how to get more than opinions: interview techniques and advice
DESCRIPTION
Given at the intro evening of Lean UX Machine Tel Aviv (http://leanuxmachine.com/ & http://leanuxmachine2011.tumblr.com/), this short talk on interview techniques introduces basic principles of how to facilitate qualitative research. Aimed at lean startups, I hope it will be relevant advice for 'getting out of the building'.Shared under a Creative Commons with Attribution license :)TRANSCRIPT
How to get more than opinionsInterview techniques and advice
Johanna Kollmann - @johannakollLean UX Machine Tel Aviv, 4 August 2011
Photo by NASA Marshall Space Flight Center http://www.flickr.com/photos/28634332@N05/5038531149/
Photo by Bottleleaf http://www.flickr.com/photos/bottleleaf/2258627441/
UX helps you to get out of the building
(Some) research methods (yeah we have a lot)
Generative
Evaluative
Contextual inquiryMental modelsInterviewsDiary studies
Quantitative Qualitative
Adapted from figures by Janice Fraser, Nate Bolt, Christian Rohrer
Automated card sortSurveysAutomated studiesAnalyticsA/B TestingMulti-variant testing
SurveysInterviews
Usability testingModerated card sortWizard of Oz
Photo by Dave Gilbert http://www.flickr.com/photos/eye2eye/50892860/
Non-leading interviews are a conversation
Non-leading interviews
• Are generative
• Focus on people’s behaviours and goals
• Capture their way of thinking and vocabulary
• Are about listening to stories
• Can be conducted in-person or remotely
• Should be done with people who have immediate
experience
Mental Models by Indi Young
Photo by angelamaphone http://www.flickr.com/photos/angelamaphone/2663422833//
Planning the interview
Define your goals
• Who do you need to talk to?
• What do you need to observe?
• What do you hope to find out?
• What’s your hypothesis?
Also, make sure you identify your own bias and beliefs!
What topics shall the interview cover?
Buying
food
Preparing
food
Eating out
Dieting
Exercise
Busy
lifestyle
Struggles
Prompts rather than set questions
Day-in-a-life (today,
yesterday)
Decide what to eat
Last time on a diet
How active (want vs. do)
Preparing food for oneself
Preparing food for
family/friends
Have a ‘softball question’ ready
Please tell me a little bit
about your cooking this week.
Could you tell me about the
last dish you prepared
yourself?
Photo by Anders Zakrisson http://www.flickr.com/photos/anders-zakrisson/4982281184/
During the interview
Photo by Jitter Buffer http://www.flickr.com/photos/ph0t0s/5984587230/
We are so used to being interrupted that we have developed highly effective interruption defense
mechanisms.
Photo by Ed Yourdon http://www.flickr.com/photos/yourdon/2574628438/
Really listening lets you understand someone, or a situation, on several
different levels.
Active listening
Receive
Appreciate
Summarise
Ask
From Julian Treasure’s TED talk ‘5 ways to listen better’
Ask open questions – don’t lead
YAY
• Who
• What
• When
•
Wher
e
• Why
• How
NAY
• Did
• Have
• Are
• Were
• Will
Were you trying to do A or B?
What were you trying to do?
How to keep people talking
Help me understand betterCan you tell me the
story about that?
Tell me more…
What else can you tell
me about…
What do you mean by…
Echoing and rephrasing
This is confusing...
Confusing...
Yes, confusing. I wasn't sure whether...
Example from ‘Storytelling for User Experience’ by Whitney Quesenbery & Kevin Brooks
Echoing and rephrasing
…and so I decided to click on that link to go to the next page.
Okay, so let me get this straight: first, you saw the link, and...what, again?
I saw the link, and I thought to myself....(paraphrases self)
Example from ‘Remote Research’ by Nate Bolt & Tony Tulathimutte
Conversational disequilibrium
I wanted to download that application, but the
instructions were so confusing… (trails off and
stops talking)
The instructions were confusing?
Example from ‘Storytelling for User Experience’ by Whitney Quesenbery & Kevin Brooks
And you expected…
Confusing?...Because….
So then you…
Mmmm hmmm.
Photo by David Anderson http://www.flickr.com/photos/venndiagram/4667350842/
How to deal with difficult people
The quiet one
• So, tell me what you're trying to do here
• What are you trying to get done right now?
• How does this (part/page) compare with what you were
expecting?
• If the user falls quiet repeatedly: And by the way, if you
could just let me know what's going through your head as
you’re doing this...
Example from ‘Remote Research’ by Nate Bolt & Tony Tulathimutte
The bored one
• I noticed that you just hesitated a bit before clicking on
that button. Can you tell me why?
• Why don't we back up a bit? I was curious about what drew
your attention to the tab you just clicked on?
• Before we move on from here, I wanted to ask you about
this part a bit more. What do you think about the range of
choices they give you here? Is anything missing?
Example from ‘Remote Research’ by Nate Bolt & Tony Tulathimutte
• That's really interesting, thanks for telling me about that.
To come back to....
• Can I interrupt you? Sorry, I was actually curious if you
could...
Example from ‘Remote Research’ by Nate Bolt & Tony Tulathimutte
The chatty one
Photo by Hilde Skjølberg http://www.flickr.com/photos/hebe/3004800079/
Do’s and don’ts
DoBe the learner, not the expert
Ask naïve questions
Ask for specific stories
Allow people time to think
Listen!
Take notes or record
Take photos or collect artefacts
Photo by Tomas Hellberg http://www.flickr.com/photos/tomhe/35312882/
Don’tBe an interrogator
Ask questions that sound like blame, or argumentative
Ask for solutions
Try to solve problems during the interview
Ask what features people want
Ask people to imagine theoretical situations
Photo by G Meyer http://www.flickr.com/photos/kainet/144703613/
Photo by Ed Stevenson http://www.flickr.com/photos/estevenson/2641282945/
Have fun!
Mental Models by Indi Young
Storytelling for User Experience by Whitney Quesenbery & Kevin Brooks
Remote Research by Nate Bolt & Tony Tulathimutte
Undercover User Experience by Cennydd Bowles
Designing for the Digital Age by Kim Goodwin
LUXr resources and materials by Janice Fraser (
http://www.slideshare.net/clevergirl/) and Lane Halley (
http://www.slideshare.net/LaneHalley/)
User Interview Techniques - Guidelines for Obtaining Better Results by
Michael Hawley in User Experience, Volume 8, Issue 3, 3rd Quarter 2009
How to ask ‘why’ without asking ‘why by Karl Sabino (
http://www.thinkflowinteractive.com/2009/09/01/how-to-ask-why/)
Articles on User Interface Engineering (
http://www.uie.com/browse/usability_testing/)
Resources
Janice Fraser, Lane Halley & Josh Seiden from LUXr for sharing their materials under a
CC license
Flow Interactive alumni friends for sharing their advice
Graham Uff for feedback
And big thanks to everybody who made Lean UX Machine Tel Aviv happen!
Thank you