November 18, 2022
4 min

Create a user research plan with these steps

A great user experience (UX) is one of the largest drivers of growth and revenue through user satisfaction. However, when budgets get tight, or there is a squeeze on timelines, user research is one of the first things to go. Often at the cost of user satisfaction.  

This short sighted view can mean project managers are preoccupied with achieving milestones and short term goals. And UX teams get stuck researching products they weren’t actually involved with developing. As a result no one has the space and understanding to really develop a product that speaks to users needs, desires and wants. There must  be a better way to produce a product that is user-driven.  Thankfully there is.

What is user research and why should project managers care about it? 👨🏻💻

User research is an important part of the product development process. Primarily, user research involves using different research methods to gather information about your end users. 

Essentially it aims to create the best possible experience for your users by listening and learning directly from those that already or potentially will use your product. You might conduct interviews to help you understand a particular problem, carry out a tree test to identify bottlenecks or problems in your navigation, or do some usability testing to directly observe your users as they perform different tasks on your website or in your app. Or a combination of these to understand what users really want.

To a project manager and team, this likely sounds fairly familiar, that any project can’t be managed in a silo. Regular check-ins and feedback are essential to making smart decisions. The same with UX research. It can make the whole process quicker and more efficient. By taking a step back, digging into your users’ minds, and gaining a fuller understanding of what they want upfront, it can curtail short-term views and decisions.

Bringing more user research into your development process has major benefits for the team, and the ultimately the quality of that final product. There are three key benefits:

  1. Saves your development team time and effort. Ensuring the team is working on what users want, not wasting time on features that don’t measure up.
  2. Gives your users a better experience by meeting their requirements.
  3. Helps your team innovate quickly by understanding what users really want.

As a project manager, making space and planning for user research can be one of the best ways to ensure the team is creating a product that truly is user-driven.

How to bring research into your product development process 🤔

There are a couple of ways you can bring UX research into your product development process

  1. Start with a dedicated research project.
  2. Integrate UX research throughout the development project.

It can be more difficult to integrate UX research throughout the process, as it means planning the project with various stages of research built in to check the development of features. But ultimately this approach is likely to turn out the best product. One that has been considered, checked and well thought out through the whole product development process. To help you on the way we have laid out 6 key steps to help you integrate UX research into your product development process.

6 key steps to integrate UX research 👟

Step 1: Define your research questions

Take a step back, look at your product and define your research questions

It may be tempting just to ask, ‘do users like our latest release?’ This however does not get to why or what your users like or don’t like. Try instead:

  • What do our users really want from our product?
  • Where are they currently struggling while using our website?
  • How can we design a better product for our users?

These questions help to form the basis of specific questions about your product and specific areas of research to explore which in turn help shape the type of research you undertake.

Step 2: Create your research plan

With a few key research questions to focus on, it’s time to create your research plan.

A great research plan covers your project’s goals, scope, timing, and deliverables. It’s essential for keeping yourself organized but also for getting key stakeholder signoff.

Step 3: Prepare any research logistics

Every project plan requires attention to detail including a user research project. And with any good project there are a set of steps to help make sense of it.

  1. Method: Based on your questions, what is the best user research method to use? 
  2. Schedule: When will the research take place? How long will it go on for? If this is ongoing research, plan how it will be implemented and how often.
  3. Location: Where will the research take place? 
  4. Resources: What resources do you need? This could be technical support or team members.
  5. Participants: Define who you want to research. Who is eligible to take part in this research? How will you find the right people?
  6. Data: How will you capture the research data? Where will it be stored? How will you analyze the data and create insights and reports that can be used?
  7. Deliverables: What is the ultimate goal for your research project?

Step 4: Decide which method will be used

Many user research methods benefit from an observational style of testing. Particularly if you are looking into why users undertake a specific task or struggle.

Typically, there are two approaches to testing:

  1. Moderated testing is when a moderator is present during the test to answer questions, guide the participant, or dig deeper with further questions.
  2. Unmoderated testing is when a participant is left on their own to carry out the task. Often this is done remotely and with very specific instructions.Your key questions will determine which method will works best for your research.  Find our more about the differences.

Step 5: Run your research session

It’s time to gather insights and data. The questions you are asking will influence how you run your research sessions and the methods you’ve chosen. 

If you are running surveys you will be asking users through a banner or invitation to fill out your survey. Unmoderated and very specific questions. Gathering qualitative data and analyzing patterns.

If you’re using something qualitative like interviews or heat mapping, you’ll want to implement software and gather as much information as possible.

Step 6: Prepare a research findings report and share with stakeholders

Analyze your findings, interrogate your data and find those insights that dive into the way your users think. How do they love your product? But how do they also struggle?

Pull together your findings and insights into an easy to understand report. And get socializing. Bring your key stakeholders together and share your findings. Bringing everyone across the findings together can bring everyone on the journey. And for the development process can mean decisions can be user-driven. 

Wrap Up 🥙

Part of any project, UX research should be essential to developing a product that is user-driven. Integrating user research into your development process can be challenging. But with planning and strategy it can be hugely beneficial to saving time and money in the long run. 

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6 things to consider when setting up a research practice

With UX research so closely tied to product success, setting up a dedicated research practice is fast becoming important for many organizations. It’s not an easy process, especially for organizations that have had little to do with research, but the end goal is worth the effort.

But where exactly are you supposed to start? This article provides 6 key things to keep in mind when setting up a research practice, and should hopefully ensure you’ve considered all of the relevant factors.

1) Work out what your organization needs

The first and most simple step is to take stock of the current user research situation within the organization. How much research is currently being done? Which teams or individuals are talking to customers on an ongoing basis? Consider if there are any major pain points with the current way research is being carried out or bottlenecks in getting research insights to the people that need them. If research isn't being practiced, identify teams or individuals that don't currently have access to the resources they need, and consider ways to make insights available to the people that need them.

2) Consolidate your insights

UX research should be communicating with nearly every part of an organization, from design teams to customer support, engineering departments and C-level management. The insights that stem from user research are valuable everywhere. Of course, the opposite is also true: insights from support and sales are useful for understanding customers and how the current product is meeting people's needs.

When setting up a research practice, identify which teams you should align with, and then reach out. Sit down with these teams and explore how you can help each other. For your part, you’ll probably need to explain the what and why of user research within the context of your organization, and possibly even explain at a basic level some of the techniques you use and the data you can obtain.

Then, get in touch with other teams with the goal of learning from them. A good research practice needs a strong connection to other parts of the business with the express purpose of learning. For example, by working with your organization’s customer support team, you’ll have a direct line to some of the issues that customers deal with on a regular basis. A good working relationship here means they’ll likely feed these insights back to you, in order to help you frame your research projects.

By working with your sales team, they’ll be able to share issues prospective customers are dealing with. You can follow up on this information with research, the results of which can be fed into the development of your organization’s products.

It can also be fruitful to develop an insights repository, where researchers can store any useful insights and log research activities. This means that sales, customer support and other interested parties can access the results of your research whenever they need to.

When your research practice is tightly integrated other key areas of the business, the organization is likely to see innumerable benefits from the insights>product loop.

3) Figure out which tools you will use

By now you’ve hopefully got an idea of how your research practice will fit into the wider organization – now it’s time to look at the ways in which you’ll do your research. We’re talking, of course, about research methods and testing tools.

We won’t get into every different type of method here (there are plenty of other articles and guides for that), but we will touch on the importance of qualitative and quantitative methods. If you haven’t come across these terms before, here’s a quick breakdown:

  • Qualitative research – Focused on exploration. It’s about discovering things we cannot measure with numbers, and often involves speaking with users through observation or user interviews.
  • Quantitative research – Focused on measurement. It’s all about gathering data and then turning this data into usable statistics.

All user research methods are designed to deliver either qualitative or quantitative data, and as part of your research practice, you should ensure that you always try to gather both types. By using this approach, you’re able to generate a clearer overall picture of whatever it is you’re researching.

Next comes the software. A solid stack of user research testing tools will help you to put research methods into practice, whether for the purposes of card sorting, carrying out more effective user interviews or running a tree test.

There are myriad tools available now, and it can be difficult to separate the useful software from the chaff. Here’s a list of research and productivity tools that we recommend.

Tools for research

Here’s a collection of research tools that can help you gather qualitative and quantitative data, using a number of methods.

  • Treejack – Tree testing can show you where people get lost on your website, and help you take the guesswork out of information architecture decisions. Like OptimalSort, Treejack makes it easy to sort through information and pairs this with in-depth analysis features.
  • dScout – Imagine being able to get video snippets of your users as they answer questions about your product. That’s dScout. It’s a video research platform that collects in-context “moments” from a network of global participants, who answer your questions either by video or through photos.
  • Ethnio – Like dScout, this is another tool designed to capture information directly from your users. It works by showing an intercept pop-up to people who land on your website. Then, once they agree, it runs through some form of research.
  • OptimalSort – Card sorting allows you to get perspective on whatever it is you’re sorting and understand how people organize information. OptimalSort makes it easier and faster to sort through information, and you can access powerful analysis features.
  • Reframer – Taking notes during user interviews and usability tests can be quite time-consuming, especially when it comes to analyze the data. Reframer gives individuals and teams a single tool to store all of their notes, along with a set of powerful analysis features to make sense of their data.
  • Chalkmark – First-click testing can show you what people click on first in a user interface when they’re asked to complete a task. This is useful, as when people get their first click correct, they’re much more likely to complete their task. Chalkmark makes the process of setting up and running a first-click test easy. What’s more, you’re given comprehensive analysis tools, including a click heatmap.

Tools for productivity

These tools aren’t necessarily designed for user research, but can provide vital links in the process.

  • Whimsical – A fantastic tool for user journeys, flow charts and any other sort of diagram. It also solves one of the biggest problems with online whiteboards – finicky object placement.
  • Descript – Easily transcribe your interview and usability test audio recordings into text.
  • Google Slides – When it inevitably comes time to present your research findings to stakeholders, use Google Slides to create readable, clear presentations.

4) Figure out how you’ll track findings over time

With some idea of the research methods and testing tools you’ll be using to collect data, now it’s time to think about how you’ll manage all of this information. A carefully ordered spreadsheet and folder system can work – but only to an extent. Dedicated software is a much better choice, especially given that you can scale these systems much more easily.

A dedicated home for your research data serves a few distinct purposes. There’s the obvious benefit of being able to access all of your findings whenever you need them, which means it’s much easier to create personas if the need arises. A dedicated home also means your findings will remain accessible and useful well into the future.

When it comes to software, Reframer stands as one of the better options for creating a detailed customer insights repository as you’re able to capture your sessions directly in the tool and then apply tags afterwards. You can then easily review all of your observations and findings using the filtering options. Oh, and there’s obviously the analysis side of the tool as well.

If you’re looking for a way to store high-level findings – perhaps if you’re intending to share this data with other parts of your organization – then a tool like Confluence or Notion is a good option. These tools are basically wikis, and include capable search and navigation options too.

5) Where will you get participants from?

A pool of participants you can draw from for your user research is another important part of setting up a research practice. Whenever you need to run a study, you’ll have real people you can call on to test, ask questions and get feedback from.

This is where you’ll need to partner other teams, likely sales and customer support. They’ll have direct access to your customers, so make sure to build a strong relationship with these teams. If you haven’t made introductions, it can helpful to put together a one-page sheet of information explaining what UX research is and the benefits of working with your team.

You may also want to consider getting in some external help. Participant recruitment services are a great way to offload the heavy lifting of sourcing quality participants – often one of the hardest parts of the research process.

6) Work out how you'll communicate your research

Perhaps one of the most important parts of being a user researcher is taking the findings you uncover and communicating them back to the wider organization. By feeding insights back to product, sales and customer support teams, you’ll form an effective link between your organization’s customers and your organization. The benefits here are obvious. Product teams can build products that actually address customer pain points, and sales and support teams will better understand the needs and expectations of customers.

Of course, it isn’t easy to communicate findings. Here are a few tips:

  • Document your research activities: With a clear record of your research, you’ll find it easier to pull out relevant findings and communicate these to the right teams.
  • Decide who needs what: You’ll probably find that certain roles (like managers) will be best served by a high-level overview of your research activities (think a one-page summary), while engineers, developers and designers will want more detailed research findings.

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How to create a UX research plan

Summary: A detailed UX research plan helps you keep your overarching research goals in mind as you work through the logistics of a research project.

There’s nothing quite like the feeling of sitting down to interview one of your users, steering the conversation in interesting directions and taking note of valuable comments and insights. But, as every researcher knows, it’s also easy to get carried away. Sometimes, the very process of user research can be so engrossing that you forget the reason you’re there in the first place, or unexpected things that come up that can force you to change course or focus.

This is where a UX research plan comes into play. Taking the time to set up a detailed overview of your high-level research goals, team, budget and timeframe will give your research the best chance of succeeding. It's also a good tool for fostering alignment - it can make sure everyone working on the project is clear on the objectives and timeframes. Over the course of your project, you can refer back to your plan – a single source of truth. After all, as Benjamin Franklin famously said: “By failing to prepare, you are preparing to fail”.

In this article, we’re going to take a look at the best way to put together a research plan.

Your research recipe for success

Any project needs a plan to be successful, and user research is no different. As we pointed out above, a solid plan will help to keep you focused and on track during your research – something that can understandably become quite tricky as you dive further down the research rabbit hole, pursuing interesting conversations during user interviews and running usability tests. Thought of another way, it’s really about accountability. Even if your initial goal is something quite broad like “find out what’s wrong with our website”, it’s important to have a plan that will help you to identify when you’ve actually discovered what’s wrong.

So what does a UX research plan look like? It’s basically a document that outlines the where, why, who, how and what of your research project.

It’s time to create your research plan! Here’s everything you need to consider when putting this plan together.

Make a list of your stakeholders

The first thing you need to do is work out who the stakeholders are on your project. These are the people who have a stake in your research and stand to benefit from the results. In those instances where you’ve been directed to carry out a piece of research you’ll likely know who these people are, but sometimes it can be a little tricky. Stakeholders could be C-level executives, your customer support team, sales people or product teams. If you’re working in an agency or you’re freelancing, these could be your clients.

Make a list of everyone you think needs to be consulted and then start setting up catch-up sessions to get their input. Having a list of stakeholders also makes it easy to deliver insights back to these people at the end of your research project, as well as identify any possible avenues for further research. This also helps you identify who to involve in your research (not just report findings back to).

Action: Make a list of all of your stakeholders.

Write your research questions

Before we get into timeframes and budgets you first need to determine your research questions, also known as your research objectives. These are the ‘why’ of your research. Why are you carrying out this research? What do you hope to achieve by doing all of this work? Your objectives should be informed by discussions with your stakeholders, as well as any other previous learnings you can uncover. Think of past customer support discussions and sales conversations with potential customers.

Here are a few examples of basic research questions to get you thinking. These questions should be actionable and specific, like the examples we’ve listed here:

  • “How do people currently use the wishlist feature on our website?”
  • “How do our current customers go about tracking their orders?”
  • “How do people make a decision on which power company to use?”
  • “What actions do our customers take when they’re thinking about buying a new TV?”

A good research question should be actionable in the sense that you can identify a clear way to attempt to answer it, and specific in that you’ll know when you’ve found the answer you’re looking for. It's also important to keep in mind that your research questions are not the questions you ask during your research sessions - they should be broad enough that they allow you to formulate a list of tasks or questions to help understand the problem space.

Action: Create a list of possible research questions, then prioritize them after speaking with stakeholders.

What is your budget?

Your budget will play a role in how you conduct your research, and possibly the amount of data you're able to gather.

Having a large budget will give you flexibility. You’ll be able to attract large numbers of participants, either by running paid recruitment campaigns on social media or using a dedicated participant recruitment service. A larger budget helps you target more people, but also target more specific people through dedicated participant services as well as recruitment agencies.

Note that more money doesn't always equal better access to tools - e.g. if I work for a company that is super strict on security, I might not be able to use any tools at all. But it does make it easier to choose appropriate methods and that allow you to deliver quality insights. E.g. a big budget might allow you to travel, or do more in-person research which is otherwise quite expensive.

With a small budget, you’ll have to think carefully about how you’ll reward participants, as well as the number of participants you can test. You may also find that your budget limits the tools you can use for your testing. That said, you shouldn’t let your budget dictate your research. You just have to get creative!

Action: Work out what the budget is for your research project. It’s also good to map out several cheaper alternatives that you can pursue if required.

How long will your project take?

How long do you think your user research project will take? This is a necessary consideration, especially if you’ve got people who are expecting to see the results of your research. For example, your organization’s marketing team may be waiting for some of your exploratory research in order to build customer personas. Or, a product team may be waiting to see the results of your first-click test before developing a new signup page on your website.

It’s true that qualitative research often doesn’t have a clear end in the way that quantitative research does, for example as you identify new things to test and research. In this case, you may want to break up your research into different sub-projects and attach deadlines to each of them.

Action: Figure out how long your research project is likely to take. If you’re mixing qualitative and quantitative research, split your project timeframe into sub-projects to make assigning deadlines easier.

Understanding participant recruitment

Who you recruit for your research comes from your research questions. Who can best give you the answers you need? While you can often find participants by working with your customer support, sales and marketing teams, certain research questions may require you to look further afield.

The methods you use to carry out your research will also have a part to play in your participants, specifically in terms of the numbers required. For qualitative research methods like interviews and usability tests, you may find you’re able to gather enough useful data after speaking with 5 people. For quantitative methods like card sorts and tree tests, it’s best to have at least 30 participants. You can read more about participant numbers in this Nielsen Norman article.

At this stage of the research plan process, you’ll also want to write some screening questions. These are what you’ll use to identify potential participants by asking about their characteristics and experience.

Action: Define the participants you’ll need to include in your research project, and where you plan to source them. This may require going outside of your existing user base.

Which research methods will you use?

The research methods you use should be informed by your research questions. Some questions are best answered by quantitative research methods like surveys or A/B tests, with others by qualitative methods like contextual inquiries, user interviews and usability tests. You’ll also find that some questions are best answered by multiple methods, in what’s known as mixed methods research.

If you’re not sure which method to use, carefully consider your question. If we go back to one of our earlier research question examples: “How do our current customers go about tracking their orders?”, we’d want to test the navigation pathways.

If you’re not sure which method to use, it helps to carefully consider your research question. Let’s use one of our earlier examples: “Is it easy for users to check their order history in our iPhone app?” as en example. In this case, because we want to see how users move through our app, we need a method that’s suited to testing navigation pathways – like tree testing.

For the question: “What actions do our customers take when they’re thinking about buying a new TV?”, we’d want to take a different approach. Because this is more of an exploratory question, we’re probably best to carry out a round of user interviews and ask questions about their process for buying a TV.

Action: Before diving in and setting up a card sort, consider which method is best suited to answer your research question.

Develop your research protocol

A protocol is essentially a script for your user research. For the most part, it’s a list of the tasks and questions you want to cover in your in-person sessions. But, it doesn’t apply to all research types. For example, for a tree test, you might write your tasks, but this isn't really a script or protocol.

Writing your protocol should start with actually thinking about what these questions will be and getting feedback on them, as well as:

  • The tasks you want your participants to do (usability testing)
  • How much time you’ve set aside for the session
  • A script or description that you can use for every session
  • Your process for recording the interviews, including how you’ll look after participant data.

Action: This is essentially a research plan within a research plan – it’s what you’d take to every session.

Happy researching!

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Collating your user testing notes

It’s been a long day. Scratch that - it’s been a long week! Admit it. You loved every second of it.

Twelve hour days, the mad scramble to get the prototype ready in time, the stakeholders poking their heads in occasionally, dealing with no-show participants and the excitement around the opportunity to speak to real life human beings about product or service XYZ. Your mind is exhausted but you are buzzing with ideas and processing what you just saw. You find yourself sitting in your war room with several pages of handwritten notes and with your fellow observers you start popping open individually wrapped lollies leftover from the day’s sessions. Someone starts a conversation around what their favourite flavour is and then the real fun begins. Sound familiar? Welcome to the post user testing debrief meeting.

How do you turn those scribbled notes and everything rushing through your mind into a meaningful picture of the user experience you just witnessed? And then when you have that picture, what do you do next? Pull up a bean bag, grab another handful of those lollies we feed our participants and get comfy because I’m going to share my idiot-proof, step by step guide for turning your user testing notes into something useful.

Let’s talk

Get the ball rolling by holding a post session debrief meeting while it’s all still fresh your collective minds. This can be done as one meeting at the end of the day’s testing or you could have multiple quick debriefs in between testing sessions. Choose whichever options works best for you but keep in mind this needs to be done at least once and before everyone goes home and forgets everything. Get all observers and facilitators together in any meeting space that has a wall like surface that you can stick post its to - you can even use a window! And make sure you use real post its - the fake ones fall off!

Mark your findings (Tagging)

Before you put sharpie to post it, it’s essential to agree as a group on how you will tag your observations. Tagging the observations now will make the analysis work much easier and help you to spot patterns and themes. Colour coding the post its is by far the simplest and most effective option and how you assign the colours is entirely up to you. You could have a different colour for each participant or testing session, you could have different colours to denote participant attributes that are relevant to your study eg senior staff and junior staff, or you could use different colours to denote specific testing scenarios that were used. There’s many ways you could carve this up and there’s no right or wrong way. Just choose the option that suits you and your team best because you’re the ones who have to look at it and understand it. If you only have one colour post it eg yellow, you could colour code the pen colours you use to write on the notes or include some kind of symbol to help you track them.

Processing the paper (Collating)

That pile of paper is not going to process itself! Your next job as a group is to work through the task of transposing your observations to post it notes. For now, just stick them to the wall in any old way that suits you. If you’re the organising type, you could group them by screen or testing scenario. The positioning will all change further down the process, so at this stage it’s important to just keep it simple. For issues that occur repeatedly across sessions, just write them down on their own post its- doubles will be useful to see further down the track.In addition to  holding a debrief meetings, you also need to round up everything that was used to capture the testing session/s. And I mean EVERYTHING.

Handwritten notes, typed notes, video footage and any audio recordings need to be reviewed just in case something was missed. Any handwritten notes should be typed to assist you with the completion of the report. Don’t feel that you have to wait until the testing is completed before you start typing up your notes because you will find they pile up very quickly and if your handwriting is anything like mine…. Well let’s just say my short term memory is often required to pick up the slack and even that has it’s limits. Type them up in between sessions where possible and save each session as it’s own document. I’ll often use the testing questions or scenario based tasks to structure my typed notes and I find that makes it really easy to refer back to.Now that you’ve processed all the observations, it’s time to start sorting your observations to surface behavioural patterns and make sense of it all.

Spotting patterns and themes through affinity diagramming

Affinity diagramming is a fantastic tool for making sense of user testing observations. In fact it’s just about my favourite way to make sense of any large mass of information. It’s an engaging and visual process that grows and evolves like a living creature taking on a life of its own. It also builds on the work you’ve just done which is a real plus!By now, testing is over and all of your observations should all be stuck to a wall somewhere. Get everyone together again as a group and step back and take it all in. Just let it sit with you for a moment before you dive in. Just let it breathe. Have you done that? Ok now as individuals working at the same time, start by grouping things that you think belong together. It’s important to just focus on the content of the labels and try to ignore the colour coded tagging at this stage, so if session one was blue post its don’t group all the blue ones together just because they’re all blue! If you get stuck, try grouping by topic or create two groups eg issues and wins and then chunk the information up from there.

You will find that the groups will change several times over the course of the process  and that’s ok because that’s what it needs to do.While you do this, everyone else will be doing the same thing - grouping things that make sense to them.  Trust me, it’s nowhere near as chaotic as it sounds! You may start working as individuals but it won’t be long before curiosity kicks in and the room is buzzing with naturally occurring conversation.Make sure you take a step back regularly and observe what everyone else is doing and don’t be afraid to ask questions and move other people’s post its around- no one owns it! No matter how silly something may seem just put it there because it can be moved again. Have a look at where your tagged observations have ended up. Are there clusters of colour? Or is it more spread out? What that means will depend largely on how you decided to tag your findings. For example if you assigned each testing session its own colour and you have groups with lot’s of different colours in them you’ll find that the same issue was experienced by multiple people.Next, start looking at each group and see if you can break them down into smaller groups and at the same time consider the overall picture for bigger groups eg can the wall be split into say three high level groups.Remember, you can still change your groups at anytime.

Thinning the herd (Merging)

Once you and your team are happy with the groups, it’s time to start condensing the size of this beast. Look for doubled up findings and stack those post its on top of each other to cut the groups down- just make sure you can still see how many there were. The point of merging is to condense without losing anything so don’t remove something just because it only happened once. That one issue could be incredibly serious. Continue to evaluate and discuss as a group until you are happy. By now clear and distinct groups of your observations should have emerged and at a glance you should be able to identify the key findings from your study.

A catastrophe or a cosmetic flaw? (Scoring)

Scoring relates to how serious the issues are and how bad the consequences of not fixing them are. There are arguments for and against the use of scoring and it’s important to recognise that it is just one way to communicate your findings.I personally rarely use scoring systems. It’s not really something I think about when I’m analysing the observations. I rarely rank one problem or finding over another. Why? Because all data is good data and it all adds to the overall picture.I’ve always been a huge advocate for presenting the whole story and I will never diminish the significance of a finding by boosting another. That said, I do understand the perspective of those who place metrics around their findings. Other designers have told me they feel that it allows them to quantify the seriousness of each issue and help their client/designer/boss make decisions about what to do next.We’ve all got our own way of doing things, so I’ll leave it up to you to choose whether or not you score the issues. If you decide to score your findings there are a number of scoring systems you can use and if I had to choose one, I quite like Jakob Nielsen’s methodology for the simple way it takes into consideration multiple factors. Ultimately you should choose the one that suits your working style best.

Let’s say you did decide to score the issues. Start by writing down each key finding on it’s own post it and move to a clean wall/ window. Leave your affinity diagram where it is. Divide the new wall in half: one side for wins eg findings that indicate things that tested well and the other for issues. You don’t need to score the wins but you do need to acknowledge what went well because knowing what you’re doing well is just as important as knowing where you need to improve. As a group (wow you must be getting sick of each other! Make sure you go out for air from time to time!) score the issues based on your chosen methodology.Once you have completed this entire process you will have everything you need to write a kick ass report.

What could possibly go wrong? (and how to deal with it)

No process is perfect and there are a few potential dramas to be aware of:

People jumping into solution mode too early

In the middle of the debrief meeting, someone has an epiphany. Shouts of We should move the help button! or We should make the yellow button smaller! ring out and the meeting goes off the rails.I’m not going to point fingers and blame any particular role because we’ve all done it, but it’s important to recognise that’s not why we’re sitting here. The debrief meeting is about digesting and sharing what you and the other observers just saw. Observing and facilitating user testing is a privilege. It’s a precious thing that deserves respect and if you jump into solution mode too soon, you may miss something. Keep the conversation on track by appointing a team member to facilitate the debrief meeting.

Storage problems

Handwritten notes taken by multiple observers over several days of testing adds up to an enormous pile of paper. Not only is it a ridiculous waste of paper but they have to be securely stored for three months following the release of the report. It’s not pretty. Typing them up can solve that issue but it comes with it’s own set of storage related hurdles. Just like the handwritten notes, they need to be stored securely. They don’t belong on SharePoint or in the share drive or any other shared storage environment that can be accessed by people outside your observer group. User testing notes are confidential and are not light reading for anyone and everyone no matter how much they complain. Store any typed notes in a limited access storage solution that only the observers have access to and if anyone who shouldn’t be reading them asks, tell them that they are confidential and the integrity of the research must be preserved and respected.

Time issues

Before the storage dramas begin, you have to actually pick through the mountain of paper. Not to mention the video footage, and the audio and you have to chase up that sneaky observer who disappeared when the clock struck 5. All of this takes up a lot of time. Another time related issue comes in the form of too much time passing in between testing sessions and debrief meetings. The best way to deal with both of these issues  is to be super organised and hold multiple smaller debriefs in between sessions where possible. As a group, work out your time commitments before testing begins and have a clear plan in place for when you will meet.  This will prevent everything piling up and overwhelming you at the end.

Disagreements over scoring

At the end of that long day/week we’re all tired and discussions around scoring the issues can get a little heated. One person’s showstopper may be another person’s mild issue. Many of the ranking systems use words as well as numbers to measure the level of severity and it’s easy to get caught up in the meaning of the words and ultimately get sidetracked from the task at hand. Be proactive and as a group set ground rules upfront for all discussions. Determine how long you’ll spend discussing an issue and what you will do in the event that agreement cannot be reached. People want to feel heard and they want to feel like their contributions are valued. Given that we are talking about an iterative process, sometimes it’s best just to write everything down to keep people happy and merge and cull the list in the next iteration. By then they’ve likely had time to reevaluate their own thinking.

And finally...

We all have our own ways of making sense of our user testing observations and there really is no right or wrong way to go about it. The one thing I would like to reiterate is the importance of collaboration and teamwork. You cannot do this alone, so please don’t try. If you’re a UX team of one, you probably already have a trusted person that you bounce ideas off. They would be a fantastic person to do this with. How do you approach this process? What sort of challenges have you faced? Let me know in the comments below.

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