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Know People Methods - Coggle Diagram
Know People Methods
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3. User Research Plan
- Step 1: Choose the types of people to study
- Depending on the nature of your project, focus the study on different types of users, such as core users, extreme users, experts, nonusers, or some other type.
- Step 2: Choose participants based on screening criteria
- Depending on the nature of your project, focus the study on different types of users, such as core users, extreme users, experts, nonusers, or some other type.
- Step 3: Decide on research methods
- Based on the time and resources available, choose the research methods most well suited to your goal.
- Step 4: Create a budget
- Based on the plan, determine how much it will cost to conduct the various activities. Develop a budget to be shared with your client or within your organization that can be used to justify anticipated spending.
- Step 5: Create a timeline and show activities
- Based on the plan, determine how much it will cost to conduct the various activities. Develop a budget to be shared with your client or within your organization that can be used to justify anticipated spending.
- Step 6: Share the plan and discuss further actions
- Share the research plan with your team and other relevant stakeholders, such as clients or research contractors, to discuss the next steps of starting the research process.
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When to use?
- Benefits
- Defines direction
- Manages resources
- Promotes shared understanding
- Supports transition
- Input
- Project topic and innovation intent
- Time and resource limitations
- Output
- Detailed plan defining schedule, methods and participants for research
4. Five Human Factors
Method for supporting observation in the field, prompting researchers to look for the physical, cognitive, social, cultural, and emotional elements present in any situation to understand how they affect peoples’ overall experiences.
- Step 1: Prepare to go into the field
- Create a note-taking template where you can record and categorize your observations according to the Five Human Factors. Carry tools (notebooks, cameras, pens, recorders, etc.) that will support user observation or interviewing.
- Step 2: Go into the field
- Observe or engage people in a conversation. Observe or ask about peoples’ activities, the objects they use, their environments, the information they interact with, and similar aspects. Take down notes based on your observations or the responses from people.
- Step 3: Look through the lens
- Physical: How do people experience their physical interaction with things and other people? What do they touch, push, pull, open, close, lift, carry, control, and so forth?
- Cognitive: How do people associate meanings to things they interact with? What are the various interactions that require people to think? What do they read, research, process, assess, and decide?
- Social: How do people behave in teams or in social settings? How do they formally and informally interact, make decisions, coordinate actions, make schedules, and work together?
- Cultural: How do people experience shared norms, habits, and values? What, if any, shared values seem present? How are they manifest?
- Emotional: How do people experience their feelings and thoughts? What in the environment is triggering these emotions? Are people sad, aggravated, frustrated, or happy?
- Step 4: Describe peoples' overall experience
- Look for problems as well as surprisingly positive observations about each of the five factors. Describe your high-level sense of peoples’ experiences in the situation that you have observed. Discuss and document.
When to use?
- Benefits
- Broadens mindset
- Encourages comprehensiveness
- Focuses on details
- Focuses on experience
- Give focus to the process
- Input
- Project's area of study
- Identified situations for user observation
- Output
- Organized observations about each of the five factors that drive user behaviour
5. Poems
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- Step 1: Prepare for going into the field
- Create a note-taking template where you can record and categorize your observations according to the POEMS framework
- Step 2: Go into the field
- Observe or engage people in a conversation. Observe or ask about peoples’ activities, the objects they use, their environments, the information they interact with, and similar aspects. Take down notes based on your observations or the responses from people.
- Step 3: Understand the context through POEMS
- People: Who are the different kinds of people in the context? Mother? Repairperson? Customer? What appear to be their reasons for being there? Try to capture the full range of types of people present. Record them on your note-taking template
- Objects: What are the various objects that populate the context? Phones? Dining table? Newspaper? What are the broader categories of objects? What is their relationship to one another? Record them.
- Environments: What are the different settings where activities take place? Kitchen? Store? Meeting room? Determine the distinct environments within the context. Record them.
- Messages: What messages are being communicated in the context, and how are they being transmitted? Conversations? Package labels? Signs? Record the messages.
- Services: What are the distinct services offered in the context? Cleaning? Delivery? Media? Note the types of services available and record them.
- Step 4: Describe your overall observations
- Describe the overall context you have understood through POEMS from your observations or responses from interviews. Collect all your notes and share your observations with team members for discussion.
When to use?
- Benefits
- Encourages comprehensiveness
- Gives focus to the process
- Helps understand context
- Focuses on details
- Input
- Project's topic
- Identified situations for user observation
- Output
- Organized observations about aspects of a context