Unit 2: User Research & Problem Definition

The unit explores the critical processes of user research and problem definition, focusing on methods like interviews and surveys, persona creation, and journey mapping. It emphasizes the importance of understanding user needs through ethical practices, effective interviews, and measurement metrics to ensure designs address real issues. Clear problem statements and SMART success criteria provide pathways for impactful design outcomes.

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Sections

  • 1

    Conducting Effective Interviews And Surveys

    This section explores the dual methodologies of interviews and surveys to gather user data, focusing on their unique advantages and ethical considerations.

  • 1.1

    Research Planning And Ethics

    This section lays out the foundational elements of effective research planning in user studies, with a focus on ethical considerations.

  • 1.1.1

    Defining Clear Objectives

    This section outlines the importance of setting clear objectives in user research to effectively investigate user behaviors and perceptions.

  • 1.1.2

    Ethical Considerations

    This section emphasizes the importance of ethical practices in user research, highlighting informed consent, confidentiality, and voluntary participation.

  • 1.2

    Interview Methodologies

    This section covers various interview methodologies used in user research, emphasizing structured, semi-structured, and unstructured interviews.

  • 1.2.1

    Structured Interviews

    Structured interviews involve predefined questions asked in a consistent order, providing ease of comparison but limiting spontaneous insights.

  • 1.2.2

    Semi‑structured Interviews

    Semi-structured interviews combine predefined questions with the flexibility to adapt based on responses, allowing for deeper exploration of user motivations.

  • 1.2.3

    Unstructured Interviews

    Unstructured interviews are open-ended discussions that provide rich, narrative data regarding user motivations and challenges.

  • 1.2.4

    Crafting Effective Questions

    This section emphasizes the importance of structuring effective questions in user interviews to elicit meaningful insights and deeper understanding.

  • 1.2.5

    Interview Logistics

    This section outlines the logistical considerations for conducting user interviews, focusing on recruitment strategies and best practices for data collection.

  • 1.2.6

    Analyzing Interview Data

    This section outlines the key methodologies for analyzing interview data, including transcription best practices, thematic coding, and the use of affinity diagrams.

  • 1.3

    Designing Comprehensive Surveys

    This section delves into the creation of effective surveys for user research, emphasizing question design, sampling techniques, and data analysis.

  • 1.3.1

    Question Design Principles

    This section covers essential principles for designing effective survey questions, ensuring clarity, neutrality, and balanced options.

  • 1.3.2

    Common Question Types

    This section outlines different types of survey questions used in user research to gauge user sentiments and behaviors.

  • 1.3.3

    Sampling And Bias Mitigation

    This section discusses key strategies for sampling in surveys and methods to mitigate biases that may affect research outcomes.

  • 1.3.4

    Survey Administration

    This section focuses on the practical aspects of survey administration, covering modes of surveys and strategies to enhance response rates.

  • 1.3.5

    Data Cleaning And Analysis

    This section addresses the critical processes of data cleaning and analysis, emphasizing the importance of removing bad data and using statistical tools to interpret the data effectively.

  • 2

    Developing Personas And Mapping User Journeys

    This section covers the creation of personas and mapping user journeys to derive actionable insights from user research data.

  • 2.1

    Advanced Persona Creation

    Advanced persona creation transforms user data into detailed representations that highlight emotional and contextual user experiences.

  • 2.1.1

    Elements Of A Robust Persona

    This section outlines the key components necessary to create effective user personas that capture the emotional and contextual aspects of user behavior.

  • 2.1.2

    Empathy Mapping Workshop

    The empathy mapping workshop provides a structured method to synthesize user research findings, enabling teams to visualize user experiences and emotions.

  • 2.1.3

    Persona Example

    This section presents an example of a user persona, illustrating how to effectively encapsulate user characteristics and needs.

  • 2.2

    User Journey And Service Blueprinting

    This section discusses the importance of mapping user journeys and creating service blueprints to identify pain points and opportunities for improvement.

  • 2.2.1

    Emotional Journey Curves

    Emotional Journey Curves help analyze user emotions throughout their experience with a product, identifying key 'moments of truth'.

  • 2.2.2

    Service Blueprint Components

    Service blueprinting involves mapping user actions, frontstage, backstage processes, and support processes to enhance understanding of user experiences.

  • 2.2.3

    Creating A Detailed Journey Map

    This section focuses on the process of creating detailed user journey maps to identify user touchpoints and improve interactions.

  • 2.2.4

    Example Snippet 1

    This section illustrates an example of user actions within a mobile app context, mapping emotional responses and service interactions.

  • 3

    Writing A Clear And Focused Problem Statement

    This section teaches how to formulate clear and effective problem statements to drive user-centered design by identifying root causes and articulating specific goals.

  • 3.1

    From Symptoms To Root Cause

    This section introduces the 5 Whys technique for identifying root causes of user problems through systematic questioning.

  • 3.2

    Crafting The Statement

    This section focuses on creating clear and effective problem statements by combining context, pain points, impacts, and goals.

  • 3.3

    Refinement And Validation

    This section focuses on refining and validating problem statements through peer review and alignment checks to ensure they address user needs.

  • 4

    Establishing Measurable Success Criteria

    This section covers how to define measurable success criteria essential for evaluating the effectiveness of solutions in user-centered design.

  • 4.1

    Smart Goals Revisited

    This section focuses on the importance of SMART goals in defining measurable success criteria in user-centered design.

  • 4.2

    Defining Kpis And Okrs

    This section defines and distinguishes Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) as vital tools for measuring success in user-centered design.

  • 4.3

    Setting Baselines And Data Collection Plans

    This section emphasizes the importance of establishing baselines for measuring success and outlines the steps for effective data collection plans.

  • 4.4

    Advanced Success Criteria Examples

    This section outlines the importance of establishing measurable success criteria in user research and design processes.

  • 5

    Conclusion

    This section reinforces the importance of thorough user research and precise problem definition in user-centered design.

  • 6

    Key Terms

    This section presents essential terminology relevant to user research and problem definition.

  • 7

    Activities And Exercises

    This section outlines various interactive activities and exercises to enhance knowledge and application of user research and problem definition techniques.

Class Notes

Memorization

What we have learnt

  • User research encompasses b...
  • Creating personas and journ...
  • Well-defined problem statem...

Final Test

Revision Tests

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