intercept them in the wild: recruiting hard-to-find participants

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Intercept them in the wild: Recruiting hard-to-find participants Dana Chisnell Whitney Quesenbery Center for Civic Design

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Dana Chisnell's presentation from the UXPA Boston 2014 conference.

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Page 1: Intercept them in the wild: Recruiting hard-to-find participants

Intercept them in the wild: Recruiting hard-to-find participants

Dana Chisnell Whitney Quesenbery Center for Civic Design

Page 2: Intercept them in the wild: Recruiting hard-to-find participants

Hi. Can I ask you some quick questions?

Page 3: Intercept them in the wild: Recruiting hard-to-find participants

Why would anybody recruit research participants this way?

Page 4: Intercept them in the wild: Recruiting hard-to-find participants

What’s happening here?

1.  Observe

2.  Approach

3.  Invite

4.  Read reactions

5.  Respond to objections

6.  Ask

7.  Transition

Page 5: Intercept them in the wild: Recruiting hard-to-find participants

Observe What are you looking for?

fit for the sample

sanity

eye contact

1

Page 6: Intercept them in the wild: Recruiting hard-to-find participants

Approach How do you present yourself?

asking for a favor

not crazy or scary

not selling anything

not begging

2

Page 7: Intercept them in the wild: Recruiting hard-to-find participants

Invite Talking to strangers

smiling

walking

pitching

3

Page 8: Intercept them in the wild: Recruiting hard-to-find participants

Read How do you know whether they’re willing?

If they’re not leaving, keep talking

If they keep going, walk along for a bit

4

Page 9: Intercept them in the wild: Recruiting hard-to-find participants

Respond What are their concerns?

credibility

purpose of interview

time

just NO

5

Page 10: Intercept them in the wild: Recruiting hard-to-find participants

Ask Do they qualify?

minimal qualifications

snap decisions

easy to dismiss

start with a script but be willing to flex

6

Page 11: Intercept them in the wild: Recruiting hard-to-find participants

Transition Willing to spend more time?

thanks

could I have [specific amount of time]

progressive (quick) disclosure

keep the time promise

7

Page 12: Intercept them in the wild: Recruiting hard-to-find participants

Practicalities: Planning for intercepts

Page 13: Intercept them in the wild: Recruiting hard-to-find participants

Goals

§  What do you want to end up with?

§  What are you using the data for?

Page 14: Intercept them in the wild: Recruiting hard-to-find participants

Locations and timing

§  High traffic, but not traversing

§  Lots of loitering or waiting §  Cafes

§  Community centers

§  Mixed use areas

§  Open markets or malls

Page 15: Intercept them in the wild: Recruiting hard-to-find participants

Intermediaries People who are connected to the community that you want to meet

Trusted sources

Know the territory

Caution: Be clear about roles

Page 16: Intercept them in the wild: Recruiting hard-to-find participants

Scripting Flexibly transitioning

§  Pre-visualize

§  Checklist-like

§  Track timing

Page 17: Intercept them in the wild: Recruiting hard-to-find participants
Page 18: Intercept them in the wild: Recruiting hard-to-find participants
Page 19: Intercept them in the wild: Recruiting hard-to-find participants

Transition

Page 20: Intercept them in the wild: Recruiting hard-to-find participants

Very quick!

Page 21: Intercept them in the wild: Recruiting hard-to-find participants

Sampling and targets

Have in mind what you want coverage to be

Check on the mix at regular intervals

Look at what you’re learning from whom

Set goals

Page 22: Intercept them in the wild: Recruiting hard-to-find participants

Choosing whom to approach

Page 23: Intercept them in the wild: Recruiting hard-to-find participants

Issues in self-awareness

Page 24: Intercept them in the wild: Recruiting hard-to-find participants

Issues in self-awareness fear and apprehension

bias

getting started

Page 25: Intercept them in the wild: Recruiting hard-to-find participants

Personal comfort and safety §  Dress for weather

§  Choose shoes for standing

§  Drink water

Page 26: Intercept them in the wild: Recruiting hard-to-find participants

Personal comfort and safety §  Work with a partner

§  Be aware of surroundings

§  Not after dark, outside

Page 27: Intercept them in the wild: Recruiting hard-to-find participants

Languages Have materials available in languages

Make the translator a partner

make sure they know the goals of the study

give them the script

get translations ahead of time

Don’t insist on one language or the other

Page 28: Intercept them in the wild: Recruiting hard-to-find participants

Summary

Choose locations carefully

Use intermediaries and translators

Script but flex

Choreograph the transition

Be aware of personal biases

Work in pairs

Page 29: Intercept them in the wild: Recruiting hard-to-find participants

Thank you

Page 30: Intercept them in the wild: Recruiting hard-to-find participants

Dana Chisnell Whitney Quesenbery Center for Civic Design

[email protected] blog: civicdesigning.org