emphasize And I stress that
them that I emphasize And I stress that
them that I emphasize And I stress that hey it's a draft it's not finished yet I
hey it's a draft it's not finished yet I
hey it's a draft it's not finished yet I want to get your initial look at it to
want to get your initial look at it to
want to get your initial look at it to make sure I'm not missing anything or
make sure I'm not missing anything or
make sure I'm not missing anything or that we're getting second pair of eyes
that we're getting second pair of eyes
that we're getting second pair of eyes on it just to see hey now it's on paper
on it just to see hey now it's on paper
on it just to see hey now it's on paper do we need to change anything and that's
do we need to change anything and that's
do we need to change anything and that's how you can avoid stressing out about
how you can avoid stressing out about
how you can avoid stressing out about having a perfect study
[Music]
[Music] plan really honestly no lie I had major
plan really honestly no lie I had major
plan really honestly no lie I had major major imposter syndrome like writing out
major imposter syndrome like writing out
major imposter syndrome like writing out study plans because I wanted it to be
study plans because I wanted it to be
study plans because I wanted it to be perfect but as soon as you think about
perfect but as soon as you think about
perfect but as soon as you think about hey this is a draft it will be better I
hey this is a draft it will be better I
hey this is a draft it will be better I going to involve my stakeholders
going to involve my stakeholders
going to involve my stakeholders throughout this process so it's almost
throughout this process so it's almost
throughout this process so it's almost as if we're writing it
as if we're writing it
as if we're writing it together in fact I usually write my
together in fact I usually write my
together in fact I usually write my discussion guide after I get some
discussion guide after I get some
discussion guide after I get some feedback from my team when I send the
feedback from my team when I send the
feedback from my team when I send the first draft sometimes I don't even have
first draft sometimes I don't even have
first draft sometimes I don't even have the discussion guide ready that way I
the discussion guide ready that way I
the discussion guide ready that way I don't use up all my energy writing
don't use up all my energy writing
don't use up all my energy writing something if it's not even aligned the
something if it's not even aligned the
something if it's not even aligned the right way also Pro tip for getting
right way also Pro tip for getting
right way also Pro tip for getting feedback don't just email it to people
feedback don't just email it to people
feedback don't just email it to people and say hey here's the study plan leave
and say hey here's the study plan leave
and say hey here's the study plan leave feedback people don't usually just open
feedback people don't usually just open
feedback people don't usually just open and look through the whole thing unless
and look through the whole thing unless
and look through the whole thing unless they're like really really cool badass
they're like really really cool badass
they're like really really cool badass Partners what I like to do is send the
Partners what I like to do is send the
Partners what I like to do is send the email but tag people in specific parts
email but tag people in specific parts
email but tag people in specific parts of the plan to review therefore it gives
of the plan to review therefore it gives
of the plan to review therefore it gives the illusion that you're only asking for
the illusion that you're only asking for
the illusion that you're only asking for something small when people open it and
something small when people open it and
something small when people open it and Rie review the section they're naturally
Rie review the section they're naturally
Rie review the section they're naturally going to look over the rest of it right
going to look over the rest of it right
going to look over the rest of it right yeah yeah the more you know but let's
yeah yeah the more you know but let's
yeah yeah the more you know but let's say for some reason nobody gives you
say for some reason nobody gives you
say for some reason nobody gives you feedback sad then just do your best to
feedback sad then just do your best to
feedback sad then just do your best to get a version ready and then pilot your
get a version ready and then pilot your
get a version ready and then pilot your study I would do at at all costs I will
study I would do at at all costs I will
study I would do at at all costs I will get feedback from the stakeholders
get feedback from the stakeholders
get feedback from the stakeholders before I even run the study but if for
before I even run the study but if for
before I even run the study but if for whatever reason maybe you're working in
whatever reason maybe you're working in
whatever reason maybe you're working in a very immature ux practice people don't
a very immature ux practice people don't
a very immature ux practice people don't have time they don't really want to
have time they don't really want to
have time they don't really want to that's a different problem I would still
that's a different problem I would still
that's a different problem I would still try to in front of them and say hey
try to in front of them and say hey
try to in front of them and say hey maybe you set up another meeting where
maybe you set up another meeting where
maybe you set up another meeting where you can all synchronously at the same
you can all synchronously at the same
you can all synchronously at the same time look at it together just do your
time look at it together just do your
time look at it together just do your best to get their feedback before you
best to get their feedback before you
best to get their feedback before you actually run the study but I'm just
actually run the study but I'm just
actually run the study but I'm just saying last resort if you cannot like
saying last resort if you cannot like
saying last resort if you cannot like let's say everybody on your team dies or
let's say everybody on your team dies or
let's say everybody on your team dies or something at knock on wood right no one
something at knock on wood right no one
something at knock on wood right no one dying let's say
dying let's say
dying let's say everybody is not able to give you
everybody is not able to give you
everybody is not able to give you feedback pilot your study in other words
feedback pilot your study in other words
feedback pilot your study in other words do a dry run this is the last resort
do a dry run this is the last resort
do a dry run this is the last resort you're going to do this anyway
you're going to do this anyway
you're going to do this anyway regardless of feedback you want to do a
regardless of feedback you want to do a
regardless of feedback you want to do a pilot study we'll talk about that more
pilot study we'll talk about that more
pilot study we'll talk about that more but essentially it's another way to get
but essentially it's another way to get
but essentially it's another way to get feedback on whether or not you getting
feedback on whether or not you getting
feedback on whether or not you getting the right data you expect so there you
the right data you expect so there you
the right data you expect so there you have it a couple of badass ux tips to
have it a couple of badass ux tips to
have it a couple of badass ux tips to help you not stress out by your study
plan there's one tip I want to give to
plan there's one tip I want to give to you that can help you organize your
you that can help you organize your
you that can help you organize your thoughts in your study plan this applies
thoughts in your study plan this applies
thoughts in your study plan this applies to your methodology section your
to your methodology section your
to your methodology section your sampling and your screeners so here's
sampling and your screeners so here's
sampling and your screeners so here's what I mean let's say you're talking
what I mean let's say you're talking
what I mean let's say you're talking about your methods that you want in your
about your methods that you want in your
about your methods that you want in your study plan I want you to create a table
study plan I want you to create a table
study plan I want you to create a table in your study plan it
in your study plan it
in your study plan it says
method and let's say you're doing you
method and let's say you're doing you know
know
know interviews
interviews
interviews Idis as one method and usability as
another in your table put these methods
another in your table put these methods here in the next column I want you to
here in the next column I want you to
here in the next column I want you to put what you're trying to learn from
put what you're trying to learn from
put what you're trying to learn from this method questions you
this method questions you
this method questions you want
answered okay so for Idis it may be
answered okay so for Idis it may be understanding backgrounds or attitudes
understanding backgrounds or attitudes
understanding backgrounds or attitudes etc etc for usability you're trying to
etc etc for usability you're trying to
etc etc for usability you're trying to you know identify pain points whether
you know identify pain points whether
you know identify pain points whether they can complete tasks etc etc and
they can complete tasks etc etc and
they can complete tasks etc etc and here's another tip you can also add
here's another tip you can also add
here's another tip you can also add another column for
another column for
another column for participants right let's add it to the
participants right let's add it to the
participants right let's add it to the left I don't know if you see this but
left I don't know if you see this but
left I don't know if you see this but add it to the
left uh
left uh sample okay cuz maybe you want to do IDs
sample okay cuz maybe you want to do IDs
sample okay cuz maybe you want to do IDs for only certain participants and for
for only certain participants and for
for only certain participants and for usability you want to do for others
usability you want to do for others
usability you want to do for others let's say for example usability is for
let's say for example usability is for
let's say for example usability is for nonusers
nonusers
nonusers non
non
non users you also want to do Idis for
users you also want to do Idis for
users you also want to do Idis for current
current
current users you might want to run them for
users you might want to run them for
users you might want to run them for both so you might even you know add an
both so you might even you know add an
both so you might even you know add an extra column say
extra column say
extra column say for current users and
for current users and
for current users and non-users and you want to specify I'm
non-users and you want to specify I'm
non-users and you want to specify I'm sorry for the Chicken Scratch by the way
sorry for the Chicken Scratch by the way
sorry for the Chicken Scratch by the way but specify what users are doing what
but specify what users are doing what
but specify what users are doing what method and what you want to learn from
method and what you want to learn from
method and what you want to learn from them and you can also you
them and you can also you
them and you can also you know create a sub Row for this it's like
know create a sub Row for this it's like
know create a sub Row for this it's like Idis Al Onis uh for you know current
Idis Al Onis uh for you know current
Idis Al Onis uh for you know current users you want specific questions for
users you want specific questions for
users you want specific questions for non-users you want specific questions
non-users you want specific questions
non-users you want specific questions you see what I mean
you see what I mean
you see what I mean okay so that's one way to organize your
okay so that's one way to organize your
okay so that's one way to organize your methods and your sample now on the other
methods and your sample now on the other
methods and your sample now on the other hand I want to share with you how to
hand I want to share with you how to
hand I want to share with you how to organize your screen your
questions we're also going to go with a
questions we're also going to go with a table uh kind of format so on the left
table uh kind of format so on the left
table uh kind of format so on the left column I'm going to have track I'll I'll
column I'm going to have track I'll I'll
column I'm going to have track I'll I'll tell you what this means L
tell you what this means L
tell you what this means L soon your screener
soon your screener
soon your screener question goes here
and then the last column is
and then the last column is y so
y so
y so track means let's say I want uh everyone
track means let's say I want uh everyone
track means let's say I want uh everyone to answer a question
to answer a question
to answer a question about their
about their
about their age not typically a screener question
age not typically a screener question
age not typically a screener question that's a demographic profiling question
that's a demographic profiling question
that's a demographic profiling question but let's just pretend for ease
but let's just pretend for ease
but let's just pretend for ease age track I want everyone to answer this
age track I want everyone to answer this
age track I want everyone to answer this all okay and here why is the
all okay and here why is the
all okay and here why is the purpose why are we asking this screener
purpose why are we asking this screener
purpose why are we asking this screener question and I might call it a screener
question and I might call it a screener
question and I might call it a screener question but maybe uh I'm profiling
question but maybe uh I'm profiling
question but maybe uh I'm profiling people yeah I know profiles a negative
people yeah I know profiles a negative
people yeah I know profiles a negative connotation but in a way sometimes we
connotation but in a way sometimes we
connotation but in a way sometimes we don't want to screen people out for
don't want to screen people out for
don't want to screen people out for certain questions we just want a quot of
certain questions we just want a quot of
certain questions we just want a quot of different people for example let's say
different people for example let's say
different people for example let's say the the options for age is 18 to 24 25 5
the the options for age is 18 to 24 25 5
the the options for age is 18 to 24 25 5 35 3 uh 6 to 45 46 to 55 and 56 plus
35 3 uh 6 to 45 46 to 55 and 56 plus
35 3 uh 6 to 45 46 to 55 and 56 plus whatever right everyone answers this
whatever right everyone answers this
whatever right everyone answers this question and the purpose is
question and the purpose is
question and the purpose is to um let's just say uh
to um let's just say uh
to um let's just say uh screen
screen
screen out
out
out people under
people under
people under 18 I want to screen people out under 18
18 I want to screen people out under 18
18 I want to screen people out under 18 this is the only purpose of this
this is the only purpose of this
this is the only purpose of this question so anyone who says under 18
question so anyone who says under 18
question so anyone who says under 18 they are
out so if they're not
out so if they're not 18 they're older than 18 they can move
18 they're older than 18 they can move
18 they're older than 18 they can move on to question
on to question
on to question two so question two let's say it's a
two so question two let's say it's a
two so question two let's say it's a attitudinal um how willing are you to
attitudinal um how willing are you to
attitudinal um how willing are you to try friy Chicken and
try friy Chicken and
try friy Chicken and Waffles
Waffles
Waffles chicken and waffles
chicken and waffles
chicken and waffles for me that's an extremely
for me that's an extremely
for me that's an extremely likely so there's a 1 2 3 4
likely so there's a 1 2 3 4
likely so there's a 1 2 3 4 5 okay so not at all
5 okay so not at all
5 okay so not at all likely and extremely likely I hope you
likely and extremely likely I hope you
likely and extremely likely I hope you can see this or at least get the idea of
can see this or at least get the idea of
can see this or at least get the idea of what I'm trying to write cuz my chicken
what I'm trying to write cuz my chicken
what I'm trying to write cuz my chicken scratch fried chicken
scratch fried chicken
scratch fried chicken um anyway yeah so track anyone who says
um anyway yeah so track anyone who says
um anyway yeah so track anyone who says over 18 18
over 18 18
over 18 18 plus so anyone who's 18 plus can see
plus so anyone who's 18 plus can see
plus so anyone who's 18 plus can see this next
this next
this next question and now let's say I'm
question and now let's say I'm
question and now let's say I'm interested in talking to people for my
interested in talking to people for my
interested in talking to people for my study I'm interested in talking to
study I'm interested in talking to
study I'm interested in talking to people who are uh at
people who are uh at
people who are uh at least somewhat open to trying Chicken
least somewhat open to trying Chicken
least somewhat open to trying Chicken and Waffles okay I don't want the people
and Waffles okay I don't want the people
and Waffles okay I don't want the people who are not interested at all so 3 four
who are not interested at all so 3 four
who are not interested at all so 3 four five I will accept them so what I'm
five I will accept them so what I'm
five I will accept them so what I'm trying to do here is screen
trying to do here is screen
trying to do here is screen screen out
screen out
screen out people who
people who
people who answer one or
answer one or
answer one or two one and two okay so I'm going to
two one and two okay so I'm going to
two one and two okay so I'm going to keep 3 four five people who who answer 3
keep 3 four five people who who answer 3
keep 3 four five people who who answer 3 four five I'm going to keep and they get
four five I'm going to keep and they get
four five I'm going to keep and they get to see the next question so let's call
to see the next question so let's call
to see the next question so let's call this question uh one this is question
this question uh one this is question
this question uh one this is question two now this is question
two now this is question
two now this is question three my third screener question the
three my third screener question the
three my third screener question the track is if they answer
track is if they answer
track is if they answer 2 c 2 D and 2
2 c 2 D and 2
2 c 2 D and 2 e a b c d yeah uh this is messy but
e a b c d yeah uh this is messy but
e a b c d yeah uh this is messy but hopefully you're getting my drift here
hopefully you're getting my drift here
hopefully you're getting my drift here uh if they answer 2 C 2D 2 e they can
uh if they answer 2 C 2D 2 e they can
uh if they answer 2 C 2D 2 e they can proceed to NE this question whatever it
proceed to NE this question whatever it
proceed to NE this question whatever it is okay I we but hopefully this makes
is okay I we but hopefully this makes
is okay I we but hopefully this makes sense so to organize your thoughts in a
sense so to organize your thoughts in a
sense so to organize your thoughts in a screener you could do a similar thing as
screener you could do a similar thing as
screener you could do a similar thing as you would with methods and sampling so
you would with methods and sampling so
you would with methods and sampling so so far I've I'm using questions to
so far I've I'm using questions to
so far I've I'm using questions to screen people
screen people
screen people out but I have many times where I'm not
out but I have many times where I'm not
out but I have many times where I'm not trying to screen people I'm trying to
trying to screen people I'm trying to
trying to screen people I'm trying to get a quota so what I'm doing instead is
get a quota so what I'm doing instead is
get a quota so what I'm doing instead is profiling profiling or
profiling profiling or
profiling profiling or quot what that means is I'm interested
quot what that means is I'm interested
quot what that means is I'm interested in getting a mix of people who answer
in getting a mix of people who answer
in getting a mix of people who answer different different ways in the next
different different ways in the next
different different ways in the next question so what's the next question um
question so what's the next question um
question so what's the next question um I don't know How likely are you you know
I don't know How likely are you you know
I don't know How likely are you you know what are your thoughts about hot sauce
what are your thoughts about hot sauce
what are your thoughts about hot sauce okay maybe my study is a lot all about
okay maybe my study is a lot all about
okay maybe my study is a lot all about hot sauce and fried chicken and waffles
hot sauce and fried chicken and waffles
hot sauce and fried chicken and waffles so if this question could be about hot
so if this question could be about hot
so if this question could be about hot sauce do you you know do you like hot
sauce do you you know do you like hot
sauce do you you know do you like hot sauce or not whatever and I'm interested
sauce or not whatever and I'm interested
sauce or not whatever and I'm interested to talk to people who aren't into hot
to talk to people who aren't into hot
to talk to people who aren't into hot sauce and also people who are into hot
sauce and also people who are into hot
sauce and also people who are into hot sauce everything in between so really
sauce everything in between so really
sauce everything in between so really the next question is just profiling I
the next question is just profiling I
the next question is just profiling I want to mix of people who like hot sauce
want to mix of people who like hot sauce
want to mix of people who like hot sauce or don't like hot sauce and I want to
or don't like hot sauce and I want to
or don't like hot sauce and I want to talk to them so that's the purpose of of
talk to them so that's the purpose of of
talk to them so that's the purpose of of profiling a quot a question uh and
profiling a quot a question uh and
profiling a quot a question uh and hopefully yeah this format helps you
hopefully yeah this format helps you
hopefully yeah this format helps you organize your thoughts a little bit
organize your thoughts a little bit
organize your thoughts a little bit better you can add it to your actual
better you can add it to your actual
better you can add it to your actual study plan your audience would actually
study plan your audience would actually
study plan your audience would actually appreciate that too it's an easier way
appreciate that too it's an easier way
appreciate that too it's an easier way to find out why you're asking certain
to find out why you're asking certain
to find out why you're asking certain questions so hopefully that helps to
questions so hopefully that helps to
questions so hopefully that helps to illustrate just how important a study
illustrate just how important a study
illustrate just how important a study plan is let me tell you a story about
plan is let me tell you a story about
plan is let me tell you a story about something that happened to me at work so
something that happened to me at work so
something that happened to me at work so one time my team and I were planning
one time my team and I were planning
one time my team and I were planning research to study user onboarding to our
research to study user onboarding to our
research to study user onboarding to our platform we knew that onboarding was uh
platform we knew that onboarding was uh
platform we knew that onboarding was uh not great let's just say it's a a very
not great let's just say it's a a very
not great let's just say it's a a very small percent of people make it through
small percent of people make it through
small percent of people make it through the initial process and onboarding is
the initial process and onboarding is
the initial process and onboarding is one of those things you have to get
one of those things you have to get
one of those things you have to get right because it sets the tone for the
right because it sets the tone for the
right because it sets the tone for the rest of the experience for users so
rest of the experience for users so
rest of the experience for users so naturally I wanted to know how the
naturally I wanted to know how the
naturally I wanted to know how the product prepares or doesn't prepare new
product prepares or doesn't prepare new
product prepares or doesn't prepare new users to the platform and why people
users to the platform and why people
users to the platform and why people drop off before trying out the platform
drop off before trying out the platform
drop off before trying out the platform however as I was planning to research
however as I was planning to research
however as I was planning to research the design lead who's been at the
the design lead who's been at the
the design lead who's been at the company for about 7 years kept
company for about 7 years kept
company for about 7 years kept commenting on our research plan how is
commenting on our research plan how is
commenting on our research plan how is it different from previous XYZ research
it different from previous XYZ research
it different from previous XYZ research we have data on blah we have data on
we have data on blah we have data on
we have data on blah we have data on this etc etc I've gone through the
this etc etc I've gone through the
this etc etc I've gone through the previous research right and there had to
previous research right and there had to
previous research right and there had to be a reason why we're doing this new
be a reason why we're doing this new
be a reason why we're doing this new research but I started second guessing
research but I started second guessing
research but I started second guessing whether or not we needed this research
whether or not we needed this research
whether or not we needed this research because the design lead kept asking
because the design lead kept asking
because the design lead kept asking these questions and then my pm also
these questions and then my pm also
these questions and then my pm also started second guessing the research do
started second guessing the research do
started second guessing the research do we even need this now so even though I
we even need this now so even though I
we even need this now so even though I had already planned the research this
had already planned the research this
had already planned the research this doubt was killing me so the PM designer
doubt was killing me so the PM designer
doubt was killing me so the PM designer and I we sat together again we're like
and I we sat together again we're like
and I we sat together again we're like hey let's talk about it let's talk it
hey let's talk about it let's talk it
hey let's talk about it let's talk it out let's play Devil's Advocate let's
out let's play Devil's Advocate let's
out let's play Devil's Advocate let's pick this research apart do we really
pick this research apart do we really
pick this research apart do we really need and I really had to think what is
need and I really had to think what is
need and I really had to think what is it that we don't know about our users
it that we don't know about our users
it that we don't know about our users yet what were the limitations of the
yet what were the limitations of the
yet what were the limitations of the previous research what gaps do we need
previous research what gaps do we need
previous research what gaps do we need to fill in here what does the designer
to fill in here what does the designer
to fill in here what does the designer need to know in order to start designing
need to know in order to start designing
need to know in order to start designing a better experience eventually we did
a better experience eventually we did
a better experience eventually we did the research by looking at non-users and
the research by looking at non-users and
the research by looking at non-users and their expectations around the platform
their expectations around the platform
their expectations around the platform and it turned out to be useful because
and it turned out to be useful because
and it turned out to be useful because the previous research all have been done
the previous research all have been done
the previous research all have been done within the platform with our current
within the platform with our current
within the platform with our current user and stuff like that the point of
user and stuff like that the point of
user and stuff like that the point of the story is not the research study that
the story is not the research study that
the story is not the research study that I did right that's not the point of the
I did right that's not the point of the
I did right that's not the point of the story is this if you can't convince
story is this if you can't convince
story is this if you can't convince yourself don't expect to be convincing
yourself don't expect to be convincing
yourself don't expect to be convincing anybody else and if you are sure about
anybody else and if you are sure about
anybody else and if you are sure about your research questions and why you're
your research questions and why you're
your research questions and why you're doing it then be sure get stakeholders
doing it then be sure get stakeholders
doing it then be sure get stakeholders in a room just Jam On It is better to
in a room just Jam On It is better to
in a room just Jam On It is better to not know before the research than to not
not know before the research than to not
not know before the research than to not know while you're conducting the
know while you're conducting the
know while you're conducting the research and the other thing I want to
research and the other thing I want to
research and the other thing I want to point out if you work at a place where
point out if you work at a place where
point out if you work at a place where people have been on the team for a long
people have been on the team for a long
people have been on the team for a long time they're going to reference previous
time they're going to reference previous
time they're going to reference previous research they have a lot of
research they have a lot of
research they have a lot of institutional knowledge they're going to
institutional knowledge they're going to
institutional knowledge they're going to be like oh we already have this we know
be like oh we already have this we know
be like oh we already have this we know this and you need to start considering
this and you need to start considering
this and you need to start considering how the previous research was done you
how the previous research was done you
how the previous research was done you need to look at how the methodology is
need to look at how the methodology is
need to look at how the methodology is run Google is run on when it was done
run Google is run on when it was done
run Google is run on when it was done cuz the product may have changed a lot
cuz the product may have changed a lot
cuz the product may have changed a lot what questions were they asking were
what questions were they asking were
what questions were they asking were they asking the same question questions
they asking the same question questions
they asking the same question questions maybe some of the findings are
maybe some of the findings are
maybe some of the findings are applicable and great great if they are
applicable and great great if they are
applicable and great great if they are you save some time that's perfect I
you save some time that's perfect I
you save some time that's perfect I would rather have that but chances are
would rather have that but chances are
would rather have that but chances are your product has changed over time and
your product has changed over time and
your product has changed over time and you know what yeah we have researched in
you know what yeah we have researched in
you know what yeah we have researched in the past but we're still seeing the same
the past but we're still seeing the same
the past but we're still seeing the same problem it still hasn't been fixed
problem it still hasn't been fixed
problem it still hasn't been fixed so anyway that was a quick little detour
so anyway that was a quick little detour
so anyway that was a quick little detour to show you the realities of study
to show you the realities of study
to show you the realities of study planning not everything's going to be
planning not everything's going to be
planning not everything's going to be smooth like butter so if you're not sure
smooth like butter so if you're not sure
smooth like butter so if you're not sure it's okay take the extra meeting don't
it's okay take the extra meeting don't
it's okay take the extra meeting don't just jump into the research if you're
just jump into the research if you're
just jump into the research if you're not sure if you're not sure
not sure if you're not sure
not sure if you're not sure as the researcher that's not good so be
as the researcher that's not good so be
as the researcher that's not good so be sure ask your stakeholders ask them
sure ask your stakeholders ask them
sure ask your stakeholders ask them again and just go in at like hey you
again and just go in at like hey you
again and just go in at like hey you know what I've been thinking I've been
know what I've been thinking I've been
know what I've been thinking I've been thinking uh yeah yeah yeah I can I align
thinking uh yeah yeah yeah I can I align
thinking uh yeah yeah yeah I can I align with yall I want to clarify is this what
with yall I want to clarify is this what
with yall I want to clarify is this what we're studying we have this data here
we're studying we have this data here
we're studying we have this data here what do we think about that right what
what do we think about that right what
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