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Generative Research — InVision DesignTalk

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How to Really Understand Your Users' Motivations

March 22nd, 2017

First, a story.Once upon a time...

Me

+Misael

Daisy Wheel is an App for breast cancer prevention

for teenage girls

Why this talk?

Customer input for a meaningful solution

Products must fit lifestyle of users

Human mind is complicated

Conversations with users may feel incomplete...

What to ask next?

Generative Research

Because...

Participants produce an “artifact” with their hands

Hands-on exercises to enable conversations???

Why??!

What we say

How we feel

(gap)

All people arecreative by nature...

interviews / surveys

observation

generativetools

saythink

do / use

know / feel / dream

What people... MethodsSurface

Deep

UX Design Process

Creativity, thought,and action are driven by our emotions

Recollection ExercisesRemember, select, talk about, and interpret past events

Describe behavior, thoughts, and feelings

Connect the dots of seemingly disconnected events

Projective ExercisesTalk about sensitive topics

Express abstract feelings and thoughts

Verbalize unspoken emotions

Type of Exercises

LIST MAD LIB STORIES SORT

TRACK BUILD MAP PLAY

1. Lists1. Low effort to complete but yield rich discussion.

2. Collecting elements of a category —e.g. “Types of meals I cook.”

3. Gathering feelings and needs around a topic

4. Compiling inventories —e.g. “What’s in my bathroom cabinet?”

A List combined with a Diagram to

show priority of elements.

The inner circle is the highest

priority while the outer circles are of

least importance.

Concentric Circles

Participants list their experiences

before, during, and after 1-on-1

meetings with team members.

Timelapse List

Before

During

After

2. Mad Lib

1. Eliciting associations, desires, preferences, values

2. Gathering participant’s own words around a prompt to evaluate symbolic

meanings associated with the topic

3. Used to assess motivations and attitudes

4. Easy to create and offer high value results!

A.k.a. Sentence Completion

Participants projecting their

perspectives on ideal values for a

newcomer during recruiting process.

Sentence Completion

Understanding the preferences and

attitudes of young people when

redeeming promo codes in

restaurants.

Sentence Completionand Drawing

1. Learning about negative & positive events

2. Exploring a category —understanding perspectives and values

around a topic

3. Gathering lessons learned

4. These are best as solo-work to enable enough time for reflection

3. Stories

Snags & Delights are mini-stories

about negative and positive

experiences on recent events.

Mini-Stories

A letter can help to understand

the impact of past choices on a

participant’s current state.

Letter to Myself

A personal letter written to a product

often reveals profound insights value

and expectations from objects in

everyday lives.

The Break-Up Letter

4. Sort1. Identifying and exploring categories. Relationships among elements (leads

to uncovering mental models)

2. Learning about preferences and priorities (when participants rank order

elements)

3. Remembering stories (when participants select or sort images)

4. Create a deck of triggers/images collaboratively (it helps eliminate gaps in

your individual thinking)

Increasing a system’s findability.

Give users a set of cards, each labeled

with a piece of content or

functionality.

Ask them to sort them into groups

that make sense of them.

Card Sorting

Photo deck to choose images that

best fit certain criteria.

Exercise to redesign travel-related

site. Participants were given photos,

typefaces, and moods so they could

react to an unbranded site.

Association Deck

Wait, but …how can I set all this up?

?!

Setting the StagePrototype the exercise and pilot it

Prepare the toolkit and tokens

8-10 participants, 1-on-1 sessions, 30-40 mins

Don’t ask for stakeholders’ permission… yet

5. Track1. Recording behavior, routines, feelings over time

2. Gathering photos from participant POV —empowers your participants!

3. Enabling awareness of automatic behavior around a topic

4. Good platform for comparing moments —e.g. Does this log reflect what

is normal?

30 day Mood Calendar to track

emotions, key moments, and provide

a platform for follow-up discussion.

Mood Calendar

Snippets of experiences during a

period of time.

Useful to spot patterns difficult to

identify by recall.

A template is used to log moments.

Diary Study

Source: Designing for Sustainability link

6. Make1. Using metaphors & analogies to express hard-to-articulate ideas

2. Capturing moods & feelings

3. Generating future scenarios

4. Participants need lots of time to create and explain - Do not rush!

Participants were given Lego pieces

to build a city.

The goal was to simulate sprints

under an Agile environment.

Lego Simulation

Cut-outs of design elements for

participants to use to build paper

prototypes, prioritize features, add

new features, etc.

Cut-out Interface

In this exercise we had participants

(Millennials) plan their financial

future.

Manual activity forces them to

imagine their future selves and

discover ways insurance fit into their

story.

Timeline Board

How to project your professional

career by asking participants to map

milestones and major achievements

for their future.

Ideal Future Journey

7. Map1. Understanding relationships among elements in a category

2. Comparing activities to locations

3. Creating multiple layers of meaning to explore:

- Likes/dislikes/feelings

- Channel use

- Purpose/role of mapped items

- Priority of mapped items

Measuring the importance of Social

media tools, how each engages the

participant, the purpose of each tool,

and how people control interactions

among them.

Social Media Map

Modeling and understanding complex

services with no diagramming skills.

Envision the story of how users

experience a service, making

emphasis on key touch points.

Business Origami

8. Play1. Exploring important scenarios — Noticing emotions and assumptions in

different scenarios

2. Lessening pressure around sensitive topics

3. Gathering values, norms, rules, and native language

4. Exploring solution spaces

Participants were asked to emulate

their ideal 1-on-1 session to improve

the digital process of an application

for 1-on-1s

Role Play

Participants were asked to act as

objects or persons related to a

service.

Spot opportunities to improve the

journey they go through when

interacting within a service chain.

Games

...you can customize and create your own

What would be next?Refine your exercise — let it evolve over time

Improve rapport skills — use the exercise as a tool

Interpret results using Affinity Diagrams — spot patterns

Generate a solution collaboratively with your team

Become a better listener

and reach a shared

understanding

Make a conversation

unfold naturally and

achieve a strong rapport

Get rich information on

users’ motivations,

expectations, and emotions

Understanding Your Users

Understanding Your Users

Discover ways to get stories

full of emotion and detail

Learn from the participants’

own insights about

themselves

Feel true empathy to

generate a solution

Takeaways

“It’s not the customer’s job to knowwhat they want” - Jobs

Deeper emotions with hands-on exercises

Customize your own methods

Bella Martin &Bruce Hanington

Liz Sanders &Pieter Jan Stappers

Q&A

[email protected]

misaello

misaelleon

Misael Leon

Product Designer

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Thanks!