Sunday, January 28, 2007

Class 2. Finding the Right People

STEP 1 – MAKE A PLAN


+ What do we want to know about?
+ How will we know this?
+ Who will we talk to know this?
The goal is to identify the person we want to talk
to in the field, and know what we are going to
ask them about

STEP 2 – RECRUIT PEOPLE


Everyone is different in a thousand ways, so since
we have limited time and limited resources to
talk to a limited group of people, the research
has to be high impact


Market Segmentation
Often, we start with a sense from the client of
who we ought to talk to.
In market research, this is called a segmentation,
or market segmentation. It is made up of
several types of variables.

GEOGRAPHIC VARIABLES
+ Region of the world or country: East, West,
South, North, Central, coastal, hilly, etc.
+ Country size/country size: Metropolitian Cities,
small cities, towns.
+ Density of Area: Urban, Semi-urban, Rural.
+ Climate: Hot, Cold, Humid, Rainy.

DEMOGRAPHIC VARIABLES
+ Age
+ Gender: Male and Female
+ Sexual orientation
+ Family size
+ Family life cycle
+ Education: Primary, High School, Secondary, College, Universities.
+ Income
+ Occupation
+ Education
+ Socioeconomic status
+ Religion
+ Nationality/race
+ Language


PSYCHOGRAPHIC VARIABLES (AIO)
+ Personality
+ Life style
+ Value
+ Attitude

BEHAVIORAL VARIABLES (product level)
+ Benefit sought
+ Product usage rate
+ Brand loyalty
+ Product end use
+ Readiness-to-buy stage
+ Decision making unit

User Profile
Sometimes, we define this based on what we
know intuitively, or what we’ve gleaned from
the field
So, based on your assignment, what type of user
would you research?
Once they are identified, how do we find them?

Screener
A questionnaire or survey that attempts to find a very
specific type of person based on a series of
predetermined variables.
In addition to the specifics of the project, we have to
wary of a few things:
+ People who work in market research
+ Research junkies
+ People that aren’t exciting or interesting
This is an art form and something that some people
spend all of their time doing


How does one screen research participants?
1. Use a recruiting firm
+ Advantage: Large pool of participants
+ Disadvantage: Control, Quotas
2. Online DIY
+ Advantage: Full control
+ Disadvantage: Lots of the same people

STEP 3 – DISCUSSION GUIDE


What is it?
+ A checklist
+ A prompt
+ A series of probes on topics & subtopics
2 flavors of discussion guides at Gravity Tank
+ Pre made booklet
+ Flip out notebook



PROJECT #1 - Understanding Cooking


For the next two sessions, you are going to
document somebody cooking dinner. You have
to understand the whole process, from end to
end… planning to storage to clean up, etc.
You will need to focus on a specific type of person,
someone that you will think will shed an
interesting perspective on the process.


ASSIGNMENT #2
For next class (2/7), you will plan out your research.
• Choose a type of person you want to research for the
assignment (we can do this in class).
• Write a research plan of who you want to talk to, what
you want to understand, and how you will accomplish
this.
• Write a recruiting screener that will find this type of
person based on the variables you have chosen.
• Research ways of screening potential participants
• Write a discussion guide that is a tool for the time you
will spend with your participant (topics / subtopics, org. of
time, research specifics)

ASSIGNMENT #3
For the class after next (2/21), you will execute and analyze
your research.
• Recruit 1 participant for your research.
• Schedule the research. You will need to pay your
participant $50 for up to 2 hours of their time.
• You will work in teams of 2 for the research; one will lead
the research, one will record it.
• You may go outside the home for this research
(shopping, e.g.).
• Meet as a group and create an activity diagram based on
your collective analyses of the research.

Class 1. Intro to Design Research

We will focus on Generative, Qualitative, Ethnographic Research (rather than Evaluative, Quantitative or Market Research).

Research in the REAL WORLD

+ On people’s terms: CONTEXT
+ Working in a budget: TIME
+ We are not ETHNOGRAPHERS,
+ We are APPLIED RESEARCHERS working in a
SPECIFIC CONTEXT with LIMITED TIME & BUDGET
+ We have to become experts, FAST


Quick & Dirty Research


+ Friends and Family Interviews
+ Store Visits
+ Photo Scans
+ Play w/ Stuff
+ Obstacle Course

What Quick & Dirty Research?
+ Help us understand a CATEGORY
+ Help us know what we DON’T KNOW
+ Help us understand WHO TO TALK TO
+ Help us PLAN RESEARCH
Why?
+ Fieldwork is expensive and resource intensive


ASSIGNMENT #1
For next week, you will work as a team of 3 and build an “obstacle course” of a
tool, run 3 users through it, record it, and present 3 major insights from your
work.
• Pick a tool that is easy and accessible, but requires some amount of human
interface (coffee maker, alarm clock, cell phone, etc). Get 3 to 4 of these for
the research.
• Design an obstacle course of specific activities that all of your users will do.
• Each of you will run one person through the obstacle course as the
“moderator” with your own discussion guide. Each course should last
between 15-20 minutes.
• Have someone on your team record the research
• As a group, present the top 3 insights from the research
• Be prepared to talk through the process, your methods, and your thoughts

Tuesday, January 23, 2007

Tim's syllabus

ID 498-051
Human Centered Design Works
Instructors: Lucas Daniel & Tim Haley
Spring 2007
Visualization Strategies
Over the next 8 class sessions, assignments, and a final presentation of the semester’s work, you
will learn the tools and visualization strategies that designers use in an everyday work
environment. Learning these tools and strategies is essential to communicating ideas and stories.
Each week you will learn the basics of these tools as well as how to use certain ones in more
depth. Your grade is based on the execution of weekly assignments (35%), a final presentation
(35%), attendance (15%) and class participation (15%). You will be required to load certain
programs onto your computer in order to complete in class activities as well as out of class
assignments.
01.17 Class 1: CHOOSING IMAGES WISELY AND FINDING THEM QUICKLY
+ Where to go for an abundance of good quality images
+ What to look for when choosing your image
+ Image grab assignment
01.31 Class 2: ILLUSTRATOR/PHOTOSHOP/ACROBAT BASICS
02.14 Class 3: CAMERA WORK
02.28 Class 4: ILLUSTRATION TECHNIQUES
03.21 Class 5: INTRO TO RHINO – QUICK VISUALIZATION TOOLS
04.4 Class 6: INTRO TO PHOTOSHOP SHADING
04.11 Class 7: PUTTING TOGETHER A PORTFOLIO
04.25 Class 8: CLASS REVIEW
Assignment 1: CHOOSING IMAGES WISELY AND FINDING THEM QUICKLY (week 1)
For Jan 31
st
, you will need to familiarize yourself with grabbing high quality and a high quantity of
images from sites such as Google Image Search and Flickr.
Details:
+ From Lucas’s assignment, pick a tool that is easy and accessible, but requires some amount
of human interface (coffee maker, alarm clock, cell phone, etc). Get 3 to 4 of these for the
image grabs.
+ Using Google, Flickr, etc, find 10 images for each tool that are of high quality (resolution and
communication).
+ Be sure to capture the selected tools in use as well as being static.
+ Maximum efficiency is key here so keep track of how long it takes to find the images.

Saturday, January 20, 2007

Lucas' syllabus

ID 498-051
Human Centered Design Workshop
Instructors: Lucas Daniel & Tim Haley
Spring 2007

Context Research Deep Dive
Over the course of 8 class sessions, assignments, and a final presentation of the semester’s work, this class will have you explore, in-depth, up front context research as it relates to the design process. You will engage in all the activities that a professional context researcher does. Each week will explore a different aspect of context research, following its role on a typical design project. Your grade is based on the execution of weekly assignments (35%), a final presentation (35%), attendance (15%) and class participation (15%). You will be required to find people to research and give them incentives for their time (in lieu of text books or software purchases).


01.17 Class 1: RESEARCH IN THE “REAL WORLD”

+ Overview of different types of research in the design process
+ The “real world” of research
+ Quick and dirty research assignment

01.24 Class 2: FINDING THE RIGHT PEOPLE

02.07 Class 3: DISSECTING AN ACTIVITY/PROCESS

02.21 Class 4: METHODS & FIELD EQUIPMENT

03.07 Class 5: CONDUCTING FIELDWORK

03.28 Class 6: PULLING INSIGHTS & CODING

04.11 Class 7: COMMUNICATING RESEARCH & FRAMEWORKS

04.25 Class 8: CLASS REVIEW


Assignment 1: QUICK AND DIRTY RESEARCH (1 week)
For next week, you will work as a team of 3 and build an “obstacle course” of a tool, run 3 users through it, record it, and present 3 major insights from your work.
Details:
 Pick a tool that is easy and accessible, but requires some amount of human interface (coffee maker, alarm clock, cell phone, etc). Get 3 to 4 of these for the research.
 Design an obstacle course of specific activities that all of your users will do.
 Each of you will run one person through the obstacle course as the “moderator” with your own discussion guide. Each course should last between 15-20 minutes.
 Have someone on your team record the research
 As a group, present the top 3 insights from the research
 Be prepared to talk through the process, your methods, and your thoughts