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Know Your Audience Low-Budget Research Methods Davis Miller & Mark Wood October 18, 2014 BarCamp Nashville 2014

Know Your Audience: Low-Budget Research Methods

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A presentation by SAI at BarCamp Nashville 2014 on four low-cost methods of user research you can do to gather information on how your visitors interact with your website.

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Page 1: Know Your Audience: Low-Budget Research Methods

Know Your Audience Low-Budget Research Methods

Davis Miller & Mark Wood October 18, 2014

BarCamp Nashville 2014

Page 2: Know Your Audience: Low-Budget Research Methods

Meet the Presenters

Mark WoodUX Architect and Designer, SAI

[email protected]

linkedin.com/in/wdavismiller

@davis221

Davis MillerBusiness Development, SAI

[email protected]

linkedin.com/in/woodmark615

@woodmark

#bcn14_knowyouraudience

Page 3: Know Your Audience: Low-Budget Research Methods

Online Surveys

Focus Groups

Card Sorts

Usability Tests

Audience Research Methods

Page 4: Know Your Audience: Low-Budget Research Methods

Quick Poll

Page 5: Know Your Audience: Low-Budget Research Methods

Value of User Research

Website visitors are often a mystery

User research helps solve the mystery.

Define and target your primary audience

Develop goals and objectives

Consider pros and cons of methods

Combine methods for most effective results

Repeat over time

Page 6: Know Your Audience: Low-Budget Research Methods

Best Practices

Be open to critical feedback

Prepare clear, specific questions

Sample size

Set expectations of time commitment

Incentivize participants

Promote

Page 7: Know Your Audience: Low-Budget Research Methods

1 Online Surveys

Page 8: Know Your Audience: Low-Budget Research Methods

Why?

Provides clear, reliable, actionable insight

Estimates the knowledge, attitudes, opinions, and behaviors of the target audience

Shows trends and consensus

Know Your AudienceOnline Surveys

More quantitative info

Page 9: Know Your Audience: Low-Budget Research Methods

Pros/Cons

ProsFastInexpensiveLarge audience responseNo interview biasCompare results over time

ConsSurvey fatigueMargin of errorLarge sample sizeWhat they say vs. what they do

Know Your AudienceOnline Surveys

TIPConduct the same

survey as a benchmark before a redesign and again

after to measure improvement.

Page 10: Know Your Audience: Low-Budget Research Methods

BestPractices

Keep it short and simple

Word questions in your audience’s language and with clear results in mind

Ask your audience to self-identify

Brand it

Keep it interesting

Know Your AudienceOnline Surveys

Page 11: Know Your Audience: Low-Budget Research Methods

Avoid straight-lining

Question Formats

Know Your AudienceOnline Surveys

Limit number of matrix questions

Offer clear distinction of rating choices with a neutral response

Limited number of items to rate

Brief wording, alphabetical listing

Page 12: Know Your Audience: Low-Budget Research Methods

Tools & Costs

Survey Monkey

Free (10 questions per survey, up to 100 responses)

Gold ($300 per year, unlimited questions, unlimited responses, advanced logic, text analysis)

Have a bigger budget?

Purchase audience participation for $1 per response.

Know Your AudienceOnline Surveys

Page 13: Know Your Audience: Low-Budget Research Methods

2 Focus Groups

Page 14: Know Your Audience: Low-Budget Research Methods

Why?

Face to face feedback target audience

Go beyond superficial answers

Uncover insights into attitudes and behaviors

Know Your AudienceFocus Groups

More qualitative info

Page 15: Know Your Audience: Low-Budget Research Methods

Pros/Cons

ProsGain insight into user interaction

Stimulate discussion

Personal response

ConsNeed experienced facilitator

Group influence

Small sample size

Time commitment

Geography

Know Your AudienceFocus Groups

TIPValidate findings

by combining qualitative results with quantitative

feedback.

Page 16: Know Your Audience: Low-Budget Research Methods

Best Practices

Know Your AudienceFocus Groups

Decide on the range of topics

Develop open-ended questions to encourage discussion

Pretest questions

Go to your audience

Lead with a skilled moderator

Record the session

Page 17: Know Your Audience: Low-Budget Research Methods

3 Card Sorts

Page 18: Know Your Audience: Low-Budget Research Methods

Why?

The most important input into the structure of your website comes from your audience.

Card sorts allow you to get insights as to how they would organize content.

Know Your AudienceCard Sorts

Helps define structure

Page 19: Know Your Audience: Low-Budget Research Methods

Two types of Sorts

In open sorts, participants place content cards into categories that they make up and name.

In closed sorts, participants place the content cards into pre-defined categories.

Know Your AudienceCard Sorts

Page 20: Know Your Audience: Low-Budget Research Methods

Pros/Cons

ProsEasy to createSmall sample sizeGood way to hear from a variety of voicesFun

ConsTime consuming for participantsDifficult to analyze

Know Your AudienceCard Sorts

TIPAsk follow-up

questions so that participants can

provide more details into their

thinking.

Page 21: Know Your Audience: Low-Budget Research Methods

Best Practices

Know Your AudienceCard Sorts

Give clear directions

Limit the numberof cards in your sort

Randomize the cards if possible

Page 22: Know Your Audience: Low-Budget Research Methods

Tools & Costs

Optimal Sort by Optimal Workshop

Free (10 people, 30 cards)

Monthly ($109 for unlimited people and cards, for one month.)

Annual subscriptions to all Optimal Sort products

Have a bigger budget?Purchase audience participation, for example 50 U.S. participants in 2-3 days for $456.

Know Your AudienceCard Sorts

Page 23: Know Your Audience: Low-Budget Research Methods

4 Usability Tests

Page 24: Know Your Audience: Low-Budget Research Methods

Why?

You can observe how people interact with your website

You can test in person or remotely

Know Your AudienceUsability Tests

Focuses on behavior

Page 25: Know Your Audience: Low-Budget Research Methods

Pros/Cons

ProsGain insight into user interaction

Fast

Inexpensive

Can test, iterate, test again

Cons

Simulation vs. real experience

Needs to be moderated

Know Your AudienceUsability Tests

TIPAsk follow-up

questions so that participants can

provide more details into their

thinking.

Page 26: Know Your Audience: Low-Budget Research Methods

Best Practices

Know Your AudienceUsability Tests

Avoid using the same terminology as your navigation

Ask participants to self-identify

Testing the product not the participant

Add follow-up questions

Set clear tasks

Page 27: Know Your Audience: Low-Budget Research Methods

Tools & Costs

Chalkmark by Optimal Workshop

Free (10 people, 3 tasks)

Monthly ($109 for unlimited people and tasks, for one month.)

Annual subscriptions to all Optimal Workshop products

Have a bigger budget?

Purchase audience participation. For example 50 U.S. participants in 2-3 days for $422.

Know Your AudienceUsability Tests

Page 28: Know Your Audience: Low-Budget Research Methods

Final Thoughts

Page 29: Know Your Audience: Low-Budget Research Methods

Responsible Research

Respect people’s privacy and protect personal information

Ask for permissionto record interviews

Investigate whether legal signoff is needed

Determine if consent forms are required

Make sure incentivesare allowed

Understand what information can and can’t be shared

Page 30: Know Your Audience: Low-Budget Research Methods

Good research = exceptional user experience

Page 31: Know Your Audience: Low-Budget Research Methods

Questions?